BNI GARAM FORM



Growth *

S.No Activity Date Members Coordinators Date Verified ACTIONS
1

Application Review *

No of Visitors No of EOI Received No of Yes No of Maybe No of No No of Category Clash Specify Category Clash No of Application Review

Yes Application Review

S.No Name Category Applied Review Tag Team Members Name
1
2
3
4
5

Application Review Status of Previous Week

S.No Name Approved (Yes / No) Approved Sponsor Induction Process Date Induction Process Payment Check
1
2
3
4

Participation Check (Referrals, Visitors, Substitution, Green)

S.No On Referral 6 Months Data On Visitors 6 Months Data Substitution 6 Months Data Green 6 Months Data
1
2
3

Today Attendance PALMS *

S.No Present Absent Late Medical Substitute
1

Attendance Notification

Status Name of the Member Call Made on Status
First Absence - Call to be Made
Second Absence - Mailed & Call to be Made
Second Absence - Mailed & Call to be Made
Fourth Absence - Open Category Mail & Call to be mailed
Fourth Absence - Open Category Mail & Call to be mailed
Medical Leave Approved For

Retention

Status Name of the Member
Members joined in the last 60 days :
Members left in the last 60 days :
No of members dropped in last 60 days due to Absence :
No of Members dropped in last 60 days due to non renewal :
⁠First year retention % (last 6 months) :
Over all Retention % (last 6 months) :

Last month joined members participation

Status Name of the Member
Mentoring status
MSP
LTRT
Coffee with ED

Status of 120 days renewal interview :

Done in last week :
⁠Due for this week :
Due for next week :

Any member is going to get dropped in this month due to non renewal (Name details) :

Name
Reason:

Mentor

S.No Mentee Member Mentor Assigned Progress Details (Week No / Completed)
1
2
3

New Member Pre-Induction Checklist

S.No New Member Mentor Power Team Visitor List Introduction of Member By 2 Min Presentation Checked By
1
2
3

New Member Post-Induction Checklist

S.No New Member Name MSP / Passport Briefing 30 Email Follow Up Induction in BNI Connect & Profile Updation Date LTRT Attended Date 1st Month Business Received Coffee with ED Attended
1
2
3
*
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First Name:
Last Name: