BNI Connect Training Manual

BNI Connect Training Manual
®
BNI Connect Training
Speaker Rotation
Version 1.0 – 10/30/11
Copyright © 2011 BNI, All Rights Reserved
Table of Contents
Overview .................................................................................................................................... 3
The Speaker Entry Process ....................................................................................................... 3
Entering a New Speaker Into the Rotation ................................................................................. 4
Edit or Modify an Existing Speaker Entry ................................................................................... 6
Conclusion ................................................................................................................................. 9
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Overview
This manual will outline the steps required to effectively enter and maintain a Chapter’s Speaker
Rotation.
The Speaker Entry Process
Start the Speaker Entry process by logging into BNI Connect® at http://bniconnectglobal.com.
Log into BNI Connect® using the username and password created when initially joining the
website.
Once logged into the website, the “Dashboard” will appear. This screen will be the start or
jumping off point for most of the functions in BNI Connect.
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Entering a New Speaker Into the Rotation
After logging into BNI Connect®, choose the ‘Chapter’ option under the ‘Operations’ menu as
shown in Figure 2.
Figure 2
The next screen will show all the operations that can be performed at the Chapter level. As
indicated in Figure 3, select ‘Meeting Management’ in the list on the left and then select
‘View/Edit Speakers’ from the list on the right.
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Figure 3
To assign a new Speaker, click the ‘Assign Speaker’ button as show in Figure 4.
Figure 4
At that point, a small window will pop up, as shown in Figure 5. Select the appropriate date and
Chapter Member. Finally, enter a brief description in the topic field about the presentation that
Member is going to give. When that is complete, click the ‘Submit’ button to save the entry.
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Figure 5
You can repeat these steps for a second Speaker if your Chapter has two speaker spots. Note:
Please contact the regional office if you need to have the second speaker set for your
chapter.
Speaker entry will prompt an email to be sent from BNI Connect® reminding the member of their
presentation on the appropriate date.
Helpful Tip
Speaker entry also updates the Chapter website with the Speaker and
the topic.
Edit or Modify an Existing Speaker Entry
Many of the steps to edit or modify an existing Speaker entry are the same as entering a new
Speaker.
Choose ‘Chapter’ from the ‘Operations’ menu.
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Figure 6
The next screen will look like Figure 4. Choose the appropriate date that is needed to edit or
modify a pre-existing Speaker entry.
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Figure 7
Once you’ve chosen the correct date, you will be presented with a list of scheduled Speakers,
as show in Figure 8. To edit a particular entry, click the appropriate icon in the ‘option’ column.
The first icon that looks like a piece of paper with a pencil edits the topic of the presentation and
the second icon that looks like a circle with a line through it deletes the member from the
Speaker rotation.
Helpful Tip
You can only edit the presentation topic details when choosing to edit an
existing Speaker. To reschedule a Speaker you will need to first delete
that Speaker and then re-enter them using the process outlined for
entering a new Speaker.
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Figure 8
Helpful Tip
Speaker entry also updates the Chapter website with the Speaker and
the topic.
Conclusion
Keeping this information up-to-date in the BNI Connect system not only provides a place for
Members to check the upcoming presenters, but also has the added benefit of displaying the
Chapter’s Speaker rotation on the Chapter’s public website thereby promoting the Members and
the Chapter more effectively.
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