Member Engagement Additional Questions

Member Engagement Additional Questions

1. What is the Member's current Traffic Light Point Total and Color: ◻ Green ◻ Yellow ◻ Red ◻ Gray

2. Does the Member consistently represent only his/her classification as noted on the application?

3. Regarding the current Traffic Light Point Total, what areas do you feel could improve? How would you go about creating that improvement? Are you willing to put that/those ideas into action & by when?

4. Have you completed the Member Success Program training in the last 7 months?

5. Did you complete the entire Passport to Success Program?

6. Are you a Mentor?

7. Do you want to be a Mentor?

8. Have you taken advantage of Chapter Education opportunities (Advanced Member Success Series, After Chapter Advanced Trainings, BNI Business Builder®, SuccessNet, Chapter Library items, etc.)? If yes, which ones?

9. Are you getting the Return on Investment that you were expecting? If not, how can the Chapter help?

10. What suggestions might you have for our Chapter? How do you recommend implementing these suggestions?

11. Are you willing to take on a leadership role? What three leadership roles do you think you would enjoy most?

12. As you learn and grow in this Chapter and as a business professional, in what areas would you like additional training

13. What are your business and BNI® goals for the upcoming year?

Community Builder Specialist

Characteristics: An organized and dependable Member who understands the importance of the attendance policy and why it matters. This Member is motivated to make phone calls and send emails, upholding the integrity of the Chapter. They have time every week to consistently send emails and make phone calls. The Community Builder Specialist also leads the Marketing Team, working in conjunction with the Chapter Leadership Team to help the Chapter sustain consistent growth.

Responsibilities

• Takes attendance at every meeting and records absence, arrives late/leave early, and substitutes and communicates with them during the Membership Committee huddle after the Chapter meeting.

• Brings PALMS Attendance Report to Monthly Chapter Success Meetings.

• Consistently educates Members on the importance of the attendance policy to the success of the Chapter.

• Makes phone calls to the absent Members, arrived late or left early (to show we care)

• Alert the Vice President and Membership Committee when a Member is in their third absence.

• Get approval from the Region Office before sending the Open Classification Letter – timing is very important!

• Works directly with the Growth Coordinator, Communications Coordinator, and Events Coordinator as a Chapter Marketing Team.

• Conducting a Monthly Marketing Meeting and uploading the Report at https://portal.bnitampa.com.

Attendance is taken from the published start time of the meeting. Attendance is one of the most critical aspects of BNI®. If a Member is not in attendance at your meeting, how can they learn what it is you need to build your business. And how will you be able to help them build their business if they are not there to educate and train you? Experience has shown that the more successful Chapters have excellent attendance, and the less successful Chapters have poor attendance. The BNI® attendance policy is as follows:

BNI® General Policy #5: “A Member is allowed three absences within a continuous six-month period. If a Member cannot attend, they may send a substitute; this will not count as an absence.”

If a Member accrues their second or third absence within any six-month period, an Accountability Letter will be emailed on each occasion automatically via BNI Connect®. On a fourth absence within any six-month period, the Membership Committee will send the Member Accountability Letter #10. It's best practice to ensure none of the absences should have been granted Managed Leave.

Follow this action schedule after each accrued absence:

Each week, use the PALMS Attendance Report from BNI Connect® for reviewing attendance. Accountability letters will be emailed automatically as absences occur in the PALMS. When a 4th absence occurs, do not wait until the Monthly Chapter Success Meeting for action to be taken. Accountability Letters can be sent via your Membership Committee Portal at https://portal.bnitampa.com/ltforms. A Member that has incurred their 4th absence will receive a letter from BNI Connect® advising them of their 4th absence. Accountability Letter #10 must be sent to the Member, resulting in the opening of the classification. The Member may immediately reapply to any BNI® Chapter for Membership Committee consideration for membership.

Taking Attendance

When taking attendance, we use the PALMS system: Present, Absent, Late/Leave Early, Managed, and Substitute. The Vice President must complete a PALMS Report in BNI Connect® on the day of the meeting. Not entering PALMS promptly can negatively affect your Chapter Traffic Lights Report & weekly Alert Report, not to mention your credibility in the eyes of your fellow Members.

PALMS Attendance Report

Use the PALMS Attendance Report in BNI Connect® to keep track of Member absences during a rolling six-month period. The Community Builder Specialist shares a current PALMS Attendance Report with the Vice President during each weekly Membership Committee huddle (with “today’s” attendance noted) and brings it to the Monthly Chapter Success Meeting.

Member Success Program Attendance

The Community Builder Specialist is also responsible for sending Accountability Letter #12 for non-attendance to Member Success Program within their first 60 days.

Managed Leave

Legitimate managed leaves are allowed by BNI® General Policy #9. If leave applies, use M on the PALMS Report to indicate that a Member is on an approved Managed Leave. The BNI® Managed Leave Policy states:

BNI® General Policy #9: “Leaves of absence are possible for certain extenuating circumstances (e.g., an extended medical issue that prevents a Member from working) at the discretion of the Membership Committee.”

Only previously approved Managed Leave in the VP/MC SSS WhatsApp group (before/at the beginning of the leave) will be honored in an attendance record dispute.

A Managed Leave MUST be pre-approved by the Membership Committee and can ONLY be granted for leaves. The VP places a poll in your VP/MC SSS WhatsApp groups with the Member's name, Reason, and start and ending date. During a Managed Leave, participation fees must be pre-paid for that period.

Community Builder Specialist Expectations

1. With the assistance/input of the Vice President and Membership Committee, determine the professions that would best fit into the Chapter. Remember: Always be looking to fill the open positions of current Members’ Contact Spheres. One of the major reasons for Members leaving a Chapter is because they are not working within a Power Team. The first step would be to fill the Contact Sphere that would allow the Member to make the necessary commitments to develop a Power Team.

2. Conduct a monthly Chapter Marketing Team Meeting to implement the Chapter Marketing Plan and determine areas for improvement and to offer suggestions and feedback that may be received from guests, Visitors, and Members that will assist the Chapter in increasing membership.

3. Act as liaison between the Membership Committee and Marketing Team

4. Share the inviting mindset with Members. Encourage Members to continuously invite visitors to the Chapter to increase energy & increase their referral network, which will ultimately lead to more business

5. Support the President in facilitating New Member Ribbon-Cutting Ceremonies. This is a great opportunity to help New Members invite many new faces to our Chapters!

6. Pay attention to your Chapter's closing ratio of visitors (i.e., Conversion rate)

7. Meet with the Visitor Host Coordinator to ensure the Visitor Orientation and Visitor Host Follow Up are done effectively to convert visitors to Members

8. Work with the Education Coordinator to develop Education Moments on how and why to grow the Chapter

9. Provide Power Team information and resources to Members who want to form a Power Team

10. Implement Chapter Marketing Strategies to encourage Chapter Growth

11. Work directly with the Chapter Growth Coordinator to maintain and promote the Top 3 Wanted Professions in the Chapter