DECISION GUIDE
Pilot Mentor Intelligence Checklist
Executive Summary
A successful pilot imports a representative roster subset, configures matching weights with real criteria, runs one match cycle with coordinator approval, and measures cycle time and utilization against baseline. Pilots fail when teams use fake data or skip change management with mentors. Plan 4–6 weeks: two for setup, two for match and first sessions, two for review.
Key Takeaways & Benchmarks
- Define success metrics before import: cycle time, utilization, NPS
- Import 80%+ of real mentors with skills and availability
- Train coordinators on approval and override logging
- Communicate pilot scope to mentors and founders clearly
- Retrospective with leadership at day 30 post-match
Frequently Asked Questions
How many founders should be in a pilot?
At least 15–20 for meaningful utilization signal; one full micro-cohort is ideal.
Should IT be involved in a pilot?
Include IT early if SSO or CRM sync is in scope; otherwise program ops can lead.
What if pilot metrics miss targets?
Diagnose data quality and criteria before blaming the platform—most misses are input or process.
Next Step for Your Mentor Program
Explore matching quality, roster coverage, and intake workflows on your cohort.
Calculate matching ROI →