Couple of quick tips/ BNI Connect screen shots/ best next steps going forward after the core process/kick off

1. We have kicked off….
Now what????

2. Goal for today:
1. Basics for President
2. Basics for VP
3. Basics for ST
4. Open House for new members

3. President= CEO

4. President basics:
1. Get Success Webinar in calendar
2. Assign roles on connect
3. Get trainings/manuals assigned
4. Get TEAM meetings set up in
calendar

5. Understanding
BNI Chapter Traffic Lights

7. 1. CHAPTER SIZE

8. 2. Member Growth
(Over 6 months)

9. 3. Retention of members
(Over 6 months)

10. 4. Referrals per member per week
(Over 6 months)

11. 5. Visitors per week
(Over 6 months)

12. 6. Conversion of Visitors to Members
(Over 6 months)

13. 7. Attendance
(Over 6 months)

14. Attend Monthly TEAM Leaders Meeting
 ALL Team Leaders meet on a regularly scheduled date & time
 Meeting is held EVERY MONTH!!!
 Should be held AFTER the MC meeting
Page 24

15. Page 25

16. Add Support Team Members via
BNI Connect

17. TO ADD SUPPORT TEAM
MEMBERS

20. As a reminder…DO NOT change Pres, VP or ST

21. President basics:
1. Get Success Webinar in calendar
2. Assign Responsibilites on connect
3. Get trainings/manuals assigned
4. Get TEAM meetings set up in
calendar

22. VP= COO

23. VP basics:
1. Understand how to enter data in
connect
2. Get MC committee meetings set up

24. BNI CONNECT DATA ENTRY

25. 25
INFO TO ENTER IN BNI CONNECT
 Submit PALMS  Drops
 New & Renewal Apps  Assign Mentor & Mentee
 Payments (as needed)  Visitor Information

26. PALMS Entry

28. 1
2
3

30. VIEW PALMS SUMMARY
To see what has been submitted or to unlock &
allow for updating.

32. All PALMS must show as “completed” by the 4th of the following
month in order to receive dues compensation.

34. Submit PALMS weekly!!!
• VP’s have until end of business on the
4th of every month to complete ALL
PALMS.
• VP’s who do not submit PALMS on time
will be fined & lose 1 month of paid
membership

35. Before processing…
•Renewals
•Drops
•New Members
•Member Changes/Transfers

36. DO enter in BNI Connect:
 Renewals
 New Members
 Dropped members
Mail all paperwork to:
BNI MID AMERICA
400 GABRIEL DRIVE
ST. LOUIS, MO 63122

37. DO NOT enter in BNI Connect:
 Freeze/Medical Leave
 Member Changes
 Transfers – person to person or new
to your chapter. If member transfers
out of your chapter…drop them
VP responsible for mailing all applicable paperwork +
payments to BNI Mid America office. Will require
an approved Membership Change Transfer form.

38. MANAGE MEMBERS
To Renew, Drop or
Add New Memberships

40. PROCESSING MEMBER RENEWALS

42. After clicking submit, member status
will be “pending renewal” until office
receives & processes paperwork &
payment.

43. PROCESSING MEMBER DROPS

46. Enter New Member

53. After clicking “submit” member status will be “pending member” until the Regional
Office receives & processes all paperwork & payments.

54. Bank Transfer – BNI Mid America does not use this function.
Cash – If the chapter has accepted cash as payment for a membership.
Check – New or renewing member pays for membership online at
www.bnimidamerica.com and selects “Bank Account” instead of credit/debit card.
Offline Card Payment – new or renewing member pays for membership online at
www.bnimidamerica.com and selects the ‘Credit/Debit Card’ option.
Online Credit Card Payment – VP enters credit card information into BNI Connect while
entering a new member’s information or renewing a membership. Make note of the
Payment Transaction Number on the application/renewal and email to
memberservices@bnimidamerica.com or fax to 314-822-3001.
BNI CONNECT PAYMENT DEFINITIONS

55. VP basics:
1. Understand how to enter data in
connect
2. Get MC committee meetings set up

56. ST= CFO

57. ST basics:
1. Get account and budget for expenses
2. How to set up speaker rotation
3. Chapter weekly meeting notes

58. COMMON EXPENSES INCURRED BY CHAPTERS:
We recommend maintaining a balance of approximately $1800
CO-OP MARKETING FEE $300
CHAPTER LIBRARY $230 (starter pack)
LT CONFERENCE FEES $55-$60 x 3 (some chapters cover all members)
MEETING ROOM FEE Vaires by chapter
PROJECTOR Price varies by typically starts at $350
SPRING ALL STAR EVENT $125-$225 (varies by chapter/area)

59. Speaker Rotation
•Add via BNI Connect - will be listed on chapter web page.
•ST will Email assigned speaker
 Remind them to update their on-line member bio
 Attach Speaker Guidelines to email & remind speaker to email at least 20
BNI Connect invitations to invite visitors to their Sales Presentation
 Remind speaker to bring door prize
BNI Connect automatically sends a reminder to assigned speaker 6 days & 3 days
before assigned date.

60. NO OUTSIDE SPEAKERS!!!
This time is reserved for your chapter
members, DC’s or Ambassadors ONLY!!!!

61. BNI Connect
for the Secretary/Treasurer

62. ASSIGNING A CHAPTER
SPEAKER
Please note the two
ways to access the
Speaker Rotation.
*****************
**
This is the ONLY BNI
Connect data entry
for the S/T (or Event
Coordinator)

63. Meeting Management
View/Edit Speakers

65. e sure to enter the TOPIC!
Visitors will be able to see
this info on your chapter
web page.

66. 66

67. Edit Topic Delete
Connect only allows you
EDIT topic or
DELETE entry

68. Speakers appear on the
chapter website
automatically

69. REPORTS
View Available
Reports in BNI
Connect including:
•SPEAKER REPORT
•MEMBER BIO
•MEMBER TRAINING REPORT
•MEETING NOTES
•CHAPTER ROSTER
•CHAPTER TRAFFIC LIGHTS
NO DATA ENTRY REQUIRED

70. SPEAKER REPORT
Used to announce scheduled
speakers during meeting

72. MEMBER BIO REPORT
Used to announce keynote
speaker during meeting.

73. 73
Select member from
drop down &
Click GO

75. MEMBER TRAINING REPORT
Used to find out who is
current with MSP training.

76. 1
2 3

77. MEETING NOTES REPORT
•Can print or export
•Cannot Save in Connect

78. Blank space for keeping notes
when printed!

79. CHAPTER ROSTER
REPORT
Used to reconcile the web roster
at the beginning of the month.

80. Scroll down for
entire report

82. ST basics:
1. Get account and budget for expenses
2. How to set up speaker rotation
3. Chapter weekly meeting notes

83. Our first goal:
1. 30 members in 90 days
2. Why???

85. MARCH MADNESS
2016

86. 8
6
• January 12th- March 4th
• New Members= 100 pts
• Visitors= 10 pts
• Renewals= 15 pts
• No VP submitted Palms by Friday night
(midnight)= -15 pts, and no points
• Chapters in each conference/Divisions
• Stats released Monday morning on BNI Mid
America Facebook

87. OPEN HOUSE KICK OFF CELEBRATION
7 Steps to Success

88. STEP 1
 Can be 1 or 2 week process
 Goal is for each member to have 5 qualified visitors for
Open House

89. STEP 2
Bring invitation letters to meeting
 25 letters
 Stamped & addressed
 Unsealed

90. STEP 3
FOLLOW UP after letters sent
BE POSITIVE – Your attitude carries great influence!!!

91. STEP 4
RSVP YOUR VISITORS
Register in BNI Connect as Prospective Visitors

92. STEP 5
EXCHANGE CONFIRMATION SHEETS
 Call the yes’s 2 days before meeting
 DO NOT SKIP THIS STEP

93. STEP 6
OPEN HOUSE DAY!!!
 Open House Visitor Check In
 VH prints 3 registration sheets
 Set up an AWESOME Visitor Table

94. STEP 7
OPEN HOUSE FOLLOW UP!!!

95. Questions? Director Consultant
Is first line of communication