- Monthly Leadership Team Meetings
- Inducting New and Renewing Members
- Conducting New Member Orientation
- Supply Orders
- Enter PALMS Weekly
- Please remember to record "lates" in the PALMS when you record a member's absence.
- If your chapter has missed, or when they do miss, a meeting for a Holiday or weather, then please mark your chapter's PALMS report as a Holiday (Option button at the bottom of the PALMS).
- Encourage the use of BNI Connect
- Complete Profile Page
- Enter Slips Online
- Return On Investment
- Review Pending Members in Operations
- Enter Visitors - This has been very helpful when converting a visitor to member.
- OR ensure Visitors are being entered by the Visitor Host team
- Enter New Members
- Use the date on the application
- Gives them immediate access to BNIConnect
- Verify payment for both new members and renewing members
- Ensure New Members attend Member Success Program
- Announce Renewals Due during the Chapter Meeting
- Remind members that when they complete their renewal online, select a payment type. The payment type can be "other," but something needs to be selected in order to complete the renewal process.
- As you enter the members into the Speaker Rotation on Connect, enter a topic. A topic could be the member's classification and specialization.
- Only deposit Chapter Funds into Chapter Checking Accounts