Match Mentors & Mentees


Context

In this training article, we will explore the diverse matching methods available on the virtual mentoring platform, empowering program administrators with the ability to create optimal mentor-mentee pairings. Recognizing that different mentoring programs have unique requirements and preferences, the platform offers a range of flexible matching methods to suit various needs. This article serves as a comprehensive guide, presenting a table that outlines each matching method alongside a concise description. By familiarizing themselves with these options, program administrators can effectively leverage the platform's capabilities to facilitate meaningful and successful mentor-mentee connections. 


Matching Methods Overview
Self-Initiated Match Speed Match
This feature enables young people and volunteer mentors to browse through available mentor/mentee profiles and initiate mentoring requests. Program administrators have the flexibility to activate or deactivate this feature as needed, granting participants more control over their matching process. Utilizing advanced algorithms, the Speed Match feature analyzes mentors and mentees' profiles to identify commonalities and compatibility. The system then provides recommendations for matches based on these insights. This feature is particularly beneficial for programs with a large number of participants, significantly reducing the workload for program administrators in manual matching and the need to individually analyze each participant.
Manual Match Group Mentoring Match
Program administrators have the option to manually match mentors and mentees, which can be particularly useful for programs onboarding participants who have already been matched outside the platform.  This feature accommodates specific program requirements and facilitates seamless integration for pre-existing mentor-mentee pairs, ensuring a smooth transition into the virtual mentoring platform.  For programs that offer group mentoring, the platform facilitates the creation of mentor-to-mentee group configurations. Program administrators can establish groups consisting of one mentor to many mentees or multiple mentors to many mentees.

Please note that all matching methods can be used simultaneously. 


Self-Initiated Match

When the self-initiated match feature is activated, you will find on the left-hand side menu either the "Mentors" or "Mentees" tab, depending on the current mentoring role of the user. As a mentee, they will see a tab specifically designated for searching "mentors," and vice versa. Secondly, upon clicking on an available mentor or mentee profile, you will find the presence of a "Send Invitation" button, enabling the mentor or mentee to initiate the mentoring request.

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1.0 To activate or deactivate this function, access your administrator's dashboard by clicking "Admin".

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1.1 Look for the "Searches" toggle button under the "Matching" tile located on the first row of the administrator's dashboard.

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1.2 When the circular shape of the toggle button is moved to the right, it indicates that the self-initiated matching feature is active. 

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1.3 To deactivate, click the toggle button. When the circular shape of the toggle button is moved to the left, it signifies that the feature is inactive.

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1.4 A message appears on top of the page, advising you that mentors and mentees will no longer be able to search for a match. Click OK to confirm the change or Cancel.

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Search by Name & Email Address

1.5 It is possible to allow mentors and mentees to search for a match by name or email address. A program administrator will have to activate that search criteria.

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1.5.1 From the administrator dashboard, navigate to the "Profiles & Feedback" tile located on the third row, and click on "Manage Content" to access the corresponding section.

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1.5.2 A new dialog box will appear. Click on "Profile Fields" within the box.

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1.5.3 Click on "Manage Profile Fields".

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1.5.4 Click Active next to the "Search by Name or Email" option. The dark grey option is the current selection.

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1.5.5 Scroll down to the bottom of the page and click Update Fields to save your change.

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1.5.6 It is possible to deactivate this option by following the same process but selecting Inactive at step 1.5.4

Member Invites

By default, Members in MentorCity can send invites to one another to establish a mentoring relationship connection. However, an enhancement to this feature has been developed to allow administrators to control this invite function. Administrators can now turn off their member’s ability to send invitations to one another.

By turning off mentees’ ability to directly send mentoring invitation requests, program administrators can remove the pressure of matching and allow mentees to start conversations and shop around for the best fit before being matched with a mentor. This approach is leading to more successful mentor-mentee matches, as members can take the time to get to know each other and ensure that they are a good fit before committing to a formal mentoring relationship.

Example: Suppose you are starting a new program cycle; in that case, you can temporarily disable the feature that allows mentors and mentees to send mentoring invitations for a month, enabling them to interact and get to know each other before making a commitment. Once the participants have familiarized themselves with one another, you can turn the invitation feature back on, allowing them to start official mentorship with those who have found a good fit during the trial period.