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Orange County’s Credit Union
                                                                                    Program Outline


           The Mentoring program will use the following guidelines for execution:


                                   2021/2022 Leaders In Action Cohort Mentorship Program
                    Dates  May 2021 – June 2022

                            Build relationships between up-and-coming and seasoned Leaders in order to:
                               •  Expand knowledge transfer
                 Program       •  Create smart succession planning
                    Goal       •  Support greater personal and professional growth
                               •  Increase self-confidence
                               •  Improve overall job satisfaction on all levels

             # of Mentees  14      # of Mentors  14      Relationship  1:1   Req Meetings  4 – Quarterly

                               •  Mentors attend Connect through Coaching Workshop prior to meeting with
                                   Mentee
                               •  Mentors attend Mentorship Kick-Off Meeting
                               •  Mentors and Mentees meet once prior to required quarterly Mentorship
                                   meetings
            Requirements
                               •  Mentee use ongoing Mentorship Action Plan (MAP) for all meetings with Mentor
                                   and house in mutual space for both to review
                               •  Mentee coordinate all meetings with Mentor
                               •  Mentee and Mentor fill out Reflection Form following all 1:1 meetings – submit to
                                   Peer Sponsers

                            The Mentoring Relationship can expand in many ways.  A few ideas for connection
                            are:
                               •  Schedule lunch together
                 Optional      •  Attend training together
                               •  Mentor views Mentee in setting
                               •  Mento/Mentee discuss business development project
                               •  Mentee observes Mentor in setting

              Suggestion  Create team on MS Teams for Mentor and Mentee to exchange information and ideas





















                                                                         OCCU Mentoring Guide: Expectations & Goals | 1
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