BNI Online – Zoom Tech Tips For Visitors

With the advent of Covid-19 in 2020, Business Networking International (BNI) quickly responded to the challenge and ushered in an era of online meetings across the globe. In the span of one week, BNI established over 10,000 licensed copies of Zoom to help chapters continue the process of referral-based marketing and networking. In the weeks that followed, BNI established written procedures, PowerPoint meeting agendas, online meeting guidelines, blogs, live video training sessions and other resources to help chapter members and their guests maximize their experience in this new era of social distancing and web-based meetings.


This blog is a guide to help BNI members onboard their visitors to our virtual meetings PRIOR to showing up the day of the meeting. Following these best practices will help ensure visitors and guests are ready for the Zoom meeting experience the minute they join the BNI online meeting!

  1. Register your guest or visitor through so that the meeting hosts know who will be in attendance. Many chapters do not allow visitors into the meeting if they are not pre-registered.
  2. When inviting a visitor or guest, practice using Zoom with them prior to the meeting. Zoom provides a free account to facilitate short, 40-min. or less, meetings.
  3. Encourage visitors to use a desktop or laptop for the best meeting experience
  4. Recommend using a headset with a microphone
  5. Pay attention to your room lighting and your meeting space background. Lights and windows positioned behind you will cause a silhouette effect and prevent us from seeing your smiling face.
  6. Keep yourself muted until it is your turn to present
  7. Use the chat function to communicate problems with video, mic or speakers
  8. Do not use the chat for sidebar conversations
  9. STAY FOCUSED on the meeting just as you would for an in person meeting.
  10. Turn off phones and other distractions
  11. Keep your video camera on during the meeting, but turn it off if you need to leave your desk, take an emergency call or deal with a disruptive poodle. 🙂
  12. Take notes during the meeting: referral ideas, new learning, questions
  13. Don’t have side conversations in the chat, except to ask relevant questions or get help for tech issues.

Download the “tech tips” power point slide for your chapter’s meeting agenda

Tech Tips PowerPoint Slide…


Check out our other BNI articles too…

About Brian Loebig

Owner of, author of, and part-time Technology Manager for the Alliance for Performance Excellence, Brian has over 15 years of experience working in the quality improvement, human services and technology fields as an administrator and consultant. Brian has also worked as a practitioner and administrator in the corrections, substance abuse and human services fields with a special emphasis on technology. He continues to work with numerous community-based non-profits as a web technology consultant, board member and volunteer. Feel free to .
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