Advanced Set Up
Advanced Start
The advanced set-up provides broaden customizations and therefore more features will be presented to mentors & mentees, enhancing their mentoring experience.
Advanced customizations allow program administrators to personalize the mentors/mentees' profile fields & sections, to offer resources, mentoring activities, discussions, events, announcements and to enable group mentoring.
Each of the below steps contains a hyperlink to the topic training video or article.
CLICK HERE to access an interactive process map
Steps:
1. Create your back-up program administrators
2. Edit your organization’s profile:
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- Add your brand colors
- Add or change your logo
- Choose the labels for the name and email address appearing on system generated emails
- Identify your preferred terminology for the role of mentors, mentees and the action of mentoring
- Define mentors/mentees’ permissions for events, resources, and discussion creation
3. Determine and add your program policies and the Mentor City terms of use to the company policy tab
4. Build the mentoring agreement
5. Manage profile sections, fields & drop-down menus and competencies
6. Create profile custom fields (if applicable)
7. Set up your message filters
8. Customize the program evaluation
9. Create and send surveys
10. Define resources' categories and build the resource center
11. Design courses & mentoring activities
12. Activate & customize the badge reward system
13. Manage system generated messages
14. Onboard mentors & mentees and share all or part of the below onboarding supports:
- 15mins training video produced by Mentor Canada
- The Mentors & Mentees Onboarding Essentials article
- The Mentors & Mentees Onboarding Essentials handout
15. Define the maximum number of mentors & mentees per match
16. Match mentors & mentees using of the one or more of the following methods:
17. Create group mentoring matches
18. Create events
19. Post announcements on the dashboard
20. Set-up a discussion board
21. Monitor mentoring matches' progress & interactions
If you have questions or need further support, please contact our Support Team: support@mentoringcanada.ca