Welcome to your BNI Alabama Leadership Team Resources!

Find your role below and follow the steps for a smooth transition into the role. Have questions? Connect with your Director Consultant.

OVERVIEW Documents for All Roles

1. LT Transition Process
2. LT Training Schedule
3. Chapter Success Planning Documents
4. Chapter Operations Manual (Coming soon)

Note: Reviewing the PowerPoint Notes below does NOT satisfy the training requirement. Please watch the respective webinar or complete the respective eLearning in BNI Business Builder.

PRESIDENT

1. Review and submit the President Pre-Approval Form
2. Review the Incoming President Checklist
3. Watch the Incoming President Webinar Recording
4. Once selected, invited and accepted, enter your incoming Leadership Team Slate
5. Complete the President's eLearning in BNI Business Builder
6. Schedule and hold your Chapter Success Planning session prior to September 5
7. Resource: President Training PowerPoint Notes

VICE PRESIDENT

1. Review and submit the Vice President Pre-Approval Form
2. Review the Incoming Vice President Checklist
3. Complete the Vice President's eLearning in BNI Business Builder
4. Watch the BNI Connect Vice President's Training Recording
5. Resource: BNI Connect Vice President Training PowerPoint Notes
6. Resource: Membership Committee Training PowerPoint Notes

SECRETARY/TREASURER

1. Review and submit the Secretary/Treasurer Pre-Approval Form
2. Review the Incoming Secretary/Treasurer Checklist
3. Complete the Secretary/Treasurer's eLearning in BNI Business Builder
4. Watch the Secretary/Treasurer's Training Recording
5. Resource: Secretary/Treasurer Training PowerPoint Notes

MEMBERSHIP COMMITTEE

1. All Membership Committee Members are encouraged to complete all eLearning modules in BNI Business Builder. At a minimum, complete the module respective to the role you intend to hold. Reserves need to complete all modules to be able to easily step in where needed.
   • Community Builder eLearning
   • Member Engagement eLearning
   • Member Relations eLearning
   • Quality Assurance eLearning
2. Resource: Membership Committee Training PowerPoint Notes

VISITOR HOST TEAM

1. All Visitor Host roles complete the same Visitor Host eLearning in BNI Business Builder
2. Resource: Visitor Sign-In Sheets
3. Resource: Visitor Host Team Training PowerPoint Notes

EDUCATION COORDINATOR

1. Complete the Education Coordinator eLearning in BNI Business Builder
2. Watch the Education Coordinator Training recording
3. Resource: Education Coordinator Training PowerPoint Notes

MENTOR COORDINATOR

1. Watch the Mentor Coordinator Training recording
2. Resource: Mentor Coordinator Training PowerPoint Notes

EVENTS & COMMUNICATIONS COORDINATORS

1. Watch the Chapter Marketing Team Training Recording
2. Resource: Chapter Social Media Guide
3. Resource: Chapter Marketing Team Training PowerPoint Notes