Chapter Success Meeting Form

Chapter Success Meeting Form
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®
- 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: *
Scribe: *
Email: *
Meeting Date: *

Month Day Year
In Attendance:
1. *
2.
3.
4.
5.
6.
7.
8.
9.
Chapter Review
Review action items from last meeting
Result
Action Item
Review Visitor Attendance

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

Number of new members last month? Number of dropped last month? Net growth last month? (goal net 1 per month)
Result
# of new members last month:
Number of Dropped Members:
Net Growth last Month:
Action Item
Report Review

Chapter Roster Report Full Leadership Team? PALMS Data on Roster Report Chapter Traffic Lights
Result
Action Item
Other
Result
Action Item
Passport to Success 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
Action Item
At this point the Mentor Coordinator leaves the meeting.
Seven-Month Reviews
Name:
Name:
Name:
Name:
Result
Action Item
Approving Renewals
Name:
Is he/she going to renew?

Yes No
Name:
Yes No
Name:
Yes No
Name:
Yes No
Action Item
Progress of Written Complaints
Result
Action Item
Recommendations for the Chapter President
Recommendations for the Director Consultant
Should be Empty:

Chapter Success Meeting Form

Chapter Review