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. Chapter Operations Manual
2. LT Transition Process (updates coming April 2026)
3. LT Training Schedule (updates coming April 2026)
4. Chapter Success Planning Documents (updates coming April 2026)

Note: Reviewing the PowerPoint Notes below does NOT satisfy the training requirement. Please watch the respective webinar/recording or complete the respective eLearning in BNI Academy. After October 17, 2025, please email [email protected] to notify us of your training completion.

PRESIDENT

1. Review and submit the President Pre-Approval Form
2. Select one or more of the following trainings; once complete, notifiy [email protected]
   1. Complete the President's eLearning in BNI Academy (new link coming March 2026)
   2. Watch the President Training recording

• Resource: Incoming President Checklist
• Resource: Incoming President Webinar Recording
• Resource: Once selected, invited and accepted, enter your incoming Leadership Team Slate
• Resource: Chapter Success Planning session
• Resource: President Training PowerPoint Notes

VICE PRESIDENT

1. Review and submit the Vice President Pre-Approval Form
2. Watch both of the following trainings; once complete notify [email protected]
   1. Watch the BNI Connect Vice President's Training Recording
   2. Watch the BNI Membership Committee Training Recording

• Resource: Incoming Vice President Checklist
• Resource: BNI Connect Vice President Training PowerPoint Notes
• Resource: Membership Committee Training PowerPoint Notes

SECRETARY/TREASURER

1. Review and submit the Secretary/Treasurer Pre-Approval Form
2. Select one or more of the following trainings; once complete, notifiy [email protected]
   1. ​Complete the Secretary/Treasurer's eLearning in BNI Academy (new link coming March 2026)
   2. Watch the Secretary/Treasurer's Training Recording

• Resource: Incoming Secretary/Treasurer Checklist
• Resource: Secretary/Treasurer Training PowerPoint Notes

MEMBERSHIP COMMITTEE

1. Select one or more of the following trainings; once complete, notifiy [email protected]
   1. Watch the BNI Membership Committee Training Recording
   2. All Membership Committee Members are encouraged to complete all eLearning modules in BNI Academy (new links coming March 2026). 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

• Resource: Membership Committee Training PowerPoint Notes

VISITOR HOST TEAM

1. All Visitor Host roles complete the same Visitor Host eLearning in BNI Academy (new link coming March 2026)

• Resource: Visitor Name Badges
• Resource: Visitor Sign-In Sheets
• Resource: Visitor Host Team Training PowerPoint Notes

EDUCATION COORDINATOR

1. Select one or more of the following trainings; once complete, notifiy [email protected]
   1. ​Complete the Education Coordinator eLearning in BNI Academy (new link coming March 2026)
   2. Watch the Education Coordinator Training recording

• Resource: Education Coordinator Training PowerPoint Notes

MENTOR COORDINATOR

1. Watch the Mentor Coordinator Training recording; once complete, notifiy [email protected]

• Resource: Mentor Coordinator Training PowerPoint Notes

EVENTS & COMMUNICATIONS COORDINATORS

1. Watch the Chapter Marketing Team Training Recording; once complete, notifiy [email protected]

• Resource: Chapter Social Media Guide
• Resource: Chapter Marketing Team Training PowerPoint Notes