Chapter Leader Resources

chapter leader RESOURCES

SUPPLY ORDER FORM

• CLICK HERE TO ORDER SUPPLIES!  To be used solely by Presidents, Vice-Presidents, Director Consultants, Area Directors, and Launch Directors

CHAPTER LEADERSHIP RESOURCES

• Received a paper application? TRANSCRIBE PAPER APPLICATIONS HERE
• Explain payment options to applicants. Give them this form
• Download meeting agenda PDF
• Download BNI categories list PDF 
• Need a quick view of a past or present member's Traffic Lights? USE THIS TOOL and follow the steps outlined in the top cell. 
  • Caveats:
  • You will only be able to run PALMS reports for past or present members in your chapter, or in chapters you manage as a Director.
  • Need data for a past or present member whose membership was elsewhere in our region? Contact us at Support@BNIAlabama.com. We can generate that chapter's PALMS so you can utilize this tool. 

MEMBERSHIP TRANSFERS & CHANGES

• Understand all member changes with this PDF, Then choose from these options: 

• Seat changes: apply here & choose "I'm a member requesting a seat change.
• Chapter transfers: apply here
• Members stepping away from membership for personal reasons: apply here for a Medical Leave of Absence or a Certificate of Credit

SEND ACCOUNTABILITY LETTERS

• Click here to create letters. - Letters can be personally emailed, unless they're to open a seat, then they MUST be physically mailed. 
  • Opening a member's seat by declining their renewal application
  • Opening a member's seat due to violation
  • Probation letters (sent to members)
  • Non-attendance letters (sent to members)
  • Non-acceptance letters (sent to applicants only)

UPLOAD LEADERSHIP REPORTS

• Upload your Leadership Team Report to Exavault - Upload LT report here
• Upload your Membership Committee Meeting Report to Exavault - Upload MC report here
• Director Consultants: upload your Chapter Visit Report to Exavault - Upload DC report here

Find any broken links on this page? Please let us know at support@bnialabama.com