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BNI Rochester - Director Chapter Visit Report
Chapter visit notes. This report is to be completed within 48 hours of your chapter visit.
Director Consultant's Name:
*
First
Last
Your Email Address
*
BNI Chapter Visited:
*
Date of Chapter Visit:
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MM
/
DD
/
YYYY
This is the date you made the chapter visit.
Check all that apply
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Chapter was made aware of my visit before hand
This was an unannounced visit
I was the 10-minute presenter
I did the Ed. Coord moment of the meeting
I facilitated the Visitor Day Agenda
The chapter's meeting time begins at?
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HH
:
MM
AM
PM
AM/PM
What time did you arrive?
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HH
:
MM
AM
PM
AM/PM
What time did the President arrive?
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HH
:
MM
AM
PM
AM/PM
Time must be entered if they were present for the meeting. Please enter 00:00 if the leader was absent from the meeting.
What time did the Vice President arrive?
*
HH
:
MM
AM
PM
AM/PM
Time must be entered if they were present for the meeting. Please enter 00:00 if the leader was absent from the meeting.
What time did the Secretary/Treasurer arrive?
*
HH
:
MM
AM
PM
AM/PM
Time must be entered if they were present for the meeting. Please enter 00:00 if the leader was absent from the meeting.
What time did someone from the Visitor Host Team arrive?
*
HH
:
MM
AM
PM
AM/PM
Time must be entered if they were present for the meeting. Please enter 00:00 if the leader was absent from the meeting.
Was the meeting room setup and ready by start of Open Networking?
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Yes
No
Was the Member's Brochure Table setup and ready prior to Open Networking?
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Yes
No
Was the Visitor Host Table setup and ready prior to Open Networking?
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Yes
No
Were members of the chapter sitting during Open Networking?
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Yes
No
If yes, what actions did the Chapter Leaders take to get the members to stand up during Open Networking?
How many members are on the active roster at time of chapter visit?
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Run the chapter roster report prior to your visit so that you can verify members in the room.
How many members ARRIVED ON-TIME (BEFORE OPEN NETWORKING BEGAN)?
*
Run the chapter roster report prior to your visit so that you can verify members in the room.
How many members BROUGHT IN BNI CARD HOLDER?
*
How many members were wearing NAME TAGS?
*
What time did the President start the second part of the meeting?
*
HH
:
MM
AM
PM
AM/PM
Please check ALL THAT WERE CONDUCTED DURING THE MEETING:
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Open Networking
Chapter Leaders were introduced
Chapter Leaders wore positional ribbons
Purpose and Overview of BNI
Networking Education
Notable Networker Certificates Awarded
Member Cardbox/Book was passed during the meeting
Welcome New and/or Renewing Members
Members Weekly Presentation
Use of Meeting Stimulants
Visitor Introduction
Timer was used in meeting
Vice President Report
Membership Committee Report
ST announced upcoming speakers
ST introduced the speaker with Bio
8 Min Feature Presentation(s)
I HAVE portion of the meeting was conducted
Referral Reality Check
ST announced upcoming renewals
ST read the VERBATIM fee structure
Networking Announcements were made
Door Prize was provided
Visitor Orientation was held
New Member Orientation was conducted
Please provide details of any concerns or success stories in the items above:
After the meeting YOU:
Reviewed Goals with LT
Reviewed PALMS Report with MC
Reviewed Supplies in Chapter Box
Number of Members Present:
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Number of Substitutes Present:
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Number of Visitors Present:
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Number of Guests Present:
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Total Number of People Present:
*
Average Monthly Referrals:
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Average Monthly Visitors:
*
Did you present any recognition or awards during this visit? (Gold Member, Blue Badge, Chapter Pins, Notable Networker Certificates, Area Recognition) If yes, please detail who and why:
One thing you LIKED about the meeting:
*
Concerns and Challenges:
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