Design and Planning Information
The design and planning phase is one of the most important components of a mentoring program. This phase will help you to determine the approach and processes that will be used.
A design and planning phase generally consists of 6 key steps.
1. Establish the Objectives
- Why are we doing this?
- Is the organisation ready for a mentoring program?
- Are the objectives realistic & achievable?
- Do we have the finances available to support the program?
- Is the mentoring program part of a wider organisational development initiative?
2. Identify and Profile Potential Mentees
- Do we have sufficient mentees?
- Are we aiming for a particular level of participants?
- Why would the mentees be interested in participating?
- Do the mentee's objectives match the program's objectives
3. Identify and Profile Potential Mentors
- Do we have sufficient mentors?
- Do the mentors have the right skills, knowledge and attitude required of them?
- Why would the mentors be interested in participating in the program?
4. Design the Process, Timelines and Procedures
- Establish clear guidelines and 'rules of engagement' for all participants in the program
- Design an appropriate 'matching' process
- Establish a timeline
- Establish roles, responsibilities and accountabilities, and ensure these are well communicated
- Ensure administrative support is appropriate and well communicated
5. Implement and Monitor Progress
- Establish milestones or check points along the way
- Ensure ongoing communication channels with participants are established
- Ensure processes are established for relationships that fail
6. Evaluate Program
- Ensure evaluation processes are established at commencement of program and well communicated to those involved
- Check evaluation processes still appropriate
- Use feedback to improve and fine tune future programs
Matching Mentors with Mentees
There are a number of approaches you could use to 'match' mentors & mentees:
- Allow mentees to choose their mentors, based on meeting them at a launch or information session
- Send mentors' profiles to mentees and ask them to rank them, or choose their top 3
- A panel or organising committee to match mentors and mentees based on mentee's objectives for the program and 'profiling' information provided by mentors (see profiling tool)
- A panel or organising committee to match mentor and mentees based on selection criteria put forward by mentee "i.e. what I want from a mentor"
- Someone (organiser) who knows all the mentees/ mentors to match them based on 'personality fit'
Download a Sample Mentee/Mentor Matching Process Template (pdf)
Download a Sample Mentee/Mentor Matching Process Template (word)