Leadership Team Hub - User Guide

Last updated: 30-Jul-2026

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Overview

The Leadership Team Hub is an application within myBNI that enables Chapter Leadership Teams to record Chapter Success Meeting (CSM) notes using a digital form.

Key sections automatically populate with data from BNI Connect reports, including visitor information, renewals due, and dropped Members. This reduces manual data entry, improves accuracy, and gives Leadership Teams more time for meaningful discussions, strategic decisions, and activities that support Chapter success.

The existing workflow remains the same, with the added convenience of pre-filled information.

Accessing the Leadership Team Hub

1) Go to https://www.mybni.com and log in using your credentials.

2) Select the Leadership Team Hub tile.

3) Select the Chapter Success Meeting Form tab.

Viewing and Managing CSM Forms

The CSM Forms Overview page displays the forms you save or submit. Your role determines which actions are available.

Forms can only be edited or deleted while in Draft/In Progress status.

Once submitted, a form is locked and cannot be edited or deleted. Contact your Regional Office if changes are needed.

To create a new CSM form, select the plus (+) icon in the top-right corner of the page.

Completing the Form

Country, Region, and Chapter

The Country, Region, and Chapter fields automatically populate based on your Chapter details in BNI Connect. Manual selection is no longer required.

Note Taker

The Note Taker field is mandatory. If it is left blank when you attempt to submit the form, the error message “Please fill this field” appears.

Meeting Date and Monthly Form Rules

The Meeting Date field uses a calendar. When creating a new form, you can select a date only within the current month or the previous month.

If a draft exists for the previous month, you must submit it before creating a form for the current month. This ensures that information carries forward between months correctly.

If a month is skipped, information carries forward from the last submitted form. For example, if a form was submitted in March, no form was created in April, and a new form is created in May, the information from March carries forward to May.

You can still create a form for the skipped month if it falls within the previous month. For example, an April form can be created during May. Once that previous month’s form has been created, it must be submitted before you can create a form for the current month.

In Attendance

Select Members from the In Attendance dropdown list.

If a Member holds multiple roles, such as Membership Committee and Event Coordinator, their name appears only once with a single role to prevent duplicate entries.

Vice President Section

Action Items from the Previous Meeting

Under Review action items from the last meeting, all action items from the previously submitted form automatically populate, together with their respective section headings.

Chapter Goals

The Goal for end of last month and Result achieved fields pull information from Chapter Goals in BNI Connect.

If these fields are blank when you create the form, the Chapter goals have not been entered in BNI Connect. Chapter goals must be entered in BNI Connect for them to appear in the form.

Secretary-Treasurer Section

Previous Balance

The Previous Balance field automatically populates with the Current Balance from the last submitted form.

Visitor Host Coordinator Section

Visitors in the Last Month

The Visitors in the Last Month field automatically populates using information from the Chapter Visitor Report in BNI Connect, including:

• Name
• Business Category
• Invited By

This field cannot be edited, and manual entry is no longer available.

Visitor details and contact details must be recorded in BNI Connect. Visitor numbers entered in PALMS are not used to populate this field.

Community Building Specialist Section

New and Dropped Members

The following fields automatically populate from the relevant reports in BNI Connect:

• Number of New Members Last Month
• Number of Members Dropped Last Month

These fields cannot be edited, and manual entry is no longer available.

New Growth Last Month

The New Growth Last Month field calculates automatically using this formula:

Number of New Members Last Month - Number of Members Dropped Last Month = New Growth Last Month

Mentor Coordinator Section

Passport to Success

Under Progress, the form automatically displays Members who joined the Chapter within the last three months, using information from BNI Connect.

These fields cannot be edited, and manual entry is no longer available.

Member Engagement Specialist Section

Seven Month Reviews - To Be Completed This Month

Under Seven Month Reviews (to be completed this month), the form automatically displays Members who are due for their seven-month review, together with their business categories.

This information comes from BNI Connect. These fields cannot be edited, and manual entry is no longer available.

Seven Month Reviews - Completed Last Month

Under Seven Month Reviews (completed last month), Member names and business categories automatically populate from BNI Connect.

The Who Did Review and Comments fields carry forward from the Seven Month Reviews (to be completed this month) section of the last submitted form.

Renewals Due in Two Months

Under Renewals (Due in 2 Months), the form automatically displays Members whose renewals are due in the next two months, using information from BNI Connect.

These fields cannot be edited, and manual entry is no longer available.

Feedback and Future Improvements

The Leadership Team Hub will continue to be refined based on user feedback and evolving needs, helping Leadership Teams make informed decisions and support their Chapters.

To share feedback, recommendations, ideas for additional features, or enhancement requests, contact support-lthub@bni.com.