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Intersectoral mentoring toolkit

A Guide to implement an intersectoral mentoring programme

In 2021, we launched the first pan-European intersectoral mentoring programme, named REBECA by EURAXESS (REsearchers BEyond aCAdemia). This initiative connected early career researchers working in academia with highly skilled professionals involved in R&D&I activities in non-academic enterprises or institutions, as well as with professionals in academic roles such as research managers.

The programme aimed to raise awareness and encourage reflection among early career researchers about their professional opportunities beyond the traditional academic research path, while also fostering engagement with non-academic stakeholders.

REBECA by EURAXESS was relaunched in 2023, with updated resources and the addition of new plug-ins to enhance the programme. This guide was subsequently revised to include the latest information.

This toolkit is designed as a practical, step-by-step guide for organizations interested in implementing similar programmes for their early career researchers. In the following sections, we share useful insights and real-life examples based on our experience, along with tools and resources. Detailed results from the REBECA by EURAXESS programme and previous editions of the REBECA mentoring initiative can be found here.

  • Researchers may benefit from various types of mentoring, which is why it is important to clearly define the following aspects during the mentoring programme design phase:

    Goals

    One way to define the goals of an intersectoral programme is to identify the barriers that hinder researchers' career transitions and set achievable objectives to help overcome them

    Calendar

    To determine the most effective calendar for achieving the programme’s goals, you should consider the following factors:

    1. Programme Duration: Longer programmes give mentoring pairs more flexibility to meet at their own pace. However, they may also lead to higher dropout rates and make monitoring more challenging.
    2. Suggested and Required Meetings: It’s advisable to establish a minimum number of required meetings to ensure the programme’s success, along with a recommended number of meetings to help achieve its goals. You should also allocate sufficient time for these meetings to take place. A good rule of thumb is to allow one month per meeting.
    3. Vacation Periods: Expect a slower pace of meetings during holiday periods, which can also complicate monitoring efforts.

    Designing activities

    In addition to mentoring pair meetings, programmes can be enriched by incorporating complementary activities. 

    These activities can:

    • Provide opportunities to upgrade participants' skills
    • Facilitate networking
    • Help participants explore different professional roles
    • Foster engagement and community building

    When designing activities, consider what you want participants to experience or learn, and tailor the activities accordingly.

    Setting of the meetings

    Experience from mentoring programmes shows that in-person meetings—like any form of interpersonal interaction—can foster stronger and more successful mentoring relationships. However, this is not always feasible in cross-border or multi-institutional mentoring programmes.

    Targeted mentees

    These are the key variables to take into account:

    Career stage. Although it may be tempting to assume that postdoctoral researchers are more familiar with career options beyond academia than PhD candidates or recent graduates, the reality is often different. Postdocs tend to have spent more time within academic environments, frequently without professional connections to non-academic sectors. Additionally, relocating to other countries can limit their time and resources to explore opportunities outside academia.

    Targeted mentors

    Several features should be considered when defining the profile of potential mentors:

    • Experience of the mentor in non-academic sectors. Do you want strict non-academic professional or are academics collaborating with non-academic sectors also valid?
    • Seniority of the non-academic sectors. Do you require mentors with strictly non-academic professional backgrounds, or are academics with experience collaborating with non-academic sectors also valid?
    • Past relation with academia. Do you want your mentors to be PhD holders or not?

    Size of the programme

    We recommend securing a number of mentors before defining the size of the programme, even if you plan to launch a public call. This ensures the programme can move forward with a reasonable level of participation. If you have a large pool of mentors, scaling up the number of pairs may require significant resource allocation. For example, managing approximately 100 mentoring pairs over a six-month period requires around three person-months of management effort. 

    Resources to guide and inspire mentoring conversations

    It is not easy to start conversations between pairs in a mentoring programme from the scratch. It is advisable to create material to:

    • to facilitate guidance during the programme,
    • engagement of the pairs and
    • to spark conversations during one-to one meetings. 

    Branding and programme identity

    Think of a catchy name!

    Even though this intersectoral mentoring programme has evolved across editions, we decided to keep the brand name and visual identity. Our experience shows that naming the programme greatly supports communication and outreach, especially when engaging professionals from sectors that are not traditionally familiar with EURAXESS.

    In fact, we named REBECA by EURAXESS not only this mentoring programme, but also other activities related to support career transition of researchers, such as the community platform and matchmaking events. This has provided a strong and recognizable platform to showcase various elements of the Careers Beyond Academia initiative within EURAXESS-Hub.

    Key recommendations for designing a mentoring programme

    To design an effective mentoring programme, we recommend:

    • Being as specific as possible when defining your goals and target group.
    • Creating supporting materials and events to help mentoring pairs work toward those goals. (See Annex 1: REBECA by EURAXESS Handbook for inspiration.)
    • Considering the creation of a catchy brand or name for the programme, especially if you are targeting groups that are not traditionally familiar with your organisation.
  • How you attract participants to your programme is essential. If you come from an academic setting—as is the case for most EURAXESS members—recruiting mentee candidates will likely be straightforward. However, attracting mentors from non-academic sectors can be more challenging and often represents the main bottleneck for a successful mentoring programme.

    Strategies to attract mentors

    There are two non-exclusive strategies to attract mentors: “door-to-door” outreach and a public call. For both approaches, having promotional materials, such as a programme leaflet, is highly recommended.

    Key recommendations for attracting participants

    • Secure mentors in advance, even if you plan to open a public call for participants. Use your professional and personal networks, and map the ecosystems you have access to in order to identify potential mentors.
    • Prepare a leaflet and website highlighting the key aspects of the programme. These materials should be easy to distribute through your networks. See Annex 2 for the REBECA leaflet as an example, or visit the REBECA by EURAXESS section on the EURAXESS Spain portal.
    • Clearly communicate the number of available places and the selection criteria to manage candidates’ expectations effectively.
    • Disseminate the call as widely as possible through all relevant channels and forums.
  • How to select candidates

    The selection and matching phases are critical to the success of the programme and are closely linked. During these stages, organisers must decide how to pair applicants from the available pool of mentors and mentees.

    To do this effectively, you need to define the requirements and qualities applicants should possess for the programme to be successful, and determine how you will collect this information during the application process.

    If you plan to open a public call for mentors and mentees, it's likely you will receive more applications than expected. Therefore, before the matching stage, it is essential to establish clear evaluation criteria for selecting participants.

    A good strategy may be to select a larger pool of mentees first, allowing greater flexibility in matching by choosing those whose profiles best align with the available mentors.

    Key Aspects of the Selection and Matching Process

    We identified two essential elements for running a successful programme:

    1. The quality of mentees, particularly in terms of motivation and commitment to their professional development.
    2. The success of the matching process, ensuring mentors and mentees are well-paired based on goals, expertise, and expectations.

    The ideal mentee

    We identified several factors that can lead to mentee disengagement:

    • Misunderstanding what mentoring is and what to expect from a mentor
    • Lack of commitment to investing sufficient time and effort in the programme
    • Unwillingness or unreadiness to explore alternative career paths

    While you can offer training during the programme to boost motivation and develop skills like time management and career planning, some individuals may still be resistant to change. This is why it is crucial to apply strong selection criteria beyond general eligibility, in order to avoid situations where mentees drop out and valuable mentor time is wasted

    The ideal mentor

    This concern is generally less of an issue with mentors. In our experience, those who apply to become mentors typically understand the role well, are senior enough to manage their time effectively, and are highly motivated.

    However, it is still important to assess their mentoring experience and be prepared to provide training if needed. If you're running a cross-border mentoring programme, ensure that mentors are confident in using the programme’s common language and have at least basic intercultural communication skills or prior international experience.

    The matching process

    It is helpful to assign different weights to the matching criteria, as it is rarely possible to satisfy all conditions equally.

    For example, you might consider the following criteria:

    1. Shared interests and areas of expertise between mentee and mentor
    2. Potential for the mentee’s development, either because the mentor has a strong professional network or is highly skilled in coaching
    3. Similar disciplinary background

    You can prioritize these criteria by giving the most weight to shared interests and expertise, followed by development potential (via networks or coaching), and lastly by shared disciplinary background.

    However, keep in mind that even if you have selected mentees who are proactive and take responsibility for their careers, they may still lack full awareness or understanding of non-academic career paths. This limited perspective can influence the way they express their interests or preferences, potentially biasing the matching process. For this reason, it’s important to interpret their expressed interests carefully.

    It's essential to define your matching criteria before the application phase so you can gather the necessary information from mentors and mentees during registration.

    There are several ready-to-use software tools that can help automate the matching process, using the criteria you define. This can be a worthwhile investment for larger programmes or those with rolling admissions, though it is not strictly necessary at the beginning. Manual ("human") matching, while slower, can take into account intangible factors and intuition that software may overlook.

    Key recommendations for selecting and matching mentoring process

    • Design tailored registration forms for mentors and mentees to collect relevant information for both selection and matching. This step is essential for aligning profiles and expectations.
    • Establish clear and structured selection criteria for both mentees and mentors in advance. For mentees, include motivation, awareness of non-academic careers, communication skills, and understanding of mentoring. For mentors, focus on experience, relevance to non-academic sectors, and commitment to the programme.
    • Apply additional filters to ensure diversity (e.g., gender, geography, discipline) among selected participants, especially when candidates have similar scores.
    • Interpret mentees’ expressed interests with care, as limited knowledge of non-academic career paths may lead to biased preferences.
    • Use weighted matching criteria based on key aspects such as shared interests, areas of expertise, potential for professional growth, and international experience. Prioritize compatibility, but also embrace diversity where appropriate.
    • Decide whether to use automated or manual matching, depending on the size and complexity of your programme. Manual matching may better capture qualitative factors, while automated tools can save time for large cohorts.
    • Communicate clearly with selected participants before and after matching. Delay introductions until a joint kick-off meeting to accommodate any last-minute changes and align expectations from the outset.
  • Once the pairs have been established, it’s time to officially launch the mentoring programme. It is essential that all participants are properly briefed on the scope of the programme, what mentoring is and is not, and the goals they are expected to work towards.

    Equally important is ensuring clear communication protocols: participants should know how to stay in touch with the organisers, who to contact if something goes wrong, and what content and resources are available to them.

    If you’re running an international programme, make sure to provide participants with basic intercultural communication training to foster more effective and respectful interactions across cultures.

    To support a successful mentoring phase, we have identified the following key elements: