DECISION GUIDE
Mentor Intelligence Implementation Roadmap
Executive Summary
Implement Mentor Intelligence in four phases over 4–8 weeks: discovery and criteria design, roster import and cleanup, matching configuration and coordinator training, then go-live with first cohort match and 30-day review. Parallel tracks cover mentor communications and integration setup. Skipping phases—especially roster cleanup—delays value and frustrates founders.
Key Takeaways & Benchmarks
- Week 1–2: criteria workshop, taxonomy, success metrics
- Week 2–4: roster import, dedupe, mentor self-update campaign
- Week 3–5: matching weights, approval flows, calendar sync
- Week 5–6: coordinator training and dry-run match
- Week 6+: live match, utilization monitoring, retrospective
Frequently Asked Questions
Can implementation compress to two weeks?
Only with clean roster data and a single cohort under 25 founders—otherwise quality suffers.
Who owns implementation internally?
Program ops lead with executive sponsor; IT joins for SSO and CRM milestones.
What happens after go-live?
30-day check-in on metrics, quarterly roster health reviews, and weight tuning each cohort.
Next Step for Your Mentor Program
Explore matching quality, roster coverage, and intake workflows on your cohort.
Calculate matching ROI →