How to Get the Most Out of Your Mentoring Loop and the Importance of Documenting Your Journey.

Kristin Nankervis
Kristin Nankervis
  • Updated

Once you're matched, your loop becomes the central space for your entire mentoring relationship, notes, goals, agendas, meetings, and coordinator support, all in one place. This guide covers practical ways to use it effectively from your first session through to closing the loop.

Why keep mentoring in one place?

It can be tempting to use existing channels like email or Teams. But when mentoring is mixed with everyday communication, progress becomes hard to track and the relationship can blur with other professional dynamics, like a line manager relationship.

Keeping everything in your Mentorloop loop means you can:

  • Review meeting notes and reflect on progress over time
  • Stay accountable to goals with clear tasks and deadlines
  • Move through mentoring milestones and earn your Mentorloop certification
  • Keep all your mentoring relationships in one place and build your personal advisory board
  • Access support from your Program Coordinator in context
  • Separate mentoring from coaching and other everyday workplace relationships, what's the difference between a coach and a mentor?

How do I document meetings in my loop?

Use the Notes feature to record what was discussed and what actions were agreed after every meeting. A written record helps both partners reference advice from earlier in the relationship, stay accountable to agreed actions, and get up to speed quickly before each session without spending time recapping.

Who should take notes? Decide early, ideally as part of your mentoring agreement. It's typically the mentee's responsibility, but set this expectation explicitly so neither person assumes the other is doing it.

Use note templates

Mentorloop includes built-in note templates for first meetings, goal-setting sessions, general agendas, and end-of-relationship reflections. Open a new note from your loop and select a template to get started.

Should I share a meeting agenda in advance?

Yes. Share the agenda at least a day before the meeting where possible. This gives your partner time to prepare and keeps the session focused and intentional, rather than spending the first ten minutes deciding what to talk about.

Decide who is responsible for the agenda as part of your mentoring agreement. For structure, consider the rule of three, limit each agenda to no more than three topics to keep sessions tight and achievable.

✦ AI Meeting Notetaker

If your programme has both calendar integration and AI features enabled, Mentorloop can automatically generate a summary of your meeting and save it as a Loop note, so you always have a record without needing to write everything up yourself. The summary appears in your loop after the meeting and can be edited, added to, and shared with your partner as normal. Learn more about AI meeting features →

How do I set goals in my loop?

Use the Goals feature to set SMART goals with specific tasks and deadlines. This keeps both partners accountable and gives you written evidence of priorities and progress throughout the relationship.

Goals can be shared with your mentoring partner directly from the Goals section, making them a visible, joint reference point for your sessions. Learn how to create and share goals in Mentorloop →

How do I schedule meetings in my loop?

Schedule meetings directly from your loop using the built-in scheduling tools. Two habits that make a real difference:

  • Book the next meeting during the current one — rather than following up afterwards, agree on the date while you're both present.
  • Use recurring meeting scheduling — Mentorloop keeps six future meetings booked at your chosen cadence, so the calendar is always ahead of you.

A day or two before each meeting, send a quick confirmation in your loop. If you can't attend, give your partner as much notice as possible.

How do I share feedback with my Program Coordinator?

After every logged meeting, you'll be prompted to complete a short post-meeting survey. Your responses are private, visible to your Program Coordinator but not to your loop partner.

To trigger the survey automatically, schedule your meetings through Mentorloop. If you've already met outside the platform, you can manually log the meeting to send the survey to both participants.

How do I recognise my mentor or mentee?

Mentorloop uses two types of badges to recognise contributions and progress:

  • Kudos badges — awarded by you to your mentoring partner to recognise specific behaviours like trust-building, knowledge-sharing, and commitment. You can include a personalised message alongside a badge. Learn about Kudos badges →
  • Achievement badges — awarded by the platform as you progress through your mentoring milestones.

Award a Kudos badge when your partner gives you valuable advice, listens thoughtfully, or helps open a door in your career. These badges make the often invisible impact of mentoring visible, and you can share them on LinkedIn too.

What else should I be doing in my loop?

Celebrate wins. Reflecting on what's gone well is as important as identifying what to work on. Use your loop to acknowledge progress, it keeps the relationship energised and gives you both a record of growth over time.

Check your highlights. The participant highlights feed shows activity across your programme, a useful reminder that you're part of something bigger than just your own loop.

Need help while you're in the platform?

Look for the Loopy icon in the bottom right of the app. Loopy is Mentorloop's participant assistant, there to help you navigate the platform, find resources, and keep your mentoring relationship moving forward.

Was this article helpful?

6 out of 6 found this helpful

Have more questions? Submit a request