A quick guide to the roles and responsibility of LT and MCOM members in BNI meeting

1. Co-ordinators Role
Guide
BNI Lucknow North

2. 1. GIVERS GAIN
2. SUPPORTIVE RELATIONSHIPS
3. LIFE LONG LEARNING
4. TRADITIONS + INNOVATION
5. POSITIVE ATTITUDE
6.ACCOUNTABILITY
7. RECOGNITION
BNI CORE VALUES

3. TYFCB Tracking
Coordinator
Events Coordinator
Education Coordinator
BNI Connect Coordinator
Power Team Coordinator
Mentor Coordinator
Chapter Growth
Attendance
1-2-1 Coordinator
Go Green Coordinator
8-Minute Coordinator
Visitor Orientation
Time Keeper
Runners
Referral Value & Quality
Application ReviewLIT
BIT
FIT
LVH
Conversion Specialist

4. President
President, runs the weekly chapter meetings,
educates members relating to the principals of
networking, and keeps the Director informed of the
status of the chapter

5. PRESIDENT
Role & Responsibilities
Vision for the Chapter
Run a Great Meeting
Pre Meeting Preparation
Communication with Members

6. VP Role & Responsibilities
Vice President, maintains reports relating to
attendance, referrals, visitors, chairs the
Membership Committee and fills in for the
Chapter Director when needed

7. VP Role & Responsibilities
 Conduct Membership Committee Meeting
 Delegate Responsibilities
 Monitor Control Letters
 Monitor Chapter Growth Activity
 Track Application Review
 Monitor Mentoring Program
 Review Member Participation Record

8. Data Entry & Communication
PALMS to be completed
within 24hrs
Communicate
Inductions to DC with
copy to BNI Office
MC Meeting Minutes to
be sent to DCs before
7th of the month
VP Role & Responsibilities

9. Secretary Treasurer
Secretary/Treasurer, coordinates speaker
rotation, collects dues, maintains monthly
reports, and presents the application procedures
and dues structure to visitors during the weekly
chapter meeting

10. ST Role
• Chapter Kitty to be Reviewed
• Visitor Entry
• Renewal Follow Up
• Feature Presentation Speaker Rotation
Schedule

11. Membership Committee

12. Chapter Growth Coordinator
Chapter Growth Coordinator, is responsible for
planning and deploying the growth activities of the
chapter such as visitor days and other incentives.
They will constantly be reviewing the visitor numbers
and conversion rates and working with members to
help them invite qualified potential members. They
also work with the LVH, to improve conversion rates.
If you want help on inviting or converting visitors
then this is the person to talk to.

13. Roles of the Growth Coordinator:
The individual roles of the Growth Coordinator are as follows:
1. Meet monthly with the Vice President and Membership Committee to determine the professions that
would best fit into the chapter. Remember – always be looking to fill the open positions of the
members’ “contact spheres”.
2. Meet regularly with the entire Leadership Team to determine areas for improvement and to offer
suggestions and feedback that may be received from guests, Visitors Hosts, and members that will
assist the chapter increasing membership.
3. Meet with the Visitor Hosts to ensure that Visitor Orientation is done effectively to convert the
visitors to members.
4. Work with Visitor Host Coordinator to ensure that the chapter is using the entire Visitor Host program
and following up with each visitor. Effective “follow-up” is essential to chapter growth. We have found
that up to 80% of the visitors who are effectively followed up with, will submit an application for
membership
5. Work with the chapter Educational Coordinator to develop educational moments on how to grow the
chapter.
•

14. Contd….
6. Track your chapter-closing ratio of visitors. The average application to visitor ratio in BNI is about 1
to 6. When a chapter has more than 20 members, that ratio increases to 1 in 4. That means for every
4 to 6 visitors, one will submit an application. If you track your closing ratios, you’ll be able to see
exactly where your chapter stands and where there is an opportunity for improvement. Chapters who
effectively use the Visitor Orientation have a much higher closing ratio.
7. Coordinate events in the chapter geared toward growth, such as
Visitors’ Day – Using the Visitor Day Coordinator Package, implement a successful Visitors’ Day by
managing and educating the chapter on the event.
Focused Visitors’ Day (Stack Days) – Work with the chapter to target specific classification not
represented in the chapter and have all members focus on inviting someone in that particular
profession for a specific meeting. Work with the Contact Spheres or Power Teams in the chapter for
more focused Stack Days.
Personal Visitors’ Day – New members going though the Chapter mentoring program have a personal
visitor day in week 6 of the program.

15. Contd…..
The BNI Game – The idea of the game is to increase both the size of the chapter and the number of
referrals generated within the chapter by developing a little competitive spirit among the members
through a point system.
Inviting for the Speaker – A number of chapters have incorporated this into their weekly meetings.
Each week, the next two speakers will share who they would “like in the audience” with the chapter.
Their list could include “potential members” but also people who may never join a chapter (e.g. Police
Chief, Human Resources Manager for a large company), as well as professionals already represented
in the chapter.
Invite for an Introduction – If a member mentions someone, they are looking to meet (in a One-to-One
or in the 60-Second Presentation), invite them to meet the member at the meeting. Additionally, you
are exposing all the other members of your chapter to this person.

16. Chapter Growth Activities….
 Best Client Day
 Milestone Meetings
 VIP Visitors Day
 Theme Day
 Substitute Day
 Spouse Day
 Focused Visitor Days
 Power Team Focus Days
 Mega visitors Days
 What else …???

17. Application Review Coordinator, is responsible
for reviewing the new application submitted,
checking categories and following up on ALL
references. They also review the renewal
applications made by members. If you need to
make the committee aware of any information
regarding a visitor who may make an application
to join or a member coming up for renewal, this is
the person to speak to.
Application Review Coordinator

18. Screening New Applications!
To be completed on the same day
• Attitude, Attitude Attitude?
• BEST candidate?
• A credible enterprise?
• A power team filler ?

20. Mentor Coordinator
Mentor Coordinator, is responsible for the
support processes that help new members get a
great start in the chapter and help existing
members give and receive outstanding results
from their membership. This is achieved by
putting together experienced members with
members with a specific requirement. If you
would like the support of another member this
person will help you identify the person with the
right skills.

21. Successful Mentoring
 Assign Mentor- Mentee - Before Induction (6 week online programme)
 Meet with Mentee at the Venue only
 Remind Mentee to read the email. If Mentee has not received mail, Send your copy
to him
 Sit next to Mentee at the Chapter Meeting
 One Mentor attends MSP with all the Mentees
 Ensure Mentee registers for Advanced Trainings during the first 6 Months
 During first 4 weeks call the Mentee every week to remind about Meeting Day and
also check whether they have passed Referrals etc ONLINE

22. Assigning Mentor-Mentee on BNI
Connect

23. Contd….

24. Attendance Coordinator
Attendance Coordinator, tracks the attendance
records of members and is responsible for helping
members understand the attendance policy, following
up with absent members and issuing controls letters
when required all on behalf of the membership
committee. If you need coaching on finding
substitutes then this is the person to talk to.

25. Attendance Accountability Letters
Attendance Letters:
• Control Letter 3: Attendance Warning Letter – Second Absence
• Control Letter 4: Attendance Warning Letter – Third Absence
• Control Letter 5: Opening a Classification
Probation Letters:
• Control Letter 6: Putting on Probation for lack of participation
• Control Letter 7: Putting on Probation for time-keeping
• Control Letter 8: Putting on Probation for disruptive behaviour in the chapter

26. Referral Quality & Check
Referral Quality & Quality Coordinator, is
responsible for monitoring and improving the
number and quality of referrals as well as the
value of business completed (SMTM, Show Me
The Money) in the chapter. If you are receiving
bad referrals or having trouble giving or getting
referrals this is the person to talk to.

27. Questions for Referral Quality
& Check
1.Was there a contact number on the referral slip?
2.Was the person expecting your call?
3.Is this a possible business opportunity for you?

28. Membership Committee Meeting

29. MC Meeting Agenda

30. Membership Committee Meeting
• Screen New Applications
• Evaluate Participation of existing members
• Renewal Process – 120 & 30 days before Renewal
• Evaluate Complaints about members
• Review TYFTB Given
• Plan Inviting Activities
• Plan Referral Activities
• Plan Team Building Activities
• Meeting to be done on or before 7th of every month & report to
be sent to the Chapter DC & Regional Office.

31. MC Meeting Preparation

32. Committee Meeting
• VP shares data in advance
• Committee members come
prepared with reports & plan of
action
• Success oriented decisions
• Send MC Meeting Minutes to BNI
Director by 7th

33. MC Meeting Preparation

34. 3/31/2020
KEY Coordinators

35. Educational Co-ordinator
Educational Coordinator, is a person responsible
for presenting a networking education topic to their
chapter every week. From time to time the
Education Coordinator may select a member to
deliver a networking topic to the chapter. He/she can
also take a topic on the basis of ongoing problems
or area of concern in the Chapter

36. BNI Resources
• https://www.bnipodcast.com
• www.youtube.com/bniconnectglobal
• https://www.bni.com
• Bniuniversity.com
• Ivanmisner.com
• Webinars

37. 3/31/2020
• Make sure the Ed-Co is
not presenting all the time
• Always have a back up
educational piece
• Offer the slot to your DC
before the meeting
Networking education

38. 3/31/2020
Events Co-ordinator
Event Coordinator, conceptualize and
organizes the events for the Chapter,
motivates members to attend Chapter and
Regional Event. Coordinates with LT for
Theme Based Meeting

39. Event Co-ordinator
External Training Events
• Member Success
Program
• Advance Workshops
• National Events
• Chapter Socials

40. 3/31/2020
1 2 1 Co-ordinator
1-2-1 Coordinators, motivates and schedule 1-2-1
in the Chapter, so that members get the maximum
out of their membership; organizes 1-2-1s post
breakfast after the meeting and also to organize
the two 1-2-1’s Conclaves, during his/her tenure.
Identify members low on business and allocate a
member who could help the member with referrals

41. 3/31/2020
1 2 1 Conclave

42. 3/31/2020
Power Team Co-ordinator
Power Team Coordinator, Initiates /
Monitors actions in Power Teams through
Power Team Captains, handhold the PT
captions to organize 1 Power team
Meeting every month. Identify Open
Categories in every Power Team & Initiate
activities to fill those categories.

43. 3/31/2020
Power Team Meetings

44. 3/31/2020
Power Date

45. 3/31/2020
Go Green Co-ordinator
Go Green Co-Ordinator, analyze the Traffic Lights and
comes with requirement for the members to score high
points in Traffic Lights. Ensure that maximum members
fall into Green on Individual Member Traffic Lights.
Works in coordination with BNI Connect & Training In
Charge

46. 3/31/2020
BNI Connect Co-ordinator
BNI Connect Co-Ordinator, makes sure a
newly inducted member get his BNI Connect
link within 1 week of his induction. Work
Closely with Mentor In Charge to make sure
all members are well versed with BNI
Connect
Educates members to optimum use BNI
Connect and motivates them to attend BNI
Connect Workshop

47. Social Media Co-ordinator
Social Media Co-Ordinator, posts all positive
updates of the chapter activities on relevant
social media. Makes Arrangements for
capturing the Event on regular basis, hence
helps Chapter get the Right visibility on Social
Media Platform

48. 3/31/2020
Feature Presentation Co-ordinator
Feature Presentation Co-Ordinator, helps and
motivates member to prepare and deliver their
Feature Presentation on the Speaker Rotation
basis. Ensure that Feature Presentation is made in
accordance with BNI policy i.e. 8 minutes, slides
with proper ASK and GIVES.

49. 3/31/2020
Time Keeper

50. 3/31/2020
RUNNERS

51. 3/31/2020
Visitor Host Team
Visitor Host Team, welcomes and introduce
visitors as they arrive at chapter meetings. Meet
with visitors after the meeting, answer questions
and review process to join. Follow up with a
phone call or e-mail before the next meeting;
thank them for visiting and reinforce that the
chapter is looking for someone in
their business.

52. 3/31/2020
Hosts…
• Before the Meeting (First Impression
Team)
• During the Meeting (Best Impression
Team)
• After the Meeting (Lasting Impression
Team)

53. LT Meeting Agenda

54. Leadership meeting
• President – chairs the
leadership meeting
• Chapter Kitty to be
Reviewed
• Once per month
• Copy of LT meeting
agenda – sent to your
DC & BNI Office, before
24th of every month

55. BNI is a team game