Kathy Olberts Posted in: Handbook, News
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Meeting Elements: |
NO, please ELIMINATE this |
NICE TO HAVE, but not essential |
Essential to include PERIODICALLY |
ESSENTIAL to have in every meeting |
|
Vice President’s Report on referrals, closed business |
19% |
11% |
61% |
7% |
|
Decision: |
Once per Month in 2nd Meeting of Month on Previous Month metrics |
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Secretary announcing upcoming Speakers |
38% |
26% |
11% |
23% |
|
Decision: |
Not announced: Include 6 weeks of Speakers in PPT, website, newsletter |
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Treasurer’s Report |
38% |
19% |
42% |
0% |
|
Decision: |
Once per Month in 3rd Meeting of Month: # not yet paid; Income vs. Expenses for Previous Month |
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Membership Report on Returning Members who are/have renewed |
46% |
15% |
30% |
4% |
|
Decision: |
Not announced: Put in Newsletter only |
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Membership Report on new members applications received |
19% |
19% |
23% |
34% |
|
Decision: |
Announce week after application received |
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|
Membership induction of new members |
7% |
3% |
27% |
61% |
|
Decision: |
Include when relevant |
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Introduction of Visitors |
4% |
7% |
11% |
77% |
|
Decision: |
Always include |
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Introduction of Substitutes |
4% |
8% |
8% |
70% |
|
Decision: |
Always include |
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Ambassadors’ News from BNI Headquarters |
42% |
38% |
15% |
4% |
|
Decision: |
Do NOT include in meeting |
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President’s Report on major decisions made in Executive Leadership Meetings |
19% |
11% |
42% |
27% |
|
Decision: |
Announce only if TRULY important, otherwise include in newsletter |
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Someone answering the “Why are we here?” question. |
19% |
23% |
42% |
15% |
|
Decision: |
Alternate every other week with Educational Moment |
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The Educational Moment. |
8% |
23% |
54% |
19% |
|
Decision: |
Alternate every other week with “Why are we Here?” |
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Go for the Gold Announcement |
27% |
23% |
38% |
11% |
|
Decision: |
Announce in 1st and 3rd meetings of the month. |
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5 minute Break before Speakers |
23% |
38% |
8% |
31% |
|
Decision: |
Only if there’s only 2 speakers, and then only if it’s not a high attendance meeting. |
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Announcement of upcoming Power Group Meetings |
35% |
26% |
23% |
15% |
|
Decision: |
Send out emails to everyone@BNIembarcadero.com |
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NO, please ELIMINATE this |
NICE TO HAVE, but not essential |
Essential to include PERIODICALLY |
ESSENTIAL to have in every meeting |
|
Social Committee’s announcement of upcoming Social Activities |
4% |
19% |
61% |
15% |
|
Decision: |
Always include, if relevant. Time and limit to 30 seconds |
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Social Committee’s polling of interest in proposed Social Activities |
35% |
27% |
35% |
8% |
|
Decision: |
Do NOT include in meeting; Put polls on website or in emails |
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Announcement of upcoming Non-BNI Outside Networking Opportunities |
31% |
19% |
27% |
15% |
|
Decision: |
Do NOT include in meeting; send out emails |
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3 Door Prizes from Speakers |
8% |
11% |
8% |
73% |
|
Decision: |
Always include |
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Personal News about Members (e.g., illness, birth, deaths, etc.) |
4% |
31% |
23% |
23% |
|
Decision: |
Announced by President, in a timely manner, if deemed important |
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Other: (Please state) Outside Social Events not organized by Social Committee, e.g. Fundraisers, concerts, tickets, etc. |
Decision: Send out in emails or in newsletter, if enough leadtime. |
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Kathy Olberts Kathy Olberts is the owner of Quantum Careers and provides career-focused coaching services to: Entrepreneurs, Executives and Unemployed Professionals. In her 9th year as a career coach, she has successfully collaborated with hundreds of clients at all levels and in all professions around the country. An ideal client is someone who wants to take that next step in their career or small business but needs support, ideas and accountability to make it happen.
All posts by Kathy Olberts