Adding a New Goal
Let’s get started on setting some goals! As a Mentor, it’s important to have a conversation with your Mentee to understand what progress they would like to see for themselves. Once you have agreed on some goals, navigate to the Mentee tab and select the Mentee you wish to create a goal for.
So, you’ve found the Mentee you want to create a goal for? Great! Simply select their profile to open their Mentee Page, then slide to the right to find the Goals tab. You’ll see a circular blue target icon on the bottom right corner of the screen – click it to start creating a goal! Here’s a tip: make sure you write out the goal and a brief description of what it entails, keeping the SMART guidelines in mind (that’s Specific, Measurable, Attainable, Relevant, Time-based) to make it effective.
Adding an Activity from the Goals Tab
After you’ve written out the goal, simply click on the blue button labeled Add Goal to see it appear on the goals screen. From there, you can choose to edit the goal’s name or description as needed, and even assign a due date to help your Mentee create a timeline towards achieving their goal. As your Mentee completes activities, they can check them off and indicate their progress towards the goal.
To add an activity, simply click on the Add Activity button, enter the name, due date, and a description. This feature empowers Mentors to assign activities to either their Mentee or themselves – the Mentee will automatically be selected. If a Mentor assigns an activity to themselves, the Mentee will not have access or visibility to that activity. This feature can be used to keep track of confidential notes about the Mentee. To mark an activity as complete, click on the blue check mark at the top right-hand corner of the screen. This will help progress the Mentee towards their goal.
As your Mentee completes activities, a blue bar will appear, visualizing their progress towards the goal. Once all activities are completed, that bar will say Completed to indicate success. Mentors can add as many activities as they’d like, and are even able to use the Guides created by their Organization to add more activities. This can be done by navigating to the Guides tab. Don’t forget, a Mentee also has the ability to add their own goals and activities, so make sure to keep track of any new activity they may have added.
Adding a New Guide
If you think your Mentee could benefit from some extra guidance in creating activities for their goals, don’t worry! As a Mentor, you can assign them a Guide to help steer them in the right direction. Simply navigate to the Guides tab on their profile and click on the blue paper icon on the bottom right-hand side of the screen. This will bring up a list of Guides created by the Organization that may be essential for your Mentee to achieve their goals. You can use the search bar or scroll through the options to find the best match for your Mentee’s goals. Once you’ve found a Guide to assign, simply click on the “+ Assign Guide” tab. After adding all the Guides of interest, you can go back to the main Guides tab to see a list of all the Guides that have been assigned. Keep in mind that your Mentee also has the ability to assign their own Guides, so make sure to keep track of any new activities they may have added.
Creating your own badges and activities is a great way to customize your Mentee’s experience. To get started, simply click on the blue circular badge icon located on the bottom right-hand side of a specific Guide. Choose which category it belongs to, a badge icon, and add a title and description. Once created, click on the Badge name to either Edit Badge which will allow changes to certain details about the badge, Grant Badge to mark that the Mentee completed that badge, or Add Activity, which allows Mentors to create specific activities for the badge and even attach them to already created Goals.
Adding Guide Activities to Goals
To view a list of activities associated with a Guide, simply click on the Guide within the Guides tab. Click on a specific badge to see all of its associated activities. Click on a specific activity within a badge to open a section where Mentors and Mentees can leave comments and chat about progress. In this section, Mentors can assign due dates and even assign a particular Guide activity to a specific goal. To add an activity to a specific goal, click on the target icon located underneath the Guide’s title at the top of the screen. This will prompt you to add the activity to a specific goal. It’s always exciting when a Mentee completes all of the activities inside a Guide, as they will be awarded a badge to celebrate their achievement! But the learning doesn’t stop there. Both Mentors and Mentees can add their own activities to each of the Guides by simply clicking into a Guide, selecting a badge, and clicking on Add Activity on the right side. Mentors have the ability to enter the activity’s name, due date, assign it to a goal, and add a description, making it a personalized experience for their Mentee. Tip: Keep track of which guides you want to highlight by clicking on the thumbtack icon on the bottom right side of the guide. This will pin it to the top of your guides screen.