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 for 2019! 

Bend • Eugene • Medford • Mid-Valley • Portland  SW Washington Ontario

Scan & Email All Forms to [email protected]

 

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: Watch the Incoming Secretary/Treasurer Webinar recording

    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 (Events, Communications)

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

  2. Complete Your Training:

    1. Part 1: Watch the Chapter Marketing Team Training Webinar recording.

    2. Part 2: Download and review your role section in the BNI Leadership Team Manual from BNI University Content section.
  3. Resource: Business Networking Event Training Webinar and PowerPoint (50 min)

  4. Resource: Chapter Growth Through Focused Inviting Webinar and PowerPoint (30 min)

 

Education Coordinator

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

  2. Complete Your Training:

    1. Part 1: Register for the 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 2019).
  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 2019).
  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 the Visitor Host 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 2019).
  3. Resource: Visitor Host Team Webinar PowerPoint (not in lieu of watching the webinar)

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