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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