Steps for Entering Goals

Steps for entering goals:

• Be sure that when you’re entering your goals, you take into account your previous 6 months of achievement as well as your current membership level. Start from where you are, not where you thought you would be by now, 6 months ago.

• Goal entry is done in BNI Connect® via the main menu Operations > Manage Goals > Enter Chapter Goals.

• Be very careful to enter your goals by clicking “Per Member” at the top of the data entry screen and not “per Chapter.” This will ensure that your monthly goal totals take into account 4- and 5-week months appropriately.

• Enter your goal numbers (per Member) first. Visitors are monthly (1 per Member per month); everything else is a weekly figure (1 or more per Member per week). Save.

• Once you have your numbers in, go back to view goals to make sure they are computing to a reasonable Chapter goal figure across a given month (4 or 5 weeks, depending on the month).

• Enter any Major Mechanisms in "Mechanism 1" in ALL CAPS in the chosen success driver. Ensure you have one major mechanism related to inviting each month. Beyond inviting, only one other Major Mechanism per month is required across all other success drivers combined. It should be an ACTIVE mechanism that all Members can participate in.

• Enter any Minor Mechanisms in “Mechanism 2” in mixed case. Minor mechanisms are things like meeting stimulants, education moments, etc.

• Make sure any time you’re entering goals that you click SAVE at the bottom of the screen at frequent intervals and that you see a message flash on the bottom left, confirming the save is complete.

Possible Mechanisms for Each Benchmark or Success Driver

Encourage Members to set and track their own goals based on the 8 Success Drivers every week!

Attendance —

• Education on the “importance of" and negative impact on Referrals and TYFCB

• Acknowledge people for perfect attendance monthly

• BNI® Game

• Educate Members on WHO is the perfect Substitute and how/where to find them.

• "Bring Your Sub Day”

• Implement an Open Networking Exercise

• Handout Traffic Lights to Members monthly

1:1’s —

• Education on "Importance of GAINS Exchange: Biography Sheets and GAINS”

• Education on the Correlation between Referrals & 1:1’s

• Presidents – Stress value of 1:1’s in New Member Orientation

• Acknowledge people for MOST 1:1's monthly Promote attending Advanced Training Hosting 1:1’s or sponsor an In-Chapter Advanced Training on 1:1’s

• BNI® Game

• "Business Card Swap" - Execute 1:1, then deliver each other's Weekly Presentation the following week

• Use of BNI Connect® App to exchange profile info

• Open Networking Exercise, schedule 1:1’s for the entire month

• Weekly VP Report – Reference 1:1 Goal of the Chapter on a per Member per week basis

CEU’s —

• BNI Business Builder® Total Points, Leaderboard Position 'All Time' and 'This Month'

• Promote the upcoming Region Professional Development Events passionately

• Attend Member Success Program within 30 days of induction

• Sponsor an In-Chapter Advanced Training

• Power Teams or Contact Spheres attend Advanced Training events together

• Encourage existing Members to attend Member Success Program (Hosting a Member they sponsored)

• Use of Testimonials from former attendees with regards to “What they got from the training?”

• Education around the “Value of Professional Development” by ECs and MCs

• Create a Chapter library with educational Books to distribute items to the Members

• BNI® Game

• Acknowledge Members attending Professional Development Events through monthly recognition.

• Acknowledge monthly leaders (Visitors, Referrals, 1:1’s, etc.) with "Scholarships" to Professional Development Events (Paid by Chapter Kitty)

• Encourage ALL Members to attend Leadership Conference and March Best Ideas Conference.

Visitors per Month —

• Treating "every meeting as visitors day" with Members bringing visitors weekly

• Encourage Members to attend "non BNI® networking" events to expand their networks (like the Chamber of Commerce and service organizations)

• Education around the importance of visitors and 100% participation from Members in inviting visitors

• Education around Identifying and Inviting Visitors by EC and MC

• Education around Contact Spheres and creating Power Teams

• Education Moment by last month’s winner of the “Most Visitors” Award in terms of “How did you do it?”

• Visitors Days

• Business Open House Days

• Focused Inviting Days

• Post Card Program

• "Bring your __________ Day” - Substitute, Best Vendor, Best Client

• Double Your Chapter Day

• Use the Reporting2You Contact Spheres Report to identify specific Visitors your Chapter is looking for

• Create "Industry" tent cards for Chapter Meetings and leave empty seats

• Acknowledge Members that bring the most visitors monthly

• BNI® Game

• Meeting announcements to local newspapers and online groups promoting the Chapter (all branding must be approved by the Region Office)

New Members per Month —

• Run an exceptional meeting each week with LT Members executing their roles flawlessly

• VH TEAM arrives early to meet, greet and welcome Visitors

• VH Open-Networker/Orientation Facilitator runs an effective Visitor Orientation after the meeting

• President, VP, or Director to sit in on Visitor Orientation

• VH Open-Networker/Orientation Facilitator calls all visitors later in the day of the meeting to check the status of the application

• VH Follow-up Specialist calls ALL Visitors the day after the meeting ("What did you like best? Any questions? Come back next week for a 2nd visit.”)

• Review the Application Flow with every Team Member involved in the process, and get your application to induction time to 7 days!

#of Members in Chapter —

• Execute effectively on "Visitors per month" and "memberships per Month,” and it will all take care of itself.

• Flawless execution of Visitor Host Open Networker Orientation Facilitator roles

#of Referrals per Month —

• Driven by the number of Members in the Chapter (Double Chapter Size - Triple Referrals) – more than 1 Referrals per Member per week is the goal

• Education by EC, MC on Relationship Building Skills and PROACTIVE Referral Generation

• Promote Advanced Training Sessions (Referrals, 1:1’s, Weekly Presentations, Featured Presentations & Power Teams) - ALL topics positively impact referral generation.

• Implement Power Teams

• Acknowledge Members that bring the most referrals monthly

• Have the Members that pass the most referrals do an education moment on “How they do it.”

• BNI® Game

• Schedule a Chapter social to promote and foster relationships

• Create a "Preferred Provider" List for Members to distribute to their connections

• Handout Member Traffic Lights Reports to Members Monthly

• Enroll in BNI Business Builder® courses regarding "Referral Generation.”

• Promote/Educate on the value of 100% Attendance, Great Weekly Presentations, Featured Presentations, 1:1's, etc.

Thank You for Closed Business —

• Present an overview of the “Thank You for Closed Business” Program to the membership regularly.

• BNI® Game

• Acknowledge Members passing most $'s monthly

• Have the Members that pass the most Thank You for Closed Business monthly do an education moment on “How they do it?”

Communicate Goals & Vision to Chapter Members Weekly!!! Overview Chapters GOALS to New Members at NEW MEMBER ORIENTATION Your Leadership Team should Lead by Example on all Metrics

Goal Planning - GP101

VISION

Thinking long-term, what is your 2-year Vision for your Chapter?

To Be…. _______________________________________________

MISSION

Thinking short-term, what Mission Statement will guide your Leadership

Team towards this Vision? _______________________________________________

VP & MC Checklist & GP101 Timeline

HAVE FUN!!!

“If your cheeks hurt when you leave your Chapter meeting, that was probably a really good meeting!” -Ivan Misner