Selecting and Matching Mentors Toolkit

Give your mentoring programme a clear, consistent approach to selecting mentors and matching pairs.

This seven-part toolkit helps you define what makes a suitable mentor, understand what participants need and make thoughtful matching decisions. It also provides a process for checking whether both people want to continue and responding when a relationship needs attention.

What’s included:

• A mentor competency framework covering nine core competencies

• A mentor self-assessment with reflection and development prompts

• Separate mentor and mentee intake questionnaires

• Matching guidance based on relevant experience, development needs and participant preferences

• A template to record the reasoning behind each proposed match

• A first-meeting chemistry check protocol with suggested wording

• Warning signs and intervention steps for relationships that aren’t working

Use the toolkit when setting up your program, preparing a new cohort or reviewing your existing matching process.

Ideal for: L&D professionals, HR and talent teams, and mentoring programme coordinators.