BNI Melbourne Inner East

Review of March

Here is the

Chapter Success Meeting

Agenda.

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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 Melbourne Inner East

Sponsorship 2025

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

BNI Melbourne Inner East

Sponsorship 2026

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

Melbourne Inner East Business Plan 2026

• Add one net new member per month to the chapter
• New members in the Green within 3 months of joining (after completing the Passbook to Success)
• 100% members in the Green (excluding new member under 3 months)
• Prioritise our “Passbook to Success” process to assist new members.
• We have Power Teams for:
1. Property and Lifestyle (MC)
2. Sales & Marketing (TH)
3. Professional Service (RB)

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Melbourne Inner East Business Plan 2026

Discuss and confirm

Mission and Vision

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Our vision is to bring like-minded business owners together​

for the purpose of changing the way we do business, by​

encouraging increased collaboration that assists in serving​

our clients to a higher level, while growing our businesses.

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Our mission is to help members increase their business through a structured, positive, and professional “Word of Mouth” program that enables them to develop long term meaningful relationships with quality business professionals.

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Our Chapter goals

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1. To assist members in embracing the opportunities within this group and its powerful contact spheres.​

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2. Introduce this network to other like-minded business owners.​

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3. Help members expand and grow their business.​

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4. Have fun along the way.

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• I propose we read these once a month to remind members and guests

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Melbourne Inner East Business Plan 22/23

Targets

Attendance - In the Green -have a back up substitute. Have a back up talk. Buddy with another BNI member at another chapter

- Record Max 3 absences ( then the seat is open), 3 substitutions, call absentees

1-2-1 In the Green -Hold each other accountable. Reach out to those in the red, or who are new,

-Power groups, set them up-regular, in the schedule, agenda, plan

-Use the gains profile

CEU In the green - Record the stats, set up for listening in the car.

Visitors- -Further training on how to do it ( Robert Bonifacio)

- Theme days

- Use our success to attract others

- Niching down

Online etiquette - Camera on, engaged. No driving, be on time

Passport - This will be plugged into the meeting to ensure it is flowing correctly and new members are supposed

.Topics of education to be delegated to member to cover in 121

Minimise members exiting -3 /7 monthly reviews- Carol, Vicki Russell

- Technical onboarding- Colm

Social Events - Currently under development including theme days

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+Social Media

Drivers

Outcomes

Members : 36 Members by 28th February 2023

40 Members by 23rd June 2023

45 Members by 23rd December

Reach TYFCB $5m ($416K/month) or better by December 2023

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Summary from our February 2026 meeting. Who is taking minutes today please?

Actions and Updates

• Name Badges: Robert expects the badges to arrive by the Round Table meeting on 21 February. He will disburse at next gathering.
• New Member Enquiry: Jim followed up with Angela; she has confirmed she is not interested in joining.
• Tax Consultant Category: Robert will add a slide to the weekly presentation outlining the difference between a Tax Consultant and an Accountant and confirm the differences.
• Visitor Hosts: The Leadership Team will discuss adding additional members to the Visitor Host team.
• Weekly Presentation Slides: Jim will record a short video on how to add slides to the weekly presentation. This will be sent to members who update slides.
• Traffic Lights Update: Tim will contact members with low statistics for 1-2-1 meetings.
• Go for Green: Tim will continue in this role.
• New Leadership Team: The new Leadership Team will commence from 1 April 2026 and will attend the required training.

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1. Actions from the last meeting

Tax Consultant vs Business Services​

Tax consultant seat. (open seat)​

1. Small Business & Sole Trading tax returns​
2. Individual tax returns​
3. PAYG returns (wage and salary)​
4. Trust distributions​
5. Annual registrations​
6. Tax support eg CGT, FBT.​

Not limited by size and turnover

Business Services seat held by Jim Sutton of PCR​

Strategic high-level Business Services advice seat.​

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1. Revenue and Wealth Growth​
2. Cash flow management​
3. Profit improvement​
4. Asset protection​
5. Succession Planning​
6. Virtual CFO​
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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 -1

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

Net Growth Actions to Be Noted

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

October 24 to April 25

President: Carol Pages​

Vice-President: Justin Hooper​/Robert Bonifacio

Secretary/Treasurer: Luke Fuller​

Visitor Host Coordinator: Tony Melville

Education Coordinator: ​Ryan Tregea

Social Media: Aiden Suggate

Mentor Coordinators: Jim Sutton and Kim McAuliffe Phillips​

Membership Committee: Tony Melville, Kishani Navaratne, Robert Bonifacio​,

Colm Macgowan, Russell Jones, Ryan Tregea​, Tom Hals

Visitor Hosts: Jamie Roberts, & Geordie Dixon & Chris Kioutsoukis

Go 4 Green: Kishani Navaratne, & Rachel Baker​

Zoom Master: Evangeline Myers

Online Etiquette: Vicki Lawler​

Slides and Tradesheet: Mariana Tsecoutanis​

Social Events Chair: Marc Cam ​

Support Director: Michelle Zelig

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Chapter Roster Report

Chapter Roster Report

New Chapter Roster Report

April 25 to October 25

President: Carol Pages​

Vice-President: Robert Bonifacio

Secretary/Treasurer: Vicki Lawler

Visitor Host Coordinators: Rachel Baker

Visitor Hosts: Michael, Brent, Chris, Tim, Jamie, & Patrick

Education Coordinator: ​Ryan Tregea

Social Media: Aiden Suggate

Mentor Coordinators: Jim Sutton ​

Membership Committee: Kishani Navaratne, Colm MacGowan, Tony Melville, Brent Martin & Justin Hooper

Membership Committee Disputes: Tony Melville

Membership Committee Reviews: Ash and Luke

Go 4 Green: Sue Thomas

Zoom Master & Online Etiquette Tom Hals

Slides and Tradesheet: Mariana Tsecoutanis​

Growth & Social Events: Evangeline Myers

Support Director: Michelle Zelig

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New Chapter Roster Report

From October 25

President: Jim

Vice-President: Robert

Secretary/Treasurer: Vicki

Visitor Host Coordinators: Brent

Visitor Hosts Team: Michael, Chris, Ryan, Rachel, Luke, & Russell

Education Coordinator: ​Sue and Mariana

Social Media: Colm

Mentor Coordinators: Eddie and Tony (onboarding) ​

Membership Committee: Applications: Weicen, Kavitha, Tim and Patrick

Membership Committee Disputes: Carol & Tony

Membership Committee Reviews: Ash and AK

Go 4 Green: Tim

Zoom Master & Online Etiquette Tom

Slides and Tradesheet: Vicki

Growth & Social Events: Evangeline Myers

Support Director: Michelle Zelig

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New Chapter Roster Report

From April 26

President: ?

Vice-President: Patrick

Secretary/Treasurer: Evangeline

Visitor Host Coordinators: Megan

Visitor Hosts Team: Michael, Chris, Rachel, Luke, Kym & Russell

Education Coordinator: ​Sue

Social Media: Colm

Mentor Coordinators: Eddie and Tony (onboarding) ​

Membership Committee: Applications: Kavitha, Tim and TBA

Membership Committee Disputes: Carol & Tony

Membership Committee Reviews: Ash and AK

Go 4 Green: Tim

Zoom Master & Online Etiquette Tom

Slides and Tradesheet: Simon

Growth & Social Events: Georgia

Support Director: Michelle Zelig

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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

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)

Goal / KPI Actions to Be Noted

Regional Chapter Traffic Lights Report (NOW)

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1. Do we have any concerns? 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

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

Robert Bonifacio

First Year Retention is 57.14%

6. Passport to Success

3 month Review

Passport to Success Actions to Be Noted

Key Messages to confirm

• Keep head 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 Roles - April 25

Membership Committee - Quality Assurance - applications Tim, Patrick, Kavitha nad Weicen

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Membership Committee - Member Engagement (reviews) Ash and AK

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Membership Committee - Member Relations Carol and Tony

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Go for Green Tim

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New Application

• Peter Rea - Invoice sent
• Tim Wight - Pending

Non Performing Members

1. Who needs some help.

• Will Anderson

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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

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Process for new member applications:

• Application received - Tony to contact
• an existing member’s position respected and protected as a matter of course. Tony to send email
• before sponsoring a new member speak to any member who might be affected email to group around the process
• when application received –
• MC identifies existing members who might be affected. Refer to point 2
• MC meets and discusses with members affected and meets to discuss. If proceeding - discuss issues/impacts etc. case by case - if proceeding reference check
• If appropriate, discussion between the applicant and the existing member . who?
• if all okay application can proceed through usual process of interview and reference checking etc. who?
• sponsors of potential members are excluded from the process. who?

Membership Committee - New Member process

1. We receive a new application - Who contacts to book a meeting?

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• Notify committee of time of meeting

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• Identify conflicts - contact conflicts via phone - who?

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• Send conflict email to chapter - responses via email only. Who?

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• MC to discuss applicant Pros/Cons. Accept applicant.

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Process for new member applications: (As at 26th June 2025)

1. Our Aim is that the applications should be processed within 7 – 10 days
2. Identifying who is responsible for the different steps.
3. Suggest the VP as chair of the membership committee calls the applicant and let them know we have their application and he/she will organise the membership committee members to call the applicant and ask them when they are available for such call.
4. VP will send an email to MC and ask who is available to process this application.
5. VP will then hand the applicant over to the two who have said they are available.
6. The 2 members will then upload application to Trello and also update relevant notes to Trello.
7. One of 2 members will advise the chapter members that we have an application and ask them to share any concerns by a particular date and say give the members two working days to reply.

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Process for new member applications (continued):

8. The two Membership committee representatives will do their assessment, research and due diligence, which should include speaking to and/ or interviewing the candidate. If there is an obvious clash only one member needs to call and no need to proceed with a formal interview but just explain the position . In that event step 7 could be ignored but believe the Trello process is important for keeping statistics.

9. They then report their findings and recommendations back to the VP and MC via email.

10. If the process is not completed by the next meeting, VC will invite the applicant back to visit the chapter next Friday.

11. When the process is complete, VC will then relay the message to the applicant and either commence induction by passing details to the mentor coordinator or advising the applicant they have not been successful.

12. If there is an obvious seat clash we should use item 8 to glean how we might help the applicant find another chapter more suitable without the formal interview process and thank them for their interest.

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)

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)

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)

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

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