Chapter Leader Resources

chapter leader RESOURCES

SUPPLY ORDER FORM

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

VISITOR & APPLICANT WORKFLOW

Understand who does what in the visitor/applicant process using flowchart below (click here to view/download the full-size image)

• Transcribe paper applications HERE
• Explain payment options to applicants using THIS FORM

CHAPTER LEADERSHIP RESOURCES

• Download a meeting agenda PDF
• Download list of BNI categories PDF 
• Use this tool to calculate member traffic lights. Caveat: 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.

MEMBER TRANSFERS & CHANGES

• View member change option on this PDF, Then choose from these options: 

• Seat change requests apply here & choose "I'm a member requesting a seat change.
• Chapter transfers apply here
• Members 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

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