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Mentoring Program

The Mentoring Program template is a five-page intranet site for setting a practical learning goal, agreeing expectations, preparing focused conversations, and deciding whether to continue or close.

Every employee gets a seat — priced per employee in Communications & Intranet, quoted with this template ready.

Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.

Built for: Professional services · Technology · Healthcare · Higher education

Overview

The Mentoring Program template is a five-page intranet site for mentors and mentees who want a practical structure for a learning relationship. Its Program landing page introduces a four-stage journey: choose a goal, agree expectations, meet using conversation resources, and review or close. The remaining pages expand those stages with sample guidance, prompts, role descriptions, and internal navigation.

Use Choose a Goal to turn a broad interest into an action the mentee can try, such as leading a project update and asking for feedback on what was clear. Matching and Expectations helps both participants compare aims, set a realistic meeting rhythm, agree preparation and follow-up, and discuss what to do if the arrangement is not helping. Conversation Resources provides a meeting sequence, prompts by conversation moment, and a fictional worked example. Review and Close supports a shared decision to continue, adjust, or finish.

The fictional Northstar Services examples are illustrative content to replace, not evidence of a real program or promised outcome. Adapt the site for your audience, confirm any organizational support or escalation route, and keep sensitive information in the appropriate work system. This template is not a matching tool, calendar integration, HR policy, or performance-management process. Do not use it as a substitute for formal procedures where a concern requires organizational support. It works best as a shared orientation and conversation aid alongside your organization’s confirmed program guidance.

Standards & compliance context

  • This example provides general mentoring guidance and does not establish compliance with employment, privacy, or other legal requirements; confirm applicable organizational rules before publishing.
  • The guidance advises participants to avoid recording information that belongs in an appropriate work system, but it does not define a records-retention or confidentiality policy.
  • Use the site's audience and access settings only as configured by your organization; the template itself does not provide automatic audience targeting or permissions.
  • Check headings, link labels, contrast, and keyboard navigation against WCAG 2.1 AA accessibility expectations before rollout.

General regulatory context for orientation only — verify current requirements with counsel or the relevant agency before relying on this template for compliance.

What's inside this template

Mentoring Program

  • Make mentoring purposeful
    For mentors and mentees who want to learn through focused goals and useful conversations. This example follows Northstar Services, a fictional organization. Use the pages in this site to shape a clear focus, agree how to work together, and decide what comes next.
  • A practical relationship journey
    Each stage gives both participants a useful next step. Choose a goal Turn a broad interest into a skill or experience to explore and one small action. Set expectations Discuss what each person hopes to learn, meeting rhythm, preparation, and boundaries. Use conversation resources Choose one topic, explore options together, and finish with a next step. Adjust or close Look at what has changed and decide together whether to continue, adjust, or finish.
  • A fictional example of a focused conversation
    Fictional Northstar Services example I went in asking how to become a better communicator. We narrowed it to one moment: the project update I was preparing. My mentor asked who needed the information and what decision they needed to make. That gave me a concrete way to plan and ask for feedback. Illustrative mentee voice Fictional sample

Choose a Goal

  • Choose one useful thing to explore
    A mentoring goal should guide the conversation, not ask the mentor to decide your career. A workable goal names a skill or experience you want to explore and a small action you can try. Keep it within your influence; your mentor can offer perspective and feedback, but cannot guarantee a role or outcome. For example, replace “get better at communication” with “prepare and lead the next project update, then ask for feedback on what was clear.”
  • Turn a broad interest into a workable focus
    Use the contrast to make your first conversation easier to prepare. Too broad “I want to be more confident.” No situation or practice is named. Progress is hard to discuss. Ready to explore “I will lead the next project update and ask what information helped the team decide.” The situation is specific. There is an action and a feedback question.
  • Shape a first mentoring goal
    Bring these three points to the conversation. Name an interest Choose a skill, experience, or work situation you want to understand better. Decide what progress could look like Identify an action you can try or a piece of feedback that would help you learn. Bring one opening question For example: “Could we use our first meeting to think through how I prepare for the project update?”
  • Make the goal workable together
    A goal is a starting point; both participants can refine it to fit the relationship. Continue with Matching and Expectations. Share the skill or experience you want to explore. Agree a small action or useful question. Discuss meeting rhythm and expectations together.

Matching and Expectations

  • Treat the match as a starting point
    A good working relationship depends on a shared understanding, not a guaranteed outcome. In this fictional Northstar example, a match brings two people together to learn through conversation. In the first meeting, compare what each person hopes to get from the relationship and what each can realistically offer. Agree how to raise a concern or request a change. A mentor can share experience, ask questions, and offer feedback; the mentee owns their choices and follow-through.
  • Use the first meeting to agree how you will work
    Compare goals Each person shares what they hope to learn. Choose one starting focus that feels useful to both. Choose a workable rhythm Discuss how often and for how long you can realistically meet; agree how you will reschedule when needed. Agree preparation and follow-up Decide what, if anything, to bring and how to capture a next action without sharing information that should stay in an appropriate work system. Name how to raise a mismatch Agree to say directly if the focus, pace, or working approach is not helping, and discuss a change together.
  • Make each role clear
    The relationship works best when both people contribute and neither assumes the other owns every next step. Mentee Bring the learning focus and take the next action. Share a specific question or situation. Try agreed actions and reflect on what happened. Say when the focus or format needs to change. Mentor Offer perspective and help the mentee think through options. Listen before proposing solutions. Share relevant experience without presenting it as a guaranteed path. Give feedback on the agreed focus and respect boundaries.
  • Prepare for the next step
    Open a related page in this mentoring site. Choose a Goal Narrow a broad development interest to one practical focus. Conversation Resources Use prompts and a worked example to prepare a meeting.

Conversation Resources

  • Keep the conversation focused and useful
    A simple structure for a mentoring meeting. Check in: What has happened since you last spoke? Choose one topic: What would make this time useful? Explore: What options, questions, or perspectives are worth considering? Close: What will you try before you meet again? One useful next step is enough; the meeting does not need to solve every part of a development question.
  • Prompts by conversation moment
    Choose one prompt that fits the topic; leave room for both people to think. Moment Try asking Open “What would make this time useful?” Focus “Which part of this situation do you most want to understand?” Explore “What options have you considered, and what might each make possible?” Close “What will you try before we meet again?”
  • Worked example: prepare a project update
    Fictional Northstar dialogue showing how a broad request can become a useful conversation. Start with the situation The mentee is preparing to lead a project update and asks what to emphasize. Mentee: “I have ten minutes for the update. How do I decide what to include?” Mentor: “Who needs the information, and what decision do they need to make?” Turn the discussion into an action They decide the mentee will draft the update around the decision, then ask a colleague whether the key point was clear. The mentee brings the draft back to the next meeting. They discuss what worked and what to try differently.
  • Continue the relationship
    Matching and Expectations Revisit the shared working rhythm and responsibilities. Review and Close Reflect on progress, adjust the approach, or finish well.

Review and Close

  • Decide together what the relationship needs next
    Revisit the original focus, name what has changed, and choose whether to continue, adjust, or close. For a useful review, each person can name one thing they learned and one thing they would change about the conversations. Then decide on a next step together. A mentoring relationship can end when its purpose has been met; closing clearly is a valid outcome.
  • Choose a path that fits
    Use the discussion to make one clear, shared decision. Continue with a fresh focus Keep meeting if both people want to, and agree the next goal or question. Adjust the approach Change the topic, meeting rhythm, or preparation if the current setup is not useful. Close the relationship Share appreciation, summarize useful learning, and confirm whether further meetings are planned.
  • Hold a clear closing or review conversation
    Reflect on progress Look back at the starting focus and name what each person learned or tried. Share useful feedback Say what helped and what could have made the conversations more useful. Agree the next action Choose whether to continue, adjust the approach, or close; name any action each person has agreed to take. End clearly If closing, thank each other and confirm that no further meetings are planned unless both choose otherwise.
  • Find a practical next step
    Choose a Goal Set a new focus if both participants want to continue. Conversation Resources Use a prompt to guide a progress review or closing discussion.

How to use this template

  1. Review the five pages and replace the fictional Northstar examples with confirmed program guidance, audience details, and any real support route.
  2. Publish the site with its existing navigation and share the Program page with mentors and mentees before their first meeting.
  3. Ask each mentee to use Choose a Goal to name a skill or experience to explore, a small action they can try, and an opening question.
  4. Have both participants use Matching and Expectations in their first meeting to agree a realistic rhythm, preparation, follow-up, boundaries, and how to raise a mismatch.
  5. Before each conversation, select a relevant prompt from Conversation Resources and finish by agreeing one next action.
  6. At an agreed review point or when the arrangement needs attention, use Review and Close to decide together whether to continue, adjust, or finish.

Best practices

  • Keep the mentee's starting goal tied to a specific situation and an action they can influence.
  • Agree meeting length, cadence, and a rescheduling approach before relying on recurring meetings.
  • Ask the mentor to listen and explore options before offering advice or presenting personal experience as a guaranteed path.
  • Choose one conversation prompt that fits the topic instead of trying to use every prompt in a meeting.
  • Capture only agreed next actions and keep sensitive details in an appropriate work system.
  • Revisit expectations directly when the focus, pace, or working approach is not helping.
  • Treat continuing, adjusting, and closing as valid outcomes, and confirm clearly when no further meetings are planned.
  • Check that page headings, links, and text remain accessible to the intended audience, including keyboard and screen-reader users, in line with WCAG 2.1 AA.

What this template typically catches

Issues teams running this template most often surface in practice:

A goal such as “be more confident” is too broad to guide a useful discussion or make progress easy to revisit.
Participants assume the mentor owns the mentee's decisions or can guarantee a role or career outcome.
The first meeting ends without an agreed meeting rhythm, preparation approach, or rescheduling plan.
A conversation covers too many development topics and ends without one clear next action.
Participants record sensitive details in informal notes instead of an appropriate work system.
A mismatch goes unraised because neither participant agreed how to discuss a change.
A relationship ends without a clear shared decision about whether further meetings are planned.
Fictional sample guidance remains published without a real owner, confirmed support route, or review trigger.

Common use cases

People team launching a mentoring program
Use the five-page site as the shared orientation for mentors and mentees, adapting the fictional examples and adding confirmed program support details. Keep formal policy and escalation guidance in their authoritative locations.
New mentee preparing for a first meeting
The mentee uses Choose a Goal to turn a broad development interest into a specific situation, an action to try, and a question to bring. Matching and Expectations then helps both participants agree how they will work together.
Experienced professional mentoring a colleague
Use the role descriptions and meeting prompts to keep advice grounded in the mentee's focus rather than prescribing a career path. The worked project-update example shows how a question can lead to a small, testable next step.
Program coordinator supporting relationship reviews
Share Review and Close when participants need to assess what they learned and decide whether to continue, change the approach, or finish. The page provides a conversation structure, not an automated review or tracking workflow.

Frequently asked questions

Who is this mentoring site for?

It is designed for mentors and mentees who want a clear structure for a learning relationship. The pages cover choosing a goal, agreeing how to work together, preparing conversations, and reviewing the relationship. The sample content follows fictional Northstar Services and should be adapted to your program.

How often should mentor and mentee meetings take place?

The template does not prescribe a fixed cadence. In the first meeting, both participants discuss how often and for how long they can realistically meet, then agree how to reschedule when needed. Revisit the rhythm if it stops being useful or practical.

Who owns the mentoring relationship and its next steps?

The mentee owns their choices and follow-through, while the mentor offers perspective, questions, and feedback. Both people contribute to setting expectations and deciding whether to continue, adjust, or close. The template does not name a program administrator or escalation contact, so add an appropriate help route if your organization provides one.

Does this template meet a regulatory or HR compliance requirement?

It is a general mentoring resource, not a compliance policy or guarantee of regulatory compliance. Its guidance encourages clear expectations, appropriate boundaries, and keeping sensitive information in the appropriate work system. Review it with your HR or legal team if your program has specific local requirements.

What should participants do if a match is not working?

The Matching and Expectations page recommends raising concerns directly when the focus, pace, or working approach is not helping. Participants can discuss a change together, including adjusting the topic or meeting rhythm. If the concern requires formal support, use your organization's established route rather than treating this template as an escalation process.

Can we customize the goals, prompts, and sample dialogue?

Yes. Replace the fictional Northstar examples with scenarios relevant to your program and audience, and adapt the prompts to your mentoring approach. Keep goals within the mentee's influence and avoid implying that a mentor can guarantee a role or career outcome. Add only policies or contacts confirmed for your organization.

Does the site integrate with calendars or mentoring software?

The supplied structure contains pages and internal navigation links, but no calendar, matching, or mentoring-software integration. Participants agree meeting times themselves using the tools your organization already supports. If you add a live block or connected service, configure its source through the site's supported setup.

How should we roll this template out?

First adapt the sample guidance and confirm the program's scope, boundaries, and any real help route. Publish the site with its five navigation destinations, then share it with mentors and mentees before their first meeting. Ask participants which instructions were unclear and revise the relevant page rather than duplicating guidance across the site.

Why use this template instead of ad-hoc mentoring notes?

The five pages give both participants a shared path from goal-setting through review, with role guidance, meeting prompts, and a worked example. Ad-hoc notes can leave expectations or next steps unclear, especially when each participant uses a different format. The template is a starting point, not a substitute for private records or formal program policies.

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Rolled out to every employee at AutoZone (125,000), PetSmart (50,000+), A.S. Watson and Raley's (20,000) — and at larger retailers we are not permitted to name.