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How to ask for the Monthly Update, read it and talk it through.
What this guide covers
What this guide covers
What this guide covers
What it is
One page, once a month
Your mentee reports goals, one key number, a win, a difficulty and what they need.
When to send it
Start it in the first month
Its value is the trend, and the chart starts with the second update.
- From the start the first month sets the baseline
- Before each meeting read it first, then meet
- When meetings drift back to goals and numbers
An honest frame
A habit, not a report card
Founders advised to set goals and get frequent feedback grew more (Chatterji and others, 2019).
- Missed is allowed it is a reason to talk
- Their key number they choose what matters
- Same questions monthly so months compare
Sending it
Send it from your pairing
It takes a minute, and your mentee gets an email.
Open your pairing
Choose Assign a tool and find Monthly Update.
Try it as your mentee
Fill in a sample month first; nothing is saved or sent.
Add a short message
Agree the day each month it should reach you.
Open your pairing
Choose Assign a tool and find Monthly Update.
Try it as your mentee
Fill in a sample month first; nothing is saved or sent.
Add a short message
Agree the day each month it should reach you.
Monthly UpdateFrom Rachel Bennett To do See all
Monthly UpdateFrom Rachel Bennett To do See all Reading the answers
Read the asks first
The asks show where you can help this week, so start there.
- Goals done done, partly or missed, last month
- Since last month the change in their key number
- Asks what they need, in their words
Questions to ask
Ask, then ask once more
People who ask follow-up questions are liked more (Huang and others, 2017).
- Why did the missed goals slip? then: what would you change?
- Is this still the number that matters most? then: what would replace it?
- Which ask can be met this week? then: who else could help?
Feedback that helps
Missed goals are information, not failure
Ask what got in the way, and keep the talk on next month.
One step
Meet one ask before the next update
An ask you meet shows up next month as a goal done.
- Pick one ask the one you can meet
- Set a date before the next update
- Check it next month in the new update
After the meeting
Keep it all on Mentornity
The updates, your comments and the next steps stay in one place.
Read it at a glance
Goals done and the asks are summed up.
Add next steps
Write who meets each ask, and by when.
Ask to fill it again
Each month is kept, and the chart grows with every update.
Read it at a glance
Goals done and the asks are summed up.
On: What was hard?Who signs off the legal review at the second pilot? Private noteOnly you see this. Add next steps
Write who meets each ask, and by when.
Ask to fill it again
Each month is kept, and the chart grows with every update.
On: What was hard?Who signs off the legal review at the second pilot? Private noteOnly you see this. Ask for the first update this week
Agree a day each month and read the update before you meet.