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Why Take on a Leadership Role?

...because Visibility + Credibility = Profitability

READ MORE ABOUT EACH ROLE

Responsibilities:

• Facilitates a smooth, timely meeting by following BNI Weekly Meeting Agenda and ensures meeting starts and stops on time. 

• Focuses on educating visitors about BNI. 

• Ensures all leaders are fulfilling their responsibilities.

• Provides direction & motivation for Chapter to meet goals.

• Communicates weekly with Chapter Coach/Director Consultant and/or Chapter Area Director. 

Skills/Attributes Needed:

• Learns to run the BNI Weekly Meeting Agenda without reading from a script so meeting offers good energy.

• Effectively delegates to leaders in other roles.

Requirements:

• Runs first half of monthly Chapter Success Meeting.

• Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

The Vice President, along with the 4 Membership Committee chairs, manage the chapter. 

They work collaboratively to conduct interviews, onboard new members, make venue decisions, and uphold BNI policies.

. . . . . . .   

Responsibilities:

• Chairs the Membership Committee (MC); conducts monthly and brief weekly MC meetings. 

• Ensures all Membership Applications are being reviewed; confirms chapter issues are handled in timely manner. 

• Alongside Membership Committee, makes decisions about venues, policies, memberships, applications, BNI policy, and sets expectation within BNI guidelines.

• Presents the VP report at weekly meetings, per BNI Meeting Agenda.

• Keeps accurate records of attendance, referrals given and received, visitors, One-to-Ones and closed business. 

• Submits the PALMS Report after EACH meeting.

• Enforces attendance policy by sending out letters as prescribed and by assigning MC Members any follow-up phone calls. 

• Ensures mentor program is fully implemented. 

• Prepares for 7-month check-ins. 

• Helps motivate Chapter to achieve goals. 

Skills/Attributes Needed:

• Capable of holding ALL members accountable. BNI policies and procedures apply equally to every member, regardless of their time in BNI or their TYFCB.

• Prepared to uphold BNI policies and procedures.

• Must be detail-oriented, good at delegation. 

• Ensures MC performs their roles. 

• Ensures member Accountability Letters are sent, as required.

• Motivates chapter to fulfill goals. 

• Capable of making Member and Applicant decisions that affect the Chapter's long-term health. 

Requirements:

• Runs second half of monthly Chapter Success Meeting.

• Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

Responsibilities:

• Tracks, announces, and collects venue fees. 

• Maintains 4-6 weeks of speaker rotation & topics in BNI Connect. 

• Introduces weekly speakers during meetings.

• Provides direction to the Chapter. 

• Ensures all members are correctly listed on chapter roster.

• Maintains Monthly Budget reports . 

Skills/Attributes Needed:

• Must be reliable and trustworthy to handle Chapter funds.

• Good attention to detail; timely at completing action items (i.e. weekly/monthly deposits and balancing of Chapter funds) 

Requirements:

• Attends first half of monthly Chapter Success Meeting.

• Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

The Vice President, along with the 4 Membership Committee chairs, manage the chapter. 

They work collaboratively to conduct interviews, onboard new members, make venue decisions, and uphold BNI policies.

. . . . . . .   

COMMUNITY BUILDER CHAIRPERSON: 

• Maintains and communicates the Top 10 list of most wanted professional classifications. 

• Schedules visitor events. 

• Communicates with Chapter Coach/Director Consultant and/or Chapter Area Director. 

. . . . . . .   

Additional responsibilities of all 4 Roles:

• Reviews and selects applicants for Chapter membership by conducting interviews, checking references, and holding One-to-Ones with applicants

• Follows up on attendance by making friendly phone calls that reinforce attendance policy.

• Makes decisions related to issues arising with Chapter members

• Coaches members so they're more successful.

Skills/Attributes Needed in all 4 Roles:

• Appreciates how BNI Policies support the Chapter success.

• Consistently enforces policies and makes decisions.

• Completes action items in timely manner. 

Requirements:

• Attends entire monthly Chapter Success Meeting.

  • Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• Click here for training course 

The Vice President, along with the 4 Membership Committee chairs, manage the chapter. 

They work collaboratively to conduct interviews, onboard new members, make venue decisions, and uphold BNI policies.

. . . . . . .   

MEMBER ENGAGEMENT CHAIRPERSON: 

• Encourages member participation in the Power of One. 

• Reviews Traffic Lights and PALMS reports to engage struggling members. 

• Communicates with Mentor Coordinator to ensure new members are engaged in the Mentor or Passport Program. 

• Ensures all renewals are approved/declined in timely manner. 

• Communicates with Chapter Coach/Director Consultant and/or Chapter Area Director. 

. . . . . . .   

Additional responsibilities of all 4 Roles:

• Reviews and selects applicants for Chapter membership by conducting interviews, checking references, and holding One-to-Ones with applicants

• Follows up on attendance by making friendly phone calls that reinforce attendance policy.

• Makes decisions related to issues arising with Chapter members

• Coaches members so they're more successful.

Skills/Attributes Needed in all 4 Roles:

• Appreciates how BNI Policies support the Chapter success.

• Consistently enforces policies and makes decisions.

• Completes action items in timely manner. 

Requirements:

• Attends entire monthly Chapter Success Meeting.

  • Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

The Vice President, along with the 4 Membership Committee chairs, manage the chapter. 

They work collaboratively to conduct interviews, onboard new members, make venue decisions, and uphold BNI policies.

. . . . . . .   

MEMBER RELATIONS CHAIRPERSON: 

• Follows the structured conflict resolution process as defined in the training manual. 

• Identifies any leading indicators that might cause concern. 

• Deals with classification conflict within the chapter. 

• Communicates with Chapter Coach/Director Consultant and/or Chapter Area Director regarding any conflicts. 

. . . . . . .   

Additional responsibilities of all 4 Roles:

• Reviews and selects applicants for Chapter membership by conducting interviews, checking references, and holding One-to-Ones with applicants

• Follows up on attendance by making friendly phone calls that reinforce attendance policy.

• Makes decisions related to issues arising with Chapter members

• Coaches members so they're more successful.

Skills/Attributes Needed in all 4 Roles:

• Appreciates how BNI Policies support the Chapter success.

• Consistently enforces policies and makes decisions.

• Completes action items in timely manner. 

Requirements:

• Attends entire monthly Chapter Success Meeting.

  • Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

The Vice President, along with the 4 Membership Committee chairs, manage the chapter. 

They work collaboratively to conduct interviews, onboard new members, make venue decisions, and uphold BNI policies.

. . . . . . .   

QUALITY ASSURANCE CHAIRPERSON: 

• Before they are accepted into the chapter, verifies that Applicants are high-quality business professionals and offer a strategic fit within the chapter.

• Ensures application process is running efficiently (New Member approval/decline process should take no longer than 2 weeks)

• Ensures 7-month check-in interviews are consistently occurring. 

. . . . . . .   

Additional responsibilities of all 4 Roles:

• Reviews and selects applicants for Chapter membership by conducting interviews, checking references, and holding One-to-Ones with applicants

• Follows up on attendance by making friendly phone calls that reinforce attendance policy.

• Makes decisions related to issues arising with Chapter members

• Coaches members so they're more successful.

Skills/Attributes Needed in all 4 Roles:

• Appreciates how BNI Policies support the Chapter success.

• Consistently enforces policies and makes decisions.

• Completes action items in timely manner. 

• Must possess strong computer skills.

Requirements:

• Attends entire monthly Chapter Success Meeting.

  • Attends LT Roundtables. On the rare occasion you cannot attend, a Leadership Team support member may substitute for you. 

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

The Education Coordinator plays a key role by educating chapter members, visitors and guests on BNI-related topics. 

Responsibilities:

• Researches, reviews, and references BNI-related podcasts, books, blogposts, videos and BNI Business Builder online courses.

• Works closely with President, VP and other leaders to educate Chapter-specific issues that arise (i.e. inviting more visitors, or the attendance policy).

• Prepare a 2-3 minute Networking Education Moment every week.

Skills/Attributes Needed:

• Possesses solid public speaking skills. 

• Good communicator. 

• Enjoys learning and sharing information. 

• Motivates people to reach goals. 

• Enjoys researching educational topics.

Requirements:

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

"You never get another chance to make a first impression."  

Responsibilities:

BEFORE meeting:

• Set up Visitor registration table before meeting starts. 

  • For BNI online chapters - they ensure the networking breakout rooms are pre-set up and visitors are engaged with in those rooms.

• Manage all visitor sign-ins & introductions. 

• Strive to make a positive first impression to visitors and member substitutes. 

  • Greet with a friendly face. 

  • Give them a brief overview of what to expect.

DURING meeting:

• Conduct visitor orientation:

  • Answer questions. 

  • Explain application process and payment options.

  • Encourage applying. 

AFTER meeting:

• In BNI Connect® visitor portal: 

  • Confirm attendance of all pre-registered visitors who attended. 

  • Manually enters any visitors who attended but did NOT pre-register. 

• Follow up with visitors by a phone call within 24 hours of meeting.

• Notify VP if Visitor supplies need to be ordered.

Skills/Attributes Needed:

• Ability to build and maintain a strong, energetic Visitor Host team.

• Values arriving early for meetings. Consistently prompt each week. 

• Has a positive, energetic outlook.

• Enjoys finding commonalities in others and loves connecting people.

• Solid skills with answering visitor questions about BNI®.

• Able to address and overcome objections during visitor orientation.

Requirements for all Visitor Hosts:

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for training course 

Mentor Coordinator is responsible for New Member experience and engagement. 

Responsibilities:

• Communicates with Chapter President, VP, and MC to know what new members they will be inducted soon. 

• Conducts New Member Orientation 

• Manages the Mentor / Passport Program. 

• Assigns 10 Member Mentor roles. 

• Ensures each Member Mentor is reaching out to the new member in a timely manner (not the other way around)

• Ensures each Mentor has their one-page guide for the mentoring topic they are assigned. 

• Helps New Members schedule one-to-ones with existing members who can assist them with specific topics. 

• Follows up weekly with New Members to ensure progress is occurring.

Skills/Attributes Needed:

• Comfortable connecting new Members with existing Members. 

• Willing and able to follow a proven process. 

• Organized enough to know where all new Members are in their mentoring program process.

Requirements:

• Attends first half of monthly Chapter Success Meeting.

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

• Must complete role-specific Leadership Team training in BNI Business Builder (or attend in-person training, if available). 

Link to Role Training in BNI Business Builder:

• • Click here for MENTOR COORDINATOR training course 

(section under construction)

This role can be one person OR the role can be split.

Responsibilities:

• Manage the chapter's Facebook page / public group and any other social media platforms.

• Ensure adherence to BNI branding standards <insert link>

• Announce upcoming BNI-related courses/workshops/events during weekly Chapter meeting. 

• Lead by example

• Read the BNI Corporate newsletters for content.

• Members personal events are not announced during the Communications Coordinators part in the agenda.

Skills/Attributes Needed:

• • xx.

Requirements:

• Must possess strong computer skills.

• Must consistently check and respond to BNI-related emails.

The FAQs

How are Leadership Team Elected?

• Chapter nominate members for every role. 

How long is the term in office?

• • All leaders are required commit to serve for 12 months. 

  • If a President, Vice President, Secretary/Treasurer steps down during the term, that Officer could be asked to resign from their chapter altogether.

How often am I required to attend Leadership Team orientation?

• • All roles must have completed the Member Success Program in the prior 12 months to taking on the role. 

  • All roles must complete role-specific Leadership Team training online, in BNI Business Builder (or attend in-person training, if available). 

  • President, Vice President, Secretary Treasurer, and MC members are required to attend LT Roundtables. 

  • The BNI Franchise Agreement requires that all Executive leaders (P, VP, S/T, MC) are trained for a minimum of 12 hours a year. 

    1. In order for us to meet our Franchise Agreement, officers are required to the all of the following:

       • Complete online orientation (and/or in-person LT training if it's available)

       • Participate in monthly LT Roundtables. 

Is LT Training required for Visitor Hosts or Mentor Coordinators?

• • Yes, they are required to attend. Often, people accept these roles and have no idea what to do, or how the role should have a positive impact on the chapter. The Chapter's strength relies heavily on how well ALL Leaders perform their job. 

• • LT Training provides all Leaders with tools needed to make a difference in their chapter’s success. 

  • LT training creates opportunities to network. It develops leadership skills.

What are the costs for Leadership Team Training? 

No costs. 

What reports are required? 

• • Chapter Success Meetings

    • Every Leader plays a part in the monthly Chapter Success Meeting (CSM).  Multiple reports are generated for this monthly meeting

• • First half of CSM is run by the President. 

    • Required attendees for 1st half: President, VP, Sec/Treas, Membership Committee, Mentor Coordinator

  • Second half of CSM is run by the Vice President 

    • Required attendees for 2nd half: VP, Membership Committee

• • PALMS

    • VP is responsible for submitting PALMS reports in BNI Connect, within 48 hours after every Chapter meeting. 

Do Membership Committee Chairs have to attend orientation?

• • Yes. The Membership Committee is the backbone of the chapter. 

  • BNI is constantly looking at ways of improving our membership. New policies are adopted, new procedures are put into place and ways of improving the chapters are constantly discussed. 

  • MC members who fail to attend training will often derail the chapter process.        

As an Leader, do I pay membership dues while in office?

• • Yes. Before taking office, the incoming officer  MUST have at least 60 days remaining on their membership.