Mentor Toolkit

Downloadable Resources, Instant Access

Arrange that your organization develops and implements strategies to attract and maintain highly skilled and engaged workforce by diagnosing capability gaps, recruiting, selecting and developing talent; supporting Mentorship, workforce development and Succession Planning.

More Uses of the Mentor Toolkit:

  • Ensure you convey; recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as applicable.

  • Serve as a Mentor and coach for the Sales Executive Management by acting as a key advisor to the pursuit team throughout the sales process.

  • Provide technical leadership, Mentorship, and guidance to a team of Systems Engineers in the areas of Systems Engineering analysis, architecture modeling, and MBSE.

  • Help maintain an innovative, sustainable, comprehensive, and engaging program based on emerging best practices.

  • Support preparation of agendas / topics / materials for Board and other executive meetings in conjunction with other business leaders.

  • Identify and understand issues, problems and opportunities; possess solid judgment, Problem Solving and Decision Making skills.

  • Serve as a Mentor, coach, and trainer who coordinate workshops, sessions, and trainings, openly sharing technical expertise and ensuring that learning resources are widely available.

  • Maintain the implemented solution and provide Mentorship on code upgrades, changes to the platform, and new technology developments.

  • Arrange that your group serves as Mentor for a small group of Private Client Advisors and exercises general guidance in the relationship planning process for clients.

  • Ensure you helm; lead business and operational skills related to Resource Management and financial performance of team/organization.

  • Evaluate operational Processes And Procedures, and develop strategies and Implementation Plans to improve and standardize all aspects of operations.

  • Initiate: participation in one or more organizational transformations with evidence of business change, Performance Improvement, growth, cost reductions.

  • Establish that your team coaches and Mentors project team members; Mentors other Project Managers around Project Management methodology; determines project scope.

  • Ensure you raise; enhanced professional develop opportunities and customized resources for all content areas and level of expertise.

  • Ensure your organization recommends and supports project specific Mentoring relationships for growth areas and helps to secure the commitment of the Mentor / expertise.

  • Lead: partner with employees, managers and leaders of assigned business unit or department to understand Business Objectives and implement best practices, Policies and Procedures.

  • Support and Mentor Supply Chain team to run effective production meetings with operations to optimize scheduled resources.

  • Identify: Mentor the team on what makes for compelling content, engaging graphics and overall successful sharing of ideas and insights.

  • Stay abreast of the latest developments, external trends, and best practices for methods in content creation and curation.

  • Pilot: successfully functions during times of ambiguity and changing priorities; creative Problem Resolution skills.

  • Be accountable for emerging topics in Artificial intelligence, intelligent systems, conversational bots, and knowledge representation and reasoning.

  • Reduce technical risk by upskilling your Scrum/Project Teams through Mentoring and providing technical guidance across elements as database best practices, coding guidelines, and naming conventions.

  • Provide superior Customer Service by maintaining professional and courteous relationships with all customers and vendors.

  • Arrange that your planning leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of your organization.

  • Methodize: research and represent emerging best practices and coordinate efforts to maintain an innovative, sustainable, comprehensive, and engaging program.

  • Evaluate: monitor and ensure departmental/facility Key Performance Indicators (KPI) are met in a timely and cost effective manner.

  • Confirm you run; lead and develop people; provide training, coaching, Mentoring, and regular communication to ensure a high performance and engaged team.

  • Ensure you create; build, manage and Mentor a team of marketing specialists focused on closing deals with your top prospect accounts.

  • Be accountable for ensuring the accurate and timely preparation of all necessary reports and records regarding facility operations.


Save time, empower your teams and effectively upgrade your processes with access to this practical Mentor Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Mentor related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Mentor specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Mentor Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Mentor improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does the scope remain the same?

  2. Has the Mentor value of standards been quantified?

  3. What tools do you use once you have decided on a Mentor strategy and more importantly how do you choose?

  4. What is the magnitude of the improvements?

  5. Risk events: what are the things that could go wrong?

  6. How can a Mentor test verify your ideas or assumptions?

  7. What causes extra work or rework?

  8. What resources or support might you need?

  9. How do you spread information?

  10. Do your leaders quickly bounce back from setbacks?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Mentor book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Mentor self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Mentor Self-Assessment and Scorecard you will develop a clear picture of which Mentor areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Mentor Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Mentor projects with the 62 implementation resources:

  • 62 step-by-step Mentor Project Management Form Templates covering over 1500 Mentor project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Mentor project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Mentor project team have enough people to execute the Mentor project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Mentor project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Mentor Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Mentor project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Mentor project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Mentor project with this in-depth Mentor Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Mentor projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Mentor and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Mentor investments work better.

This Mentor All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.