Director Chapter Visit Form
Your Name*
*
Email*
*
example@example.com
Chapter Name*
*
Date* (MM-DD-YYYY)
*
-
Month
-
Day
Year
Date
Rank the Chapter*
*
Showcase
Great
Good
Improving
Needs Help
Please specify what you are doing to help support them. What is your specific weekly action plan to help them level up as a chapter?
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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*
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Yes
No
Is the chapter using the Passport to Success with New Members?
*
Yes
No
Are 7 Month Reviews being completed and copied to you?
Yes
No
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Are Mentor Sessions being completed and copied to you?
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Yes
No
Have all members completed the Member Success Program?
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Yes
No
Have you contacted all members due for renewal in the next 60 days?
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Yes
No
If you answered NO for any of the previous 6 questions, please explain your plan to make sure these important actions are completed.
President (Check all that apply)
President (Check all that apply)
*
Follows the agenda as designed
Sends a weekly recap email/message to the chapter
Attended Chapter Success Forum or President Roundtable this month
Inducts New Members properly and conducts new member orientation after their first meeting
Holds monthly Leadership Team/Chapter Success Meetings
I speak to the President weekly to check-in and support
President needs help
Vice President & Membership Committee have: (Check all that apply)
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Next
*
Updated PALMS report within 24 hours
Conducts a Referral Reality check during the meeting
Delivers a weekly Vice President's report
Holds regular Membership Committee meetings
Membership Committee member delivers weekly report
Included Director/DMS on accountability letters
No accountability letters sent
I communicate with the VP weekly to check in and support
Vice President needs help
Secretary / Treasurer have: (Check all that apply)
*
Ordered chapter supplies (visitor badges)
Entered upcoming speakers in BNI Connect & BNI+
Give introduction for Feature Presentations
Announced renewals (next 90 days) in meetings
Members with renewals notified
Secretary/Treasurer needs help
No Secretary/Treasurer in chapter
Support Team (Check all that apply)
*
Visitor Hosts arrive early
Visitor Host team interacts with visitors
Visitors entered in BNI Connect & BNI+
Visitor Host team needs help
Mentor Team shares a moment during the meeting
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Mentor Team is actively mentoring
Mentor Team needs help
What is the goal for your next chapter visit and what is your plan for accomplishing the goal? What is your specific plan of action between now and your next scheduled visit?
*
Please list the members you have had a DC to Member 1-2-1 with this past month.
*
Please list the members you are planning to have a DC to Member 1-2-1 with next month.
*
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