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

NOTE: as of May 7, 2019, letters regarding 1st, 2nd, and 3rd absence are now automatically emailed to members through BNI after PALMS report is submitted. Chapters no longer need to send these three absence letters.  

• Click here to create all other 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-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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