































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































































A mid-cycle check forProgram Managers A mid-cycle check for Program Managers
Halfway through, find the quiet pairs and fix what is not working.
What this presentation covers
What this presentation covers
What this presentation covers
Pairs that have not met
Find the pairs that have not met
Three places show it: Program Health, the Coordination Center and one report.
Program Health
It lists matches with no meeting for 60 days or more.
Coordination Center
Every active match with its meeting progress, in one table.
Users Without Meetings
Pick a date range and download it as CSV or XLSX.
Program Health
It lists matches with no meeting for 60 days or more.
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.
Coordination Center
Every active match with its meeting progress, in one table.
Michael Carter
Grace Kim Nicole A.
Laura Hayes
Ryan Cooper Nicole A. Add
David Mitchell
Hannah Miller Nicole A. Meeting Details
Pre-meeting questionsAnswered
Post-meeting questionsWaiting
NotesPortfolio plan agreed. Next session in two weeks.
Users Without Meetings
Pick a date range and download it as CSV or XLSX.
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.
Michael Carter
Grace Kim Nicole A.
Laura Hayes
Ryan Cooper Nicole A. Add
David Mitchell
Hannah Miller Nicole A. Meeting Details
Pre-meeting questionsAnswered
Post-meeting questionsWaiting
NotesPortfolio plan agreed. Next session in two weeks.
How hard to push
Nudge in steps, not all at once
Start with the cheapest nudge, and keep a rematch free of blame.
- Automatic reminders first
- A personal email one direct question
- Continue or rematch? ask both sides
- A rematch no reasons needed
Reminders
Let reminders send the first nudge
Pairs behind on sessions and anyone with an open form get one on their own.
- Reminders For Login Your mentor is waiting for you Mentee Active
- Reminders For Sessions Time to book your next session Mentee Active
- Reminders For Sessions Forms Two questions about your last meeting Mentor Active
- Matching Feedback Form Reminders How is your match going? Mentee Active
A direct email
Then email the quiet pairs
Email a filtered list with first names, and see who opened it.



+4HiFirst name, your mentor has open slots this week.
A mid-point form
Ask a short mid-point form
Publish a general form to mentors, mentees or everyone, with five questions at most.
General Forms
- Text Field
- Single Choice
- Rating Stars
Matching Feedback Forms
-
Fill this form for Michael C. Fill the form Answered -
Fill this form for Susan W. Fill the form Answered
A pair that does not work
Re-match a pair that does not work
Mentees have no end button, so you end or change the match for them.
The request comes to Support
A mentee describes the problem, and every admin sees it.
Pair the mentee again
The Match button lists every mentee with a score for that mentor.
Every change is recorded
Matching Actions keeps a log of each match change.
The request comes to Support
A mentee describes the problem, and every admin sees it.
Pending
Jordan D.Mentee In progress
Ryan C.Mentee Software Developer Team
Marcus J.Mentor Completed
Rachel B.Mentor Reply sent as Northwind Mentoring
Thanks for flagging it. Your new mentor is on your Matches page.
Members see the program’s name, never yours.
Pair the mentee again
The Match button lists every mentee with a score for that mentor.
Susan Whitfield
Mentor
- Department
- Product
- Years of experience
- 11
Scores are calculated according to the rules you added for the matching algorithm.
Tyler Brooks Career change
Emily Parker Leadership
Connor Walsh Portfolio review
Megan Reed Career change Show more (50 / 214)
Every change is recorded
Matching Actions keeps a log of each match change.
Performed by: Nicole A.
Rematched at the mentee’s request; Aylin committed to six sessions.
Only visible in the admin panel. Not sent to users.
Pending
Jordan D.Mentee In progress
Ryan C.Mentee Software Developer Team
Marcus J.Mentor Completed
Rachel B.Mentor Reply sent as Northwind Mentoring
Thanks for flagging it. Your new mentor is on your Matches page.
Members see the program’s name, never yours.
Susan Whitfield
Mentor
- Department
- Product
- Years of experience
- 11
Scores are calculated according to the rules you added for the matching algorithm.
Tyler Brooks Career change
Emily Parker Leadership
Connor Walsh Portfolio review
Megan Reed Career change Show more (50 / 214)
Performed by: Nicole A.
Rematched at the mentee’s request; Aylin committed to six sessions.
Only visible in the admin panel. Not sent to users.
A note for leadership
Five lines for leadership
Send leadership the numbers so far and what you are changing, in one email.
- Pairs matched dashboard
- Pairs that have met Coordination Center
- Meetings so far meeting report
- Mid-point answers your form
- What you change one line
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
See 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 meetingShall we look at your program together?
Book a demo, or try it with your own team.