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Orange County’s Credit Union
                                                                                            Mentor Role


           A  Mentor  assists  a  Mentee  with learning something that  otherwise would be  acquired less
           thoroughly, more slowly, or not at all.  Mentoring is a shared accountability between the Mentor,
           Mentee, and the Mentee’s Leader.   Each has a  separate role  but a united focus:  assist  the
           Mentee with improving their contributions to the organization.

           Roles of Mentor, Mentee, and Leader:

                       Mentor                            Mentee                             Leader
                 Focuses on transferring
              knowledge and assisting the      Focuses on achieving sustainable      Focuses on action through
              mentee with developing new         results the best way possible               people
                      capabilities
            •  Asks questions to assist       •  Clarifies performance          •  Assists in establisthing
                and challenge mentee on           expectations and priorities        performance
                chosen focus areas             •  Seeks ongoing feedback             expectations
            •  Assists mentee with                to improve personal            •  Conducts regular 1:1s with
                reflecting on past                contribution                       a focus on goal progress
                successes and failures to      •  If necessary, adjusts goals    •  Provides business updates,
                identify and leverage             and priorities due to              shares context for business
                strengths and mitigate            dynamic environment                decisions and the impact
                weaknesses                     •  Focuses performance on             on the team and
                                                  the “what” and “how”               Associate
                                                                                 •  Assesses job performance
                                                                                     and links mentee
                                                                                     contributions to reward
                                                                                     decisions


           A  Mentor can step into many roles depending on the needs of the Mentee.  The following are
           four key areas that the Mentor may target during the relationship:












                      Processer             Capability           Thought Partner           Supporter
                                            Developer







                                                                         OCCU Mentoring Guide: Expectations & Goals | 5
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