Leadership Team Hub (LT Hub) is an application within myBNI that lets Chapter Leadership Teams record their Chapter Success Meeting (CSM) notes in a digital form.
The form brings together meeting notes, action items, and chapter information. Several fields fill automatically using BNI Connect data or information from the last submitted CSM form, reducing the amount you need to enter manually.
Who can create and manage CSM forms?
The actions available on the forms page depend on your role.
| Role | Create | Edit a draft | View | Delete a draft | |
|---|---|---|---|---|---|
| President | Yes | Yes | Yes | Yes | Yes |
| Vice President | Yes | Yes | Yes | Yes | Yes |
| Executive Director | Yes | Yes | Yes | Yes | Yes |
| Other Leadership Team members | No | No | Yes | No | Yes |
Important: You can edit or delete a form only while it is in Draft/In Progress status. Once submitted, the form is locked. Contact your Regional Office if a submitted form needs to be changed.
1. Open Leadership Team Hub
- Go to www.mybni.com and sign in using your credentials.
- On the myBNI applications page, click the Leadership Team Hub tile.
2. Open the Chapter Success Meeting forms page
Click Chapter Success Meeting Form. The next page lists the CSM forms you have saved or submitted.
3. Create a new form
Click the plus (+) icon in the upper-right corner of the forms page.
If a draft from the previous month is still in progress, submit it before creating a form for the current month.
4. Complete the form details and attendance
- Review the Country, Region, and Chapter fields. These fill automatically using your chapter details in BNI Connect.
- Enter the Note Taker. This is required. Leaving it blank causes the message Please fill this field when you attempt to submit.
- Select the Meeting Date using the calendar. When creating a new form, you can select a date in the current month or the previous month.
- Select the people attending from the In Attendance dropdown. A member with multiple roles appears once, with a single role.
The dates and chapter details in the screenshots are examples.
5. Review the information that fills automatically
Work through each section of the form. Review the information already provided and complete the editable fields needed to record your meeting.
| Form section | Information supplied automatically | Where it comes from |
|---|---|---|
| Vice President: previous action items | Action items from the previous submitted form, grouped under their section headings. | The last submitted CSM form. |
| Vice President: chapter goals | Goal for end of last month and Result achieved. | Chapter Goals in BNI Connect. Enter the chapter goals there if they are missing when you create the form. |
| Secretary-Treasurer | Previous Balance. | The Current Balance from the last submitted CSM form. |
| Visitor Host Coordinator | Visitors in the Last Month, including Name, Business Category, and Invited By. These fields cannot be edited manually. | The Chapter Visitor Report in BNI Connect. Record visitor and contact details in Connect. PALMS visitor numbers do not populate this list. |
| Community Building Specialist | Number of New Members Last Month and Number of Members Dropped Last Month. These fields cannot be edited manually. | The relevant BNI Connect reports. |
| Community Building Specialist: growth | New Growth Last Month. | New members last month minus members dropped last month. |
| Mentor Coordinator: Passport to Success | Under Progress, the list of members who joined the chapter within the last three months. This list cannot be edited manually. | BNI Connect membership data. |
| Member Engagement Specialist: seven-month reviews | Members and their business categories under Seven Month Reviews (to be completed this month) and Seven Month Reviews (completed last month). The member lists cannot be edited manually. | BNI Connect. Who Did Review and Comments in the completed-last-month section carry forward from the to-be-completed section of the last submitted form. |
| Member Engagement Specialist: renewals | Under Renewals (Due in 2 Months), the list of members whose renewals are due in the next two months. This list cannot be edited manually. | BNI Connect membership data. |
Visitor data reminder: Entering a visitor total in PALMS does not create the visitor details needed for the CSM visitor list. Those details must be recorded in BNI Connect.
6. Save your work or submit the completed form
- Use Save to keep your work in progress.
- Review the meeting details, notes, and action items before submitting.
- When the form is complete, click Submit.
Before you submit: A submitted form cannot be edited or deleted. Contact your Regional Office if you need to change it afterward.
How information carries forward between months
- Previous-month draft: Submit an existing draft for the previous month before creating a form for the current month.
- Skipped month: If no form was created for the previous month, information carries forward from the last submitted form. For example, if March was submitted and April was skipped, a May form carries forward the March information.
- Creating the skipped month's form: You can still create an April form during May because April is the previous month. If you create it, submit it before creating the May form.
Common questions
Why can I only view and print forms?
Your role determines which actions you can use. Other Leadership Team members have view and print access. Presidents, Vice Presidents, and Executive Directors can also create forms and edit or delete drafts.
Why can't I select an older meeting date?
When creating a form, the calendar allows dates only in the current month or the previous month.
Why can't I create this month's form?
Check whether a draft from the previous month is still in progress. It must be submitted first.
Why are my chapter goals missing?
The goal and result fields pull from Chapter Goals in BNI Connect. Ensure the goals have been entered there.
Why can't I type over a visitor or membership list?
The visitor list, new and dropped member figures, recent-joiner list, seven-month review member lists, and renewal list fill from BNI Connect and do not allow manual entry.
How do I correct a submitted form?
Contact your Regional Office. Submitted forms are locked and cannot be edited or deleted.
Feedback and feature suggestions
Send LT Hub feedback, recommendations, or requests for additional features to ticket@bniconnect.com.
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