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Keep what your senior experts know inside the company.
What this presentation covers
What this presentation covers
Who knows what
Match successors to the know-how
Experts list what they know, and successors are matched on what they need.

Tyler B.
Connor W.
Jordan D. One expert, several successors
One expert can teach a small group
Group mentoring lets one expert meet several colleagues at once.
Laura H.Mentor 



Sessions that capture the knowledge
Every session leaves a record
Topics, files and before and after questions stay with each meeting.
A topic for each session
Plan the handover as sessions with date windows.
Meeting pages
Guidance, files and questions for both sides.
Notes and past meetings
Log a meeting held on the shop floor too.
A topic for each session
Plan the handover as sessions with date windows.
Meetings
3 of 4 meetings done- 3Mar Kick-off & expectations Tue · 14:00 · 45 min
- 10Mar Strengths & skills Tue · 14:00 · 45 min
- 12Mar Goal setting & career mapping Thu · 14:00 · 45 min Meeting scheduled Schedule a meeting Confirm and book
- Networking plan Schedule a meeting
Goal setting & career mapping
Mentor sees
Mentee sees Ask about their top three goals and help them pick one for the next 90 days.
Pre-meeting questions
What do you already know about their goals?
Post-meeting questions
Which next step did you agree on?
Bring your top three goals. You will leave with one to focus on for 90 days.
Pre-meeting questions
Which goal do you want to focus on?
Post-meeting questions
How confident are you in your plan?
Meeting pages
Guidance, files and questions for both sides.
Bring two goals for this term; your mentor helps make them concrete.
Goal-template.pdfNotes and past meetings
Log a meeting held on the shop floor too.
Meetings
3 of 4 meetings done- 3Mar Kick-off & expectations Tue · 14:00 · 45 min
- 10Mar Strengths & skills Tue · 14:00 · 45 min
- 12Mar Goal setting & career mapping Thu · 14:00 · 45 min Meeting scheduled Schedule a meeting Confirm and book
- Networking plan Schedule a meeting
Goal setting & career mapping
Mentor sees
Mentee sees Ask about their top three goals and help them pick one for the next 90 days.
Pre-meeting questions
What do you already know about their goals?
Post-meeting questions
Which next step did you agree on?
Bring your top three goals. You will leave with one to focus on for 90 days.
Pre-meeting questions
Which goal do you want to focus on?
Post-meeting questions
How confident are you in your plan?
Bring two goals for this term; your mentor helps make them concrete.
Goal-template.pdfChecklists for the handover
Handover tasks everyone can see
To-do lists per role show what was handed over and what is left.
- 1 Write your career goal 22/30
- 2 Hold your first meeting 16/30
- 3 Share your development plan 12/30
Add item
Seeing it happen
See which handovers are on track
Program Health shows which pairs meet and which have gone quiet.
Program health
HealthyLast 8 weeks · held meetings
- Mentees with a match 94%
- Invitations accepted 87%
- Matches that met in the last 30 days 68%
- Matches with a next meeting booked 61%
- Matches silent for 60+ days 2
Suggestions
4 mentees are still waiting for a match. Run “Calculate” on the Matching Algorithm page.
One system, set up for you
All the tools that make management easy
Everything your mentoring program needs, ready to use.
- Applications
- Matching
- Mentor pool
- Mailing
- Forms
- Posts
- To-do lists
- Certificates
- Reports
- AI-powered dashboard
- Reminders
- Events
One system, set up for you
Admin dashboard with live program health
Live numbers, program health and what needs attention next.
One system, set up for you
All the tools that make mentoring easy
Give your participants everything they need for mentoring.
- Scheduling
- Meeting notes
- Video tools
- Calendar integrations
- Reminders
- Messages
- Time slots
- Resources
- Push notifications
One system, set up for you
A mentoring platform made for you
Easy to use, on every device.
Emily P.
Ryan C.
Grace K.
Emily Parker7 meetings · last 7 Oct
Ryan Cooper1 meeting · last 14 Sep
Grace Kim5 meetings · last 26 Sep
Tyler BrooksNo meetings yet
Emily ParkerJoin
Emily Parker7 meetings
Ryan Cooper1 meetingWhich know-how should we protect first?
Book a demo, and we plan the first handovers with you.