CFA UK MENTORING PROGRAMME 2020 MENTORING WORKSHOP - MARCH 2020
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CFA UK MENTORING PROGRAMME 2020 MENTORING WORKSHOP MARCH 2020
2020 CFA UK MENTORING WORKING GROUP VOLUNTEERS
Warwick
State Street Place of Study Coffee drinking
Different cultures Utah, USA Egypt
Greece Renaissance
Yenni Leighton (WG Lead) Jacopo Gadani Francisca van Dijken
Lin Yang Elena Petrishyna
CASS Barclays
Working with MBA cohorts Canary Islands
Chinese dancing & zither Marathon running
WELCOME TO CFA UK MENTORING PROGRAMME 2020
Your presenters:
• Marissa Charles, CFA UK Volunteer Development Manager
• Yenni Leighton, CFA UK Mentoring working group volunteer lead
• Gerhard Sogl, CFA UK Professional Learning Manager
CFA UK 3
USING SLIDO TODAY
• Go to www.slido.com in your internet browser
• In the Event Code box, type #H623
There will be THREE polls for you to participate in
If you have questions, please use the Q&A function in SLIDO. We will answer as
many as we can throughout the session or at the end
CFA UK 4
OBJECTIVES
By the end of the workshop, you will gain:
• Understanding of your role and responsibilities as a mentor
• Clarity of:
− Process of mentoring
− Skills for mentoring
− Possible Pitfalls
• Feel confident about getting started and building an excellent relationship together
CFA UK 5
SLIDO FEEDBACK
Why did you choose to be part of the mentoring programme?
Check SLIDO now
• Which THREE options describe your motivations to be a mentor?
CFA UK 6
Career Development
Improve Performance
WHAT IS MENTORING? Sharing Knowledge
Personal Development
WHO IS A MENTOR?
“Providing appropriate assistance
“An experienced and trusted to the mentee in a way that helps
adviser” them to reach their desired
Oxford English Dictionary outcome”
The Mentoring Manual, Julie Starr
CFA UK 8
WHO IS A MENTEE?
A mentee is the recipient of the mentor’s guidance and must be
committed to expanding their capabilities, be open and receptive to new
ways of learning, and have a sense of personal responsibility about the
mentoring relationship and their own growth and development.
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KNOWLEDGE
Listening to understand
Pull Reflecting
Paraphrasing
Helping someone
find their solution Summarising
Asking questions that
raise awareness
Giving feedback
Offering guidance
Making suggestions Push
Giving Advice Give someone
Instructing your solution
Telling
CFA UK 10SLIDO FEEDBACK
• What do you offer/bring as a mentor?
• What does a mentee offer/bring?
Use SLIDO to give us your Top 3 answers for both questions
CFA UK 11WHAT DO YOU OFFER / BRING?
Mentor Mentee
• “Appropriate assistance” • A goal
− Sharing knowledge and experience i.e. • A willingness to learn/listen
tell stories and offer your views
− Providing space for the mentee to think • Questions
things through i.e. ask questions • Ability to challenge and be challenged
− Offering constructive feedback based • Less knowledge in some areas
on observation of mentee
− Giving advice or wise counsel • Different view point
• Professional awareness i.e.
skills/experience based help
• Help reduce barriers related to limited
thinking or beliefs
CFA UK 12HELPFUL MINDSETS AND ASSUMPTIONS
• Equal relationship
• Mentor’s aim is to support the mentee’s growth and progress
• Mentee takes ownership for their learning, progress and results
• Authenticity and openness
• Honour your/their limits and boundaries
• Remain interested but not over invested
• Leave your ego at the door
• Be their cheerleaders (mentors)
CFA UK 13THE MENTORING PROCESS
THE MENTORING PROCESS
STAGE 1 CONNECTING STAGE 2 CREATE NEW STAGE 3 ACTION
UNDERSTANDING PLANNING
CFA UK 15STAGE 1 CONNECTING
Skills
• Rapport
• Listening
Purpose • Questions
• Summarise
• Contracting e.g. confidentiality
• Build the relationship/rapport/trust and
getting to know each other Role of Mentor
• Ensure mentor understands mentee
purpose and aspirations • Create rapport with each other
• Agree how you want to work together • Create an atmosphere that
• Agree goals encourages exploration
• Logistics - dates, timings, location etc • Show commitment to each other and
• Set boundaries – work related, future the mentoring process
focussed • Mentee should drive the process
CFA UK 16STAGE 2 CREATE NEW UNDERSTANDING
Purpose
Help mentee to deepen Role of Mentor
self awareness - • Give information and advice
strengths, areas for • Share experiences and tell
development, resources stories
• Support and understand
Skills for mentor • Be constructive and positive
• Recognise strengths
• Listen, challenge and ask • Identify development needs
questions
• Summarise and reflect back
• Help mentee to identify
limiting assumptions and
beliefs
CFA UK 17STAGE 3 ACTION PLANNING
Purpose Role of Mentor
• Actions and next steps • Support mentee to develop a range of
• Review relationship options for action
• Give/receive feedback • Help to explore pros and cons of each
• Challenge for commitment to SMART
action
Skills • Help to break actions into small steps
• Listen and challenge • Affirm and celebrate success
• Ask questions • Review the relationship
• Summarise and clarify • Evaluate outcomes of the mentoring
programme
CFA UK 18SMART GOAL SETTING
SPECIFIC, MEASURABLE, ACHIEVABLE, REALISTIC AND TIMEBOUND
• Establish long term vision and motivation (6-12 months)
− What do you want to achieve? Why?
− What does success look/sound/feel like?
− How feasible is it?
− What would it mean to you if this goal was achieved?
− Is your goal positive, challenging and achievable?
− How will you measure it?
• Session goal
− What would you like to be different by the end of this session?
− What outcome do you want from today?
− How can I be helpful?
CFA UK 19LAYING THE FOUNDATIONS - ENSURING A POSITIVE
FIRST SESSION
• Think about agenda in advance, share and agree
• Share backgrounds (personal & professional)
• Highlight areas of crossover/connection
• Agree how you want to work together
• Build rapport
• Communicate clearly your purpose, aspirations and goals
• Get a sense of where/how you can best help your mentee
• Next steps, logistics, timings etc
CFA UK 20TIPS TO SUCCESSFULLY MENTOR ONLINE
• Choose a platform that works best for both of you (Test them all if needs be)
• Make sure you have a quiet space to have your video chat/call
• Get used to each others style and voice on your first call
• Make sure you have a good signal/wi-fi/internet connection
• Don’t talk over each other – use hand signals to disagree, agree, interrupt
• Prep and agree your agenda in advance
• Share resources in advance to read and then talk through during the session (or use share
screen function)
CFA UK 21ENSURE A POSITIVE SECOND SESSION
• Connecting - build on the positive foundations
• Review previous session, actions, what’s been happening
• Agree goal for today
• Ask for/give feedback
• Manage logistics
CFA UK 22SKILLS FOR MENTORING
SKILLS FOR MENTORING
• Approach/attitude
− Open and honesty
− Disclosure and humility
− Challenge and support
− Stay flexible
• Process
− Keep agreements • Behavioural Skill
− Be engaged − Building trust and rapport
− Help them to clarify, stay focussed on goals − Active Listening & Reflecting
− Understand principles of mentoring − Questions
− Structure and timing of the conversations − Summarising
− Holding mentee accountable for commitments − Employing EI
CFA UK 24BUILDING RAPPORT
Be yourself
Use positive
Find
language
common
(body &
ground
verbal)
Building rapport
and Trust
Show real Be
interest empathetic
Use active
listening
CFA UK 25ACTIVE LISTENING, REFLECTING AND SUMMARISING
• Facial expressions
Attending • Eye contact
• Body language
• Minimal encouragers
Following • Timing
• Variety
• Repeat their words
Reflecting
• Don’t apply your own meaning
CFA UK 26HOW NOT TO LISTEN CFA UK 27
QUESTIONING
• Keep questions short and simple • Facilitating questions
• Open versus closed − What do you want from this?
• Clarifying questions − What’s currently working?
− What should we focus on? − How should we proceed?
− Tell me more about the options….
− What resources might be • Challenging questions
involved? − What does success look like?
− What is keeping you from
taking action?
− What are the implications if
you do not take action?
CFA UK 28QUESTIONING
Open How? What? Why? Where? When?
STYLES
Closed Did you…? Is it..? Would you..?
And you felt ...? What else ...?
Vague
What now ...?
You mentioned the team ...? You had an
Unfinished
idea ...? So one solution is ...?
Is what you mean ... is that correct?
Reflective
And that means ... is that right?
CFA UK 29LIVE EXAMPLE
Finish the sentence: One day, I would like to……
• Elena finish the sentence
• Francisca to question to find out as much as she can about the statement
CFA UK 30EMOTIONAL INTELLIGENCE
Awareness of
Self Awareness
Others
Relationship
Self Management
Management
Adding Value to...
Self, others, business, relationships, team,
etcetera
CFA UK 31POSSIBLE PITFALLS • Putting yourself under too much pressure • Being too directive • Ego/power kicks in • Mentor consistently going off goal • Over bearing Mentor • Inappropriate/unethical goals • Lack of “chemistry” • Lack of engagement (either way) • Lack of time (either way) • Mentoring is the wrong intervention CFA UK 32
WHAT IF IT’S NOT WORKING?
• Have a difficult conversation
• If that doesn’t work, speak to the Mentoring working group or staffed office
• Sometimes failure is the best option
2 month review is a natural place to end
CFA UK 33ACTIONS AND NEXT STEPS Mentors: 1. What have I learnt about myself as a mentor? 2. What skills, knowledge and experience am bringing as a mentor? 3. What might get in the way of my success as a Mentor? 4. What are my next steps? CFA UK 34
FURTHER READING AND ADVICE
Any questions?
Resources
• Mentoring Handbook
• CFA UK Discover for learning resources
Difficulties with the programme
mentoring@cfauk.org
CFA UK 35You can also read
