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Accepting and Managing Assigned Startups

As a mentor on Gohorto, managing your assigned startups is a core responsibility. This guide covers how to accept startup assignments, manage your startup portfolio, and effectively support your assigned startups.

Receiving Startup Assignments

Assignment Process

How Startups Are Assigned: - Program administrators assign startups to mentors - Assignments may be based on expertise match - You may receive assignment notifications

Assignment Notification: - Email notification of new assignment - In-app notification - Dashboard alert

Accepting Assignments

  1. Review Assignment
  2. Check notification or assignment list
  3. Review startup profile and information
  4. Understand assignment context

  5. Accept Assignment

  6. Click "Accept" or "Acknowledge" button
  7. Confirm acceptance
  8. Assignment is now active

  9. Initial Review

  10. Review startup profile thoroughly
  11. Check current status and progress
  12. Review submitted materials
  13. Understand startup's needs

Viewing Your Startup Portfolio

Startup List View

Access Your Startups: 1. Click "My Startups" in main menu 2. Or access from dashboard assigned startups panel

Startup Information Displayed: - Startup name and logo - Current program status - Progress percentage - Last session date - Next scheduled session - Action required indicators

Startup Details

Click on a startup to view detailed information:

Profile Information: - Company description and mission - Industry and sector - Stage and funding status - Team information - Key metrics and KPIs

Program Information: - Current program participation - Program phase or stage - Milestones and deliverables - Program timeline

Progress Information: - Overall progress percentage - Milestone completion status - Task completion rate - Recent achievements

Materials: - Business plan and pitch deck - Financial statements - Progress reports - Other submitted documents

Managing Startup Relationships

Initial Engagement

First Steps: 1. Review Profile: Thoroughly review startup profile and materials 2. Schedule Introduction: Book initial session to introduce yourself 3. Understand Needs: Identify startup's key challenges and needs 4. Set Expectations: Discuss mentorship approach and expectations 5. Establish Communication: Set up regular communication cadence

Ongoing Management

Regular Check-Ins: - Schedule regular sessions (weekly, bi-weekly, monthly) - Monitor progress between sessions - Respond to messages promptly - Provide ongoing guidance

Progress Monitoring: - Track milestone completion - Monitor task progress - Review key metrics - Identify areas needing attention

Providing Support

Types of Support

Strategic Guidance: - Business strategy development - Market positioning advice - Growth planning - Pivot recommendations

Operational Support: - Process improvement - Resource allocation - Team building guidance - Operational efficiency

Network Access: - Introductions to contacts - Investor connections - Partnership opportunities - Industry connections

Skill Development: - Leadership coaching - Technical guidance - Business skills development - Industry knowledge sharing

Support Methods

Scheduled Sessions: - Regular one-on-one meetings - Focused discussions on specific topics - In-depth guidance and feedback

Asynchronous Communication: - Messages and emails - Document reviews - Quick questions and answers

Task Assignment: - Assign actionable tasks - Set deadlines and priorities - Track task completion

Feedback and Recommendations: - Written feedback on documents - Progress assessments - Actionable recommendations

Task Management

Viewing Tasks

Your Tasks: - Tasks assigned to you by administrators - Review tasks, assessment tasks - Reporting tasks

Startup Tasks: - Tasks assigned to startups - Monitor task completion - Provide guidance on tasks

Creating Tasks for Startups

  1. Access Task Creation
  2. Go to startup's project/task section
  3. Click "Create Task" or "Assign Task"

  4. Define Task

  5. Enter task name and description
  6. Set due date and priority
  7. Link to project or milestone
  8. Add requirements or deliverables

  9. Assign Task

  10. Assign to startup or team member
  11. Set notifications
  12. Save task

  13. Monitor Task

  14. Track task progress
  15. Provide guidance as needed
  16. Review completion

Communication with Startups

Messaging

Direct Messages: - Quick questions and clarifications - Follow-up on session discussions - Sharing resources and information - Providing encouragement

Message Best Practices: - Be clear and concise - Respond promptly - Be supportive and encouraging - Provide actionable guidance

Session Communication

Before Sessions: - Share agenda in advance - Request materials to review - Set expectations for session

During Sessions: - Focus on startup's needs - Ask probing questions - Provide honest feedback - Document action items

After Sessions: - Send follow-up message - Share session summary - Provide additional resources - Set expectations for next steps

Monitoring Progress

Progress Tracking

Key Metrics to Monitor: - Milestone completion - Task completion rate - KPI improvements - Growth metrics

Progress Reviews: - Regular progress assessments - Identify growth areas - Spot potential issues - Celebrate achievements

Progress Reports

Generating Reports: 1. Access reporting tools 2. Select startup and date range 3. Choose report type 4. Generate and review report 5. Share with startup and administrators

Report Contents: - Progress summary - Milestone status - Key achievements - Areas for improvement - Recommendations

Best Practices

  1. Be Proactive: Don't wait for startups to reach out
  2. Be Prepared: Review materials before sessions
  3. Be Honest: Provide honest, constructive feedback
  4. Be Supportive: Offer encouragement alongside guidance
  5. Be Actionable: Provide specific, actionable recommendations
  6. Be Consistent: Maintain regular communication
  7. Be Patient: Understand that growth takes time
  8. Be Collaborative: Work with other mentors and program staff

Troubleshooting

Common Issues

Issue: "Cannot see assigned startup" - Solution: Verify assignment acceptance. Check filters. Contact program admin.

Issue: "Startup not responding" - Solution: Try different communication methods. Schedule a session. Contact program admin if needed.

Issue: "Cannot assign tasks" - Solution: Verify task assignment permissions. Check if startup is in active program.

Issue: "Progress not updating" - Solution: Verify startup is updating their progress. Check if there are sync issues.

Next Steps