Global

Running a mentoring programme: Mentor and mentee roles, matching and check-ins

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 13 details that are specific to your organisation.

See the live deckSee the full outline
Try the coursePreview the survey
Length
35 min
Lessons
6 lessons
Frequency
At the start of each mentoring cohort
Last reviewed
21 Oct 2026
Running a mentoring conversation
What would you do?

A mentee says she is thinking of leaving the team

Try it: this is one of 19 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

  • 6 lessons, about 35 minutes
  • Process, scenario, sorting activity, accordion and quizzes

Live session deck

An AhaSlides presentation to run after the course, in person or online.

  • 10 slides
  • Quiz, word cloud, poll, scale slides
  • A closing slide for your contacts

Two surveys

Find out what landed, and whether people use it on the job.

  • Post-course feedback, about 2 minutes
  • 30-day check-in
  • Anonymous by default
  • Results feed your next refresher

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

IDObjectiveSourceWhere it's covered
TO 168.0Achieve ≥ 80% on the final assessment-Whole course
SO 168.1Explain how mentoring differs from coaching, training and line management, and what each role in the programme is responsible for + your infoBest practiceWhole course
SO 168.2Describe the steps of the programme from matching to closing, and what happens at each + your infoBest practiceWhole course
SO 168.3Agree goals, ground rules and a check-in rhythm with a mentoring partnerBest practiceWhole course
SO 168.4Run a mentoring conversation by asking, listening and offering experience without taking overBest practiceWhole course
SO 168.5Handle role-boundary situations (favours, orders, confidentiality, a poor fit) and know who to ask + your infoBest practiceWhole course

Your part: what a template can't do for you

  • Your workplace details: fill in the 13 highlighted fields so the course describes your own policies, contacts and locations.
  • Records: record completion in your own LMS or record system.

Course outline

6 lessons, about 35 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise
1

Why clear roles make mentoring work

3 pages

7 min
Before you beginNoteList
Two good intentions, one muddleTextImage
What went wrong?ChecklistKey factQuiz
2

Mentoring, coaching, training and line management

3 pages

6 min
Four different jobsTabsNote
Who does what?Sorting activity
CheckFlashcardsMatching quiz
3

Matching, kick-off and agreeing ground rules

3 pages

6 min
The programme in six stepsTimelineYour info
The first meetingProcessChecklist
CheckQuizNote
4

Running a mentoring conversation

3 pages

6 min
Ask, listen, shareAccordion
Better questionsSorting activity
CheckScenarioQuiz
5

Grey areas, closing well and speaking up

3 pages

6 min
Boundary momentsScenarioYour infoMatching quiz
Buddies, reverse mentoring and closingAccordionYour info
Who to askProcessYour infoYour infoYour infoNote
6

Your next steps and final assessment

2 pages

4 min
Your next stepsProcessYour infoYour infoYour info
PracticeQuizKey factNoteButtonYour info

Live deck and surveys

10 slides to run live, two surveys to close the loop

Pink slides are interactive. Both surveys are anonymous; pink questions are written for this course.

ContentTitle, agenda, "this programme is {{PROGRAMME_NAME}}
Word cloudOne word for the best advice you have ever been given at work
PollHave you had a mentor before?
ContentMentoring, coaching, training and line management side by side in four short lines; the first meeting in five steps
QuizYour mentee asks you to rewrite their report. Best response? Rewrite it tonight · Ask what they want from the draft and give feedback ✔ · Tell them to ask their manager · Decline to help
QuizWho decides what the mentee does next? The mentor · The programme owner · The mentee ✔ · The line manager
Content · customiseCustomise: our programme" with {{PROGRAMME_NAME}}, {{PROGRAMME_LENGTH}}, {{CHECK_IN_FREQUENCY}}, {{HELP_CONTACT}}, {{ESCALATION_ROUTE}}
ScaleHow confident are you in agreeing ground rules with your partner?
Open-ended / Q&AOne question you want to ask about the programme
Content · customiseClosing {{HELP_CONTACT}}, {{SURVEY_2_URL}}, {{COURSE_URL}}
Post-course feedback: 11 questions, about 2 min
  1. Overall rating 5 stars
  2. Relevant, realistic, right length, helpful activities agree/disagree grid
  3. What was most useful? multi-select
  4. Confidence before this course, and now 1-5 scale
  5. Which part is still unclear? multiple choice
  6. How clear are you about what you can and cannot ask of your partner? 1-5 scale
  7. Which course should come next? ranking
  8. I feel comfortable asking for a change of pairing if it is not working. 1-5 scale
  9. One thing we should change or add open text
  10. Would you recommend this course? NPS
30-day check-in
  1. Have you used what you learned since the course? multiple choice
  2. How confident are you today? Compare with day 1 1-5 scale
  3. Do you know where to find the programme guide and the programme owner's contact? yes / no / not sure
  4. A moment where the training helped, or where you weren't sure open text
  5. Which topics should the next refresher focus on? ranking

Results show whether people use the training on the job, not just whether they finished it.

Make it yours

13 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

  • The name of the organisation's mentoring programme{{PROGRAMME_NAME}}
  • How long each pairing lasts{{PROGRAMME_LENGTH}}
  • How often pairs meet{{CHECK_IN_FREQUENCY}}
  • How pairs are matched{{MATCHING_APPROACH}}
  • Help contact{{HELP_CONTACT}}
  • Policy link{{POLICY_LINK}}
Show all 13 fields
  • Escalation route{{ESCALATION_ROUTE}}
  • Next course link{{NEXT_COURSE_LINK}}
  • LMS or record system{{LMS_OR_RECORD_SYSTEM}}
  • Survey 1 URL{{SURVEY_1_URL}}
  • Survey 2 URL{{SURVEY_2_URL}}
  • Course URL{{COURSE_URL}}
  • Live session URL{{LIVE_SESSION_URL}}

FAQ

Common questions

Can I run running a mentoring programme: Mentor and mentee roles, matching and check-ins training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

At the start of each mentoring cohort, at onboarding for buddy schemes, and as a mid-programme refresher.

Who needs this training?

Mentors, mentees, programme owners and line managers of new joiners; run by talent development, onboarding or HR business partners.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck