Introduction to Mentors / Experts Management
Administrators and sub-administrators can effectively manage mentors and experts, connecting them with startups and giving them access to key data. This feature ensures that mentors and experts can collaborate efficiently, providing valuable guidance, assessments, and insights to startups.
Mentors and experts play a crucial role in supporting startups by evaluating applications, advising on business strategies, and sharing industry knowledge. Through Mentor / Expert Management, administrators can control each mentor or expert’s level of access, assign them to specific programs or application rounds, and oversee scheduling for direct interaction with startups.
Mentor Management Section Location
To access the Mentor Management section, navigate to Startups in the top menu. Within this section, select Mentors Management to view, assign, and manage mentors and experts across different startups, programs, and activities.
Step-by-Step Actions
1. Invite Mentors
Start by inviting new mentors to join your network. From the Mentors Management section, click on the Add New User button.
- Enter the mentor's name, email, and user role.
- Once invited, the mentor will receive an email to join the platform.
- Invitation email is customizable by you from the Email Management Section under the section Onboarding Process
2. Assign Mentors to Programs and Startups
- Assign a Mentor to Specific Startups (Mentors Management)
- Go to the Mentors Management section.
- Locate the mentor you want to assign, then click on the Edit Icon located on the right side.
- Click Assign Startups dropdown menu, then choose the specific startups from the dropdown list to assign to this mentor.
ii. Bulk Assign Mentors to Multiple Startups (Startups Management)
- Navigate to the Startups Management section by selecting Startups from the top menu.
- Here, you can select multiple startups simultaneously, and then use the bulk actions to assign one or more mentors to all selected startups at once.
iii. Assign Mentors from a Startup Profile (Startup File)
- Open the Startup File for the specific startup you want to manage.
- Click on the edit icon next to the Connection section. This will allow you to select multiple mentors from the dropdown and assign them directly to the startup.
3. Manage Mentor Availability
Mentors can set their availability for meetings through their Availability calendar in AcceleratorApp. Learn more about it here.
To view or manage the mentor's availability on their behalf, from the Mentor Management section click on the Edit Icon on the right of the mentor’s name and click on the button View/Edit Availability. Here, you can adjust time slots based on the mentor’s preferences.
4. Facilitate Startup and Mentor Connections
- Once assigned, startups can view and book sessions with mentors through the mentor’s profile.
- Direct them to the "Community" section, where they can access their assigned mentors and schedule meetings within available time slots. To learn more about it click here.
5. Track Mentor-Startup Interactions
In the Activity Feed section, you can monitor scheduled meetings, coaching sessions, and notes, as well as track all mentor and expert activities with startups. Click here to learn more about the Activity Feed.
- In the Startup Portfolio, you can generate a report on coaching sessions that have taken place within the portfolio. Click here for more details on reporting.
Tips & Best Practices:
- Encourage mentors to keep their availability updated for better scheduling.
- Use program-specific assignments to ensure mentors focus on startups that align with their expertise.