Table of Contents for this page (click to scroll where you need)

🟠 How to find Secretary/Treasurer data & reports in BNI Connect 

• Viewing/Assigning Speaker Roster: Operations > Chapter > Meeting Management > View/Edit Speakers

• Generating Speaker Report: Reports > Chapter > Speaker Report

• Member Bio: Reports > Chapter > Member Details > View Member Bio 

• Member GAINS: Reports > Chapter > Member Details > View Member GAINS

• Member Training Report: Reports > Chapter > Member Training Report

• Finding Upcoming Renewals (Members with "Pending Renewal" status) 2 options: 

  1. Operations > Chapter > Manage Memberships > View Pending Applications (or)

  2. Reports > Chapter > Membership Dues Report

🟠 How to open a Chapter Bank Account

• • Instruction for opening a Chapter Bank Account 

🟠 Download the BNI Timer App 

• BNI Timer - iOS app | Android app

🟠 Need copies of BNI business docs like our W-9? 

• Contact Regional Leadership & explain what you need. 

🟠 BEFORE the Chapter Meeting 

(*Please note - not all items apply to chapters that meet online.)

• Arrive 15 minutes early to the meeting. Prepare for a successful meeting.

• Have Speaker Rotation List ready to announce upcoming speakers. (see tips below)

• Have Biography Sheets ready for today’s speakers. 

• Have Monthly Membership Dues Report available to remind Members who is upcoming on their renewal.

🟠 DURING the Chapter Meeting Each Week

• Time the member weekly  presentations and visitor introductions.  (links to download BNI timer apps are above).

• Announce upcoming speakers for the next four to six weeks (Reminder: Optional door prize should be brought by the Feature Speaker(s) each week).

• Introduce each speaker thoroughly and quickly, using their Biography Sheets.

• Announce which Members’ due to renew in the next 60 days. Announce which Members are late. Remind Members to pay their Chapter fees.

🟠 AFTER the Chapter Meeting Each Week

• Participate in any Chapter Success Call with your Director (along with your President and Vice President).

• Make bank deposits of monies received during the meeting from meal payments and room fees only.

• Continue to rotate Members on the speaker rotation list - enter Member’s speaking topic and date in BNI Connect.

• Ensure you received your Director/Director Consultant’s Feature Presentation schedule; add their speaking dates to your rotation list.

🟠 AS-NEEDED

• Conduct new member One-to-Ones as a Mentor in the Passport to Success Program.

• Pay bills, with approval of President.

🟠 MONTHLY

• Attend monthly Chapter Success Meetings - Report on Chapter Roster, Membership Dues Report, and Chapter bank account.

• At  the final Chapter meeting each month, connect with Member Engagement Specialist. Ensure upcoming approved Membership Renewal Applications have been processed.

• Print a current Chapter Roster from BNI Connect and place on Member Resource Table.

• Balance Chapter checkbook.

🟠 ANNUALLY

• Create a budget for your BNI Chapter

• Help facilitate the Leadership Team Training Registration process for the following year's Incoming Leadership Team.

• Participate in Leadership Team Selection Process, as guided by your Director/Director Consultant.

. . . . . . . . . . . . . . 

This narrative above is an excerpt from our Leadership Manual - Franchise Regions 2023

NOTE: The Chapter Operations Manual cannot be shared publicly.  You must access it from within BNI Business Builder. 

1. 1. Click this link.  It takes you to BNI Business Builder.  

   2. Once logged in, the site will redirect you to the Chapter Operations Manual.

The Feature Presentation is a membership benefit vital to relationship-building within the BNI Chapter. 

According to Policy #8: 

• Only BNI Members who have completed the Member Success Program, and BNI Directors/Director Consultants can do Feature Presentations during the BNI Meetings. 

• New Members must also have access to deliver their Feature Presentation and must complete Member Success Program before being added to the rotation.

• It is critical each Member has access to this membership privilege. 

Tips for Creating the Speaker Rotation Schedule

1. When creating the speaker rotation, use the Chapter Roster Report on BNI Connect. The roster is in alphabetical order, which can become the order of the speaker rotation.

2. Once you have a first draft, you may ask Members with cyclical businesses if they would like to speak during a certain part of the year (i.e. landscaper in February to get ready for spring planting or a florist just before Valentine’s Day).

3. Enter your final draft into BNI Connect by going to Operations >> Meeting Management >> View/Edit Speakers. By entering your upcoming Featured Speakers here, Members automatically receive an email reminding them of their presentation date. It also reminds them to complete their Member Biography Sheet online.

4. Additionally, by entering your speakers online in BNI Connect, your Chapter’s web page will display your upcoming speakers and their respective topics.

5. Be sure to include your Director/Director Consultant’s speaking schedule, if provided to you in advance.

6. Enter eight weeks and leave two weeks open. These slots will be for new Members completing the Member Success Program and your BNI Director/Director Consultant. When you have an opening six weeks out, you can insert someone in from another part of the list.

. . . . . . . . . . . . . . 

This narrative above is an excerpt from our Leadership Manual - Franchise Regions 2023

NOTE: The Chapter Operations Manual cannot be shared publicly.  You must access it from within BNI Business Builder. 

1. 1. Click this link.  It takes you to BNI Business Builder.  

   2. Once logged in, the site will redirect you to the Chapter Operations Manual.

Tools used by Presidents, Vice Presidents, and Sec/Treasurers are HERE

All BNI-related Websites, Podcasts, Support URLs, Blogs, and Social Media are HERE

⭐ Leadership Teams make a Chapter successful!⭐  

Click to learn about the Rewards, and Responsibilities of all LT Roles!