BNI Referral Exchange

Review of June

Here is the Chapter Success Meeting Agenda

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Who is capturing the actions?�(blank form available in our CSM folder or on the email from head office)

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Welcome Leaders

Next level considerations……

Create actions today that will have an impact on these KPI’s that we measure

Snapshot of DIRECTION & PROGRESS

Data from Regional chapter traffic lights - Rolling 6 months

BNI Referral Exchange Sponsorship 2025

Member Highlighted Green when they have sponsored another Referral Partner in our region

BNI Referral Exchange Sponsorship 2026

Member Highlighted Green when they have sponsored another Referral Partner in our region

Go over the action items for last month. Are they completed?

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1. Actions from the last meeting

Visitor Attendance from Visitor Host Coordinator

• Number of visitors last month
• Visitor who submitted applications and their category
• What visitors could be still followed up to apply

• Are there any opportunities for improvement in the entire visitor process?
• Consider your visitor experience? If they were your customer was the experience of a high level?
• Capture any actions for the visitor host team to complete.

2. Review Visitor Attendance

Next level considerations……

Visitor Actions to Be Noted

Discuss the net growth for the previous month. �Data is for only the past month.

The goal of the chapter should be net one if the chapter wants to remain the same size and net two or more if the chapter wants to be on a growth path.

3. Membership Review

Last month your Net Growth was -2

Who left this month? Why? Update Trello if anyone is missing from the dropped list.

Net Growth Actions to Be Noted

A) Review the Chapter Roster Report on the next slide to determine if the chapter has a complete Leadership Team and members for every key role.

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This information is used for communicating the correct information to the right people and your access in BNI Connect.

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To update the roster email the Melbourne Central Admin team or your director to correct BNI Connect

4. Reports Review

Chapter Roster Report

Chapter Roster Report

B) Over the next 2 slides

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Review the Chapter Roster Report to determine how the chapter performed in the three month PALMS.

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It is important to look at this trend compared to the Chapter Traffic Lights to see if there is a change in performance.

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The Chapter Traffic Lights shows the last six months which makes it hard to see recent trends.

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What are the current trends?

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What actions can we take to address these trends?

• Education topics
• Membership Committee follow ups
• Chapter communications?

4. Reports Review

Next level considerations……

Chapter Roster Report – 90 days of PALMS (12 weeks)

It is important to consider the Referrals Received (RR) column

Don’t get stuck on individuals look at the overall trends for all members. Membership committee supports individuals.

FYI - 1 a week for 90 days is an average 12 and 3 months (so 3 visitors and 12 Referrals and 121s)

Chapter Roster Report – 90 days of PALMS (12 weeks)

It is important to consider the Referrals Received (RR) column

Don’t get stuck on individuals look at the overall trends for all members. Membership committee supports individuals.

FYI - 1 a week for 90 days is an average 12 and 3 months (so 3 visitors and 12 Referrals and 121s)

Represents 6 months

Represents 6 months

Trend Actions to Be Noted

C) Review the Region Chapter Traffic Lights. (On the next Slide)

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The chapter should have the goal of being in the top percentage bracket in all areas if possible.

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Depending on the size of the chapter and the goal for inviting visitors, it may be acceptable for the visitor conversion rate to be lower than the maximum point value.

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Size +30, Growth above +2, Retention 70%, Referrals +1.11, Visitors +2, Absences -5%

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What were you goals on the first slide?

• Are you on track?
• What is one thing you could focus on this month to help achieve your goals?

4. Reports Review

Next level considerations……

Regional Chapter Traffic Lights Report (last month)

Regional Chapter Traffic Lights Report (NOW)

Goal / KPI Actions to Be Noted

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1. Is our venue still suitable? How are venue relations? Are there any areas of opportunity?

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• How can concerns be addressed before they become written complaints?

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• How did the weekly meeting look to the director?

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5. Other

Actions Require by June 30th:�

• Email the admin team if your chapter is going dark. Reminder to mark PALMS as holiday and update the admin team.

6a. Who are the new members and what is their progress.

�6b Brainstorm ideas for helping new members get back on track

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�Question – Is your Chapters Passport Mentor Roster up to date?�

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Here is your tracker sheet

6. Passport to Success

First Year Retention is 12.50%

BNI Referral Exchange - Passport and MSP Progress

Passport to Success Actions to Be Noted

Key Messages to confirm

• Keep the office up to date with role changeovers and when you are returning to in person meetings

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• Share the upcoming speed networking event

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After Main Meeting before MC

• Send out the minutes of the Chapter Success meeting�
• Update your Director Team

Membership Committee Meeting

Membership Committee Meeting (without President, or Treasurer)

7. Member Traffic Lights based on the Power of One (next slide is the traffic lights)

1. Look at the distribution of green, yellow, red and gray. The goal is to have as many people as possible in the green. What can be done to move people from the yellow to the green, from the red to the yellow and grey to red?

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How can the Education Moments be used to improve member performance?

Represents 6 months

Represents 6 months

Membership Committee Meeting (without President, or Treasurer)

1. Confirm that actions you noted to help members change their colours
2. What education topics were identified

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Membership Committee Meeting (without President, or Treasurer)

• Confirm that actions you noted to help members change their colours
• What education topics were identified

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Membership Committee Meeting (without President, or Treasurer)

b. For the members in the bottom three positions. What can be done to help them improve performance? � Note: There is a misconception that new members can be in the grey without alarm. If the new members are actively involved in the Passport to Success Program, they will be in the yellow (completing Member Success Program for CEUs, completing one to two One-to-Ones per week and attending meetings regularly achieves 60 points).

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c. Discuss how the Mentor Coordinator and the Go 4 Green Coordinator can help support getting these members more engaged.

Represents 6 months

Represents 6 months

Membership Committee Meeting (without President, or Treasurer)

Confirm the actions noted regarding the bottom 3 and how we will support them.

Membership Committee Meeting (without Mentor Coordinator)

8. Seven-Month Review – This information can be found on the Membership Dues Report and trello

a. Who is up for renewal in the five months?

b. Who is the best person on the Membership Committee to have a one-to-one conversation with

the member? This person needs to have a relationship but not be so close that the conversation

can’t be constructive

c. Complete the top portion of the Seven-Month Review for each person up for renewal in five

months.

Membership Dues Report

Membership Dues Report

Chapter Roster Report – 90 days of PALMS (12 weeks)

It is important to consider the Referrals Received (RR) column

Don’t get stuck on individuals look at the overall trends for all members. Membership committee supports individuals.

FYI - 1 a week for 90 days is an average 12 and 3 months (so 3 visitors and 12 Referrals and 121s)

Chapter Roster Report – 90 days of PALMS (12 weeks)

It is important to consider the Referrals Received (RR) column

Don’t get stuck on individuals look at the overall trends for all members. Membership committee supports individuals.

FYI - 1 a week for 90 days is an average 12 and 3 months (so 3 visitors and 12 Referrals and 121s)

Membership Committee Meeting (without Mentor Coordinator)

8b.. 3 & 10 Month Review – This information can be found on the Membership Dues Report.

a. Who is up their 3 months & 10 months?

b. Who is the best person on the Membership Committee to have a one-to-one conversation with

the member? This person needs to have a relationship but not be so close that the conversation

can’t be constructive

c. Use the Trello checklists for ask the questions you are checking in for. Eg Are you renewing? When are you paying?

Membership Dues Report

Membership Dues Report

Chapter Roster Report – 90 days of PALMS (12 weeks)

It is important to consider the Referrals Received (RR) column

Don’t get stuck on individuals look at the overall trends for all members. Membership committee supports individuals.

FYI - 1 a week for 90 days is an average 12 and 3 months (so 3 visitors and 12 Referrals and 121s)

Chapter Roster Report – 90 days of PALMS (12 weeks)

It is important to consider the Referrals Received (RR) column

Don’t get stuck on individuals look at the overall trends for all members. Membership committee supports individuals.

FYI - 1 a week for 90 days is an average 12 and 3 months (so 3 visitors and 12 Referrals and 121s)

Membership Committee Meeting (without President, or Treasurer)

Did we update Trello?

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Does Trello have the updates from the reviews last month?

Membership Committee Meeting (without Mentor Coordinator)

9. Approving Renewals – This information can be found on the Membership Dues Report.�

a. Who is up for renewal in the next 60 days?�

b. If the person is going to be renewed, it can be communicated immediately.�

c. If a person is not going to be renewed, it must not be a surprise. It is important the Seven-Month

Review reflected the member had many development opportunities. If it would be a surprise to

the person, a coaching conversation must be had in the next 30 days to explain the situation.

The final decision on non-renewal should happen on or around the member’s renewal date.�

d. It is important that the BNI Regional Office knows the person is not going to be renewed so that

administrative processes like reminders can be stopped. Please communicate non-renewals to

the BNI Regional Office in the way they have prescribed.

Membership Committee Meeting (without Mentor Coordinator)

10. Progress of Written Complaints�

a. All written complaints should be handled upon receipt. This is the time for the Membership

Committee to review status and determine next steps to urgently complete review processes.�

b. Has the Secretary/Treasurer had any issues with people paying Chapter Dues that need to be

addressed?

After Meeting

• Send out the minutes of the Chapter Success meeting�
• Send out minutes of the Membership Committee Meeting�
• Update trello and ensure Trello is up to date with reviews

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• Update your Director Team

Final Actions to Be Noted