Sessions - Reflection (Insights and Actions) for sponsees
Explore the benefits of MentorKey's Session feature. This guide explains how to use the Insights and Actions features to capture and reflect on post-sponsorship session insights and track specific steps and goals. Elevate your session reflection with MentorKey.
Table of Contents
- What are Sessions - Reflection (Insights and Actions)?
- Insights
- What are Insights on MentorKey?
- Logging Insights
- Creating an Insight
- Editing an Insight
- Deleting an Insight
- Sharing an Insight
- Unsharing an Insight
- Finding your Insights
- Finding Insights your sponsor has shared with you
- Actions
- What are Actions?
- Logging Actions
- Creating and assigning Actions
- Sharing Actions
- Editing an Action
- Deleting an Action
- Finding Actions
- Completing an Action
- Summarising Insights and Actions using MentorKey's AI
What are Sessions - Reflection (Insights and Actions)?
Once you have had your sponsorship session, you can use Sessions to reflect on your conversation, capture your 'aha' moments and ensure you have clear steps forward to achieve your goal.
There are two available features you can use to achieve this:
Insights
What are Insights on MentorKey?
The Insights feature allows you to record any post-session insights to ensure you have captured and can reflect on your 'aha' moments.
Logging Insights
Logging Insights in MentorKey helps you to keep track of your sponsorship conversations and reflect back on the key insights you have discovered. Although it's highly recommended that you do so, it is entirely optional and you have the flexibility to choose whether or not to log your insights.
Creating an Insight
Here is how you create an Insight on MentorKey
Editing an Insight
Here is how you edit an Insight
Deleting an Insight
Here is how you delete an Insight
Sharing an Insight
Sharing your Insights with your sponsor can be a valuable way for them to reflect on the conversation from your perspective and ensure they prioritise your key insights and reflections as you continue to work together.
Here is how to share an Insight with your sponsor after you have created it
Heads up: Your sponsor will be able to view your Insight and will receive an email notification prompting them to read your Insight
Unsharing an Insight
Here is how you unshare an Insight
Note: Your sponsor will not be notified that you have unshared an Insight with them. You may want to notify them directly.
Finding your Insights
Here is how to find the Insights you have created
Finding Insights your sponsor has shared with you
You may have received an email notification informing you that your sponsor has shared an Insight with you. To access the Insight directly, simply click on "View Insight" in the email.
Note: If you are unable to find the Insight, your sponsor may have unshared this with you. You may want to check with your sponsor directly.
Alternatively, you can find the Insight on MentorKey.
Here is how to find the Insight your sponsor has shared with you
Actions
This section outlines how to use the Actions feature from the Sessions page. If you want guidance on Actions from the Goals page click here
What are Actions?
Logging Actions
Creating and assigning Actions
Heads up: Actions that you create in MentorKey will automatically be shared with your sponsor
When you create an Action, you will be required to assign it to either yourself or your sponsor, to indicate who is responsible for completing it. Similarly, your sponsor can create and assign Actions.
If an Action that you create is related to one of your Pillar Goals (meaning it will contribute to the achievement of a specific pillar goal), you have the option to assign it to the corresponding Pillar Goal.
Heads up: An Action can only be linked to a Pillar Goal if you have created Pillar Goals
Here are two ways that you can create and assign an Action on MentorKey
Creating an Action from the Goals page
- Creating an Action from the Sessions page
Actions can be created from the Sessions page if you or your sponsor have created a Session in MentorKey and you want to record that the action was agreed upon in that session. This can be useful to refer to in your next session so updates can be provided on progress for each action.
Sharing Actions
Actions that you create in MentorKey will automatically be shared with your sponsor.
Editing an Action
Heads up: You can only edit Actions that are assigned to you
Here is how you edit an Action
Here is how you edit which Pillar Goals the Action is linked to
Note: To change the assignee of an Action, you must create a new Action
Deleting an Action
Here is how you delete an Action
Finding Actions
Here is where you can find your Actions and Actions that have been assigned to your sponsor
Completing an Action
Once you have completed an action that was assigned to you, you can mark it as complete in MentorKey.
Note: You can only complete Actions that are assigned to you
Here is how you complete an Action
Summarising Insights and Actions using MentorKey's AI
You can use MentorKey’s AI to instantly summarise your session notes into clear insights and action items. This feature is perfect for capturing key takeaways and next steps without needing to manually review everything you've discussed. Let the AI do the heavy lifting, then fine-tune the summary to suit your needs.
Here is how you summarise insights and actions using MentorKey's AI