BNI Tech Talk - BNI Connect Chapter Goals (May 29, 2026)

Quick Recap:
In this Tech Talk, we explored how Leadership Teams can use the Chapter Goals feature in BNI Connect to create a long-term vision, define SMART goals, and track chapter performance throughout the term. Jeremy demonstrated how to set goals for membership growth, visitors, referrals, attendance, and closed business, while showing how members can follow progress using the built-in Goals Dashboard. The session also highlighted the importance of creating actionable strategies ("mechanisms") that help chapters achieve their goals and grow successfully.

BNI Tech Talk: BNI Connect Chapter Goals

In this Tech Talk, Jeremy Walsh walks members and leadership teams through the Chapter Goals feature in BNI Connect and demonstrates how chapters can use goal setting to drive growth, accountability, and measurable success.

Topics covered include:

• Understanding the difference between a Long-Term Vision, Mission Statement, and Chapter Goals
• Using the SMART Goals framework (Specific, Measurable, Achievable, Relevant, and Time-Bound)
• Entering and managing Chapter Goals within BNI Connect
• Setting realistic goals for:
  • Attendance
  • Membership Growth
  • Visitors
  • Referrals
  • One-to-Ones
  • CEUs
  • Thank You For Closed Business
• Creating action-oriented Mechanisms to support goal achievement
• Tracking chapter progress using the Goals Dashboard
• Understanding how POMS reports automatically update goal results
• Viewing goals as a chapter member and monitoring performance throughout the term

Jeremy also shares practical leadership insights, examples from successful chapters, and strategies for building a culture of accountability and growth within your chapter.

Whether you're a current Leadership Team member or considering a future leadership role, this session provides a valuable roadmap for setting meaningful goals and using BNI Connect to keep your chapter focused on long-term success.