Group Mentorship allows one Primary Role (e.g. mentor) to reach and support multiple Secondary Roles (e.g. mentee) simultaneously in one program. In these shared learning sessions, the Secondary Roles build a broader network with their peers, and enhance the learning outcomes with the diverse perspectives and experiences.

10KC’s curated Group Mentorship Program leverages a collaborative discussion approach facilitated by the mentor, making efficient use of their time and expertise.

Sign into the platform and click on Development programs > Manage programs. and then click the Create a program button.

Choose the Group Mentorship Program template.

Choose the program start date. This date can be changed later in the Program Schedule.

Once you click continue, you will be brought to a draft Development Program to begin the setup process.

The Setup tab provides a checklist of all the steps to create and launch this program. You can complete these steps in any order you want. Clicking on a step will direct you to the area to complete the action. You can also access the checklist at any point by clicking on the Setup button (top-right).

There are 3 phases to setup your program:

Firstly, let’s review your program schedule. Click on the Review program schedule step.

You will be directed to the Schedule tab. This is where you can review the program’s schedule and content.

To edit the content of a step, hover on a specific step and click the Edit step button. The Step editor drawer will appear, and you can edit the content and the schedule of that step.

Each step comes with content already prepared for your program. You can make changes as needed, and click Next.

In the Settings section, you can adjust the send date, time and time zone for the selected step.

You can also edit all the steps of the program using the Program step editor. Click on Edit schedule to open this editor.

Click on a step you want to reschedule.

You can adjust when this step will be sent to a participant via email or messaging.

Note: You can schedule for your program to send out invitations, and smart-matching emails, or manually send out these steps.

To continue building your group mentorship program, head over to Program Surveys.

To review program surveys, you can open the Setup checklist drawer and click on Review program surveys.

You will be directed to the Surveys tab where you can review feedback surveys participants will receive as a part of the program.

There are two surveys available by default or you can also create a new survey by clicking Create survey button.

Here you get the option to create survey using Templates, Previous Surveys or Create from scratch.

Click on Create from scratch which will open Create survey editor where you can enter the Survey name and choose Survey type: Per meeting or Scheduled / Standalone. And then click on Next.

In this section of the Create survey editor you can add the survey questions. 10KC has a library of questions which can also be imported using the lightening bolt icon.

After adding the questions click on Save button.

To continue building your program, head over here to Program Settings.

To review program settings, you can open the Setup checklist drawer and click on Review program settings.

You will be directed to the Settings tab where you can review program settings.

Now you’ve finished configuring the base for your program. You can publish the program to make it visible for future participants. To do this, open the Setup checklist and click the Publish program button.

To continue building your program, head over here to Adding participants.

Now that the program is published, we can start adding participants to this program. In the Setup checklist, click on Add participants to the program.

There are 3 ways of adding participants:

1. Manually add emails

You can copy and paste participant emails and if you know their roles (mentor or mentee) that can be added beside their emails (as shown below).

2. Upload CSV

Create a CSV with 2 columns for your participants’ emails and roles. Note that your file must have these 2 columns ONLY.

3. Search hub members:

You can easily search and identify members by their name, email address or profile segments and add them to the program. Click on the Search button to start.

In the next section, you can type in the name or email address to search the member.

Or create a filter to automatically search members using their profile segments.

Once you are done, click on Apply filters and Continue.

After pasting or uploading participants, click the Verify email addresses button to review participants before adding. There are 2 different status that can appear here:

Afterwards, you can click the Add participants button to confirm. Participants added will have the Invited status.

For participants that are already members of the Hub, you can view their Hub profile, and participant preferences. For participants that are not members of the Hub, they will appear as emails, and you can choose to resend invitations to them if needed.

After adding participants, you can send match invitations to participants. You can do this manually by clicking Send invite emails, or schedule the Smart-matching step in the Schedule tab.

Once the invited participants accept the program invite, their status will change to Confirmed.

If Role selection is enabled in Program Settings, then the members can choose whether they want to be mentors, or mentees, or both. However, as an admin you can also bulk-edit the roles from this screen (by clicking on the checkboxes beside the Name column).

To continue building your program, head over here to Smart-matching.

Pairing rules help define which members should be matched with each other. To define pairing rules for the program, click on Edit pairing rules.

There are four tabs under pairing rules editor: Segments, Private segments, Combo rules and Settings.

Segments help define which members should be matched with each other based on attributes like Role, Department, Hire Date, Location etc. (or any employee attribute imported from your HRIS).

In addition, all development programs have one in-built segment which defines whether the member is a mentor or a mentee, and matching based on this segment can be enabled using Program-based mentor/mentee matching.

Rules can be inclusive (as shown below) where you can choose which segment options match with other segment options (e.g. VPs and SVPs only match with Directors, Sr. Directors & Executive).

Or they can be exclusive (as shown below) where you can choose what segment options not to match with (e.g. do not match Executives with Interns or Individual Contributors)

Private segments matching rules behave the exact same way as segment matching rules above. The only different is in the type of data stored. Read more about Private Segments here.

Combo rules are advanced rules which allow you to be more specific in define matching criteria e.g. match Managers in Compliance with Directors and Sr. Directors in Compliance. You can also enable Priority which will let you define which matching rules take priority over others.

All segment, private segment and combo rules can be Preferred or Required.

Best practice is to have as few (or no) Required rules as possible so maximum people can be matched with each other.

Allow repeat matches from previous experiences enables the members to be matched with people who they might have been paired in the past (in one or more Development Programs or Introduction cycles).

Under Advanced options, you can set matching rules at a member-level by adding match exclusions to each member. By adding exclusions, you prevent members from being matched with members that they shouldn't be matched to (e.g. employees with their managers).

Once you are done setting up the pairing rules, now it's time to create the matches and make them live.

Click on Actions > Recalculate where you get three options:

You can also manually create matches by clicking on Create match

During this process of creating matches, you can use the Lock action to lock pairs that would not be changed if matches are automatically generated again.

Once all members have been matched to your satisfaction, click on Confirm pairs to confirm the matches for the group mentorship program.

Note that this action freezes the matches for the development program. However, if for some reason you would like to unfreeze the matches that can be done by using Advanced options and clicking on Generate more matches.

The last step in the setup process is to launch the development program. You can do this by clicking on Send match emails in the Smart-matches tab OR waiting for the emails to trigger automatically in the Smart-matching step in Schedule.

Once the development program is setup and launched, members will automatically start receiving different touchpoints (via emails or messaging) as per the Program Schedule.

This email introduces mentor and their mentees. Both the mentor and the mentees receive the same email.

This email is sent before every session to prepare the mentor and mentees on the session topic. This email contains 10KC's expert curated curriculum -- session guides, discussion questions etc.