DECISION GUIDE
Rolling Out Mentor Matching Across Cohorts
Executive Summary
Roll out matching platform-wide cohort by cohort, not big-bang across all programs unless IT mandates it. Cohort one proves playbook; cohort two tunes weights; cohort three scales with less coordinator time. Shared roster and cross-cohort capacity rules apply from day one to prevent duplicate assignments. Document lessons after each wave before expanding.
Key Takeaways & Benchmarks
- Wave 1: flagship cohort with closest coordinator support
- Wave 2: adjacent program with shared roster rules enabled
- Wave 3+: self-serve playbook and train-the-trainer for staff
- Maintain unified metrics dashboard across all waves
- Freeze major config changes during active match weeks
Frequently Asked Questions
Can different cohorts use different matching rules?
Yes—track-specific weights with shared mentor capacity pool.
How do we handle resistant program leads?
Show wave-one metrics: time saved, utilization lift, founder feedback.
When is big-bang rollout appropriate?
Single-program organizations or hard contract sunset on legacy tools.
Next Step for Your Mentor Program
Explore matching quality, roster coverage, and intake workflows on your cohort.
Book a demo →