The Vice President then inputs the referral in BNI Connect. 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. For detailed instructions for the online CEU slips, click here.Ĭompletion: 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 member should input the quantity for each course completed, the total number of credits will be calculated automatically. To fill out the form, click on the “Submit CEU Slips” link on the My BNI Business screen and complete all necessary fields. 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. The CEU reporting program is NOT to be used verbally as a replacement for giving a referral or a testimonial. Turning in the CEU forms to the Vice President can be done before, during or immediately after the weekly chapter meeting. Recommended Reporting: This process may vary by region. The Vice President will then input the credits in BNI Connect to the individual whose name is on the form.
This form will be goldenrod in color, a single sheet pad form and the same size as the Referral Slips. Remember to put your name and date on the form and include all CEU’s completed since the last form you submitted. Paper Slip Process: The member who completed the credits should complete and submit the form to the Vice President at the chapter meeting. The One-to-one reporting program is NOT to be used verbally as a replacement for giving a referral or a testimonial. 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. For detailed instructions for the online 1 to 1 slips, click here. 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. 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. 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. Turning in the One-to-one forms to the Vice President can be done before, during or immediately after the weekly chapter meeting.
Recommended reporting: This process may vary by region. The Vice President will credit in BNI Connect each member who was present at the one-toone. The paper form will be light blue in Color, a single sheet pad form and the same size as the referral slip. 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. Followed by step-by-step instructions for completing both the paper slips and the online version. 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.įollowing is a sample of the actual form and a purpose and explanation as to why we track this information. 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 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.
BNI PURPOSE AND OVERVIEW PDF FILE FULL
In addition to the statistical information, the full details of the transaction will be available for the member to review through BNI Connect.
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. Online Slips (preferred): Members may enter their activity into BNI Connect using the online slips process.
BNI PURPOSE AND OVERVIEW PDF FILE HOW TO
Instructions for how to input the PALMS in BNI Connect can be found here. Note that only statistical information about the activity will be recorded when utilizing the paper process. The slips will be collected by the chapter Vice President and input manually into BNI Connect following the meeting. Paper Slips: Paper slips are to be completed before the meeting and handed in during the referral and testimonial portion of the meeting.
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