Mentor Protégé Program 2013 - files.ctctcdn.comfiles.ctctcdn.com/057ac235101/94403388-5a98-4f9e-95ff … · Web viewThe staff of GWBC® and the Mentor Protégé Program Committee

MENTOR PROTÉGÉ PROGRAM

MANUAL

2015 Edition

TABLE OF CONTENTS

Program Overview …………Page 3

How the Program Works Selection Process Program Participants Expectation The Process Capstone Project

…………Page 4 thru

Page 6

2015 Mentor Protégé Process …….…..Page 7

2015 Mentor Protégé Program Members ….……Page 11

2015 Program Calendar ....…...Page 12

Waiver, Release & Indemnification Agreement ………Pages 13

Protégé Application ………Pages 15

Interview Questions & Process ………Pages 17

Evaluation Form ………Pages 18

2015 | GWBC® Mentor Protégé Program Manual | Page 2Updated January 2015

PROGRAM OVERVIEW The Greater Women’s Business Council Mentor Protégé Program was developed in 2008 to guide certified women-owned businesses to the next level of success.

The program, now on a six-month calendar is uniquely comprised of WBEs and Corporate Members empowering fellow WBEs in the development of their business through expert advice from the Mentor Advisory Board. The Mentor Advisory Board is comprised of seasoned WBEs and Corporate Members who flourish in their own businesses and have the desire to pay-it-forward and share their breadth of knowledge.

The Mentor Advisory Board also engages Subject Matter Experts from various business fields to participate in regularly scheduled, topic specific sessions. Coupled with frequent group exchange, one-on one contact and constant evaluation, the program is purposefully shaped to produce successful graduates.


HOW THE PROGRAM WORKSAs you read through this section, you will gain understanding of the format of this unique program and how you can best optimize the opportunity for your business success.

Selection ProcessThose who wish to participate on the Mentor Advisory Board or as a Protégé will complete an online application. The application provides the reviewer with information that will identify prospective program participants based on:

Revenue Number of years established Business skill sets… and Mentoring/Protégé needs and strengths

The Mentor Protégé Program Advisory Board is comprised of certified WBEs, former program participants, and Corporate Members. The Mentor Advisory Board is responsible for the following:

Review all applications Conduct face-to-face interviews Select program participants

Program ExpectationsIt is imperative that the Mentor Advisory Board and Protégés begin the program with a sound foundation. Here are a few tips that you should consider to optimize your Mentoring and Protégé relationships and experience:

Communicate clearly and often Share your progress and concerns Respect each other’s time by arriving at meeting early and ending on time Visit each other’s facilities at least once during the program. Take the time to truly learn about

each other’s company’s and what makes it special Establish realistic goals. Identify two to three goals that you can focus on during the duration of

the program Bring program materials to all meetings All meetings are confidential and proprietary to meeting attendees


MENTOR PROTÉGÉ ROLES, RESPONSIBILITIES AND EXPECTATIONS

Chairs

Determine the yearly goals and objectives of the program Number of Mentors / Protégés Program structure Topics

Plan and execute educational components and events of the program Oversee the planning and execution of special events, Kick-Off Meeting, Protégé Graduation and

Mentor Trainings Assist in establishing the calendar for the program Solicit and solidify educational opportunities for program Maintain communication with special guest speakers and program partners to ensure strong

foundation of the program

Facilitate monthly meeting Provide updates to participants and discuss progress of the program Collaborate to determine the location of monthly meetings Serve as an advocate and liaison between members of the Mentor Advisory Board

(ig: Corporations, and partner organizations, and WBEs) Help identify appropriate program content

- Relevant topics and themes

Identify and Secure correlating Subject Matter Experts (SME) to speak to the group on key and agreed upon areas of interest

Oversee Application Process Review and revise application to capture information that will solicit the best candidates for the

program Assist in determining marketing strategy for prospective applicants Conduct interviews with prospective applicants and Complete selection process ( ig: Protégés and Mentors)

Capstone Project Review and provide feedback on capstone projects for each participant (see page 10)

Additional Responsibilities Review and revise program manual as program evolves and as deemed necessary Provide insight and tips throughout the mentoring process to enhance experience Work with the Program Administrative team to provide recommendations for future Mentors

and Protégé recruitment initiatives


GWBC Program Managers

Support Chairs in all responsibilities listed above: Execute the program plan Maintain communication and updates with all program participants Distribute communications about the program

Create and maintain communication with the program: Submit website content updates for advertisements, news, etc. Oversee newsletter or email to program participants that contains program updates and tips for

successful mentoring and business relations Provide a copy of the selected agenda for each workshop

Develop and track evaluation surveys that will provide insight to the infrastructure of the program: Bi-monthly evaluation surveys should be distributed electronically to Mentors and Protégés to

assess the relationship and progress made throughout each reporting segment Additional evaluations should be created for various parties of the program to obtain data that

will enhance the development of the program Reports should be maintained to understand the impact of the Mentor Protégé Program At the end of each program year, report of the evaluation surveys will be provided to the

committee to determine program feasibility Develop and maintain communication with past program participants through email, special

events and/or initiatives Administer post program evaluations that will provide pertinent information of the impact of

the Mentor Protégé program Maintain speaker database and files

Advisory Board Member The Mentor Advisory Board is comprised of seasoned WBEs, Corporate Members, and other

SME' that can provide coaching, teaching, advice, etc. Utilize subject matter experts from various business fields on the panel to enhance the program

success Use the EASI Method: Explore, Accept, Solve and Implement During the 6 month program all mentors are expected to attend all meetings or at a minimum

of at least 3 designated meetings, addressing the specific topics in a panel format in an open forum with protégés

Graduated Protégés that have met all the program requirements and have an opportunity to serve as a Mentor to current Protégé class.

Minimum revenue of $500k Must be certified for at least one (1) year

Protégé Required to attend all programs and meetings for the 6 month program Must be a GWBC Certified WBE (Owner Only)


MENTORING PROCESSEASI—EXPLORE, ACCEPT, SOLVE and IMPLEMENT

With a focused yet flexible framework, the Mentor Advisory Board Members are able to follow the EASI process. EASI is a four step process that enables the Mentor Protégé Advisory Board to track the protégé’s process during the mentoring cycle. EASI is for our protégé’s to prepare for the next level of their business as they Explore, Accept, Solve and Implement their strategies for success!

As the Mentor Protégé Advisory Board Members guide the protégés through the EASI process, it is the goal of the program to enable participants to develop an internal resource for future business partnerships and reposition companies to optimize opportunities for growth.

GWBC® commitment to developing women business enterprises is the cornerstone of its existence. The staff of GWBC® and the Mentor Protégé Program Committee wishes participants business success that will go beyond the scope of the program. Feel free to contact the office if you should have any questions or concerns .

It is suggested that the Mentor Advisory Board use various techniques to assist Protégés. Examples: Attend workshops, refer business contacts or supplemental development programs.


Explore

Protégé presents their business strengths and weaknesses to identify core development goals throughout the program. Target goals are established.

Accept

Mentor Advisory Board guides Protégés through the acceptance of their strengths and understanding of their weaknesses to position thier company and business for maximum growth.

Solve Methods are developed and implemented to enable Protégé to effectively address each target goal.

ImplementDevelop and activate action plan to continue progress throughout the program.

MERPSMERPS are key influences that impact our daily business and personal lives. Identifying your MERPS at the beginning of each meeting using a one-word adjective, you tap into what you are feeling at that exact moment, and provides your fellow program participants a glimpse inside your world. Reviewing each Protégés MERPS at the beginning of each gathering sets the tone and direction of the meeting for optimum peer-to-peer interaction. Today I am…

M- Mentally ….E- Emotionally ….R- Relationally ….P- Physically….S- Spiritually….

Protégé Experience Questionnaire (Use for open exchange at every meeting)

What was the best thing that happened from a business perspective in the past month?What was the worst thing that happened from a business perspective in the past month?How are you planning to deal with it (or how are you dealing with it)?What are you most looking forward to in business over the next 30 days?From a family perspective, what is the best thing that happened in the last month?

From a family perspective, what are you least happy about in the past month?

From a personal (self) perspective, what is the best thing that happened in the last month, or what are you happiest about?From a personal (self) perspective, what are you least happy about in the past month?What is the coolest thing you learned in the past month? (business or personal)What is your biggest opportunity right now? (business or personal)What is your biggest threat right now? (business or personal)What is the most important thing you would like to learn, achieve or focus on in the next 30 days?


Goals—Protégé Progress Update

Objectives Target Date Progress this Month

1.

2.

3.

4.

5.

6.

Use this form to list your objectives for the Mentor Protégé Program and track your monthly progress.

Please list below any current concerns or issues you are facing. The objective of these forms is to provide you with a tool to help identify and evaluate these key concerns. These topics will be discussed at each meeting which will allow program participants to assist you in developing strategies to meet these goals and overcome obstacles.

Concerns / Issues Date Strategy

1.

2.

3.

Capstone Project


At the culmination of the program, Protégés are required to present their progress at the Mentor Protégé Graduation Program. The Capstone Project will require Protégés to create a PowerPoint with 3-5 slides that outline learning results.

The slides should be designed as noted below:

Business Description

Company overview Identify company strengths and weaknesses

Process and Goals

Identify your target goals established with Mentor Advisory Board Explain process, trials or learning experiences Share your accomplishments. Give examples (ig. productivity, new clients, 50% revenue

increase)

Future Think

Describe how you plan to implement the information gained from the program, into your company strategy. Give examples

Explain your future goals, desires, and next steps

When developing your presentation slides, keep it clear and concise. Feel free to utilize photos or brief videos imported into your slide to communicate your progress. While you are sharing your company’s progress, this is a great way to showcase the great things your company is doing to move to success!

Project Deadlines/Submittal Process

Completed capstone projects must be submitted electronically to GWBC® Program Managers, please note that your submission is subject to slight modification by GWBC®. Modifications will be made to the extent of spell check, aesthetic revisions, and ensuring that the presentation is a maximum of 5 slides. If additional information is needed, you will be contacted.


2015 Mentor Protégé Chairs & StaffGWBC® Team

Participant Type First/Last Company City, State Title Email Address Phone Cell

GWBC Staff Tonya Harris GWBC Charlotte,

NC

Program Development Manager

[email protected] 704-280-8383

704502-4143

GWBC Staff MignonPhilpotts GWBC Atlanta,

GAProgram Manager [email protected] 404

846-3314404713-8685

Mentor Protégé Chairs

Participant Type First/Last Company City, State Title Email Address Phone Cell

Co-Chair Carolinas

JulieLogan Wells Fargo

Charlotte, NC

VP, Business Manager [email protected]

704374-7124

704918-3208

Co-Chair Carolinas

JenniferMaier WDS Inc.

Charlotte, NC CEO [email protected]

om803619-0301

803627-9674

Co-Chair Georgia

CarolWhite Hamco Atlanta Atlanta,

GA President [email protected] 770451-8684

678699-2889

Co-Chair Georgia

SusieGalyardt XIOSS Atlanta,

GAFounder & CEO [email protected]

404932-3432

404932-3432

Mentor Protégé Advisory Board

Participant Type First/Last Company City, State Title Email Address Phone CellAdvisory Board-GA

MarleneKelly Exhibits South Lawrence

ville, GA President [email protected]

678225-5202

Advisory Board-Carolinas

Summer Nichols Piedmont

Natural [email protected]

704731-4116

Advisory Board-GA

Shani Godwin

Communiqué USA, Inc.

Atlanta, GA

President and Chief Executive Officer

[email protected]

404334-3584

Protégé's (Carolinas & Georgia)

Participant Type First/Last Company City, State Title Email Address Phone CellProtégéProtégéProtégéProtégéProtégéProtégé



2015 Mentors & Protégés Program Calendar

Unless otherwise noted:

Meetings in Georgia, will be hosted at GWBC Meetings in the Carolinas, will be hosted at Wells Fargo Headquarters Each meeting will take place from 9:00 AM – 11:00 AM. (unless otherwise specified)

The Mentor Protégé Advisory Board is scheduled to meet for 30 minutes prior or after each meeting. If the date, time or location changes, participants will be contacted by GWBC® staff via email. Please mark your calendars accordingly.

The Program Calendar is Currently Underdevelopment for 2015

Waiver, Release & Indemnification Agreement THE WAIVER, RELEASE AND INDEMNIFICATION AGREEMENT (“Agreement”)

This ______day of , 20 a Georgia proprietorship/corporation with principal offices located at .

WHEREAS, Mentor Advisory Board members and Protégé are participants in the Greater Women’s Business Council 2015 Mentor Protégé Program (the Program);

WHEREAS, Mentor Advisory Board desires to provide to Protégés a variety of recommendations and advice related to various facets of Protégé’s business (Collectively, “The Advice”), without any cost to Protégé;

WHEREAS, Protégé desires to obtain the Advice from Mentors and understands that Mentors would not be willing to provide the Advice without the execution of this Agreement by Protégé;

WHEREAS, Protégé acknowledges that the Program and the Advice from Mentors is intended only to provide an informal resource to Protégé, and that Protégé is solely responsible for its business decisions;

WHEREAS, Protégé and Mentors acknowledge that Mentor’s participation in the Program and its obligation to render the Advice may be terminated at will by either party;

NOW THEREFORE, in consideration of the mutual promises and the release made herein, Protégé and Mentors agree as follows:

Section 1. Release. Protégé, for and on behalf of itself, as well as all corporations, partnerships, person (whether natural or artificial, forms or entities affiliated with or related to, directly or indirectly, Protégé (collectively, “The Protégé Affiliates”) hereby releases acquits, waives, and forever discharges, and covenants not to sue, Mentors, or any corporation, partnership, person (whether natural or artificial), firm or entity affiliated with or related to, directly or indirectly, Mentor (collectively, “the Mentor Affiliates”), from any and all liability of any character, type or description whatsoever resulting from the Advice, Mentor’s agreement to provide the Advice or by reason of any action or alleged action, taken or omitted, by Mentor in connection with the provision of the advice.

Section 2. Indemnification. Protégé, for and on behalf of itself and the Protégé Affiliates, hereby indemnifies and holds harmless Mentor and Mentor Affiliates from and against any and all charges, claims, losses, liabilities, expenses, damages, judgments, fines, penalties, attorney’s fees and costs actually and reasonably incurred by the Mentor in connection with any proceeding of whatever nature and description, whether accrued or contingent, real or threatened, arising by virtue of Mentor’s agreement to provide and Advise or by reason of any action or alleged action taken or omitted, by Mentor in connection with the provision of the advice.

Section 3. Representations, Warranties and Covenants. Protégé, for and on behalf of itself and the Protégé Affiliates, represents, warrants and covenants to Mentor that: (1) it has not previously and will not in any manner whatsoever in the future assign, transfer, pledge, hypothecate or otherwise convey or encumber any rights or claims released pursuant to Section 1 of this Agreement; (ii) the terms and effects of this Agreement and legal effect thereof have been fully explained to it by its own legal consul; (iii) it believes that this Agreement is beneficial to itself; and (iv) it is duly authorized and competent to execute this Agreement.

Section 4. Confidentiality. Mentor and Protégé agree mutually to maintain confidentiality of information learned about the other’s firm.

Section 5. Acknowledgement; Severability. In the event that any term, condition, covenant, or other part of this Agreement is determined by a court of competent jurisdiction to be unenforceable or void, then that provision, and only, that provision, shall be severed from this Agreement. All other provisions shall remain in full force and effect.

Section 6. Assignment. This Agreement cannot be assigned, directly or indirectly, without the prior written consent of Protégé and Mentor.

Section 7. Mediation. In the event of a dispute arising out of this Agreement, Mentor and Protégé agree that prior to imitating litigation; each party shall make a good faith effort to resolve the dispute through mediation in accordance with the Law of the State of Georgia or the States of North or South Carolina.


Section 8. Attorney’s Fees. In the event of any litigation between Mentor and Protégé to enforce or interpret any provisions of this Agreement, the non-prevailing party shall bear all cost and expenses of such litigation, including, without limitation, all reasonable attorney fees and court costs. Such costs and expenses shall be in addition to any other proper relief.

Section 9. Governing Law. This Agreement shall be governed by and construed in accordance with the domestic laws (and not the

choice of law provisions) of the State of Georgia or the States of North or South Carolina.

Section 10. Entire Agreement. This Agreement constitutes the entire agreement between Protégé and Mentor.

IN WITNESS THEREOF, the undersigned parties hereto set their hands indicating acceptance of this Agreement on the date set forth above.

Company

Printed Name

Title

Signature

NOTE: This form must be executed by All Mentors and Protégés.


Documents

Mentor Protégé Program 2013 - files.ctctcdn.comfiles.ctctcdn.com/057ac235101/94403388-5a98-4f9e-95ff … · Web viewThe staff of GWBC® and the Mentor Protégé Program Committee