BNI Tampa Portal

Chapter Name*

Who is submitting this form?*

(Please include your Leadership position after your name)

Your Email*

This email will be used to send a PDF of the filled out form for your records

Date of meeting*

Who attended the Chapter Success Meeting*

Current State of the Chapter • Chapter Roster Report (Member count) • Venue (if in person) challenges or upcoming items of interest • Region updates • Topics for team to discuss*

Chapter Traffic Lights report review What color on the traffic lights is the Chapter? What areas are there room for improvement? What accomplishments can we recognize? What actions will be taken for areas of improvement?*

Is there a full Leadership Team? What roles are vacant? Any Leadership Team Members that need additional training?*

Review visitor attendance • Names and classifications of visitors last month • Who has applied • Who needs follow-up Any other Visitor information to share? Next Visitor event: (refer to goals)*

Are there any Members who are late paying their Chapter dues? Recurring Expenses Upcoming Expenses Bank Balance Concerns?*

Members active in the Passport Program New Members that have completed MSP (prior to 60 days) Anyone delayed and need help?*

Any updates for Member Mentors, training needed or replacements*

Membership Review • Number of new Members last month? • Number of dropped last month? • Net growth last month? (goal net 1 per month)*

Updates based on Goals /Mechanism discussion from last month’s meeting • Upcoming Goals / Mechanisms for the next month*

Member Traffic Lights Report review • Gray Members: who needs participation conversations? • Any updates about Members on probation because of participation or GROW coaching? • What Members are on the Take Care report?*

Members needing guidance • Members passed 60 days for MSP • Members needing meeting etiquette or classification discussions • Members up for renewal in the next 60 days • Reviews conducted last month - action to be taken • Reviews to be conducted next month - strengths and development opportunities.*

Chapter Success Meeting Form