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Vice President Role
Vice President Role
Your role as Vice President is to encourage the entering of BNI activity (members logging their stats), tracking the progress towards the chapters goals, and chairing the membership committee meetings to ensure all members are sucessful with their BNI Membership.
You are a master delegator who does not fall into the trap of doing all the membership committee roles!
Read the Vice President section in the Chapter Operations Manual for detailed information.
Complete your National training, business builder training and our regional training.
Ensure your membership committee complete their training.
Ensure the membership committee consists of all the roles and the roles are undertaken appropriately
Ensure reviews are conducted regularly and in a supportive manner
Ensure all complaints follow the BNI Complaints process as outlined in the training and Chapter Operations Manual.
Vice President
As vice president I track our data and share our progress and reports. I also chair the membership committee.
The membership committee supports our members, they do reviews with members, keep everyone accountable and processes our new applications.
Ongoing Key Tasks & Actions
Ongoing Key Tasks & Actions
Read the weekly annoucements and communications from the Melbourne Central Admin Team. Share the information with your chapter. These are also shared on the main home page of our Melbourne Central Chapter toolbox.
Update the VP report and membership commttee report each week for the meeting. Slides in Melbourne Central Slide pack. (optional slides for goals, VP Report)
Ensure the Membership Committee are operating effectively and efficiently.
Review the weekly alert report. WCA report in your chapters reports folder.
Chair the membership committee. Follow the agenda as outlined in Chapter Success Meeting. Utilise the Chapter Success Meeting slides provided every month
Ensure all complaints follow the BNI Complaints process as outlined in the training and Chapter Operations Manual.
Ensure new applications are processed within 7 to 10 days
All absences are followed up appropriately - Phone call, acknowledge of the formal email that is sent regarding this absence, If there is a fourth your membership can be ended.
Enter the PALMS every week and ensure they are all submitted by the last day of the month. For public holidays or any other day when you do not meet click on the mark as Holiday option at the bottom of the PALMS.
The membership committee uses Trello to track new applications, renewals, reviews and absence conversations. Vital for communicating with the Melbourne Central Admin Team and tracking the engagement of members.
Weekly or regularly catch up with the leadership team to evaluate the performance of the chapter to make regular adjustments. eg visitor host process, running of the meeting, or member's actions - does everyone have an I Have.
Attend the monthly Leadership Round Table https://bit.ly/BNIMCRoundTable
Resources
Resources
Membership Commitee section of this chapter toolbox
Payment Plan for New Members and Renewals: LUCA Plus Finance Plan Information. https://www.lucapay.com/bni
Video of LUCA Pay Lite Signing Up Process
Trello
Your director is also a resource.
Training
Training
BNI Academy Vice President's Leadership Team Training Vice President's Leadership Team Training | BNI
Regional Training Recordings including Trello.
Regional Training - Watch the previous training replay here.
Changeover training information for March 2026
New training for VP's & Membership Committees for Online Renewals starting March 1st. https://www.schoox.com/3442086/bni-connect-streamline-renewals-training
2026 Upcoming National Training:
11th March 2026
17th March 2026
23rd March 2026
Link for registration here.
March 2026 Regional Training - 2nd March 2026, Vice President, 11:30 AM - 1:00 PM
Registration Link: https://bnionline.zoom.us/meeting/register/qORJiLSSRWeBFoBdx-XMZg
Getting Started as a New Vice President
Getting Started as a New Vice President
There will be an overload of information. This is your go to area for the new couple of months as you find your feet and work through the various layers of information.
Your director is there to support you and the leadership team along with Marina Pitisano in anyway they can.
The other main contact for support is our BNI Melbourne Central Admin Team bnimcadminteam@bnimc.com.au
Training
Complete the business builder training for Vice President. Online learning.
Book in the National Training that is in March. Zoom.
Book time in your calendar April Zoom.
Details available for the above in our Roles & Leadership Team Training
Get Organised
Bookmark the BNI Melbourne Central Toolbox. Information and resources for conducting any role.
Bookmark the BNIMC Info Hub. This is general information for all members.
Bookmark your chapters report folder. Bit.ly link in in the chapter reports & resources area.
Bookmark your chapters resource folder. Bit.ly link in in the chapter reports & resources area.
Register for the upcoming Leadership Round table Events and save them in your calendar. https://bit.ly/BNIMCRoundTable
Identify when your next Chapter Success Meeting is and lock it in your diary. Ensure your leadership team have booked members in for the next 12 months.
Set up your membership committee meeting for the next 12 months. Book into the members calendars now for the next 12 months
Review Trello - Are all members on the board and ask to remove old committee members. Has the committee be using trello to document their activities?
Allocate your key lead roles of the membership committee to members. Member Engagement, Member Relations, Quality Assurance & Community Builder.
Build your Vice President Muscles
Read the Chapter Operations Manual for complete understanding on how chapters operate.
Work your way through this Vice President Section on the BNI Melbourne Central Chapter toolbox.
Work your way through the Leadership team section on the BNI Melbourne Central Chapter toolbox.
Work your way through the Membership Committees section on the BNI Melbourne Central Chapter toolbox.
The toolbox will mention your chapter plan in your chapter reports & resources area.
Consider investing the time to watch this training on how to create a Roadmap to a Focused Chapter https://youtu.be/4Tr4PcpZiXc
Communications
Communications
To help you keep up to date and therefore the chapter. The following support is provided.
Weekly email from the admin team every week sent every Monday.
Weekly announcement slides for you to download and share at your meeting during the announcements section of the agenda.
Cheat Sheet so you can easily copy and paste dates and links into your emails or other communication tools.
Monthly Leadership Round Tables
Monthly email from the Admin team sent to all members on the 3rd working day of the month.
BNI Notifications for upcoming renewals, applications recieved, and members requests for renewal
The Melbourne Central Toolbox and Information Hub are updated every Monday.
How a member gets the visitor stat in their reports.
How a member gets the visitor stat in their reports.
Members register visitors when they confirmed they are attending the meeting or indicated they will come.
A member of the visitor team keeps track of who actually attended, who invited them and if they are a BNI member or not during the meeting.
A member of the visitor team marks the visitors as attended in BNI Connect and adds visitors that are not registered. Try to remember to unselect the send email option on BNI members.
The VP then does their part with meeting management and enters the PALMS report. They say yes to the visitors to add them to the PALMS report. Chapter Operations - Entering PALMS Reports – BNI Connect & BNI University Support - How Can We Help You?
VP's on the PALMS report say Yes to the actual visitors and NO (if any slip through the process) to visitors who are a BNI member or are actuallty a guest.
Things to note
Only FIRST TIME VISITORS will be passed to the PALMS for VP approval for visitor credit when marking visitors as attended.
If enabled, you can search cross chapter to select the person who invited them. Note that that person will not get PALMS credit for a cross chapter visit, however it will be useful in determining a sponsor if the visitor becomes a member later.
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