Program Assessment

Tips for Completing the Principles of Quality Mentoring Self-Assessment

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Be as Honest and Forthcoming as Possible

The goal of the self-assessment is to help programs identify areas of strength and areas for innovation. Balanced and accurate answers are necessary to identify and prioritize areas for enhancement and innovation opportunities. 

 
 

 

 

 

Group meeting around the table.jpgComplete the Self-Assessment as a Team or Organization

Completing the self-assessment collectively will ensure that the responses are accurate and balanced and It will generate team discussions. If the program has a large team, it is recommended that both front-line and managerial staff members participate since the self-assessment asks questions related to program operations, as well as program design and management. 

 

 

Group meeting - casual.jpgSet Aside Sufficient Time and Limit Distractions

Set aside about 2 hours if you are completing the self-assessment on your own or 3-4 hours if you are completing it as a team. 

 

 

 

 
pexels-roberto-hund-5356231 (1).jpgComplete Each Principle in the Order that Works Best for You

The self-assessment is not linear, programs can start with the principle they prefer. Use the overview page or the top menu to navigate between principles. 

 

 

 

 

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Use the Self-Assessment to Track Progress

Use a cyclical approach and revisit the self-assessment periodically to track progress and improvement. 

 

 

 

 

 

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Navigate the Self-Assessment Overview Dashboard

The Self-Assessment Overview Dashboard allows you to manage the following elements of the programs assessment:

View Program Assessment Progress

1.0 This dashboard displays the progress and completion status for each section of the Principles Framework.

1.1 A blue progress bar as well as a percentage is used to display the progress for each principle.

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1.2 If you have multiple program assessments in progress and you wish to see them all at a glance, clickimage-1671489380901.png at the bottom right-hand side of the dashboard.

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1.3 The following page displays the overall completion status of all your program assessments.

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Add and Delete Additional Programs
Add

If you have multiple programs to assess, it is possible to add another program from the Assessment Overview Dashboard. 

2.0 Click image-1671489380901.png at the bottom right-hand side of the dashboard.

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2.1 On the following page, click image-1673910222684.png

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2.2 You will be brought back to the program submission page.

2.3 Enter your new Program Name.

2.4 Click image-1671489658227.png

 

 

 

 

2.5 After submitting this additional program, you will be brought back to the Self-Assessment Overview Dashboard page but this time the newly submitted program overview is displayed.

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Delete

2.6 To delete a program  from the self-assessment tool, click image-1671490307928.png at the bottom right-hand side of the dashboard.

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2.7 Click theimage-1673910431094.pngicon beside the program you wish to delete.

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2.8 The options will expand, click image-1673910567174.png

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2.9 You will be asked to confirm the deletion, click image-1671490628257.png

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2.9.1 The program is now gone from this page. Click the program name to return to their Self-Assessment Overview.

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Toggle Between Programs

3.0 If you have multiple programs and wish to toggle between, click the program name drop-down menu at the bottom of the Assessment Overview Dashboard. 

3.1 Select the program to view to proceed with the view change.

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Change the Principles Self-Assessment Language

4.0 The self-assessment is available in both English and French. To change the displayed language, click the language icon image-1674081634234.png in the top right-hand corner.

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Begin a Program Assessment 

5.0 To get started with a program assessment, make sure the correct program is listed at the top of the page and clickimage-1673970368013.png

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Take the Assessment

Begin a Program Assessment 

1.0 As mentioned in the previous article, to get started with a program assessment, make sure the correct program is listed at the top of the page and clickimage-1673972009930.png

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1.1 Alternatively, you can click on any of the principle title to begin with a specific principle.

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Note: Even though the assessment can be done by starting with any of the principles, it is recommended to start at the top with the "Be intentional" principle. The fourth principle "Be diligent and ensure well-being" is dependant of the answers entered in the "Be outcomes-focused" principle section and therefore should be done after completing the previous section. 

Principle Introduction

2.0 When you click on a principle, you will be presented with introductory evidence-based information regarding this principle, as well as some recommended readings before starting your assessment. Taking the time to read it will help you gain context and will facilitate the process of answering each question of the assessment. 

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3.0 The header of the assessment page has tabs for each principles. 

3.1 Click any of the tabs to access a specific principle assessment page. 

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3.1.1 The principle highlighted in blue is the one in which the user is currently working.

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3.2 The page footer presents a few actions that you can take during the assessment. 

  1. Toggle between programs from the assessment page.
  2. View the progress status of the current principle being assessed.
  3. View the completion status for the entire program assessment.
  4. Click "Overview" to return to the Assessment Overview Dashboard. 
  5. Click to print the assessment including the responses and notes you have already entered.

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Principle Assessment Questions 

Notes: The principles assessment does not need to be completed in one sitting. Users are free to leave and return to the assessment as the responses are automatically saved.  Users are allowed to retake the assessment and update their answers if needed.

4.0 To start the assessment of a principle, scroll down pass the introduction to view the first question.

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4.1 New questions will appear on screen as you are answering. You cannot move to another question until you answer the one currently displayed on screen. 

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4.1.1 After you answer a question, an arrow pointing down appears indicating a new question is ready for you to answer below. Click the arrow to be brought to the next available question. 

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4.1.2 What follow depends on the answer entered. Therefore, the assessment can unfold differently from a program to another based on the answers.

Example: Below is the first question of the "Be intentional" principle. The subsequent question is based on the answer selected in the previous question.

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Edit Your Answer

4.2 If you need to edit your answer to a previous question, scroll back up to the question and make a new selection.

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Important: Please note that updating an answer will reset all answers already entered in subsequent questions.

Being Unsure About a Question

4.3 When you answer "Unsure" to an assessment question, you will sometimes be invited to consult an evidence-based  resource to help you determine the answer. You will also have the option contact us for additional support. 

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Ranking Questions

4.4 Depending on the question, when making multiple selections, you may be asked to rank your answers in order of importance.

4.4.1 To rank your answers in order of importance, hold and drag the answer in the correct order.

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Cumulative Questions

4.5 At the end of a principle assessment, you will be invited to scale your understanding of an element of the principle being assessed. Use the slider on the scale to indicate your level of comprehension. 

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Note: The cumulative questions are offered to programs as a reflection tool only, your answers are not shared by Mentor Canada.

Tools & Resources

4.6 Additional tools & resources are offered in conjunction with some questions to assist you with the answer. Click any of the tools & resources to view.

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Personal Notes

4.7 You will notice the following icon image-1671729064130.pngon the right-hand side of the screen. This is a tool that allows you to enter notes regarding any of the principles assessment question. 

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4.7.1 Hover your cursor on top of the tool to see it expand. 

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4.7.2 Click the tool to add your notes in the box and then click image-1671729785487.png to save.

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4.7.3 You can add multiple notes beside one principle assessment question.

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4.7.4 Your notes are now visible beside the question with a time stamp and your name. 

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Note: The notes are captured on the printable version of the unfinished assessment and in the PDF version available for download once the full assessment is complete.

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Edit or Delete Notes

4.8 To edit or delete notes, click the 3 dots in the notes box to reveal the "Edit" and "Delete" actions.

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Completion of a Principle Assessment 

5.0 Once you reach the end of a principle assessment, the page displays a confirmation of completion and you will be invited to click image-1673972531050.png to move on to the next principle.

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5.1 The footer also displays a completion status of 100% 

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Reminder: The principles assessment does not need to be completed in one sitting. Users are free to leave and return to the assessment as the responses are automatically saved.  

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Share the Assessment

Share the Assessment with Colleagues 

1.0 It is possible to share the program assessment with your colleagues during the assessment or after completion. This feature allows you to work collaboratively with team members by giving them a "View" and "Edit" access type to the program assessment.

Note: Sharing the program assessment will also provide visibility to the notes you have entered on the assessment to the person you are sharing it with. Once shared, you cannot unshare the assessment yourself. See section 2 below.

1.1 To share the program assessment, click image-1671742415159.png from the Self-Assessment Overview Dashboard.

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1.2 Click the image-1673973180079.png icon on the following page. 

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1.3  This menu will appear, click "Collaborate".

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1.4 This box will appear, enter the email address of the person with whom you want to share the principles self-assessment.

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1.4.1 Click image-1673973622991.png to add them to the access list. Once you click image-1673973622991.png they will appear under the "People with access" list.

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1.4.2 Click image-1673973702080.png to finalize.

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1.5 The person with whom you are sharing the program assessment will receive the following email with a link to access the assessment.

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1.5.1 They will be invited to sign in to view the assessment. If they do not have an account, they will be prompt to create one. 

1.6 To view the names of the persons with whom you are sharing the program assessment, click image-1673973891326.png and "Collaborate" once more. 

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Stop Sharing an Assessment with Colleagues

2.0 To stop sharing an assessment with someone, please send an email to support@mentoringcanada.ca which includes the email address of the person you no longer wish to share the assessment with.

 

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Wrap Up the Assessment

Assessment Completion

1.0 Once you have fully completed the assessment, that is, you have assessed your program against each principle, a completion confirmation appears on the page of the last completed principle.

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1.1 The program is also marked as complete from the Self-Assessment Overview Dashboard. 

1.1.1 You will also noticed that the icon beside the program name is change fromimage-1671747213497.png to image-1671747155178.png.

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Note: Even though the program assessment is completed, you can return to any of the principle assessment to modify your answers.

Download the Program Assessment Report

2.0 After completing the full program assessment, you will have the opportunity to download a full report of your program assessment in a PDF format. This option is offered from the Self-Assessment Dashboard Overview and at the bottom of the page when completing the last question of the last principle.

Note: Please give the system a couple of minutes to generate your report.

Assessment Dashboard Overview

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Last Principle Page 

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2.1 Click image-1671748123734.png to generate the report.

2.2 The report will appear at the bottom of the screen, it may take a few minutes while it is generating.

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2.3 Click the report and it will open in a new tab.

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Complete a Survey

Mentor Canada is interested in your feedback to determine what new features to build as a priority for the principles self-assessment and to help refine the framework content and presentation based on its expected uses and impact. The survey is anonymous and should not take longer than 10 minutes.

3.0 At the end of the program assessment you will also be asked to participate in a survey. The survey is accessible from the Self-Assessment Dashboard Overview and at the bottom of the page when completing the last question of the last principle.

Assessment Dashboard Overview

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Last Principle Page 

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3.1 Click image-1673989752558.png to launch the survey.

3.2 The survey will open in a new browser tab and an introduction to the survey is presented. 

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3.3 Scroll down to view and get started with the survey questions. 

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3.4 Go through each question, and click image-1673990143072.png bottom of the page once you are done.

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Report Technical Difficulties

Report Technical Difficulties

1.0 To report any technical issue and/or to receive technical support with the principle self-assessment tool, click the support icon image-1673561812854.png at the bottom of the page.

1.1 The support icon is available on any pages of the principle self assessment.

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1.2 The support function will give you the options to:

 

 

 

 

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