BNI has created mechanisms to measure and track members’ success and activity. Combined, we call this the BNI Slips Program. Individually, the program consists of tracking One-to-One meetings, Networking Education, (CEU’s) Referrals, and closed business, (TYFCB). We have 2 ways for members to report their activity, through paper slips that can be filled out and passed at a weekly chapter meeting, or online slips that can be entered through BNI Connect during the week preceding the chapter meeting. Paper Slips: Paper slips are to be completed before the meeting and handed in during the referral and testimonial portion of the meeting. The slips will be collected by the chapter Vice President and input manually into BNI Connect following the meeting.
Note that only statistical information about the activity will be recorded when utilizing the paper process. Instructions for how to input the PALMS in BNI Connect can be found. Online Slips (preferred): Members may enter their activity into BNI Connect using the online slips process. All slips entered during the time between meetings will automatically be input into the upcoming week’s PALMS report for the Vice President to review and approve. In addition to the statistical information, the full details of the transaction will be available for the member to review through BNI Connect. The member may also make changes to the details of each slip up until the time that the PALMS is approved and officially submitted by the Vice President. When submitting slips online, members should continue to announce and celebrate their weekly activity during the referral and testimonial portion of the meeting, though for most activity a paper slip is no longer necessary.
The member may utilize the “Print Your Weekly Slips” function to turn in a paper referral to be included in the door prize drawing for that week’s meeting. Following is a sample of the actual form and a purpose and explanation as to why we track this information. Followed by step-by-step instructions for completing both the paper slips and the online version. Paper Slip Process: The member who initiated the One-to-one should be the person completing the form and is responsible for submitting it to the Vice President at the chapter meeting following the One-to-one appointment.
The paper form will be light blue in Color, a single sheet pad form and the same size as the referral slip. The Vice President will credit in BNI Connect each member who was present at the one-toone. Recommended reporting: This process may vary by region.
Turning in the One-to-one forms to the Vice President can be done before, during or immediately after the weekly chapter meeting. Online Slip Process: Only one member of the 1 to 1 pair needs to input the slip online, usually the person who initiated the meeting. The online slip may be entered at any time between chapter meetings, but must be completed before the end of the chapter meeting to be counted for the current week’s PALMS report. To fill out the form, click on the “Submit 1 to 1 Slips” link on the My BNI Business screen and complete all necessary fields.
For detailed instructions for the online 1 to 1 slips, click. Note: This does increase the number of One-to-ones done in the chapter, but it is important to recognize and give credit to each member. The One-to-one reporting program is NOT to be used verbally as a replacement for giving a referral or a testimonial. Paper Slip Process: The member who completed the credits should complete and submit the form to the Vice President at the chapter meeting. Remember to put your name and date on the form and include all CEU’s completed since the last form you submitted.
This form will be goldenrod in color, a single sheet pad form and the same size as the Referral Slips. The Vice President will then input the credits in BNI Connect to the individual whose name is on the form.
All Rights Reserved. “Thank you for closed business” explanation: Purpose: This form is to track revenue from completed business generated from a BNI referral as a source document to BNI Connect. Thank you to: This should be the member that gave the referral that resulted in closed business. Bni Purpose And Overview Pdf. PNNL: Scientific Missions. This information is important reading for all members of BNI.
Recommended Reporting: This process may vary by region. Turning in the CEU forms to the Vice President can be done before, during or immediately after the weekly chapter meeting.
The CEU reporting program is NOT to be used verbally as a replacement for giving a referral or a testimonial. Online Slip Process: The online slip may be entered at any time between chapter meetings, but must be completed before the end of the chapter meeting to be counted for the current week’s PALMS report. To fill out the form, click on the “Submit CEU Slips” link on the My BNI Business screen and complete all necessary fields. The member should input the quantity for each course completed, the total number of credits will be calculated automatically.
For detailed instructions for the online CEU slips, click. Completion: Complete all the information on the slip, including whether the referral is an “inside” or “outside” referral and how the member should contact the referral. The “White” copy should be passed to the member, the “Pink” copy should be turned in to the Chapter Vice President, and the “Yellow” copy you should keep. The Vice President then inputs the referral in BNI Connect. Note: 1) Complete the form with as much information you want to when receiving a referral. 2) Use your “Yellow” copy to use as a follow up to ensure your referral was contacted and how you can further assist in turning the referral into closed business.
Recommended Reporting: During the “I Have” portion of the meeting, the member should announce the referrals they have and give the “Pink” copy to the Vice President. Getting the Vice President the “Pink” copies may vary from region to region. Gameshark Gba Drivers. Online Slip Process: The online slip may be entered at any time between chapter meetings, but must be completed before the end of the chapter meeting to be counted for the current week’s PALMS report. To fill out the form, click on the “Submit Referral Slips” link on the My BNI Business screen and complete all necessary fields. Once the referral has been input, the member for whom the referral is intended will immediately receive an email notification with the details of the referral as well as the contact information of the member giving the referral.
For detailed instructions for the online referral slips, click. Completion: This should be completed by the member who closed the business. “Thank you to:” is the member that gave the referral that resulted in closed business.
See the “purpose” section of this document for definition of what $ amount is to be reported. This form will be light green in color, a single sheet pad form and the same size as the Referral Slips.
The Vice President will then input the $ amount in BNI Connect to the individual whose name is on the “Thank you to” line. Note: By assigning this amount to the person who gave the referral resulting in the business, this will preserve confidentiality of each individual’s income. In addition, this will show each member’s value as a “referral giver” to the other members of the chapter. Recommended Reporting: Members turn in the “Thank you for closed business” forms in the same way they turn in the referral slips during the referral portion of the meeting. Note: The Thank you for closed business reporting program is NOT to be used verbally as a replacement for giving a referral or a testimonial. Online Slip Process: The online slip may be entered at any time between chapter meetings, but must be completed before the end of the chapter meeting to be counted for the current week’s PALMS report. To fill out the form, click on the “Submit TYFCB Slips” link on the My BNI Business screen and complete all necessary fields.
In the case of TYFCB, only the person being given credit for generating the TYFCB (the Giver) will be identified in the PALMS report, the person who received the income will remain anonymous. For detailed instructions for the online TYFCB slips, click. This is not meant to be an exact science for reporting purposes.
The goal is to have a consistent reporting system throughout BNI worldwide to recognize those members who pass qualified referrals, while conservatively reporting the amount of business recognized by our members. Below is an explanation of what is to be reported based on what type of business you are in: • Commission Based Sales If you are commissioned, put down your gross commission figure. Examples: Insurance: P&C, Realtors, Insurance: Health Care, Mortgages, Online Sales (such as greeting cards), Investments, Insurance: Life, Payroll Services • Service Providers If you provide some type of service, put down the gross amount you charged for your service. Examples: Website Designer, Massage Therapist, Business Coaching, Doctor, Pest Control, Pool repair/leak detection, Title Service, CPA, Photographer, Salon/Spa, Attorney, Computer Services, • Product Providers If you sell or install a product, put down the total cost to the client of the product plus service costs.
Examples: Plumbing, Roofing, Custom Wood Products, Promotional Products, Printing, General Contractor, Flooring, Heating & Cooling, Alarm Systems, • Banking Bankers do not get compensated based on the actual business they generate. Please follow the below definitions to report closed business for non-commissioned referrals to banks. • Loans – Report the interest that would be generated if the loan would go full term • Deposits – Report 10% of the initial amount to open an account • Lines of credits – (i.e. Credit cards, home equity loans, commercial lines of credit, etc.) report 10% of the line amount • Other bank services – (i.e. Merchant services, on-line banking, etc.) report a flat dollar amount of $250 • Other. Re: Banking thank you.
I may open an account with $100, and be thanked for $10 according to the guidelines. Next week I deposit $10,000. Is this taken into consideration in any way? The bank is certainly deriving income from the additional funds I deposit, and somehow it seems as this should be taken into consideration. For example, say I opened an account with $250, many years ago. In the 1990's I did very well in the stock market, and in the course of 25 years put over 2 million dollars into that account, and had a fairly large balance for about 10 years. How is this considered?
Jeannette, The CATS report is only used in a very few areas around the world. That being said, here is some information about them: FREQUENTLY ASKED QUESTIONS Who should use the BNI Member Commitment Report? This report is for everybody in the Chapter, but in particular the Leadership Team and the Membership Committee. Great Membership Committees are concerned about the level of activity of members and results they are getting. Best practice involves looking at this report to get a sense of who is doing great, and who needs mentoring and support. Everybody in the Chapter needs to contribute and it is the Chapter Leaders responsibility to make sure everyone get assistance and support when needed.
In BNI we look after our own! What are the Fives, Sixes and CATS columns? These are measures of member commitment to Givers Gain® over a rolling 6 month period. We know that closed business is the goal, but how do we get there?
We get there by members attending the weekly BNI event. We get there by doing great 121s with our fellow members.
Alcazar Disco Defenders Download Youtube. We get there by inviting Visitors and introducing them to BNI and to the members of our Chapter. How are the FIVES calculated? The Fives column in the BNI Member Commitment Report is calculated as follows: Attendance + Substitutes – Late – Absent + Visitors + Referrals GIVEN + 121s (Dances). The period covered is 6 months of activity. Generally speaking Chapters require members to achieve a FIVES score of 50+ over 6 months, but that’s up to Membership Committees to decide for themselves what is appropriate! How are the SIXES calculated?
The Sixes add in to the Fives 1 point for every $1000 of closed business given by a member. Why did the members want that?
Because it is important to take into account results when assessing a members commitment to Givens Gain® What do you mean by “the SIXES inform the FIVES”? It is great when someone demonstrates commitment by being active, but unless we take results into account when assessing someone’s performance we may miss the opportunity to help that person be active and great at the same time! Ideally someone REALLY active is doing so with great skill, and is getting result for the members! This is why we say the SIXES inform the FIVES. BNI Chapters with members that want to be held accountable for their activity and commitment to Givers Gain® are those that make the most closed business, and CATS stands for Chapter Accountability Tracking System.
CATS was developed by the members of BNI because they are really serious about getting result for their members. CATS is a more sophisticated measure of performance that gives different weightings to the activities that lead to closed business.
This is how CATS is calculated: - Plus 1 for each 121/Dance. - Plus 1 for every Internal Referral. - Plus 1 for every 1 Thousand Dollars of Closed Business given credited to the member.
- Plus 2 points for every External Referral. - Plus 2 points for every Visitor recorded against the members’ name on the PALMS. - Less 2 points for each Absence without a substitute. How should the BNI Member Commitment Report be used? Great practices include sharing the report each month at the weekly BNI event.
This report is definitely useful when assessing Chapter Health and the performance of members in the Chapter, and is used extensively by Membership Committees for planning purposes. We recommend you also bring any matters of concern to the attention of your BNI Director so he/she has an opportunity to contribute!
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