PR Communications Coordinator
PR Communications Checklist An easy, step-by-step guide to understanding the basic responsibilities of the PR Communications Coordinator. PR Communications Checklist More details on holding the PR/Communications Coordinator position. Focused Inviting Press Release Founders Award Member Showcase New Leadership Team New Members TYFCB Press Release Visitor Day Press...
Read MorePower Team Coordinator
Power Team Organization An overview of the Power Team Program. Power Team Monthly Agenda and Action Form Use this agenda as a guide for your weekly or monthly Power Team meetings. Power Team Lists Wondering what professions fall under which Power Team? Use this Power Teams List as a place to start. Remember, it’s more about the relationships you have with the people in your Power...
Read MoreEvents Coordinator
Event Coordinator Checklist An easy, step-by-step guide to understanding the basic responsibilities of the Event Coordinator role. Event Goal Setting Sheet Keep track of your measurable goals by setting more immediate goals to reach the bigger goal. Event Ideas Suggestions on events that your chapter can participate to increase exposure for your members. Event Sign-Up Sheet Encourage your chapter...
Read MoreEducation Coordinator
Education Coordinator Checklist An easy, step-by-step guide to understanding the weekly and monthy responsibilities of the Education Coordinator. 2008 Education Coordinator Handbook Lots of material to draw from to formulate your Networking Education Moments. How to Create a Great Networking Education Moment Use this outline to develop a series of Networking Education Moments for your chapter...
Read MoreVisitor Hosts
Visitor Information Sheet Read the basic commitments necessary to hold a BNI membership. Confidential Visitor Evaluation Get feedback from your visitors. Sales Manager Moment for Visitors Want to share with visitors what to expect when the Sales Manager Moment comes to them? Help them to feel comfortable by sharing this brief outline to develop a quick 30-second Sales Manager Moment. Please...
Read MoreControl Letters
Control Letter Schedule This schedule will serve as a guide to when the appropriate letters should be sent out. Control Letter 00 Multiple applicants for the same classification Control Letter 01 Classification overlap Control Letter 02 Objections filed by members Control Letter 03 Second absence letter Control Letter 04 Third absence letter Control Letter 05 Probation for a Code of Ethics...
Read MoreMembership Committee
BNI Certificates Template This is the template used to print out the certificates given out at the beginning of each month. BNINet Classification List Not sure which specific classification an applicant should fill? Use this guide to narrow it down. Business Reference Verification Use this as a guide to ask brief questions when calling an applicant’s business references. Control Letter...
Read MoreSecretary
Chapter Kitty Use this sheet to track the income and expenses of a basic chapter kitty. Credit Card Authorization Remember to care for this information as if it was your own. Member Bio Sheet Forward this WORD Form document to your members to complete a legible Member Bio Sheet prior to their next Member Showcase presentation. Receipts Remember to make a copy for your chapter before giving the...
Read MorePresident
BNI Certificates Template This is the template used to print out the certificates given out at the beginning of each month. Chapter Business Plan Here is an example of a Chapter Business Plan that will help your chapter to set goals for the year. Chapter Goals Worksheet A quick way to set and track your chapter goals. Meeting Stimulants Need some revitalized energy in your chapter meeting? Try a...
Read MoreMember Resources
Five Aspects of the Sales Manager Moment Develop a five-week plan for educating your referral sources on the different aspects of your business. GAINS Profile Use this outline as a place to start when getting to know your One-to-One partner. Finding out more about the other person will begin a discussion that may lead you to referrals of a lifetime! Inviting Mindset Here are some key phrases to...
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