
Mentorship is all about people—and when you understand how your people are engaging and growing, you can support them even better. That’s why we built Mentorly Intelligence: your all-in-one reporting space to track, learn, and act with confidence.  


Mentorly Intelligence uses AI to surface the most meaningful insights from your program so you can make decisions that drive real impact. It’s broken down into two tabs: Engagement and People Analytics. Let’s take a look at what you’ll find in each.  
  


# Tab 1: Engagement

The Engagement tab offers a clear view of how active your people are in your program.

  
Here’s what’s included:

- **Program Overview:** These program statistics give you an bird's eye view of all the activity in your program.
- **Mentee Adoption Rate:** Track how many mentees are actively engaging with their mentors.
- **Mentor Distribution:** Understand how often participants are having conversations with the same (or different) mentors.
    
    ![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-1.png)
    
- **Sentiment Review:** Dive into how participants feel about their experiences. This AI-powered section analyzes mentorship feedback to show you the sentiment breakdown (positive, neutral, negative) and key themes that are emerging from participant reflections.
    

These insights help you celebrate momentum and course-correct where needed—without guessing.  


# Tab 2: People Analytics

The People Analytics tab is where the heart of your mentorship program comes into focus. This is where we zoom in on what goals people are working towards, where they’re growing, and what’s getting in the way.

It’s broken down into five sections:

## 1\. Goals Analysis

Get a snapshot of the goals mentees are working toward—whether that’s building confidence, improving leadership skills, or navigating career transitions. You’ll also see real quotes from mentees to help bring their goals to life. Use these insights to guide your mentors and shape programming that supports what people truly care about.

![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-3.png)

##   
2\. Emerging Themes Analysis

This section uncovers the most common themes and patterns from mentorship conversations. Think of it as a pulse check on what’s top of mind for your participants. You’ll also get actionable recommendations to help your program respond to these insights in meaningful ways.

##   
3\. Knowledge Gaps

This analysis highlights where mentee needs and mentor skills aren’t fully lining up, making it so you can take proactive steps to close the gap. The first thing you’ll see are three easy-to-read graphs:

- Gap Level Radar
- Demand vs. Supply Radar
- Gap Analysis Chart
    

![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-4.png)

Alongside the graphs, you'll find a summary of key findings and a detailed breakdown of gaps in key skill areas, paired with recommendations on how to close them.  


Use this data to improve mentor training, recruit new mentors strategically, or adjust matching criteria to better support learning outcomes.

##   
4\. Upskilling Recommendations

Based on what we’ve learned about your participants’ needs, this section provides clear, actionable strategies to help mentees build critical skills. Whether it’s communication, problem-solving, or industry-specific expertise, we’ll show you where to focus your efforts.

![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-5.png)

##   
5\. People Skills Breakdown

Get a full view of the top skills surfacing across your program—according to both mentors and mentees. This section also outlines the industries represented, helping you understand the professional context your participants are navigating.  


![](/images/help/articles/mentorly-intelligence-understand-what-s-really-happening-in-your-program-6.png)

—

With Mentorly Intelligence, you’re no longer operating in the dark. You’re working with rich, meaningful data that helps you build a stronger, more impactful mentorship experience for everyone involved.

**Note:** These smart insights are generated from your program's data: profiles, matching questions, session agendas, etc.

Ready to explore your data? Head to your Mentorly dashboard and click on the Intelligence tab to get started!


Discover how Mentorly Intelligence turns your mentorship data into actionable insights.

Mentorly Intelligence: Understand What’s Really Happening in Your Program

# Objectifs Mentorly : Suivez votre progression et accomplissez davantage

Les Objectifs Mentorly vous aident à établir des objectifs clairs, à suivre votre progression et à célébrer vos réussites tout au long de votre parcours de mentorat. Que vous développiez de nouvelles compétences, avanciez dans votre carrière ou développiez vos capacités de leadership, notre système d'objectifs vous garde concentré et motivé.

## Que sont les Objectifs Mentorly?

Les objectifs dans Mentorly sont plus qu'une simple liste de tâches. C'est un système complet qui vous aide à :

- **Établir des objectifs clairs** pendant l'intégration
- **Suivre votre parcours** avec des notes de progression privées
- **Partager la visibilité** avec votre mentor pour un meilleur soutien
- **Célébrer les victoires** lorsque vous atteignez vos objectifs
- **Réfléchir sur votre croissance** à travers des réflexions sur les accomplissements

<GoalsDashboardDemo />

## Comment fonctionnent les objectifs

### Pour les mentorés

En tant que mentoré, vous avez le contrôle total sur vos objectifs :

- **Créer des objectifs** à tout moment depuis votre tableau de bord
- **Modifier ou supprimer** des objectifs selon l'évolution de vos priorités
- **Ajouter des notes de progression** pour suivre votre parcours (privées pour vous)
- **Marquer comme complété** lorsque vous atteignez un objectif
- **Partager des réflexions** sur ce qui vous a aidé à réussir

### Pour les mentors

Les mentors ont une visibilité en lecture seule pour mieux vous soutenir :

- **Voir vos objectifs** (titres et descriptions seulement)
- **Voir le statut de complétion** pour suivre votre progression
- **Nombre de notes de progression** (mais pas le contenu réel—celles-ci sont privées!)
- **Lire les réflexions d'accomplissement** lorsque vous complétez des objectifs
- **Recevoir des notifications** lorsque vous franchissez des jalons

<MentorViewDemo />

### Pour les gestionnaires de programme

Les gestionnaires de programme peuvent :

- **Voir les objectifs des membres** à travers le programme
- **Voir les réflexions d'accomplissement** pour comprendre l'impact
- **Ne peuvent pas voir** vos notes de progression privées
- **Ne peuvent pas modifier** ou créer des objectifs pour vous

---

## Établir vos premiers objectifs

Les objectifs sont présentés pendant votre intégration, mais vous pouvez en ajouter à tout moment!

### Qu'est-ce qui fait un bon objectif?

✅ **Soyez spécifique** - Définissez exactement ce que vous voulez accomplir

✅ **Commencez par une action** - Utilisez des verbes comme "Développer", "Lancer", "Apprendre", "Atteindre"

✅ **Rendez-le mesurable** - Incluez des métriques, jalons ou échéanciers

**Exemple :**

❌ "Devenir meilleur en leadership"

✅ "Obtenir un poste de gestion dans les six prochains mois en développant mes compétences de leadership et de prise de décision"

### Conseils pour établir des objectifs

1. **Établissez 3 à 5 objectifs** pour commencer (vous pouvez en ajouter plus tard)
2. **Concentrez-vous sur ce qui compte** pour votre carrière ou votre croissance personnelle
3. **Rendez-les actionnables** - des objectifs vers lesquels vous pouvez réellement travailler
4. **Révisez régulièrement** avec votre mentor pendant les séances

---

## Suivre votre progression

Le véritable pouvoir des Objectifs Mentorly vient du suivi de votre parcours, pas seulement de la destination.

### Notes de progression (Privées)

Les notes de progression ne sont **visibles que pour vous**—c'est votre journal privé pour documenter votre parcours pendant que vous travaillez vers un objectif.

**Quand ajouter des notes de progression :**
- Après une séance de mentorat avec des aperçus clés
- Lorsque vous atteignez un jalon ou faites des progrès
- Lorsque vous faites face à des défis que vous voulez retenir
- Pour réfléchir sur ce qui fonctionne (ou pas)

**Exemples de notes de progression :**
- "Discuté avec le mentor des stratégies de mise en marché, exploration du positionnement concurrentiel"
- "Dirigé ma première réunion debout aujourd'hui—nerveux mais l'équipe était encourageante"
- "Lecture de *Radical Candor*, beaucoup d'aperçus sur la rétroaction"

<ProgressNotesDemo />

### Réflexions d'accomplissement (Visibles)

Lorsque vous marquez un objectif comme complété, on vous demandera de réfléchir sur ce qui vous a aidé à l'atteindre. Ces réflexions **sont visibles** pour votre mentor et gestionnaire de programme.

**Quoi inclure :**
- Les stratégies qui ont fonctionné
- Comment votre mentor a aidé
- Les défis que vous avez surmontés
- Les moments d'apprentissage clés

**Exemple :**
"Les groupes d'étude du week-end ont été essentiels pour réussir ma certification. Le cadre de mon mentor pour décomposer les sujets complexes a vraiment aidé à structurer mon apprentissage."

---

## Célébrer le succès

Lorsque vous complétez un objectif, Mentorly célèbre avec vous!

<CelebrationDemo />

Vous verrez :
- 🎉 **Animation de confettis** - parce que les victoires méritent d'être célébrées!
- 📝 **Invitation à la réflexion** - partagez ce qui vous a aidé à réussir
- 🔔 **Notification au mentor** - votre mentor recevra une mise à jour sur votre accomplissement

---

## Comment les objectifs améliorent le mentorat

### Avant les séances

**Les mentors reçoivent des rappels** 24 heures avant votre séance avec :
- Vos objectifs actifs actuels
- Les complétions récentes
- Les indicateurs de notes de progression récentes

Cela les aide à préparer des sujets et questions pertinents.

### Pendant les séances

Les objectifs vous donnent, à vous et votre mentor :
- **Des points de discussion clairs** - quoi discuter
- **Des points de contrôle de progression** - où vous progressez
- **L'identification des défis** - où vous avez besoin de soutien
- **Des moments de célébration** - reconnaître les victoires ensemble

### Après les séances

**Ajoutez des notes de progression** juste après votre séance pour capturer :
- Les aperçus clés discutés
- Les actions convenues
- Les ressources recommandées
- Les prochaines étapes planifiées

---

## Gérer vos objectifs

### Modifier les objectifs

Cliquez sur n'importe quel texte d'objectif pour le modifier en ligne. Les objectifs peuvent évoluer selon l'évolution de vos priorités!

### Supprimer des objectifs

Utilisez la petite icône 'x' pour retirer les objectifs qui ne sont plus pertinents.

### Archivage

Les objectifs complétés s'archivent automatiquement après 30 jours pour garder votre tableau de bord épuré. Vous pouvez toujours voir les objectifs archivés depuis vos paramètres.

---

## Notifications par courriel

Restez informé de votre progression d'objectifs avec des courriels automatisés :

### Rapport de progression hebdomadaire (Lundi 9h)

Recevez un résumé de :
- Nombre d'objectifs actifs
- Objectifs récemment complétés
- Lien rapide vers votre tableau de bord

### Résumé quotidien de complétion

Votre mentor reçoit des mises à jour lorsque vous complétez des objectifs, incluant vos réflexions d'accomplissement.

### Rappels pré-séance

Les mentors reçoivent un rappel 24 heures avant les séances montrant vos objectifs actuels et activité récente.

---

## Confidentialité et visibilité

### Ce qui est privé

✅ **Notes de progression** - Vous seul pouvez les voir

✅ **Historique de modification des objectifs** - Privé pour vous

✅ **Combien de notes vous avez ajouté** - Les mentors voient le nombre, pas le contenu

### Ce qui est partagé

📢 **Titres et descriptions des objectifs** - Visibles pour votre mentor

📢 **Statut de complétion** - Les mentors peuvent voir ce que vous avez accompli

📢 **Réflexions d'accomplissement** - Partagées avec les mentors et gestionnaires de programme

📢 **Nombre de notes** - Les mentors voient "3 notes" mais pas ce qu'elles disent

---

## Meilleures pratiques

### 1. Révisez les objectifs régulièrement

Réservez du temps chaque semaine pour :
- Ajouter des notes de progression après les séances de mentorat
- Mettre à jour le texte des objectifs selon l'évolution des priorités
- Célébrer les petites victoires en cours de route

### 2. Soyez honnête dans les notes de progression

Puisqu'elles sont privées, soyez franc au sujet de :
- Les défis que vous affrontez
- Les questions que vous avez
- Les doutes ou préoccupations
- Les moments de percée

### 3. Partagez des réflexions significatives

Lors de la complétion d'objectifs, partagez des aperçus qui :
- Aident votre mentor à comprendre leur impact
- Pourraient bénéficier à d'autres mentorés
- Soulignent les stratégies qui ont fonctionné
- Reconnaissent le soutien reçu

### 4. Alignez les objectifs avec les séances

Discutez de vos objectifs pendant les séances de mentorat :
- Partagez les progrès et défis
- Demandez des conseils spécifiques
- Obtenez de la rétroaction sur votre approche
- Ajustez les objectifs selon les commentaires du mentor

---

## Foire aux questions

### Puis-je établir des objectifs après l'intégration?

Oui! Vous pouvez ajouter, modifier ou supprimer des objectifs à tout moment depuis votre tableau de bord.

### Mon mentor verra-t-il mes notes de progression?

Non. Les notes de progression sont complètement privées pour vous. Les mentors voient seulement le nombre de notes, pas le contenu.

### Qu'arrive-t-il aux objectifs complétés?

Les objectifs complétés restent visibles pendant 30 jours, puis s'archivent automatiquement. Vous pouvez voir les objectifs archivés dans vos paramètres.

### Puis-je avoir plus de 5 objectifs?

Absolument! Bien que nous recommandions de commencer avec 3 à 5, vous pouvez créer autant d'objectifs que nécessaire.

### Les objectifs ont-ils des échéances?

Pas actuellement. Les objectifs dans V1 se concentrent sur le suivi de progression plutôt que sur des échéances strictes. Travaillez avec votre mentor pour établir vos propres échéanciers.

### Les gestionnaires de programme peuvent-ils voir mes notes de progression?

Non. Les notes de progression sont privées pour vous seulement. Les gestionnaires de programme peuvent voir vos titres d'objectifs, descriptions et réflexions d'accomplissement, mais jamais vos notes de progression privées.

---

## Commencer

Prêt à établir votre premier objectif?

1. **Allez à votre tableau de bord** - Cliquez sur "Objectifs" dans la navigation
2. **Cliquez sur "Créer votre premier objectif"** - Si c'est votre première fois
3. **Écrivez votre objectif** - Soyez spécifique et actionnable
4. **Ajoutez une description** - Expliquez comment vous suivrez les progrès
5. **Commencez à suivre** - Ajoutez des notes de progression pendant que vous travaillez vers l'objectif

Votre parcours de mentorat commence avec des objectifs clairs. Allons-y!

---

**Besoin d'aide?** Contactez support@mentorly.com ou communiquez avec votre gestionnaire de programme pour des conseils sur l'établissement d'objectifs.

Apprenez comment établir, suivre et atteindre vos objectifs personnels et professionnels avec le système de suivi d'objectifs de Mentorly

Objectifs Mentorly : Suivez votre progression et accomplissez davantage

# Mentorly Goals: Track Your Progress and Achieve More

Mentorly Goals helps you set clear objectives, track your progress, and celebrate achievements throughout your mentorship journey. Whether you're building new skills, advancing your career, or developing leadership abilities, our goal system keeps you focused and motivated.

## What Are Mentorly Goals?

Goals in Mentorly are more than just a to-do list. They're a comprehensive system that helps you:

- **Set clear objectives** during onboarding
- **Track your journey** with private progress notes
- **Share visibility** with your mentor for better support
- **Celebrate wins** when you achieve your goals
- **Reflect on growth** through achievement reflections

<GoalsDashboardDemo />

## How Goals Work

### For Mentees

As a mentee, you have full control over your goals:

- **Create goals** anytime from your dashboard
- **Edit or delete** goals as your priorities change
- **Add progress notes** to track your journey (private to you)
- **Mark complete** when you achieve a goal
- **Share reflections** about what helped you succeed

### For Mentors

Mentors have read-only visibility to support you better:

- **View your goals** (titles and descriptions only)
- **See completion status** to track your progress
- **Count of progress notes** (but not the actual content—those are private!)
- **Read achievement reflections** when you complete goals
- **Receive notifications** when you hit milestones

<MentorViewDemo />

### For Program Managers

Program managers can:

- **View member goals** across the program
- **See achievement reflections** to understand impact
- **Cannot see** your private progress notes
- **Cannot edit** or create goals for you

---

## Setting Your First Goals

Goals are introduced during your onboarding, but you can add more anytime!

### What Makes a Good Goal?

✅ **Be Specific** - Define exactly what you want to achieve

✅ **Start with Action** - Use verbs like "Build", "Launch", "Learn", "Achieve"

✅ **Make it Measurable** - Include metrics, milestones, or timelines

**Example:**

❌ "Get better at leadership"

✅ "Attain a management position within six months by developing leadership and decision-making skills"

### Tips for Goal Setting

1. **Set 3-5 goals** to start (you can add more later)
2. **Focus on what matters** to your career or personal growth
3. **Make them actionable** - goals you can actually work toward
4. **Review regularly** with your mentor during sessions

---

## Tracking Your Progress

The real power of Mentorly Goals comes from tracking your journey, not just the destination.

### Progress Notes (Private)

Progress notes are **only visible to you**—they're your private journal to document your journey while working toward a goal.

**When to add progress notes:**
- After a mentoring session with key insights
- When you hit a milestone or make progress
- When facing challenges you want to remember
- To reflect on what's working (or not)

**Example progress notes:**
- "Talked with mentor about go-to-market strategies, exploring competitive positioning"
- "Led first standup meeting today—nervous but team was supportive"
- "Reading *Radical Candor*, lots of insights on giving feedback"

<ProgressNotesDemo />

### Achievement Reflections (Visible)

When you mark a goal complete, you'll be asked to reflect on what helped you achieve it. These reflections **are visible** to your mentor and program manager.

**What to include:**
- What strategies worked
- How your mentor helped
- Challenges you overcame
- Key learning moments

**Example:**
"Weekend study groups were key to passing my certification. My mentor's framework for breaking down complex topics really helped structure my learning."

---

## Celebrating Success

When you complete a goal, Mentorly celebrates with you!

<CelebrationDemo />

You'll see:
- 🎉 **Confetti animation** - because wins deserve celebration!
- 📝 **Reflection prompt** - share what helped you succeed
- 🔔 **Mentor notification** - your mentor will receive an update about your achievement

---

## How Goals Enhance Mentorship

### Before Sessions

**Mentors receive reminders** 24 hours before your session with:
- Your current active goals
- Recent completions
- Latest progress note indicators

This helps them prepare relevant topics and questions.

### During Sessions

Goals give you and your mentor:
- **Clear talking points** - what to discuss
- **Progress checkpoints** - where you're making headway
- **Challenge identification** - where you need support
- **Celebration moments** - acknowledging wins together

### After Sessions

**Add progress notes** right after your session to capture:
- Key insights discussed
- Action items agreed upon
- Resources recommended
- Next steps planned

---

## Managing Your Goals

### Editing Goals

Click any goal text to edit it inline. Goals can evolve as your priorities change!

### Deleting Goals

Use the small 'x' icon to remove goals that are no longer relevant.

### Archiving

Completed goals automatically archive after 30 days to keep your dashboard clean. You can always view archived goals from your settings.

---

## Email Notifications

Stay informed about your goal progress with automated emails:

### Weekly Progress Report (Monday 9 AM)

Receive a summary of:
- Active goals count
- Recently completed goals
- Quick link to your dashboard

### Daily Completion Digest

Your mentor receives updates when you complete goals, including your achievement reflections.

### Pre-Session Reminders

Mentors get a 24-hour reminder before sessions showing your current goals and recent activity.

---

## Privacy & Visibility

### What's Private

✅ **Progress notes** - Only you can see these

✅ **Goal edit history** - Private to you

✅ **How many notes you've added** - Mentors see the count, not content

### What's Shared

📢 **Goal titles and descriptions** - Visible to your mentor

📢 **Completion status** - Mentors can see what you've achieved

📢 **Achievement reflections** - Shared with mentors and PMs

📢 **Note count** - Mentors see "3 notes" but not what they say

---

## Best Practices

### 1. Review Goals Regularly

Set aside time weekly to:
- Add progress notes after mentorship sessions
- Update goal text as priorities evolve
- Celebrate small wins along the way

### 2. Be Honest in Progress Notes

Since they're private, be candid about:
- Challenges you're facing
- Questions you have
- Doubts or concerns
- Breakthrough moments

### 3. Share Meaningful Reflections

When completing goals, share insights that:
- Help your mentor understand their impact
- Could benefit other mentees
- Highlight what strategies worked
- Acknowledge support received

### 4. Align Goals with Sessions

Discuss your goals during mentorship sessions:
- Share progress and challenges
- Ask for specific guidance
- Get feedback on your approach
- Adjust goals based on mentor input

---

## Frequently Asked Questions

### Can I set goals after onboarding?

Yes! You can add, edit, or delete goals anytime from your dashboard.

### Will my mentor see my progress notes?

No. Progress notes are completely private to you. Mentors only see the count of notes, not the content.

### What happens to completed goals?

Completed goals stay visible for 30 days, then automatically archive. You can view archived goals in your settings.

### Can I have more than 5 goals?

Absolutely! While we recommend starting with 3-5, you can create as many goals as you need.

### Do goals have deadlines?

Not currently. Goals in V1 focus on progress tracking rather than strict deadlines. Work with your mentor to set your own timelines.

### Can Program Managers see my progress notes?

No. Progress notes are private to you only. Program Managers can see your goal titles, descriptions, and achievement reflections, but never your private progress notes.

---

## Getting Started

Ready to set your first goal?

1. **Go to your dashboard** - Click "Goals" in the navigation
2. **Click "Create your first goal"** - If this is your first time
3. **Write your goal** - Be specific and actionable
4. **Add a description** - Explain how you'll track progress
5. **Start tracking** - Add progress notes as you work toward it

Your mentorship journey starts with clear goals. Let's get started!

---

**Need help?** Contact support@mentorly.com or reach out to your program manager for guidance on goal setting.

Learn how to set, track, and achieve your personal and professional goals with Mentorly's goal-tracking system

Mentorly Goals: Track Your Progress and Achieve More


La fonctionnalité Ressources de Mentorly aide les Gestionnaire de Programme à centraliser et partager des guides, des outils, des videos et tout autres contenu nécessaire à la réussite du programme directement avec la participants.

### Avantages clés de l'utilisation de Ressources

**Toute vos ressources - un seul endroit facile d'accès:** fini les documents dispersés ou les chaînes de courriels interminables ! Avec Mentorly, tous vos guides, articles et vidéos sont stockés au même endroit, facile d'accès. Les mentors et les mentorés peuvent facilement trouver ce dont ils ont besoin, peu importe où ils sont.

**Des ressources standardisées pour tous:** fournir du matériel standardisé permet de maintenir la cohérence de l'ensemble de votre programme. Chaque participant reçoit les mêmes outils de haute qualité, de la même façon, peu importe où il se situe dans le processus de mentorat.

## Création de votre bibliothèque de ressources

Commencez par identifier les éléments clés que vous souhaitez inclure. Pensez aux besoins et aux objectifs de vos mentors et mentorés ou aux directives que vous aimeriez qu'ils respectent. Gardez à l’esprit que tout matériel ajouté sera visible à la fois par les mentors et les mentorés.

Une fois vos fichiers prêts, accédez au tableau de bord de votre programme Mentorly, sélectionnez l'onglet Compte (coin inférieur gauche) et cliquez sur Programmes. Lorsque votre programme apparait, cliquez sur Ressources.
**À noter:** Pour facilité la recherche et maintenir tout votre matériel organisé, nous vous recommandons fortement de créer d'abord des Catégories et d'ajouter par la suite vos ressources. Cela facilitera l’organisation du contenu au fur et à mesure.


![](/images/help/articles/resources-hub-for-mentorship-success-1.gif)

Pour ajouter une ressource, cliquez sur Ajouter Ressource dans le coin supérieur droit. Deuxièmement, sélectionnez un fichier à télécharger ou ajoutez un URL si le fichier est hébergé en ligne.

![](/images/help/articles/resources-hub-for-mentorship-success-2.gif)

Ajoutez ensuite un titre et une description brève et claire du fichier ainsi que le meilleur moment de le consulter.

Si vous avez créé des catégories, vous devrez en sélectionner une. Si aucune catégorie n'a été créée, le fichier restera simplement "non classée" par défaut.

![](/images/help/articles/resources-hub-for-mentorship-success-3.gif)

Enfin, sélectionnez la langue du fichier puis cliquez sur Enregistrer. Vous serez redirigé vers la page Ressources et informé que "Votre ressource a été mise à jour avec succès.". Votre ressource nouvellement créée apparaîtra dans la liste, sous la catégorie choisie.

## Expérience pour mentor/mentoré

Pour accéder aux ressources, les mentors et les mentorés doivent simplement se connecter à leur compte Mentorly et cliquer sur Ressources dans le menu de gauche. La liste des ressources disponibles apparaîtra, ainsi que des icônes pour identifier le type de fichier de chaque ressource.



## Mentor / Mentee experience

To access Resources, Mentors and Mentees simply need to log in to their Mentorly account and click on Resources in the left-hand side menu. The list of available resources will appear, along with icons to identify the type of file each resource is.

![](/images/help/articles/resources-hub-for-mentorship-success-4.gif)


Ensure the success of your Mentoring program with Resources

Ressources :  Centre d'excellence


Resources is designed to help Program Managers create a content library in Mentorly that allows them to share valuable materials with participants.

## 2 Key Benefits to using Resources

**All Your Resources in One Easy-Access Place:** No more scattered documents or endless email chains! With Resources, all your training materials, guides, articles, and videos are stored in one easy-to-access location. Both mentors and mentees can find what they need efficiently, whether they are at their desks or on the go.

**Standardized Resources for All:** Providing standardized materials helps maintain consistency across your program. Every participant receives the same high-quality guidance, no matter where they are in the process.

## Creating your Resources library

Begin by identifying the key materials you want to include. Think about the needs and goals of your mentors and mentees or the guidelines you'd like them to abide by. Keep in mind that any materials added will be visible to both Mentors and Mentees.

**How to create Resources as a Program Manager:**  
In your Mentorly Program Dashboard, select the *Account* tab (lower left-hand corner) and click on Programs.  


![](/images/help/articles/resources-hub-for-mentorship-success-1.gif)

When your list of program(s) appears, click on Resources.

![](/images/help/articles/resources-hub-for-mentorship-success-2.gif)

**Note:** To ensure findability and keep things organized, we highly recommend creating Categories first and adding resources second. This will make it easier to organize the content as you go.

To add a resource, click on Add Resource in the top right-hand corner. Secondly , select a file to upload or add a custom URL if the file is hosted online.

![](/images/help/articles/resources-hub-for-mentorship-success-3.gif)

Next, add a title and a brief and clear-cut description of the file and when to consult it.

If you've created categories, you will need to select one next. If no categories have been created, it will simply stay "uncategorized" by default.  
  
Lastly, select whether the document is in French or English or Both and then click Save. You'll be redirected to the Files page and notified that "Your resource has been updated successfully.". Your newly created Resource will appear in the list, under the chosen category.  
  


## Mentor / Mentee experience

To access Resources, Mentors and Mentees simply need to log in to their Mentorly account and click on Resources in the left-hand side menu. The list of available resources will appear, along with icons to identify the type of file each resource is.

![](/images/help/articles/resources-hub-for-mentorship-success-4.gif)


Resources: Hub for Mentorship Success


L'intégration de Mentorly à Zoho vous permet de synchroniser de manière transparente les données utilisateur entre ces deux plates-formes puissantes. Cet article vous guidera à travers le processus et les exigences de configuration de cette synchronisation.

## Conditions préalables

Avant de commencer, assurez-vous de rencontrer les conditions suivantes :

\- Un compte Mentorly actif avec un accès administratif.

\- Un compte Zoho avec les autorisations pour gérer les contacts et les intégrations.

## Configuration

**Étape 1 :** Contactez l'équipe de support Mentorly
Si vous souhaitez utiliser l'intégration Zoho, un membre de l'équipe Mentorly devra activer l'option d'intégration Zoho dans votre tableau de bord.

**Étape 2 :** Configurer l'intégration de Zoho dans votre tableau de bord Mentorly

Une fois l'option d'intégration Zoho activée dans votre tableau de bord:

1\. Connectez-vous à Mentorly : accédez à l'onglet Compte en bas du menu sur le côté gauche de l'écran.  

![](/images/help/articles/integrating-mentorly-with-zoho-a-step-by-step-guide-1.png)

2\. Accédez à l'onglet Intégrations et cliquez sur « Connecter un compte Zoho ». Vous serez redirigé vers Zoho. Suivez les instructions pour terminer la configuration.

![](/images/help/articles/integrating-mentorly-with-zoho-a-step-by-step-guide-2.png)

## Déclencheurs de synchronisation

Une fois l'intégration mise en place, la synchronisation s'effectuera dans les conditions suivantes :

\- Lorsqu'un nouvel utilisateur Mentorly est ajouté, son profil sera également créé dans Zoho

\- Lorsqu'une modification est apportée au profil d'un utilisateur dans Mentorly, elle sera reflétée dans Zoho.

Les gestionnaires de programme sont exclus de cette synchronisation car ils doivent être ajoutés manuellement à Zoho.


**À noter:** La suppression d'un utilisateur doit être effectuée dans Zoho séparément de la suppression de l'utilisateur dans Mentorly.

## Affichage du profil utilisateur dans Zoho

Une fois l'intégration correctement configurée, vous pouvez consulter les profils utilisateur dans Zoho. Un URL personalisé sera accessible dans chaque profil de membre Mentorly, vous permettant d'accéder et de gérer facilement vos données utilisateur dans Zoho.

After the integration is properly set up, you can view user profiles in Zoho. An external user URL will be present in each member profile in Mentorly, allowing you to easily access and manage your user data within Zoho.


Integrating Mentorly with Zoho: A Step-by-Step Guide

Intégrer Mentorly à Zoho


Integrating Mentorly with Zoho allows you to seamlessly synchronize user data between these two powerful platforms. This guide will walk you through the process and requirements for setting up and maintaining this synchronization. Let's get started!

## Prerequisites

Before you begin, make sure you have the following:

\- An active Mentorly account with administrative access.

\- A Zoho account with permissions to manage contacts and integrations.

## Setup

**Step 1:** Reach out to Mentorly Support  
If you would like to use the Zoho integration, a member of the Mentorly team will need to enable the Zoho integration option in your dashboard.

**Step 2:** Configure Zoho Integration in Mentorly Account Dashboard

Once the Zoho integration option has enabled in your dashboard, you can:

1\. Log in to Mentorly: Access the Account tab in the bottom of the menu on the left-hand side of the screen.

![](/images/help/articles/integrating-mentorly-with-zoho-a-step-by-step-guide-1.png)

2\. Head to the Integrations tab and Click on "Connect Zoho Account." You will be redirected to Zoho. Follow the prompts to complete the setup.

![](/images/help/articles/integrating-mentorly-with-zoho-a-step-by-step-guide-2.png)

## Synchronization Triggers

Once the integration is set up, synchronization will occur under the following conditions:

\- When a new Mentorly user is added, their profile will also be created in Zoho

\- When a changes are made to a user's profile in Mentorly, they will be reflected in Zoho

\- When an existing user profile is updated.  


Program Managers are excluded from this sync as they need to be manually added to Zoho.

**Note:** User deletion must be done in Zoho separately from user deletion in Mentorly.

## Viewing the User Profile in Zoho

After the integration is properly set up, you can view user profiles in Zoho. An external user URL will be present in each member profile in Mentorly, allowing you to easily access and manage your user data within Zoho.



Grande nouvelle! Mentorly vous permet maintenant de gérer la Facturation de vos programmes de mentorat.  


Avec l'ajout de la fonction Facturation, vous pouvez facturer les mentorés pour leur participation directement et en toute transparence à partir de votre portail de gestionnaire de programme, vous permettant ainsi de monétiser et gérer des programmes de mentorat rentables sans effort.

*➡️ À Noter : La Facturation est actuellement en version bêta. Si vous êtes intéressé à faire partie de la cohorte d'essai, envoyez un courriel à [support@mentorly.co](mailto:support@mentorly.co), ou contactez-nous par chat.*  

#### **Comment Configurer la Facturation** 💰

1\. Connectez-vous au Tableau de Bord de votre programme à l'aide de vos identifiants et cliquez sur le bouton "Compte" situé dans le bas du menu de gauche. Ensuite, naviguez jusqu'à l'onglet "Facturation" pour lancer le processus de configuration.


![](/images/help/articles/monetization-beta-1.png)

2\. Configuration de Stripe pour les paiements : [Stripe](https://stripe.com/fr-ca/connect) sera votre partenaire dans la gestion du processus de facturation. Cliquez sur « Ajouter un compte bancaire » pour fournir des informations essentielles, notamment votre adresse courriel, votre numéro de téléphone, votre type d'entreprise, l'URL du site Web, les descriptions de produits, les détails du compte pour les revenus et les détails d'identification personnelle pour la vérification du compte.

![](/images/help/articles/monetization-beta-2.png)

SCREENSHOT

![](/images/help/articles/monetization-beta-3.png)




3\. Création de Produits : un produit est le type de paiement que vous utiliserez pour facturer les participants à votre programme. Une fois votre compte Stripe configuré, vous pouvez commencer à créer des produits. Dans la section « Produits » du tableau de bord, attribuez le nom du produit, définissez les prix, choisissez la devise (USD ou CAD) et déterminez la fréquence de facturation (unique, mensuelle récurrente ou annuelle récurrente) pour chaque produit.

SCREENSHOT


![](/images/help/articles/monetization-beta-4.png)


#### Traitement des paiements 💸


1\. Accédez à l'onglet Membres de votre tableau de bord, localisez le mentoré à facturer dans la liste et cliquez sur « Afficher le paiement ».

SCREENSHOT

*💳 À Noter : une fois la facturation activée, vos mentorés seront invités à ajouter une carte de crédit leur du processus d'inscription au programme.*

2\. Sélectionnez les produits et traitez le paiement : sur la page de paiement, vous verrez les détails des produits associés au mentoré. Cliquez simplement sur « Traiter le paiement » à côté du produit concerné pour lancer la facturation.


Facturation (Beta)


Turn Mentorship into Revenue - Meet Monetization! 🎉

  
You can now seamlessly charge mentees for their participation directly through your program dashboard, enabling you to monetize, and run profitable mentorship programs effortlessly.

➡️ Monetization is currently in beta. If you're interested in being a beta user, email support@mentorly.co so we can enable it for you. We'd love to hear your feedback as you use it.

# **Setting Up Monetization 💰**

**1\.** Log in to Mentorly and click on the **“Monetization”** in the menu on the left-hand side.  


![](/images/help/articles/monetization-beta-1.png)

**2\. Configure Stripe for Payments**: [Stripe](https://stripe.com/en-ca/privacy) will be your partner in managing the billing process. Click **"Set up your Stripe Account"** to provide essential information including your email, phone number, business type, website URL, product descriptions, account details for earnings, and personal identification details for account verification.

![](/images/help/articles/monetization-beta-2.png)

**3\. Define your Monetization modalities:** You can charge for mentorship in a way that makes sense for your program. Want a one-time fee? Done. Prefer a monthly or yearly subscription model? Easy. Basically, we’re giving you options—because financial sustainability shouldn’t be a guessing game.

![](/images/help/articles/monetization-beta-3.png)

  


# Processing Payments 💸

To view a specific member's payment history, locate the mentee in the 'Members' section of your dashboard and click on 'View Payment'.  


![](/images/help/articles/monetization-beta-4.png)

  
💳 Note: now that you have Monetization activated, your mentees will be asked to set up a Credit Card as part of their sign-up process.  


# Viewing Transaction History

You can easily track and manage transactions in our Stripe Dashboard. Gain insights into charged fees categorized by type (one-time or recurring), empowering you to keep a clear record of your program's financials.

Monetization makes managing payments for your mentorship programs easier than ever.. Say goodbye to manual invoicing and tracking payments separately—experience seamless billing integration and elevate your program's profitability today!

Ready to get started? Head over to your Account Dashboard now and unlock the full potential of your mentorship programs with Billing! 🚀


Monetization (beta)

We understand the importance of clear and organized communication between mentors and mentees.

That's why we've introduced the ability to format text in the portal using basic HTML codes. This feature allows you to make your messages more engaging and structured. Below, we'll walk you through how to format text with HTML codes and provide examples:

- **Bold Text:** 
 You can make your text bold by enclosing it in **``** or **``** tags. Here's an example:
 
 
 `bold text`
 

- **Italic Text:**
 
 To italicize your text, use **``** or **``** tags. Here's an example: 
 
 `italic text`
 

- **Underlined Text:** 
 You can underline text by using the **``** tag. Here's an example: 
 
 `underlined text`
 

- **Hyperlinks:** 
 To add a hyperlink, use the **`<a></a>`** tag with the **`href`** attribute to specify the URL. Here's an example: 
 
 `Visit our website <a href="https://www.mentorly.co">Mentorly</a>.`
 
- **Bullet Points:** 
 To create a list with bullet points, use the <ul></ul> (unordered list) and <li></li> (list item) tags. Here's an example: 
 
 `<ul> <li>First item</li> <li>Second item</li> <li>Third item</li> </ul>`
 

Incorporate these HTML formatting options to elevate your communication and create an even more enriching mentoring experience.

Enhance Your "About US" section  with HTML Formatting

Formatting Using Basic HTML Codes


This feature simplifies the onboarding process for mentors, and mentees, making it easier than ever to get them started with Mentorly. In this guide, we'll walk you through the steps to utilize this updated feature.

## Prerequisites

Before you get started, head to the [Import page](https://demo-pro.mentorly.co/en/dashboard/members/import) in your Mentorly dashboard (Members section) to download our CSV template.

To get started, you will need to fill out the CSV template with the following parameters for each member:

1.  **Email:** The email address of the member.
    
2.  **Full Name:** The full name of the member.
    
3.  **Is Mentor (Y/N):** Specify 'Y' if the member is a mentor or 'N' if they are not.
    

You can choose if you want to use the remaining parameters included in the field. These are optional and can be filled in by participants when they sign up to Mentorly after receiving your invitation.

**NOTE:** Column AC to AI represent the Mentorly Matching questions. Although you can upload responses to these questions in bulk with a CSV file, we recommended having participants answer these questions themselves during onboarding.

#### Steps to invite members can be found [here](/en/help/program-manager-guides/inviting-members-to-your-program)

Inviting members via CSV is an efficient method that saves you time and ensures that your members can easily join your program.


Inviting members via CSV


Are you ready to capture the valuable insights and advice shared during your Mentorly sessions? We've got you covered! With our recording feature, you can easily save and revisit your sessions. Here's a user-friendly guide to help you get started:

- [Save your session recording on the cloud](#save-your-session-recording-on-the-cloud)
- [Upload your session recording to your Dropbox account](#upload-your-session-recording-to-your-dropbox-account)
    

## Save your session recording on the cloud

1.  Join the call from your dashboard or from your calendar.
    
2.  During your call, and by clicking on the sub-menu, you'll see a button labeled "Start Recording." Click on this button to begin recording the session. And toggle the "Cloud recording" option. Note that both mentors and mentees can trigger the call recording.  
    
    
    ![](/images/help/articles/record-your-mentorly-sessions-1.png)
    
    ![](/images/help/articles/record-your-mentorly-sessions-2.png)
    
      
    You'll receive an audible confirmation notifying you that the recording has started. This way, you'll know that everything you discuss is being captured.
    
3.  After recording your session for a few seconds or for as long as you need, click on the "Stop Recording" button.  
      
    Once again, a voice notification will inform you that the recording has ended.
    
    ![](/images/help/articles/record-your-mentorly-sessions-3.png)
    
4.  With the recording complete, you can now conclude your call with your fellow participants.  
      
    Feel free to continue your conversation or address any remaining questions.
    
5.  Shortly after ending the call, you will receive an email with a link to download the recording. This email will serve as your secure access point to the recorded session, allowing you to revisit the valuable insights and advice shared during your Mentorly experience.  
    
    
    ![](/images/help/articles/record-your-mentorly-sessions-4.png)
    

That's it! You've successfully recorded your Mentorly session or masterclass. Now you can easily refer back to the conversation whenever you need a refresher or want to revisit the wisdom shared during your mentoring journey.  
  
👀 ***Good to know: The recording is available for 24 hours from the end of the session. We recommend uploading the downloaded recording to your data storage or uploading it to your Dropbox.***

* * *

## Upload your session recording to Dropbox

1.  Join the call from your dashboard or from your calendar.
    
2.  During your call, and by clicking on the sub-menu, you'll see a button labeled "Start Recording." Click on this button and toggle the "Upload to Dropbox" option.  
    
    
    ![](/images/help/articles/record-your-mentorly-sessions-5.png)
    
3.  Log in to your Dropbox account and authenticate your account. Once it's done, click "Start Recording"  
    
    
    ![](/images/help/articles/record-your-mentorly-sessions-6.png)
    
    ![](/images/help/articles/record-your-mentorly-sessions-7.png)
    
4.  The recording will be available for you after the end of the session in your Dropbox account.  
    
    
    ![](/images/help/articles/record-your-mentorly-sessions-8.png)
    
      
    ***ℹ️ Please note: If you chose Dropbox as an option, you won't receive an email to download your recording.***
    

If you encounter any issues or have additional questions, please don't hesitate to reach out to our support team.

Happy learning and recording!


A Step-by-Step guide to help you recording your session

Record your Mentorly sessions


We have some exciting updates this month!

From a new way to sort the members of your program, to introducing breakout rooms in our video sessions - Mentorly has what you need to better manage your mentorship programs.

![](/images/help/articles/new-updates-to-better-manage-your-mentorship-programs-1.png)

# Members: A new way to sort

This past month, we've made a small update to our Members tab that has a big impact: sorting the members list by **Newest First.**

From the **Members** tab on your Program Dashboard, you'll notice a new filtering option in the top right corner.

You can choose to sort the list of Members by **Newest** or **Oldest First**, or the default setting of sorting alphabetically by **Name.**

![](/images/help/articles/new-updates-to-better-manage-your-mentorship-programs-2.gif)

Sorting by newest members first is incredibly helpful for programs that have constant sign ups throughout the month - or for members who are little bit slower to sign up after being invited!

You can see who's recently signed up, make sure they're onboarded, matched and ready to go!

![](/images/help/articles/new-updates-to-better-manage-your-mentorship-programs-3.png)

# Breakout Rooms

With our [group sessions and Masterclasses](/en/help/program-manager-guides/setting-up-your-program#h_2ed44dcd7e), Mentorly makes it easy to set up a multi-person video session.

We've taken those multi-person sessions to the next level: **Breakout rooms.**

Breakout rooms allow the moderator to create sub-groups within the session that are then given their separate room to meet and discuss, before rejoining the main call.

![](/images/help/articles/new-updates-to-better-manage-your-mentorship-programs-4.jpg)

In a multi-person session, clicking on the '**raise hand**' icon will allow the moderator to create and assign breakout rooms for the session's participants.

For more information on how to create breakout rooms, please see this article about our [Video Call Features](/en/help/for-all/video-call-features).

**Did you know?** Program Managers always have the power to [create a group session or Masterclass.](/en/help/program-manager-guides/managing-your-program#h_575c00a3a8)

Learn more about all our updates [here](https://portal.productboard.com/howxtqgqwx3sajhaz9z4got4).

![](/images/help/articles/new-updates-to-better-manage-your-mentorship-programs-5.png)

# Add another Program Manager to the mix!

We know that managing a mentorship program can be challenging work, even when Mentorly is there to help make it easier - sometimes all you need is an extra pair of hands.

The number of Program Managers you're allotted is determined by [your plan](/en/help/faq/mentorly-s-plans-and-features), but **did you know you can add an additional Program Manager seat for just $75/month?**

If you're interested in learning more, please reach out to your Mentorly Success Advisor or Mentorly's support team!

[Add Program Manager seat](mailto:support@mentorly.co)

![](/images/help/articles/new-updates-to-better-manage-your-mentorship-programs-6.png)


New updates to better manage your mentorship programs.


As a program manager, dedicating your time and energy to running a program can seem intimidating, but all that hard work translates into something far greater than yourself.

We’re here to tell you that running a successful mentorship program is definitely attainable!

To help you build, maintain and scale your program, we’ve prepared a few tips on how to run a successful mentorship program 🌟

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-1.jpg)

## What does success look like?

When inviting members, it’s important to let them know the goal of the program in relation to themselves.

This helps set expectations early for both mentors and mentees, and helps them identify more with their mentorship program.

You can add this information to [your program's landing page](/en/help/program-manager-guides/setting-up-your-program#h_323ad9c5f1), but to really get the message across: send your members an announcement and let them know more about the program.

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-2.jpg)

To learn more about how to send an announcement, check out [this article.](/en/help/program-manager-guides/announcements)

💡 **Take advantage of announcements to remind mentees to schedule their first sessions.**

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-3.jpg)

## Monitor and manage

It's always best to take a moment and identify participants who haven't been engaging as expected, and **to find out why**.

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-4.jpg)

To identify mentees with a low session count, head over to the **Reporting tab** and scroll down to **Sessions per users**.

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-5.jpg)

From here, you can see which mentees have had the least amount of sessions. Consider sending them [a message](/en/help/program-manager-guides/announcements#h_f4d4ecbb41) to prompt them to book, mentor suggestions or [mentorship tips](https://intercom.help/mentorly/en/collections/3616227-mentorship-resources).

💡 **Get more tips on [tracking engagement](/en/help/program-manager-guides/managing-your-program#h_399e1177e9).**

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-6.jpg)

## Mentorly Success Advisors - we're here for you!

Feel like you’ve hit a wall and could use more help with your program? We’ve got your back!

With a **Mentorly Success Advisor (MSA)**, get strategies and advice specially-curated to your program's needs, engagement meetings, direct access and dedicated support - and so much more! **MSAs work hand and hand with you for the success of your mentorship program.**

Mentorly Success Advisors are only included in Pro and Enterprise plan, or they can be added to your contract for only **$250/month.**

If you're interested in upgrading your plan or adding a Mentorly Success Advisor, please reach out to our support team!

[Add a Mentorly Success Advisor](mailto:%20support@mentorly.co)

![](/images/help/articles/our-best-tips-to-run-a-successful-mentorship-program-7.jpg)


Our best tips to run a successful mentorship program.


Mentorship programs play a vital role in employee job satisfaction, retention rates, and career development. According to Forbes, 70% of U.S. Fortune 500 companies have mentoring programs. Learning from successful examples can help employers better train mentors for their teams. This article will contain best practices regarding mentorship you can implement today.

In this article:

[Benefits of mentoring programs](#benefits-of-mentoring-programs)

1.  [Always provide honest feedback](#always-provide-honest-feedback)
    
2.  [Start a mutually beneficial relationship](#start-a-mutually-beneficial-relationship)
    
3.  [Be a good motivator](#be-a-good-motivator)
    
4.  [Analyze improvement areas](#analyze-improvement-areas)
    
5.  [Gather feedback](#gather-feedback)
    
6.  [Pick leaders](#pick-leaders)
    
7.  [Match mentors and mentees carefully](#match-mentors-and-mentees-carefully)
    
8.  [Have a robust support system](#have-a-robust-support-system)
    
9.  [Come up with rules](#come-up-with-rules)
    
10.  [Conduct a training session](#conduct-a-training-session)
     
11.  [Show recognition](#show-recognition)
     
12.  [Track feedback and performance](#track-feedback-and-performance)
     

[Provide the best mentoring program](#provide-the-best-mentoring-program)

## **Benefits of Mentoring Programs**

Mentorships are excellent opportunities for new or less competent workers to learn from more experienced colleagues. Leaders can guide the mentees through different job specifics and boost their skills, procedures, and workplace relationships.

Overall benefits of these programs include, but are not limited to:

- Better leadership skills
- A more productive workforce
- Ability for feedback
- Broadened networking
    

To achieve most of the benefits, it’s important to take the mentorship program seriously. These best practices will help you get there faster.

* * *

## **1\. Always Provide Honest Feedback**

Everyone appreciates transparency. Mentees are in a mentoring program because they need to learn or improve their skills. They expect clear, transparent, and frequent feedback. As a mentor, you want to engage in authentic, direct communication with your mentees.

Include practical advice and positive feedback the mentee can apply immediately. Ideally, you can ask the mentee about the specific feedback type they prefer. Maybe their ideal communication style is different from what you had in mind.

* * *

## **2\. Start a Mutually Beneficial Relationship**

Mentees can only improve through the mentorship program if their benefits are also valuable to you. It’s important to have clear goals for the mentor-mentee relationship. Think about how you can learn from your mentee about your industry, their generation, new technology trends, and more.

* * *

## **3\. Be a Good Motivator**

Motivating your mentees along the way is crucial for the success of the mentorship program. Inspire them to try new things, engage them in honest dialogue, and show them you’re confident about their abilities. Praise is a major [motivation booster](https://www.linkedin.com/pulse/why-praising-people-work-so-important-aleksander-gozdek/) and can also help increase the employee’s self-esteem.

* * *

## **4\. Analyze Improvement Areas**

Identify the specific [improvement areas](https://mentorlyblog.co/http-mentorlyblog-co-home/5-ways-to-invest-in-yourself/) you want your team to make. Complete this step at the beginning of the program to achieve the best results. For example, you may want to set mentorship goals for sales teams to help newcomers boost their sales revenue numbers.

* * *

## **5\. Gather Feedback**

Always ask employees for feedback. Do so at every step of the mentoring program. You can send surveys to ask about changes the participants would like to see in the program. The survey can also be about the work areas where they need extra guidance or any general questions they may have. The responses you receive as part of the feedback can help fine-tune your mentorship program goals.

* * *

## **6\. Pick Leaders**

Not everyone can be a [mentor](https://mentorlyblog.co/http-mentorlyblog-co-community-news/how-to-be-a-better-mentor-the-secrets-to-active-listening/). Select employees with the strongest leadership skills in your team for the role. You can test their decision-making, communication, and problem-solving skills to find the ideal candidate.

Also, not all employees benefit from becoming mentors. Pick the ones who have space for professional growth and who you know will be motivated for the role. After all, the success of the mentorship program will, in good part, depend on your mentors’ abilities to host it.

A good mentor should have multiple of the following qualities:

- Advanced listening skills
- Investment in growth and education
- Readiness to devote time to the program
- Strong feedback capability
- Positive outlook
- Integrity and honesty
- Adaptability and resilience
- Proper industry knowledge
* * *

## **7\. Match Mentors and Mentees Carefully**

Depending on the extent of the program and the team’s size, you may have to put extra effort into pairing mentees with the right mentors. Some employees are used to working more closely together, while others aren’t.

A good example would be hiring a senior marketing specialist to work with a younger marketing team member. A bad example would be hiring a new young marketing employee with a person from your financial or HR department.

Finally, it’s important to consider the improvement areas before pairing people, as well as the ongoing dynamics of their professional relationships. Pair mentees with people with whom they have a productive and positive relationship.

* * *

## **8\. Have a Robust Support System**

If you’re working with a large team, have at least one person supervise the program. Maybe the mentees will want to adapt or change the mentorship match. An employee may feel like they could better improve with another mentor instead of the one they received. They can reach out to the supervisor and ask for a change.

* * *

## **9\. Come Up With Rules**

Setting rules is important for the mentorship program to run smoothly and efficiently. Set different procedures for mentees, mentors, and supervisors. You can also set up a rubric where mentors can evaluate the mentees’ performance. As a result, all members stay informed about mentorship practices. You also get a quality structure to ease communication.

* * *

## **10\. Conduct a Training Session**

Ensure everyone understands their roles and possibilities in a mentorship program. You can make these things clear by organizing mentorship training. You can use that time to introduce team members to mentors, explain the procedures, and share documents. The training is perfect timing to help mentees get comfortable in front of their mentors and vice versa.

* * *

## **11\. Show Recognition**

Recognition is among the leading drivers of [employee engagement](https://hbr.org/2021/03/research-a-little-recognition-can-provide-a-big-morale-boost/), as per Harvard Business Review research. Recognize the success of your mentors and mentees from the very first day of the program. You can go a step further and introduce rewards for participants that achieve their goals. Chances are, employees who don’t participate in the program will also want to join.

* * *

## **12\. Track Feedback and Performance**

Tracking the performance and feedback is crucial in understanding the success of your mentorship program. After the training has been going on for a specific time, you can assess its effectiveness. Ways to do this include sending out surveys, conducting group meetings, or reviewing mentee performance.

* * *

## **Provide the Best Mentorship Program – Invest in a Mentoring Software**

Organizing a top-notch [mentoring program](https://mentorlyblog.co/http-mentorlyblog-co-mentorly-news/how-to-a-guide-to-starting-your-own-mentorship-program/) can be challenging. With so many activities, performance tracking, and other tasks to think about, employers often get lost and don’t even know where to start. Luckily, you have a Mentorly subscription and our team is and software are here to help! You can now create an inspiring, effective, and well-organized mentoring program with all of the support you need.

Get more guidance on planning, guiding and scaling your program, reach out to us on live chat, or email [support@mentorly.co](mailto:support@mentorly.co).


This article will contain best practices regarding mentorship you can implement today.

Mentorship Best Practices: Lessons From Industry Leaders


In this article:

[Why belonging matters](#why-belonging-matters)

[What is mentorship?](#what-is-mentorship)

[Importance of mentorship for employee retention](#importance-of-mentorship-for-employee-retention)

[Importance of mentorship for career development](#importance-of-mentorship-for-career-development)

[Benefits of mentorship programs for employers](#benefits-of-mentorship-programs-for-employers)

[Potential challenges of mentoring programs](#potential-challenges-of-mentoring-programs)

[Mentoring software to build the best programs](#mentoring-software-to-build-the-best-programs)

![](/images/help/articles/the-impact-of-mentorship-on-employee-retention-and-career-development-1.png)

# **Why belonging matters**

According to a [study](https://www.td.org/press-release/new-research-by-atd-mentoring-helps-employees-and-leads-to-better-business/) by the Association for Talent Development, higher employee retention is among the top benefits of mentoring programs. Higher employee retention is more important than ever in modern workplaces with waning employee loyalty and more frequent job hopping.

When employees feel connected to the organization and have a sense of belonging, they’re more likely to stay. Studies show that mentorship programs can, indeed, make employees more loyal. [Deloitte](https://www2.deloitte.com/content/dam/Deloitte/global/Documents/About-Deloitte/gx-millenial-survey-2016-exec-summary.pdf/)’s fifth annual millennial survey showed that almost 2/3 of survey takers would stay at their companies longer if offered mentorships.

* * *

## **What Is Mentorship?**

Mentorship or mentoring programs tap into senior or high-performing employees’ existing skills, experience, and knowledge. The goal is for their knowledge and skills to be transferred to people that undergo a mentoring program.

There are three ways to implement mentoring:

- Distance mentoring – Meeting from remote locations
- Individual mentoring – In-person meetings
- Group mentoring – A group of mentees participating in a program with a single mentor
    

With mentorship, you get to assist the decision-making process of your employees, refine their points of view, and help them adjust better to the new work environment. You’ll find more on the benefits of mentorship below.

* * *

## **Importance of Mentorship for Employee Retention**

Many companies struggle with unfulfilled potential, increased turnover rates, and disengaged workers. Employee turnover has slowly become a predominant challenge for businesses worldwide. There are at least seven reasons for this behavior:

- Hiring entry-level workers who don’t plan to stay for long
- Hiring minimum-wage workers
- Offering lower compensation than the competitors
- Poor project and people management
- Easy access to job listings on the web for employees
- Different priorities for workers
- An increase in remote working opportunities
    

While not all of these reasons are in the control of the employer, some of them certainly are. The lack of proper mentorship is an important factor in employees leaving their jobs. In fact, almost [94%](https://learning.linkedin.com/resources/workplace-learning-report) of employees would stay at their current job if they received more chances to learn and grow.

Mentorship is an excellent opportunity to promote growth and boost the self-esteem of employees. A [Center for Creative Leadership](https://www.ccl.org/articles/leading-effectively-articles/mentoring-at-work-how-and-why-to-make-it-work-for-your-organization/) study showed that employees who participate in mentorship activities stay at their company the longest. These workers also have the highest job satisfaction.

* * *

## **Importance of Mentorship for Career Development**

Mentorship offers employees a unique opportunity to learn from teammates or professionals with more experience in a particular field. A [mentor](https://mentorlyblog.co/http-mentorlyblog-co-community-news/how-to-be-a-better-mentor-the-secrets-to-active-listening/) can provide support, guidance, and valuable advice. All of this helps fine-tune and develop a new employee’s skillset. As a result, the employee has a better career path and can get the proper training to work with tools that can help them succeed.

According to [CNBC](https://www.cnbc.com/2021/10/14/1-in-4-workers-quit-their-job-this-year-according-to-new-report.html#:~:text=Work-,1%20in%204%20workers%20quit%20their%20job%20this%20year%E2%80%94here's,are%20getting%20wrong%20about%20retention&text=At%20least%20one%20in%20four,the%20people%20analytics%20firm%20Visier/), people are changing jobs at unprecedented rates. The lack of quality mentoring programs is certainly a major contributor to that problem. A Bureau of Labor Statistics study shows a [57%](https://www.bls.gov/news.release/pdf/jolts.pdf) turnover rate. Of that number, 25% is due to voluntary turnovers.

Also, according to the [Association for Talent Development](https://www.td.org/press-release/new-research-by-atd-mentoring-helps-employees-and-leads-to-better-business/) study, the same percentage of employees (57%) who participate in mentorship programs say the experience was very effective and helped them learn and achieve professional goals.

Mentoring offers tremendous [benefits](https://mentorlyblog.co/http-mentorlyblog-co-home/5-ways-to-invest-in-yourself/) for employees. It also adds diversity to the workplace and puts performance and quality first. What best evidence to prove that than the [CNBC survey](https://www.cnbc.com/2019/07/16/nine-in-10-workers-who-have-a-mentor-say-they-are-happy-in-their-jobs.html/) saying nine out of ten workers with a career mentor are happy with their current jobs?

As an organizational executive, you should realize that your employees are your biggest asset. When you connect them in a mentorship program, they become committed to boosting organizational productivity and performance.

* * *

## **Benefits of Mentorship Programs for Employers**

A [Society for Human Resource Management](https://lrshrm.shrm.org/blog/2017/10/essential-elements-employee-retention/) reports that employers often have to spend up to nine months of their employee’s salary to find a replacement. An employee who earns $60,000 can cost up to $45,000 to hire a replacement.

A similar study by the [Center for America Progress](https://templatearchive.com/cost-of-turnover/) shows that one lost employee can cost the company up to 16% of that employee’s salary for hourly employees. For unsalaried workers, the percentage can go to a whopping 213% for highly trained individuals. As an example, a highly trained worker who makes more than $120,000 per year could cost the company more than $250,000.

Employers don’t only benefit from mentorship programs in the financial aspect. The lower turnover rate, higher productivity, and increased satisfaction of employees help the organization in the long run. A mentored employee is more connected to their company, has higher chances of staying loyal, and is more likely to work hard.

Before employers start a mentorship program, they should prepare actionable objectives they can measure to track the impact on employee retention. Some key performance indicators to measure include retention rates, engagement activities, satisfaction scores, and skill development targets.

* * *

## **Potential Challenges of Mentoring Programs**

[Mentoring programs](https://mentorlyblog.co/http-mentorlyblog-co-mentorly-news/how-to-a-guide-to-starting-your-own-mentorship-program/) can be of tremendous help to boost employee retention and career development. However, there are potential challenges worth considering when organizing a mentoring program in a traditional way:

- Success measurement and assessment
- Communication management
- Matching bias
    

Luckily, mentoring software can help eliminate these challenges and boost the effectiveness of your next mentorship program. The matching biased is eliminated using smart mentor matches. The software also allows easy communication and has KPIs you can measure effortlessly. Programs such as Mentorly have all it takes to transform your “okay” program into a robust experience for employees to value forever.

* * *

## **Don’t Neglect the Importance of Mentorships – Rely on Mentoring Software to build the best programs!**

Mentorship is a win-win for both employers and employees. The approach to mentorship programs can make all the difference in how employees interact and view their employers. So if you’re looking to increase employee loyalty and satisfaction, consider mentorships as essential parts of your organization.

The stats mentioned in this article indicate that mentorship plays a crucial role in employee retention and career development. As an employer, it’s your responsibility to use all available tools and implement a mentoring software or platform to boost employee engagement.

You’re in luck! As a Mentorly enabled program, we help you facilitate mentorship programs, up-skill your people, and boost the overall job satisfaction and productivity rate of employees. Use it for remote mentorship, professional networks, or skills development in one or multiple departments.

[Learn more here about how Mentorly is the best fit for mentorship](/en/help/program-manager/mentorly-the-best-fit-for-mentorship)


Taking a closer look to understand the connection between mentorship and employee retention and career development.

The Impact of Mentorship on Employee Retention and Career Development


In this article:

[Diversity and inclusion in the workspace](#diversity-and-inclusion-in-the-workspace)

[Promoting diversity and inclusion through mentorship](#promoting-diversity-and-inclusion-through-mentorship)

[Many benefits of mentoring for diversity and inclusion](#many-benefits-of-mentoring-for-diversity-and-inclusion)

[The power of mentoring relationships](#the-power-of-mentoring-relationships)

[Mentorly - The all round solution for effective mentorship](#mentorly-the-all-round-solution-for-effective-mentorship)

![](/images/help/articles/the-link-between-diversity-and-inclusion-and-effective-mentorship-1.png)

Diversity and inclusion are vital for the success of any modern business. The two factors also have an undeniable link with effective mentorship. An organization that creates a welcoming environment for all individuals fosters a feeling of acceptance and safety. When a mentee feels respected, valued, and supported, they engage in authentic conversations and relationships, all of which are keys to effective mentorship.

An organization that prioritizes diversity and inclusion also creates an atmosphere of understanding. [Mentors](https://mentorlyblog.co/http-mentorlyblog-co-community-news/how-to-be-a-better-mentor-the-secrets-to-active-listening/) and mentees can openly share their experiences and perspectives. As a result, mentors can provide support and guidance according to every individual’s needs.

* * *

## **Diversity and Inclusion in the Workspace**

Before we dive any deeper, let’s outline what diversity and inclusion in the workspace are and why they are important:

- Diversity means including a broad variety of people of different ages, locations, etc., in a workforce.
- Inclusion means factoring every team member equally.
    

There are different ways companies can promote diversity and inclusion in the workplace:

- Hire a designated Diversity and Inclusion Director.
- Conduct sensitivity classes and training.
- Tie diversity goals to retention and succession planning.
- Launch a mentoring program.
    

Many managers take it for granted that every individual navigates the world differently. The truth is that personal and physical characteristics affect the way employees experience life and work, creating a wide range of perspectives.

It may seem like a no-brainer that solving problems and understanding methods or experiences requires accounting for all these perspectives. But some managers may think that the amount of differing opinions prevents them from implementing diversity in the workplace.

However, a study by Cloverpop found that the decision-making process improves in teams with higher team diversity. Teams consisting of a wide range of geographic locations and ages are [87%](https://www.forbes.com/sites/eriklarson/2017/09/21/new-research-diversity-inclusion-better-decision-making-at-work/?sh=6d6a6884cbfa/) more efficient at making business decisions.

So how does the mentoring program actually help with diversity and inclusion?

* * *

## **Promoting Diversity and Inclusion Through Mentorship**

The Harvard Business Review published [research](https://hbr.org/2018/03/5-things-we-learned-about-creating-a-successful-workplace-diversity-program/) that shows that in order to create a successful workplace, it’s important to create more opportunities to ensure continued engagement. Engagement opportunities are available in numerous forms. Mentorship programs are a great option. If your goal is to retain talent, mentoring is vital to achieving that.

Mentoring programs are also a great place to start if you want to promote diversity and inclusion in your workspace. Diversity-driven mentoring programs aim to empower and support minority employees, develop their skills, and increase their leadership succession.

Many people report that mentoring is an important part of their careers. The Heidrick and Struggles partner David Pruner [explains](https://www.prnewswire.com/news-releases/study-women-and-minorities-value-mentoring-programs-but-findings-reveal-opportunities-for-improved-effectiveness-300575517.html/) that companies that aim to attract, retain, and engage talent from ethnic minorities should implement a formal mentoring program. He explains that it’s ever more important for businesses to address the demand and recognize diversity and inclusion as the key driver of a healthy corporate culture.

The [same study](https://www.prnewswire.com/news-releases/study-women-and-minorities-value-mentoring-programs-but-findings-reveal-opportunities-for-improved-effectiveness-300575517.html/) shows that women and minorities more often report the importance of mentoring programs in their careers. A third of women (30%) and 23% of men stated the importance of such programs.

Mentoring for inclusion significantly impacts the tech industry, where [41%](https://www.linkedin.com/news/story/techs-age-discrimination-problem-4752828/) of workers experience age discrimination. Additionally, 32% of workers fear getting fired because of their age.

All businesses should have it as their primary goal to promote a diverse and inclusive workforce. The best way to enact that change is by creating a mentoring program with people already in the business.

A mentoring program teaches people in a company or organization how they can learn from each other and grow together and share knowledge and experiences. But more on the benefits of mentoring in the next section.

* * *

## **The Many Benefits of Mentoring for Diversity and Inclusion**

There are numerous benefits of mentoring for diversity and inclusion:

- Mentees can hear new ideas and different ways of thinking.
- Mentees can also get advice that comes from the expertise and experience of inclusion barriers.
- Guiding new employees through their development and behavioral goals.
- Creating a culture of personal and professional growth.
- Developing high-performing workers on an equitable level.
    

A mentoring program allows all sides to move from theoretical diversity training experience to using it in practice. The only way to truly change a behavior is to apply it in practice. It’s often not enough to just understand how that behavior works in theory.

Also, mentoring can help change the work culture in a profound yet subtle way for both the mentor and mentee. The mentee can share their challenges in the workplace, and the mentor can help bring change due to their connection with people who can remove barriers.

A mentoring program can promote a diversity-accepting culture far beyond the formal training program. Mentees often become mentors to others. They model the experience they had and transfer it to other employees.

* * *

## **The Power of Mentoring Relationships**

Mentoring relationships are often [powerful.](https://mentorlyblog.co/http-mentorlyblog-co-community-news/3-famous-mentoring-relationships/) The mentor develops a long-lasting commitment to the mentee. The process supports commitment to inclusive behaviors and diversity and enhances decision-making activities.

During this mentorship program, you’ll support your workforce into being better leaders, developing skills and knowledge, and allowing them to approach diversity and inclusion in an authentic way.

You can use a mentorship program to identify new talent while fostering an organization’s growth culture and inclusive leadership.

* * *

## **Mentorly – The All-Around Solution for Effective Mentorship**

Every organization should invest in long-term mentoring for diversity and inclusion to become a staple of all relationships inside that organization. In other words, the first steps toward mentoring investment can get you a long way. But it’s not all that simple.

Organizing a successful [mentoring program](https://mentorlyblog.co/http-mentorlyblog-co-mentorly-news/how-to-a-guide-to-starting-your-own-mentorship-program/) takes time. Doing the task manually often means getting lost in the notes, goals, and structure. That’s why more businesses have started to rely on mentoring software for assistance.

We are here to help! Since you’ve made the wise choice to be supported by Mentorly, we are your go-to tool to connect and empower your people on many levels. Our software can help create, manage, and track mentorship sessions in an easy-to-use and intuitive interface. Use your unique branding, create an account in seconds, integrate the tool with your business software, find numerous mentorship resources, and more.

For more support on shaping your program, contact support@mentorly.co.


Highlighting the benefits of mentorship on diversity and inclusion.

The Link Between Diversity and Inclusion and Effective Mentorship


Une fois que vous avez rejoint votre session d'appel vidéo, vous pouvez contrôler votre microphone, votre caméra, le partage de votre écran et d'autres paramètres avec la barre de paramètres située en bas de votre écran.

Vous pouvez en savoir plus sur les boutons spécifiques en consultant notre article [Rejoindre votre session d'appel vidéo.](https://help.mentorly.co/fr/articles/5253706-rejoindre-votre-seance-d-appel-video)

* * *

![](/images/help/articles/video-call-features-1.gif)

# **Fonction de réaction**

Pour montrer votre engagement tout au long de la réunion, nous vous suggérons d'utiliser notre fonction de réactions.

Lorsque vous cliquez sur l'icône de la main, vous pouvez envoyer à l'autre utilisateur des applaudissements, des "okay", un sourire, un gif et bien plus encore.

* * *

# **Fonction Partage d'écran**

![](/images/help/articles/video-call-features-2.gif)

Le partage de votre écran lors d'une réunion permet aux autres participants de voir ce qui se trouve sur votre écran. Cette fonction est utile dans les cas où vous devez partager un jeu de diapositives Powerpoint, guider un autre utilisateur sur un site Web ou partager tout autre contenu visible sur votre ordinateur.

Vous pouvez choisir de partager la totalité de votre écran, une fenêtre (navigateur) ou un onglet.

Pour partager votre écran,

1.  Cliquez sur l'icône de l'écran à côté de l'icône de la caméra.

2.  Choisissez si vous souhaitez partager votre écran entier, une fenêtre ou un onglet.


3.  Une fois que vous avez choisi ce que vous voulez partager, cliquez sur **Partager**.

4.  Pour arrêter le partage, cliquez sur arrêter le partage.

* * *


![](/images/help/articles/video-call-features-3.gif)

# **Salles de discussion**

En tant que modérateurs des sessions vidéo, les mentors peuvent créer des salles de pause pendant les sessions. Ils peuvent créer autant de salles que nécessaire et envoyer les utilisateurs dans des salles séparées. Le mentor a également la possibilité de rejoindre et de supprimer les salles, ainsi que de retirer un individu d'une salle.

## Voici comment procéder :

1.  Un utilisateur doit lever sa main en cliquant sur l'icône de la main. Le modérateur peut également lever sa propre main.

2.  Cliquez sur l'icône de la main jaune en haut de la session vidéo.

3.  Un onglet sur le côté droit de la session apparaîtra avec tous les participants. Cliquez sur "Add breakout room" pour ajouter des salles si nécessaire.

![](/images/help/articles/video-call-features-4.gif)

4.  Une fois que le modérateur a créé les salles de réunion, il peut passer la souris sur le nom du participant et cliquer sur les **trois points** à côté de son nom pour envoyer l'utilisateur dans la salle de réunion souhaitée. L'animateur peut également effectuer une recherche par le nom du participant dans le champ "Rechercher des participants".

5.  Pour renvoyer les participants dans la salle principale, survolez le nom de l'utilisateur et cliquez sur les trois points à côté de son nom, puis cliquez sur "Envoyer les participants vers".

## Pour supprimer une salle de réunion :


![](/images/help/articles/video-call-features-5.jpg)

1.  Passez la souris à côté de la salle de pause que vous souhaitez supprimer. Trois points apparaissent à côté d'elle et cliquez sur "Supprimer".

Bon à savoir : Le mentor est défini comme un modérateur par défaut, mais il peut également donner des droits de modération.

Bon à savoir : Un modérateur peut également rejoindre une salle de réunion en passant la souris sur la salle de réunion qu'il souhaite rejoindre et en cliquant sur Rejoindre.

* * *

## **Chat**


Vous pouvez chatter avec votre mentoré ou votre mentor en cliquant sur l'icône de la bulle de message dans le coin supérieur droit de votre écran.

Bon à savoir : L'historique de votre chat est enregistré avec le mentoré/mentor dans vos messages.

Bon à savoir : Vous pouvez télécharger un fichier sur le chat en cliquant sur l'icône en forme de trombone.

* * *

# **Autres actions**

Lorsque vous cliquez sur les trois points de la barre d'outils, vous obtenez d'autres actions étonnantes.

Vous pouvez choisir d'avoir des sous-titres, de partager un lien vidéo ou un fichier audio.

Vous pouvez également choisir parmi de nombreuses options d'arrière-plan.

![](/images/help/articles/video-call-features-6.png)

Dans l'onglet "Paramètres", vous pouvez voir et modifier différents paramètres de votre appel vidéo.

1.  Vous pouvez voir les paramètres de vos appareils (microphone, vidéo, etc.) dans l'onglet **Appareils**

2.  Vous pouvez modifier votre nom d'affichage dans l'onglet **Profile**

3.  Modifier les paramètres du modérateur dans l'onglet **Modérateur**

4.  Modifier les notifications dans l'onglet **sons**

5.  Vous pouvez modifier les raccourcis clavier, les notifications de messages et la langue de la session vidéo dans l'onglet **Plus**.

* * *


![](/images/help/articles/video-call-features-7.jpg)

* * *

##   
Self View  

Are you having trouble seeing yourself in a video call?  

It's possible that you may have accidentally hidden your self-view. Don't worry, this can be easily fixed by following these steps:

1.  Look for the "Three dots" icon in the video call window.

2.  Click on the "Settings" option.

3.  Click on "More" to expand the options.

4.  Check if the "Hide Self-view" option is turned on or off. If it is on, click to turn it off.


Once you've done this, you should be able to see yourself again during the video call, and use your "Toggle Tile View" to change your video view settings (either you and your mentor side by side, or you in the bottom corner),  

Remember, if you want to see yourself, make sure the "Hide Self-view" option is turned off.  


![](/images/help/articles/video-call-features-8.png)



**Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Cet article vous informe sur certaines fonctionnalités importantes dont vous disposez lors de votre session d'appel vidéo.

Fonctionnalités de l'appel vidéo


Having a video session on Mentorly allows you to have a truly interactive experience with your mentor/mentee and we've made it even easier for you to interact with each other.

Once you've joined your video call session

You can control your microphone, camera, sharing your screen and other settings with the settings bar located at the bottom of your screen.

![](/images/help/articles/video-call-features-1.gif)

You can learn more about all the buttons by visiting our [Joining your Video Call Session](/en/help/for-all/joining-your-video-call-session) article.

* * *

## Screen Sharing

Sharing your screen in a meeting **allows others in the meeting to see what is on your screen**. This is useful in cases where you need to share a Powerpoint slide deck, guide another user through a website, or otherwise share content visible on your computer.

You can choose to share your entire screen, window (browser) or a tab.

![](/images/help/articles/video-call-features-2.gif)

To share your screen:

1.  Click on the screen icon next to the camera icon
    
2.  Choose if you'd like to share your entire screen, window or a tab
    
3.  Once you choose what to share, click on **share**
    
4.  To stop sharing click on **stop sharing.**
    

* * *

## Chat

You can **chat** with your mentee or mentor by clicking on the message bubble icon in the upper right-hand corner of your screen.  


![](/images/help/articles/video-call-features-3.gif)

**Good to know:** Your chat history is saved with the mentee/mentor in your messages.

**Good to know**: You can upload a file to the chat by clicking on the paperclip icon.

* * *

## Reactions feature

To show your engagement throughout the meeting, we suggest using our reactions feature.

When you click on the hand icon, you can send the other user a clap, thumbs up, smile a gif and so much more.

![](/images/help/articles/video-call-features-4.gif)

* * *

## **Breakout Rooms:**

As moderators in video sessions, mentors can create breakout rooms during the sessions. They can create as many breakout rooms as needed and send users to separate rooms. The mentor also has the option to join & delete the rooms, as well as remove an individual from a room.  


![](/images/help/articles/video-call-features-5.jpg)

**Here’s how:**

1.  A user needs to raise their hand by clicking on the hand icon. The moderator can raise their own hand as well.
    
2.  Click on the yellow hand icon at the top of the video session
    
3.  A tab on the right-hand side of the session will appear with all the participants. Click on **Add breakout room** to add rooms as needed.
    
4.  Once the moderator has created the breakout rooms, they can hover over the participant's name and click on the three dots beside their name to send the user to the desired breakout room. The moderator can also search by the participant's name in the **Search Participants** box.
    

To send the participants back to the main room, hover next to the user's name and click on the three dots beside their name, then click on "Send participants to".

**To delete a breakout room:**

Hover next to the breakout room you would like to remove. Three dots will appear next to it and click on **remove**.

**Good to know:** The mentor is set as a moderator by default but can give moderator rights as well.

**Good to know:** A moderator can also join a breakout room by hovering over the breakout room they wish to join and can click on **Join**.

* * *

## More Actions

When you click the three dots on the tool bar, you can select more actions.

![](/images/help/articles/video-call-features-6.png)

You can choose to have subtitles, share a video link or an audio. You have numerous background options to select from as well.

In the settings tab, you can see and modify different settings during your video call.

1.  You can see your devices (microphone, video, etc.) settings in the **Devices** tab
    
2.  You can edit your display name in the **Profile** tab
    
3.  Change the moderator settings in **Moderator** tab
    
4.  Edit notifications in the **sounds** tab
    
5.  You can edit keyboard shortcuts, message notifications and video session language on the **more** tab.
    

![](/images/help/articles/video-call-features-7.jpg)

* * *

##   
Self View  
  
Are you having trouble seeing yourself in a video call?  
  
It's possible that you may have accidentally hidden your self-view. Don't worry, this can be easily fixed by following these steps:

1.  Look for the "Three dots" icon in the video call window.
    
2.  Click on the "Settings" option.
    
3.  Click on "More" to expand the options.
    
4.  Check if the "Hide Self-view" option is turned on or off. If it is on, click to turn it off.
    

Once you've done this, you should be able to see yourself again during the video call, and use your "Toggle Tile View" to change your video view settings (either you and your mentor side by side, or you in the bottom corner),  
  
Remember, if you want to see yourself, make sure the "Hide Self-view" option is turned off.  


![](/images/help/articles/video-call-features-8.png)

  
  
**Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


This article focuses on some useful features you have during your video call session

Video Call Features


Communicating through announcements can improve engagement, help save time and keep you connected with the users of your program.

We also have a cool new feature that makes setting up a program even easier!

![](/images/help/articles/the-best-ways-to-save-you-time-1.jpg)

## Announcements: A Time Saver

While managing your program, you're likely familiar with creating new conversations from your **Program Dashboard**. These messages become an ongoing thread sent to all members in the conversation, and each member can reply in this thread - which is great for group discussions!

But - as we all know - a message thread can become overwhelming especially if you just want to send tips, reminders, or share a general message.

**That’s where announcements come in!**

Announcements allow you to send read-only messages to a group of users. You can use this feature to keep your members engaged in the program, offer mentorship tips or session-conversation prompts, and even send attachments.

The announcement feature saves you a great amount of time from doing the work manually. Even better, you can curate the list of recipients by specific group, cohort, tags and even status!

## Here's how to send an announcement:

1\. Go to your **Messaging** tab from the **Program Dashboard** and click on the paper and pencil icon.

2\. Click on **New Announcement**

3\. You can either choose to individually enter each member's name in the 'To:' field, or filter and bulk-select from the **Members** tab

![](/images/help/articles/the-best-ways-to-save-you-time-2.jpg)

4\. **OR** from the **Members** tab, you're able to sort and combine filters by each mentor/mentee, cohorts, tags, status, and more - talk about a time saver!

![](/images/help/articles/the-best-ways-to-save-you-time-3.jpg)

For more help with creating an announcement, visit our [Announcements article.](/en/help/program-manager-guides/announcements)

**Good to know:** By selecting a new announcement, if a member chooses to reply, their message will only be sent to and seen by you, the program manager.

![](/images/help/articles/the-best-ways-to-save-you-time-4.jpg)

## Setting Up Your Sector/Industries

When setting up your mentorship program, Mentorly’s aim is to make those steps a breeze. Our new Sector/Industries feature lets you customize the list of sectors or industries, and areas of expertise to best represent your program's membership.

This list is important when mentees or mentors are completing their profiles - as they choose from this list to best reflect their experience

From the **Program** tab, sectors/industries can be added or edited, and areas of expertise can be added to each discipline.

![](/images/help/articles/the-best-ways-to-save-you-time-5.jpg)

**Good to know:** We strongly don’t recommend modifying the list once a program/members have already onboarded. As this affects onboarded users.

To learn more about navigating the new feature, check out our [Setting Up Your Program](/en/help/program-manager-guides/setting-up-your-program#h_0b745586b2) article.

To keep up to date with all of our new features or updates you can visit our [portal](https://mentorly.productboard.com/entity-detail/features/15331647).

![](/images/help/articles/the-best-ways-to-save-you-time-6.jpg)

## Looking to start a new mentorship program?

[Plans & Features](/en/help/faq/mentorly-s-plans-and-features)

Check out our [plans and features](https://mentorly.co/en/pricing) to learn about the number of programs your plan allows or reach out to a support team member to discuss further.

![](/images/help/articles/the-best-ways-to-save-you-time-7.jpg)

## Have any questions or need any assistance?

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the Help tab found on your personal dashboard and clicking Go to Live Chat.

## Happy mentorship!


The best ways to save you time


1.  [Tip No. 1- Set Expectations](#tip-no-1-set-expectations)
    
2.  [Tip No. 2-Take an Interest in your Mentee](#tip-no-2-take-an-interest-in-your-mentee)
    
3.  [Tip No. 3-Keep Building Trust](#tip-no-3-keep-building-trust)
    
4.  [Tip No. 4-Engage in Active Listening](#tip-no-4-engage-in-active-listening)
    
5.  Tip No. 5-Provide Resources
    
6.  [Tip No. 6-Celebrate Success](#tip-no-6-celebrate-success)
    
7.  [Work on Mentorship Relations](#work-on-mentorship-relations)
    

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-1.png)

People tend to enter mentorship relationships once they’re comfortable with each other’s goals. But is that always enough to guarantee a successful mentorship relationship? It’s not because being a mentor implies a connection more profound than someone might have with their business coach or teacher.

To succeed as a mentor, you must learn to outline your journey and shape the relationship in such a way that it’s helpful and validating for both sides. To offer assistance towards this end, the following six tips will aim to help you create successful relationships guaranteed to give both parties what they seek.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-2.jpg)

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-3.png)

## **Tip No. 1 – Set Expectations**

Figuring out what you and your mentees want from a mentorship relationship is easy enough. But what comes next requires more effort.

The first tip to shaping a successful mentorship relationship is [setting expectations](/en/help/for-mentees/how-to-set-an-agenda-for-your-session). You must set expectations right from the start because each relationship is unique. You should understand what the mentee wants to determine if you’re the best mentor for the job. It’s your duty to acknowledge if you’re ready to commit and if the mentee is up for entering a mentorship with you.

Discuss and set a time limit and figure out the frequency at which you should meet. Settle the metrics you’ll use going forward to measure the quality of the relationship and success. Determine how involved you should be and if your mentee wants or needs a hands-on mentor.

Maybe you take a step back and intervene less frequently. You won’t know until you clarify the situation. Clear communication is key when setting expectations and the most professional way to approach building a successful mentorship relationship.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-4.png)

## **Tip No. 2 – Take an Interest in Your Mentee**

Of course, every mentor is invested in making their mentees successful, yet that’s not always enough. One of the secrets to nurturing successful relationships with a mentee is taking a genuine interest in them as people. Knowing a mentee on a more personal level will allow you to give much better advice.

Remember that being a mentor is different from being a life coach or a business coach. Genuinely knowing and understanding your mentees is crucial for building a strong relationship. It’s easy to figure out someone’s dream job or preferred lifestyle, but a true mentor wants to know about the things that make them who they are.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-5.png)

## **Tip No. 3 – Keep Building Trust**

Even if a mentorship relationship starts out well, it can hit some speed bumps along the way. Earning trust is one thing but maintaining and building more trust is different. Successful mentorship occurs when you can maintain a safe environment for your mentee because the safer they feel, the more they’ll voice their concerns, issues, challenges, and opinions.

Helping people is about getting them to be open, transparent, and genuine when communicating with you. You don’t want them to tiptoe around deep issues! Therefore, you should never stop building trust. Sometimes you might have to say something your mentees won’t like to hear. It could be imperative for their personal and professional growth.

You can only do that in a safe environment with trust and transparency.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-6.png)

## **Tip No. 4 – Engage in Active Listening**

[Active listening](/en/help/mentors/mentoring-tips) is such an essential skill for a mentor. Flexing this muscle gives you a deeper understanding of your mentee. You make them realize that you’re listening, hearing, and learning about what makes them tick by listening before you speak, reading between the lines, and considering body language cues.

Focus on clarifying everything your mentee shares. The clearer the message, the easier it is for you to relate, formulate better responses, and steer your mentee in the right direction. It’s vital for a successful mentorship relationship, as, without it, you could be missing the point of what your mentee tries to tell you. And there isn’t a long way to go from that to offering bad advice.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-7.png)

## **Tip No. 5 – Provide Resources**

[Communication](/en/help/mentorship-resources/conversation-prompts-and-questions) and sharing your own experiences and wisdom aren’t the only ways to help a mentee be successful. To make the most out of the relationship, you must provide resources the mentee can use to grow. It could be making introductions with people in their field, signing up a mentee for a new project, especially if you work together, maybe it’s new reading material, or taking them through a hypothetical scenario.

Find resources that provide context and align with the goals and expectations set at the beginning of your relationship. You could even send your mentee on a quest to do their own research to uncover relevant and valuable information.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-8.png)

## **Tip No. 6 – Celebrate Successes**

You’ll find that mentorship relationships have different stages of success. Many achievements will happen along the way before your mentee reaches the level of success indicated at the start of your relationship, and as a mentor, you must be there every step of the way.

Make your mentees aware of small achievements and successes as they happen. They might be so caught up with the experience they won’t notice all the smaller positive results. Celebrate those successes and use them as opportunities to show your approval, validate mentees, make them see the value of the relationship, and push them harder to reach their main objective. This behavior is enough to satisfy their need for validation and your own psychological desire for recognition.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-9.png)

## **You Have to Work on Mentorship Relations, Not Make Assumptions**

Mentoring is more of a calling than a task, job, or profession. But oversimplifying it won’t do you any favors. As noble as being a mentor can be, mentorship takes work as much as having passion and wanting to help. But you also need enough time to commit and take an interest in your mentee.

There must also be something in it for you, a benefit of some sort, to motivate you. Mentorship is always a two-way street, a relationship not that different from dating. Thus, it takes work and planning to ensure you and your mentee are on the same page and heading in the right direction.

![](/images/help/articles/how-to-shape-a-successful-mentorship-relationship-10.png)

# **Suggested Articles**

Check out our article on [Mentorly: The Best Fit for Mentorship](/en/help/mentors/mentoring-tips)

Learn more about [Active Listening](/en/help/mentors/how-to-be-a-better-mentor-the-secrets-to-active-listening)


In this article, we share amazing tips on how to build a successful mentorship relationship.

How to Shape a Successful Mentorship Relationship


1.  [Knowledge and Encouragement](#knowledge-and-encouragement)
    
2.  [Goal Setting and Accountability](#goal-setting-and-accountability)
    
3.  [Mentor Fulfillment](#mentor-fulfillment)
    
4.  [Organizational Benefits](#organizational-benefits)
    
5.  [Network Expansion](#network-expansion)
    
6.  [Trust and Constructive Feedback](#trust-and-constructive-feedback)
    
7.  [Early Mentorship Can Broaden your Horizon](#early-mentorship-can-broaden-your-horizon)
    

![](/images/help/articles/the-advantages-of-professional-mentorship-1.jpg)

Mentorship is quickly becoming one of the most important relationships people can enter to make the most out of their personal and professional journeys. It offers tremendous benefits for both parties and can help them extend their networks, grow as people, and find fulfillment faster.

A proper understanding of the advantages of professional mentorship should make it easier to decide whether to become a mentee or to mentor someone in the workplace.

![](/images/help/articles/the-advantages-of-professional-mentorship-2.jpg)

## **Knowledge and Encouragement**

![](/images/help/articles/the-advantages-of-professional-mentorship-3.jpg)

A mentor acts as a knowledge source equipped with crucial information and insights in a particular niche. Such understanding of how to develop useful skills and perform tasks can help mentees improve themselves quicker than going through months or years of trial and error. But a mentor doesn’t just offer guidance. They provide ongoing encouragement.

Learning to develop skills from an experienced mentor can help mentees progress faster than peers who don’t have guidance. But even professional assistance and mentorship in the workplace won’t prevent the occasional struggles. Some goals are harder to reach than others, and mentees can still experience a loss of confidence. However, mentors are there to provide support and encouragement, instill confidence in mentees, and keep pushing them to accomplish what they set out to achieve.

![](/images/help/articles/the-advantages-of-professional-mentorship-4.jpg)

## **Goal Setting and Accountability**

Setting goals can be harder than many people believe, especially when they don’t have a long history of doing it correctly. Professional mentorship enables mentees to visualize specific and realistic goals and create a blueprint for how to succeed. Mentors intervene to clarify the process of goal setting and help focus mentees on creating the right goals and a system to track and measure progress.

Furthermore, mentorship creates the perfect environment for accountability. Setting goals is one aspect of achieving one’s personal or professional desires. Sticking to the plan, putting in the work even when it’s difficult, and staying focused are the elements that matter the most. This is where mentorship is beneficial.

A mentor is in the perfect position to keep a mentee accountable, focused, and true to their priorities based on the goals they set. Mentors can intervene directly or maintain accountability passively, knowing that their presence and guidance serve as extra motivation for the mentee to do the work, improve, and succeed!

![](/images/help/articles/the-advantages-of-professional-mentorship-5.jpg)

## **Mentor Fulfillment**

![](/images/help/articles/the-advantages-of-professional-mentorship-6.jpg)

It’s easy to assume that a mentorship relationship benefits only mentees. In reality, professional mentorship in the workplace is advantageous for all stakeholders in a company. Teaching and guiding a mentee pushes mentors to develop new skills, hone existing skills, and become even better at what they do.

A great example of this is [active listening](/en/help/mentors/mentoring-tips), which is a key ingredient to a successful mentorship relationship. Working with one or more mentees puts mentors in a position to develop active listening skills so they can offer the best advice.

In addition, sharing knowledge and helping someone else succeed does a lot for a mentor’s self-worth. Fulfillment through teaching is a powerful motivator and can create a deeper sense of purpose or responsibility, especially for someone who has already achieved a lot in their career.

![](/images/help/articles/the-advantages-of-professional-mentorship-7.jpg)

## **Organizational Benefits**

A successful mentorship relationship can positively affect entities existing outside this relationship. For example, companies with mentorship programs benefit from having their more experienced members teach and guide newer talent. The faster someone develops in their role and learns vital skills, the quicker they can add value to the company.

Emphasizing mentorship in a professional environment also sends a strong message from the leadership to other employees. It says that the company values the development of its employees and is willing to invest time and resources to make everyone perform better.

This should help with employee retention and minimize turnover while simultaneously improving the efficiency of any talent acquisition efforts. Any company with a strong focus on career development and mentorship is an attractive workplace for new and highly qualified employees.

![](/images/help/articles/the-advantages-of-professional-mentorship-8.jpg)

## **Network Expansion**

![](/images/help/articles/the-advantages-of-professional-mentorship-9.jpg)

Making connections is one of the best ways to learn new skills, discover lucrative opportunities, and reach goals that once seemed impossible. No one can do everything independently, and working with people with complementary skills and knowledge is the quickest way to overcome obstacles and get the desired results.

Mentors can introduce mentees to the right people in their fields, connect them with experts, and create opportunities to further their growth and skill development.

A strong network of experts can be a priceless tool for career advancement. That’s why mentees must [pick a mentor](/en/help/for-mentees/finding-a-mentor-and-booking-a-session) with experience in their niche. They will have both the knowledge and connections to guide and assist the mentee in their development and ensure consistent progress toward their goals.

Besides, as mentees gain more connections, they become new connections themselves for their mentors, helping them expand their network with skilled individuals.

![](/images/help/articles/the-advantages-of-professional-mentorship-10.jpg)

## **Trust and Constructive Feedback**

The give-and-take nature of an open mentorship relationship helps build trust between the mentor and mentee. This can give mentees more peace of mind about their career trajectory and encourage them to accept guidance. Moreover, having someone to trust can instill more confidence and make it easier to set ambitious goals and tackle complex obstacles.

Trust facilitates more constructive feedback. Of course, mentors must encourage their mentees and keep them motivated. Yet trust and open communication leave plenty of room for constructive feedback. Mentors who earn the trust of their mentees can get their messages across more easily, say the tough things that mentees might not like to hear, and ensure the guidance registers with the mentee. This is a great way to uncover weaknesses and turn them into strengths.

![](/images/help/articles/the-advantages-of-professional-mentorship-11.jpg)

## **Early Mentorship Can Broaden Your Horizon**

There’s no right or wrong time to enter a mentorship relationship. Everyone has their own reasons for needing a mentor or wanting to share their knowledge and develop more interpersonal and leadership skills. But given its numerous advantages, enlisting in a mentorship program sooner than later can help fast-track one’s social, personal, and professional development, opening new doors and creating more opportunities.

![](/images/help/articles/the-advantages-of-professional-mentorship-12.jpg)

## **Suggested Articles**

Learn to [Plan an Effective Mentorship Session](/en/help/mentors/planning-an-effective-mentorship-session)

Check out our article on [Getting Started with Mentorly](/en/help/for-all/getting-started-with-mentorly)


Find out how beneficial professional mentorship can be as this article breaks down very interesting points.

The Advantages of Professional Mentorship


1.  [Perceived Vulnerability](#perceived-vulnerability)
    
2.  [The of Not Reciprocating](#the-of-not-reciprocating)
    
3.  [Refusal Fuels Negative Emotions](#refusal-fuels-negative-emotions)
    
4.  [Admitting to Not Having the Answers Is A Sign of Strength](#admitting-to-not-having-the-answers-is-a-sign-of-strength)
    

![](/images/help/articles/asking-for-help-why-is-it-so-hard-1.jpg)

Some people may go their entire lives without improving certain skills or solving various issues because of the premium they put on self-reliance. **Asking for help doesn’t come naturally to humans - in a professional setting, this becomes even harder due to how we think we are perceived by others.**

But public perception should matter very little when trying to achieve more in life, solve issues within yourself, and grow as a person. Just because the masses see some things in a certain way doesn’t make a view correct. And generally speaking, three things might be keeping you from seeking help, entering a successful mentorship relationship or reaching your goals.

![](/images/help/articles/asking-for-help-why-is-it-so-hard-2.png)

## **Perceived Vulnerability**

How many times have you considered asking for help but never followed through? It happens to everyone at least once, especially in a work environment, because people are hardwired to be self-reliant. That makes it difficult to ask for help as it induces a feeling of vulnerability.

Yet perceived vulnerability is different from being vulnerable. Vulnerability has a negative connotation that’s constantly fueled by the masses. In reality, it can be a sign of strength, even more so because of its perceived negative aura. It takes plenty of strength to reach out to someone and ask for support or simply admit you don’t hold all the answers.

Besides, receiving help when you ask for it could be the key to solving your problem. As you implement the solution, you learn. Learning makes you stronger!

Perhaps you excel at many things socially and professionally, but you’ve decided to switch careers. You need someone to guide you through uncharted territory. That can make you appear vulnerable but certainly not weak. And believe it or not, vulnerability is more than okay, especially if you’re in a leadership position.

**Being honest about your limitations and asking for help are signs that you desire continuous improvement.** It’s a more revered attitude than being closed off from everyone else and preaching self-reliance when someone two feet away can offer their expertise.

![](/images/help/articles/asking-for-help-why-is-it-so-hard-3.png)

## **The Fear of Not Reciprocating**

It’s human nature to expect something in return when we provide a service, lend a hand, or offer some advice. It might not be the best human trait, but it’s one we all share. Despite many of us trying our hardest to suppress the behavior, you’ll find others proudly putting it on display and not even trying to hide it.

But the fear of expectation is another reason many people never ask for help. Imagine having someone willing to help you overcome a problem and are even glad to offer guidance and assistance. One of the thoughts that might enter your head is that they will expect something in return.

It may not happen now, tomorrow, or even next week, but eventually, they might want something. Perhaps you can’t return the favor or lack the expertise to assist them now or even further down the line. This mindset problem leads people to believe asking for help will make them seem vulnerable and weak.

Yet here’s **something you probably didn’t consider: People take pleasure in helping!** There’s a lot of satisfaction in knowing you’ve helped someone get better or succeed. It’s especially true when the person asking for help makes it easy and is committed to accepting help and guidance.

Asking for help doesn’t make you weak or a burden. In fact, it gives you a chance to succeed and opens the door for someone to bask in your success, improve their own standing among peers, and even elevate their self-worth.

![](/images/help/articles/asking-for-help-why-is-it-so-hard-4.png)

## **Refusal Fuels Negative Emotions**

Another big scary thought is the idea that someone might reject your request: you need help and muster up the courage to ask for it, only to hear the word no. It can be a daunting experience, especially if coming from a position of perceived vulnerability and weakness.

But here’s the issue… Why make that assumption in the first place? There’s no reason to reinforce and fuel negative emotions with hypotheticals. **More people than you think take pleasure in helping and do it without expecting something in return.** That’s reason enough alone to take a chance and ask for help.

What’s the worst that can happen if someone refuses? **A negative response isn’t a negative reflection on yourself**. Instead of clinging to the word no, try doing something else like telling yourself that the answer didn’t offend and communicating to that person that you appreciate their time.

Move on to someone else and remember that people don’t just refuse to help because they don’t want to -some of them can’t. Perhaps you asked for help from someone lacking the expertise to assist, or that person didn’t have enough time to commit to seeing you through the process.

Hearing the word ‘no’ isn’t the same as being rejected. Therefore, it doesn’t have to come from a negative place or make you feel weak or vulnerable in whatever way you perceive vulnerability. Overcoming these skewed perceptions is easier to do if you keep reflecting and reminding yourself of the times you experienced joy by helping others. **There are others out there like you, and it’s only a matter of finding the right person for the job.**

![](/images/help/articles/asking-for-help-why-is-it-so-hard-5.png)

## **Admitting to Not Having the Answers Is a Sign of Strength**

The biggest step you can take towards growing is to allow yourself to be vulnerable. The reason being is that the social perception of vulnerability is skewed from what it really means. Someone vulnerable and open about their shortcomings is a person with a desire to improve or the type of individual who doesn’t want to hold others back out of fear of how people might view them.

Ten out of ten people who ask for help will learn, grow, and achieve more than those worried about appearances rather than real substance.

![](/images/help/articles/asking-for-help-why-is-it-so-hard-6.png)

## **Suggested Articles**

Check out our article on [Finding a Mentor and Booking a Session](/en/help/for-mentees/finding-a-mentor-and-booking-a-session).

You can also learn how to [Make the Most of Mentorship.](/en/help/mentors/making-the-most-of-mentorship)


Jump into this article to learn about the fear of asking for help and how to overcome it for a better mentorship journey.

Asking for Help: Why Is It So Hard?


1.  [Passive vs. Active Listening](#passive-vs-active-listening)
    
2.  [Five Key Secrets to Active Listening](#five-key-secrets-to-active-listening)
    

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-1.png)

Starting a new mentorship may feel rocky at times - you or your mentee might sense that something’s off. You can’t always put your finger on it, but it just doesn’t seem to gel. Of course, not all mentors can guide everyone, but there’s always room to improve as a better mentor for your mentee.

Sometimes, the problem can be easily fixed by simply learning to listen better, and that’s where active listening comes in. It’s a simple concept to understand, yet also easy to get wrong if you don’t know its secrets.

Here’s what active listening is and the five key elements you must get right to achieve better results for your mentees.

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-2.png)

## **Passive vs. Active Listening**

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-3.jpg)

Not all listening techniques are equal or accomplish the same thing. When you started mentoring, passive listening was probably your go-to strategy. But it’s not really more effective than just hearing what your mentee has to say - here’s why.

When we engage in passive listening, we’re not reacting. Sure, we allow others to speak without interrupting them, but are you really paying attention? You’re probably not as attentive as you think you are because you can’t properly register the message being conveyed to you.

Unfortunately, communication can’t be a one-way street, and understanding someone takes more than hearing their words. This is where active listening comes in.

**Active listening is a two-way communication strategy where you convey that you understand what your mentee is trying to say.**

At the same time, you’re paying attention to more than words to contextualize and process the message. Doing this will make the conversation more genuine, build trust, and create a more comfortable environment for the mentee where they can open up and experience new realizations.

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-4.png)

# **Here are five key secrets to active listening that will make you a better mentor.**  

## **1\. Paying Attention**

Active listening works best when you give your mentee **your undivided attention and take in their message.** You’ll want to maintain eye contact and pay attention to your mentee’s body language and avoid preparing a rebuttal or conversing with a third party - even when you’re in a group mentorship session and someone might be trying to get your attention.

Acknowledging the messages conveyed through both non-verbal and verbal communication is a crucial part of active listening and will provide more insight into your mentee.

## **2\. Show You’re Listening**

Two-way communication strategies require some back and forth. But how do you do that if you’re supposed to give your undivided attention and allow your mentee to share their story uninterrupted? **You can use body language like nodding, smiling, and various other gestures and facial expressions as indicators to demonstrate that you’re listening to what a person is saying.**

**Adopt an inviting posture** and avoid crossing your arms to help your mentee open up. Occasionally, you can throw in verbal comments like “aha,” “carry on,” “yes,” and others to show you’re listening without interrupting the message. You can accomplish a lot with the faintest gesture and a brief verbal comment without interrupting the mentee’s train of thought.

## **3\. Defer Judgment**

You might not always agree with your mentee, and there’s nothing wrong with offering a different perspective or advice - it’s inevitable! But you can still do it in a constructive manner by deferring judgment until such a time when it’s appropriate.

You have to **pick the right moment to intervene** in a conversation and share your thoughts. At no point should you do it while your mentee is talking and sharing something. That may work in casual conversations, but you’re a mentor. Your goal is to provide value!

With that in mind, **avoid interrupting the speaker**. For one, it’s a frustrating act. Secondly, it may prevent you from hearing and understanding the complete message. Keep any counter arguments until it’s your turn to speak or the other person asks you to interject.

## **4\. Offer Feedback**

Don’t be afraid to offer feedback even if you don’t fully understand the message. Active listening is a skill you must master, and it takes time. However, if you’re unsure what you took from your mentee’s story, reflect back on the message, perhaps by **paraphrasing and asking for clarification on points that confuse or elude you.**

Only then will you be ready to provide feedback at a high level, as a mentor should. This is a particularly sound strategy if you have a tendency to respond emotionally to what someone might have to say. It’ll help you **keep an open mind, clarify the message, and give you a chance to provide better feedback** without going off-topic.

## **5\. Formulate Appropriate Responses**

Remember your goal and duty as a mentor: You’ll be taking someone under your wing to guide, teach, and nurture. That’s the opposite of putting them down or attacking their opinions. Your mentees want to be understood before you offer your help and expertise.

It’s crucial to **be open and honest with your responses**. But whatever opinion you share, you must do it respectfully. Don’t make assumptions about how a person wants to be treated. Don’t treat others how you would like to be treated because you believe it’s the best way.

Take your cues from active listening and hear what the other person is conveying with oral and non-verbal communication. Whether they want to or not, they’ll give you clues on how they like to be treated and spoken to, and you can use that information to respond appropriately.

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-5.png)

## **It’s All About Two-Way Communication**

Five simple adjustments to your active listening strategy will make you a master of this skill and a better mentor. You must show you’re listening, pay close attention to all verbal and body language cues, postpone judgment, offer feedback, and come up with appropriate responses, but most importantly, you should keep in mind what active listening is all about.

This means turning communication with your mentee into a two-way street. This allows you to truly hear what the other person has to say, so you can come up with helpful responses. Simultaneously, it lets the other person know that you’re really focused, listening, and understanding the message. It’s an invaluable assurance that they’re not wasting time and you’re actually there to help.

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-6.png)

# **Suggested Articles**

Check out our article on [getting started with Mentorly.](/en/help/for-all/getting-started-with-mentorly)

Mentors are you ready to start your sessions? [Add availability](/en/help/for-mentors/adding-availability) to your calendar.

![](/images/help/articles/how-to-be-a-better-mentor-the-secrets-to-active-listening-7.png)

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the Help tab found on your personal dashboard and clicking Go to Live Chat.


This article focuses on tips to be an active listener during your mentoring session.

How to Be a Better Mentor: the Secrets to Active Listening


Voici quelques astuces pour tirer le meilleur parti des sessions et du temps et de l'expertise précieux des mentores:

![](/images/help/articles/making-the-most-of-mentorship-1.png)

**1\. Comprendre vos désirs et vos besoins**

Une fois que vous êtes prêt·e à réserver une session avec un·e mentor·e spécifique, vous aurez tous deux besoin d'une feuille de route pour tirer le meilleur parti du temps passé ensemble.

Bien qu'un agenda puisse sembler excessif, c'est un excellent moyen de communiquer clairement ce que vous attendez de votre mentor·e, en vous assurant de faire passer tous vos points importants.

* * *


**2\. Établissez un agenda pour votre session**  

Voici un plan de session simple pour vous aider à démarrer :

-   **Session d'une heure (60 minutes)**  

    Introductions - 10 min.  

    Objectif à long terme et objectif de la session - 5 min.  

    Bilan de la situation actuelle - 5 min.  

    Problèmes et/ou craintes - 10 min.  
    Efforts/essais antérieurs - 10 min.  
    Questions - 15 min.  
    Devoirs et discussion d'une session de suivi - 5 min.
Vous pouvez inclure votre agenda lors de la réservation de la session et/ou le partager via la boîte de réception une fois que vous avez réservé votre session. Non seulement vous vous sentirez mieux préparé·e pour votre appel vidéo, mais votre mentor·e appréciera grandement le temps et l'attention que vous consacrerez à la clarification de vos besoins, ce qui ne pourra que l'aider à vous aider PLUS !
* * *
**3\. Profitez de la boîte de réception**


Si vous avez eu une session, une boîte de réception entre vous et votre mentor·e a automatiquement été créée. C'est un excellent moyen 1) de poser de brèves questions de suivi et 2) d'organiser votre prochaine session ensemble.

Si votre mentor·e a une disponibilité limitée et ne peut toujours répondre aux questions envoyées par boîte de réception, il est préférable de réserver une deuxième session avec lui ou elle.

De plus, pendant vos sessions, saviez-vous que vous avez accès au « chat » et que tous vos échanges et notes seront sauvegardés directement dans votre boîte de réception !

* * *

**4\. Faites un suivi**

Le mentorat est une voie à double sens. Bien que votre mentor·e vous suive, il ou elle investit beaucoup de temps et de réflexion et apprécierait grandement d'être tenu au courant de temps à autre de votre situation et de l'avancement de votre travail.

Le lien entre un·e mentor et un·e mentoré est très spécial et mérite d'être entretenu au fil du temps.

![](/images/help/articles/making-the-most-of-mentorship-2.png)

# More resources for mentorship:

Check out [our conversation prompts and questions](/en/help/mentorship-resources/conversation-prompts-and-questions) for your next session.


Conseils pour une meilleure expérience mentorale pour les mentorés.

Profitez le plus du mentorat!


Here are a few steadfast ways to make the most of sessions and mentors' precious time and expertise.

![](/images/help/articles/making-the-most-of-mentorship-1.png)

1.  [Understand your wants and needs](#understand-your-wants-and-needs)
    
2.  [Set an agenda for your session](#set-an-agenda-for-your-session)
    
3.  [Take advantage of Messaging tab](#take-advantage-of-messaging-tab)
    
4.  [Follow up](#follow-up)
    

* * *

## Understand your wants and needs

Once you're ready to book a session with a mentor, you'll both need a roadmap to make the most of your time together. While an agenda may seem like overkill, it's a great way to clearly communicate what you need from your mentor, making sure to get all of your important points across.

## Set an agenda for your session

Here's a simple session outline to get you started:

**1 Hour Session (60 minutes)**

- Introductions - 10 min.
- Long term objective and session objective - 5 min.
- Current situation check-in - 5 min.
- Problems and/or fears - 10 min.
- Previous efforts/trials - 10 min.
- Questions - 15 min.
- Homework and scheduling a follow-up session - 5 min.
    

You can include this upon booking and/or share it via your Messaging tab once you've booked your session. Not only will you feel more prepared for your video call, but your mentor will greatly appreciate the time and consideration you put into clarifying your needs, which will only help them help you MORE!

## Take advantage of Messaging tab

If you've had a session, a message thread between you and your mentor has automatically been created. This is a great way to 1) ask any brief follow up questions you may have and 2) schedule your next session together. If your mentor has limited availability to answer your inbox questions, it may be best to book a second session with them.

Also, during your sessions, you can chat and all of your exchanges and notes will be saved straight to your inbox - so all of your communication stays in one place!

## Follow up

Mentorship is a two-way street. While your mentor will follow your lead, they invest a lot of time and thought into you and would greatly appreciate an update from time to time to know how you're doing and how work is progressing.

The bond between a mentor and a mentee is a very special one, worth nurturing over time.

![](/images/help/articles/making-the-most-of-mentorship-2.png)

# More resources for mentorship:

Check out [our conversation prompts and questions](/en/help/mentorship-resources/conversation-prompts-and-questions) for your next session.


Tips for an improved mentorship experience for mentees

Making the Most of Mentorship


Le mentorat peut ressembler parfois au « dating » – ce n'est pas toujours un match parfait!  

Par contre, nous pouvons vous aider à réussir votre jumelage avec les astuces suivantes...

![](/images/help/articles/mentoring-tips-1.png)

## 1\. Préparez votre session à l'avance

Les mentorés viennent vers vous pour recevoir des conseils, alors préparez-vous à l'avance en consultant attentivement leur message de présentation et en explorant le matériel ou les liens qui accompagnaient leur demande, le cas échéant. Prenez des notes et inscrivez les questions qui vous semblent pertinentes pour structurer la conversation. Cela montrera à votre mentoré l'impression que vous êtes à l'écoute de ses besoins et établira un ton positif pour la durée de l'entretien.

## 2\. Écoutez activement et attentivement

C'est probablement la principale qualité à posséder! Il est essentiel d'être bien concentré pour comprendre ce qui se dit, réagir sincèrement et enfin, vous souvenir de ce qui a été dit. Nous sentons souvent le besoin de réfuter ou de partager immédiatement une expérience semblable, mais nous passons parfois à côté de l'essentiel.

Un bon truc est de répéter ce que vous croyez avoir compris d'un échange. Soit vous tomberez pile, soit votre mentoré essaiera de préciser sa pensée si elle a été mal comprise. L'écoute active exige essentiellement que vous soyez bien conscient de vos aptitudes à communiquer. Grâce à votre langage corporel, vous pourrez établir un lien de confiance avec votre mentoré et laisser émerger l'excellent mentor.e qui sommeille en vous!

## 3\. Prenez beaucoup de notes

Cela va de soi! Bien des choses peuvent être dites au cours d'une session d'une heure, alors assurez-vous d'avoir un stylo et du papier à portée de main. Conservez ces notes pour les sessions à venir.

## 4\. Les présentations doivent être brèves et il faut aller droit au but

Bien que chaque session dure 30 minutes ou 1 heure, vous voudrez maximiser le temps que vous passez ensemble. Nous suggérons de limiter à cinq minutes les présentations puis de plonger immédiatement dans le vif du sujet.

Il est recommandé, pour faciliter la transition en cours de session, d'établir une liste précise des points à discuter et des questions à soulever en fonction des attentes exprimées par votre mentoré. De cette façon, vous vous assurez dès le départ d'être sur la même longueur d'onde et, dans le cas contraire, vous avez des repères pour relancer la discussion.

## 5\. Soyez flexible, patient et respectueux

Avant le début de la session vous avez probablement défini votre plan d'attaque et dressé une liste de sujets que vous désirez absolument aborder avec votre mentoré. Bien que cela indique que vous êtes bien préparé et désireux de lui venir en aide, n'oubliez pas que c'est à votre mentoré de décider des orientations que prendra la conversation. Soyez patient, respectueux des besoins exprimés et suivez le courant!

## 6\. Partagez votre optimisme

*V*otre mentoré peut se tourner vers vous avec des objectifs et des ambitions parfois démesurés. Bien que vous vouliez demeurer réaliste dans vos conseils quant aux occasions qui se présentent et aux contraintes qui existent, faites attention de ne pas dévaloriser les opinions de votre mentoré et d'étouffer ses rêves.

Offrez-lui ou elle plutôt des conseils qui pourront rehausser sa compréhension des enjeux et des outils qui lui ou la permettront de progresser concrètement vers l'atteinte de ses objectifs.

## 7\. Accordez de l'importance à la personnalité plutôt qu'à la compétence

Le mentorat, c'est plus que de transmettre une liste de connaissances à cocher. Bien sûr, il est important que votre mentoré possède certaines aptitudes pour accomplir certaines tâches spécifiques ou mener à terme un projet, mais en tant que mentor, vous devez également percevoir les traits de caractère qui permettront à votre mentoré de réussir et d'aborder son travail de manière équilibrée, tels que patience, curiosité, sens de l'exploration, indulgence et persévérance.

## 8\. Sachez quand relancer la conversation dans une autre direction

La conversation et l'échange avec *v*otre mentoré ne se déroulent pas comme prévu? Interrogez votre mentoré sur ses projets est une bonne façon de réorienter la discussion. Voyez s'il ou elle a besoin de rétroaction pour mener son projet à terme et poursuivez l'échange à partir de là.

## 9\. Terminez sur une note positive

Vers la fin de la session, un compte à rebours amical apparaîtra à l'écran pour vous indiquer combien de temps il vous reste pour conclure.

Si la session a été bonne, ne vous gênez surtout pas pour le dire! Donner du « feedback » est important pour les deux parties. N'hésitez pas à demander à votre mentoré s'il ou elle a apprécié votre échange et s'il ou elle a des propositions à faire pour vous aider à vous améliorer.

En conclusion, n'oubliez pas de donner des commentaires positifs et des encouragements à votre mentoré. Si vous désirez suivre son parcours ou être informé de sa progression, dites-le lui clairement!

If you had a great session, say it! Feedback is really important both for yourself as a mentor and your mentee. Don't be shy to ask how you did or if you could have improved in any wa*y* and definitely provide some positive feedback and words of encouragement to your mentee.

If you'd like to follow up with them down the line, let them know!  


![](/images/help/articles/mentoring-tips-2.png)

# More resources for mentorship:

Find out why Mentorly is [the best fit for mentorship](/en/help/program-manager/mentorly-the-best-fit-for-mentorship).


Conseils pratiques de mentorat


Mentorship can often resemble dating - it's not always a perfect match!

Thankfully, we've assembled a few practical tips to help you develop a strong relationship with your mentee and make the most of your sessions together.

![](/images/help/articles/mentoring-tips-1.png)

## 1\. Come prepared

Prepare yourself in advance by jotting down some notes and any questions *y*ou may have to guide structure the conversation. When your mentee booked with you, they'll have included an intro message so you'll have an idea of what they'd like to discuss during your session together.

## 2\. Practice active listening

This is probably the most important muscle to flex as a mentor! It's essential that you remain focused on what your mentee is communicating to you, to ensure you properly understand what is being said and implied.

We often feel the need to jump in and relate a thought or experience and sometimes even negate what we hear, but we may be missing the point. A good tip is to repeat what you think you understood from the exchange. Either you will have understood correctly or your mentee will try to clarify himself or herself.

Active listening essentially requires that you be aware of your communication skills and to be empathetic to the situation. Even your body language is key, so make sure to nod and face your mentee straight on with arms uncrossed. This way, you'll be able to establish a bond of trust with your mentee and let the excellent mentor within you emerge!

## 3\. Take lots of notes

This almost goes without saying: A lot can be said in an hour-long session, so be sure you have a trusty pen and paper on standby. Hold onto these notes should you like to remember what was said during your session with your mentee and track their progress.

## 4\. Keep introductions short and dive right in

Even though you have 30 minutes to an hour to talk, you'll want to make the most of your time together. We suggest you take at most 5 minutes to introduce yourselves then jump right into the meat of the conversation.

A handy way to transition is to ask your mentee how they would like to use their session, what they would like to discuss, and bring up some questions or thoughts you have after reading their introduction message sent prior to your session together.

## 5\. Be flexible, patient, and respectful

Going into your session with your mentee, you'll likely have a bunch of questions you'd like to ask them after reading their first message. That means you're well prepared, which is excellent!

However, this may also set expectations. Remember that your mentee should lead the session and this can take all sorts of twists and turns. A little flexibility and patience on your part will go a long way to making your mentee feel at ease, a win-win for both of you!

## 6\. Express optimism, not cynicism

Your mentee may come to you with very lofty goals and ambitions. While you may want to provide them with a realistic view of their industry, of its opportunities and limitations, be careful not to immediately shut down your mentee's opinions or dreams.

Instead, provide valuable insight that can help broaden their understanding and give them tools that will help them concretely build towards their goals.

## 7\. Value character over competency

Mentoring is more than imparting skill-based knowledge or checking off a list. Sure, it's important for your mentee to be aware of certain skills required for a specific task or project, but as a mentor, you should also privilege character traits that will help your mentee achieve a more well-rounded approach to their work, such as patience, curiosity, exploration, forgiveness and perseverance.

## 8\. Know when to move the conversation along

If general conversation and career guidance aren't flowing naturally, asking about your mentee's specific projects is a great way to go. See if they need any feedback to help move their project forward and go from there.

## 9\. End on a high note

Towards the end of your session, a friendly countdown will appear to indicate the amount of time you have to wrap things up.

If you had a great session, say it! Feedback is really important both for yourself as a mentor and your mentee. Don't be shy to ask how you did or if you could have improved in any wa*y* and definitely provide some positive feedback and words of encouragement to your mentee.

If you'd like to follow up with them down the line, let them know!  


![](/images/help/articles/mentoring-tips-2.png)

# More resources for mentorship:

Find out why Mentorly is [the best fit for mentorship](/en/help/program-manager/mentorly-the-best-fit-for-mentorship).


Here are our best tips for being a mentor.

Mentoring tips


# **Bienvenue sur Mentorly !**

Nous sommes une solution dédiée qui prend en charge et structure tous vos besoins de mentorat - Mentorly a tout ce dont vous avez besoin pour le mentorat, le tout en un seul endroit !

En plus de cela, nous permettons également à votre gestionnaire de programme de mieux vous soutenir tout au long du programme, afin que vos besoins de mentorat soient satisfaits et comblés.

# Plongeons-nous dans tout ce que Mentorly a à vous offrir, votre gestionnaire de programme, et le mentorat en général!

* * *

# **Mentorat : n'importe où, n'importe quand !**


Alors que nous continuons à évoluer vers un monde convivial à distance, Mentorly vise à rendre le mentorat accessible à tous, n'importe où, n'importe quand.

Nous savons que les horaires peuvent être chargés et peuvent changer en un rien de temps - c'est pourquoi nous permettons aux mentors de contrôler totalement la disponibilité dont ils disposent pour le mentorat.
À partir de l' **onglet Calendrier** de leur tableau de bord personnel, les mentors peuvent soit modifier, ajouter ou supprimer des créneaux horaires à tout moment, selon leur horaires, ou ils peuvent intégrer leur calendrier existant (Outlook) afin qu'ils n'aient qu'un seul calendrier à gérer au quotidien.

Lorsqu'il est temps d'assister à une session, un mentoré ou un mentor n'a pas à chercher plus loin que son **onglet Sessions** - où il rejoint une conférence vidéo hébergée sur la plateforme Mentorly. Les sessions en ligne offrent la possibilité de participer de n'importe où dans le monde - tant que vous disposez d'une bonne connexion Internet.

Dans un appel vidéo ou depuis votre tableau de bord personnel, vous pouvez envoyer un message à votre mentor ou mentoré à tout moment. La meilleure partie est que peu importe d'où vous leur envoyez des messages, tous vos messages sont synchronisés dans un fil de discussion - vous n'avez donc pas besoin de rechercher les messages partout!

## Des calendriers aux appels vidéo, Mentorly permet au mentorat d'être flexible et pratique afin que les mentors et les mentorés puissent se rencontrer en ligne au moment qui leur convient le mieux.

* * *

# **Au-delà du 'Watercooler'**

Que votre programme soit hébergé par votre entreprise ou votre organisation, le mentorat consiste à établir des liens avec un impact durable et à apprendre les méthodes les plus efficaces de croissance et de progrès.

C'est pourquoi Mentorly permet aux mentors et aux mentorés de rencontrer facilement d'autres personnes au-delà de leur cercle habituel de relations, qu'il s'agisse de collègues dans les cabines à côté d'eux ou autour de la fontaine d'eau du bureau, ou de visages familiers lors de conférences de réseautage.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-1.jpg)

Les responsables de programme peuvent créer des correspondances basées sur la compatibilité entre un mentor et un mentoré - votre meilleure compatibilité pour le mentorat peut être quelqu'un que vous n'avez jamais rencontré auparavant, mais grâce à **Smart Matching de Mentorly**, cette connexion est faite pour vous!

Avec la page **Mentors de chaque programme** , les mentorés ont encore plus de flexibilité et d'opportunités pour explorer tous les mentors à leur disposition dans le cadre du programme.

Recherche par mots-clés, filtrage par secteur ou industrie - tous les outils dont vous avez besoin pour trouver un mentor qui vous convient et qui correspond à vos besoins de mentorat!

## Ce système de mentorat virtuel que Mentorly permet et soutient peut ouvrir de nouvelles possibilités, des connexions et de nouvelles perspectives pour les mentors et les mentorés.

* * *

# **Abordabilité et accessibilité**

Souvent, il y a un obstacle psychologique à la recherche d'un mentorat - cela peut être une expérience intimidante ou accablante pour n'importe qui. C'est pourquoi Mentorly pense que l'apaisement de ces angoisses est souvent la première étape pour bénéficier d'un mentorat programme.

Avant de réserver une session, non seulement les mentorés peuvent consulter **le profil d'un mentor** pour lire leur message de bienvenue, en savoir plus sur eux et leur expérience, mais ils peuvent également choisir de **communiquer** avec leur mentor. En rendant le mentor accessible, cela aide à briser la glace de cette première rencontre initiale.


![](/images/help/articles/mentorly-the-best-fit-for-mentorship-2.png)

Permettre aux mentors de définir leur propre **disponibilité pour le mentorat**, cela crée un espace accueillant et ouvert pour qu'un mentoré puisse réserver une session, sans avoir l'impression d'empiéter sur l'horaire chargé d'un mentor.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-3.png)

La plateforme de Mentorly est conçue pour encourager un mentorat accessible - nos outils sont conçus pour rendre cela possible, qu'il s'agisse de consulter un profil, d'envoyer un message ou de réserver une session à partir des plages horaires disponibles.

## L'accessibilité et l'accessibilité inspirent la confiance, qui sont autant d'éléments nécessaires entre un mentor et un mentoré pour une relation de mentorat authentique.

* * *

# **L'expertise à portée de main**

Chez Mentorly, nous sommes les experts du mentorat - et nous partageons tout ce que nous savons pour que vous puissiez l'être aussi!

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-4.jpg)

Notre [centre d'aide](https://intercom.help/mentorly/fr/collections/807636-membre-de-programme) organisé a tous les articles dont vous avez besoin pour réussir. Non seulement nous avons des articles qui vous guident dans l'utilisation de Mentorly, mais nous avons des articles qui offrent des suggestions et des conseils utiles pour tirer le meilleur parti du mentorat, comment établir un programme pour une session et nos meilleurs conseils pour les mentors et les mentorés.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-5.jpg)

* * *

# **Gestionnaires de programme : les aider, a vous aider**

Créer et gérer un programme de mentorat est plus complexe que vous ne le pensez, mais Mentorly vous facilite la tâche!

En utilisant la plateforme de Mentorly, les responsables de programme peuvent **personnaliser et gérer leur programme de mentorat** de A à Z, le tout dans le but d'en faire l'expérience la plus bénéfique pour les mentors et les mentorés

Du **Smart Matching** aux s**essions de mentorat dirigées par des mentorés**, les responsables de programme peuvent se reposer facilement de tous les tracas liés à la création de jumelages et à la planification de sessions. Avec tout le temps qu'ils gagnent, ils peuvent se concentrer sur les résultats et l'impact du programme - en s'assurant que les mentors et les mentorés bénéficient de tous les avantages du mentorat.

Non seulement ils peuvent facilement gérer tous les membres à partir de leur propre tableau de bord, mais en un clic, les responsables de programme peuvent **envoyer un message** aux membres d'un programme, soit pour partager des informations, des ressources ou des conseils utiles.

Lorsque les sessions sont réservées sur Mentorly, les responsables de programme ont accès à toutes **les données et aux rapports** pour aider à suivre et à gérer l'engagement.

Le travail d'un gestionnaire de programme consiste à organiser et à gérer son programme de mentorat, et les outils et la plate-forme de Mentorly les responsabilisent et les préparent au succès. Lorsqu'un programme ou gestionnaire de programme réussit, il y a une réaction en chaîne pour les mentors et les mentorés - tout le monde en profite!

* * *

# **Prêt à commencer votre parcours de mentorat?**

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-6.jpg)

Consultez [cet article](https://intercom.help/mentorly/fr/articles/5373662-demarrer-avec-mentorly) pour savoir comment configurer votre profil et quelles sont vos prochaines étapes.

Not only can they easily manage all members from their own dashboard, but with a click of a button, program managers can **message** members of a program, to either share information, resources or helpful tips.

When sessions are booked on Mentorly, program managers have access to all the **data and reporting** to help track and manage engagement.

A program manager's job is to curate and manage their mentorship program, and Mentorly's tools and platform empowers and sets them up for success. When a program or program manager is successful, it has a chain reaction for mentors and mentees - everyone benefits!

* * *

# Ready to get your mentorship journey started?

Check out [this article](/en/help/for-all/getting-started-with-mentorly) on how to set up your profile and what your next steps are.


Découvrez pourquoi Mentorly fait partie intégrante de votre expérience de mentorat.

Mentorly: la meilleure solution pour le mentorat


1.  [Welcome to Mentorly!](#welcome-to-mentorly)
    
2.  [Mentorship: Anywhere, anytime!](#mentorship-anywhere-anytime)
    
3.  [Beyond the 'watercooler'](#beyond-the-watercooler)
    
4.  [Approachability & Accessibility](#approachability-and-accessibility)
    
5.  [Expertise at your fingertips](#expertise-at-your-fingertips)
    
6.  [Program Managers: helping them, help you](#program-managers-helping-them-help-you)
    

* * *

# Welcome to Mentorly!

We're a dedicated solution that supports and structures all of your mentorship needs - Mentorly has everything you need for mentorship, all in one place!

On top of that, we also enable your Program Manager to better support you throughout the program, so your mentorship needs are met and fulfilled.

## Let's dive into everything that Mentorly has to offer you, your program manager, and mentorship in general!

* * *

# Mentorship: Anywhere, anytime!

As we continue to move into a remote-friendly world, Mentorly is all about making mentorship accessible to anyone, anywhere, anytime.

We know that schedules can be busy and can change on a dime - which is why we allow Mentors to be in full control of the availability they have for mentoring. From the **Calendar** tab on their own personal dashboard, mentors can edit, add or delete time slots whenever they need to, according to their schedules, or they can integrate their existing calendar (Outlook) so that they only have one calendar to manage on a daily basis.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-1.jpg)

When it's time to attend a session, a mentee or mentor has to look no further than their **Sessions** tab - where they join a video conference call that's hosted on the Mentorly platform. Online sessions offers the opportunity to join from anywhere in the world - as long as you have good internet connection.

In a video call or from your personal dashboard, you can **message** your mentor or mentee at any time. The best part is no matter where you message them from, all of your messages are synced in one discussion thread - so no need to chase down any stray messages!

## From calendars to video calls, Mentorly makes it easy for mentorship to be flexible and convenient so that mentors and mentees can meet online at a time that suits them best.

* * *

# Beyond the 'Watercooler'

Whether your program is hosted by your company or organization, mentorship is all about making connections with long-lasting impact and learning the most effective methods of growth and progress.

That's why Mentorly makes it easy for mentors and mentees to meet other beyond their usual circle of connections, whether that be fellow colleagues in the cubicles beside them or around the office watercooler, or familiar faces at networking conferences.

Program Managers can create matches based on the compatibility between a mentor and a mentee - your best compatibility match for mentorship may be someone you've never met before, but thanks to **Mentorly's Smart Matching**, that connection is made for you!  


![](/images/help/articles/mentorly-the-best-fit-for-mentorship-2.png)

With each program's **Mentors** page, mentees have even more flexibility and opportunity to explore all mentors available to them through the program. Searching by keywords, filtering by sector or industry - all the tools you need to find a mentor that suits you and your mentorship needs!

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-3.png)

## This system of virtual mentorship that Mentorly enables and supports can open up new possibilities, connections and fresh perspectives for mentors and mentees alike.

* * *

# Approachability and Accessibility

Seeking mentorship is no easy task - it can be a daunting or overwhelming experience for anyone. That's why Mentorly believes that easing those anxieties is often the first step in benefiting from a mentorship program.

Before booking a session, not only can mentees review a **mentor's profile** to learn more about them and their experience, but they can also choose to **message** with their mentor. By making the mentor accessible, this helps breaks the ice of that first initial meeting.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-4.jpg)

Allowing mentors to set their own **availability for mentoring**, this creates a welcoming and open space for a mentee to book a session, without feeling like they're intruding on a mentor's busy schedule.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-5.jpg)

Mentorly's platform is designed for encouraging approachable mentorship - our tools are geared towards making that possible, whether it be viewing a profile, sending a message or booking a session from available timeslots.

## Approachability and accessibility inspires trust, which are all necessary elements between a mentor and mentee for an authentic mentoring relationship.

* * *

# Expertise at your fingertips

At Mentorly, we’re the experts on mentorship - and we’re sharing everything we know so that you can be too!

Our curated [Help Center](/en/help) has all the articles you need to succeed. Not only do we have articles that guide you through using Mentorly, we have articles that offer helpful suggestions about getting the most out of mentorship, how to set an agenda for a session, and our best tips for mentors and mentees.

* * *

# Program Managers: helping them, help you

Creating and managing a mentorship program is more complex than you'd think, but Mentorly makes it easy!

By using Mentorly's platform, program managers can **customize and manage their mentorship program** from A to Z, all in the goal of making it the most beneficial experience for mentors and mentees.

![](/images/help/articles/mentorly-the-best-fit-for-mentorship-6.jpg)

From **Smart Matching** to **mentee-led mentor sessions**, program managers can rest easy from all the hassle that comes from creating matches and scheduling sessions. With all the time they save, they can focus on the results and impact of the program - making sure mentors and mentees are getting all the benefits of mentorship.

Not only can they easily manage all members from their own dashboard, but with a click of a button, program managers can **message** members of a program, to either share information, resources or helpful tips.

When sessions are booked on Mentorly, program managers have access to all the **data and reporting** to help track and manage engagement.

A program manager's job is to curate and manage their mentorship program, and Mentorly's tools and platform empowers and sets them up for success. When a program or program manager is successful, it has a chain reaction for mentors and mentees - everyone benefits!

* * *

# Ready to get your mentorship journey started?

Check out [this article](/en/help/for-all/getting-started-with-mentorly) on how to set up your profile and what your next steps are.


We have everything you need for mentorship, all in one place! Find out why Mentorly is integral to your mentorship experience.

Mentorly: The Best Fit for Mentorship


1.  [Planning your session](#planning-your-session)
    
2.  [Agendas Simplified](#agendas-simplified)
    
3.  [Conversation Prompts for Mentees](#conversation-prompts-for-mentees)
    
4.  [Conversation Prompts for Mentors](#conversation-prompts-for-mentors)
    

![](/images/help/articles/planning-an-effective-mentorship-session-1.png)

## **Planning your Session**

Not everyone knows what to expect when going into a mentorship meeting - this applies to both mentees and mentors. Each video call is different from the last, and time is of the essence.

For that reason, creating an agenda is critical for both parties involved because they should understand exactly what they want to discuss, accomplish, learn, and prepare for the next session. Creating and managing agendas isn’t always a straightforward process, which is why we’re here to help!

![](/images/help/articles/planning-an-effective-mentorship-session-2.png)

## **Agendas Simplified**

Perhaps you’re unsure how to make an agenda because you don’t know where to start or how it should look once completed. An agenda generally contains a list encompassing topics and talking points, as well as action items or activities to go over during a meeting. When you book a session with your mentor, you’re asked to list a few things you’d like to cover during your session.

Check out our [Setting an Agenda for your Session article](/en/help/mentorship-resources/setting-an-agenda-for-your-session) to learn more.

![](/images/help/articles/planning-an-effective-mentorship-session-3.jpg)

Agendas are often used in mentorship relationships to maximize each mentor and mentee meeting and get better results by presenting a plan for staying on topic, not wasting time, and clearly outlining the scope of each meeting.

But remember that a mentorship relationship, especially a successful one, rests on the shoulders of two-way communication. Therefore, you’ll want to focus on using conversation prompts to outline the meeting as clearly as possible.

![](/images/help/articles/planning-an-effective-mentorship-session-4.png)

# Conversation Prompts for Mentees

![](/images/help/articles/planning-an-effective-mentorship-session-5.jpg)

As a mentee, you might need some reassurance that you’re talking to the right mentor. A large part of a successful mentorship relationship is about surrendering some control to your mentor and opening up about various issues. This is easy to do with some carefully selected conversation prompts. You can find a list of conversation prompts and questions in our [Conversation Prompts article.](/en/help/mentorship-resources/conversation-prompts-and-questions)

## **Bonding-Oriented or Discovery Prompts**

Although initial meetings should clearly establish goals and roles, it’s not a bad idea to have constant reminders of both the differences and similarities.

One topic of discussion for the agenda could be the mentor’s personal journey. Something as simple as “tell me more about yourself” is a conversation prompt used in many meetings to learn a bit more with every session.

Getting closer to a mentor requires sharing. You’ll likely tell them a lot about your past experiences and perceived strengths and weaknesses but will want to hear something similar in return to ensure you’re on the same page and have something relatable in common.

## **Goal-Oriented Prompts**

You can also talk about new skills you want to acquire and hone, or about goals you may have in your personal life or professional career. This will help mentors understand what you’re looking to achieve in each meeting.

## **Feedback-Oriented Prompts**

Since the whole point of mentorship is to get an outside perspective and preferably expertise and guidance to grow, you’ll likely want some feedback too. Instead of listing a bunch of virtues and flaws, ask the mentor what they believe are your strengths and weaknesses.

This will provide you with insight into yourself, a chance to reflect on your experiences, and indicate whether the mentor is actively listening. By clearly outlining your goals and finding common ground, the feedback will be more relevant to the scope of the meeting instead of generic advice.

## **Optional Update Prompts**

If this isn’t your first mentorship meeting, you’ve likely worked on your growth since the previous session, and it won’t hurt to carve some time out of the meeting to discuss anything new that’s happened. You can present new challenges, mention accomplishments, and anything else that ties into the overarching agenda topic of discussion.

![](/images/help/articles/planning-an-effective-mentorship-session-6.png)

# Conversation Prompts for Mentors

Mentors can take charge during meetings, but that happens very rarely. Mentorship relationships are most successful when the mentor adopts an active listener role, doesn’t interrupt, and focuses on fully understanding the message before replying. Therefore, agenda conversation prompts can look a bit different for mentors.

## **Edification-Oriented Prompts**

If you’re uncertain about the quality of your advice, make sure you understand the message. A simple “Here’s what I’m hearing” followed by a “but is that what you’re trying to say?” are powerful conversation prompts that indicate you’re wary of giving feedback and advice until you’re absolutely clear about what the mentee is trying to say.

## **Own Experience Prompts**

Based on what you know about a mentee, only some of your own experiences and parts of your journey may apply to their situation. Unless you’re two peas in a pod, you want to use your knowledge and insight into the mentee to prepare some personal experiences to share that they might draw valuable information from.

## **Get Feedback on the Session**

Don’t be afraid to ask the mentee how they feel the relationship is progressing. Save mentorship-oriented feedback conversation prompts for the end of the meeting. These should be further down on the agenda and will help create better meeting agendas moving forward.

## **Validation Prompts**

If a mentee shares recent successes, they do it because they seek validation. Mentors should celebrate wins, even small ones, to give the mentees a real sense of progressing in the right direction by using validation-oriented conversation prompts.

## **Personal Insight Prompts**

Many mentees will talk exclusively about their professional lives, goals, and challenges, but avoid going deep into themselves as people. Yet mentorship relationships work when the mentor takes a genuine interest in the mentee as a person.

Learning about what makes them tick strengthens the bond and makes both parties more involved and committed to the process. Asking about their lives or how professional challenges might have impacted their social interactions can yield relevant information.

Since mentees are unlikely to willingly offer this information or could be oblivious to its value, it’s up to mentors, to you, to dig a bit deeper. These conversations show a more vested interest, foster trust, and open up new possibilities for offering assistance.

## **Planning, Openness, and Clarity Are Keys to Successful Mentorship Meetings**

![](/images/help/articles/planning-an-effective-mentorship-session-7.jpg)

Mentors and mentees can meet a few times a week or only once a month -but even the lowest session frequency can produce amazing results if the meetings are carefully planned. Mentees should be open and structure their agenda around their most important conversation topics while aiming to achieve at least one minor goal per section.

Mentors must curate their agenda around conversation prompts that clarify the mentee’s message, so they can offer the best advice in a specific scenario.

If you can get these things right every time, each mentorship session will go smoothly and accomplish far more than a discussion with no clear topic or end in sight.

![](/images/help/articles/planning-an-effective-mentorship-session-8.png)

## **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


This article talks about how to effectively plan for your mentorship session. We also share different conversation prompts.

Planning an Effective Mentorship Session


![](/images/help/articles/the-science-of-giving-back-why-mentoring-will-make-you-happier-1.jpg)

There are many reasons to become a mentor. This noble and healthy path can add value to people’s lives and have a therapeutic effect on the mentor. Giving back can do more good for you than you realize, and here are some examples to prove that mentoring will make you happier.

![](/images/help/articles/the-science-of-giving-back-why-mentoring-will-make-you-happier-2.png)

## **It Decreases Stress**

Volunteering, giving practical help, or even providing someone with emotional support can make you happier yourself. Volunteer work has been associated with health benefits for a very long time. That’s because it goes a long way toward [decreasing stress](https://www.tandfonline.com/doi/full/10.1080/07448481.2015.1015028).

Focusing your attention on someone else and improving their lives is what mentoring is all about. It just so happens it will likely improve your overall health. At the very least, it will help alleviate stress - which helps keep your serotonin levels within optimal ranges and make you feel happier.

![](/images/help/articles/the-science-of-giving-back-why-mentoring-will-make-you-happier-3.png)

## **It Improves Social Connections**

Mentoring is all about giving, but it’s far from a one-way experience. Mentorship is a partnership, and it involves back-and-forth communication. This kind of cooperation and collaboration can create a deep social connection between mentors and mentees.

Your exchanges become the basis of instilling a sense of trust in each other. The more you trust someone, the closer you get. As you earn their trust in response, your social interactions quickly improve, creating a strong social connection based on positive collaboration.

This is essential for good mental health. Mental health, positive social interactions, and earning trust have all been associated with a sense of satisfaction and accomplishment.

![](/images/help/articles/the-science-of-giving-back-why-mentoring-will-make-you-happier-4.png)

## **It Makes You More Successful**

Giving back is usually rewarded, and that’s why many mentors are successful. The simple act of [giving](https://journals.sagepub.com/doi/full/10.1177/0963721413512503#ref-15) something of yourself or sharing your experience will bring you more success. Whether you’re directly rewarded by someone you help or others is irrelevant - your success ultimately comes from an increased desire to improve yourself so you can benefit your mentees even more.

## **It’s a Validating Experience**

What else can you do to improve yourself? Mentoring is an excellent answer! **Being a mentor allows you to guide someone on their own path toward success.** You can foster another person’s sense of validation and self-worth and improve their life.

Doing that says a lot about your impact, experience, and personality and shows that your success can come from your mentee’s success. Their validation can be your validation and mark of approval that you’ve done something great. It’s one of the easiest ways to feel validated and happier about who you are and what you do.

## **You Learn More About Yourself**

Looking at your experiences objectively is one of the most difficult things you can do. Some go their entire lives without seeing the past in a different light. But what if you could do that consistently? Just imagine how many moments and experiences have shaped you into the person you are today.

Mentoring can be an exercise in self-discovery. Using your experiences to teach and guide others means sharing your experiences. Doing it out loud and not with the express purpose of self-reflection can help you see things more objectively.

Likewise, you might re-evaluate memories that should’ve had a more significant impact on your character.

It’s one of the many ways you can reshape your perception of self and gain valuable insight into what makes you tick. Think of it as getting out of your headspace for a while and learning what truly makes you happy.

![](/images/help/articles/the-science-of-giving-back-why-mentoring-will-make-you-happier-5.png)

## **You Keep Improving**

Sometimes happiness is hindered by a sense of stagnation. After spending years knowing there’s more to do, a sense of stagnation can quickly affect your happiness levels.

Mentoring is a [development process](https://link.springer.com/article/10.1007/s10956-009-9180-4), as much for you as it is for your mentees. As a mentor, you keep working on your communication skills, you learn new things about yourself, and you get to master active [listening](/en/help/faq/how-to-build-an-impactful-mentorship-program).

You can polish your leadership abilities and increase your emotional intelligence. Mentoring others to succeed in their fields constantly boosts your own reputation and develops your capacity to provide useful feedback. As it stands, **mentoring is one of the few ways to keep pushing your limits and notching up new achievements.** If achievements make you happy, mentoring will make you happy!

![](/images/help/articles/the-science-of-giving-back-why-mentoring-will-make-you-happier-6.png)

## **Suggested Articles**

Check out our article on **Making the Best of Mentorship**


Dive into this article to see why mentoring boosts happiness and the benefits that comes with mentorship.

The Science of Giving Back: Why Mentoring Will Make You Happier


We all know the incredible benefits of receiving mentorship - but we also know that sometimes people need an extra push to getting that mentorship.

That's why this month we're sharing some of our best conversation prompts so that you can share them with your program. We're also pulling back the curtains on every plan's features and limitations!

What are we waiting for? Let's get to it!

![](/images/help/articles/conversation-prompts-and-plan-features-explained-1.png)

# **Help get the conversation started...**

Whether your mentees are matched with a compatible mentor or your mentees are searching for mentors that suit their needs, they might not know where to start the conversation.

Seeking mentorship can be overwhelming and nerve-wracking - offering some guidance to your mentees (or mentors!) can help normalize the experience and make mentees feel more at ease or comfortable with booking a session with a mentor.

Conversation prompts are a great way to offer that guidance and help mentees engage with mentors. By selecting 2-3 on a biweekly basis and communicating that to your program, this can help boost engagement.

Here are a few helpful conversation prompts:

- What was the career path that led you to your current position?
- What values drive your actions?
- What lessons have you learned from your successes and failures?
- What are the most memorable mistakes you have made?
    

## Want to send members of your program some conversation prompts?

It’s quick and easy - it should only take a few minutes of your time!

1.  From the program dashboard, go to your **Messaging** tab, click the **New Message icon**, and then select **‘Announcement’**.
    
2.  Choose what members you’d like to send the announcement to - you can filter by mentees or mentors, specific sector/industry, or even tags!
    
3.  Once you have your intended audience, write an encouraging message to remind them to book and provide your preferred conversation prompts.
    
4.  Hit send!
    

![](/images/help/articles/conversation-prompts-and-plan-features-explained-2.jpg)

**Good to know:** If a recipient of your announcement replies, it won’t start a group chat with the entire recipient list - their message will go directly to you!

Learn more about announcements [here](/en/help/program-manager-guides/announcements), and here are different tips on [how mentees can make the most out of mentorship](/en/help/mentors/making-the-most-of-mentorship).

![](/images/help/articles/conversation-prompts-and-plan-features-explained-3.png)

# **Plans and Features**

At Mentorly, we have five types of plans that each have their own included features and limitations:  
Teams, Teams +, Pro, Enterprise and Enterprise White Label.

If you feel like your mentorship program's success is being hindered by the type of plan you have - whether that be the amount of users or your matching questionnaire, it might be **time to upgrade your plan**!

The article [Mentorly's Plans and Features](/en/help/faq/mentorly-s-plans-and-features) outlines what features are included in each plan.

## Interested in a listed feature that's out of your plan's reach?

No worries - we got you! Contact your MSA or the Mentorly Support Team and we'd be happy to provide a quote for the specific feature you want.

![](/images/help/articles/conversation-prompts-and-plan-features-explained-4.png)

**Want to talk more engagement strategies for your program?**  
Check out our [last few month's](https://intercom.help/mentorly/en/collections/2593290-program-manager#monthly-engagement-newsletter) engagement tips or contact your MSA to set up a meeting! We're here for your success.

**Happy Mentorship! 💛**


Conversation Prompts and Plan Features Explained

We know you’re the backbone of your program and you’ve got a lot on your plate. Mentorly is here to help empty that plate!

This month, we're sharing why it’s important to show off your mentors, and sharing some improvements we’ve made for our users.

![](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-1.png)

# **What Makes a Mentor’s Page so Vital?**

When mentees are ready to book, they’ll visit the Mentors page of your program’s portal to get an idea of what mentors are available to them.

A mentor’s profile gives an overview of the mentor’s experiences and if they believe the mentor will be a good fit. When this page is blank or has very few options, it’s hard for mentees to know who's available to them.

![](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-2.png)

# **The more options the merrier!**

**It’s the start of a great relationship between the mentor and mentee:**

A lasting and healthy mentorship is based on the ability to connect. Thanks to the mentor page shows a professional and human touch, mentees are given an effective way to build these crucial connections.

**It displays the mentor’s experience and talent:**

![As we know, an essential part of mentorship is passing on experience, and the mentor’s page is where this is best showcased.](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-3.png)

As we know, an essential part of mentorship is passing on experience, and the mentor’s page is where this is best showcased.

![Ready to showcase your mentors?](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-4.png)

# **Ready to showcase your mentors?**

You can easily showcase your mentors by **approving your mentors.**

Approving a mentor means their profiles will be visible/public on the Mentors page.

![To add a mentor to the Mentors page, follow these steps:](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-5.jpg)

**To add a mentor to the Mentors page, follow these steps:**

1. Click on the **Members** tab
 
2. Filter by **mentor**
 
3. Select the mentor(s) you would like to approve
 
4. After selecting, click on the down arrow
 
5. Click on **approve mentor**
 

To remove a mentor from the Mentors page, you can follow the same steps and click on *unapprove mentor.*

**Good to know:** You can modify the list of mentors at any time!

**Good to know:** If they are marked as **approved**, a mentor must also be Onboarded in order to be visible on the Mentors page.

You can find more information and tips about managing the members of your program, by visiting our [Inviting Members to your Program article.](/en/help/program-manager-guides/inviting-members-to-your-program#h_672f82d87e)

![Introducing: A New Look for Emails!](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-6.png)

# **Introducing: A New Look for Emails!**

We've launched a makeover of our transactional emails! Here's what the updates include:

- **Updated language:** Specifying 'mentorship' will clear any confusion and bring it to top of mind.
- **Functionality:** All emails have Call to Action buttons that lead directly to different tabs on the Personal Dashboard.
- **Overall style:** An improved look to make mentorship all the more appealing.
 

![As always, all programs have their own custom branding for a header and footer images for transactional emails.](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-7.jpg)

As always, all programs have their own custom branding for a header and footer images for transactional emails.

**Want to have a look at what all the email templates look like?** Head over to your Program Dashboard > Program tab > Email templates.

**Did you know?** You can customize the email content by upgrading to our Enterprise or Enterprise White Label plan. Contact your MSA or Mentorly's support team for more information!

![For even more mentorship content,<a href=](/images/help/articles/how-to-showcase-your-mentors-and-optimize-mentor-mentee-connections-8.png) follow us on Linkedin where we share all the latest updates and celebrate our programs' successes."/>

**For even more mentorship content,** [follow us on Linkedin](https://www.linkedin.com/company/mentorly/) where we share all the latest updates and celebrate our programs' successes.

Want to talk more engagement strategies for your program? Check out our [last few month's](https://intercom.help/mentorly/en/collections/2593290-program-manager#monthly-engagement-newsletter) engagement tips or contact your MSA to set up a meeting! We're here for your success.

How to Showcase Your Mentors and Optimize Mentor-Mentee Connections


![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-1.png)

# **👋 Hi!**

🎵 *"Summer's here and the time is right to go racing"*... to success with your mentorship programs!

We're back at it with another newsletter for the month of June: This month, we're sharing the feedback we've heard from our users in mentorship programs to help ensure that your programs are set up for success.

If you could use some new processes to hire and retain talent, you're invited to our [Lunch and Learn](https://mentorly.typeform.com/to/crNIXTRh) on June 21st.

![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-2.png)

# **Matchmaking: The key to mentorship**

The Mentorly team recently surveyed our users that are in mentorship programs to learn about the biggest challenges they face with mentorship.

Responses showed that **27% of program members** said that finding the right mentor or the right fit was a huge obstacle when seeking or offering mentorship.

The great news? Mentorly has the solution! 🤩

Our **Smart Matching and matching insights** can help you make educated and data-supported matches - giving you the confidence that you're helping your program members get the most out of mentorship.

![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-3.jpg)

When you **activate a match** on Mentorly, it also gives both direct access to one another's **profiles**, where they can start **messaging** right away and **book sessions** together!

What's more is that by activating a match, an automatic email is sent to both the mentor and mentee to let them know they have a new match to check out - so there's less for you to do as a program manager!

![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-4.png)

## Ready to create new matches?

If you already have matches made for your program, consider creating more matches. It only takes less than a minute for each match you make!

**For best engagement results and success**, we recommend 1-3 mentor matches per mentee of your program.

If you haven't opted for matching in your program yet, no worries - your Mentorly Success Advisor or Mentorly Support team is here to help you set up! To learn more about our [Smart Matching](/en/help/program-manager-guides/smart-matching#h_0a3df5cad9), check out [this article.](/en/help/program-manager-guides/smart-matching#h_0a3df5cad9)

![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-5.png)

# **Join our Lunch and Learn!**

We host learning sessions for our community so that our Program Managers can keep upskilling and growing. This month, you’re invited to…

![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-6.png)

“**The Downturn: How Talent Organizations are Responding**” with [Ashley Werhun](https://www.linkedin.com/in/ACoAAAHtYRYBB7lPTcjNAkU_AI4OPFw3OeKGYGQ), CEO of Mentorly and a special guest, [Samantha Bateman (She/Her)](https://www.linkedin.com/in/ACoAAAAf1qUBheOULwypySlHipROt4PP7OL6TTY), Director of Talent Acquisition and founder of Integria.

In this Lunch & Learn session you will:

- Get a perspective on today's market
- Learn how to hire and retain talent in a talent-favored market
- Understand how companies can win with strategic flexibility
    

📆 Come Lunch with us on June 21st @ 12pm EST.  
  
Reserve your spot [here](https://mentorly.typeform.com/to/crNIXTRh), and we'll send you more information!

[Reserve your spot!](https://mentorly.typeform.com/to/crNIXTRh)

![](/images/help/articles/how-to-optimize-mentorship-program-success-with-smart-matching-7.png)

**For even more mentorship content,** [follow us on Linkedin](https://www.linkedin.com/company/mentorly/) where we share all the latest updates and celebrate our programs' successes.

Want to talk more engagement strategies for your program? Check out our [last few month's](https://intercom.help/mentorly/en/collections/2593290-program-manager#monthly-engagement-newsletter) engagement tips or contact your MSA to set up a meeting! We're here for your success.

**Happy Mentorship! 💛**


Find out what program members are struggling with the most and Mentorly's solution!

How to Optimize Mentorship Program Success with Smart Matching


[FAQ for all](#faq-for-all)

[FAQ for Mentees](#faq-for-mentees)

FAQ for Mentors

## How do I join my session?

You can join your session by logging into your Personal Dashboard then going to your sessions tab. Click Join call on your session. The **Join Call** activates 10 minutes before your session.

![](/images/help/articles/faq-personal-dashboard-1.jpg)

* * *

## I am unable to join my session

When joining your call, make sure your browser is allowing access to your camera and microphone. If you have multiple devices for your microphone or camera, you can select which to allow from the drop-down menu.

![](/images/help/articles/faq-personal-dashboard-2.png)

**Troubleshooting tips:**

- Close down any other program, app and/or browser that might be using your camera or microphone.
- If your microphone/camera are **internal** e.g. laptop, please check your **System Preferences** and ensure your microphone **input/output** are properly set ([Mac](https://support.apple.com/en-ca/guide/mac-help/mchlp2256/mac) or [PC](https://support.microsoft.com/en-us/help/4520288/windows-10-fix-sound-problems) instructions).
- If you are using a private work laptop, your company may have restricted your permission settings: it is best to join your video session from a personal laptop.
- We recommend the following browsers: Chrome, Firefox and Safari.
* * *

## How do I reset my password?

To reset your password, head on to your programs portal and click on **Log in** on the top right hand side. Click on **Reset Password** under **Social Login.** Enter the e-mail address associated to your account and then click on **Send me the link.** You will receive a password reset link in your e-mail. Click the link in your e-mail to reset your password.

* * *

## I'm unable to sign up for my program

Please reach out to your program administrator if you're not able to sign up for your program.

* * *

**How can I add my session to my personal calendar?**

Once a session is booked, you can add it to your personal calendar (iCal, Google Cal, Outlook, Yahoo). From your **Sessions** tab, click on **(+calendar)** and then select your personal calendar provider. You can also add the session to your calendar from your confirmation e-mail.

![](/images/help/articles/faq-personal-dashboard-3.jpg)

* * *

## **What should I do if I can't attend a session and have to cancel?**

As soon as you know you're unable to attend a session that's been booked, you can cancel by going to the **Sessions** tab and then click on the three dots of the session you'd like to cancel. You can also cancel the session from the **Calendar** tab. Find the session date and time then click on the session. Click on the **circled x**, select a reason for cancelling and then click on **confirm**.  


![](/images/help/articles/faq-personal-dashboard-4.gif)

* * *

# **Mentees**

## How do I find a mentor?

*It's important to know that your program may have matched you with a mentor, or you may have to find a mentor on your own.*

**A. Matched with a Mentor**

If you have the **Matches** tab on your Personal Dashboard, that means your program will be matching you with a mentor.

You can view your matches by going to the **Matches** tab - you'll see each match (you might have more than one!). From here, you can view their profile and book a session by clicking on the match.

![](/images/help/articles/faq-personal-dashboard-5.jpg)

If you have the **Matches** tab and have not been matched, you can contact your program administrator.

**B. Browsing for Mentors**

If you don't have the **Matches** tab, no worries! That just means your program has enabled you to browse for a mentor, so you can choose who interests you the most.

From your Personal Dashboard, click on **Mentors** at the top of your screen. You'll be brought to your portal that features all the available mentors that you can book with. You can search for a specific mentor or keyword, filter by sector/industry and areas of expertise - or you can just browse all!

Once you've found a mentor who interests you, click on **View Profile** to learn more about them and/or book a session.

![](/images/help/articles/faq-personal-dashboard-6.jpg)

## Can I meet with the same mentor more than once?

Yes, as long as the mentor accepts the session.

## Do I need to fill out my profile?

Filling out your profile is not mandatory, but it is strongly recommended! Your profile will be visible to your mentor(s), so it's a great way for your mentor to learn more about you before your session.

* * *

# **Mentors**

## As a mentor, will I get double-booked?

No. Once you’ve been booked from your available time slots, that time slot is removed from your calendar to prevent any other mentee booking with you at that time.

## Do I have to accept sessions?

Yes, sessions are not automatically confirmed. Even if it's an availability that's been booked by the mentee, the session is not automatically accepted. To accept a booking, head over to your **sessions** tab, and click on **Accept** or **Decline**.

![](/images/help/articles/faq-personal-dashboard-7.png)


Frequently Asked Questions about your personal dashboard

FAQ Personal Dashboard


# La couverture du plan de base:

![](/images/help/articles/mentorly-s-plans-and-features-1.png)

**Programme et portails:** Vous avez plus d'un programme que vous aimeriez exécuter sur la plate-forme ? Nous sommes là pour vous ! Cette fonctionnalité vous permet de gérer différents programmes en un seul endroit sans difficulté.

**Comptes de gestionnaire de programme:** La gestion d'un programme peut être intimidante, c'est pourquoi Mentorly vous donne la possibilité d'inviter d'autres gestionnaires de programme pour vous aider avec la gestion.

**Utilisateurs:** Les utilisateurs sont les racines de votre programme de mentorat. Contactez-nous si vous avez besoin plus de place pour des utilisateurs supplémentaires.


**Conseiller.e du succès:** Un.e conseiller.e du succès est là pour mettre votre programme sur la voie de la réussite. Avec des réunions de stratégie d'engagement personnalisées pour votre programme, une ligne de communication directe avec l'équipe Mentorly et plus encore !

![](/images/help/articles/mentorly-s-plans-and-features-2.png)

* * *

![](/images/help/articles/mentorly-s-plans-and-features-3.png)

# Paramètres du programme :

**Disciplines et sous-disciplines personnalisées:** Mentorly vous permet de personnaliser les disciplines et sous-disciplines de votre programme.

**En-tête et pied des emails avec votre marque:** Pour que les utilisateurs puissent reconnaître votre branding, nous offrons un modèle d'email de base !

**En-tête et pied de page d'e-mail personnalisés:** Si vous avez déjà un superbe design d'en-tête et de pied de page d'email, laissez-nous l'intégrer pour vous. 🎉

**URL personnalisé:** Une URL est unique ! C'est l'adresse de votre programme, alors pourquoi ne pas la personnaliser !

**Contenu d'email personnalisé:** Il n'y a pas de meilleur moyen de connecter et de refléter les valeurs de votre programme à vos utilisateurs qu'avec vos propres mots.


![](/images/help/articles/mentorly-s-plans-and-features-4.png)

**Signature d'email personnalisée/aucune marque Mentorly:** Retirez toute la marque Mentorly des e-mails pour que les utilisateurs sachent que vous êtes le personnage principal. 😎

![](/images/help/articles/mentorly-s-plans-and-features-5.png)

* * *

# Questionnaire d'appariement:

**Suppression des questions par défaut:** Adaptez le questionnaire d'appariement aux besoins de votre programme en supprimant les questions par défaut qui ne sont pas pertinentes pour le programme.

**Modifier les réponses par défaut:** Adaptez le questionnaire d'appariement aux besoins de votre programme en modifiant les réponses par défaut des utilisateurs.

**Ajout de nouvelles questions pour le recueil d'informations\*:** Si vous avez des questions spécifiques que vous souhaitez ajouter, pas de soucis !

\*Les questions de recueil d'informations n'affectent pas l'algorithme de jumelage. Elles recueillent des informations pour le gestionnaire du programme.

**Ajout de nouvelles questions pondérées\*:** Si vous avez des questions spécifiques que vous souhaitez ajouter, pas de soucis !

\*Les questions pondérées sont incluses dans l'algorithme d'appariement et seront ajoutées aux scores de compatibilité.

![](/images/help/articles/mentorly-s-plans-and-features-6.png)

**Critères de correspondance (règles):** Vous pouvez créer des règles ou des filtres pour les résultats d'appariement potentiels en fonction des réponses.

![](/images/help/articles/mentorly-s-plans-and-features-7.png)

**Exportation des résultats d'appariement:** Simplifions la tâche aux gestionnaires Téléchargez les résultats de l'appariement intelligent en un seul clic.

* * *

# Membres:
**Formation à l'intégration 1H - Démo en direct ou enregistrement:** Nous proposons une expérience d'intégration facile et aisée en offrant aux gestionnaires de programmes une démonstration en direct. Si vous avez un horaire chargé, ne vous inquiétez pas, nous avons une vidéo de formation à laquelle vous aurez accès à tout moment.

**HRIS Integration:** Connect apps to easily move data and keep them in sync.

![](/images/help/articles/mentorly-s-plans-and-features-8.png)

Intégration du SIRH : Connectez les applications pour déplacer facilement les données et les synchroniser.

![](/images/help/articles/mentorly-s-plans-and-features-9.png)

**Inscription générale (retirer l'inscription pour le mentor, le mentoré ou les deux):** Les programmes peuvent choisir de supprimer l'option d'inscription générale pour tous les utilisateurs ou de la supprimer uniquement pour un groupe d'utilisateurs spécifique. Ex : supprimer l'option d'inscription générale pour les mentors uniquement.

**Cohortes:** Les cohortes sont très efficaces pour le suivi des données. Vous pouvez également exporter les donné

![](/images/help/articles/mentorly-s-plans-and-features-10.png)

* * *

# Gestion du programme:

**Exportation de rapports de données:** Téléchargez des rapports sur les inscriptions, les membres et bien plus encore !


Vous ne saviez pas ce qui est inclus dans votre plan ou vous cherchez à passer à un autre plan ? Jetez un coup d'œil à cette article.

Plans et fonctions de Mentorly


# **Basic plan coverage:**

![](/images/help/articles/mentorly-s-plans-and-features-1.png)

**Program & Portals:** Have more than one program you'd like to run on the platform? We got you! This feature allows you to run different programs in one place seamlessly.

**Program Manager Accounts:** Running a program can be intimidating, so Mentorly gives you the option to invite other program managers to help you manage.

**Users:** Users are the roots of your mentorship program and they grow. No worries, reach out to us if you need more user space.

  
**Mentorly Success Advisor (MSA)**: An MSA is here to set your program up for success. With engagement strategy meetings customized for your program, direct line of communication to the Mentorly support team, and dedication to the success of your program.

![](/images/help/articles/mentorly-s-plans-and-features-2.png)

# **Program settings:**

![](/images/help/articles/mentorly-s-plans-and-features-3.png)

**Custom Disciplines & Sub-disciplines:** Mentorly allows you to customize the disciplines & sub-disciplines of your program.

**Branded Email Header & Footer:** In order for users to recognize your branding, we offer a base email template, that includes your brand color(s) and logo!

**Custom Email Header & Footer:** If you have an awesome Email Header & Footer design, let us integrate it for you.

**Custom URL:** An URL is unique to you! It is the home address of your program, so why not customize it?

**Custom Email Content:** There's no better way to connect and reflect your program values to your users than with your own words.

**Custom Email Signature/No Mentorly Branding:** Remove all Mentorly branding from e-mails to let users know you're the main character.  


![](/images/help/articles/mentorly-s-plans-and-features-4.png)

# **Matching questionnaire:**

![](/images/help/articles/mentorly-s-plans-and-features-5.png)

**Removing Default Questions**: Tailor the matching questionnaire to your program's needs by removing default questions that aren't pertinent to the program.

**Modifying Default Answers:** Tailor the matching questionnaire to your program's needs by changing the default answers for users.

**Adding New Info Collection\* Questions:** If you have specific questions you'd like to add, no worries!

*\*Info Collection questions do not affect the matching algorithm. It collects information for the program manager.*

**Adding New Weighted Questions\*:** If you have specific questions you'd like to add, no worries!

*\*Weighted questions are included in the matching algorithm and will be added to the compatibility scores.*

**Matching Criteria (rules)**: You can create rules or filters for potential matching results based on answers.

**Matching Results Export**: Let's make it easy on you ! Download the smart matching results in just one click.

![](/images/help/articles/mentorly-s-plans-and-features-6.png)

# **Members:**

![](/images/help/articles/mentorly-s-plans-and-features-7.png)

**Onboarding training 1H live demo or recording**: We offer an easy breezy onboarding experience by giving program managers a live demo. If you're on a busy schedule - no worries! We have a training video you'll have access to from anywhere and anytime.

**HRIS Integration:** Connect your preferred HRIS to easily move data and keep them in sync.

**General Sign Up (Remove it for mentor/mentee or both):** Programs can choose to remove the general sign up option for all users or remove it only for a specific user group. That way, members are only who is added by the Program Manager.  
Ex: Removing general sign up option for mentors only.

**Cohorts:** Cohorts are a fantastic way to track data. You can also export the specific data collected from the cohorts.

![](/images/help/articles/mentorly-s-plans-and-features-8.png)

# **Managing program:**

![](/images/help/articles/mentorly-s-plans-and-features-9.png)

**Data report exports**: Download reporting insights on bookings, members and more!

**Feature requests:** Have an awesome feature you'd like to implement for your program? Let us help you build it!

![](/images/help/articles/mentorly-s-plans-and-features-10.png)

# **If you would like to expand your program with a feature, please reach out to us!**

If you have a designated MSA, simply reach out to them via email.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Not sure what's included with your Mentorly account's plan or looking to upgrade? Check this out to know what's included in your plan.

Mentorly's Plans and Features


Lisez-les celles-ci attentivement car elles peuvent vous vous aider à établir une belle relation de confiance avec votre mentor.

![](/images/help/articles/conversation-prompts-and-questions-1.png)

-   Parlez-moi de vous et de votre parcours professionnel.
-   Quelles sont vos expertises et quelles sont les sujets que vous préférez éviter lors de nos sessions?
-   En tant que mon ou ma mentor·e, quelles attentes avez-vous de moi et de nos sessions?
-   À quelle fréquence pouvons-nous nous rencontrer?
-   D'après ce que vous savez sur moi et de mon travail, voyez-vous vous des faiblesses et/ou problèmes potentiels?
-   Avez-vous du feedback quant à mon travail?
-   Quelles leçons importantes avez-vous apprises en cours de route qui peuvent m'éviter de reproduire les mêmes erreurs et obstacles auxquels vous avez fait face?
-   Quelles sont les réalités du marché, positives et negatives, auxquelles je devrais faire attention?
-   Avez-vous toujours des insécurités? Si oui, comment les mitigez-vous?
-   Lorsque je négocie avec un sous-traitant ou un client potentiel, que devrais-je garder en tête?
-   Lorsque vous êtes en conflit avec quelqu'un, comment résolvez-vous la situation pour minimiser l'inconfort et les revers potentiels?
-   Quelles ressources me conseillez-vous?
-   Avez-vous du feedback par rapport à notre session?
-   Puis-je vous envoyer des notes ou documents en cours de route pour préparer notre prochaine session?
-   Quelle est votre prochaine disponibilité?


![](/images/help/articles/conversation-prompts-and-questions-2.png)

# More mentorship resources:

Learn how to [make the most out of mentorship](/en/help/mentors/making-the-most-of-mentorship).


Voici des questions préparatoires pour vos mentor·es que vous pouvez adapter selon vos besoins.

Invites de conversation et questions


You're ready to book with a mentor and start getting mentorship - but where to begin? Consider this list of helpful questions or conversations to help guide your first and subsequent sessions with your mentor.

![](/images/help/articles/conversation-prompts-and-questions-1.png)

- Tell me about yourself and your professional journey.
- What are your areas of expertise and which subjects would you like to avoid discussing during our sessions?
- As my mentor, what expectations do you have of me, of our sessions together?
- How often would you be available to mentor?
- Based on what I've told you about my work, do you see any weaknesses or potential problems?
- Do you have feedback on my work?
- What important lessons have you learned along your professional path that can help me potentially avoid the same mistakes and obstacles?
- What are the realities of my market, positive and negative, that I should be aware of?
- Do you have insecurities? If so, how do you keep them at bay?
- When I'm negotiating with a supplier or potential client, what should I keep in mind?
- When you're in a conflict with someone, what do you find is the best way to resolve the situation to mitigate discomfort and potential setbacks?
- Which resources do you recommend I look into?
- Do you have feedback regarding our session together?
- Can I send you files or notes along the way to prepare our next sessions together?
- What's your next availability?
    

![](/images/help/articles/conversation-prompts-and-questions-2.png)

# More mentorship resources:

Learn how to [make the most out of mentorship](/en/help/mentors/making-the-most-of-mentorship).


Here are some helpful questions or conversation prompts to help you establish a good connection with your mentor!

Conversation prompts and questions


Une fois que vous avez réservé une séance avec un.e mentor.e spécifique, vous aurez besoin d'un agenda pour maximiser votre temps de séance et ressortir les conseils clés partagés.

Bien qu'un agenda puisse sembler excessif, c'est un excellent moyen de communiquer clairement vos objectifs et vos attentes, en vous assurant de faire passer tous vos points importants.

![](/images/help/articles/setting-an-agenda-for-your-session-1.png)

APERÇU D'UN AGENDA POUR UNE SÉANCE DE 60 MINUTES

**1) Introductions (10 min)**  

***Présentez-vous, votre travail et ce qui vous espérez tirer de votre séance et permettez à votre mentor***.***e de faire de même.***  

Question aux mentor.es:

-   Parlez-moi de vous et de votre parcours professionnel

-   Quels sont vos domaines d'expertise et quels sujets souhaitez-vous éviter de discuter lors de nos séances ?

* * *


**2) Objectif à long terme et objectif de la séance (5 min)**

***Partagez votre objectif à long terme ainsi que quelques objectifs à court terme et examinez la meilleure structure de séances pour vous aider à les atteindre.***

-   En tant que mentor.e, quelles sont vos attentes à mon égard, à l'égard de nos séances ensemble ?

-   À quelle fréquence seriez-vous disponible pour être mon ou ma mentor.e ?

* * *
**3) Évaluation de la situation actuelle (5 min)**
***Commencez par vous faire une idée de l'impression que votre mentor***.***e a de votre travail et de vos objectifs pour voir si vous êtes tou.t.e.s les deux sur la même longueur d'onde.***

-   Avez-vous des commentaires par rapport à mon travail ou mes attentes ?

-   À votre avis, à quoi devrions-nous nous attaquer en premier lieu ?

-   Voyez-vous des faiblesses ou des problèmes potentiels ?
* * *
**4) Problèmes et/ou craintes (10 min)**  

**Abordez les domaines qui sont les plus difficiles pour vous en ce moment et explorez les moyens de les surmonter avec votre mentor**.**e.**

-   Qu'est-ce qui est le plus urgent et qui nécessite une attention immédiate ?

-   Quelles leçons importantes avez-vous tirées de votre parcours professionnel qui pourraient m'aider à éviter les mêmes erreurs et obstacles ?
-   Avez-vous des insécurités ? Si oui, comment les surmontez-vous à distance ?
* * *
**5) Efforts/essais antérieurs (10 min)**  

**Décrivez les mesures que vous avez prises pour faire avancer votre travail et atténuer le ou les défis auxquels vous avez dû faire face auparavant.**

-   Voici ce que j'ai essayé dans le passé et les résultats

-   Voici ce que j'ai fait jusqu'à présent et la situation actuelle
* * *
**6) Questions (15 min)**  
**Il est temps de penser plus largement ! C'est l'occasion de poser les questions qui vous restent et/ou explorer les points sensibles avant la fin de la séance.**

-   Quelles sont les réalités de mon marché, positives et négatives, dont je devrais être conscient.e ?

-   Lorsque je négocie avec un fournisseur ou un client potentiel, que dois-je garder à l'esprit ?

-   Lorsque vous êtes en conflit avec quelqu'un, quelle est, selon vous, la meilleure façon de résoudre la situation pour atténuer le malaise et les revers potentiels ?
* * *
**7) Devoirs et programmation d'une séance de suivi (5 min)**

**Il est temps de conclure la séance ! Montrez d'abord votre reconnaissance, planifiez votre travail et clarifiez les attentes en matière de communication avec votre mentor**.**e au cours des semaines suivantes.**

-   Quelles ressources me recommandez-vous d'examiner ?

-   Avez-vous un retour d'information concernant notre séance ensemble ?
-   Puis-je vous envoyer des fichiers ou des notes en cours de route pour préparer nos prochaines séances ensemble ?
-   Quelle est votre prochaine disponibilité ?
Vous pouvez inclure votre agenda lors de la réservation de la séance et/ou le partager via votre [messagerie](https://marketplace.mentorly.co/fr/personal/messaging) une fois que vous avez réservé votre séance.

Non seulement vous vous sentirez mieux préparé.e pour votre appel vidéo, mais votre mentor.e appréciera grandement le temps et la considération que vous consacrerez à la clarification de vos besoins, ce qui ne pourra que l'aider à vous aider davantage 😀 !

Time to wrap up! Show gratitude, plan your work and clarify communication expectations over the following weeks.

- Which resources do you recommend I look into?
- Do you have feedback regarding our session together?
- Can I send you files or notes along the way to prepare our next sessions together?
- What is your next availability?


You can include this agenda upon booking and/or share it via **Messaging** once you've booked your session.

Not only will you feel more prepared for your video call, but your mentor will greatly appreciate the time and consideration you put into clarifying your needs, which will only help them help you more 😀 !

![](/images/help/articles/setting-an-agenda-for-your-session-2.png)

# More resources for mentorship:

Check out more [conversation prompts and questions](/en/help/mentorship-resources/conversation-prompts-and-questions) for your mentor.


Prépare-toi en tant que mentoré.e pour tirer le plus de chaque séance

Comment préparer un agenda pour vos séances


Once you've booked a session with a specific mentor, you'll both need a roadmap to make the most of your time together.

While an agenda may seem like overkill, it's a great way to clearly communicate what you need from your mentor, making sure to get all of your important points across.

![](/images/help/articles/setting-an-agenda-for-your-session-1.png)

1.  [Introduction](#introduction)
    
2.  [Longterm objective and session objective](#longterm-objective-and-session-objective)
    
3.  [Current situation check-in](#current-situation-check-in)
    
4.  [Problems and/or fears](#problems-and-or-fears)
    
5.  [Previous efforts/trials](#previous-efforts-trials)
    
6.  [Questions](#questions)
    
7.  [Homework and scheduling a follow-up session](#homework-and-scheduling-a-follow-up-session)
    

# 60-Min Session Agenda Outline

## 1\. Introductions (10 min)  
  
Introduce yourself, your work and what you hope to gain out of your session(s) with your mentor. Allow your mentor to do the same so that you can make the most of their expertise.

Question for Mentors:

- Tell me about yourself and your professional journey
- What are your areas of expertise and which subjects would you like to avoid discussing during our sessions?
* * *

## 2\. Longterm objective and session objective (5 min)  
  
**Share your longterm objective along with a few short term goals and explore the best session structure to help you reach them.**

- As my mentor, what expectations do you have of me, of our sessions together?
- How often would you be available to mentor?
* * *

## 3\. Current situation check-in (5 min)

Start with getting a sense of the impression your mentor has of your work and goals to see if you're both on the same page.

- Do you have feedback on my work or my expectations?
- What do you think we should tackle first?
- Do you see any weaknesses or potential problems?
* * *

## 4\. Problems and/or fears (10 min)

Tackle the areas that are most difficult for you right now and explore ways to overcome them with your mentor.

- What do you see as most urgent and requiring immediate attention?
- What important lessons have you learned along your professional path that can help me potentially avoid the same mistakes and obstacles?
- Do you have insecurities? If so, how do you keep them at bay?
* * *

## 5\. Previous efforts/trials (10 min)

Describe the steps you've taken to move your work forward and mitigate the challenge(s) you have faced.

- Here's what I've tried in the past and their outcomes
- Here's what I've done so far and the current status
* * *

## 6\. Questions (15 min)  
  
Time to think more broadly! This is your chance to expand on your initial questions and/or pain points to get the most out of your mentor(s) expertise.

- What are the realities of my market, positive and negative, that I should be aware of?
- When I'm negotiating with a supplier or potential client, what should I keep in mind?
- When you're in a conflict with someone, what do you find is the best way to resolve the situation to mitigate discomfort and potential setbacks?
* * *

## 7\. Homework and scheduling a follow-up session (5 min)

Time to wrap up! Show gratitude, plan your work and clarify communication expectations over the following weeks.

- Which resources do you recommend I look into?
- Do you have feedback regarding our session together?
- Can I send you files or notes along the way to prepare our next sessions together?
- What is your next availability?
    

You can include this agenda upon booking and/or share it via **Messaging** once you've booked your session.

Not only will you feel more prepared for your video call, but your mentor will greatly appreciate the time and consideration you put into clarifying your needs, which will only help them help you more 😀 !

![](/images/help/articles/setting-an-agenda-for-your-session-2.png)

# More resources for mentorship:

Check out more [conversation prompts and questions](/en/help/mentorship-resources/conversation-prompts-and-questions) for your mentor.


How to prepare as a mentee so you get the most out of each mentoring session.

Setting an agenda for your session


Don't worry, we're not letting the month of May end before letting you in our best secret for engagement!

Mentorly has hosted a number of mentorship programs, and we've learned a thing or two about what works - and what doesn't work.

This month is all about flexible mentorship, setting goals, and knowing why Mentorly is the best fit for mentorship.

![](/images/help/articles/the-secret-to-flexible-mentorship-1.png)

# **Flexible mentorship is best**

On Mentorly, there are two ways for sessions to be booked: from activated matches or general browsing, and each of these ways have their own benefits and limitations.

When mentees are only offered the option to book via general browsing on the Mentors page, it offers them the most flexibility and choice in who they get to meet with. However, depending on the size of the program, this can be very overwhelming for a mentee as too many choices or options make it difficult to focus.

![](/images/help/articles/the-secret-to-flexible-mentorship-2.png)

When mentees are matched with a mentor, it allows for a more direct and immediate connection, while at the same time restricting their access to more mentorship opportunities.

**By having a flexible program that offers both matches and general browsing, you get the best of both worlds!** Matches will guide the mentee on who their most compatible mentor may be, while general browsing still gives them the freedom to book with whoever they want.

If you’re interested in enabling matching for your program, here are the following steps you’ll need to take:

1.  Work with your MSA or the Mentorly Support Team to set up a matching questionnaire.  
    This matching questionnaire will determine the best compatible matches in your program. Any customization options are determined by your program’s Mentorly Plan.  
    **Estimated time:** 10-15 minutes to review and finalize.
    
2.  Allow program members to fill out the questionnaire.  
    **Estimated time:** roughly 1-2 weeks (suggested).
    
3.  Review and activate matches based on compatibility scores.  
    **Estimated time:** For smaller-sized programs, this can be 5-10 minutes, and for larger-sized programs, this can be 15-30 minutes or more.
    

![](/images/help/articles/the-secret-to-flexible-mentorship-3.jpg)

If you want to have general browsing enabled for your program, all it takes is two quick and easy steps!

1.  Go to your Members tab and view by Mentors.
    
2.  Select all mentors and from the dropdown menu, select 'Approve all mentors'  
    **Estimated time:** 1-3 minutes.
    

![](/images/help/articles/the-secret-to-flexible-mentorship-4.jpg)

When a mentor is **approved**, it means they're approved to have a public profile on the Mentors page. However, it's important to note that a mentor must be fully **onboarded** (profile complete and matching questionnaire complete) in order to be visible.

## A Success Story 🌠

One of the programs hosted on Mentorly was operating under an ‘general browsing’ system for 9 months out of the year.

Wanting to boost the number of sessions being held in the program, the program manager opted to enable matching. Since doing so, they’ve seen their session numbers grow by 100% and still counting! 🙌

Want to learn more about Smart Matching before choosing it for your program? Check out [this article](/en/help/program-manager-guides/smart-matching).

![](/images/help/articles/the-secret-to-flexible-mentorship-5.png)

# **Set your goals! 🚦**

At Mentorly, we love goals: it's what helps us stay on track and the best way to gauge our progress. We're not talking one big goal either - we're talking baby steps! We know that the best way to accomplish one big goal is to break it up into small, more achievable goals.

Your mentorship program is no different! If you're hoping to increase your program's engagement, we recommend setting monthly goals.

Your goals should be aligned with the needs of your mentorship program - consider focusing on total number of sessions: aim high and double the count, or aim for consistency (it's key!).

Need help in setting goals for your program? Talk with your MSA or reach out to Mentorly's support team to find one that suits your needs.

![](/images/help/articles/the-secret-to-flexible-mentorship-6.png)

# **Mentorly: The best fit for mentorship**

We have everything you need for mentorship, all in one place! Find out why Mentorly is integral to a mentorship experience.

[Learn more](/en/help/program-manager/mentorly-the-best-fit-for-mentorship)

Beginning this month, our Customer Success team is excited to start sharing our best tips and advice about mentorship for mentors and mentees!

Once a month we'll share our mentorship expertise about how to set up an agenda for a session, what are the best questions to ask, general tips - and of course, reminders for members to book sessions.

![](/images/help/articles/the-secret-to-flexible-mentorship-7.png)

Want to talk more engagement strategies for your program? Check out [last month's](/en/help/monthly-program-manager-tips/featuring-mentors-and-setting-up-masterclasses-or-group-sessions) engagement tips or contact your MSA to set up a meeting! We're here for your success.


Flexible mentorship: matching and general browsing, setting goals and why Mentorly is the best fit for Mentorship.

The Secret to Flexible Mentorship


Spring is in full swing and with summer right around the corner, the Customer Success team is excited to launch our very first edition of our new monthly newsletter! 🎉

Every month, we'll deliver our best tips and tricks for boosting or maintaining engagement with your programs - all designed for you and your program members to get the most out of Mentorly!

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-1.gif)

## **Feature your mentors! 🤩**

The mentors of any program are the true key of success - their experience, knowledge and guidance are what mentees are most often looking for in mentorship.

When a program is ‘a la carte’, it can be easy for mentors to get lost in the crowd, and even easier for mentees to miss opportunities with a mentor that might be a perfect fit.

Your program’s landing page offers a great opportunity to showcase mentors of your program, and allows mentees to find mentors more quickly. The best part is that you can choose who to feature on your landing page - and you can change this at any time!

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-2.jpg)

Here are the quick and easy steps to feature mentors on your landing page - this should take just a few minutes!

1.  From the Program Dashboard, go to your Members tab.
    
2.  Select the mentor you want to feature.
    
3.  Scroll down, check the box that says ‘Featured’, and hit save!
    

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-3.jpg)

Good to know: You can feature up to 8 mentors at a time.

Learn more about [inviting members](/en/help/program-manager-guides/inviting-members-to-your-program) to your program.

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-4.png)

## **The more the merrier! 🙌**

Whether you’re launching a new program, discussing a common topic or breaking the ice, sometimes multi-people sessions are the way to go - and Mentorly has your back!

As Program Managers, you have the ability to create **Masterclasses** or **Group Sessions** in your program.

**What’s the difference?**

A **Masterclass** is a mentor-led presentation about a given topic. The session is public, meaning anyone who is a member of the program can reserve a spot.

**Group sessions** are multi-person sessions sharing a discussion about a given topic. These sessions are private, therefore only those invited to the group session are able to join the video call.

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-5.png)

## **🧐 Which session type is best?**

Masterclasses are a great way to spotlight a specific mentor, capitalize on a mentor’s limited available time and get more mentees engaged at once.

Group sessions are a perfect opportunity to offer peer-to-peer mentorship or organize ice-breaker conversations.

**Creating a group session:**

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-6.png)

It takes only two minutes to create either a Masterclass or Group Session as a program manager - here’s how:

1.  From your Program Dashboard, go to your Sessions tab.
    
2.  Click on ‘Create a Session’
    
3.  Choose between either Masterclass or Group session, and fill out the details of title, the host of the session, description, and date and time, and invite participants.
    

Once the session is created, all participants will receive an email to notify them, and it will appear on their sessions tab.

Whether you choose to create Masterclasses or Group Sessions, both types of sessions offer a chance to program members to meet in a group setting - creating connections and alleviating the possible anxiety of 1:1 mentorship with someone they’re less familiar with.

Want to learn more about Masterclasses or Group Sessions? Check out our article about [Managing your program.](/en/help/program-manager-guides/managing-your-program)

![](/images/help/articles/featuring-mentors-and-setting-up-masterclasses-or-group-sessions-7.png)

Want to talk more engagement strategies for your program? Contact your MSA to set up a meeting! We're here for your success.


A Guide to Maximizing Mentorly's Potential!

Featuring mentors and setting up masterclasses or group sessions.


Lors de la gestion de votre programme, vous êtes probablement habitué à créer des nouvelles conversations. Ces messages deviennent un fil de discussion permanent envoyé à tous les membres de la conversation, et chaque membre peut répondre dans ce fil de discussion - ce qui est idéal pour les discussions de groupe !

Nous introduisons une nouvelle fonctionnalité, appelée **annonces**, qui permet aux gestionnaires de programme d'envoyer des messages en lecture-seule à un groupe d'utilisateurs. C'est un excellent moyen de garder vos membres engagés dans le programme, d'offrir des conseils de mentorat ou des suggestions de sujets de conversation pour les sessions.

* * *

1.  [Voici comment envoyer une annonce](#h_18c627f23c)

2.  [Sélection des destinataires](#h_8904aab182)

3.  [Envoi d'une annonce](#h_87526b036d)

* * *


## Voici comment envoyer une annonce :

Accédez à votre onglet **Messagerie** à partir du tableau de bord du programme et cliquez sur l'icône en forme de crayon.

Cela ouvrira l'écran de nouveau message, où vous pourrez choisir entre une nouvelle conversation ou une nouvelle annonce.

En sélectionnant une nouvelle annonce, si un membre choisit de répondre, son message ne sera envoyé et vu que par vous, le gestionnaire du programme.

![](/images/help/articles/announcements-1.jpg)

## Sélection des destinataires :

Choisir votre groupe de membres pour démarrer une conversation ou envoyer une annonce est devenu beaucoup plus facile.

Vous pouvez choisir d'entrer individuellement le nom de chaque membre dans le champ « À : », ou de filtrer et de multi-sélectionner dans l'onglet **Membres**.

À partir de l'onglet **Membres**, vous pouvez trier et combiner des filtres par mentor/mentoré, cohortes, étiquettes, statut et plus encore.

![](/images/help/articles/announcements-2.png)

Vous pouvez également utiliser les cases à cocher pour sélectionner certaines personnes dans un groupe de résultats donné. De cette façon, vous pouvez facilement organiser la liste des membres avec lesquels vous devez communiquer.

![](/images/help/articles/announcements-3.png)

Une fois que vous avez sélectionné vos destinataires, cliquez sur le menu déroulant du nombre de membres sélectionnés, puis cliquez sur « envoyer un nouveau message ».

## Envoi d'une annonce :

![](/images/help/articles/announcements-4.jpg)

Choisissez entre une nouvelle conversation ou une nouvelle annonce, composez votre message et appuyez sur Entrée pour envoyer !  

**Bon à savoir :** Vous pouvez modifier le titre de l'annonce à tout moment, en cliquant sur l'icône en forme de crayon à côté du titre.


![](/images/help/articles/announcements-5.png)

**Bon à savoir :** Vous pouvez consulter la liste des destinataires en cliquant sur le groupe d'icônes en haut à droite du message.

* * *

# Vous avez des questions ou besoin d'aide ?

Ne vous inquiétez pas, nous sommes là pour vous aider !  

Si vous avez un MSA désigné, contactez-le simplement par e-mail pour toute question ou préoccupation que vous pourriez avoir.  

Si vous n’avez pas de MSA, contactez l’équipe d’assistance de Mentorly en allant dans l’onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct**.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Présentation des « Annonces », une nouvelle façon de communiquer avec les membres de votre programme !

Les Annonces


While managing your program, you're likely familiar with creating new conversations. These messages become an ongoing thread sent to all members in the conversation, and each member can reply in this thread - which is great for group discussions!

We're introducing a new feature, called **announcements**, which allows Program Managers to send read-only messages to a group of users.

This is a great way to keep your members engaged in the program, offer mentorship tips or session-conversation prompts. You can send attachments or any resource material you may have for your program, too!

* * *

1.  [Here's how to send an announcement](#here-s-how-to-send-an-announcement)
    
2.  [Selecting recipients](#selecting-recipients)
    
3.  [Sending an announcement](#sending-an-announcement)
    

* * *

## Here's how to send an announcement:

Go to your **Messaging** tab from the Program Dashboard and click on the pencil icon.

This will open the new message screen, where you can choose between a new conversation or a new announcement.

![](/images/help/articles/announcements-1.jpg)

By selecting a new announcement, if a member chooses to reply, their message will only be sent to and seen by you, the program manager.

## Selecting recipients:

Choosing your group of members to start a conversation or send an announcement to just got a lot easier.

You can either choose to individually enter each member's name in the 'To:' field, or filter and bulk-select from the Members tab.

![](/images/help/articles/announcements-2.png)

From the members tab, you're able to sort and combine filters by each mentor/mentee, cohorts, tags, status and more.

![](/images/help/articles/announcements-3.png)

You can also use the checkboxes to select certain individuals from a given group of results. This way, you can easily curate the list of members that you need to communicate with.

Once you've selected your targeted audience, click on the drop-down menu of the number of selected members, and click 'send new message'.

![](/images/help/articles/announcements-4.jpg)

## Sending an announcement:

Choose between a new conversation or new announcement, compose your message and hit enter to send!  


![](/images/help/articles/announcements-5.png)

**Good to know:** You can change the title of the announcement at anytime, by clicking on the pencil icon beside the title.

**Good to know:** You can check the list of recipients by clicking on the cluster of icons in the top right corner of the message.

* * *

# Have any questions or need any assistance?

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Introducing 'Announcements', a new way to communicate with the members of your program!

Announcements


## Synchroniser le calendrier depuis votre Tableau de bord

1.  Cliquez sur "Préférences" dans le coin inférieur gauche de votre tableau de bord Mentorly.

2.  Cliquez sur "Connexions" dans le menu nouvellement apparu sur le côté gauche, puis cliquez sur "Ajouter un compte"

3.  Choisissez le fournisseur de calendrier et suivez les instructions pour autoriser la connexion.

4.  Une fois authentifié, déterminez avec lequel de vos calendriers vous souhaitez que Mentorly se synchronise en sélectionnant votre préférence dans le menu déroulant "Synchroniser avec ce calendrier:".

***🔎 Vous pouvez décider de l'endroit où vous souhaitez tenir vos rencontre :***


![](/images/help/articles/how-to-sync-your-calendar-and-choose-your-meeting-location-1.jpg)

Directement sur Mentorly ou par l'intermédiaire de votre fournisseur de calendrier, vous pouvez le spécifier dans la section "Héberger vos réunions sur", en choisissant soit "Mentorly", soit "Votre fournisseur de calendrier".

* * *

## **2\. Ajoutez vos disponibilités**

Dans votre calendrier externe, réservez des blocs de temps durant lesquels vous êtes disponible pour permettre à votre mentoré de fixer une séance selon votre horaire.

**Bon à savoir :** Vous pouvez créer des blocs de disponibilité récurrents qui seront synchronisés avec votre calendrier Mentorly.

* * *

![](/images/help/articles/how-to-sync-your-calendar-and-choose-your-meeting-location-2.png)

## **3\. Vérifiez votre onglet Disponibilité sur Mentorly**
Pour vérifier que votre calendrier externe a été synchronisé, rendez-vous dans l'onglet **Disponibilité** pour voir votre horaire.

Dans le coin supérieur droit, vous verrez que votre calendrier sélectionné est connecté, et vos blocs de disponibilité seront affichés.

* * *

## **4\. Gardez votre calendrier à jour**


Voici comment synchroniser votre calendrier personnel ou professionnel à Mentorly.

Comment synchroniser votre calendrier et choisir le lieu de votre rencontre


## Sync Calendar from your dashboard

By following these steps:

1.  Click on “Settings” in the bottom left-hand corner of their Mentorly dashboard.
    
2.  Click on "Connections" in the newly appeared menu located on the left-hand side, then click on "Add calendar account"
    
3.  Choose the calendar provider and follow the prompts to authorize the connection.
    
4.  Once authenticated, determine which of your calendars you'd like Mentorly to sync with by selecting your preference in the "Sync to this calendar:" dropdown menu.
    

![](/images/help/articles/how-to-sync-your-calendar-and-choose-your-meeting-location-1.jpg)

### *🔎 Now you can **decide where you want to host your sessions**:*

*Directly on Mentorly or through your calendar provider. You can specify this in the **"Host your meetings on"** section, choosing either **"Mentorly" or "Your calendar provider"**.*

* * *

## Verify your Calendar tab on Mentorly

To verify that your external calendar has been synced, head over to your **Calendar** tab to see your available times.  
  
It will pull all of the free times from your calendar, and once a mentee books with you (and you approve) it will **automatically add the session to your calendar.**

![](/images/help/articles/how-to-sync-your-calendar-and-choose-your-meeting-location-2.png)

* * *
* * *

## **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here's how to connect your external calendar, and choose where to host your session.

How to Sync Your Calendar and Choose Your Meeting Location


Le jumelage est au cœur de votre programme, car c'est là que vous pouvez jumeler des mentors et des mentorés. En faisant jumelage des membres, vous créez des liens directs pour que vos membres fournissent et accèdent facilement au mentorat !

Par défaut, le jumelage est activé pour chaque programme.

* * *

1.  [Quels types de jumelage Mentorly propose-t-il?](#h_1a9d222bdd)

2.  [Comment préparer](#h_b8d0766217)

3.  [Allons-y!](#h_c9e164dd6b)

4.  [Créer des correspondances](#h_646dff35f1)

5.  [Supprimer des matchs](#h_a8a93554df)


6.  [Le point de vue d’un mentor/mentoré](#h_213fe00dbf)

* * *

# **Quels types de jumelage Mentorly propose-t-il ?**

**Le jumelage intelligent** génère des scores de compatibilité entre un mentoré et un mentor.

**Le jumelage manuel** permet au gestionnaire de programme de créer des jumelages spécifiques, quel que soit le score de compatibilité.

**Bon à savoir :** Les membres auront un onglet **Matchs** qui apparaîtra sur leur tableau de bord personnel, et ils auront accès au questionnaire de jumelage pendant le processus d'intégration.

* * *

# **Comment préparer:**

Avant d'inviter des membres à votre programme, assurez-vous de consulter le questionnaire, car c'est ce à quoi les membres répondent et où l'algorithme obtient ses données.

⭐ Les programmes **Pro** et **Enterprise** permettent d'ajouter de nouvelles questions au questionnaire, mais les programmes **Teams** ne peuvent que supprimer des questions ou modifier des réponses possibles. Veuillez contacter votre MSA ou équipe d'assistance de Mentorly pour toute modification.


* * *

![](/images/help/articles/smart-matching-1.png)

# **Allons-y!**

![](/images/help/articles/smart-matching-2.gif)

Lorsque vous êtes prêt à commencer à faire le jumelage des membres de votre programme, rendez-vous sur votre onglet **Jumelage** dans le tableau de bord de votre programme. Pour de meilleurs résultats, nous vous recommandons fortement de commencer le jumelage lorsque la majorité de vos mentors et mentorés sont intégrés, car cela signifie qu'ils auront rempli leur questionnaire de jumelage.  

Vous pouvez vérifier le statut de vos membres en vérifiant le graphique de progrès des utilisateurs sur l'onglet Accueil.

L’onglet Jumelage est très facile à naviguer. Vous pouvez trier la première colonne par mentors ou par mentorés, et la deuxième colonne vous permet de créer des dyades ou d'afficher celles en cours.


* * *

![](/images/help/articles/smart-matching-3.gif)

# **Commencer le Jumelage!**

Pour faire un jumelage, sélectionnez le mentor ou le mentoré pour lequel vous souhaitez créer un jumelage et cliquez sur « ajouter un mentoré/mentor ».

Vous pouvez choisir parmi une liste de partenaires suggérés en fonction de la compatibilité ou rechercher un membre spécifique. Une fois sélectionné, cliquez sur «Mettre 1 match en brouillon». Lorsque vous êtes prêt à activer, appuyez simplement sur «Activer le Jumelage» dans la bannière violette en haut de la page! Simple comme bonjour!

![](/images/help/articles/smart-matching-4.gif)


Si vous lancez un nouveau programme, vous pouvez d'abord créer le brouillon de tous vos dyades et les activer tous en même temps d'un simple clic.

![](/images/help/articles/smart-matching-5.png)


Tous les brouillons sont indiqués par une icône de crayon à la place de la photo de profil de l'utilisateur.


**À noter:** L'activation d'un jumelage déclenche un courriel pour le mentor et le mentoré, les présentant et leur donnant accès à leur profil complet.

Un jumelage activé permet au mentor et au mentoré de communiquer entre eux via l'outil de messagerie de Mentorly, et les mentorés pourront réserver une séance avec leur mentor.

![](/images/help/articles/smart-matching-6.jpg)

* * *

# **Supprimer des matchs**

À tout moment du programme, vous pouvez toujours désactiver les matchs.

Pour ce faire, cliquez simplement sur la ligne du mentor/mentoré sélectionné pour lequel vous souhaitez désactiver les matchs et la liste de leurs matchs apparaîtra.

Sélectionnez les matchs à supprimer en cliquant sur le signe moins - vous pouvez en sélectionner plusieurs - puis cliquez sur **supprimer les matchs** dans le coin supérieur droit.

![](/images/help/articles/smart-matching-7.jpg)

Lorsqu'un jumelage est supprimé, ni le mentor ni le mentoré ne le verront apparaître dans leur onglet Jumelage. Si vous supprimez un jumelage activé, il restera visible avec un panneau d'arrêt, indiquant que la dyade a été désactivé. Vérifiez la colonne Dernière Mise à Jour pour voir la date de début et de fin de chaque jumelage.

* * *

# **Le point de vue d'un mentor/mentoré**

Pour plus d'informations sur l'expérience du mentor ou du mentoré, consultez [cet article](https://intercom.help/mentorly/fr/articles/5389499-trouver-un-e-mentor-e-et-reserver-une-seance) qui décrit chaque étape de la façon d'explorer leurs matchs.


* * *

# **Vous avez des questions ou besoin d'aide ?**

Ne vous inquiétez pas, nous sommes là pour vous aider !

Si vous avez un MSA désigné, contactez-le simplement par e-mail pour toute question ou préoccupation que vous pourriez avoir.

Si vous n’avez pas de MSA, contactez l’équipe d’assistance de Mentorly en allant dans l’onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct**.


![](/images/help/articles/smart-matching-8.jpg)

5\. Review both the mentor's and mentee's responses: You'll see green check marks for the answers they share in common.

* * *

# A mentor/mentee's perspective

Members will have a **Matches** tab that will appear on their personal dashboard, and they will have access to the matching questions during the onboarding process.  

For more information on the mentor or mentee's experience, check out [this article](/en/help/for-mentees/finding-a-mentor-and-booking-a-session) that outlines each step on how to explore their Matches.


Voici tout ce que vous devez savoir sur notre nouvelle version de jumelage.

Jumelage


Matching is at the heart of your program, as it's where you can match mentors and mentees. Smart matching helps you create direct connections for your members to easily provide and access mentorship!

By default, matching is enabled for every program.

1.  [What types of matching does Mentorly offer?](#what-types-of-matching-does-mentorly-offer)
    
2.  [How to prepare](#how-to-prepare)
    
3.  [Ready, set match!](#ready-set-match)
    
4.  [Creating matches](#creating-matches)
    
5.  [Removing matches](#removing-matches)
    
6.  [A mentors/mentees perspective](#a-mentors-mentees-perspective)
    

* * *

# What types of matching does Mentorly offer?

Mentorly generates compatibility scores between mentors and mentees based on their answers to our program Matching questions.When designing their program, Program Managers can choose between two types of matching:

**Automatic matching** allows the Program Manager to automatically generate several matches at once with the click of a button by pairing up mentors and mentees with the highest compatibility scores.

**Manual matching** allows for the Program Manager to create specific matches one at a time, regardless of a compatibility score.

Before inviting members to your program, be sure to review the Matching Questions, as they provide the data that feeds Mentorly's matching algorithm.

⭐ Only **Enterprise** programs allow for new questions to be added to the algorithm, and **Pro** programs can add questions, however **Teams** programs can only remove questions or modify possible answers. Please reach out to your MSA or Mentorly support team for any modifications.

* * *

# Ready, set, match!

When you're ready to start matching members of your program, head on over to your **Matching** tab in your program dashboard. For best results, we strongly recommend you start matching when the majority of your mentors and mentees are onboarded, as this means they will have completed their matching questionnaire.

  
You can check on the status of your members by verifying the **User Progress** chart on the **Home** tab.

![](/images/help/articles/smart-matching-1.png)

The Matching tab is very easy to navigate. For easy viewing, you can sort the first column by either mentors or mentees, and the second column is where you can create matches or view current ones.

![](/images/help/articles/smart-matching-2.gif)

* * *

# Creating matches

To manually create a Match, select the mentor or mentee that you'd like to create a match for and click on 'add mentee/mentor'.  


You can choose from a list of the top suggestions based on compatibility, or search for a specific user. Once selected, hit "Draft 1 Match". When you're ready to activate, simply press the activate button in the purple banner at the top! It’s that simple.

![](/images/help/articles/smart-matching-3.gif)

To automatically generate multiple matches based on compatibility scores, simply click on the Automatic Matching button in the top right-hand corner of the Matching page.  
  
You will then need to select the number of matches allowed per mentor/mentee. Once done, you will be notified that Matching is running. The more users in your program, the longer it will take for matching to be completed.  
  
Once complete, the page will automatically refresh and you will now have multiple drafted matches that you can choose to activate whenever you're ready.

![](/images/help/articles/smart-matching-4.gif)

  
All drafts are indicated by a pencil icon in place of the user's profile picture.

![](/images/help/articles/smart-matching-5.png)

  
Activating a Match triggers a notification email for both the Mentor and Mentee, introducing them and giving them access to their full profile.  


An activated Match enables Mentor & Mentee to communicate with each other via Mentorly's messaging tool, and mentees will be able to book with their mentor.

**Want to review a mentor's or mentee's answers to their program questions?** Head over to the Members tab, type in their name, and go to the Program Questions tab.

![](/images/help/articles/smart-matching-6.jpg)

* * *

# Removing matches

At any point in the program, you can always **deactivate** any matches.  
  
To do so, just click on the row of the selected mentor/mentee that you want to deactivate matches for and the list of their matches will appear.

Select the matches to delete by clicking on the minus sign - you can select more than one - then click **delete match(es)** in the upper right corner.

![](/images/help/articles/smart-matching-7.jpg)

When a match is deleted, neither the mentor or the mentee will see it appear in their Matches tab. If you delete an activated match, it will remain visible with a stop sign, indicating the Match was deactivated. Check the Last Updated column to see the Start and End date of every Match.

* * *

# Matching insights:

Once a match has been activated, you can view and compare the answers of a match to see what they have in common that generated their compatibility score.  


**Here's how:**

1\. Click on the **Matching tab** from your Program Dashboard.

2\. Filter by Status: Matched

3\. Select a row by clicking on the drop down arrow beside the mentor or mentee's name.

4\. Click on the ℹ️ beside the compatibility score (%).  


![](/images/help/articles/smart-matching-8.jpg)

5\. Review both the mentor's and mentee's responses: You'll see green check marks for the answers they share in common.

* * *

# A mentor/mentee's perspective

Members will have a **Matches** tab that will appear on their personal dashboard, and they will have access to the matching questions during the onboarding process.  
  
For more information on the mentor or mentee's experience, check out [this article](/en/help/for-mentees/finding-a-mentor-and-booking-a-session) that outlines each step on how to explore their Matches.


Here's everything you need to know about Mentorly's smart matching!

Smart Matching


1.  [Jumelage](#h_0263b1d619)

2.  [Séances](#h_19b58e4da6)

3.  [Créer une session](#h_0ded5ef8c5)

4.  [Suivi de l'engagement](#h_7d84fe06c3)

Une fois que vos membres ont été invités ou inscrits, il est temps de commencer à chercher des moyens de gérer votre programme pendant qu'il est en cours.

* * *

# **Jumelage**:

Lorsque vous êtes prêt à commencer le jumelage des membres de votre programme, rendez-vous sur votre onglet **Jumelage** dans le tableau de bord de votre programme et [cliquez ici](https://intercom.help/mentorly/fr/articles/5596082-jumelage-en-version-beta) pour plus d'informations sur la façon d'utiliser le Jumelage.

* * *

![](/images/help/articles/managing-your-program-1.png)

# **Séances** :

Que vos membres aient été jumelés ou que vous leur permettiez de réserver « à la carte »; que les sessions commencent !
Pour générer de l'enthousiasme et stimuler l'élan parmi les membres de votre programme, nous vous recommandons de communiquer avec eux lorsque les sessions doivent commencer.
En tant que gestionnaire de programme, vous pouvez suivre toutes les sessions qui se déroulent dans votre programme, via un aperçu du calendrier sur votre onglet **Sessions**.


Les types de sessions sont codés par couleur :

-   Jaune : sessions 1 : 1 entre un mentoré et un mentor

![](/images/help/articles/managing-your-program-2.png)

-   Vert : cours de maître animées par un mentor

-   Bleu : Séances privées en groupe

# **Créer une session :**

En tant que gestionnaire de programme, vous avez la possibilité de créer une session de groupe privée ou un cours de maître publique pour vos membres.


![](/images/help/articles/managing-your-program-3.png)

En cliquant sur le bouton créer une session, il vous demandera de sélectionner une session de groupe ou un cours de maître, puis de remplir le formulaire. Une fois enregistrés, les membres invités recevront une notification par courriel.

# **Suivi de l'engagement :**

Une fois les sessions lancées, vous pouvez utiliser l'onglet **Statistiques** pour suivre les niveaux d'engagement de votre programme.

Il existe différentes manières de déterminer les niveaux d'engagement : taux d'adoption des mentorés, sessions répétées par mentor ou simplement l’aperçu mensuel des sessions. Trouvez ce qui fonctionne pour vous et les besoins de votre programme !

**Vous constatez un faible engagement ?** Pas de soucis, il existe de nombreuses stratégies différentes que vous pouvez adopter pour aider à augmenter ces niveaux.

Si vous avez un MSA, contactez-le pour un appel de stratégie d'engagement. Si vous n'avez pas de MSA, contactez l'équipe d'assistance de Mentorly pour obtenir des conseils et astuces amicaux. Nous sommes là pour votre réussite !


![](/images/help/articles/managing-your-program-4.png)

* * *

![](/images/help/articles/managing-your-program-5.png)

# **Évaluations et commentaires:**

Lorsque les membres participent à des sessions vidéo, un écran d'évaluation et d'examen leur est proposé à la fin de l'appel. Bien que ces évaluations ne soient pas partagées avec l'autre mentor/mentoré évalué, les gestionnaires de programme y ont accès.


![](/images/help/articles/managing-your-program-6.png)


Pour les consulter, il vous suffit de vous rendre dans votre onglet Accueil et de faire défiler l'écran vers le bas pour en savoir plus sur les évaluations et les critiques.

Vous pouvez également filtrer les évaluations par note, par nom d'utilisateur/email ou par contenu, et les trier par date ou par nom. De plus, un aperçu rapide du nombre total d'avis et de l'évaluation moyenne est affiché en haut de la page. Il n'a jamais été aussi facile de trouver et de comprendre les évaluations.

En outre, le taux de satisfaction de Mentorly reflète la satisfaction des utilisateurs à l'égard de leur programme de mentorat. Il s'agit d'une mesure cruciale qui indique le succès de votre programme en facilitant des connexions significatives et en apportant de la valeur. Une note élevée renforce la réputation, attire plus d'utilisateurs et favorise la croissance.

Pour voir, rendez-vous simplement sur votre onglet **Accueil** et faites défiler vers le bas.

* * *

# **Et après?**

Si vous envisagez d'étendre votre programme, contactez votre MSA ou l'équipe d'assistance de Mentorly pour obtenir de l'aide !

* * *

# **Vous avez des questions ou besoin d'aide ?**


Voici comment gérer votre programme une fois que les membres ont été intégrés.

Gestion de votre programme


Once your members have either been invited or signed up, it's time to start looking at ways you can manage your program while it's ongoing.

* * *

# **Matching:**

When you're ready to start matching members of your program, head on over to your **Matching** tab in your program dashboard and [click here for more information](/en/help/program-manager-guides/smart-matching) on how to use Smart Matching.

* * *

# **Sessions:**

Whether your members have been matched up or you're allowing them to book 'a la carte', let the sessions begin!

To generate enthusiasm, we recommend communicating to your program members when sessions are set to begin.

As a Program Manager, you can track all sessions that are taking place in your program, via a calendar overview on your **Sessions** tab.

![](/images/help/articles/managing-your-program-1.png)

The types of sessions are colour-coded:

- Yellow: 1:1 sessions between a mentee and mentor
- Green: Masterclasses hosted by a mentor
- Purple: Private group sessions
    

## **Create a session:**

As a program manager, you have the ability to create either a private group session or public masterclass for your members.

![](/images/help/articles/managing-your-program-2.png)

By clicking the **create a session** button, it will prompt you to select a group session or masterclass, then fill out the form. Once saved, invited members will receive an email notification.

* * *

# **Tracking Engagement & People Analytics:**

Once sessions are underway, you can track Program Engagement as well as participant sentiment, mentee goals, conversation themes, skill gaps, and growth opportunities in the [Intelligence](/en/help/program-manager-guides/mentorly-intelligence-understand-what-s-really-happening-in-your-program) tab.  


![](/images/help/articles/managing-your-program-3.png)

There are various different ways of determining engagement levels: mentee adoption rate, repeated sessions per mentor, session reviews and sentiment, or monthly sessions overview. Find what works for you and your program's needs!

**Noticing low engagement?** No worries, there are a lot of different strategies that you can take to help boost these levels.

If you have an MSA, reach out to them for an engagement strategy call. If you don't have an MSA, reach out to Mentorly's support team for some friendly advice and tips. We're here for your success!

* * *

# **Ratings and Reviews:**

When participants have completed a session in Mentorly, they're prompted with a Ratings and Reviews survey at the end of their call. While these reviews are not shared with the other mentor/mentee being reviewed, Program Managers have full access.  


![](/images/help/articles/managing-your-program-4.png)

As long as Mentors and mentees synced their calendar with Mentorly, they can leave a review no matter where or how their session took place—in Mentorly, other virtual means or in person. We're meeting them where they are, so sharing feedback fits into their flow, not the other way around.

![](/images/help/articles/managing-your-program-5.png)

To view, just head over to your **Home** tab and scroll down to **view more** on Ratings & Reviews. You can view an in-dept sentiment analysis of all accumulated reviews in the Engagement section of the [Intelligence](/en/help/program-manager-guides/mentorly-intelligence-understand-what-s-really-happening-in-your-program) tab.

At first glance, you'll see an overview of total reviews and average rating at the top of the page. You can also filter reviews by rating, user name/email, or content, and sort them by date or name.  


![](/images/help/articles/managing-your-program-6.png)

  
Mentorly's **satisfaction rating** reflects user contentment with their mentoring program. It's a crucial metric indicating your program's success facilitating meaningful connections and delivering value. A high rating boosts reputation, attracts more users, and fosters growth.

* * *

# **What's next?**

If you're thinking about expanding your program, reach out to your MSA or Mentorly's support team for assistance!

* * *

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here's how to manage your program once members have been onboarded.

Managing your program


1.  [Comment inviter des membres à votre programme](#h_11539fe2d0https://help.mentorly.co/fr/articles/5517277-inviter-des-membres-a-votre-programme#h_11539fe2d0)

2.  [Télécharger manuellement](#h_0f20e088d7)

3.  [Inscription générale](#h_e0c7684800)

4.  [Connaissez vos limites](#h_a785ce2581)

5.  [Tableau de progression de l'intégration](#h_b0be162ab4)

6.  [Pages des mentors](#h_6261ef0fc2)


7.  [Cohortes et étiquettes](#h_9f1e13b3e0)

Après avoir configuré votre programme, il est temps de commencer à inviter des membres.

Mentorly vous donne les outils clés pour ajouter des membres à votre programme et comment gérer leur processus d'intégration le mieux possible.

⭐ Pour **tous** les plans avec un MSA, nous proposons une démonstration en direct d'une heure qui aide à présenter la plate-forme à vos membres. Alternativement, nous pouvons fournir un enregistrement de démonstration à la place. Parlez à votre MSA ou l'Équipe d'Assistance Mentory pour trouver ce qui vous convient le mieux.

Commençons! 🎉

* * *

# **Comment inviter des membres à votre programme**

Il existe deux façons d'inviter ou de recruter des membres pour votre programme.

## **Télécharger manuellement :**

Cette méthode est idéale si vous avez déjà une liste de membres que vous souhaitez inclure dans votre programme de mentorat. Vous pouvez soit ajouter un nouveau membre individuellement, soit plusieurs à la fois.

Rendez-vous sur l'onglet **Membres** de votre tableau de bord du programme.

## Pour ajouter un nouveau membre individuellement :

![](/images/help/articles/inviting-members-to-your-program-1.jpg)

Cliquez sur le bouton +, entrez son nom et son courriel. Si le membre est un mentor, cliquez simplement sur la case qui dit « Mentor ». Appuyez sur Enregistrer et envoyez-leur un courriel d'invitation, où ils peuvent s'inscrire et commencer à remplir leur profil.

**Ajout de plusieurs membres à la fois :**

Dans l'onglet **Membres**, cliquez sur l'icône de téléchargement (à côté du bouton +). Les instructions vous inviteront à télécharger notre modèle CSV afin que vous puissiez importer plusieurs utilisateurs à la fois.

Les informations les plus importantes requises pour le modèle CSV sont le nom du membre, son adresse courriel et s'il est un mentor. Une fois le modèle rempli, vous pouvez l'importer.

Si votre programme utilise des étiquettes, vous pouvez également inclure l'étiquette dans ce modèle - cependant, il est important que l'étiquette soit créée *avant* de télécharger cette liste.




![](/images/help/articles/inviting-members-to-your-program-2.png)

Après avoir importé la liste des membres, vous verrez (sur votre onglet Membres) un avis indiquant que vous avez des utilisateurs en attente d'une invitation. Cliquez simplement sur **Envoyer des courriels** **d'invitation** et vous êtes prêt à partir !

**Bon à savoir :** en téléchargeant manuellement vos utilisateurs (soit individuellement, soit en multi-téléchargement), les mentors sont automatiquement approuvés, ce qui signifie qu'ils apparaîtront sur la page Mentors de votre programme une fois leur intégration terminée. Pour plus d'informations sur ce que cela signifie, continuez à lire cet article !

# **Inscription générale :**

Au lieu de télécharger une liste spécifique de membres, vous pouvez aussi autoriser une inscription générale, dans laquelle les mentors et les mentorés peuvent s'inscrire eux-mêmes !

![](/images/help/articles/inviting-members-to-your-program-3.gif)

Toute personne visitant la page de destination de votre programme aura la possibilité de s'inscrire elle-même, soit en tant que mentoré, soit en tant que mentor. Une fois qu'ils se sont inscrits, ils seront invités à suivre les étapes d'intégration - les mêmes que lorsque les membres sont spécifiquement invités.

**Bon à savoir :** avec l'inscription générale, les mentors devront être approuvés par le gestionnaire de programme afin d'être visibles sur la page des mentors. Plus d'informations à ce sujet sont fournies ci-dessous!

**Bon à savoir** : la page d'inscription générale est toujours disponible sur votre page de destination pour les visiteurs. Veuillez parler avec votre MSA ou équipe d'assistance Mentorly pour voir s'il y a lieu de le supprimer.

* * *

# **Connaissez vos limites** :

Le nombre de membres que vous pouvez avoir dans votre programme est déterminé par le plan que vous avez acheté avec Mentorly.

**Équipes :** jusqu'à 100 utilisateurs

**Pro :** 100 - 500 utilisateurs

**Entreprise :** 500 + utilisateurs

Si vous avez des questions concernant vos limites d'utilisateurs, n'hésitez pas à contacter votre MSA dédié ou l'équipe d'assistance de Mentorly.

* * *

# **Tableau de progression de l'intégration :**

Une fois que vos membres ont commencé à s'inscrire, vous pouvez suivre leur progression d'intégration via l'onglet **Accueil** avec le **tableau de Progrès des utilisateurs**.

![](/images/help/articles/inviting-members-to-your-program-4.png)

Chacun de ces statuts peut être considéré comme une étape du parcours de mentorat d'un utilisateur dans votre programme. Pour être réservés, les mentors et les mentorés doivent avoir été invités, inscrits et avoir terminé leur intégration (en remplissant les exigences de leur profil et en répondant au questionnaire de correspondance).

**Bon à savoir** : votre programme n'exige peut-être pas que des mentors et des mentorés soient jumelés, et ce n'est pas grave ! Vous pouvez simplement ignorer cette barre de progression si tel est le cas.

**Bon à savoir :** ces statuts sont également présentés dans l'onglet Membres, où vous pouvez filtrer par statut.

**Bon à savoir :** ces statuts de progression ne sont visibles que par les responsables de programme, de sorte que les membres ne pourront pas voir à quel statut de progression ils se trouvent.

* * *

# **Page des mentors :**

En plus d'une page de destination, votre programme dispose également d'une page **Mentors** accessible en haut du tableau de bord personnel de chaque membre.

![](/images/help/articles/inviting-members-to-your-program-5.jpg)

Cette page **Mentors** est conçue non seulement pour afficher les mentors disponibles dans votre programme, mais aussi pour permettre aux mentorés et autres mentors de parcourir les mentors disponibles.

En tant que gestionnaire de programme, vous contrôlez la façon dont cette page est vue par les membres de votre programme.

Si votre programme utilise le jumelage et que vous souhaitez que vos membres ne rencontrent que leurs jumelages spécifiques, vous ne voudrez peut-être pas que les mentors apparaissent sur cette page.

Pour apparaître sur cette page, le profil d'un mentor doit être marqué comme **Accepté**. Cela se produit de deux manières :
-   Lorsqu'un mentor est téléchargé manuellement par un Gestionnaire de Programme, ils sont automatiquement marqués comme **Acceptés**.


![](/images/help/articles/inviting-members-to-your-program-6.jpg)

-   Lorsqu'un mentor s'inscrit lui-même, il ne sera pas marqué comme **Accepté**. Pour ce faire, vous devrez accéder au profil du mentor via l'onglet Membres, faire défiler vers le bas et cliquer sur **Accepté**.

**Bon à savoir :** s'ils sont marqués comme **Acceptés**, un mentor doit avoir le statut **Enrolé** pour être visible sur la page Mentors.

**Bon à savoir :** vous pouvez également choisir de présenter des mentors. Cela signifie qu'ils apparaîtront sur la page de destination du programme lui-même. C'est une excellente façon de présenter un groupe spécifique de mentors.

* * *

# **Cohortes et étiquettes**

Vous pouvez choisir de regrouper ou de suivre vos membres de manière spécifique, et c'est là qu'interviennent les cohortes et les étiquettes! Les cohortes et les étiquettes peuvent coexister, et voici comment chacun fonctionne individuellement.

# **Cohortes :**

De par sa conception, une cohorte est un groupe privé de membres. Lorsqu'il fait partie d'une cohorte, un mentoré ou un mentor ne pourra voir que les autres mentors de la même cohorte sur la page **Mentors**.


![](/images/help/articles/inviting-members-to-your-program-7.png)

Les cohortes ont une fonctionnalité de rapport - cela signifie que l'onglet **Statistiques > Activité** décomposera les données par cohorte. C'est très bien si vous voulez comparer le nombre d'inscriptions ou de sessions par cohorte.

⭐ Si votre programme est sur le plan **Équipes**, vous êtes limité à seulement 5 cohortes à la fois. Pour les plans **Pro** et **Enterprise**, vous pouvez avoir un nombre illimité de cohortes.

**Bon à savoir :** Un membre ne peut faire partie que d'une seule cohorte à la fois.

**Bon à savoir :** un membre ne saura pas à quelle cohorte il fait partie - cela n'est visible que par le gestionnaire de programme.

## **Pour créer une cohorte :**

Rendez-vous dans l'onglet **Membres** et cliquez sur **Cohortes**. Cliquez sur le bouton **+**, nommez votre cohorte et le tour est joué !

Pour ajouter des membres, accédez à votre onglet **Membres** et recherchez le membre que vous souhaitez faire partie de la cohorte. Vous pouvez attribuer au membre une cohorte au bas de son onglet Infos de son profil.

# **Étiquettes:**

Les étiquettes peuvent remplir différentes fonctions pour votre programme. Vous pouvez les utiliser pour étiqueter certains membres ou restreindre les personnes auxquelles ils ont accès dans le programme.

Bien que les étiquettes n'aient pas de fonction de rapport comme le font les cohortes, les membres peuvent faire partie d'autant de étiquettes que nécessaire.


Vous avez deux options lors de la création d'une étiquette: publique et filtrante.

**Publique :** En rendant une étiquette publique, cela signifie que le nom de l'étiquette apparaîtra sur le profil du mentor ou du mentoré. Ceci est utile lorsque vous souhaitez présenter certains membres dans le cadre d'un certain groupe.

En ne rendant pas l'étiquette publique, vous gardez cette catégorisation privée et le membre qui est étiqueté ne saura pas qu'il a cette étiquette

**Filtrante :** lorsqu'une étiquette est filtrante, cela signifie que vous limitez tous ceux du groupe étiqueté pour ne voir que ceux qui ont la même étiquette.

Si vous choisissez de ne pas filtrer l'étiquette, cela signifie qu'un membre fera partie du groupe étiqueté mais aura toujours accès à ceux en dehors de l'étiquette .

## **Pour créer une étiquette :**

![](/images/help/articles/inviting-members-to-your-program-8.jpg)

Dirigez-vous vers votre onglet **Membres** et cliquez sur **Groupes par étiquettes**. Cliquez sur **\+ Créer un groupe d'**étiquettes, saisissez un nom et choisissez s'il doit être public et/ou filtrant, et le tour est joué ! Une fois l'étiquette créée, vous pouvez facilement ajouter des membres tout de suite en recherchant leur nom.

* * *

# **Et après?**

Découvrez comment [gérer votre programme](https://help.mentorly.co/fr/articles/5524673-gestion-de-votre-programme) une fois que les membres commencent à s'engager dans la plateforme.

* * *

# **Vous avez des questions ou besoin d'aide ?**

Ne vous inquiétez pas, nous sommes là pour vous aider !

Si vous avez un MSA désigné, contactez-le simplement par e-mail pour toute question ou préoccupation que vous pourriez avoir.


La clé d'un programme réussi ? Tout dépend des membres !

Inviter des membres à votre programme


1.  [How to invite members to your program](#how-to-invite-members-to-your-program)
    
2.  [General Sign up](#general-sign-up)
    
3.  [Know your limits](#know-your-limits)
    
4.  [Onboarding progress chart](#onboarding-progress-chart)
    
5.  [Mentors page](#mentors-page)
    
6.  [Cohorts and tags](#cohorts-and-tags)
    

After setting up your program, it's time to start inviting members.

Mentorly gives you the key tools to add members to your program and how to best manage their onboarding process.

⭐ For **all** plans with an MSA, we offer a one-hour live demo that helps introduce the platform to your members. Alternatively, we can provide a demo recording instead. Speak with your MSA or Mentorly Support Team to find what works best for you.

Let's begin! 🎉

* * *

# **How to invite members to your program**

There are two ways you can invite or recruit members to your program.

## **Manually upload:**

This method is ideal if you already have a set list of members you want to have in your mentorship program. You can either add a new member individually, or multiples at a time.

Head over to the **Members** tab of your Program Dashboard.

## **To add a new member individually:**

Click the + button, enter their name and email. If the member is a mentor, just click the box that says 'Mentor'. Hit save, and send them an invitation email, where they can sign up and start filling out their profile.

![](/images/help/articles/inviting-members-to-your-program-1.jpg)

## **Adding multiple members at once:**

From the **Members** tab, click the upload icon (beside the + button). The instructions will prompt you to download our [CSV template](https://docs.google.com/spreadsheets/d/1OCxDr8DeKbLHjXK5ajrGghLPFb1mS05bJzaaVxlgSgg/edit?gid=1043438006#gid=1043438006) so you can import multiple users at once.

The mandatory information required for the CSV upload is the member's name, email and if they are a mentor. Once the template has been filled out, you can import it.  
  
If your program is using tags, you can include the tag in this template as well - however, it's important that the tag is created *before* you upload this list.

After importing the list of members, you'll see (on your Members tab) a notice that you have users pending an invitation. Simply click **send invitation emails** and you're good to go!

  


![](/images/help/articles/inviting-members-to-your-program-2.png)

**Good to know:** By manually uploading your users (either individually or multi-upload), mentors are automatically approved, which means they will be featured on your program's Mentors page once they've completed onboarding. For more information on what this means, continue reading this article!

# **General sign up:**

If you're not sure who you want to take part in your program and want to allow for general sign up, then the good news is that you can!

Anyone visiting your program's landing page will have the option to sign up themselves, either as a mentee or a mentor. Once they sign up, they'll be prompted to follow the onboarding steps - the same as when members are specifically invited.

![](/images/help/articles/inviting-members-to-your-program-3.gif)

**Good to know:** With general sign up, mentors will need to be approved by the Program Manager in order to be visible on the Mentors page. More information about this is provided below!

**Good to know:** The general sign up page is always available on your landing page to visitors. Please speak with your MSA or Mentorly support team to see about removing it if need be.

* * *

# **Know your limits:**

The amount of members you're able to have in your program is designated by the plan you've purchased with Mentorly.

**Teams:** Up to 100 users

**Pro:** 100 - 500 users

**Enterprise:** 500 + users

If you have any questions surrounding your user limits, please don't hesitate to reach out to your dedicated MSA or Mentorly's support team.

* * *

# **Onboarding progress chart:**

Once your members have started signing up, you can track their onboarding progress via the **Home** tab with the **Onboarding Progress** chart**.**

Each of these statuses can be considered as steps in a user's mentorship journey in your program. In order to be booked, mentors and mentees must have been invited, signed up and completed their onboarding (fulfilling their profile requirements and answering the matching questionnaire).

![](/images/help/articles/inviting-members-to-your-program-4.png)

**Good to know:** Your program may not require mentors and mentees to be matched, and that's okay! You can simply disregard that progress bar if this is the case.

**Good to know:** These progress statuses are also featured on the Members tab, where you can filter by status.

**Good to know:** These progress statuses are visible to Program Managers only, so members won't be able to see what progress status they are at.

* * *

# **Mentors page:**

Along with a landing page, your program also has a **Mentors** page that is accessible at the top of every member's Personal Dashboard.

This **Mentors** page is designed to not only display mentors available in your program, but allow mentees and other mentors to browse the available mentors.

![](/images/help/articles/inviting-members-to-your-program-5.jpg)

As a program manager, you have control over how this page is viewed by the members in your program.  
  
If your program is using matching, and you only want your members to meet with their specific matches, then you may not want mentors to appear on this page.

In order to appear on this page, a Mentor's profile must be marked as **Approved.** There are two ways this happens:

- When a mentor is manually uploaded by a Program Manager, they are automatically marked as **Approved.**
- When a mentor signs up themselves, they will not be marked as **Approved**. To do so, you will need to access the mentor's profile via the Members tab, scroll down and click **Approved**.
    

![](/images/help/articles/inviting-members-to-your-program-6.jpg)

**Good to know:** If they are marked as **approved**, a mentor must be at the Onboarded status in order to be visible on the Mentors page.

**Good to know:** You can also choose to **Feature** mentors. This means they will appear on the landing page of the program itself. This is a great way to showcase a specific group of mentors.

* * *

# **Cohorts and Tags**

You may choose to either group or track your members in specific ways, and that's where cohorts and tags come in! Cohorts and Tags can co-exist, and here's how each individually function.

# **Cohorts:**

By its design, a cohort is a private group of members. When in a cohort, a mentee or mentor will only be able to view other mentors of the same cohort on the **Mentors** page.

Cohorts have a reporting functionality - this means that the **Reporting > Activity** tab will break down data per cohort. This is great if you want to compare the amount of sign-ups or sessions per cohort.  


![](/images/help/articles/inviting-members-to-your-program-7.png)

⭐ If your program is on **Teams**, you are limited to only 5 cohorts at one time. For **Pro** and **Enterprise** plans, you are able to have an unlimited amount of cohorts.

**Good to know:** A member can only be part of one cohort at a time.

**Good to know:** A member won't know what cohort they are a part of - this is visible only to the Program Manager.

To create a cohort:

Head over to your **Members** tab and click **Cohorts**. Click on the + button, name your cohort, and you're done!

To add members, go to your **Members** tab and search for the member you want to be part of the cohort. You can assign the member a cohort at the bottom of their Info tab of their profile.

# **Tags:**

Tags can serve a few different functions for your program. You can use them to label certain members or restrict who they have access to within the program.

While tags don't have a reporting function like cohorts do, members can be part of as many tags as needed.

You have two options when creating a tag: public and filtering.  


**Public:** By making a tag public, this means the name of the tag will appear on the mentor or mentee's profile. This is helpful for when you want to showcase certain members as part of a certain group.

By not making the tag public, you keep this categorization private and the member who is tagged will not know they have this tag.

**Filtering:** When a tag is filtering, this means you are limiting all those within the tagged group to only see those with the same tag.

If you choose not to filter the tag, it means a member will be part of the tagged group but still have access to those outside of that tag.

## To create a tag:

Head to your **Members** tab and click on **Tag groups.** Click on **+ Create Tag Group,** enter a name and choose if it should be public and/or filtering, and you're done! Once the tag is created, you can easily add members right away by searching for their name.

![](/images/help/articles/inviting-members-to-your-program-8.jpg)

* * *

# **What's next?**

Check out how to best [manage your program](/en/help/program-manager-guides/managing-your-program) once members start engaging in the platform.

* * *

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the Help tab found on your personal dashboard and clicking Go to Live Chat.


The key to a successful program? It's all about the members!

Inviting members to your program


1.  [Concevoir votre portail](#h_8ac023956d)

2.  [URL](#h_3a083a1f50)

3.  [Disciplines et sous-disciplines](#h_44b2051949)

4.  [Courriels transactionnels](#h_79430c948c)

5.  [Prendre des décisions pour votre programme](#h_f48bbafe6c)

6.  [Types de jumelages](#h_00f31318dd)

7.  [Types de séances autorisés](#h_f5fedb121d)

8.  [Durée des séances](#h_2489109b5b)

9.  [Nombre maximal de séances](#h_96292b5fd6)

Mentorly offre une grande variété de façons de personnaliser votre programme de mentorat pour répondre aux besoins de vos mentors et mentorés. Avant d'inviter des membres, assurez-vous de suivre toutes les étapes cruciales et étapes clés de la mise en place de votre programme.

**Bon à savoir :** cet article vous guidera à travers toutes les étapes nécessaires, mais comme toujours, veuillez contacter votre MSA dédié pour obtenir de l'aide ou contacter l'équipe d'assistance de Mentorly si vous avez des questions !

# **Commençons!**🎉

* * *


# **Concevoir votre portail :**

À partir de votre tableau de bord du programme, rendez-vous sur l'onglet **Programme** c'est là que toutes les décisions de conception pour votre portail auront lieu.

Il est important de personnaliser votre portail pour représenter votre programme de mentorat et l'image de marque ou le guide de style de votre entreprise.

Tenez compte des éléments suivants lors de la conception de votre portail :



![](/images/help/articles/setting-up-your-program-1.gif)

-   Inclure une description solide qui inclut tous les motifs ou objectifs derrière le programme de mentorat

-   Personnalisez les couleurs en fonction de l'image de marque ou du guide de style de votre entreprise
-   Télécharger les images du programme et les logos des partenaires
**Bon à savoir** : les champs de texte sous l'onglet Programme sont compatibles avec le langage HTML.


**Bon à savoir** : vous pouvez cliquer à tout moment sur **Voir le site** en haut à droite de votre tableau de bord du programme pour voir à quoi ressemble votre portail.

* * *

# **URL**

L'URL de votre portail sera votre nom de programme.mentorly.co

⭐ **Pour les Programmes Entreprise** : si vous êtes une entreprise en marque blanche, vous pouvez créer une URL personnalisée sans le domaine de Mentorly. Veuillez indiquer à votre MSA l'URL que vous souhaitez pour votre programme et nous nous en occuperons à partir de là !

Si vous êtes sur le plan Teams ou Pro, parlez à votre représentant commercial MSA ou Mentorly pour savoir comment avoir une URL personnalisée.

* * *

# **Champs d'intérêts**

Les secteurs/industries et les domaines d'expertise sont une série d'options parmi lesquelles un mentor et un mentoré.e peuvent choisir lors de la création de leur profil.

Cette liste peut être personnalisée pour représenter la démographie de votre programme.

Vous pouvez créer votre liste de secteurs/industries en allant sur l'onglet du programme et en cliquant sur la section secteurs/industries.

**Bon à savoir :** Lorsque les membres commencent à remplir leur profil, il est fortement recommandé de ne pas modifier les secteurs/industries, car cela affecte les profils des membres.

![](/images/help/articles/setting-up-your-program-2.jpg)

* * *

# **Courriels transactionnels**

Tout au long du programme, vos membres seront informés par courriel d'évènements tel que les nouveaux messages et les demandes de séance.

Par défaut, ces courriels transactionnels ont la marque Mentorly dans l'en-tête et le pied de page, mais cela sera personnalisé pour s'adapter au guide de style de votre programme.

⭐ **Pour les programmes Entreprise** : si vous avez souscrit au forfait Entreprise, le texte de chaque courriel transactionnel est également personnalisable. Demandez à votre MSA une copie de tous les e-mails transactionnels et indiquez-nous les modifications que vous souhaitez apporter.


Si vous êtes sur le plan **Teams** ou **Pro**, parlez à votre MSA ou votre représentant commercial Mentorly pour savoir comment personnaliser le contenu des courriels.

* * *

# **Prendre des décisions pour votre programme**

Il y a quelques décisions clés à prendre avant de façonner votre programme en fonction de vos besoins.

Rendez-vous sur votre onglet **Programme** et faites défiler vers le bas.


* * *

![](/images/help/articles/setting-up-your-program-3.gif)

# **Types de jumelages**

Vous avez le choix entre tirer parti du jumelage pour votre programme, ou autoriser uniquement un style plus « à la carte ».

**À la carte** est l'option la plus flexible pour les membres de votre programme. Il permet aux mentorés et aux mentors de réserver des séances avec n'importe quel mentor qu'ils souhaitent dans le programme.

Le **jumelage intelligent** génère des résultats de compatibilité entre chaque mentoré et chaque mentor. Cela vous donne une grande variété de correspondances à examiner et à activer.

Le **jumelage manuel** permet au gestionnaire de programme de créer des correspondances spécifiques, quel que soit le score de compatibilité.

**Par défaut, le jumelage intelligent est activée pour tous les nouveaux programmes**. Cela signifie que tous les membres devront remplir leur questionnaire de correspondance lors de l'intégration.

Votre équipe de soutien MSA ou mentor inclura le questionnaire de correspondance pour examen dans les étapes de configuration de votre pré-programme.

⭐ Les programmes **Pro** et **Entreprise** permettent d'ajouter de nouvelles questions au questionnaire de jumelage, mais les programmes **Équipes** ne peuvent que supprimer des questions ou modifier des réponses possibles. Veuillez contacter votre équipe d'assistance MSA ou Mentorly pour toute modification.

# **Types de séance autorisés**

Les **séances de groupe** sont lorsque les mentorés réservent une session avec un mentor, où ils peuvent inviter d'autres personnes à la séance. Il s'agit de séances privées où seuls les invités peuvent rejoindre la séance.

![](/images/help/articles/setting-up-your-program-4.png)

Les **cours de maître** permettent aux mentors de créer/animer une séance de groupe dans laquelle ils sont l'hôte et mènent la discussion ou la présentation. Il s'agit d'événements publics et en vedette, auxquels toute personne participant au programme peut assister.

# **Durée des séances**

Vous pouvez choisir si vos membres peuvent se réunir pour des séances de 30 minutes, des séances de 60 minutes ou les deux.

# **Nombre maximal de séances**

Si vous souhaitez limiter le nombre de séances qu'un utilisateur peut réserver ou le nombre de séances d'un mentor, vous pouvez spécifier le montant pour chacune.

# **Et après?**

Une fois votre programme mis en place, il est temps de commencer à **[inviter des membres](https://help.mentorly.co/fr/articles/5517277-inviter-des-membres-a-votre-programme).**

* * *

# **Vous avez des questions ou besoin d'aide ?**

Ne vous inquiétez pas, nous sommes là pour vous aider !

Si vous avez un MSA désigné, il vous suffit de le contacter par e-mail pour lui poser vos questions ou lui faire part de vos préoccupations.

Si vous n'avez pas de MSA, contactez l'équipe de support Mentorly en allant sur l'onglet **Aide** de votre tableau de bord personnel et en cliquant sur **Aller au chat en direct.**

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Ce sont les étapes et les détails cruciaux à compléter avant d'intégrer des membres à votre programme.

Configuration de votre programme


Mentorly offers a wide variety of ways in which you can customize your mentorship program to suit the needs of your mentors and mentees. Before inviting members, be sure to complete all the crucial and key steps in setting up your program.  
  
**Good to know:** This article will guide you through all the steps needed, but as always, please reach out to your dedicated MSA for assistance or contact Mentorly's support team if you have any questions!

# **Let's get started!** 🎉

* * *

1.  [Designing your portal](#designing-your-portal)
    
2.  [URL](#url)
    
3.  [Disciplines and Sub-disciplines](#disciplines-and-sub-disciplines)
    
4.  [Transactional Emails](#transactional-emails)
    
5.  [Making decisions for your program](#making-decisions-for-your-program)
    
6.  [Matching type](#matching-type)
    
7.  [Allowed session types](#allowed-session-types)
    
8.  [Length of sessions](#length-of-sessions)
    
9.  [Max sessions](#max-sessions)
    

* * *

# **Designing your portal:**

From your Program Dashboard, head on over to the **Program** tab - this is where all design decisions for your portal will take place.

It's important to customize your portal to represent your mentorship program and your company's branding or style guide.  
  


![](/images/help/articles/setting-up-your-program-1.gif)

Consider the following when designing your portal:

- Include a solid description that includes any motives or goals behind the mentorship program
- Customize the colours according to your company's branding or style guide
- Upload program images and partner logos
    

**Good to know:** The text fields under the Program tab are HTML-friendly.

**Good to know:** You can click on **View website** at the top-right of your Program Dashboard any time to see what your portal looks like.

* * *

# **URL**

The URL for your portal will be your program-name.mentorly.co

⭐ **For Enterprise programs:** If you're a white-label Enterprise, you're able to create a custom URL without Mentorly's domain. Please let your MSA know what URL you would like for your program and we'll take it from there!

If you're on the **Teams** or **Pro** plan, talk to your MSA or Mentorly sales rep to find out how to have a custom URL.

* * *

# **Sectors/Industries**

Sectors/industries and areas of expertise are a series of options from which a mentor and mentee can choose from when creating their profiles. Each sector/industry added should have related Areas of Expertise, which means these fields have a parent-child relationship.

This list can be customized to best represent the demographic of your program.

You can create your list of sectors/industries by going to the program tab and clicking on the sectors/industries section.

![](/images/help/articles/setting-up-your-program-2.jpg)

**Good to know**: Once members begin filling out their profile, it's strongly recommended not to modify the sectors/industries, as it affects members' profiles.

* * *

# **Transactional Emails**

Throughout the program, your members will be notified via email for things like new messages and session requests.

By default, these transactional emails have Mentorly's branding in the header and the footer, however this will be customized by Mentorly's CS team to suit your program's style guide.  


⭐ **For Enterprise programs:** If you're on the Enterprise plan, then the text of each transactional email is also customizable. Ask your MSA for a copy of all transactional emails and let us know what changes you would like to make.

If you're on the **Teams** or **Pro** plan, talk to your MSA or Mentorly sales rep to find out how to have customizable email content.

* * *

# **Making decisions for your program**

There are a few pre-program key decisions to make to shape your program according to your needs.  


Head over to your **Program** tab and scroll down to the bottom.

![](/images/help/articles/setting-up-your-program-3.gif)

# **Matching type**

You have the choice between leveraging matching for your program, or only allowing for a more 'à la carte' style.

**À la carte** is the most flexible option for the members of your program. It allows mentees and mentors to book sessions with any mentor they would like in the program.  
  
**Smart matching** generates compatibility scores between each mentee and each mentor. This gives you a wide variety of matches to review and activate.

**Manual matching** allows for the Program Manager to create specific matches, regardless of a compatibility score.

**By default, smart matching is enabled for all new programs.** This means, all members will need to fill out their matching questionnaire during onboarding.  
  
Your MSA or Mentorly Support Team will include the matching questionnaire for review in your pre-program set up steps.

⭐ **Pro** and **Enterprise** programs allow for new questions to be added to the matching questionnaire, however **Teams** programs can only remove questions or modify possible answers. Please reach out to your MSA or Mentorly support team for any modifications.

# **Allowed session types**

**Group sessions** are when mentees book a session with a mentor, where they can invite others to the session. These are private sessions where only the invited guests can join the session.

![](/images/help/articles/setting-up-your-program-4.png)

**Masterclasses** allow mentors to create/host a group session in which they are the host and lead the discussion or presentation. These are public and featured events, which anyone in the program can attend.

# **Length of sessions:**

You can choose whether your members can meet for 30-minute sessions, 60-minute sessions, or both.

# **Max sessions**

If you want to limit the amount of sessions a user can book or the amount of sessions a mentor, you can specify the amount for each.

* * *

# **What's next?**

Once your program has been set up, it's time to [start inviting members](/en/help/program-manager-guides/inviting-members-to-your-program).

* * *

# **Have questions or need assistance?**

Not to worry, we’re here to help!

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


These are the crucial steps and details to complete before onboarding members to your program.

Setting up your program


At Mentorly, we're committed to providing a platform where mentorship can flourish. The first step to getting the best of our platform is to make sure you're using a browser that's supported by our website.

For your best experience using Mentorly, we recommend using the latest version of Chrome, Safari or Firefox.  
  
**Good to know:** We currently do not support Beta or Test versions of browsers.

**Are you using a personal computer and need to update your browser?** Here's how to get the latest version of the following:

[Chrome](https://support.google.com/chrome/answer/95414?hl=en&co=GENIE.Platform%3DDesktop)

[Safari](https://www.businessinsider.com/how-to-update-safari-browser-on-mac)

[Firefox](https://support.mozilla.org/en-US/kb/update-firefox-latest-release)

**Are you using a work computer and need to update your browser?** Contact your company's IT department for assistance.

* * *

# Need help?

Mentorly prides itself on its highly responsive customer service and technical support - **our support team is available Monday - Friday, 9am - 5pm EST**.  
  
Simply click on the **Help** tab on the bottom left of your personal dashboard, and reach out to us on Intercom by clicking on '**live chat**', or contact us at [support@mentorly.co](mailto:support@mentorly.co). We'll be happy to help!

![](/images/help/articles/what-browsers-are-supported-by-mentorly-1.png)


Make sure you're connected with the right tools.

What browsers are supported by Mentorly?


* * *

1.  [Paramètres d'autorisation](#h_45deba49f3)

2.  [Navigateur](#h_f3424008cc)


* * *

Voici nos principaux conseils de dépannage pour garantir une expérience d'appel vidéo fluide.

# **Paramètres d'autorisation :**

-   Assurez-vous d'autoriser l'accès à votre microphone/caméra en accédant aux paramètres d'autorisation de votre navigateur.

(Les exemples ci-dessous utilisent la dernière version de Chrome)


![](/images/help/articles/troubleshooting-your-video-call-session-1.png)

![](/images/help/articles/troubleshooting-your-video-call-session-2.png)

-   Si votre microphone/caméra est **interne** (comme sur un ordinateur portable), veuillez-vous rendre dans vos **Préférences Système** et assurez-vous que votre **entrée/sortie** de microphone est correctement réglée.
-   Si vous utilisez un ordinateur portable professionnel privé, votre entreprise a peut-être restreint vos paramètres d'autorisation : il est préférable de rejoindre votre session vidéo via un ordinateur portable personnel.


# **Navigateur**:

-   Fermez tout autre programme, application et/ou navigateur qui pourrait utiliser votre caméra ou votre microphone.
-   Les navigateurs suivants sont mieux pris en charge : Chrome, Firefox, Safari
-   Pour optimiser votre expérience Mentorly, assurez-vous d'utiliser une version récente de votre navigateur. Les versions plus anciennes peuvent ne pas être prises en charge.
* * *

# Vous avez des questions ou besoin d'aide ?

Ne vous inquiétez pas, nous sommes là pour vous aider !

Vous pouvez contacter l'équipe de support Mentorly en allant sur l'onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct**.

Veuillez inclure les éléments suivants lorsque vous parlez avec nous :

-   Une capture d'écran de tout l'écran de votre navigateur
-   L'URL de la page sur laquelle vous vous trouvez
-   Le type d'appareil et de navigateur


Dépannage de votre session d'appel vidéo


* * *

1.  [Permission settings](#permission-settings)
    
2.  [Browser](#browser)
    

* * *

Here are our key troubleshooting tips to ensure a smooth video call experience.

# **Permission settings:**

- Be sure to allow access to your microphone/camera by accessing your permission settings of your browser.
    
    (Examples below are using the latest version of Chrome)
    

![](/images/help/articles/troubleshooting-your-video-call-session-1.png)

![](/images/help/articles/troubleshooting-your-video-call-session-2.png)

- If your microphone/camera are **internal** (like on a laptop), please head to your **System Preferences** and ensure your microphone **input/output** are properly set.  
- If you are using a private work laptop, your company may have restricted your permission settings: it is best to join your video session via a personal laptop.
    

# **Browser:**

- Close down any other program, app and/or browser that might be using your camera or microphone.
- The following browsers are best supported: Chrome, Firefox, Safari
- To optimize your Mentorly experience, please ensure you are using a recent version of your browser. Older versions may not be supported.
* * *

## **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.

Please include the following when you chat with us:

- A screenshot of your entire browser screen
- The URL of the page you are on
- The type of device and browser


Troubleshooting your video call session


1.  [Votre tableau de borde de programme](#h_4a21e364fe)

2.  [Onglet accueil](#h_63fbdd2620)

3.  [Onglet programme](#h_a76d5b3bdd)

4.  [Onglets membres](#h_2c06054567)

5.  [Onglet correspondance](#h_5c14349e62)

![](/images/help/articles/get-to-know-the-platform-1.gif)

6.  [Onglet séances](#h_ac2bcc798d)

7.  [Onglet messagerie](#h_b8f83a6404)

8.  [Onglet rapports](#h_11281a372b)


9.  [Onglet aide](#h_cea1865440)


Êtes-vous un nouveau Gestionnaire de Programme et cherchez-vous à découvrir tout ce que la plateforme Mentorly a à offrir avant de lancer votre programme ? Vous êtes au bon endroit !

L'article suivant décrira chaque onglet du tableau de bord du programme et mettra en évidence les possibilités de personnaliser votre programme.

* * *

# **Votre tableau de bord de programme**

Votre tableau de bord de programme sera votre principale plaque tournante pour la gestion de votre programme. Il vous donnera accès à la conception et à la personnalisation du programme, à la gestion des membres, au suivi des sessions et à la visualisation des données de rapport.


* * *

# **Onglet Accueil**


L'onglet **Accueil**, illustré ci-dessus, est votre aperçu unique du programme. Il vous donnera un aperçu rapide de vos mentors et mentorés et de leur **progression d'utilisateur**.

![](/images/help/articles/get-to-know-the-platform-2.gif)

Une fois les sessions en cours, il affichera un graphique pour **l'activité du programme** et générera **les évaluations et les évaluations** de vos membres.

* * *

# **Onglet Programme**

L'onglet **Programme** est l'endroit où vous commencez à concevoir et à personnaliser votre programme en fonction de vos besoins.

![](/images/help/articles/get-to-know-the-platform-3.jpg)

Dans l'onglet **Info**, vous pouvez commencer à définir votre programme en lui donnant un titre, un slogan et une description dans le texte à propos.

**Bon à savoir:** ces informations seront visibles sur le site Web de votre programme, que vous pouvez consulter après avoir cliqué sur Enregistrer en cliquant sur Afficher le site Web dans le menu de gauche du tableau de bord.

**Bon à savoir:** l'onglet Info est également l'endroit où vous pouvez ajuster les paramètres personnalisables de votre programme. Vous trouverez plus d'informations sur ces paramètres dans cet article sur la [configuration de votre programme](https://help.mentorly.co/fr/articles/5491464-configuration-de-votre-programme).

![](/images/help/articles/get-to-know-the-platform-4.jpg)

Dans l'onglet **Design**, vous pouvez personnaliser les couleurs et la police du site Web de votre programme pour refléter votre propre marque ou guide de style. Au fur et à mesure que vous mettez à jour les couleurs, l'exemple de droite se mettra à jour en temps réel pour vous donner un aperçu.

L'onglet **Design** vous permet également de télécharger une variété d'images dans votre programme : logos de partenaires, images de programme et image de profil par défaut !

Pour les clients **Enterprise**, vous avez également la possibilité de télécharger un logo d'en-tête/pied de page.

* * *

![](/images/help/articles/get-to-know-the-platform-5.png)

# **Onglet Membres**

Votre onglet **Membres** est l'endroit où vous pourrez gérer tous les membres de votre programme.

Vous pouvez filtrer pour afficher uniquement les mentors ou les mentorés (ou tous), leur secteur d'activité sélectionné, la progression de leurs utilisateurs et leurs tags (le cas échéant).

En cliquant sur les trois points à droite de l'écran, vous pouvez consulter leur profil, leur envoyer un message, les \*archiver ou les supprimer du programme.

**\***Au lieu de supprimer un membre, vous pouvez choisir de l'archiver. **Archiver** un membre permet de sauvegarder toutes ses données. *Si vous supprimez un membre, toutes ses données seront perdues.* Une fois que vous aurez archivé un membre, il ne pourra plus accéder à son compte.

Vous pouvez également afficher et modifier des profils de membres spécifiques en cliquant simplement sur leur nom.

L'onglet **Cohortes et tags** est l'endroit où vous pouvez créer un regroupement personnalisé pour vos membres. Vous pouvez pré-créer des groupes, sinon attendre que les membres se soient inscrits (plus d'informations dans [cet article](https://help.mentorly.co/fr/articles/5517277-inviter-des-membres-a-votre-programme)).

Pour plus d'informations sur la façon de télécharger ou d'inviter des membres à votre programme, consultez [cet article](https://help.mentorly.co/fr/articles/5517277-inviter-des-membres-a-votre-programme).

* * *

![](/images/help/articles/get-to-know-the-platform-6.png)

# **Onglet Correspondance**

L'onglet Correspondance vous permet de créer, modifier ou supprimer des correspondances pour les membres de votre programme.

Pour plus d'informations sur l'utilisation de **Matching**, veuillez lire [cet article](https://intercom.help/mentorly/fr/articles/5596082-jumelage).

* * *

![](/images/help/articles/get-to-know-the-platform-7.png)

# **Onglet Séances**

L'onglet **Sessions** vous donnera un aperçu mensuel, hebdomadaire ou quotidien des sessions organisées dans le cadre du programme.
Les types de sessions sont codés par couleur :
-   Jaune : sessions 1 : 1 entre un mentoré et un mentor


-   Vert : Cours de maître animées par un mentor

-   Bleu : Séances privées en groupe

En tant que gestionnaire de programme, vous avez la possibilité de créer des sessions de groupe privées ou des cours de maître publiques entre les membres du programme, en cliquant sur le bouton **Créer une session de groupe**. Vous trouverez plus d'informations dans [cet article](https://intercom.help/mentorly/fr/articles/5524673-gestion-de-votre-programme) sur la gestion de votre programme.

* * *

# **Onglet Messagerie**

L'onglet **Messagerie** vous permet de contacter des membres individuels ou des groupes de membres au sein de votre programme.

C'est un outil utile pour poser des questions sur les sessions ou partager des nouvelles et des fichiers - il garde toute la communication en un seul endroit sur la plate-forme !


![](/images/help/articles/get-to-know-the-platform-8.png)

* * *

# **Onglet Rapports**

L'onglet **Rapports** est votre source de données approfondie, fournissant des informations d'engagement clés sur votre programme.


![](/images/help/articles/get-to-know-the-platform-9.png)

Cela inclut les données collectées sur le nombre de sessions, le taux d'adoption des mentorés, le taux de sessions répétées, l'activité par mois et d'autres données diverses sur le comportement des utilisateurs. L'onglet **Activité** situé en haut offre un aperçu encore plus approfondi de l'engagement de votre programme.

**Bon à savoir:** Nous proposons des fichiers CSV téléchargeables des données collectées pour les Réservations et les Membres, que vous pouvez télécharger en cliquant sur les boutons dans le coin supérieur droit.

* * *


![](/images/help/articles/get-to-know-the-platform-10.png)

# **Onglet Aide**

L'onglet **Aide** vous amènera à notre collection d'articles du Centre d'aide conçus pour nos responsables de programme. Il existe des articles qui détaillent l'ensemble de l'expérience du programme, de A à Z pour votre référence.

L'onglet **Aide** permet également d'accéder à des discussions en direct avec notre équipe d'assistance, pour toute question que vous pourriez avoir.

**Bon à savoir:** le centre d'aide de Mentorly est également l'endroit où vous pouvez trouver des articles qui relatent le parcours du mentor ou du mentoré au cours d'un programme. Si vous êtes curieux, n'hésitez pas !

![](/images/help/articles/get-to-know-the-platform-11.png)

* * *

# **Et après?**

## Calendrier prévisionnel :

Lorsque vous vous préparez à démarrer votre programme, contactez votre MSA ou l'équipe d'assistance de Mentorly pour discuter d'un calendrier prévisionnel pour votre programme. Le calendrier doit inclure l'achèvement de la configuration de votre programme, l'intégration de vos membres, l'appariement (si nécessaire) et la date de début des sessions. Ce calendrier nous aide à être là pour vous quand vous en avez besoin !

## Expérience de mentor/mentoré :

Maintenant que vous êtes familiarisé avec le tableau de bord du programme en tant que gestionnaire de programme, il peut être utile de comprendre le tableau de bord personnel du point de vue d'un mentor ou d'un mentoré.

Nous vous recommandons de vous ajouter au programme (à partir de l'onglet Membres) en tant que mentor et mentoré pour explorer ce que Mentorly a à offrir aux membres de votre programme.

Pour les plans **Pro** et **Enterprise** avec un MSA, nous proposons une démonstration en direct d'une heure qui aide à présenter la plate-forme à vos membres. Alternativement, nous pouvons fournir un enregistrement de démonstration à la place. Parlez avec votre MSA pour trouver ce qui vous convient le mieux.

* * *

# **Prêt à commencer à configurer votre programme ?**

Consultez cet article qui [décrit les principales étapes préalables au programme pour lancer votre programme de mentorat](https://help.mentorly.co/fr/articles/5491464-configuration-de-votre-programme).

**Si vous avez un MSA dédié**, veuillez le contacter pour obtenir de l'aide ou pour toute question que vous pourriez avoir.

**Si vous n’avez pas de MSA**, contactez l’équipe d’assistance de Mentorly en allant dans l’onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct**.

**If you don't have an MSA**, no worries! Simply reach out to our dedicated Support Team via Live Chat or emailing [support@mentorly.co](mailto:support@mentorly.co).

![](/images/help/articles/get-to-know-the-platform-12.png)


Familiarisez-vous avec Mentorly et votre tableau de bord de programme, afin de commencer à créer ou continuer à gérer votre programme.

Découvrez la plateforme !


Are you a new Program Manager and looking to get to know everything the Mentorly platform has to offer before you launch your program? You're in the right place!

The following article will outline every tab of the Program Dashboard and highlight any opportunities to customize your program.

* * *

# **Your Program Dashboard**

Your Program Dashboard will be your main hub for managing your program. It will give you access on designing and customizing the program, managing the members, tracking sessions and viewing reporting data.

![](/images/help/articles/get-to-know-the-platform-1.gif)

* * *

# **Home tab:**

The **Home** tab, pictured above, is your one-stop overview of the program. It will give you a quick glance at your mentors and mentees and where they are in their **User Progress.**

  
Once sessions are underway, it will display a chart for **Program Activity** and generate the **Ratings & Reviews** of your members.  


* * *

# **Program tab:**

The **Program** tab is where you begin to start designing and customizing your program to suit your needs. The program tab is divided into four different sections. You have the **Info** section as well as **Design**, **Email Templates** & **Sectors/Industries**.

**Info Tab**

On the **Info** tab, you can start defining your program by giving it a title, tagline and description in the about text.  


**Good to know:** This information will be viewable on your program's website, which you can view after hitting save by clicking **View Website** at the top-right of the Dashboard.

**Good to know:** The Info tab is also where you can adjust the customisable settings for your program. More information on those settings can be found in this article about [Setting up your Program](/en/help/program-manager-guides/setting-up-your-program).  


**Design**

![](/images/help/articles/get-to-know-the-platform-2.gif)

On the **Design** tab, you can customize the colours and font of your program's website to reflect your own brand or style guide. As you update the colours, the example on the right will update in real-time to give you a preview.

The **Design** tab also allows you to upload a variety of images to your program: partner logos, program images, and default profile image!

⭐For **Enterprise** clients, you have the option to upload a header/footer logo as well.

**Email Templates**

![](/images/help/articles/get-to-know-the-platform-3.jpg)

The **Email Templates** tab allows you to preview emails that are sent to your users when you complete an action.

⭐For **Enterprise** clients, you have the option to customize the emails.

**Sectors/Industries**

![](/images/help/articles/get-to-know-the-platform-4.jpg)

On the **Sectors/Industries tab**, you are able to add the sectors/industries and areas of expertise related to your mentorship program. When users onboard, they will choose from the list you created.

* * *

# **Members** **tab:**

Your **Members** tab is where you'll be able to manage all the members in your program.

![](/images/help/articles/get-to-know-the-platform-5.png)

You can filter to view only mentors or mentees (or all), their selected industry, their user progress and their tags (if any).  
  
By clicking on the three dots on the right-side of the screen, you can view their profile, send them a message, \*archive or delete them from the program.

\*Instead of deleting a member, you can choose to **archive** them instead. Archiving a member will save all of their data. If you delete a member, all their data will be deleted. *Once you archive a member, they will no longer be able to access their portal.*

You can also view and edit specific members profiles by simply clicking on their name.

The **Cohorts & Tags** tab is where you are able to build custom grouping for your members. You can pre-create groups, otherwise wait until after Members have signed up (more information in [this article](/en/help/program-manager-guides/inviting-members-to-your-program)).

⭐ For more information on how to upload or invite members to your program, check out [this article](/en/help/program-manager-guides/inviting-members-to-your-program).

* * *

# **Matching tab:**

The Matching tab allows you to create, modify or delete matches for members in your program.

![](/images/help/articles/get-to-know-the-platform-6.png)

⭐ For more information on how to use **Matching**, please read [this article.](/en/help/program-manager-guides/smart-matching)

* * *

# **Sessions tab:**

The **Sessions** tab will give you a monthly, weekly or daily overview of sessions being held within the program.

![](/images/help/articles/get-to-know-the-platform-7.png)

The types of sessions are colour-coded:

- Yellow: 1:1 sessions between a mentee and mentor
- Green: Masterclasses hosted by a mentor
- Blue: Private group sessions
    

As a program manager, you have the ability to create private group sessions or public masterclasses between members in the program, by clicking the **Create a group session** button. More information can be found in this article about [Managing your program](/en/help/program-manager-guides/managing-your-program).

* * *

# **Messaging tab:**

The **Messaging** tab allows you to communicate with individual members or groups of members within your program.  
  
Mentorly Messaging is a helpful tool discuss your sessions or even share news and files - it keeps all the communication in one place on the platform! As a Program Manager, you also have the option to send read-only [Announcements](/en/help/program-manager-guides/announcements).  
  
To get started, click on the pencil next to the search bar (see image below)select your recipient(s), and compose your message.  
  
Participants will receive an email notification for every message sent in Mentorly to ensure they don't miss out on anything.  


![](/images/help/articles/get-to-know-the-platform-8.png)

* * *

# **Intelligence** **tab:**

[Mentorly Intelligence](/en/help/program-manager-guides/mentorly-intelligence-understand-what-s-really-happening-in-your-program) is an AI-powered reporting feature that gives you a clear picture of how your mentorship program is performing. With insights across engagement, participant sentiment, mentee goals, conversation themes, skill gaps, and growth opportunities, you can make data-informed decisions to strengthen your program and support every participant’s journey.  


![](/images/help/articles/get-to-know-the-platform-9.png)

* * *

# Monetization tab:

Monetization lets you turn your mentorship program into a revenue stream—seamlessly. With built-in Stripe integration, you can charge mentees through one-time fees or subscriptions, track payments with ease, and manage everything right from your Mentorly dashboard. Say hello to effortless billing and financial sustainability. [Get into the details!](/en/help/program-manager-guides/monetization-beta)  


![](/images/help/articles/get-to-know-the-platform-10.png)

* * *

# **Help** **tab:**

The **Help** tab will bring you to our collection of Help Center articles designed for our Program Managers. There are articles that detail the entire Program experience, from A to Z for your reference.

The **Help** tab also provides access to live chats with our Support team, for any questions you may have.

![](/images/help/articles/get-to-know-the-platform-11.png)

**Good to know:** [Mentorly's Help Center](https://intercom.help/mentorly/en/) is also where you can find articles that chronicle the mentor or mentee's journey during a program as well. If you're curious, check it out!

* * *

# **What's next?**

## Projected timeline:

When getting ready to start your program, reach out to your MSA or Mentorly's support team to discuss a projected timeline for your program. The timeline should include completing your program set up, onboarding your members, matching (if necessary) and start date of sessions. This timeline helps us be there for you when you need it!

## Mentor/Mentee experience:

Now that you're familiar with the Program Dashboard as a Program Manager, it might be helpful to understand the Personal Dashboard from a mentor or mentee point of view.

We recommend adding yourself to the program (from the Members tab) as either a mentor and mentee to explore what Mentorly has to offer members of your program.

⭐ For **Pro** and **Enterprise** plans with an MSA, we offer a one-hour live demo that helps introduce the platform to your members. Alternatively, we can provide a demo recording instead. Speak with your MSA to find what works best for you.

* * *

# **Ready to start setting up your program?**

Check out [this article that outlines the key pre-program steps to kicking off your mentorship program](/en/help/program-manager-guides/setting-up-your-program)

**If you have a dedicated MSA,** please reach out to them for assistance or any questions you may have.  
  
**If you don't have an MSA**, no worries! Simply reach out to our dedicated Support Team via Live Chat or emailing [support@mentorly.co](mailto:support@mentorly.co).

![](/images/help/articles/get-to-know-the-platform-12.png)


Get familiar with Mentorly and your Program Dashboard, so that you can begin creating your program or continue managing your program.

Get to know the platform!


Une fois que votre profil de mentoré.e est établi, l'étape suivante consiste à trouver votre mentor.e et à réserver une séance avec lui ou elle !  

Il est important de savoir que votre programme peut vous avoir jumelé avec un.e mentor.e, ou que vous devez trouver un mentor par vous-même.

* * *

1.  [Jumelage avec un mentor](#h_1f02a849eb)

2.  [Mentorat à la carte](#h_134eccfe8b)

3.  [Consulter le profil d'un mentor](#h_0341ca06a2)

4.  [Prêt à réserver](#h_7dd8f5aa0f)

5.  [Afficher vos séances](#h_da4bb22e76)

6.  [Envoyez un message à votre mentor](#h_fdb0b68e1b)


* * *

Veuillez voir ci-dessous ce qui est pertinent pour vous et votre programme.

# **A. Jumelage avec un mentor**
Si l'onglet « **Matchs** » apparaît dans votre tableau de bord personnel, cela signifie que votre programme va vous jumeler avec un.e mentor.e.  

En consultant vos matchs - vous verrez toutes les options de matchs, car vous pouvez en avoir plus d'une ! À partir de là, vous pouvez consulter leur profil en cliquant sur leur image.

# **B. Mentorat à la carte**


![](/images/help/articles/finding-a-mentor-and-booking-a-session-1.png)

Si vous n'avez pas l'onglet « Matchs », ne vous inquiétez pas ! Cela signifie simplement que votre programme vous permet de réserver une séance avec n'importe quel.l.e mentor.e du programme afin que vous puissiez choisir ceux et celles qui vous intéressent le plus.

Dans votre tableau de bord personnel, cliquez simplement sur « **Mentors** » en haut de votre écran. Vous serez amené à une page qui présente tous les mentor.e.s disponibles avec lesquels vous pouvez réserver.

Vous pouvez rechercher un.e mentor.e ou un mot-clé spécifique, filtrer par secteur/industrie et domaines d'expertise - ou vous pouvez simplement tout parcourir !  

![](/images/help/articles/finding-a-mentor-and-booking-a-session-2.png)

Vous pensez avoir trouvé un.e mentor.e qui correspond à vos intérêts ? Cliquez sur « Afficher le profil » pour en savoir plus sur lui.

* * *

![](/images/help/articles/finding-a-mentor-and-booking-a-session-3.png)

# **Consulter le profil d'un mentor**

Que vous ayez été jumelé avec un mentor ou que vous ayez choisi vous-même un mentor, l'étape suivante consiste à consulter son profil.

Sur son profil, vous pourrez en apprendre davantage sur lui, ou elle notamment sur ses domaines d'expertise et sa biographie.

**Bon à savoir :** Vous pouvez envoyer un message à un.e mentor.e avant même de réserver une séance avec lui ou elle - il suffit de sélectionner cette option dans la liste des actions sur le côté droit (juste en dessous de sa photo).

![](/images/help/articles/finding-a-mentor-and-booking-a-session-4.png)

* * *

# **Prêt à réserver ?**

Cliquez sur le bouton « réserver une séance » sur le profil du ou de la mentor.e.

Si le ou la mentor.e est disponible, ses dates seront en **gras**. Si aucune date n'est en gras ou si les horaires proposés ne vous conviennent pas, cliquez sur « **Suggérez un autre moment** ». Sélectionnez votre date, votre heure, et vous devez inclure un message de réservation avant de confirmer votre demande.  

Le message de réservation doit inclure la raison pour laquelle vous souhaitez rencontrer le ou la mentor.e et mentionner les sujets dont vous souhaitez discuter - de cette façon, votre mentor.e peut se préparer au mieux pour la séance. À partir de là, vous pourrez ajouter la session à votre calendrier personnel.

**Bon à savoir :** votre programme peut être conçu pour vous donner le choix entre une séance individuelle ou de groupe avec un.e mentor.e. **Une séance individuelle** est un tête-à-tête entre vous et votre mentor.e. **Une séance de groupe** vous permet d'inviter d'autres participant.e.s à une séance avec un.e mentor.e.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-5.jpg)

**Bon à savoir :** les séances ne sont pas automatiquement confirmées, vous recevrez un courriel lorsque votre mentor.e aura confirmé la séance.

* * *

# **Afficher vos séances**

Une fois que votre mentor.e a accepté votre demande de séance, vous pouvez voir toutes vos futures séances sous l'onglet « **Séances** » de votre tableau de bord.

À partir de l'onglet « **Séances** » , vous pourrez **« Rejoindre l'appel »** 10 minutes avant le début de votre séance. Vous pouvez également accéder à la page de séance, partager la séance, et plus encore.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-6.png)

Les types de sessions sont codés par couleur :

-   Jaune : sessions 1 : 1 entre un mentoré et un mentor

-   Vert : Masterclasses animées par un mentor
-   Bleu : Séances privées en groupe
* * *
# **Envoyez un message à votre mentor**

Vous pouvez commencer à discuter avec votre mentor.e en cliquant sur **« Voir la discussion »** sur la carte de votre séance individuelle ou en accédant à l'onglet **« Messagerie ».**

**Bon à savoir :** Le fil de discussion ou de message avec votre mentor.e sera actif avant, pendant et après votre séance. Tous les messages envoyés pendant la séance vidéo seront synchronisés avec votre fil de discussion, de sorte que toute la communication restera au même endroit !

**Bon à savoir :** vous pouvez également envoyer des pièces jointes à votre mentor.e en cliquant sur l'icône représentant un trombone à côté de la zone de texte.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-7.png)

* * *

# **Quelle est la prochaine étape ?**

En savoir plus sur comment [rejoindre votre séance d'appel vidéo](https://intercom.help/mentorly/fr/articles/5253706-rejoindre-votre-seance-d-appel-video) et comment [établir un agenda pour votre séance](https://intercom.help/mentorly/fr/articles/4274276-comment-preparer-un-agenda-pour-vos-sessions).

* * *

# **Vous avez des questions ou besoin d'aide ?**

Vous avez des questions ou besoin d'aide ?

Ne vous inquiétez pas, nous sommes là pour vous aider !

Vous pouvez contacter l'équipe de support Mentorly en allant sur l'onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct**.

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Voici tout ce que vous devez savoir pour trouver votre mentor.e et réserver une séance avec lui ou elle.

Trouver un mentor et réserver une séance


Once your Mentee profile is all set up, the next step is to find your mentor and book a session with them!  
  
It's important to know that your program may have matched you with a mentor, or you may have to find a mentor on your own.

* * *

1.  [Matched with a Mentor](#matched-with-a-mentor)
    
2.  [Browsing for Mentors](#browsing-for-mentors)
    
3.  [Viewing a Mentor's Profile](#viewing-a-mentor-s-profile)
    
4.  [Ready to book](#ready-to-book)
    
5.  [View your sessions](#view-your-sessions)
    
6.  [Message your mentor](#message-your-mentor)
    

* * *

Please see below on which is relevant to you and your program.

#   
**A. Matched with a Mentor**

If you have the **Matches** tab on your Personal Dashboard, that means your program will be matching you with a mentor.  
  
You can view your matches by heading over to the **Matches** tab - you'll see each match (you might have more than one!). From here, you can view their profile by clicking on the match.  


![](/images/help/articles/finding-a-mentor-and-booking-a-session-1.png)

# **B. Browsing for Mentors**

If you don't have the **Matches** tab, don't fret! That just means your program has enabled browsing the mentors in the program, so you can choose who interests you the most.

From your Personal Dashboard, simply click on **Mentors** at the top of your screen. You'll be brought to a page that features all the available mentors that you can book with.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-2.png)

You can search for a specific mentor or keyword, filter by sector/industry and areas of expertise - or you can just browse all!  
  
Think you found a mentor that suits your interest? Click on '**View Profile**' to know more about them.  

![](/images/help/articles/finding-a-mentor-and-booking-a-session-3.png)

* * *

# **Viewing a Mentor's profile**

Whether you were matched with a mentor or you selected a mentor yourself, the next step is viewing their profile.

On their profile, you'll get to learn more about them including their areas of expertise and their bio.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-4.png)

**Good to know:** You can send a message to a mentor even before booking a session with them - simply select that option from the list of actions on the right side (just below their photo).

* * *

# **Ready to book?**

Click on the '**book session'** button on the mentor's profile.

If the mentor has availability, those dates will be bolded. If no dates are bolded or the times provided don't work for you, please click 'Suggest another time'.  
  
Select your date, your time, and you must include **a booking message** before confirming your request. The booking message should include why you want to meet with the mentor and mention the topics you wish to discuss - that way your mentor can best prepare for the session. From here, you'll be able to add the session to your personal calendar.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-5.jpg)

**Good to note:** Your program may be designed to give you the option between an individual or group session with a mentor. An **individual session** is a 1:1 between you (a mentee) and your mentor. A **group session** is where you are able to invite other participants to a session with a mentor.

**Good to note:** Sessions are not automatically confirmed, you will get an email when it's confirmed by your mentor.

* * *

# **View your sessions**

Once your mentor has accepted your session request, you'll be able to see all your future sessions under the **My sessions** tab of your personal dashboard.

![](/images/help/articles/finding-a-mentor-and-booking-a-session-6.png)

From the **My Sessions** tab, you'll be able to **Join call** 10 minutes before your session starts. You can also view session page, share the session, and more.

The types of sessions are colour-coded:

- Yellow: 1:1 sessions between a mentee and a mentor
- Green: Masterclasses led by a mentor
- Blue: Private group sessions
* * *

# **Message your mentor**

You can start chatting with your mentor by either clicking '**view discussion**' on your individual **session,** or by accessing your **Messaging** tab.  
  
**Good to note:** The discussion or message thread with your mentor will be active before, during and after your session. Any messages sent during the video session will be synced to your thread - so all communication will stay in one place!

![](/images/help/articles/finding-a-mentor-and-booking-a-session-7.png)

**Good to note:** You can also send attachments to your mentor by clicking the paper clip icon beside the text box.

* * *

# **What's next?**

Learn more about [how to join your video call session](/en/help/for-all/joining-your-video-call-session)

[How to set an agenda for your session](/en/help/for-mentees/how-to-set-an-agenda-for-your-session)

* * *

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here's everything you need to know about finding your mentor and booking a session with them.

Finding a mentor and booking a session


1.  [Accédez à votre onglet de disponibilité](#h_d3cc36f16e)

2.  [Ajoutez vos créneaux horaires disponibles](#h_364539d886)


* * *

Une fois que vous êtes entièrement intégré, l'étape suivante consiste à ajouter vos disponibilités manuellement ou en synchronisant votre calendrier.

Un mentoré pourra demander une session à partir de vos disponibilités ou suggérer une heure si vos disponibilités ne conviennent pas. En tant que mentor, vous serez responsable de l'acceptation ou du refus d'une demande de réservation.

# **1\. Accédez à votre onglet de disponibilité**
Dans votre tableau de bord personnel, cliquez sur l'onglet Calendrier sur le côté gauche. Vous accéderez ainsi à votre calendrier Mentorly.

Vous pouvez utiliser les boutons "précédent" ou "suivant" pour passer d'une semaine à l'autre. Votre fuseau horaire est indiqué dans le coin supérieur gauche.

* * *

![](/images/help/articles/adding-availability-1.gif)

# **2\. Ajoutez vos créneaux horaires disponibles**

En accédant à la fonction "modifier les disponibilités", vous avez la possibilité d'établir sans effort votre disponibilité en utilisant une simple méthode de "cliquer-déplacer" pour créer des plages horaires dédiées. Ces blocs désignés représentent vos périodes de disponibilité indiquées.

En outre, vous avez la possibilité de définir n'importe quelle plage horaire comme étant récurrente chaque semaine ! En mode édition, sélectionnez la plage horaire souhaitée et activez la case à cocher "Répéter chaque semaine". Confirmez votre choix, et voilà !

Si vous avez besoin de supprimer une plage horaire spécifique, ne vous inquiétez pas ! Une solution rapide vous attend : cliquez sur le bloc horaire correspondant et utilisez l'icône de la corbeille. Après avoir actualisé votre page, la plage horaire supprimée ne sera plus visible.

![](/images/help/articles/adding-availability-2.jpg)

Lorsque vous avez fini de modifier votre disponibilité, assurez-vous de cliquer sur " Terminé la modification ".

***Bon à savoir*** : il est préférable de maintenir votre calendrier Mentorly à jour quelques semaines à la fois pour s'assurer que les mentorés peuvent réserver avec vous, en sachant que vous êtes réellement disponible !

* * *

# **Quelle est la suite?**

Voici comment [répondre aux demande de séances](https://intercom.help/mentorly/fr/articles/5374763-demandes-de-seances-et-comment-consulter-le-profil-de-votre-mentore-e)

* * *

# **Vous avez des questions ou besoin d'aide ?**

Ne vous inquiétez pas, nous sommes là pour vous aider !

Vous pouvez contacter l'équipe de support Mentorly en allant sur l'onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct.**


Voici comment ajouter votre disponibilité en tant que mentor.e.

Ajout de la disponibilité


1.  [Access your availability tab](#access-your-availability-tab)
    
2.  [Adding and modifying your available time slots](#adding-and-modifying-your-available-time-slots)
    

Once you're fully onboarded, the next step is to add your availability manually or by [syncing your calendar](/en/help/for-mentors/how-to-sync-your-calendar-and-choose-your-meeting-location).

A mentee will be able to request a session from your availability, or suggest a time if your available times don't work. As a mentor, you'll be responsible for **accepting** or **declining** a booking request.

* * *

#   
**1\. Access your availability tab**

From your personal dashboard, click the **Calendar** tab on the left-hand side. This will bring you to your Mentorly calendar.

You can use the 'previous' or 'next' buttons to switch between weeks. Your timezone will be indicated in the upper left corner.

![](/images/help/articles/adding-availability-1.gif)

# **2\. Adding and modifying your available time slots**

When accessing the 'edit availabilities' feature, you gain the ability to effortlessly establish your availability by employing a simple click-and-drag method to create dedicated time slots. These designated blocks represent your indicated periods of availability.

Moreover, you have the flexibility to set any time slot as a recurring occurrence weekly! In edit mode, select the desired time slot and activate the 'repeat every week' toggle. Confirm your choice, and voila!

Should the need arise to remove a specific time slot, fret not! A quick solution awaits you – click on the corresponding time block and utilize the trash can icon. After refreshing your page, the deleted time slot will no longer be visible.

![](/images/help/articles/adding-availability-2.jpg)

When you're done editing your availability, be sure to hit '**Done Editing**'.

**Good to note:** It's best to keep your Mentorly calendar up to date a few weeks at a time to ensure mentees can book with you, knowing you are actually available!

* * *

# What's next?

Here's how to [respond to session requests](/en/help/for-mentors/session-requests-and-viewing-your-mentee-s-profile)

* * *

## **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here's how to add your availability as a mentor.

Adding availability


Si votre programme le permet, un mentor a la possibilité de créer des Cours de Maître sur des sujets qui les passionnent afin de partager leurs connaissances et expertise avec les autres!

### Quelle est la différence entre une Séance de Groupe et un Cours de Maître?

Une séance de groupe est un petit rassemblement fermé de 3-5 personnes dont la réservation est initiée par les mentoré(e)s avec un mentor.  

Un Cours de Maître prend plutôt la forme d'une conférence publique et permet jusqu'à une centaine de participants de votre programme de s'y inscrire. Les mentoré(e)s auront la chance de s'y inscrire en visitant le profil du mentor responsable du cours. Un Cours de Maître peut être créer par un mentor ou par un gestionnaire de programme.


* * *

# **1\. Créer un Cours de Maître**

Pour créer un cours de maître, rendez-vous dans l'onglet **« Séances »** de votre tableau de bord personnel. À partir de là, vous verrez un bouton **« Créer un Cours de Maître »**. Cliquez sur ce bouton pour commencer.

**Bon à savoir: :** Vous ne voyez pas le bouton **« Créer un Cours de Maître »** ? Cela signifie simplement que votre programme n'a pas activé ce type de séances.  


![](/images/help/articles/creating-a-masterclass-session-1.png)

Ne vous inquiétez pas ! Vous pourrez toujours tenir des séances individuelles avec vos mentoré(e)s.

* * *

# **2\. Entrez les détails**

Vous devrez fournir quelques informations sur le sujet du cours, tel qu'ajouter un titre et une description. Tous les champs obligatoires seront marqués d'un astérisque \*.

**Bon à savoir :** Si vous savez qui vous voulez inviter à votre cours de maître, vous pouvez entrer leurs noms dans le champ « Invités ». Sinon, toute personne ayant accès à votre profil pourra s'inscrire aux futurs cours de maître que vous organisez.

![](/images/help/articles/creating-a-masterclass-session-2.png)

* * *

# **3\. Confirmez la séance**

Une fois que vous avez rempli les détails, vérifiez les informations et cliquez sur **«Enregistrer »** en bas de votre écran.

Le cours de maître apparaîtra alors dans votre onglet **«Séances»**.

**Bon à savoir :** Une fois qu'un cours de maître est créée, vous ne pouvez plus en modifier la date, ni l'heure. Si vous avez besoin de le reprogrammer, vous devrez annuler le cours existant et en créer un nouveau.

![](/images/help/articles/creating-a-masterclass-session-3.png)

* * *

# **4\. Avant de commencer votre Cours de Maître**

**Envoyez un message à vos participant(e)s:**

Lorsqu'un cours de maître est créé, il démarre un fil de discussion avec tous/toutes les participant.e.s. Vous pouvez accéder à cette discussion en vous rendant dans votre onglet **« Messagerie »**, ou en consultant la page du cours de maître dans votre onglet **«Séances»**.

**Nouveaux participant(e)s:**

Des mentoré(e)s ou mentors pourront réserver une place dans votre cours de maître en consultant votre profil. Vous recevrez une notification par e-mail chaque fois qu'un nouveau participant se joindra à votre cours.


![](/images/help/articles/creating-a-masterclass-session-4.png)

Vous pouvez consulter la liste de tous/toutes les participant(e)s en cliquez la groupe des images profiles.

## Besoin d'annuler ?

Si un imprévu survient et que vous devez annuler le cours de maître, vous pourrez le faire en cliquant sur les **3 points** de la carte du cours et fournir une raison pour l'annulation. Vos participant.e.s seront informé.e.s par e-mail et le cours de maître apparaîtra sous **« Séances > Annulé »**.

![](/images/help/articles/creating-a-masterclass-session-5.jpg)

* * *

# **Quelle est la suite ?**

Consultez [cet article](https://intercom.help/mentorly/fr/articles/5253706-rejoindre-votre-seance-d-appel-video) pour savoir comment rejoindre une séance vidéo.

* * *

# Vous avez des questions ou besoin d'aide ?

Ne vous inquiétez pas, nous sommes là pour vous aider !

Vous pouvez contacter l'équipe de support Mentorly en allant sur l'onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct.**

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Comment créer un cours de maître en tant que mentor (Si votre programme le permet)

Créer un Cours de Maître


1.  [Create a Masterclass](#create-a-masterclass)
    
2.  [Enter Details](#enter-details)
    
3.  [Confirm the Session](#confirm-the-session)
    
4.  [Before Hosting your Masterclass](#before-hosting-your-masterclass)
    

If your program allows, mentors have the ability to create masterclass-like group sessions on topics that you're passionate about to share your knowledge and expertise with others!

* * *

# **1\. Create a masterclass**

To create a Masterclass, head to your **Sessions** tab on your Personal Dashboard. From here, you'll see a '**Host a masterclass**' button. Click that button to begin.  


![](/images/help/articles/creating-a-masterclass-session-1.png)

**Good to know:** Don't see the **Host a Masterclass** button? That just means your program hasn't enabled these types of sessions. No worries! You'll still be able to have 1:1 sessions with mentees.

* * *

# **2\. Enter details**

You'll need to provide some information on what this Masterclass will be about - enter a title and description of the session.  
  
All required fields will be noted with an \* asterisk.

![](/images/help/articles/creating-a-masterclass-session-2.png)

**Good to know:** If you know who you want to invite to your Masterclass, you can enter their names in the 'Guests' field. Otherwise, anyone who has access to your profile will be able to sign up for any future Masterclasses.  
  
**Good to know:** Once a participant has been invited to a Masterclass, they are automatically listed as 'attending' unless they choose to leave the session.

* * *

# **3\. Confirm the session**

Once you're done filling out the details, review the information and hit **Save** at the bottom of your screen.

![](/images/help/articles/creating-a-masterclass-session-3.png)

The Masterclass will then appear in your **Sessions** and **Calendar** tab.

**Good to know:** Once a Masterclass is created, you're unable to edit the date and time. If you do need to reschedule, you'll need to cancel the existing Masterclass and create a new one.

* * *

# **4\. Before hosting your Masterclass**

**Messaging your participants:**

When a Masterclass is created, it starts a discussion thread with all attendees. You can access this discussion by heading to your **Messaging** tab, or by viewing the Masterclass session on your **Sessions** tab.  


![](/images/help/articles/creating-a-masterclass-session-4.png)

**New participants:**

Other mentees or mentors will be able to reserve a spot in your Masterclass by viewing your profile - you'll receive an email notification every time a new participant joins your Masterclass.  
  
You can view a list of all participants by clicking on the cluster of profile images.

![](/images/help/articles/creating-a-masterclass-session-5.jpg)

**Need to cancel?**

If something unforeseen comes up and you need to cancel the Masterclass, you'll able to do so by clicking on the **3 dots** on the Masterclass and provide a reason for the cancellation.  
  
Your participants will be notified by email and the Masterclass will appear under **Sessions > Cancelled.**

* * *

# What's next?

Check out this article on [how to join a video session](/en/help/for-all/joining-your-video-call-session).

* * *

# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


How to create a "masterclass" as a mentor. *Program permitting

Creating a Masterclass session


Bienvenue à Mentorly ! Nous avons établi un partenariat avec votre organisation afin d'offrir des séances de mentorat en toute simplicité.

Sur la plateforme Mentorly, vous pouvez — réserver des séances, passer des appels vidéo, chatter et partager des fichiers avec des mentor.e.s — le tout en un seul endroit!

Voici les étapes clés pour vous lancer en tant que mentor.e ou mentoré

* * *


1.  [Créez votre compte](#h_a935182ed3)

2.  [Commencez votre expérience d'intégration](#h_cb43360332)

3.  [Complétez votre profil](#h_13f3b1527c)

4.  [Support](#h_d1267150f5)

* * *

# **1\. Créez votre compte**

Une fois que votre responsable de programme vous a invité à rejoindre Mentorly ou que vous vous êtes inscrit.e, vous recevrez un e-mail vous demandant de vous connecter et de compléter votre compte.

Suivez le lien contenu dans l'e-mail, configurez votre mot de passe et c'est parti !


![](/images/help/articles/getting-started-with-mentorly-1.png)

* * *

#   


**2a. Commencez votre expérience d'intégration**

Une fois que vous vous êtes inscrit.e, Mentorly vous guidera à travers quelques étapes d'intégration qui vous permettront de commencer à créer votre profil de mentor.e ou de mentoré.e.  

Nous vous demanderons de nous parler de vous et de vos expériences, de vos compétences, ainsi que de télécharger une photo de profil et de régler vos paramètres.

**Bon à savoir:** Vous pourrez modifier ces informations ultérieurement à partir de votre tableau de bord personnel.

**Bon à savoir:** Mentorly ne permet à votre profil que d'être sous **un seul secteur/industrie** et non plusieurs. Cependant, vous pouvez ajouter plusieurs **domaines d'expertise**.

# **2b. Questionnaire de jumelage**

Si votre programme a choisi le jumelage pour les paires mentor.e/mentoré.e, vous aurez également un questionnaire de jumelage dans le cadre de vos étapes d'accueil. Remplissez simplement le questionnaire avec les réponses qui vous concernent - plus vous êtes précis.e, mieux c'est !

![](/images/help/articles/getting-started-with-mentorly-2.png)

* * *

# **3\. Complétez votre profil**


![](/images/help/articles/getting-started-with-mentorly-3.png)

Une fois que vous avez terminé votre onboarding, vous serez amené à votre tableau de bord personnel Mentorly.

En haut de votre tableau de bord, vous verrez une barre de progression pour l'achèvement de votre onboarding.  


En cliquant sur cette case, vous serez d'abord amené à votre profil à remplir, puis à votre questionnaire de programme (le cas échéant).

Dans l'onglet **Profil**, les zones de texte surlignées en bleu clair sont nécessaires pour que votre profil soit complet.

Vous pouvez également ajuster vos paramètres (e-mail, localisation, fuseau horaire) à partir de l'onglet « Paramètres ».


**Bon à savoir:** Mentorly est intelligent en termes de fuseau horaire, ce qui signifie que les heures indiquées sur le site seront basées sur la localisation de votre navigateur.

* * *

# **4\. Support**


![](/images/help/articles/getting-started-with-mentorly-4.png)

L'onglet **Aider** vous reliera à notre Centre d'aide Mentorly, qui contient un certain nombre d'articles, tous conçus pour vous aider à chaque étape du programme.  

Mentorly est fier de son service clientèle et de son assistance technique très réactifs — notre équipe d'assistance est disponible du lundi au vendredi, de 9h00 à 18h00 HNE.

Si vous avez un MSA désigné, contactez-le simplement par e-mail pour toute question ou préoccupation que vous pourriez avoir.

Si vous n’avez pas de MSA, contactez l’équipe d’assistance de Mentorly en allant dans l’onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct**.

* * *

# **Quelle est la suite ?**


Êtes-vous un mentor? [Ajoutez votre disponibilité](https://intercom.help/mentorly/fr/articles/5374368-ajout-de-la-disponibilite)

Êtes-vous un mentoré? [Trouver un mentor](https://intercom.help/mentorly/fr/articles/5389499-trouver-un-e-mentor-e-et-reserver-une-seance)

* * *

## Avez-vous des questions ou besoin d'aide?

Nous sommes heureux de vous aider! Rendez-vous sur votre onglet **Aide** en bas à gauche de votre écran et "**Allez au chat en direct**".

## **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Voici tout ce dont vous avez besoin pour commencer votre programme de mentorat en tant que mentor.e ou mentoré.e

Démarrer avec Mentorly


Welcome to Mentorly! We've partnered with your organization to provide mentorship sessions with ease.

On the Mentorly platform, you can — book sessions, hold video calls, chat and share files with mentors — all in one place!  
  
Here are the key steps to get you started as a mentor or a mentee.

To get started, check out [this article](/en/help/program-manager/mentorly-the-best-fit-for-mentorship) to learn about why Mentorly is the best fit for mentorship.  


* * *

# **1\. Set up your account**

Once your program manager has invited you to join Mentorly or you've signed up, you will receive an email asking you to sign in and complete your account.  
  
Follow the link in the email, set up your password, and you're in!

* * *

# **2a. Begin your onboarding experience**

Once you've signed in, Mentorly will guide you through a few Onboarding steps that will allow you to start building your mentor or mentee profile.  
  
We'll ask about you and your experiences, your skills, as well as to upload a profile picture and adjust your settings.  


![](/images/help/articles/getting-started-with-mentorly-1.png)

**Good to know:** You'll be able to edit this information later on from your personal dashboard.

**Good to know:** Mentorly only allows your profile to be under **one** **sector/industry** (not multiple). However, you can add multiple **areas of expertise**.  


# **2b. Matching questionnaire**

If your program has chosen matching for mentor/mentee pairings, then you will also have a matching questionnaire as part of your onboarding steps.  
  
Simply fill out the questionnaire with answers that pertain to you - the more specific the better!

* * *

# **3\. Complete your Profile**

Once you've completed your onboarding, you will be brought to your Mentorly personal dashboard.

At the top of your dashboard, you'll be shown a progress bar for completing your onboarding.

![](/images/help/articles/getting-started-with-mentorly-2.png)

By clicking on this box, you will first be brought to your profile to complete, and then your program questionnaire (if applicable).

On your **Profile** tab, the text boxes highlighted in light blue are required for your profile to be complete.  


![](/images/help/articles/getting-started-with-mentorly-3.png)

You can also adjust your settings (email, location, timezone) from the **Settings** tab.

**Good to know:** Mentorly is time-zone smart, which means the times indicated throughout the site will be based on your browser's location.  


* * *

# **4\. Messaging**

Mentorly **Messaging** is a helpful tool discuss your sessions or even share news and files - it keeps all the communication in one place on the platform!  


It allows you to communicate with your Program Manager and your Mentor(s).  
  
To get started, click on the pencil next to the search bar (see image below), select your recipient(s), and compose your message.  
  
Participants will receive an email notification for every message sent in Mentorly to ensure they don't miss out on anything.  


![](/images/help/articles/getting-started-with-mentorly-4.png)

* * *

# **5\. Support**

The **Help** tab will link you to our Mentorly Help Centre, which has a number of articles, all designed to provide assistance in every step of the program.

Mentorly prides itself on its highly responsive customer service and technical support - **our support team is available Monday - Friday, 9am - 5pm EST**.

If you have a designated MSA, simply reach out to them via email with any questions or concerns you may have.

If you do not have an MSA, contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.  


* * *

# **What's next?**

Are you a mentor? [Add your availability](/en/help/for-mentors/adding-availability)

Are you a mentee? [Find a mentor](/en/help/for-mentees/finding-a-mentor-and-booking-a-session)

* * *

## **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here's everything you need to begin your mentorship program as a mentor or mentee

Getting started with Mentorly


1.  [Accès au profil de votre mentoré](#h_1645502417)

2.  [Répondre à votre demande](#h_a14283b107)

3.  [Écrire à votre mentoré](#h_7408d0a4ad)

4.  [Besoin d'annuler ?](#h_125a9f4e28)


En tant que mentor.e, les mentoré.e.s pourront soit demander une séance parmi vos disponibilités actuelles, soit suggérer un nouveau moment pour une séance.

Lorsqu'une demande ou une suggestion est faite, vous en êtes informé par e-mail.

Vous pouvez gérer vos demandes de séances en accédant à votre onglet **Séances.** De là, vous pourrez voir toutes les séances demandées et confirmées, ainsi que les séances passées, annulées et futures.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-1.png)

* * *

# **Accès au profil de votre mentoré**

Lorsqu'une séance est demandée, vous pouvez voir le nom du/de la mentoré.e qui l'a demandée, la date et l'heure, ainsi que son message qui explique ce dont il/elle aimerait discuter pendant la séance.

Pour consulter le profil de votre mentoré,e, il suffit de **cliquer sur son image de profil dans la demande de séance**. Vous accéderez alors à son profil, où vous pourrez consulter sa biographie, ses compétences et ses objectifs à court et à long terme.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-2.png)

**Astuce :** Soit vous serez jumelé avec un.e mentoré.e qui réservera des séances avec vous, soit vous serez disponible pour des séances pour tous/toutes les mentoré.e.s du programme.

**Vous ne savez pas ce qui s'applique à vous ?** Si vous avez l'onglet **« Jumelages »** de visible, vous serez jumelé à quelqu'un dans le cadre de votre programme. Si vous n'avez pas l'onglet, alors votre programme offre un mentorat « à la carte », dans lequel les mentoré.e.s peuvent choisir parmi une large sélection de mentors (y compris vous !).

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-3.png)

* * *

# **Répondre à votre demande**

Pour accepter une demande de séance, il suffit de cliquer sur **Accepter** sur la demande de séance. En acceptant, le/la mentoré.e sera informé.e et vous recevrez tous/toutes les deux un e-mail pour confirmer la réservation. Vous la verrez également sous **Séances > Futures**.

Si vous **déclinez** une demande de réservation, le/la mentoré.e en sera informé.e et la demande sera supprimée de votre onglet **Séances**.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-4.jpg)

* * *

# **Écrire à votre mentoré**

Vous pouvez commencer à discuter avec votre mentor.e en cliquant sur **« Afficher la discussion** » sur la carte de séance individuelle ou en accédant à l'onglet **« Messagerie »**.

Le fil de discussion ou de message avec votre mentor.e sera actif avant, pendant et après votre séance. Tous les messages envoyés pendant la séance vidéo seront synchronisés avec votre fil de discussion, de sorte que toute la communication restera au même endroit !


![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-5.png)

**Astuce :** Vous pouvez également envoyer des pièces jointes à votre mentor.e en cliquant sur l'icône représentant un trombone à côté de la zone de texte.

* * *

# **Besoin d'annuler ?**

Si un imprévu survient et que vous devez annuler, vous pouvez le faire en cliquant sur les **trois points** de la séance et en indiquant la raison de l'annulation. Votre mentoré.e sera informé par e-mail et la séance apparaîtra sous **Séances > Annulé.**

* * *

# **Quelle est la suite ?**

Préparez votre séance en consultant ces [conseils de mentorat](https://intercom.help/mentorly/fr/articles/4211205-conseils-pratiques-de-mentorat) et [rejoignez votre séance](https://help.mentorly.co/fr/articles/5253706-rejoindre-votre-seance-d-appel-video) 10 minutes avant son début.

* * *

# **Vous avez des questions ou besoin d'aide ?**

Ne vous inquiétez pas, nous sommes là pour vous aider !

Vous pouvez contacter l'équipe de support Mentorly en allant sur l'onglet **Aide** qui se trouve sur votre tableau de bord personnel et en cliquant sur **Aller au chat en direct.**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Voici comment répondre aux demandes de séances entrantes des mentoré.e.s et comment consulter leurs profils.

Demandes de séances et comment consulter le profil de votre mentoré


1.  [Viewing your mentee's profile](#viewing-your-mentee-s-profile)
    
2.  [Responding to your request](#responding-to-your-request)
    
3.  [Messaging your mentee](#messaging-your-mentee)
    
4.  [Need to cancel](#need-to-cancel)
    

As a mentor, mentees will either be able to request a session from your existing availability, or suggest a new time for a session.

When a request or suggestion is made, you will be notified by email.

You can manage your session requests by accessing your **Sessions** tab. From here, you will be able to view all requested and confirmed sessions, and past, cancelled and future sessions.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-1.png)

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# **Viewing your mentee's profile**

When a session is requested, you will be able to review the mentee that requested it, the date and time, as well as their message that will explain what they would like to discuss in the session.

To view your mentee's profile, **simply click on their profile image on the session request**. You will be brought to their profile where you can review things like their bio, skills, short and long term goals.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-2.png)

**Good to know:** You will either be matched with a mentee who will book sessions with you, or you will be available for sessions to all mentees within the program.  
  
**Unsure which applies to you?** If you have the **Matches** tab, then your program will have you matched with someone. If you don't have the **Matches** tab, then your program is offering 'a la carte' mentoring, in which mentees have a wide selection of mentors (including you!) to choose from.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-3.png)

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# **Responding to your request**

To accept a request, simply click **Accept** on the session request. By accepting, the mentee will be notified, and both of you will receive an email to confirm the booking. You will also see it under **Sessions** > **Future.**

If you **decline** a booking request, the mentee will be notified, and the session request will be removed from your Sessions tab.

![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-4.jpg)

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# **Messaging your mentee**

You can start chatting with your mentor by either clicking '**view discussion**' on your individual session, or by accessing your **Messaging** tab.  
  
The discussion or message thread with your mentor will be active before, during and after your session. Any messages sent during the video session will be synced to your thread - so all communication will stay in one place!  


![](/images/help/articles/session-requests-and-viewing-your-mentee-s-profile-5.png)

**Good to know:** You can also send attachments to your mentor by clicking the paper clip icon beside the text box.

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# **Need to cancel?**

If something unforeseen comes up and you need to cancel, you'll able to do so by clicking on the **3 dots** on the session and provide a reason for the cancellation.  
  
Your mentee will be notified by email and the session will appear under **Sessions > Cancelled.**

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# **What's next?**

Prepare for your session by checking out these [Mentoring Tips](/en/help/mentors/mentoring-tips).

[Join your session](/en/help/for-all/joining-your-video-call-session) 10 minutes before it begins.

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# **Have any questions or need any assistance?**

Not to worry, we’re here to help!

You can contact the Mentorly support team by going to the **Help** tab found on your personal dashboard and clicking **Go to Live Chat**.


Here how's to respond to incoming session requests from mentees and view their profiles.

Session requests and viewing your mentee's profile


Bienvenue à Mentorly ! Voici les premières étapes clés pour commencer votre voyage de mentor.e.

# 1\. S'inscrire

La première étape consiste à s'inscrire à Mentorly ! Dirigez-vous vers https://marketplace.mentorly.co/fr et cliquez sur le bouton « S'inscrire » de la page d'accueil du marché, puis sur l'option « Mentor ».

![](/images/help/articles/getting-started-as-a-mentor-with-mentorly-1.jpg)

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# 2\. Définissez votre profil et vos paramètres
Une fois que vous vous êtes inscrit.e, Mentorly vous guidera à travers quelques étapes d'intégration qui vous permettront de commencer à créer votre profil de mentor.e.  

Nous vous poserons des questions sur vous, vos objectifs, et vous pourrez également télécharger une photo de profil et ajuster vos paramètres.  

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![](/images/help/articles/getting-started-as-a-mentor-with-mentorly-2.jpg)

#   

3\. Complétez votre profil


Une fois que vous avez terminé votre inscription, vous serez amené à votre tableau de bord personnel Mentorly. De là, vous pouvez finir de compléter votre profil en cliquant sur l'onglet « Profil » sur le côté gauche.

Vous pouvez ajouter des informations supplémentaires à votre profil, comme des liens vers vos pages de réseaux sociaux (LinkedIn, Instagram, Youtube, etc.) et vos sites Web personnels, et télécharger des photos.  
Vous pouvez également ajuster vos paramètres (e-mail, localisation, fuseau horaire) à partir de l'onglet « Paramètres ».

**Bon à savoir :** Mentorly est intelligent en termes de fuseau horaire, ce qui signifie que les heures indiquées sur le site seront basées sur la localisation du navigateur.

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![](/images/help/articles/getting-started-as-a-mentor-with-mentorly-3.png)

# 4\. Ressources et soutien

Nos ressources disponibles vous amèneront au Centre d'aide de Mentorly, qui contient un certain nombre d'articles tous conçus pour vous aider à chaque étape du processus.


Mentorly est fier de son service clientèle et de son support technique très réactif - notre équipe de support est disponible du lundi au vendredi, de 9h00 à 18h00 (EST). Il suffit de nous contacter sur Intercom (l'icône ci-dessous - dans le coin inférieur droit) ou de nous contacter à [support@mentorly.co](https://app.intercom.com/). Nous serons heureux de vous aider !

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#   

![](/images/help/articles/getting-started-as-a-mentor-with-mentorly-4.png)

Quelle est la suite?

![](/images/help/articles/getting-started-as-a-mentor-with-mentorly-5.png)

**[Ajouter votre disponibilité](https://help.mentorly.co/fr/articles/5304281-ajouter-votre-disponibilite)**

# What's next?

**[Add your availability, set your pricing and choose your cancellation policy](/en/help/for-mentors/add-availability-pricing-and-cancellation-policy)**


Voici tout ce dont vous avez besoin pour commencer votre voyage de mentorat en tant que mentor.e avec Mentorly.

Invites de conversation et questions

More mentorship resources:

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