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Leadership Team Manual/ Chapter Operations Manual Leadership Team Manual/ Chapter Operations Manual Revised September 20, 2019 Confidential to BNI CORE RDs, DCs, LTs © 2019 BNI Global, LLC i Revised September 20, 2019 BNI Global Headquarters 11525 N Community House Road, Suite 475 Charlotte, NC 28277 Phone: 1-704-248-4800 Email: [email protected] © 2019 BNI Global, LLC. All rights reserved. This Leadership Team Manual is designed to provide an orientation regarding the basic policies, procedures, premises and program of the BNI® System. Throughout this document, references made to a Director may refer to a Director, Director Consultant, Area Director, Sr. Director Consultant, Regional Director, Franchisee (Executive Director) or Master Franchisee (National Director). However, nothing contained herein shall change or impact the relationship the Directors have with BNI® (where applicable) or the Franchisee. BNI®, BNI Connect®, Local Business - Global Network®, Changing the Way the World Does Business®, Givers Gain®, International Networking Day®, International Networking Week® and the BNI® logo(s) are trademarks of BNI Global, LLC. in the United States and/ or other countries. The absence of a product or service, name or logo from this list does not constitute a waiver of BNI®’s trademark or other intellectual property rights concerning that name or logo. Other product and company names mentioned herein may be the trademarks of their respective owners. ii © 2019 BNI Global, LLC Confidential to BNI CORE RDs, DCs, LTs Revised September 20, 2019 Table of Contents 1.0 BNI® Overview ............................................................................................................... 1 1.1. How to Use this Leadership Team Manual ............................................................. 1 1.2. History of the Organization ..................................................................................... 1 1.3. BNI® Philosophy & Principles .................................................................................. 1 1.3.1. Philosophy ............................................................................................... 1 1.3.2. Mission Statement .................................................................................... 2 1.3.3. Vision ....................................................................................................... 2 1.3.4. BNI® Core Values ..................................................................................... 2 1.3.5. BNI® Code of Ethics ................................................................................. 2 1.3.6. General Policies ....................................................................................... 3 1.3.7. Administrative Policies ............................................................................. 4 1.3.8. Program Guidelines ................................................................................. 5 1.3.9. The Importance of Upholding BNI® Policies ............................................. 6 1.4. Frequently Asked Questions about Membership..................................................... 6 2.0 BNI Weekly Chapter Meeting Agenda ........................................................................ 10 2.1. Meeting Agenda Outline ....................................................................................... 10 2.2. Meeting Agenda Detail ......................................................................................... 11 2.3. Large Chapter Agenda Adjustments ..................................................................... 15 2.4. Chapter Organizational Chart ............................................................................... 16 3.0 Chapter Processes ...................................................................................................... 17 3.1. Growth .................................................................................................................. 17 3.2. Member Development .......................................................................................... 18 3.3. Retention of Members .......................................................................................... 19 4.0 Monthly Chapter Success Meeting ............................................................................ 20 4.1. Agenda and Instructions ....................................................................................... 20 4.1.1. Attendees ............................................................................................... 20 4.1.2. Preparation for the Meeting .................................................................... 20 4.1.3. Agenda .................................................................................................. 20 4.2. Chapter Success Meeting Form ........................................................................... 23 5.0 President ...................................................................................................................... 25 5.1. Blended Learning Plan ......................................................................................... 25 5.2. President Checklist of Responsibilities ................................................................. 25 5.3. Chapter Supplies .................................................................................................. 27 5.4. Weekly Follow-Up & Reminder Email Communication .......................................... 27 5.5. Meeting Themes ................................................................................................... 27 5.5.1. Annual Theme Calendar (Sample) ......................................................... 28 5.5.2. Annual Theme Calendar ........................................................................ 29 5.6. Chapter Meeting Venue ........................................................................................ 30 Confidential to BNI CORE RDs, DCs, LTs © 2019 BNI Global, LLC iii Revised September 20, 2019 6.0 Vice President ............................................................................................................. 31 6.1. Blended Learning Plan ......................................................................................... 31 6.2. Vice President Checklist of Responsibilities .......................................................... 31 6.3. Taking Attendance ................................................................................................ 32 7.0 Membership Committee .............................................................................................. 34 7.1. Membership Committee Chairs ............................................................................ 34 7.2. Membership Committee Report ............................................................................ 34 7.3. Weekly Membership Committee Check-Ins .......................................................... 35 7.4. Quality Assurance Chair ....................................................................................... 35 7.4.1. Blended Learning Plan ........................................................................... 35 7.4.2. Checklist of Responsibilities ................................................................... 35 7.4.3. New Membership Application Review Process ....................................... 36 7.4.4. Reasons to Decline an Application ......................................................... 45 7.4.5. Transferring Members ............................................................................ 45 7.4.6. Member Transfer Form .......................................................................... 46 7.5. Member Engagement Chair .................................................................................. 47 7.5.1. Blended Learning Plan ........................................................................... 47 7.5.2. Checklist of Responsibilities ................................................................... 47 7.5.3. The Seven-Month Check-In ................................................................... 47 7.5.4. Seven-Month Check-In Form ................................................................. 49 7.5.5. Perform Coaching Moments ................................................................... 49 7.6. Community Building Chair .................................................................................... 50 7.6.1. Blended Learning Plan ........................................................................... 50 7.6.2. Checklist of Responsibilities ................................................................... 50 7.6.3. Identify & Communicate the Top Ten Professional Classifications ......... 51 7.6.4. Contact Sphere List 8 in 6 ...................................................................... 52 7.6.5. Implementing the Attendance Policy ...................................................... 53 7.6.6. Certificate of Credit/Medical Leave of Absence ...................................... 53 7.6.7. Request for Certificate of Credit or Medical Leave ................................. 54 7.7. Member Relations Chair ....................................................................................... 55 7.7.1. Blended Learning Plan ........................................................................... 55 7.7.2. Checklist of Responsibilities ................................................................... 55 7.7.3. Evaluating Member Complaints .............................................................. 55 7.7.4.
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