Chapter Success Training Resources

It is vital that you attend the webinar training BEFORE attending the in-person training!

Note: The BNI Regional Office is notified when you have completed the webinar and registered for your Chapter Success Training.

 

Chapter Success Training Dates & Times

Bend • Eugene • Medford • Mid-Valley • Ontario • Portland 1 • Portland 2 • Vancouver

Return All Forms to Kristy@bnioregon.com or Fax: 503-621-3274

 

President

  1. Review the Leadership Team Selection Process.

  2. Read, sign and return the President Pre-Approval Form.

  3. Read, sign and return the Leadership Team Agreement Form.

  4. Complete Your Training:

    1. Part 1: Watch the Incoming President Webinar Recording.

    2. Part 2: Complete the Leadership Team Training for Presidents modules in BNI University

    3. Part 3: Register for and attend your in-person Chapter Success Training (see link above by area)
  5. Follow the Incoming President Checklist for additional support.

  6. Resource: President Webinar PowerPoint (not in lieu of watching the webinar)

 

Vice President

  1. Read, sign and return the Vice President Pre-Approval Form.

  2. Read, sign and return the Leadership Team Agreement Form.

  3. Complete Your Training:

    1. Part 1: Watch the Incoming Vice President Webinar Recording

    2. Part 2: Complete the Leadership Team Training for Vice Presidents modules in BNI University

    3. Part 3: Register for and attend your in-person Chapter Success Training (see links above)
  4.  Follow the Incoming Vice President Checklist for additional support.

  5. Resource: Vice President Webinar PowerPoint (not in lieu of watching the webinar)

 

Secretary/Treasurer

  1. Read, sign and return the Secretary/Treasurer Pre-Approval Form.

  2. Read, sign and return the Leadership Team Agreement Form.

  3. Complete Your Training:

    1. Part 1: Register for and attend your Incoming Secretary/Treasurer Webinar.

    2. Part 2: Complete the Leadership Team Training for Secretary/Treasurers modules in BNI University

    3. Part 3: Register for and attend your in-person Chapter Success Training (see links above)
  4.  Follow the Incoming Secretary/Treasurer Checklist for additional support.

  5. Resource: Secretary/Treasurer Webinar PowerPoint (not in lieu of watching the webinar)

 

Chapter Marketing Team (Growth, Events, Communications)

  1. Read, sign and return the Support Leadership Team Agreement Form.

  2. Complete Your Training:

    1. Part 1: Register for and attend your Chapter Marketing Team Training Webinar (to be scheduled)

    2. Part 2: Download and review your role section in the BNI Leadership Team Manual from BNI University Member Contents section (updated manual available in August 2018).
  3. Resource: Chapter Marketing Team Webinar PowerPoint (not in lieu of watching the webinar)

  4. Resource: Visitors' Day Training Webinar (50 min)

  5. Resource: Chapter Growth Through Focused Inviting Webinar (25 min)

 

Education Coordinator

  1. Read, sign and return the Support Leadership Team Agreement Form.

  2. Complete Your Training:

    1. Part 1: Register for and attend your Education Coordinator Training Webinar (to be scheduled)

    2. Part 2: Complete the Leadership Team Training for Education Coordinators modules in BNI University

      Part 3: Download and review your role section in the BNI Leadership Team Manual from BNI University Member Contents section (updated manual available in August 2018).
  3. Resource: Education Coordinator Webinar PowerPoint (not in lieu of watching the webinar)

 

Membership Committee & Reserves

  1. Read, sign and return the Support Leadership Team Agreement Form.​

  2. Complete Your Training:

    1. Part 1: Complete the Leadership Team Training for Membership Committees modules in BNI University

    2. Part 2: Register for and attend your in-person Chapter Success Training.

 

Mentor Coordinators

  1. Read, sign and return the Support Leadership Team Agreement Form.

  2. Complete Your Training:

    1. Part 1: Register for and attend your Incoming Mentor Coordinator Pre-Training Webinar (to be scheduled)

    2. Part 2: Complete the Leadership Team Training for Mentor Coordinators modules in BNI University

      Part 3: Download and review your role section in the BNI Leadership Team Manual from BNI University Member Contents section (updated manual available in August 2018).
  3. Resource: Mentor Coordinator Webinar PowerPoint (not in lieu of watching the webinar)

 

Visitor Host Team

  1. Read, sign and return the Support Leadership Team Agreement Form.

  2. Complete Your Training:

    1. Part 1: Register for and attend your Visitor Host Team Training Webinar (to be scheduled)

    2. Part 2: Complete the Leadership Team Training for Visitor Hosts modules in BNI University

      Part 3: Download and review your role section in the BNI Leadership Team Manual from BNI University Member Contents section (updated manual available in August 2018).
  3. Resource: Visitor Host Team Webinar PowerPoint (not in lieu of watching the webinar)

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