The membership committee are the gate keepers and support mechanism for the chapter.
It is vital all conversations within the Membership Committee are CONFIDENTIAL.
Make sure that everyone is sharing the roles and responsibilities of the membership committee. The VP oversees the activities (MC members do the action)
All applications have the application completed (change representative, change of category/business, member transfer, new application) and the application is processed like all new applications. There are extra costs involved in member transfers and change of representatives.
Have a monthly Membership Committee meeting following the agenda which is the last section of the Chapter Success Meeting.
Attend the Chapter Success Meeting generally held every 2nd week of the month
Have an ability to chat and organise without relying on emails.
Make sure there is a Member Relations role that has completed the complaints process training
Everyone has completed the online applications training in business builders
Capture all notes for reviews, conversations and mentoring in Trello. Access via bnimcadminteam@bnimc.com.au
Create a gmail account for the membership committee email and using templates
7 Month Review Template
Everyone has completed their training in Business Builders
Make sure there is a Member Relations role that has completed the complaints process training
Everyone has completed the online applications and online renewals training in business builders
Run a Membership Committee Meeting (continued on at the CSM or an another time commonly 3rd week of the month)
VP's do not do the Membership Committee actions the 4 roles of the Membership Committee do the actions.
All the reports you required to review are available on from this page Reports & Chapter Resources.
Every Tuesday the alert report shares absences and what members haven't completed specific BNI activities recently. Use this report to identify what members require support. Be supportive with a (how can we help) conversation, not a you haven't done this reprimand email or conversation.
The 3rd business day of the month the monthly reports are produced, Review and identify who requires support.
After every absence call the member to ensure they are ok. Then have a supportive conversation regarding 3 absences in a rolling 6 months and how they can continue to grow their substitute list. Share the importance and impacts to their business by always having the right representative in the room.
Conduct 3 month and 10 month check ins and 7 month reviews.
New Applications are processed within 7 to 10 days. Continue to review your Membership Committee process and implement changes to achieve these times.
Manage the renewals (renewals are not automatic, you can choose not to renew a member)
Use these resources and information to support your chapter members.
Don't induct new members to the chapter until they have paid.
Current Category list. Also in on a card in your chapters trello board.
Suggested Templates for the Membership Committee to use.
To help you keep up to date and therefore the chapter. The following support is provided.
Weekly email from the admin team every week
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.
The Melbourne Central Toolbox and Information Hub are updated every Monday.
Monthly email from BNI connect regarding upcoming renewals
BNI Connect sends emails when your receive new applications and when a new member is processed to join the chapter.
21st every month BNI connects emails the upcoming renewals in the next 90 days.
Recently we have had a significant number of applications for inter-chapter member transfers. Additionally, we are aware that members of many chapters are actively having conversations with others encouraging them to change chapters. This has been causing a high level of discontent among a number of chapters and their members and we would like to review some transfer guidelines in this email.
In our experience, member transfers do little to support chapter growth and, in many cases, actually hinder successful chapters. Additionally, it often does not help the transferring member and we see their performance in the new chapter languish, leaving everyone involved dissatisfied.
In an ideal world, chapters would rarely accept transfers, however there are some cases where this is appropriate. We hope the overview below helps you in making solid decisions on transfers.
If members are looking to move away from your chapter, then please review why this may be happening. Here are some conversation starters.
Newer members (less than 13 months). Was there a focus on completing the passport program & MSP? Have you helped new members discover who is who in your chapter.
Are there contact spheres established in your chapter and are members building relationships working together? Are you having regular contact sphere stack days so members feel well supported?
Are the majority of your chapter members in the green? This shows members are building relationships and creating business opportunities for one another (e.g. 121s, visitors & referrals)
Are your meetings energetic with visitors in attendance?
Do you keep your members accountable?
Are you regularly assessing each member and their performance in your membership committee meeting? Are you reviewing the traffic lights?
Do you have a culture of mentoring?
Are you checking in with members regularly? (No one cares how much you know, until they know you care)
Are you conducting 7-month reviews with every member?
Please consider these points when reviewing transfers into your chapter:
What is their true motivation for leaving? Members will tell you what you want to hear to get in, but good interviewing skills may reveal other reasons.
Often, it's a case of ’the grass is greener’ and this is never a good reason. For example, they may mask it as ’the time works better’, but successful chapter members make the time at whatever time of day their chapter is meeting, ie: if they and their chapter are working well, they don’t leave (Braith has seen this with Momentum, Referral Exchange and Mid-Morning Networkers at various times over the years)
What were their stats like? You should only ever take high performers from other chapters for obvious reasons. Never accept a transfer without reviewing 12+ months of stats. If they baulk at giving traffic lights to you, that’s your answer and if they try to explain away poor performance as ‘it was the chapter, not me’, you also have your answer.
What does their current VP say about them? You should always ask at least someone from the Membership Committee but the VP is best. If they mask it with ‘I don’t want my existing chapter to know I’m leaving’ you have a good conversation starter
Are you bringing a culture into your chapter from another chapter that you do not want? You can tell them what you expect, but old habits die hard. Braith has seen this negatively impact on many chapters too many times.
Ex members of other chapters often have deep relationships that they are unwilling/unable to relinquish, which makes new opportunities hard to generate
Taking members from other chapters often means you are simply recycling referrals and not bringing fresh networks into BNI and your chapter. You are always better off bringing new people into the system and supporting them in your culture to get the results you are seeking.
BNI Melbourne Central has rarely applied bans on transfers as we personally feel people should be where the fit is best and often there are very legitimate reasons for a change, however, due to high rate of transfers, if you receive a member’s application from another chapter, you must get your Director’s approval. Please immediately call your Director to discuss the transfer, taking into consideration all of the above.
Once you provide your director with all the necessary information including an email from the applicant as to why a transfer should be approved, their motivation for a transfer and members’ statistics, your Director will consider the transfer and provide a decision.
Note: Any new application to a chapter requires the applicant to pay the annual fee (unless they have more than 11 months). This includes existing members and a member with a Certificate of Credit.
We trust this gives you a good overview on transfers and helps you to create a chapter culture you are proud of. Please discuss with your chapter Director if you have any questions or concerns.
The Chapter Operations Manual is a very in depth wealth of knowledge and information for Membership Committees.
The document below has a variety of information including membership committee training and trello trainings. FAQ's for TYFCB and Categories.
The policy and procedures document includes recent adjustments made to the transfering of chapters procedure.
The document provides further clarifications for absences, pausing / put on hold membership, absent letters, control letters, probation etc
Follow the application process for new applications, members from other regions, change of category / seat, and transfer of representative.
You lead and manage the processing of applications.
The application experience document goes into the finer details for your application process.
Suggested Email Templates to use for asking for payment and proof of payment, introductions to Mentor Coordinator & Slides / Tradesheet person, bcc email to chapter you have an application.
Complete the survey to consider how your chapter currently manages applications. https://forms.gle/Fo9woh95U87YfTNq7
BNI Melbourne Central is transitioning to online applications. Links & QR codes available in our chapter resources list.
When an online application is submitted the VP & all the members of the membership committee receive the email notification.
Business Builder course (10) BNI Connect: Online New Member Apps for LT's - Online Courses - Schoox
Powerpoint may be downloaded here:
https://www.dropbox.com/s/d6vcrzdnt8zmlkv/20200803-OnlineApps.pptx?dl=1
Renewals due in the next 90 days is sent on the 21st of each month from BNI Connect.
Training in Business Builders
-(10) BNI Connect Streamline Renewals Training - Online Courses - Schoox
- https://www.schoox.com/4334374/extra-deep-dive-2022-streamline-renewals-%28july-8-2022%29
Members can start the renewal online in BNI Connect
Pay by credit card - http://bnimc.com.au/en-AU/paynow
Direct Deposit - See Trello board for details or email the admin team.
LUCA Plus Finance Plan Information. https://www.lucapay.com/bni
Video of LUCA Pay Lite Signing Up Process
Email the admin team if you would like to pay by installments. bnicmadminteam@bnimc.com.au.
Current Category list. Also in on a card in your chapters trello board.
Absent emails are automatically sent out to a member and are sent approximately 24 hours after a member is marked as absent on the palms report by the VP.
To learn more see this training video 30 mins, here are the powerpoint slides for the training.
The GROW coaching model is covered in the business builder training and the national training for membership committee roles twice a year.
Here are a great set of questions when using the model.
Membership Committee Information Slide Pack - use to education the roles and activities of the membership committee.
Online Renewals https://www.schoox.com/3442086/bni-connect-streamline-renewals-training
Current Change over training information dates & times.
Business Builder Training
BNI Business Builder Membership Committee Member Relations Chair's
LT Training
https://www.schoox.com/academies/tp/index.php?tpId=28194
BNI Business Builder Membership Committee Community Builder Chair's
LT Training
https://www.schoox.com/academies/tp/index.php?tpId=28197
BNI Business Builder Membership Committee Member Engagement Chair's
LT Training
https://www.schoox.com/academies/tp/index.php?tpId=28196
BNI Business Builder Membership Committee Quality Assurance Chair's
LT Training
https://www.schoox.com/academies/tp/index.php?tpId=28193
Online Renewals
(10) BNI Connect Streamline Renewals Training - Online Courses - Schoox
Regional (Melbourne Central) Training
Upcoming Regional Training
Previous Trainings
Membership Committee - Quality Assurance
Watch the replay here.
Membership Committee - Member Relations
Watch the replay here.
Membership Committee - Member Engagement
Watch the replay here.
Membership Committee - Community Builder
Watch the replay here.
National Training (BNI Australia)
2025 Upcoming National Training:
10 September 2025
16 September 2025
22 September 2025
Link for registration here.
Accountability in a positive way - BNI Podcast 357
BNI Podcast 770 - From N O to N.D
The Hard Path is the easiest BNI Podcast 223
What is a quality member? BNI Podcast 218
Addition by subtraction BNI Podcast 143 Article
Complaints about a BNI Member BNI Podcast 432 - You have a PR challenge
Consult your Director if your membership committee is struggling to define categories especially when working through or identifying what is an actual clash. The challenge is BNI is the balance of businesses working together in their niche areas or favourite clients / services. This is especially challenging as chapter member numbers grow.
This is a great problem as your members can focus more in the areas of their business they enjoy - favourite type of client or service. Your chapter members will be experts in their niche areas and will be happy to work together. Therefore it relys on trust that each member will stay in their lane and build their clientel in their area of expertise.
Please Note - You can have 2 people in the same category within BNI Connect however the 2 members are different.
Eg Social media. One is an expert in larger business and the other businesses starting out and small.
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Capital gains tax (CGT), Fringe benefits tax (FBT) and Goods and Services tax (GST)
International tax planning and structures
State-based taxes including stamp duty, payroll tax and land tax
Year-end tax planning strategies
Debt/equity instruments and derivatives
Product rulings and private binding rulings from the Australian Tax Office (ATO)
Tax litigation support including prudential audits
Management of disputes with the ATO and other revenue authorities including tax audits
Business start-up
Taxation solutions for individuals and executives
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A Business Services consultant can assist at whatever stage of development, from initial start-up ventures through to established corporate enterprises and succession planning, a business advisory team has experience, insight and solutions that you need to achieve your business goals.
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Reliance on key individuals
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