Use casesMentor matching coordinator

Build your mentor matching coordinator.

Match learner goals and mentor availability through an explicit acceptance step.

How to build your mentor matching coordinator

  1. Describe the job

    Match learner goals and mentor availability through an explicit acceptance step.

  2. Review the first version

    Choose how the programme coordinator records the mentor availability and how the mentor reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A mentor matching coordinator example

A proposed mentor match meets the topic preference but not the learner's time window.

Illustrative workflowMentor matching coordinator

Mentor matching coordinator example

Record
Mentor matching coordinator · 01
Owner
Programme coordinator

Current stage · Programme coordinator

Open the mentor availability

A proposed mentor match meets the topic preference but not the learner's time window.

Read the full walkthrough
  1. Open the mentor availability

    A proposed mentor match meets the topic preference but not the learner's time window.

    Record:
    Mentor matching coordinator · 01
    Owner:
    Programme coordinator
  2. Review the review

    Keep the match proposed until both people accept compatible availability.

    Stage:
    Awaiting mentor review
    Owner:
    Mentor
  3. Keep the proposed match open

    Keep the proposed match open until both participants accept it.

    Next action:
    Keep the proposed match open until both participants accept it.
    Owner:
    Learner

What to include in your mentor matching coordinator

  • Keep the mentor availability in context

    Keep mentor availability, learner goal, preferences, proposed match, acceptance and review together so the next person can understand the request or record.

  • When the next step needs a decision

    A proposed mentor match meets the topic preference but not the learner's time window. Keep the match proposed until both people accept compatible availability.

  • Keep review visible

    Keep the proposed match open until both participants accept it.

  • Choose what each person needs

    Give the programme coordinator a working view and the mentor a review view. Keep mentor availability and learner goal attached to the decision as the work moves between them.

Questions about mentor matching coordinator

Start with mentor availability, learner goal, preferences, proposed match, acceptance and review. Describe who enters the information and who reviews the next step.

Build your mentor matching coordinator.

Start with your workflow and make it yours.

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