This space is your go-to guide for successfully launching and managing Mento coaching across your organization. We’ve included everything from onboarding steps to helpful templates, timelines, and best practices.

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🧭 Quick Links

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✉️ Messaging Templates

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Please use these messaging templates to communicate to your members. They are broken out by different types of messages that you would send.

🟡 Pre-Launch

Organization Leader Communications

Manager Communications

🟠 Launch

Invite Members!

Announce Mento Kickoff / Information Session

Post-Kickoff Email

🟢 Post-Launch

Offboarding Members

Baseline Survey and Pulse Check

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⏰ Implementation Timeline

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🟡 Pre-Launch

Planning and enablement

🗓️ Implementation Meeting (45 min)

Meet with your Partner Success team. We’ll use this time to ensure you have everything you need to implement Mento

Together, we will:

• Get to know one another!
• Confirm billing and IT actions
• Compile a preliminary list of coaching participants
• Review Partner Dashboard, a flexible tool to help manage your program and keep track of your members
• Provide resources for you to organize and plan
• Confirm preliminary dates for announcing Mento and hosting a kickoff call </aside>

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🟠 Launch

Executing with precision

🗓️ Post-Implementation Meeting (30 min)

If needed, we can meet again to confirm the following:

• Finalize members (with emails, roles, duration)
• Review communications plan
• Schedule kickoff event

🗓️ Mento Kickoff / Information Session (30 min)

This is an recommended event co-hosted by you and Mento, where we will:

• Introduce coaching and Mento to all participants
• Set expectations and share onboarding steps
• Host a Q&A answer remaining questions </aside>

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🟢 Post-Launch

Ongoing support and alignment

🗓️ Baseline Survey Review (45 min)

Meet with our GM of Coaching Strategy and Operations to go over the results of your baseline survey (only for partners with 10+ members).

Together, we will:

• Review Onboarding Progress, with updates on how your members are going through onboarding
• Go through Pulse Check results (anonymized and aggregated data)
• Discuss action items for long-term success

🗓️ Partner Success Meetings (30 min)

Schedule time with your Partner Success Manager at anytime to discuss program strategy, member needs, expansion, and more!

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📚 Partner Resources

Member FAQs

Partner FAQs

Mento | IT Setup Checklist

Please use these resources below for any of your implementation needs.

Resources

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