🎥 Watch this video guide for a quick walkthrough.
1. Open the Mentoring Section
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Go to Mentoring from the top menu.
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Select the connection you want to set a goal with.
2. Create a Goal
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Under the connection’s profile, click Goal.
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Fill in the details:
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Goal Title – Name your goal
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Due Date – Choose a target date
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Topic – Pick the relevant topic
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Description – Optional additional details
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Click Submit to create the goal.
3. Add Milestones
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Click Set your first milestone to track progress.
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Enter milestone details:
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Title
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Due Date
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Description (optional)
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Click Submit to save.
4. Add Additional Milestones
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Click View Milestones, then Set Milestone to create more milestones as needed.
5. Mark Milestones Complete
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When a milestone is finished, click Complete under that milestone.
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The goal progress bar will update automatically.
6. Complete the Goal
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Once all milestones are done, click Complete at the bottom of the main goal to finish it.
Goal Brainstorming
Goal setting is a personal process, and your goals should reflect what matters most to you. Use the examples below to spark ideas and shape a goal that feels meaningful, motivating, and geared toward your growth.
Skill Development
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- Manage a recurring process (such as a weekly report, client meeting, or internal status update) from preparation through follow‑up, with clear documentation and stakeholder feedback.
- Build proficiency in a core system or tool used by the team (such as CRM, ticketing, analytics, or project management software).
Leadership & Influence
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- Lead a small project or workstream by coordinating tasks, timelines, and communication with colleagues, and summarize outcomes and lessons learned.
- Facilitate at least one meeting or discussion by setting the agenda, guiding the conversation, and capturing action items.
Networking & Visibility
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- Schedule and complete a series of one‑on‑one conversations with colleagues in different roles or departments to learn about their work and identify opportunities to collaborate more effectively.
- Share work or insights with a broader audience at least once, such as presenting in a team meeting, contributing to an internal newsletter, or posting a summary of a project on an internal channel.
Confidence, Mindset, & Wellbeing
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- Document key accomplishments and positive feedback in a simple log and use it to prepare for performance conversations and check‑ins.
- Establish clear work routines and boundaries and review their impact on productivity and stress levels.