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INTERNATIONAL MENTORING ASSOCIATION CONSULTANT / TRAINER CERTIFICATION
FOR INDIVIDUALS AND COMPANIES
REQUEST FOR APPLICATIONS
8/1/2018
For more information about IMA consultant certification, please contactwww.mentoringassociation.org
[email protected]@yahoo.com
IMA MENTORING PROGRAM CONSULTANT / TRAINER CERTIFICATION
Purpose and OverviewThe International Mentoring Association (IMA) recognizes the need to identify mentoring consultants and trainers, both individuals and businesses, to be able to provide quality services to organizations and mentoring programs. Program leaders can be assured that IMA-certified consultants and trainers (hereafter named consultants) meet basic criteria:
1. Knowledge of mentoring processes and theory, organizational leadership, and IMAstandards for mentoring programs;
2. Ability to implement a clear, rational, and comprehensive process to help mentoring programs meet IMA standards for mentoring programs;
3. History of positive support and services to mentoring programs, their leaders, and their host organizations, if any;
4. Legal business authority and established fiscal processes; and5. Clear business practices.
Experience-based CertificationIMA Consultant Certification is not the end reward for a training program in which a person receives training and is, therefore, considered capable. Rather, IMA certification recognizes, rewards, and promotes successful consulting experiences. Thus, IMA certification is not training-based but performance-based. The certification process focuses on what a consultant knows and has accomplished. It also considers the business side of consulting and the professional practices that create the conditions for consulting.
Scope of the Certification ProcessThe IMA cannot ensure that a particular consultant is the best person or company to assist a particular program, given that each program is different and that each consultant has particular strengths and weaknesses. Furthermore, certification does not imply IMA endorsement of a consultant or the recommendation for hire. Rather, by using a rigorous application process, the IMA identifies those consultants who demonstrate sufficient credentials, knowledge, and experience to provide quality and professional services to a broad range of programs.
Although the certification process focuses on acceptable characteristics and abilities for mentoring consultants, the certification requirements are intentionally broad to allow for individualization and program variations. In short, they describe what the IMA believes all certified consultants should know and be able to do.
In this regard, IMA consultant certification establishes a base, or foundational, level of quality for all consultants and does not differentiate among certified consultants. Indeed, many consultants will exceed certification requirements, and the IMA encourages program leaders to further review consultant candidates to determine their fit for a particular consulting engagement.
As program and organization leaders seek the services of mentoring program consultants, they may rely on IMA certification as the first step in the process to identifying consultants to meet their unique needs.
IMA MENTORING CONSULTANT / TRAINER CERTIFICATIONTable of Contents
What You Need to Know Before Applying.....................................................................................1The Value of Certification ...............................................................................................................1Public Recognition...........................................................................................................................1Certification Requirements ..............................................................................................................1Application Components .................................................................................................................2
A. Mentoring Consulting Competencies....................................................................................21. Knowledge of Mentoring Program Design: Case Study and Analysis............................22. Knowledge and Experience in Consulting Facilitation, Skills, and Processes ................3
B. Consulting Business Competencies and Requirements ........................................................31. Evidence of Business Practices........................................................................................32. Fiscal Management ..........................................................................................................4
3. Applicant’s Qualifications .....................................................................................................4C. Client Testimonials ...............................................................................................................4D. Optional Application Components........................................................................................4
1. Other Certifications..........................................................................................................42. Consulting and Training Licenses ...................................................................................43. Conference Presentations.................................................................................................54. Mentoring Publications ................................................................................................... 5 5. Business Plan ...................................................................................................................5
E. Application Modifications for Business and Organization Applicants .................................5Certification Interview .....................................................................................................................7Submission Guidelines and Fees .....................................................................................................7File Components and Structure........................................................................................................7 Certification Costs ...........................................................................................................................8Individual Certification ...................................................................................................................8Business Certification ......................................................................................................................8Certification Renewal ..................................................................................................................... 9Renewal Process ..............................................................................................................................9Terms and Fee.................................................................................................................................. 9Probation and Loss of Certification Status ..................................................................................... 9Probation ........................................................................................................................................10Certification Removal ....................................................................................................................10Protest of Change of Status............................................................................................................10Appendix A: Application Cover Sheet ..........................................................................................11Appendix B: Case Study Matrix ...................................................................................................12Appendix C: Scoring Guide...........................................................................................................15
IMA Consultant Certification RFA Page 1
WHAT YOU NEED TO KNOW BEFORE APPLYING
THE VALUE OF CERTIFICATION
The IMA is seeking mentoring consultants and trainers who have demonstrated commitment to the mentoring field, noteworthy services to mentoring programs and program leaders, and knowledge of mentoring practices and research. Because the IMA’s mentoring consultant certification is a rigorous and comprehensive examination by experts in mentoring and consulting, certification lends a competitive advantage to consultants who achieve it.
Consultant certification is linked to the IMA’s mentoring program accreditation. The IMA has challenging standards for program quality, and the certification process addresses not only knowledge of program standards, but also success helping programs meet IMA standards. As programs leaders consider applying for accreditation, they may seek consultants who have demonstrated the knowledge and capacity to help their programs meet IMA standards.
Certification is valid for three years. See “Submission Guidelines and Fees” for certification cost and application information.
PUBLIC RECOGNITION
The IMA will publish the names, contact information, specialty areas, certification periods, application cover pages, and résumés for all certified consultants and will link to the consultant’s online site from the IMA site. Program leadership may browse the applications to help identify consultants who are the best fit for their organizational and leadership needs. Applicants are advised to identify any proprietary application information in the cover page not appropriate for public distribution.
Certified consultants may use the IMA certification logo on promotional media and communications. Although any accompanying message may not infer or state that the IMA endorses or recommends the services of the consultant, the consultant may note that the IMA confirms that the consultant meets the IMA’s rigorous certification requirements.
CERTIFICATION REQUIREMENTS
Subsequent pages contain the specific details of applications for certification, as well as the interview process. The specific point values required and available for certification are as follows.
Points possible from the application review: 90 Optional points for exemplary commitment to the mentoring field: 10 Points possible from the interview process: 10 Points needed to achieve certification: At least 91 of 100 points.
Based on these point values, an application and interview with perfect scores will receive the full100 of 100 points. The additional 10 points allow candidates with exemplary commitment and service to use alternative forms of experience and credentials to supplement points in required sections of the application. An applicant does not need to address any of the optional items to receive certification. No candidate for certification will receive certification without participating in an interview, regardless of points received for the application.
See Appendix C for the application scoring guide.
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APPLICATION COMPONENTS
A complete application will contain the items and information described below. The major sections of the application are:
A. Mentoring Consulting CompetenciesB. Consulting Business Competencies and RequirementsC. Client TestimonialD. Optional Application Components
The final stage of the application process is an interview with an IMA board member or associate board member.
Individual applicants will respond to all items below in subsections A through C below, plus optional items in subsection D below. Business and organization applicants will respond to the same items except as modified in subsection E. A business or organization is defined as two or more owners, businesses with employees other than the owner.
A. MENTORING CONSULTING COMPETENCIES
1. Knowledge of Mentoring Program Design: Case Study and Analysis
The purpose of this section is to demonstrate your knowledge and practical application of IMA standards for mentoring programs. The standards are available on the IMA website at http:// m entoringassociation.org/wp-content/up l oads/2013/05/IMA-Progra m -Standards.pdf
You will submit a case study of a program that you developed as a consultant or program leader. Program names and personnel names will remain confidential. Note: The content quality is more important than the length of your response.
a. Program Introduction. Provide a brief introduction of the select program:
1. Name of the program and/or parent organization,2. Background information: history of the program and overall goals and purpose of the program prior to your involvement.
b. Program Alignment to IMA Standards for Mentoring Programs. You will describe the status of the program at the onset of your service. If you were involved in a new start-up program, i.e., no program existed prior to your involvement, prior status will be "None." In the matrix, you will describe what steps you took to remedy any areas that did not meet requirements and the outcome of your actions. Also, describe the theory of change process you use when implementing a new or improved program.
Complete the alignment matrix, located in Appendix B, to describe how the program did meet or did not meet IMA program accreditation requirements for
1. personnel and program structure,2. induction and establishment of mentoring relationships,3. program support and monitoring,4. mentoring process, and5. program evaluation.
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c. Informed Decision-making. Describe the mentoring research, "best practices," and organizational theories, such as mentoring, leadership, change, that informed your analysis of the program and your subsequent actions. In other words, why did you do what you did?
d. Outcomes of Your Involvement. Provide evidence that your involvement resulted in the program meeting protégés' needs and program goals. Provide both quantitative and qualitative evidence.
2. Knowledge and Experience in Consulting Facilitation, Skills, and Processes
The purpose of this section is to determine your ability to direct or guide program improvements, collaborate with stakeholders, facilitate discussions, and promote program growth. This section addresses two components of the consulting process: collaborative skills and facilitation processes.
a. Collaboration and Interpersonal Skills. Describe your strategies and provide concrete examples for the following skill sets:
1. Collaborating with clients and stakeholders2. Creating agreement and willingness for change among program leadership and
program participants3. Addressing and mediating conflict and barriers to communication4. Providing guidance and advice
b. Scope and Sequence for Program Development and Improvement. Provide your strategies, and provide concrete examples, for the following stages of the program development and improvement. Explain why you use particular strategies, and describe a real case in which you used those strategies successfully.
1. Initiating consulting service2. Setting goals and establishing objectives3. Developing action plans4. Assessing implementation (How did you measure the outcomes of your service?)5. Evaluating program based on objectives (How do you know whether your service
helped the program?)6. Guiding continuous improvement7. Reporting to stakeholders
B. CONSULTING BUSINESS COMPETENCIES AND REQUIREMENTS
Consulting is a business: you enter contracts, provide goods and services, engage in marketing and promotions, and manage finances. The IMA believes that quality consultants will have established and credible business practices. Indeed, an established business that follows basic business practices has more credibility and generates more client confidence than a consultantwho has not yet addressed the business aspects of consulting. Thus, the second section of the application examines the formality of your business.
1. Evidence of Business Practices
Submit the following information and evidence about your business.
a. Evidence of your legal status as a business. Sample evidence may include business authorization letter, taxation certification, approved articles of incorporation, tax filing statement.
b. Evidence of at least 3 years of documented professional practice in mentoring leadership. Sample evidence may include letters of appreciation, copies of signed contracts, billing statements. Professional practice may include both consulting services and leadership
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of mentoring programs.
c. Promotional Materials and Online Presence. Provide samples of your promotional materials and the URL, if applicable, for your company online site. Promotional items must be consistent with the applicant’s credentials, competencies, and experiences.
2. Fiscal Management
The point of this section is not to promote specific fiscal management strategies but to confirm that you have clear, consistent strategies in place.
a. Formalized Fiscal Processes. Describe your processes for each of the following.
1. Generating proposals2. Providing quotes for services3. Providing invoices for services4. Tracking payments due and payments received5. Fiscal record keeping
3. Applicant’s Qualifications
This subsection describes your credentials.
a. Résumé. Submit your résumé. Your résumé will be published.
b. IMA Membership. You must have a currently active IMA membership. We will check this qualification, so you do not need to submit anything to meet this criterion.
C. CLIENT TESTIMONIALS
Submit 3 or more letters of accommodation or reference from clients and/or program stakeholders. Letters should describe, at a minimum:
The nature of your service Outcomes of your service Feedback on your services.
Letters must include, or be accompanied by, current contact information. Reviewers may contact the person who wrote the letter for confirmation.
D. OPTIONAL APPLICATION COMPONENTS
These items provide applicants to demonstrate, and receive points for, exemplary commitment to the mentoring field. An applicant may achieve full points without addressing these items.
1. Other Certifications
Applicants may submit evidence of consulting or training certification from established organizations specializing in mentoring consulting, professional growth, and training. Example organizations include the International Coach Federation, National Association of Elementary School Principals, INSALA, and European Mentoring and Coaching Council.
2. Consulting and Training Licenses
Applicants may submit evidence of consulting or training licenses from established, reputable organizations and institutions that specialize in mentoring consulting, professional growth, and training.
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3. Conference Presentations
Applicants may submit a list of at least three public presentations related to mentoring, mentoring program development, and similar mentoring topics. Applicants must submit evidence of the presentation, such as a conference program or agenda that states the applicant’s name and presentation title.
4. Mentoring Publications
Applicants may submit evidence of peer-reviewed publications, including books, articles, and research studies. Evidence should include at a minimum the publication name, the publisher name, and sufficient information to verify the publication. Potential evidence includes self- and traditionally published books, articles in peer-reviewed journals, and approved dissertations. Applicants may submit copies of the publications. Submitted materials will not be returned.
5. Business Plan
The business plan should include at least
1. Company description2. Mission statement3. Organization and management structure4. Marketing plan - including market segments, market competition analysis, buyer
characteristics, promotions plan, client communications and market feedback5. Service and/or product line
Do not submit the standard financial statements, such as balance sheet, income statement, cash flow statement or any financial projections.
Finally, do not create a business plan specifically for this application. Doing so would be a waste of your time and would create a false impression of your business. Instead, submit your company's actual business plan. On the other hand, if your company does not yet have a business plan, you may wish to create one—thoughtfully and meaningfully—as a good practice for any type of business, including consulting businesses.
E. APPLICATION MODIFICATIONS FOR BUSINESS AND ORGANIZATION APPLICANTS
Business and organization applicants will respond to all items in subsections A through C above, plus optional items in subsection D except as modified here.
The word you, as used in sections A through D above should be interpreted as referring to the business or organization. The word principals in this section refers to the business owners, members of the leadership team, and any members with supervisory responsibilities. The principals may or may not be the covered individuals.
1. Responding to A.1.a
Either (1) provide a case study of a client that the business has assisted since inception in which the contract for assistance was with the business, not with individuals within the business, or (2) provide a case study for each principal.
2. Responding to B.1.b
Submit evidence that either (1) the business has provided services for a minimum of 3 years or (2) the principals have provided services and program leadership for a minimum number of years equaling 3 times the number of principals. For example, a business of 4 principals should demonstrate a minimum of 12 years of combined service.
IMA Consultant Certification RFA Page 6
3. Responding to B.3.a and b
Submit a résumé for each principal and each person to be covered by the certification. Each principal and each covered individual must be an IMA member.
4. Responding to C
Submit either (1) 3 testimonial letters for the business or (2) the number of testimonials for the business and principals combined equaling 2 times the number of principals. For example, a business of 2 principals must submit at least 4 testimonials, some or all of which can be for the individual principals.
5. Responding to D
Provide the evidence for at least one of the principals.
6. Authorization to conduct business
Submit a copy of the legal authorization to conduct business in the locality, such as a copy of a business license. This may be different than taxation identification information. Submit this with your response to B.1.a-c
7. Organization chart
Submit an organization chart that includes all principals by position and name.
8. Certification Coverage
Submit the names, titles, and functions of the individuals who provide services on behalf of the business. The certification will apply to these individuals only while they are providing services on behalf of the business during the period covered by certification. Additional individuals may be added during the certification renewal process or by special authorization and processes during the term of the business certification, which may result in an additional, one-time, fee.
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CERTIFICATION INTERVIEW
All applicants must undergo a certification interview to achieve certification, regardless of the points received in the application review. For business applicants, the business principals may select 1 business owner to participate in the interview. The applicant will receive a maximum of10 points from the certification interview.
The interview will focus on knowledge of
Program design Mentoring research The mentoring process
The interviewer will contact the applicant to schedule the interview at a mutually acceptable time.
SUBMISSION GUIDELINES AND FEES
To submit an application for IMA consultant certification, submit the items below by email to [email protected].
You will submit the files listed below. Follow the file naming conventions provided. Use either the last name of the consultant applicant or the name of the business applicant.
We strongly recommend that you submit PDF files through Dropbox that are clearly identified. For example “Jones Certification Application 2/4/2015.” It is the applicant’s responsibility to ensure that all documents are received.
Tips for completing the application: Write in the third person Ensure that the document is grammatically correct and free of typographical errors Clearly and thoroughly answer the questions Utilize American Psychological Association (APA) style for citations
o Include a reference section for any documents that are referenced within the application
FILE COMPONENTS AND STRUCTURE
1. File 1: Application Cover SheetUse the provided form available for download on the IMA website. http://mentoringassociation.org/wp-content/uploads/2013/12/lastname.1.cover_.pdfFile name: lastname.1.cover.pdf
2. Response to Section ACreate a single file with your responses to all items in Section A. File name: lastname.2.consulting.pdf
3. Case Study MatrixCreate a single file with only the matrix. The matrix is available for download on the IMA web site.File name: lastname.3.matrix.pdf
4. Response to Sections B.1.a–b, B2, and B3Create a single file with your responses to all items in Section B.
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5. Response to Section CSubmit copies of letters.File name: lastname.5.testimonials.pdf
6. Optional response to Section DPhysical materials should be in a single file or in Dropbox tool.
Licenses and certificates Presentations: Provide date, conference association, program and agenda or
provide a URL. Publications: Provide relevant information including dates, title, journal and/or URLs.
File name: lastname.6.optional.pdf
7. Response to Section E.6–7 for consulting businesses onlySubmit a file of the business authorization, the business organizational chart, and the list and titles of the people to be covered by certification.File name: lastname.7.company.pdf
8. Appendices must be clearly identified throughout the application. If you have questions about the submission process, or any aspect of the mentoring consultant certification process, email the IMA at [email protected].
CERTIFICATION COSTSAll costs are due upon approval of the application and are paid prior to issuance of the certification status.
Individuals Certification: This certification is only applicable to one person.Initial Cost: $1,500; Renewal Cost: $1,000
Business Certification: Business certification is for businesses and other organizations who wish to demonstrate the collective expertise of its primary members who are responsible for service to clients. The certification remains with the business during the certification period. It only applies to people listed in the application and only while they are providing services on behalf of the business. Thus, if a person listed on the business certification application no longer works with or on behalf of the business, the certification no longer applies to that person.
Costs are determined by the number of people to whom the certification applies, i.e., the number of people listed in the application.
2–5 people: $2,500 initial, $2,000 renewal
6–9 people: $3,500 initial, $2,600 renewal
10–13 people: $4,500 initial, $3,200 renewal
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CERTIFICATION RENEWAL
Prior to the end of the three-year certification period, a certified consultant or consulting business may submit for re-certification.
RENEWAL PROCESS
The renewal process is a simplified version of the original application. To renew certification, a currently certified individual consultant will submit the following:
1. Cover Sheet2. B1.a: Evidence of legal status as a business3. B1.d: Promotional materials and online site, if available4. B3.a: Updated résumé5. C: Three client testimonials dated during the prior certification period
To renew certification, a currently certified consulting business will submit the following:
1. Requirements 1–3 listed immediately above;
2. B3.a: Updated résumés for each principal; and
3. The names and titles of each person to be covered by the certification. Any new individuals to be covered by renewed certification must submit the case study described in section A. The case study will be reviewed prior to approving the additional individual for inclusion in the business certification.
These renewal components focus on business practices and services since the beginning of the prior certification. The IMA board assumes that mentoring knowledge and skills, once learned and demonstrated, are not lost, but rather, continue to deepen and expand.
The applicants, business principals, and persons covered by business certification must have active IMA memberships.
Any change in the consulting certification requirements will not affect currently certified consultants. All certified consultants will be held to the requirements in place at the time of the first-approved application. However, the renewal application must use the cover sheet template in use at the time of renewal, which may change.
TERMS AND FEE
Certification renewal is for a period of three years, and the IMA will publish the consultants’ renewed certification status according to the terms listed above.
A previously certified consultant or business whose certification has been expired for more thanthree months must submit a new complete application and pay the new certification fee.
PROBATION AND LOSS OF CERTIFICATION STATUS
The IMA is committed to maintaining the integrity of the certification status, the marketing value of certification for consultants, and the confidence that organization leaders may have when seeking consulting and training services. However, the IMA does not interfere in contracts between organizations and consultants, nor does the IMA bear any responsibility for the performance, actions, conduct, or capability of certified consultants.
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Certification status, once achieved, can be lost before the end of the three-year term. Prior to removing certification status, the IMA board will place the consultant on probation, as described below, and the probation status will be published either until the consultant is relieved from probation or the certification expires.
Though the IMA board will act very cautiously and considerately regarding placing a certified consultant on probation or cancelling the certification status, the IMA board recognizes that IMA certification must maintain very high standards to be valuable to both consultants and organization leaders.
PROBATION
Probationary status will be publicized in the IMA’s bi-monthly journal and on the IMA website until resolved. The IMA board of directors may place a consultant or consulting business on probation status for the following conditions. Here, “consultant” refers to certified consultants, certified consulting businesses, and covered individuals within certified consulting businesses.
Unaddressed complaints. Complaints will occur, but complaints against a consultant are not sufficient to place a consultant on probation status.
If the IMA board of directors receives a letter of complaint about a consultant and if the consultant does not (1) show evidence of addressing, resolving, or reasonably attempting to resolve the complaint, or (2) sufficiently defend against the complaint and provide reasonable justification of actions within three months, the board will place the consultant on probation status until the complaint is sufficiently addressed or until the end of the certification term, whichever is sooner.
False promotions. If the IMA board finds that the promotional materials are misleading or otherwise false, the board will request the consultant to either modify the materials or to defend the claims made in the materials within 1 month.
IMA membership. All certified individuals must maintain their IMA membership.
CERTIFICATION REMOVAL
Cancellation of the certification status will be publicized in the IMA’s promotional materials. The board will only remove certification status after negotiation with the consultant and careful consideration.
Legal action. If a consultant or any principal of a consulting business is convicted of illegal business practices or other criminal activities, and if the board is aware of such action, the board will remove certification status.
Expired certification. Certification automatically expires at the end of the certification period. If certification is not renewed within 3 months of expiration, the consultant must submit a new original application and pay the new certification fee.
PROTEST OF CHANGE OF STATUS
Prior to any change in status, other than removing certification for legal action, the board, through its representatives will negotiate with the consultant to remedy any issues of concern. Any certified consultant who is placed on probationary status or whose certification is removed may protest directly to the board. However, the board decision regarding any protest is final and not open for discussion or appeal.
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APPENDIX A: APPLICATION COVER SHEET
Download the application cover sheet in PDF from the IMA website.
Following are instructions for completing the cover sheet. Items marked with an asterisk (*) will be made public.
*1. Select whether the application is for an individual or consultancy business
*2. Provide the name and contact information for the person who will serve as the primary contact. If you are submitting an individual application, this is the applicant’s name. If you are submitting a business application, this name should be one of the principal members.
3. Provide the p h o n e n u m b e r for the primary contact, which the IMA reviewer will use to conduct the required interview.
*4. Provide the business name or name of the legal entity under which consultant services are provided. For individuals, this is optional. For business applications, this is required, as is the business authorization number and authorizing agency. For example, a U.S. business may provide the EIN for the authorizing number and the IRS for the authorizing agency. The authorizing number and agency will not be made public, but the business name will.
*5. Optionally, provide the URL for the individual’s services or the business website. This may be a standalone website, social media site, or other online site.
*6. Provide the geographic region in which you or the business can offer services.
*7. Provide the areas of expertise in which you or the business can provide services.
*8. Describe your, the business’s, or principals’ experience and credentials. This is your opportunity to describe your services and explain why someone would hire you.
9. Provide references if they are available to the general public. Otherwise, the review may collect reference information from the testimonial letters or access them in the application narrative.
10. Provide the name of the person authorized to enter contractual and/or legal agreements. For individuals, this is you. For businesses, this must be one of the principals.
11. Print a copy of the cover form. Add the signature of the authorized person and the date. Mail an original cover form to the address indicated. You may fax or email a copy, as well, but an original copy is required.
For questions about completing the application cover form, contact [email protected]
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APPENDIX B: CASE STUDY MATRIX
Download this form in Word com‐ patible format from the IMA website. The Word compatible fo‐ rm will allow table cells to expand as you add text.
Standards Prior Status Your Actions and Results
Program Overview
Program goals
Program objectives
Program scale
Personnel and Program Structure
Personnel qualifications
Leadership and management roles and responsibilities
Information and resources to guide implementation
Induction and Establishment of Mentoring Relationships
Mentor identification and solicitation: Process to find sufficient appropriate mentors
Mentor assessment: Process to determine mentors’ interests and the strengths they can offer the mentees
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Mentee induction and assessment: Process to assess mentee developmental needs
Mentor–mentee matching: Process for matching mentors and mentees
Mentoring relationship initiating: orientation for mentors and mentees: Process to help mentors and mentees understand mentoring process, roles, expectations, and purpose, and process to help them start developing their relationship
Ongoing training: Process to identify training needs and to provide it
Program Support and Monitoring
Barriers to mentoring success: Process for identifying what is working and what is not working—and why
Process to resolve barriers to success
The Mentoring Process
Process for tracking the mentoring implementation
Process to determine whether the mentoring relationship is helping mentees resolve developmental needs
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Success of the mentoring program in terms of mentees meeting individual goals and objectives
Mentoring Program Success
Process to determine whether the mentoring program is meeting program goals and objectives
Success of the mentoring program in terms of meeting program goals and objectives
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APPENDIX C: SCORING GUIDE
Applications will be scored according to the following maximum point values.
ITEM PointsA. Mentoring Consulting Competencies 50
1. Knowledge of Mentoring Program Design: Case Study and 30Analysis
a. Program Introduction 2 b. Program Alignment to IMA Standards for Mentoring Programs 10 c. Informed Decision-making 8 d. Outcomes of Your Involvement 10
2. Knowledge of Consulting Facilitation, Skills, and Processes 20 a. Collaboration and Interpersonal Skills 8
b. Scope and Sequence for Program Development and Improvement 12
B. Consulting Business Competencies and Requirements 251. Evidence of Business Practices 18
a. Evidence of Business Legal Stat 0 b. Evidence of Documented Professional Practice 8 c. Online Presence and Promotional Materials. 5
2. Fiscal Management 5a. Formalized Fiscal Processes 5
3. Applicant’s Qualifications 2a. Résumé 2b. IMA Membership 0
C. Client Testimonials 151. Required number of testimonial letters 15
D. Optional Application Components 101. Other Certifications 22. Consulting and Training Licenses 23. Conference Presentations 24. Mentoring Publications 25. Business Plan 2
E. Overall Application Quality____________________________________________________________ 5 _ _______
TOTAL APPLICATION POINTS / 90
Certificatio n Interview 1 0
TOTAL POINTS RECEIVED / 100
