Welcome to your BNI Alabama Leadership Team Transition 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

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. Register and attend your local in-person Leadership Team Training in September

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. Register and attend your local in-person Leadership Team Training in September

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. Register and attend your local in-person Leadership Team Training in September

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. Register and attend your local in-person Leadership Team Training in September

VISITOR HOST TEAM

1. All Visitor Host roles complete the same Visitor Host eLearning in BNI Business Builder by Friday, September 5
2. Register and attend your local in-person Leadership Team Training in September

EDUCATION COORDINATOR

1. Complete the Education Coordinator eLearning in BNI Business Builder by Thursday, September 4
2. Watch the Education Coordinator Training recording (Coming soon)
3. Register and attend your local in-person Leadership Team Training in September

MENTOR COORDINATOR

1. Complete the Mentor Coordinator eLearning by Thursday, September 4
2. Watch the Mentor Coordinator Training recording
3. Register and attend your local in-person Leadership Team Training in September

EVENTS & COMMUNICATIONS COORDINATORS

1. Watch the Chapter Marketing Team Training Recording
2. Register and attend your local in-person Leadership Team Training in September
3. Resource: Chapter Social Media Guide