BNI Chapter Success Meeting Form

Chapter Success Meeting Form
Date of Meeting*

DayMonthYear
Date
Name of the Chapter*
Name of Scriber*

First NameLast Name

In Attendance: (Please mention you Name & Role)*

	Meeting attended by:	Apologies for:
1.
2.
3.
4.
5.
6.
7.
8.
9.

1. Review action items from last Meeting
What were the pending matters?*
What is the action assigned and to whom:*

2. Review Visitor Attendance
Number of Visitors in the last month?*

Who has submitted a visitor feedback form?

	Name	Category	Ready to Apply	Had more Questions
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.

Who needs follow-up?*

	Name	Category	Who is going to follow-up	By When:
1.
2.
3.
4.
5.

Action Points: Summary*

3. Membership Review
The following Reports from Reporting2You will be needed:*

Monthly Chapter Alert Report (MCA)Chapter Traffic Lights (MRGTL)Chapter Monthly Report (MCP)
Number of New Members last month? (from MCA)*
Number of Applications in Pipeline?*
Number of Members dropped last month? (from MCA)*
Net growth last month? (from MCP)*
(Goal net 1 per month)
What is the action assigned and to whom:*
At this point the Lead Visitor Host may leave the meeting

4. Reports Review
The following Reports need to be reviewed:*

Chapter Roster ReportMember Traffic Lights Evolution (MCMTE)Member Traffic Lights (MCMTL)Chapter Monthly Report (MCP)Full Leadership Team?POWER OF ONE DASHBOARD
What is the action assigned and to whom:*
How many members are below 1 Referral a week Average and What are we doing about this:*

5. Any other Matter?
What is the action assigned and to whom:*

6. Mentoring Program Progress

New Member is recommended to do normal 1-2-1 with role holders and Mentor can focus on mentoring parts. Here we are reporting if the mentor has completed the mentoring part for related week.*

	Member Name	Date of Induction	Traffic Lights Color	ED Workshop	President	VP	ST	Seasoned Member	LVH	Committee Member	Education Coordinator	AMB
1.
2.
3.
4.
5.
6
7
8

What is the action assigned and to whom:*
At this point the Secretary/Treasurer's input is complete

7. Member Traffic Lights Report Review

Flags: Members with 3 or more absences? (from MCA)*

	Name	No. of Absences	Action Points?
1.
2.
3.
4.
5.

Flags: Members with 6 or more substitutions? (from MCA)*

	Name	No. of Substitutions	Action Points?
1.
2.
3.
4.
5.
6
7
8

Progress: How can we help members in Grey/Red? (from MCMTL)*

	Name	Traffic Lights Color	Action Points?
1.
2.
3.
4.
5.
6
7
8

FLAGS: How can we help members falling to below 50 points in 3 months? (from MCMTE)*

	Name	Traffic Lights Color	Action Points?
1.
2.
3.
4.
5.
6
7
8
9
10

What is the action assigned and to whom:*
At this point the Mentor Coordinator may leave the meeting
The President's input is complete

8. Seven-Month Reviews

Who needs follow-up?*

	Name	Who is going to follow-up	By When:	Strengths:	Development Potential:
1.
2.
3.
4.
5.
6
7

What is the action assigned and to whom:*

9. Approving Renewals

Which Members are due for renewal in the next 90 days? (from MCA)*

	Name	Renewal Date	Is he/she going to renew?
1.
2.
3.
4.
5.

In case the membership committee decides not to renew any member - an email must be sent to the member copied to the regional office within 48 hours from CSM.

This mail must explain how this member can improve in the next 90 days if they wish to renew their membership.
What is the action assigned and to whom:*

10. Progress of Written Complaints
Brief & Action Points: Summary*

11. Chapter Performance (from the MCP)
Identify trends from the Chapter Monthly Report and discuss, mention the concerns here.*
What is the action assigned and to whom:*

12. In Summary
Recommendation for Chapter President:*
Recommendation for Chapter Ambassador (If Applicable):
Recommendation for Director Consultant:*
Signature*

Clear
Should be Empty:

Chapter Success Meeting Form

At this point the Secretary/Treasurer's input is complete

At this point the Mentor Coordinator may leave the meeting

The President's input is complete