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CLICK TO EDIT MASTER TITLE STYLE Click to edit Master subtitle style Mentoring and Talent Development Solutions Mentoring and Talent Development Solutions USING THE CONNECTION PLAN

Connection plan - Step-by-Step Guide

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Page 1: Connection plan - Step-by-Step Guide

CLICK TO EDIT MASTER TITLE STYLEClick to edit Master subtitle style

Mentoring and Talent Development SolutionsMentoring and Talent Development Solutions

USING THE CONNECTION PLAN

Page 2: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

CONNECTION SPACE OVERVIEW

• Track recommended tasks and due dates• Find resources linked to task descriptions• Add comments to a task• Upload documents• Add your goals• Schedule meetings• Complete surveys• Message your partner

Page 3: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

INTRODUCTION TO ONLINE MENTORING

• This document explains how to use the Connection Plan - the set of tools provided to guide you from beginning to end of your mentoring relationship.

• Using the Connection Plan properly will help you have a more productive relationship.

• No one can see your progress except you, your partner, and program administrators. 

Page 4: Connection plan - Step-by-Step Guide

• Find your connection space. This space can be found from "Mentoring Connections" in the main navigation.

• Browse your Mentoring Connection Plan, a timeline of recommended mentoring activities.

1. Getting Started

Page 5: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

2. LOOK AT MILESTONE HEADINGS

• Milestones tell you how the relationship should progress by grouping activities into key phases.

• Click the arrow next to the milestone heading for more details about the overall outcome expected of this phase.

Page 6: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

3. START WORKING THROUGH YOUR TASKS

• Start working through your assigned tasks in the first milestone. Tasks are designed to be bite-sized and quick, but they add up to real results. These tasks create a basic framework for the relationship and should be completed on or before the recommended due date.

• Check off tasks as you complete them. We will run periodic reports to track progress. While much of your interaction may take place outside of the mentoring platform, it is critical that you complete your tasks and check them off in order to complete the program.

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Mentoring and Talent Development Solutions

4. EXPAND TASKS TO ADD COMMENTS AND VIEW RESOURCES.

• Click the right-side icon to open a hidden description that may include links to vital resources or worksheets.

• You can also add comments to: Communicate status

updates Upload completed

worksheets or relevant documents

Send a message regarding a task to your partner

Page 8: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

• Click “Create Goal Plan” where prompted in a task. This takes you to the Goal Plan page.

5. ADDING GOALS

• Click on “Create Goal Plan” to ender the goal plan area.

• Enter a title and description. In the description, you might add a timeframe and how you will know when the goal is achieved.

• Tip: To show initiative and ensure success, add a few tasks. These should be specific actions you will take to reach your goal.

Page 9: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

6. SCHEDULING MEETINGS• Click “set up meeting”

where prompted.

• This will open a meeting scheduler.

• Tip: Don’t forget to sync your meetings with your personal calendar. Click the “Meetings” tab, then “My Meetings.”

Page 10: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

• We need your survey responses at the timeframes indicated in your task list.

• Click the name of the survey from your Mentoring Connection Plan.

• Your feedback is crucial to keep the program going!• You will receive email reminders to take surveys, but you

only need to take each one once.

7. COMPLETING SURVEYS

Page 11: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

MESSAGING YOUR PARTNER

• At the bottom of the space is a messaging area. This is the best way to correspond with your partner, who will receive your messages via email.

• You can also correspond by commenting on a task. This comment will sync into the messaging area.

• When you get an email notification of a message from your partner, you can reply to the email. Your response will sync into the messaging area & your partner will be notified right away.

Page 12: Connection plan - Step-by-Step Guide

Mentoring and Talent Development Solutions

IMPORTANCE OF TRACKING PROGRESS

• It's all too easy to push a mentoring relationship to the backburner, letting it fall behind. This is less likely to happen if you are disciplined about tracking progress.

• Tracking progress leads to better individual results. That means checking off tasks as you go, scheduling meetings, contacting your partner regularly, and completing surveys when prompted.

• Some of the reasons to track include: Get the most out of your mentoring relationship Stay in touch with your goals Track your learnings to export later and use for future reflection Hold your partner accountable Help us track the impact of the mentoring initiative