Quick Recap:
In this final session of the Member Traffic Lights Deep Dive series, Jeremy explained how Continuing Education Units (CEUs) and Member Sponsorships contribute to a member’s overall score. The webinar covered what qualifies as a CEU, how to record CEUs in BNI Connect and the mobile app, when the activity becomes visible in PALMS, and how the six-month average is calculated. Jeremy also reviewed how sponsorship credit is generated, when a sponsored member begins counting toward the score, how members can verify their sponsorship history, and how regional teams can correct an inaccurate sponsor record.
BNI Tech Talk: One to Ones
In this final installment of the Member Traffic Lights Deep Dive series, Jeremy focused on the two remaining metrics: Continuing Education Units (CEUs) and Members Sponsored. The session completed the full review of the Member Traffic Lights scoring system, following earlier webinars on visitors, referrals, Thank You for Closed Business, and 1-to-1s.
Jeremy began with a review of the purpose of Member Traffic Lights. He explained that the system is intended to help members identify the activities that contribute to stronger engagement, better relationships, and greater success in BNI. Green indicates that a member is meeting expectations, yellow identifies an opportunity for improvement, red requires attention, and gray generally reflects little or no activity in that category.
The webinar opened with a pop quiz covering CEU and sponsorship fundamentals. Jeremy clarified that CEUs completed through BNI Academy are not automatically transferred into a member’s activity record. Members must manually submit their own CEU slips through BNI Connect or the mobile app. He also explained that sponsorship credit is generally derived from the visitor record: the person credited with inviting the visitor may become the automatic sponsor when that visitor later becomes an active member. Because this automated result may not always reflect the actual sponsor, members and regional teams should verify the record.
The discussion also addressed which Traffic Lights metrics may be easiest to improve. Jeremy emphasized that the most controllable, high-value metric is often 1-to-1s because members can directly schedule and complete them, and the category is worth up to 20 points. CEUs are another highly controllable category because members can independently invest in BNI-related learning and record that activity. However, he reminded attendees that Member Traffic Lights is based on six months of activity, so success depends on consistency rather than a short burst of effort.
The CEU portion of the training began with a review of what qualifies. CEUs are intended for learning that improves a member’s understanding of BNI, referral relationships, networking, leadership, or membership effectiveness. Examples may include BNI Academy courses, BNI Tech Talks, regional training events, BNI conferences, webinars, podcasts, and BNI-related books. Industry-specific professional training, such as an accountant studying tax regulations, may improve the person’s technical expertise but generally does not qualify unless it also improves their BNI membership or referral-building skills.
Jeremy explained that CEUs are calculated using time invested in eligible learning. As a practical guideline, approximately one hour of qualifying education equals one CEU credit. The process operates largely on the honor system, so members are expected to record their activity honestly and accurately.
The session included a demonstration of how to submit CEUs through the BNI Connect website. Members can open the CEU section, select the appropriate activity, enter the quantity and number of hours, and submit the slip. Jeremy cautioned attendees to pay attention to the form’s multiplier so that they do not accidentally record an unrealistic number of hours. He demonstrated how a one-hour activity, a three-hour BNI Academy course, or several hours at a conference could be recorded.
Jeremy also demonstrated CEU entry in the mobile app. Members can open the CEU section, tap the plus sign, select the activity and duration, and submit it. He noted that the number displayed in the mobile slips area may represent the number of CEU slips rather than the total number of CEU credits recorded, which can cause confusion. He also showed how to edit or delete an incorrect slip before the relevant PALMS report has been submitted.
An important timing distinction was emphasized throughout the CEU section. A submitted CEU does not immediately appear in official PALMS totals or Member Traffic Lights. It remains pending until the chapter meeting occurs, the Vice President completes attendance, and the PALMS report is submitted. Depending on the chapter’s reporting schedule, there may be a delay before the activity appears. Once the PALMS report is finalized, the record becomes part of the member’s official statistics.
Jeremy then explained the CEU scoring requirement. CEUs are measured using a weekly average over the previous completed six-month period. An average of at least 0.5 CEUs per week earns the maximum 10 points. Members with some activity below that threshold receive 5 points, while no recorded CEUs results in 0 points. Because the requirement is relatively modest and the activity is directly controllable, CEUs can be one of the most practical metrics for members to improve consistently.
The second major topic was Member Sponsorships. Sponsorships are worth a maximum of 5 points. A member earns the full score by sponsoring at least one new member during the previous completed six-month scoring period. Unlike several other metrics, sponsorship does not use a weekly average. One qualifying sponsored member earns the full score; no qualifying sponsored members results in 0 points.
Jeremy explained how sponsorship credit is initially assigned. When a visitor is registered, attends a chapter meeting, and is credited to the inviting member, that visitor record may later be used to assign sponsorship if the visitor becomes a member. The text entered on the membership application is not necessarily the sole source of the automatic record. Because a visitor may attend multiple times, be registered by someone else, or have an unusual application history, the automatic sponsor may occasionally be incorrect.
The session showed members how to verify their sponsorship history using the Personal Participation Report or Personal PALMS Report. The report lists sponsored members and other activity. Jeremy noted that the home-page version may display a full year, while the chapter report can be run using the previous completed six-month period to align more closely with the current Member Traffic Lights calculation.
If a sponsored member is missing or incorrectly attributed, the member should contact the regional office. Jeremy demonstrated the administrative correction process for regional personnel. An authorized user can locate the active membership record, open the membership details, and update the sponsor. He clarified that sponsorship is attached to a specific membership instance. If a person leaves BNI and later joins another chapter or begins a new membership, that membership may have a different sponsor.
Jeremy also explained when sponsorship begins counting. Credit is not awarded merely because a prospect submits an application or makes a payment. The individual must be approved and become an active member. The sponsorship will then appear in a future Member Traffic Lights update. Because Traffic Lights are refreshed monthly, an administrative correction or newly activated membership may not appear immediately.
The webinar concluded by celebrating the completion of the full Member Traffic Lights Deep Dive series. Jeremy reviewed that the series had covered the overall system, visitors, referrals, TYFCB, 1-to-1s, CEUs, and sponsors. He encouraged members to use the metrics not simply to pursue a perfect score, but to build consistent habits that produce stronger relationships, better engagement, and more business.
The live Q&A addressed additional topics including the differences between Member Traffic Lights and Power of One, qualifying CEU activities, visiting other chapters, correcting slips, reviewing old activity, sponsorship after renewals or transfers, application auto-approval, visitor classifications, report access, BNI Academy, and upcoming platform improvements. The central message of the session was that CEUs and sponsorships are simple but valuable indicators: continued learning helps members become more effective, while sponsorship contributes directly to chapter growth.
Comments
0 comments
Please sign in to leave a comment.