Introduction
Administrators can now seamlessly guide users through their entire mentoring journey, from the initial connection to ongoing engagement. With support from their CXM, administrators can assign Meeting Guide Sets—predefined meeting agendas—to mentoring pairs. These structured agendas help users start conversations and navigate discussions more effectively.
Mentees and mentors can also personalize their experience by adding discussion topics and managing their goals and tasks in real time throughout the meeting.
Applicable for: 1:1 connections
Not applicable for: Flash meetings, Group connections, Circles and Connection Communities
Key Benefits
Provides a Clear Structure: Organizes and simplifies the mentoring process with preset agendas, ensuring consistency and focus in every meeting.
Reduces Meeting Prep Time: Predefined Meeting Guide Sets make it easy for users to start with a well-organized agenda, allowing for more productive discussions.
Enhances Collaboration & Engagement: Encourages active participation by offering preset agendas while allowing users to add custom discussion topics, leading to more meaningful conversations.
Improves Goal & Task Tracking: Enables real-time goal and task management during meetings, ensuring accountability and measurable progress.
Feature Highlights
Administrators, with the assistance of Chronus Support, can now apply Meeting Guide Sets to connection plan templates. These sets include predefined meeting guides with preset agendas, helping users start their connections with structured, meaningful conversations.
Important Notes:
Meeting Guide Sets can only be applied to new connection plans with no past or ongoing connections. They cannot be added to existing connection plans with active connections.
This feature must be enabled by Chronus Support or your Customer Success Manager (CXM). To activate it, please contact Chronus Support or your CXM.
Meetings within these guide sets are only supported through Chronus Virtual Meet (Video Call) mode to ensure the best user experience.
Users can schedule Guided Meetings as part of their mentorship experience.
When a connection is created, users are prompted to schedule these meetings. They can preview the meeting agendas and decide whether to schedule them immediately or skip them.
If users haven't scheduled a meeting, their first meeting reminder email will prompt them to set up a guided meeting.
When a meeting is created or updated, users will have the option to view the agenda through a link in the email, as shown below:
The meeting reminder email, sent two hours before the meeting, will include a preview of the meeting agenda, as shown below:
Managing Meeting Agendas
The meeting agenda consists of the following sections:
Tips – Guidance for first-time meeting users
Tasks from Previous Meetings – Action items carried forward
Meeting Agenda – Discussion topics for the current meeting
Recap & Next Steps – Summary and follow-up actions
Tips for Users
Users will see contextual tips before, during and after meetings. These tips will:
Expand for the first meeting
Collapse for the next three meetings
Disappear afterward
The tips provide guidance on:
Understanding the collaborative nature of meeting agendas
The importance of taking notes
Key essentials for productive meetings
Tasks from Previous Meetings
Previous meeting tasks will now automatically carry over to the current meeting agenda. Users can view, edit, mark tasks as complete or incomplete, and track their progress. If no tasks are available, a message will appear: “No tasks added. Click here to view all tasks.”
Meeting Agenda:
The meeting agenda includes structured discussion topics, which users can preview before, during and after meetings. Users can add, edit and delete agenda items and sections as needed, except for admin-added items, which cannot be modified or removed. Some agenda items may also include Purpose Profiles and Tips for additional guidance if available in the meeting guides.
Users can take private notes before, during and after meetings. Notes are automatically saved when clicking outside the notes area and are only visible to meeting partners, not admins. While most meeting updates happen in real time, notes are updated only upon page refresh, allowing users time to finalize changes before they appear in their partner’s agenda.
Goals & Tasks
Users can add goals and tasks as part of their meeting experience. This option is always visible inside the video call interface. On the meeting information page, it becomes available two hours before the meeting start time.
Recap and Next Steps:
The Recap & Next Steps section is now available during and after the meeting, displaying:
All tasks created during the session.
Goals added during the meeting will be saved to the connection plan but will not appear in this section. To view them, users can visit the connection page.
A prompt to schedule the next meeting if one is not already planned.
Users can access this section at any time during a video call. On the meeting information page, it becomes visible two hours before the meeting start time.
The same functionality applies during the video call meeting. Here’s an example of a typical meeting experience:
After a guided meeting ends, users who haven't yet rated their experience will receive an email prompting them to do so. They will also have access to a summary of the goals and tasks added during the meeting.
Conclusion
This feature streamlines mentoring by offering structured agendas and real-time collaboration tools. It promotes productive meetings, effective goal tracking and seamless administrator support, fostering stronger and more successful mentoring relationships.