BNI ATL Chapter Success Meeting Form

Chapter Success Meeting Form

PROVIDED FOR BNI ATLANTA CHAPTERS ONLY (LIVE SYSTEM)
This form is to be used by BNI Atlanta's Chapters only. The Monthly Chapter Success Meeting is the former Leadership Team Meeting, Membership Committee Meeting and Director Consultant Meeting wrapped into one. It should happen the first or second week of the month when the Director Consultant visits the Chapter.

Attendees
- The Vice President and Membership Committee are present for the entire meeting.
- The President, Secretary/Treasurer and Visitor Host Coordinator (optional) will attend through the Passport to Success Progress agenda item.
- The Mentor Coordinator will attend through the Power of One Report review.
  Preparation for the Meeting
In preparation for the meeting, copies of the following reports should be available during the meeting:
- Chapter Success Meeting Form – This Form
- Chapter Success Meeting Report – previous month
- Chapter Visitor Report – BNI Connect®
- Visitor Registration Report – BNI Connect®
- Visitor Not Attended Report – BNI Connect®
- Chapter Roster Report – BNI Connect®
- Chapter Traffic Lights – BNI Connect®
- Members Power of One Report - BNI Business Builders
- Membership Dues Report – BNI Connect®
- Seven-Month Review (as many as needed)
Chapter Name:*
BNI Atlanta Chapter Name
Scribe:*
Email:*
Meeting Date:*

MonthDayYear
In Attendance:

(You may enter two names on each lline if you need more spaces.)
1.*
2.
3.
4.
5.
6.
7.
8.
9.
Chapter Review
Review action items from last meeting (VP)
Result
Action Item
Review Visitor Attendance (Sec/Treas or VH)

Number of visitors in the last month?Who has applied (Name & Category)?Who needs follow-up (Name & Category)?
Result
# of Visitors in the last month: # Applications:
Action Item
Membership Review (VP)

Number of new members last month?Number of dropped last month?Discuss Net growth. What's your Strategy? (Goal net 1 per month)
Result
# of new members last month: Number of Dropped Members: Net Growth last Month: Is Top Ten List Current?
Action Item (Growth Strategy)
Report Review

Chapter Roster ReportFull Leadership Team?PALMS Data on Roster ReportChapter Traffic Lights
Result
Any Open Roles to fill?
Any Seats in Jeopardy due to attendance?
Any Sub Abuse issues?
Are All Active Member on Roster?
Are In-Active Members Dropped?
Discuss any changes in performance.
Action Item
Other
Result
- Progress of Active Candidates who submitted an Application?
- Discuss Chapter Growth Activity or Strategy.
- Discuss in detail new Members who are not on track. Brainstorm ideas to help them get back on track.
Action Item
Passport to Success Progress - Mentor Progress
Name:
Name:
Name:
Name:
Result
Action Item
At this point the President, Secretary/Treasurer and Visitor Host Coordinator leave the meeting.
Member Traffic Lights Report based on Power of One Review
Name:
Name:
Name:
Result
- The goal is to have as many people Members as possible in the green.
- How can the Education Moments be used to improve Member performance?
- Discuss how the Mentor Coordinator can help support getting these Members more engaged.
Action Item
At this point the Mentor Coordinator leaves the meeting.
Seven-Month Reviews (Who is up for renewal?)
Name:
Name:
Name:
Name:
Result
- Who is up for renewal in five months?
- If the person is going to be renewed, it can be communicated immediately.
Action Item
Approving Renewals
Name:
Is he/she going to renew?

YesNo
Name:
YesNo
Name:
YesNo
Name:
YesNo
Action Item
Progress of Written Complaints
Result
Action Item
Recommendations for the Education Coordinator
Recommendations for the Director Consultant
Should be Empty:

Chapter Success Meeting Form

Chapter Review