Purpose

This article outlines the responsibilities and activities expected of both mentors and mentees within a mentorship program. This article aims to establish a foundational understanding of the phases involved in the mentorship process.

Tasks for Mentees

Getting Started Phase

1. Schedule First Session
• Purpose: Set up your initial meeting with your mentor
• Appears: At the beginning of the mentorship, when scheduling_provider is set in config (MSFT Teams, Google Calendar)
• Completion: Click "Schedule" or manually mark as complete
• Additional functionality: when scheduling_provider is set in config (MSFT Teams, Google Calendar), clicking on it'll redirect to an external scheduling tool with some information prefilled to help the mentee get started to meet with the mentor.
2. Prepare for First Meeting
• Purpose: Learn how to get the most out of your first mentor session
• Appears: When learning resources are available (requires link configured)
• Completion: Click "Learn more" to access preparation resources
3. Update Mentorship Goals
• Purpose: Define what you want to achieve through mentorship
• Appears: At the beginning of the relationship
• Completion: Click "Review goals" to set or update your objectives
4. Set Up Recurring Sessions
• Purpose: Establish a regular meeting schedule with your mentor
• Appears: After the first session
• Completion: Click "Schedule" or manually mark as complete
• Additional functionality: when scheduling_provider is set in config (MSFT Teams, Google Calendar), clicking on it'll redirect to an external scheduling tool with some information prefilled to help the mentee get started to meet with the mentor.

Midpoint Phase

1. Provide/Review Feedback
• Purpose: Reflect on progress or review mentor's feedback
• Appears: At the midpoint of the mentorship period
• Completion: Submit your self-assessment or review mentor's feedback



2. Add skills to profile
• Purpose: Update your profile with skills you're developing
• Appears: After receiving feedback that identifies growth areas
• Completion: Click "Add all skills" or add individual skills
3. Add to Development Plan
• Purpose: Create a structured plan for skill development
• Appears: When you have skills to develop from mentorship
• Completion: Create a development plan with identified skills
4. Review Goals
• Purpose: Check progress on your original goals and adjust if needed
• Appears: At midpoint to ensure you're on track
• Completion: Click "Review goals" to assess and update

Wrap-Up Phase

1. Prepare to Close Mentorship
• Purpose: Learn how to effectively conclude the mentorship
• Appears: Near the end of the mentorship period
• Completion: Click "Learn more" to access resources



2. Provide/Review Final Feedback
• Purpose: Reflect on overall growth or review mentor's final assessment
• Appears: During the wrap-up phase
• Completion: Submit your self-assessment or review mentor's feedback



3. Add Skills to Profile
• Purpose: Update your profile with all skills gained through mentorship
• Appears: After final feedback is provided
• Completion: Click "Add all skills" or add individual skills
4. Add to Development Plan
• Purpose: Create a long-term plan for continued growth
• Appears: When you have new skills identified from final feedback
• Completion: Create a development plan
5. Provide Satisfaction Feedback
• Purpose: Rate your overall mentorship experience
• Appears: At the very end of the mentorship
• Completion: Complete the satisfaction survey

Tasks for Mentors

Getting Started Phase

1. Prepare for First Meeting
• Purpose: Learn best practices for effective mentoring
• Appears: At the beginning of the mentorship
• Completion: Click "Learn more" to access mentoring resources

Midpoint Phase

1. Provide Feedback to Mentee
• Purpose: Assess mentee's progress and provide constructive feedback
• Appears: At the midpoint of the mentorship period and only in feedback type of Mentor-mentee (default behavior). If configured mentee-self feedback type, then this will not be required from mentor.
• Completion: Submit feedback on mentee's development

Wrap-Up Phase

1. Provide Final Feedback
• Purpose: Assess mentee's overall growth and development
• Appears: During the wrap-up phase and only in feedback type of Mentor-mentee (default behavior). If configured mentee-self feedback type, then this will not be required from mentor
• Completion: Submit comprehensive feedback on mentee's progress

Each task becomes available based on the mentorship timeline and appears when relevant to your current phase. Completed tasks are marked with a checkmark and remain visible as a record of your progress.