Mentor & Coach | Milestones & Progress | Knowledge Base
Milestones & Progress
Tracking mentorship or coaching progress
Dashboard tools to view mentee progress Reviewing milestone completion How to support progress proactively
Updating case notes and (if applicable) interventions
How to document session outcomes or notes What information is visible to mentees/admin Optional vs mandatory note fields
Setting up, viewing and approving milestones
Where to view or create milestone plans How to collaborate with mentees on goal-setting What it means to approve a milestone When to use structured vs flexible goals