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Mentor
Co-Ordinators
& Mentors
Bo Kauffmann – REALTOR
BNI Member since 2008
Networker of the Year 2013
BNI Retention Rate
According to BNI,
The Global retention rate of
1st year members is
42%
Reasons for non-renewal
Not RECEIVING
Enough business
(Mentors will help with this)
Reasons for non-renewal
Not GIVING
Enough business
(Chapter decision to NOT renew)
(Mentors will help with this)
Reasons for non-renewal
Not integrating
Into the chapter quickly enough
(Per BNI: It takes 90 days on average)
(Mentors will help with this as well)
Mentor Reasons (Why)
1. Hold members accountable
2. Coach & Help Members
3. Establish History in case of Non-Renewal
Mentor Co-Ordinator
responsibilities
1. Supervising Mentors of the Chapter
(1 Mentor per 5-6 members)
2. Integrating New Members
3. Deliver Weekly Mentor Moments
Mentor Co-Ordinator
responsibilities
Supervising Mentors
of the Chapter
Mentor Roles
One Mentor per 5-6 Chapter Members
How to assign Mentees?
Answer: Have a ‘Draft Day’
You ORGANIZE Draft Day
All Mentors meet and
assign the membership among themselves
Take turns ‘drafting’ all members
Don’t forget the Mentors themselves
Draft Day
YOU create a Master List (of Mentors/Mentees)
YOU ASSIGN NEW MEMBERS
Give this list to all Mentors
Ask Mentors to notify their Mentees
Give the list to your M/C and VP
M/C Monthly Meeting
M/C meets once a month (or so)
Identify the 2 or 3 low-producing members
Identify the 2-3 low-receiving members
Notify the affected Mentors
Use E-Mail (establishes a History)
Instruct Mentors to meet with their Mentees
And address the issues as required.
Ask for a report after their meeting.
Summary
1. Organize a ‘Draft Day’
2. Assign New Members to a Mentor
3. Connect Mentors with any “Problem Members”
on a monthly basis
4. Keep written record for history
Mentor Co-Ordinator
responsibilities
 DONE: Supervising Mentors
•Integrating New Members
•Deliver Weekly Mentor Moments
1st Year Members Non-Renewal
Not integrating
Into the chapter quickly enough
(Per BNI: It takes 90 days on average)
(Mentors will help with this as well)
So Many Rules
What’s a 1-2-1?
What’s a CAT score?
What’s PALMS?
Don’t leave EARLY!
Don’t be LATE!
Have a SUB!
Don’t MISS a meeting!
Cell Phones Off!
Bring EXTERNAL Referrals!
Bring VISITORS!
Pay your Meeting Bill!
Referral vs. Lead!
BNI University!
BNI Connect!
Enter Your TYFCB!
Register your VISITORS!
Enter your REFERRALS!
Solution: BNI Passport
Educate & On-Ramp New Members
Encourages 1-2-1’s
Teaches Rules, Tools & Processes
10 Passport
- Mentors
YOU Select and Pre-Fill
10 BEST Members in these fields
President Vice-President
Treasurer BNI University
(Learner)
Visitor Host BNI Connect (Tools)
1-2-1 Mentor Visitor Mentor
(Gold Badge)
Education Co-Ord. M/C Member
(Attendance)
Minimum Passport Mentor
For smaller chapter, fill these as a minimum
President Vice-President
Treasurer M/C (Attendance)
1-2-1 Mentor BNI Tools (BNI Connect)
Fill This List
Notify Passport Mentors
Advise all Passport Mentors of their roles
Distribute the Instructional PDF
Encourage them to reach out to New Member
to schedule a 1-2-1
Tell the 1-2-1 Mentor to START
Implementing the Passports
After Induction Ceremony
Set aside 15 minutes with New Member
Issue Pre-Filled Passport
Introducing the Passport
Go over the Passport with the New Member
 Identify all the Passport Mentors
Encourage them to reach out to
every Passport Mentor
(starting with the 1-2-1 Mentor ‘BBI Expert’)
Introduce them to their Main Mentor
 Use BNI Connect for the 8 week training (You OR VP)
1 & 3 Months Checkup
• Check Passport after 1 month
 Is the new member on track (a couple of
1-2-1’s per week?)
• Check Passport after 3 months
 Has new member completed all 10 (or 6)
BBI’s
Publicly Recognize New Members who
completed the Passport 1-2-1’s
Mentor Co-Ordinator
responsibilities
DONE: Supervising Mentors of the
Chapter
DONE: Integrating New Members
with Passport
•Deliver Weekly Mentor Moments
Weekly Mentor Moments
• Not the same as Education Pieces
• It’s a reminder of the rules and processes
• Get feedback from LET on arising issues
Weekly Mentor Moments
What’s a 1-2-1?
What’s a CAT score?
What’s PALMS?
Don’t leave EARLY!
Don’t be LATE!
Have a SUB!
Don’t MISS a meeting!
Cell Phones Off!
Bring EXTERNAL Referrals!
Bring VISITORS!
Pay your Meeting Bill!
Referral vs. Lead!
BNI University!
BNI Connect!
Enter Your TYFCB!
Register your VISITORS!
Enter your REFERRALS!
Mentor
Training
Bo Kauffmann – REALTOR
BNI Member since 2008
Networker of the Year 2013
BNI Retention Rate
According to BNI,
The Global retention rate of
1st year members is
42%
Mentor Reasons (Why)
1. Hold members accountable
2. Coach & Help (Receive Referrals)
3. Establish History in case of Non-Renewal
M/C Monthly Meeting
M/C meets once a month (or so)
Identify the 2 or 3 low-producing members
Identify the 2-3 low-receiving members
Notify the affected Mentors
Use E-Mail (establishes a History)
Instruct Mentors to meet with their Mentees
And address the issues as required.
Ask for a report after their meeting.
Objectives for Mentoring
1) Notify Mentee of Issues
2) Try and Help Improve the member
3) Establish History and give M/C
The option of non-renewal
1st Action: 15 Min. Meeting
• Meet with your Mentee in person (record all
efforts made to meet)
• Clearly identify the shortcomings (poor
attendance, lack of referrals, lack of visitors)
• Record any replies made by the Mentee
Possible Help We Can Offer
(Members Who DON’T Contribute)
• Have more 1-2-1’s with other members
• Bring more visitors
• Discuss substitute options (attendance issue)
• Point to BNIPodcast.com as a source
• Direct to Youtube channel ‘Walker This Way’
•Other help???? Discuss!!!
Reasons for non-renewal
Not RECEIVING
Enough business
(Mentors will help with this)
Possible Help
1) Give additional time during info-mercials?
2) Provided added platform for promotions
(Showcase Member)
3) Other Options?
Report Back
After the meeting, report back
To the Mentor Co-Ordinator
Or M/C member
Best to use e-mail to establish a history

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BNI Manitoba Training for Mentors and Mentor Co-Odinators

  • 1. Mentor Co-Ordinators & Mentors Bo Kauffmann – REALTOR BNI Member since 2008 Networker of the Year 2013
  • 2. BNI Retention Rate According to BNI, The Global retention rate of 1st year members is 42%
  • 3. Reasons for non-renewal Not RECEIVING Enough business (Mentors will help with this)
  • 4. Reasons for non-renewal Not GIVING Enough business (Chapter decision to NOT renew) (Mentors will help with this)
  • 5. Reasons for non-renewal Not integrating Into the chapter quickly enough (Per BNI: It takes 90 days on average) (Mentors will help with this as well)
  • 6. Mentor Reasons (Why) 1. Hold members accountable 2. Coach & Help Members 3. Establish History in case of Non-Renewal
  • 7. Mentor Co-Ordinator responsibilities 1. Supervising Mentors of the Chapter (1 Mentor per 5-6 members) 2. Integrating New Members 3. Deliver Weekly Mentor Moments
  • 8.
  • 10. Mentor Roles One Mentor per 5-6 Chapter Members How to assign Mentees? Answer: Have a ‘Draft Day’
  • 11. You ORGANIZE Draft Day All Mentors meet and assign the membership among themselves Take turns ‘drafting’ all members Don’t forget the Mentors themselves
  • 12. Draft Day YOU create a Master List (of Mentors/Mentees) YOU ASSIGN NEW MEMBERS Give this list to all Mentors Ask Mentors to notify their Mentees Give the list to your M/C and VP
  • 13. M/C Monthly Meeting M/C meets once a month (or so) Identify the 2 or 3 low-producing members Identify the 2-3 low-receiving members
  • 14. Notify the affected Mentors Use E-Mail (establishes a History) Instruct Mentors to meet with their Mentees And address the issues as required. Ask for a report after their meeting.
  • 15. Summary 1. Organize a ‘Draft Day’ 2. Assign New Members to a Mentor 3. Connect Mentors with any “Problem Members” on a monthly basis 4. Keep written record for history
  • 16. Mentor Co-Ordinator responsibilities  DONE: Supervising Mentors •Integrating New Members •Deliver Weekly Mentor Moments
  • 17. 1st Year Members Non-Renewal Not integrating Into the chapter quickly enough (Per BNI: It takes 90 days on average) (Mentors will help with this as well)
  • 18. So Many Rules What’s a 1-2-1? What’s a CAT score? What’s PALMS? Don’t leave EARLY! Don’t be LATE! Have a SUB! Don’t MISS a meeting! Cell Phones Off! Bring EXTERNAL Referrals! Bring VISITORS! Pay your Meeting Bill! Referral vs. Lead! BNI University! BNI Connect! Enter Your TYFCB! Register your VISITORS! Enter your REFERRALS!
  • 19. Solution: BNI Passport Educate & On-Ramp New Members Encourages 1-2-1’s Teaches Rules, Tools & Processes
  • 20.
  • 21. 10 Passport - Mentors YOU Select and Pre-Fill 10 BEST Members in these fields President Vice-President Treasurer BNI University (Learner) Visitor Host BNI Connect (Tools) 1-2-1 Mentor Visitor Mentor (Gold Badge) Education Co-Ord. M/C Member (Attendance)
  • 22. Minimum Passport Mentor For smaller chapter, fill these as a minimum President Vice-President Treasurer M/C (Attendance) 1-2-1 Mentor BNI Tools (BNI Connect)
  • 24. Notify Passport Mentors Advise all Passport Mentors of their roles Distribute the Instructional PDF Encourage them to reach out to New Member to schedule a 1-2-1 Tell the 1-2-1 Mentor to START
  • 25.
  • 26. Implementing the Passports After Induction Ceremony Set aside 15 minutes with New Member Issue Pre-Filled Passport
  • 27. Introducing the Passport Go over the Passport with the New Member  Identify all the Passport Mentors Encourage them to reach out to every Passport Mentor (starting with the 1-2-1 Mentor ‘BBI Expert’) Introduce them to their Main Mentor  Use BNI Connect for the 8 week training (You OR VP)
  • 28. 1 & 3 Months Checkup • Check Passport after 1 month  Is the new member on track (a couple of 1-2-1’s per week?) • Check Passport after 3 months  Has new member completed all 10 (or 6) BBI’s Publicly Recognize New Members who completed the Passport 1-2-1’s
  • 29. Mentor Co-Ordinator responsibilities DONE: Supervising Mentors of the Chapter DONE: Integrating New Members with Passport •Deliver Weekly Mentor Moments
  • 30. Weekly Mentor Moments • Not the same as Education Pieces • It’s a reminder of the rules and processes • Get feedback from LET on arising issues
  • 31. Weekly Mentor Moments What’s a 1-2-1? What’s a CAT score? What’s PALMS? Don’t leave EARLY! Don’t be LATE! Have a SUB! Don’t MISS a meeting! Cell Phones Off! Bring EXTERNAL Referrals! Bring VISITORS! Pay your Meeting Bill! Referral vs. Lead! BNI University! BNI Connect! Enter Your TYFCB! Register your VISITORS! Enter your REFERRALS!
  • 32. Mentor Training Bo Kauffmann – REALTOR BNI Member since 2008 Networker of the Year 2013
  • 33. BNI Retention Rate According to BNI, The Global retention rate of 1st year members is 42%
  • 34. Mentor Reasons (Why) 1. Hold members accountable 2. Coach & Help (Receive Referrals) 3. Establish History in case of Non-Renewal
  • 35. M/C Monthly Meeting M/C meets once a month (or so) Identify the 2 or 3 low-producing members Identify the 2-3 low-receiving members
  • 36. Notify the affected Mentors Use E-Mail (establishes a History) Instruct Mentors to meet with their Mentees And address the issues as required. Ask for a report after their meeting.
  • 37. Objectives for Mentoring 1) Notify Mentee of Issues 2) Try and Help Improve the member 3) Establish History and give M/C The option of non-renewal
  • 38. 1st Action: 15 Min. Meeting • Meet with your Mentee in person (record all efforts made to meet) • Clearly identify the shortcomings (poor attendance, lack of referrals, lack of visitors) • Record any replies made by the Mentee
  • 39. Possible Help We Can Offer (Members Who DON’T Contribute) • Have more 1-2-1’s with other members • Bring more visitors • Discuss substitute options (attendance issue) • Point to BNIPodcast.com as a source • Direct to Youtube channel ‘Walker This Way’ •Other help???? Discuss!!!
  • 40. Reasons for non-renewal Not RECEIVING Enough business (Mentors will help with this)
  • 41. Possible Help 1) Give additional time during info-mercials? 2) Provided added platform for promotions (Showcase Member) 3) Other Options?
  • 42. Report Back After the meeting, report back To the Mentor Co-Ordinator Or M/C member Best to use e-mail to establish a history