Director/Ambassador Chapter Visit Form

Name*

First NameLast Name

Email*

example@example.com

Chapter Name*

Date*

Date

Rank the Chapter*

GreatGoodImprovingNeeds Help

If you ranked the chapter as "improving" or "needs help", please specify what you are doing to help support them. What is your specific weekly action plan to help them become a "good" or "great" chapter?

I have reviewed the Chapter's Roster on BNI Connect and confirm the accuracy of the members lists (or not listed) and the Leadership/Support roles assigned*

Yes, the chapter roster is accurateNo, the chapter roster is not accurateI don't know if the chapter roster is accurate

If you checked, "I don't know if the chapter roster is accurate, please explain why.

President (Check all that apply)*

Follows the agenda as designedSends a weekly recap email/message to the chapterAttended Chapter Success Forum this monthHolds monthly Leadership Team/Chapter Success MeetingsI speak to the President weekly to make myself available, check-in, and celebrate successes with them.President Needs Help

Vice President and Membership Committee have: (Check all that apply)*

Updated PALMS report within 24 hoursHolds regular Membership Committee meetingsDelivers a weekly Vice President's reportA member of the Membership Committee delivers a weekly Membership Committee reportIncluded the Director and Ken Keegler on sent accountability lettersTo my knowledge, no accountability letters were sentI communicate with the chapter Vice President weeklyVice President needs help

Secretary/Treasurer has: (Check all that apply)*

Ordered chapter supplies - visitor name badges (stickers)Entered upcoming speakers in BNI ConnectAnnounced members with upcoming renewal dates in the next 90 days at every meetingThere are late and/or expired members on the rosterMembers have been dropped that are no longer in the chapterMembers with renewals within the next 90 days have been notifiedSecretary Treasurer needs helpThe Chapter does not have a Secretary Treasurer

Support Team (Check all that apply)*

Visitor Hosts arrive earlyVisitor Host team needs helpVisitor Hosts enter visitors in BNI ConnectVisitor Hosts are NOT entering visitors in BNI ConnectMentor Team is regularly mentoring members and utilizing the Passport to Success programMentor Team needs helpI don't know if mentors are mentoring members

What is the goal for your next chapter visit and what is you plan for accomplishing the goal? What is your specific plan of action between now and your next scheduled visit?*

Attach any relevant file for us to review.