👤 This article is for Hub Administrators, Development Program Managers, or Development Program Administrators.
This article provides a guide to configuring your 10KC Development Program. We'll walk you through all the necessary steps to set up your program for success, leveraging the navigation bar on the left-hand side of your program's page (as shown in the image below).
You can use the index on the right of this page to quickly jump to specific sections as needed.
Navigate to your Development Program
Login to your 10KC Hub
In the left navigation menu of your Hub, go to Development Programs > Manage Programs
Don't see this option? You may not have the proper permissions
Click on the Draft tab (if your program is unpublished) or the Live tab (if your program is published) to locate your program
Select the program
✅ Settings Tab
This section details how to adjust the core settings of your Development Program, including its name, description, session type, and role management.
To begin, within your Development Program, click the Settings tab at the bottom of the left-hand navigation list. Once you have completed all your desired edits in this section, remember to Save changes.
Edit Your Development Program Name
To update the name of your program:
Update the Program Name field.
If your Development Program is multilingual, complete additional steps as required for translations.
Edit Your Development Program Description
To update the description of your program:
Update the Program description field. This description will be visible to members when invited to the program and on the Development Program landing page and information page within 10KC.
If your Development Program is multilingual, complete additional steps as required for translations.
Edit Development Program Roles
To define the roles within your program (e.g., Mentor/Mentee or Peer-Based):
Select the Primary Role from the dropdown menu. This defaults to "Mentor" & "Mentee" for mentorship programs.
Note: There are two Role Types in a Development Program: Primary Role and Secondary Role. The Primary Role is generally the person offering guidance to the person in the Secondary Role. For example, the Primary Role within a Mentorship Program is 'Mentor' and the Secondary Role is 'Mentee'.
If you select "Peer" for both roles, this will create a peer-to-peer program.
Then, consider toggling the following options:
2. Enable members to have "both" roles in the program:
Toggle on this setting if members should be able to participate as both mentors and mentees (if there are enough available participants to pair). Learn more about both roles.
3. Enable members to select their roles when joining the program:
Toggle this setting on if members should be able to choose between "Mentor," "Mentee," or "Both" (if the "both roles" option is enabled) when they join the program.
You can pre-populate roles when uploading member data, toggling this on provides them the option to switch. If this setting is toggled off, you will need to define their role in the program.
Edit Program Match Setting
This section allows you to configure how members are matched in your program.
Enable Group Matching:
Toggle on "Enable group-matching" for a Group Mentorship program, where one mentor and multiple mentees are matched in a group. Learn more about group matching.
Toggle off "Enable group-matching" for 1:1 pairings.
Enable Members to Select Their Preferred Matches:
Toggle on "Enable members to select their preferred matches" to allow members to choose who they would prefer to be matched with from a list of confirmed members. Please note, they will only be able to provide a preferred match for members who already have an account. Preferred matches are not guaranteed.
Edit Mentee Capacity
To set the maximum number of matches a member in Primary Role 1 (often Mentors) can have:
Enable/Disable Mentee Capacity to allow members in Primary Role 1 to choose more than one match:
Select the maximum capacity per mentor. 10KC recommends a maximum of 3.
Please note: If you are running a group program, this setting will be leveraged to set the maximum group size. We do not recommend allowing mentors to pick their group size in group programs, as this setting is typically managed by the program administrator to control group composition.
✅ Schedule Tab
The Schedule tab allows you to manage the timeline and sequence of all key events and communications within your Development Program. It's crucial to understand that each element listed here represents a notification or activity sent to your members.
To access and configure your schedule, navigate to your Development Program and then in the left menu, click Schedule.
Understanding Your Schedule Elements:
Send Invitation Emails: This is the first step to invite members to join your program. It sends the initial program invitation.
Smart-matching Notification: This notification is sent to members to inform them of their program match or group once the matching process is complete.
Important: The match email is the only notification that allows you to pull in member variables/segment information directly into the email body.
For 1:1 Matches: It is very important that you add member information for both matches. We recommend pulling in Role 1 & Role 2's first name and any other relevant information. It's also highly recommended to pull in their program role (e.g., Mentor/Mentee) so it's clear.
For Group Matches: If you have configured the program to be a group program, you will be able to add a group variable table to the email. You can then edit what information appears within this table to display relevant member details for the group.
Meeting / Sessions: These are the discussion guides sent to matches to guide their program journey. For example, a typical 10KC general mentorship program includes six meetings spaced over six months.
At the bottom of each session's edit window, you will see an option to select skills. We recommend selecting 2-3 skills that the session is designed to work on. If you are using a 10KC template, this will be pre-filled for you. When members receive the meeting and the subsequent survey, they will be able to select which of these assigned skills they worked on.
Progress Summaries: These are notifications that send an update to members about their progress in the program, as well as prompting them for feedback. We recommend sending these after each session.
Surveys: While 10KC templates typically include a final survey at the end of the program, you can add or remove surveys as needed.
Customizing Your Schedule:
Adding or Removing Steps:
If you've chosen a blank program template, you will need to add all of these elements yourself by clicking "Add Step" at the bottom of the schedule.
Even when leveraging a template, you can always add additional steps or remove templated steps to customize your program.
Viewing Event Details:
You can view each event's details by hovering over the session and clicking the eye icon that appears.
Editing Individual Events:
To edit a specific event (like a meeting, survey, or notification), hover over it and click the pencil icon. This will open a pop-up window where you can make edits. Remember to click Save within that pop-up window for individual edits.
Updating All Dates and Times:
To adjust the dates and times for all elements in your schedule, click the "Edit schedule" button in the upper right corner of the Schedule tab. This will allow you to go through all elements and update their timing.
The "Edit schedule" function also allows you to update the Program Start Date, which is visible to members, letting them know when the program begins. Typically, we recommend setting this as the same date as the match email. Alternatively, you can also update dates for individual steps within each step's edit pop-up window.
✅ Participants Tab
The Participants tab is where you manage member enrollment for your Development Program. Here, you can add participants either before the program is published or after it has gone live. For detailed instructions on adding members and assigning roles, please refer to the following guide:
✅ Smart-Match Tab
The Smart-matches tab is used for configuring and managing the matching process for your Development Program. Here, you will need to set up the matching rules for your program.
For comprehensive guidance on this process, please refer to the articles below:
✅ Survey Tab
The Surveys tab is your central hub for creating, managing, and launching surveys within your Development Program to gather valuable feedback from participants.
To access and manage your surveys, navigate to your Development Program and then in the left navigation menu, click Surveys.
Understanding Default Surveys & Customization:
Meeting Survey(s): All programs come with a default "Meeting survey(s)" already linked. This survey is automatically attached to your meeting/session emails as well as the program summaries. These are designed as quick pulse checks to gauge how everything is going.
The template typically has three questions. Note: The first question, featuring emojis, is required and cannot be edited.
The skill question in this survey is linked to the skills you select in each of your "Meeting or Sessions" discussion guides.
End of Program Survey: You will typically want to add a survey for the end of the program to gather overall feedback. This can also be added at any other point in the program's schedule.
Managing Existing Surveys:
To view details or options for templated surveys, click the three dots (...) next to the survey name.
Select Edit to make updates to an existing survey.
Adding and Editing Questions:
When editing an existing survey or creating a new one:
You can always add new questions to the templated survey questions.
You can drag and drop questions to reorder their appearance in the survey.
For each question, you can toggle it on to be required, ensuring participants must answer it before submitting the survey.
When adding or editing a question, you will need to select its Question Type from a dropdown menu (as shown in the provided screenshot). Options include:
Freeform: Allows participants to type a free-text response.
Multiple choice: Participants can select multiple answers from a list you provide.
Single choice: Participants can select only one answer from a list you provide.
Scale: Disagree - Agree: Uses a scale from "Disagree" to "Agree" for responses.
Scale: Not at all - Extremely: Uses a scale from "Not at all" to "Extremely" for responses.
Scale: Not likely - Extremely likely: Uses a scale from "Not likely" to "Extremely likely" for responses.
Scale: Loved it - Skipped: Uses a scale from "Loved it" to "Skipped" for responses.
Dynamic skills: Allows participants to select which of the skills you assigned to the Meeting/Session they worked on.
Creating New Surveys:
To create a new survey, click the "Create survey" button (located in the upper right corner of the tab).
When creating a new survey, you can choose to select either:
From a 10KC template.
From a previous survey you've used in your account.
Start from scratch to build a custom survey.
When you add a new survey, it will initially appear in the Draft tab. You will need to publish it once it's ready to go live.
Enabling Compliments (Meeting Survey Only):
When editing a meeting survey, you have the option to enable compliments. If enabled, participants can send compliments to their matches after filling out the survey. These compliments will be shared with the matches afterwards.
Linking Surveys to Your Program Schedule:
Once you have created and published a survey, you will need to go to the Schedule tab.
From there, you will link the survey to a "Survey" element within your schedule and determine its target audience (who will receive it and when).
✅ Publishing Your Program
Development Programs are created as Drafts by default. To make your program Live and visible to participants, administrators must publish it.
In the left navigation menu of your Development Program, click Setup.
Click Publish program.
Once your Development Program is Live:
Visibility & Invitations: The program becomes visible to participants who have been invited. They will be able to see it and accept their invitation directly within their 10KC account & during the account creation flow.
Important: Publishing the program does not automatically send invitations. You will still need to manually send invitations to members (if you haven't already).
Participant Access: Invited participants will gain access to view the program's curriculum and schedule.
Scheduled Communications: If your program schedule includes automated communications, these will not go out if the schedule start date occurs while your program is still in Draft mode. Communications only begin once the program is Live.