🎯 Purpose of this article
This article guides you through creating and managing a mentoring initiative. It helps you track registrations and statuses, understand the volunteer experience, and make the most of available data in your exports.
🧭 Understanding mentoring registration statuses
Status | Description | Good to know |
Application / Exchange | The volunteer has signed up for the initiative and must initiate a conversation with the coordinator. If tasks are assigned, the volunteer is responsible for completing them. | - Coordinators validate the application only once. - Once validated, they no longer need to take action when the volunteer adds their engagement dates. |
Search for a mentee | The coordinator has validated the application and is now looking for a mentee that matches the volunteer’s profile. The volunteer enters this information via their dashboard once a mentee is found. | - A monthly reminder email is sent to the volunteer to check if they’ve found a mentee. - The volunteer must enter the engagement period in their dashboard. |
Waiting for manager validation | Depending on your company’s configuration, the volunteer’s manager may be required to approve the entered dates or mentoring period. | - This step is optional and only appears if configured by your company. |
In progress | The volunteer is actively engaged in a mentoring initiative. They receive a quarterly email inviting them to reflect on their experience and a summary of their engagement dates, which they can update. | - Volunteers can add new dates or indicate the mission has ended directly from the email or dashboard. |
Awaiting confirmation(mission completed!) | The mentoring initiative is over. The volunteer is invited to confirm their participation. Confirmation can also be submitted by the partner organization. | - This is the final step in the mentoring journey. - Confirmation ensures the mission is officially marked as completed in the system. |
💡 Good to know
Registrations with the status Application and discussion and Search for a mentee do not appear in the Initiatives - Participation dates follow-up export, which lists all specific participation dates. However, they are included in the Initiatives - Registrations follow-up export.