Introduction To Our First Steps Together
A warm welcome! I’m looking forward to working with you and committed to making sure our sessions have a real meaningful impact for you and the business.
In order to get us up and running here is:
a) An overview of the steps to complete before our first formal session
b) A quick wider overview to your private mentoring space
On-Boarding Tasks Before Our First Session
There are two questionnaires that I would like you to please complete before our first session together. These can be found in Phase 1: Program Set-Up and Kick-off and are the modules referred to as
– “Understanding Your Profile”: Questions on your interpersonal style and the scope of your role so that we can tailor our sessions and examples appropriately
– “Understanding Your Business”: Initial questions on the organizational structure, business parameters and your own key goals for our time together to help us ensure we deliver both personal and business impact
Overview Of Your Client Portal
This is your very own Client Portal — it is where everything to do with our program will live. You can come here at any time and access all of our deliverables. This means you don’t need to worry about losing files, or keeping anything on your machine. It’s all here and will continue to be here for 30 days after our program together finishes – this should give us plenty of time for us to download or transfer anything we need at the end of the program.
Program Progress
This is also a great place to see where we are in the program. The image below is just illustrative but here’s what the different modules colours and ticks mean:
- Anything with a gold tick in the top right corner indicates that this module has been completed. You can mark them complete yourself after viewing or completing the task or, if you don’t, I’ll keep us up to date. If something is marked complete incorrectly accidentally I will swop it back. I will ensure that the content from any forms/questionnaires you complete or documents you upload is made available to you in the Notes folder (see below)
- This is something that is currently being worked on or is available to you on an ongoing basis.
- Any box that is greyed out simply means this is a module or resource that is coming up, but we haven’t started working on it yet. As it becomes available it will swop to the white format in 2.
Navigating the Portal
In general, I hope that should be self explanatory. If it’s not please tell me as that means I need to improve the experience more.
Phase 2 is all about our program sessions.
There is a folder to capture all our notes and actions which will be updated by one or both of us post each session as well as a tool to upload any files, assignments or documents we need you to share
If there are specific things we need to do for them then these may get adapted into questionnaires, folders or other structures to support our sessions.
Phase 3 is where you will find all your supporting resources
The image below is illustrative and this may will evolve based on our sessions together. You already have access to some of this right now while other aspects will be provided based on what might be helpful
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That’s it from me — I hope this was helpful and I’m really looking forward to working together!