PALMS Report
- Enter Weekly and do not fall behind – your chapter members AND other chapter’s
members rely on the Vice President to submit the PALMS weekly in order to
update the member dashboard
Education
- Create a chapter culture of continuing education by
sending out weekly networking education to members
Growth
- Set the goal to add one new member each month, and
list sponsors on application to qualify for Heartland Incentives
Keep Chapter Roster Up to Date – Drop Members as necessary
New Member Application Process – Regional Office processes Transfers - Membership or Chapter
- APPLICATION RECEIVED: Prospective Member submits application to Chapter, application goes
to Membership Committee and check to Secretary/Treasurer, with ST to verify
online payment
- APPLICATION REVIEWED: Membership Committee reviews,
interviews, checks references, and notifies Member of status, before next
chapter meeting
- APPLICATION APPROVED: Secretary/Treasurer enters (converts from visitor), and then
sends/emails (kris@bniheartland.com) application and mails checks to regional office,
20775 Rawhide Rd, Elkhorn, NE 68022
Order Chapter Supplies
- Use Form, Chapter
Supply Order Form, found in the Documents section of BNI Connect and email
to kris@bniheartland.com
Passport
- Engage new members by using the Passport as the mentor
tool, and invite visitors to grow the contact spheres of the new members
Renewal Emails
- Members receive an automated email from BNI notifying
them of their upcoming renewal 60 days prior to their renewal date
Visitors – Track Visits with BNI Connect
- REGISTER/PRE-REGISTER
VISITORS:
Prior to chapter meeting, all members register their visitors using the chapter
website or BNI Connect and your visitor will receive reminder emails, which
helps with follow-up ahead of meeting AND the Leadership Team and Visitor Hosts
receive email notification
- MARK ATTENDANCE: After the chapter
meeting, the visitor host or Secretary/Treasurer marks attendance in BNI
Connect, and enters all other visitors in BNI Connect
- APPROVE PALMS: Once attendance is marked
and visitors are entered, the Vice President will approve the entries to the
weekly PALMS
Advanced Leadership Trainings - All Chapter Leadership is encouraged to
attend
- October, January, March and May
- Enter Weekly and do not fall behind – your chapter members AND other chapter’s members rely on the Vice President to submit the PALMS weekly in order to update the member dashboard
- Create a chapter culture of continuing education by sending out weekly networking education to members
- Set the goal to add one new member each month, and list sponsors on application to qualify for Heartland Incentives
- APPLICATION RECEIVED: Prospective Member submits application to Chapter, application goes to Membership Committee and check to Secretary/Treasurer, with ST to verify online payment
- APPLICATION REVIEWED: Membership Committee reviews, interviews, checks references, and notifies Member of status, before next chapter meeting
- APPLICATION APPROVED: Secretary/Treasurer enters (converts from visitor), and then sends/emails (kris@bniheartland.com) application and mails checks to regional office, 20775 Rawhide Rd, Elkhorn, NE 68022
- Use Form, Chapter Supply Order Form, found in the Documents section of BNI Connect and email to kris@bniheartland.com
- Engage new members by using the Passport as the mentor tool, and invite visitors to grow the contact spheres of the new members
- Members receive an automated email from BNI notifying them of their upcoming renewal 60 days prior to their renewal date
- REGISTER/PRE-REGISTER VISITORS: Prior to chapter meeting, all members register their visitors using the chapter website or BNI Connect and your visitor will receive reminder emails, which helps with follow-up ahead of meeting AND the Leadership Team and Visitor Hosts receive email notification
- MARK ATTENDANCE: After the chapter meeting, the visitor host or Secretary/Treasurer marks attendance in BNI Connect, and enters all other visitors in BNI Connect
- APPROVE PALMS: Once attendance is marked and visitors are entered, the Vice President will approve the entries to the weekly PALMS
- October, January, March and May