Build your mentor matching coordinator.
Match learner goals and mentor availability through an explicit acceptance step.
How to build your mentor matching coordinator
Describe the job
Match learner goals and mentor availability through an explicit acceptance step.
Review the first version
Choose how the programme coordinator records the mentor availability and how the mentor reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
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.
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
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
Review the review
Keep the match proposed until both people accept compatible availability.
- Stage:
- Awaiting mentor review
- Owner:
- Mentor
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.