TVET CURRICULUM DEVELOPMENT, ASSESSMENT AND CERTIFICATION COUNCIL (TVET CDACC)

MENTORING TOOL

FOR

COOPERATIVE MANAGEMENT

LEVEL 6
FOREWORD

This mentoring tool has been developed by TVET Curriculum Development, Assessment and Certification Council (TVET CDACC) in partner -
ship with trainers and industry experts in Cooperative Management.

Mentoring relationships have demonstrated to be an excellent way of enhancing professional growth. Both the mentor and the mentee give and
grow in the mentoring process. The mentee can learn valuable knowledge from the mentor’s expertise and past mistakes and competencies can
be strengthened in specific areas. Mentees will have the opportunity to establish valuable connections with higher level employees. The success
of mentoring will depend on clearly defined roles and expectations in addition to the mentee’s awareness of the benefits of participating in the
mentoring program.

This mentoring tool is an assessment tool used to assess whether a mentee meets the National Occupational Standards for Cooperative Manage-
ment Level 6. Whilst there is no agreement or finite evidence as to how many times this supervised exercise should occur, both the mentor and
the mentee should feel confident that the mentee has the necessary knowledge, skills and attitudes (worker behaviors) to work as a Cooperative
Manager.

The Mentoring will facilitate the experienced mentors in the world of work to share knowledge and experiences with mentees working under
them towards a mutually beneficial professional development relationship. Mentors will be helpful in building competencies of mentees in areas
of practice.

DR. LAWRENCE GUANTAI, PhD

CEO/COUNCIL SECRETARY

2
 TRAINEE (MENTEE) DETAILS

Name of Trainee (Mentee)

Institution’s Registration Code of Trainee

(Mentee)

TVET CDACC Registration Code of Trainee

(Mentee)

Trainee’s/mentee’s Institution Details Name:

Physical & postal address:

Phone and email address:

Date of Commencement of Mentoring Period

(dd/mm/yyyy)

Date of Completion of Mentoring Period

(dd/mm/yyyy)

Organization Name:

Physical & postal address:

3
Phone and email address:

4
1.0 INFORMATION FOR USERS

1.1 Role of a Mentor

A mentor is someone who provides support and advice that empowers the mentee to achieve knowledge, skills and attitudes (worker behaviors).
This may be a supervisor, manager or a worker who is an expert in a particular field.
The role of the mentor includes:
 Assisting mentee understand the organisation’s requirements
 Assigning mentee tasks
 Observing mentee performance and record areas where the mentee needs improvement
 Assisting the mentee to come up with action plan for areas where he/she needs improvement

1.2 Role of Mentee

A mentee is a trainee who is on work placement (attachment) or is on-job training in an organization.
The role of the mentee includes:
 Completing the assessment tasks assigned by the mentor and filling out the self-assessment section
 Keeping the company’s information confidential
 Being aware that he/she may be working with people from different backgrounds and cultures, so there is a need to respect those differ-
ences
 Asking for feedback and giving feedback when required.

2.0 How to use the mentoring tool

5
  Where a skill, knowledge or attitude is not applicable in a particular workplace, the mentee should indicate not applicable (NA)

 The mentor should ask the mentee oral questions to gauge the knowledge of the mentee

 The mentee should fill the self-assessment section upon self-evaluation

 The mentor should fill the mentor review record upon observing and evaluating the mentee

 Action plan should be filled by the mentee after agreeing with the mentor for any item assessed as needs to improve

3.0 Mentoring Period

The attachment period should be at least three months. Mentee should spend at least two thirds of the attachment period in Overseeing human re-
source operations, financial operations, cooperative society public relations and marketing of cooperative society products and services, manag-
ing operation systems and cooperative society performance, Performing cooperative society’s strategic planning, Providing secretarial service,
Managing cooperative society policies, overseeing Compliance with acts and regulations and Managing corporate social responsibility. Time
spent in each section/department should be documented using form in Appendix 1.

4.0 Number of Assessments

Three assessments are to be conducted using the mentoring tool: one within the first month of the attachment where the mentor assesses the
mentee to assess their initial level of competence; another assessment will be conducted within the second month of the attachment period to
gauge the progress of the mentee and the third one will be conducted within the third month of the attachment.

5.0 Submission of Mentoring Reports

6
The trainee/mentee is required to submit each of the three mentoring reports (in hard or soft copy) to the Industrial Liaison Officer of the respect-
ive institution. The Industrial Liaison Officer is required to submit to TVET CDACC offices the three mentor’s summary reports (Appendix 2).
The mentoring reports for each trainee/mentee are to be kept in the institution and made available to TVET CDACC on request.

7
 Table of Contents
FOREWORD................................................................................................................................................................................................................................... 2
TRAINEE (MENTEE) DETAILS.......................................................................................................................................................................................................... 3
1.0 INFORMATION FOR USERS...................................................................................................................................................................................................... 5
1. DEMONSTRATE COMMUNICATION SKILLS............................................................................................................................................................9
2. DEMONSTRATE DIGITAL LITERACY....................................................................................................................................................................... 15
3. DEMONSTRATE ENTREPRENEURIAL SKILLS.......................................................................................................................................................22
4. DEMONSTRATE EMPLOYABILITY SKILLS.............................................................................................................................................................28
5. DEMONSTRATE ENVIRONMENTAL LITERACY....................................................................................................................................................34
6. DEMONSTRATE OCUPATIONAL SAFETY AND HEALTH PRACTICE................................................................................................................41
7. OVERSEE HUMAN RESOURCE OPERATIONS........................................................................................................................................................................ 46
8. OVERSEE FINANCIAL OPERATIONS...................................................................................................................................................................................... 56
9. OVERSEE MARKETING OF COOPERATIVE SOCIETY PRODUCTS AND SERVICES....................................................................................................................66
10. MANAGE OPERATION SYSTEMS....................................................................................................................................................................................... 75
11. MANAGE COOPERATIVE SOCIETY PERFORMANCE...........................................................................................................................................................83
12. OVERSEE COOPERATIVE SOCIETY PUBLIC RELATIONS......................................................................................................................................................90
13. PERFORM COOPERATIVE SOCIETY’S STRATEGIC PLANNNING.........................................................................................................................................97
14. PERFORM SECRETARIAL SERVICES................................................................................................................................................................................. 104
15. MANAGE COOPERATIVE SOCIETY POLICIES................................................................................................................................................................... 113
16. COMPLIANCE WITH ACTS AND REGULATIONS...............................................................................................................................................................120
17. MANAGE CORPORATE SOCIAL RESPONSIBILITY.............................................................................................................................................................127

8
 1. DEMONSTRATE COMMUNICATION SKILLS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
applicable assessment review
and attitudes) for any assessed as marked scripts
(NA) record: record:
To current Need to Need to needs to improve (as (written and/oral),
improve improve (NI)
area of prac- agreed with mentor) Observation check-
(NI) Or met (ini-
tice Or met list, products, photos
tials & date)
(date) and videos of
products and ser-
vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Approaches in communication
2. Communication strategies
3. Communication channels
4. Conflict resolutions
5. Interviews
6. Effective questioning, listening and non-
verbal communication techniques
7. Group discussions

9
8. Internal and external dissemination of in-
formation

SKILLS
The mentee:
9. Identifies and meets specific communica-
tion needs of clients and colleagues as
per workplace procedures

10. Uses different approaches to meet com-

munication needs of clients and col-
leagues as per workplace procedures

11. Handles conflicts promptly and in a

timely manner

12. Analyses, evaluate and revises commu-

nication strategies as per need to ensure
they are effective.

13. Ability to effectively question, listen and

use nonverbal communication as per
communication needs.

14. Ability to participate and contribute in

workplace discussions

15. Identifies and addresses communication

needs of individuals in a group discus-

10
 sion

16. Ability to make a presentation using ap-

propriate media in the workplace

Note:
To be declared competent, the mentee must get:
1. 8 of the 16 (50%) items of evaluation correct and
2. Items 1, 2, 3, 4, 7, 9, 11, 15, 16 correct.

11
APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

12
APPENDIX 2

MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

13
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

14
 2. DEMONSTRATE DIGITAL LITERACY

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as
marked scripts
(NA) record: record: needs to improve (as
To current Need to Need to agreed with mentor) (written and/oral),
area of improve improve (NI)
Observation check-
practice (NI) Or met (ini-
Or met tials & date) list, products, pho-
(date)
tos and videos of
products and ser-
vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Computer software and hardware
2. Word processing
3. Database design
4. Internet and email
5. Desktop publishing
6. Presentation packages
7. Computer security threats and control

15
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as
marked scripts
(NA) record: record: needs to improve (as
To current Need to Need to agreed with mentor) (written and/oral),
area of improve improve (NI)
Observation check-
practice (NI) Or met (ini-
Or met tials & date) list, products, pho-
(date)
tos and videos of
products and ser-
vices etc.
measures.
8. Emerging trends and issues in ICT.
9. Spread sheets
SKILLS
The mentee:
10. Identifies appropriate computer software
and hardware for performing various
tasks

11. Identifies security threats and applies

control measures in accordance with
laws governing protection of ICT

12. Applies word processing software in

resolving workplace tasks, report writing
and documentation.

16
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as
marked scripts
(NA) record: record: needs to improve (as
To current Need to Need to agreed with mentor) (written and/oral),
area of improve improve (NI)
Observation check-
practice (NI) Or met (ini-
Or met tials & date) list, products, pho-
(date)
tos and videos of
products and ser-
vices etc.
13. Prepares and manipulates worksheet in
accordance with work procedures

14. Sorts, indexes, stores, retrieves and se-

cures data in accordance with workplace
procedures

15. Uses email addresses for workplace

communication in accordance with of-
fice policy.

16. Identifies and applies desktop publishing

functions and tools

17. Uses PowerPoint application to make

presentations in the workplace

Note:

17
To be declared competent, the mentee must get:
1. 9 of the 17 (50%) items of evaluation correct and
2. Items 1, 4, 6, 8, 12, 14, 17 correct.

18
APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

19
APPENDIX 2

MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

20
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

21
 3. DEMONSTRATE ENTREPRENEURIAL SKILLS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as
marked scripts
(NA) record: record: needs to improve (as
To current Need to Need to agreed with mentor) (written and/oral),
area of improve improve (NI)
Observation check-
practice (NI) Or met (ini-
Or met tials & date) list, products, pho-
(date)
tos and videos of
products and ser-
vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Principles of entrepreneurship
2. Pension ideas
3. Entrepreneurial opportunities
4. Employee motivation
5. Forms of Pension ownership
6. Pension innovation strategies
7. Pension Plan
8. Marketing plan

22
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as
marked scripts
(NA) record: record: needs to improve (as
To current Need to Need to agreed with mentor) (written and/oral),
area of improve improve (NI)
Observation check-
practice (NI) Or met (ini-
Or met tials & date) list, products, pho-
(date)
tos and videos of
products and ser-
vices etc.
9. Organizational/Management plan
10. Financial plan
11. Pension resources and capital base
SKILLS
The mentee:
12. Determines Pension innovation
strategies in accordance with the organ-
ization policies

13. Identifies potential and new sources/

sellers of supplies and raw materials

14. Listens to stakeholder/client and gives

feedback in a prompt and timely manner

Note:

23
To be declared competent, the mentee must get:
1. 7 of the 14 (50%) items of evaluation correct and
2. Items 1, 3, 6, 7, 11 ,12 ,14 correct.

24
APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

25
APPENDIX 2

MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

26
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

27
 4. DEMONSTRATE EMPLOYABILITY SKILLS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, Not Self- Mentor Record action plan Evidence e.g.,
skills and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, photos
practice (NI) Or met (ini- and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge sessment view
of:
1. Self-management
2. Interpersonal communication
3. Professional growth and development
4. Company operations, procedures and
standards
5. Occupational Health and safety pro-
cedures
6. Personal hygiene
7. Work values and Ethics

28
S/N. Items for evaluation (knowledge, Not Self- Mentor Record action plan Evidence e.g.,
skills and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, photos
practice (NI) Or met (ini- and videos of
Or met tials & date) products and ser-
(date) vices etc.
SKILLS
The mentee:
8. Accounts and takes responsibility of
their actions in the workplace

9. Evaluates own performance as per the

set targets

10. Allocates resources in an efficient and

effective manner

11. Plans team building activities as per

workplace procedures

12. Develops work schedules as per work-

place procedures

13. Meets set targets as per company set

policies and regulations

14. Identifies and assesses personal train-

ing needs in line with job requirement

29
 S/N. Items for evaluation (knowledge, Not Self- Mentor Record action plan Evidence e.g.,
skills and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, photos
practice (NI) Or met (ini- and videos of
Or met tials & date) products and ser-
(date) vices etc.
15. Applies a range of basic IT skills
based on requirements of the job.

16. Demonstrates learning in both tech-

nical and non-technical aspects based
on the job requirement

Note:
To be declared competent, the mentee must get:
1. 8 of the 16 (50%) items of evaluation correct and
2. Items 1, 2, 3, 6, 8, 11, 13, 14, 16 correct.

30
APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

31
APPENDIX 2

MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

32
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

33
 5. DEMONSTRATE ENVIRONMENTAL LITERACY

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Environmental hazards
2. Environmental pollution and its control
3. Waste management procedures
4. Sustainable resource use
5. Environmental
legislations
6. Environmental programs
7. Resource conservation plans
SKILLS
The mentee:

34
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
8. Strictly follows storage methods for en-
vironmentally hazardous materials ac-
cording to environmental regulations and
OSHS

9. Follows disposal methods of hazardous

wastes always according to environ-
mental regulations and OSHS.

10. Uses PPE according to OSHS.

11. Observes procedures for solid waste

management according to Environ-
mental Management and Coordination
Act 1999
12. Applies methods that minimizes noise
pollution at the workplace following en-
vironmental regulations
13. Uses methods that minimize resource

35
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
wastage.
14. Measures and records current resource
use by members of the work group
15. Collects and provides information on re-
source efficiency systems and proced-
ures to the work group where appropri-
ate
16. Analyses current work processes, in-
formation and data following enterprise
protocol
17. Identifies environmental legislations/
conventions and local ordinances ac-
cording to the different environmental
aspects/impact
18. Identifies and determines environmental
programs according to organisational

36
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
policy and guidelines
19. Classifies waste as per the organisational
procedures

Note:
To be declared competent, the mentee must get:
1. 10 of the 19 (50%) items of evaluation correct and
2. Items 1, 2, 3, 5, 7, 8,10, 13, 16,19 correct.

37
APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

38
APPENDIX 2

MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

39
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

40
 6. DEMONSTRATE OCUPATIONAL SAFETY AND HEALTH PRACTICE

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Hazards in workplace
2. Safety gears/PPEs uses
3. OSH standards and procedures
4. Safety contingency measures
SKILLS
The mentee:
5. Identifies hazards in the workplace and/
or its indicators of its presence

6. Evaluates work environment measures

of OSH hazards/risk existing in the
workplace

41
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
7. Identifies and implements prevention
and control measures, including use of
safety gears / PPE (personal protective
equipment) for specific hazards in the
workplace

8. Establish contingency measures, includ-

ing emergency procedures during work-
place incidents and emergencies in ac-
cordance with organization procedures.

9. Provides information to work team about

company OSH program, procedures and
policies/guidelines

10. Recommends appropriate risk controls

based on result of OSH hazard evalu-
ation and OSH issues gathered

Note:
To be declared competent, the mentee must get:

42
1. 5 of the 10 (50%) items of evaluation correct and
2. Items 1, 2, 3, 7, 9,10 correct.

43
 APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

44
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

45
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

46
 1. OVERSEE HUMAN RESOURCE OPERATIONS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. The human resource policy
2. Operational plans
3. Key performance indicators
4. Staffing needs
5. The Recruitment process
6. Hiring process
7. Conducting interviews
8. The staff appraisal process
9. Managing staff capacity building
10. Setting performance targets

47
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
11. Staff reward system
12. Staff mentorship programmes
13. Human resources safety and security
14. Succession Planning
SKILLS
The mentee:
15. Prepares analysis report

16. Interprets components of human re-

source policy
17. Anchors operational plans on the stra-
tegic plan

18. Identifies key performance indicators as

per the organisation needs

19. Identifies and develops operational plans

as per the organization procedures

20. Performs staff establishment in line with

organization organogram

48
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
21. Identifies Gaps in staffing as per organ-
ization organogram
22. Identifies vacant positions are identified
as per organization organogram

23. Develops Job description for vacant pos-

itions as per organization objectives

24. Develops and implements a recruitment

plan as per organization policy

25. Carries out Shortlisting of applicants as

per the organisation policy

26. Conducts and analyses Interviews as per

organization policy

27. Reviews agreed targets as per the per-

formance contract

28. Sets targets per organization objectives

29. Identifies achievements and under-

achievement’s as per the performance

49
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
contract
30. Prepares a report on staff appraisal as
per organization policy

31. Identifies gaps in staff capacity as per

organization human resource policy
32. Prepares a report as per identified staff
capacity needs

33. Negotiates targets as per organization

objectives
34. Identifies organization objectives as per
organization mission and vision and stra-
tegic plan
35. Identifies areas of staff reward as per
staff performance
36. Establishes criteria for reward as per or-
ganization policy
37. Establishes mentorship programme as
per organization human resource policy

38. Identifies mentors and mentees as per

mentorship programme

50
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
39. Empowers mentor and mentee through
training as per mentorship programme

40. Conducts mentorship as per the mentor-

ship programme
41. Develops feedback system as per ment-
orship programme

42. Inspects Workplace to identify areas that

pose risk to staff as per working environ-
ment

43. Develops human resource Safety and se-

curity policy as per labour laws and
working environment

44. Trains Staff on safety and security

policy as per organization objectives

45. Maintains records of incidents as per

safety and security policy

46. Prepares a report as per safety and secur-

51
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
ity policy

47. Identifies key areas and positions as per

human resource policy

48. Identifies capabilities for key areas and

positions as per human resource policy

49. Identifies and assesses Interested em-

ployees against their capabilities

50. Develops succession and knowledge

transfer plans as per key areas and posi-
tions

ATTITUDES (WORKER BEHA-

VIOURS)
The mentee is:
51. Sympathetic
52. Discrete and Ethical

52
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
53. A Conflict Manager
54. Punctual
55. Supportive
56. Emotionally stable
57. Flexible
58. Modest in dressing
59. Self-aware
60. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 30 of the 60 (50%) items of evaluation correct and
2. Items 19, 21, 22, 30, 35, 43, 45 and 48 correct.

53
 APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

54
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

55
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

56
 2. OVERSEE FINANCIAL OPERATIONS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Proper maintenance of financial records
2. Financial reconciliations
3. Budgets
4. Economic reports
5. Liquidity policy
6. Financial statements
7. Regulatory reports
8. Credit policy & Loan Delinquency
9. Auditing operations

57
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
SKILLS
The mentee:
10. Develops a procedure for recording
transactions as per accounting standards
11. Records incoming and outgoing records
(Source documents) as per accounting
policy

12. Files source documents

13. Records source documents in journals as
per accounting standards
14. Posts accounting records to the ledgers
as per accounting standards

15. Develops financial reconciliation plan as

per accounting policy

16. Prepares financial reconciliation state-

ments as per organization plan e.g.,
Bank reconciliation, debtors and credit-
ors reconciliations etc.
17. Prepares Financial reconciliation reports

58
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
are prepared as per organization policy

18. Prepares and implements action plans

schedule as per organization policy

19. Compares budgets with actual expendit-

ures i.e., Trial balance as per organiza-
tion policy

20. Prepares economic report as per organ-

ization policy
21. Takes action plans in line with the eco-
nomic report

22. Identifies and sets cash inflows and out-

flows in line with liquidity policy

23. Prepares report in line with liquidity

policy
24. Takes corrective action as per findings
of the report

25. Prepares Financial statements as per

GAAPS and IAS/IFRS
59
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
26. Submits financial statements to the regu-
latory authority and/or Cooperative
Commissioner as per the Sacco Society
Act and Cooperative Society Act
27. Prepares Regulatory reports in line with
Cooperative Society Act and/or Sacco
Society Act
28. Presents regulatory reports to the board
for adoption and approval as per Co-
operative Society Act and/or Sacco So-
ciety Act
29. Submits regulatory reports to the relev-
ant authorities as per the Cooperative
Society Act and/or Sacco Society Act

30. Develops the credit policy in line with

the organization By-laws, Sacco Society
Act, SASRA Act, Cooperative Society
Act
31. Prepares the loan ageing schedule as per
credit policy

32. Carries out a loan ageing analysis out as

per credit policy
60
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
33. Develops audit policy in line with the
organization By-laws, Sacco Society
Act, SASRA Act, Cooperative Society
Act and GAAS

34. Develops audit plans are developed as

per audit policy

35. Prepares audit reports are prepared as

per audit policy

36. Implements audit report recommenda-

tions implemented as per audit policy

37. Reviews previous year budget data in

line with actual performance
38. Prepares budget projections in line with
organization strategic plan
39. Implements approved budgets as per
workplace policy

40. Identifies Financial resource safety and

security risks as per organization previ-

61
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
ous experience

41. Develops financial resource safety and

security policy as per audit policy.

42. Puts in place Control measures (both

physical and system controls) as per the
financial resource safety and security
policy

43. Reviews Control measures to assess

their effectiveness in line with the finan-
cial resource safety and security policy

44. Prepares report as per financial resource

safety and security policy

ATTITUDES (WORKER BEHA-

VIOURS)
The mentee is:
45. Supportive

62
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
46. Emotionally stable
47. Flexible
48. Commercially aware
49. Self-motivated
50. Modest in dressing
51. Self-aware
52. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 26 of the 52 (50%) items of evaluation correct and
2. Items 10, 13, 16, 17, 20, 29, 31, 41 and 43 correct.

63
 APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/NO. Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

64
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

65
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

66
 3. OVERSEE MARKETING OF COOPERATIVE SOCIETY PRODUCTS AND SERVICES

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Products and services feasibility study
2. Development of new cooperative
products and services
3. Marketing plans
4. Promotion of cooperative products and
services
5. Post marketing activities
6. Create and maintain corporate image
7. Manage customer care services
8. Bench marking

67
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
SKILLS
The mentee:
9. Identifies current products and services
are identified in line with the organiza-
tion policy/By-laws

10. Conducts a preliminary analysis of cur-

rent products and services is conducted
in line with organization strategic plan

11. Develops a feasibility study plan is de-

veloped in line with the strategic plan

12. Conducts a market survey to identify ex-

isting gaps as per the feasibility plan

13. Analyses data from the market survey as

per the workplace procedures

14. Prepares a products and services feasib-

ility study report in line with the organ-

68
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
ization policy and SASRA guidelines

15. Identifies new products and services as

per the feasibility study report

16. Develops a product and services devel-

opment plan as per organization policy

17. Implements the product and services de-

velopment plan to meet the needs/gaps
identified in the market survey

18. Develops marketing policy in line with

the strategic plan

19. Identifies and develops a marketing plan

as per organization strategic plan and
marketing policy
20. Identifies strategies and cost structures
for promotion of products and services
as per the strategic plan
21. Conducts promotion of cooperative
products and services

69
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
22. Collects data on performance of new
products and services for analysis as per
the marketing policy and strategic plan

23. Analyses data to determine actual per-

formance of new products and services
as per marketing policy

24. Prepares a report in line with marketing

policy

25. Implements recommendations of the re-

port in line with strategic plan and mar-
keting policy

26. Reviews current corporate image status

in line with strategic plan, Mission and
Vision
27. Carries out bench marking to establish
status of competitors in line with best in-
dustry practices

28. Prepares a report in line with reviewed

70
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
corporate image and benchmarking res-
ults

29. Implements Recommendations of the re-

port as per organization strategic plan

30. Develops customer care policy in line

with organization objectives

31. Reviews Current customer care services

in line with marketing policy/organiza-
tion goals/ strategic plan

32. Prepares a report on current customer

care services in line with marketing
policy

33. Implements recommendations of the re-

port as per organization strategic plan/
marketing policy

ATTITUDES (WORKER BEHA-

VIOURS)

71
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
The mentee is:
34. Innovative
35. Curious
36. Adaptable
37. Punctual
38. Supportive
39. Emotionally stable
40. Flexible
41. Modest in dressing
42. Self-aware
43. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 21 of the 43 (50%) items of evaluation correct and
2. Items 9, 10, 11, 14, 16, 18, 22, 23, 27 and 33 correct.

72
 APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

73
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

74
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks

column which areas the mentee need to improve on)

75
 4. MANAGE OPERATION SYSTEMS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Operations system policy
2. System needs assessment
3. Market survey
4. System acquisition and installation
5. Operations system performance
6. System performance maintenance
7. System safety and security
8. Maintenance of the system
SKILLS
The mentee:

76
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
9. Develops operations system policy in
line with organization objectives/ stra-
tegic plan

10. Reviews current operations system in

line with operation system policy

11. Identifies Gaps in the current operations

system in line with the operations sys-
tem policy

12. Carries out market survey on current op-

erations systems with view of establish-
ing new trends in line with identified
gaps

13. Reviews recommendations of the opera-

tion system report for implementation in
line with the operation system policy/
strategic plan
14. Installs Operations system as per tender
documents specifications/ organization

77
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
policy

15. Analyses operations system performance

in line with organization policy

16. Identifies non-performance areas of the

operations system in line with organiza-
tion policy
17. Takes corrective action to improve per-
formance of the operation system in line
with organization policy

18. Carries out an operation system inspec-

tion out to identify areas of weakness in
line with organization policy

19. Develops an operations system safety

and security policy in line with organiza-
tion policy

20. Trains Staff on system safety and secur-

ity in line with operations system safety
and security policy/ Human Resource

78
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
Policy

21. Maintains records of incidents as per op-

erations system safety and security
policy

22. Prepares a report as per operations sys-

tem safety and security policy

23. Carries out regular operations system

maintenance monitoring in line with Op-
erations System maintenance policy

24. Prepares an operation system mainten-

ance report in line with Operations Sys-
tem maintenance policy

25. Implements report recommendations in

line Operations System maintenance
policy

ATTITUDES (WORKER BEHA-

VIOURS)

79
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
The mentee is:
26. Aware of internal and external customer
needs
27. Punctual
28. Supportive
29. Emotionally stable
30. Flexible
31. Modest in dressing
32. Self-aware
33. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 17 of the 33 (50%) items of evaluation correct and
2. Items 9,12,14,16,17,20,24 and 25 correct.

80
 APPENDIX 1

SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

81
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

82
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

83
 5. MANAGE COOPERATIVE SOCIETY PERFORMANCE

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/NO. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessmen review for any assessed as marked scripts
(NA) t record: record: needs to improve (written and/oral),
To current Need to Need to (as agreed with Observation check-
area of improve improve (NI) mentor) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Society performance indicators
2. Cooperative society performance targets
3. Departmental performance appraisal
4. Cooperative society performance
5. Action plans
SKILLS
The mentee:
6. Formulates cooperative society object-
ives in line with the strategic plan

7. Formulates cooperative society perform-

ance indicators in line with organization

84
S/NO. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessmen review for any assessed as marked scripts
(NA) t record: record: needs to improve (written and/oral),
To current Need to Need to (as agreed with Observation check-
area of improve improve (NI) mentor) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
objectives/ strategic plan

8. Identifies measurable performance in-

dicators in line with organization object-
ives/ strategic plan

9. Identifies organization objectives as per

organization mission and vision and
strategic plan

10. Negotiates departmental targets as per

organization objectives

11. Sets agreed performance targets as per

organization objectives

12. Analyses departmental performance in

line with organization objectives
13. Compares actual departmental perform-
ance with the set performance targets in
line with performance contract/ Human
resource policy
14. Identifies variances in line with organiz-

85
S/NO. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessmen review for any assessed as marked scripts
(NA) t record: record: needs to improve (written and/oral),
To current Need to Need to (as agreed with Observation check-
area of improve improve (NI) mentor) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
ation objectives/ set performance tar-
gets/ performance contracts

15. Prepares a report in line with organiza-

tion policy

16. Identifies departments/ areas with very

high/low performance as per the per-
formance report/ organization objectives

17. Prepares action plan in line with the or-

ganization objectives/ strategic plan

18. Implements action plans as approved by

Management board

ATTITUDES (WORKER BEHA-

VIOURS)
The mentee is:
19.
Able to think critically
20. Punctual

86
 S/NO. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessmen review for any assessed as marked scripts
(NA) t record: record: needs to improve (written and/oral),
To current Need to Need to (as agreed with Observation check-
area of improve improve (NI) mentor) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
21. Supportive
22. Emotionally stable
23. Flexible
24. Modest in dressing
25. Self-aware
26. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 13 of the 26 (50%) items of evaluation correct and
2. Items 6,9,11,12,13 and 17 correct.

87
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

88
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

89
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

90
 6. OVERSEE COOPERATIVE SOCIETY PUBLIC RELATIONS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Public relations policy
2. PR strategies and campaigns
3. Stakeholder linkages and partnerships
4. Channels of disseminating the informa-
tion
5. Society communications
6. Memorandums of Understanding
(MOUs)
SKILLS
The mentee:

91
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
7. Develops public Relations Policy in line
with organization policy

8. Identifies and develops PR strategies and

campaigns in line with the PR policy

9. Identifies stakeholders and partners in

line with the PR policy

10. Selects stakeholders to collaborate with

as per PR policy

11. Drafts memorandums of Understanding

(MOUs) in line with PR Policy

12. Negotiates draft MOUs with selected

stakeholders in line with PR Policy

13. Signs finalized MOUs with various se-

lected stakeholders in line with PR
Policy

14. Identifies information to be disseminated

92
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
in line with PR Policy

15. Identifies channels of disseminating the

information in line with PR Policy

16. Disseminates information to recipients

as per PR Policy

17. Establishes communication channels in

line with PR Policy/Human Resource
Policy

18. Monitors effectiveness of communica-

tion as per PR Policy/Human Resource
Policy

ATTITUDES (WORKER BEHA-

VIOURS)
The mentee is:
19. Effective in presentation
20. Punctual

93
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
21. Attentive to details
22. Supportive
23. Creative
24. Emotionally stable
25. Flexible
26. Modest in dressing
27. Self-aware
28. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 14 of the 28 (50%) items of evaluation correct and
2. Items 7,8,11,14, and 18 correct.

94
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/NO. Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

95
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

96
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

97
 7. PERFORM COOPERATIVE SOCIETY’S STRATEGIC PLANNNING

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Strategic management
2. Principles and practice of management
3. Strategic plan
4. Monitoring and evaluation
5. Variance analysis
6. Report writing
SKILLS
The mentee:
7. Clarifies Organization vision and mis-
sion as per
organization objectives

98
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
8. Carries out SWOT analysis in line with
organization objectives
9. Identifies priorities agreed upon as per
the SWOT analysis/organization object-
ives
10. Develops strategic plan in line with or-
ganization
objectives and SWOT analysis

11. Identifies tasks to be performed under

the strategic plan as per strategic plan
12. Implements Strategic plan as per organ-
ization budget

13. Prepares monitoring tool in line with or-

ganization policy
14. Implements the monitoring tool to col-
lect
information about implementation of the
strategic plan

15. Develops monitoring and evaluation tool

in line with organization policy

99
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
16. Develops monitoring and evaluation
plan in line with organization policy
17. Implements M&E tool is done in line
with the M&E plan
18. Carries out evaluation in line with M&E
tool

19. Compares expected and actual outcomes

as per the monitoring and evaluation tool
20. Prepares a report on monitoring and
evaluation
21. Implements report recommendations as
per
organization objectives/ policy
ATTITUDES (WORKER BEHA-
VIOURS)
The mentee is:
22. Organized
23. Analytical
24. Time conscious

100
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
25. Negotiator
26. Able to communicate
27. Able to work in a team
28. Emotionally stable
29. Flexible
30. Modest in dressing
31. Self-aware
32. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 16 of the 32 (50%) items of evaluation correct and
2. Items 7,8,9,10,11,12,13,14, 15,17 and 21 correct.

101
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

102
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

103
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

104
 8. PERFORM SECRETARIAL SERVICES

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Cooperative law
2. Cooperative management
3. Commercial law
4. Risk management
5. Records management
6. Labour laws
7. Cooperative society’s Act 2004
8. SASRA Act 2010
9. Finance Bills and Acts
10. Banking Acts

105
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
11. Investment and returns
12. Capacity building
SKILLS
The mentee:
13. Identifies key areas to be reported to the
board
14. Prepares a schedule of activities to be re-
ported in line with strategic plan
15. Prepares a report on the operations/
achievements to be reported as per the
strategic plan
16. Prepares a schedule of board meetings
17. Presents a report in line with the meeting
schedule/ strategic plan
18. Notes recommendations for a final re-
port in line with organization policy/
strategic plan

19. Identifies key areas to be reported to the

staff as per board reports

106
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
20. Identifies Staff/personnel to invite to the
meeting in line organization operations
policy /Board reports
21. Plans a meeting in line with organization
operations policy/strategic plan
22. Discusses cooperative society in line
with identified areas
23. Sorts feedback in line with identified
areas
24. Identifies existing laws and regulations
in line with the organization operations/
industry operations
25. Identifies current changes in various
laws and regulations in line with organ-
ization operations/ industry operations
26. Identifies Investment opportunities in
line with the strategic plan/ organization
operations/ industry operations
27. Identifies society operations/best prac-
tices for better board decision making
28. Prepares approved contracts and docu-
ments in line with organization opera-
tions/policy

107
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
29. Prepares approved electronic funds
transfer/
payment voucher/cheques in line with
organization policy.
30. Organizes a scheduled meeting for sign-
ing various prepared contracts/docu-
ments electronic funds transfer/payment
vouchers/cheques in line with
organization policy/By-laws
31. Prepares a records management policy in
line with organization policy/laws
32. Identifies records to be maintained as
per records management policy
33. Identifies methods of records mainten-
ance in line with the records manage-
ment policy/laws
34. Maintains records in line with the re-
cords
management policy
35. Identifies management board training
needs
36. Prepares training schedule in line with
organization budget/strategic plan

108
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
37. Implements training schedule in line
with budget/organization policy/strategic
plan

ATTITUDES (WORKER BEHA-

VIOURS)
The mentee is:
38. Time conscious
39. Analytical
40. Able to communicate
41. Able to work in a team
42. Emotionally stable
43. Flexible
44. Modest in dressing
45. Self-aware
46. Open to feedback

109
Note:
To be declared competent, the mentee must get:
1. 24 of the 47 (50%) items of evaluation correct and
2. Items 13,14,15,16,17,19,20,24,25,26,28,29,31,34 and 36 correct.

110
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

111
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

112
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

113
 9. MANAGE COOPERATIVE SOCIETY POLICIES

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Human resource
2. Finance
3. Credit
4. Procurement
5. Records management
6. Risk management
7. Auditing
8. Monitoring and evaluation
9. Cooperative Law
10. Cooperative management
11. Principles and practice of management

114
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
12. Strategic management
SKILLS
The mentee:
13. Identifies areas for policy development
14. Identifies Laws and regulations govern-
ing policy
formulation in line with organization op-
erations
15. Develops policy formulation plan in line
with organization operations
16. Formulates policies in line with policy
formulation plan

17. Identifies areas to be guided by the

policies as per formulated policies
18. Prepares policies implementation sched-
ule in line with organization operations
19. Implements policies in line with the im-
plementation schedule
20. Develops monitoring and evaluation tool
21. Develops monitoring and evaluation

115
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
plan
22. Implements M&E tool in line with the
M&E plan
23. Carries out evaluation in line with M&E
tool
24. Assesses organization’s policies in line
with organization objectives
25. Compares expected and actual outcomes
as per the monitoring and evaluation tool
26. Identifies policy variances as per the
strategic plan/ cooperative society Act/
SASRA Act
27. Prepares a report as per the organization
policy
28. Implements report recommendations as
per organization objectives
ATTITUDES (WORKER BEHA-
VIOURS)
The mentee is:
29. Time conscious
30. A team player

116
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
31. Able to communicate
32. Analytical
33. Flexible
34. Modest in dressing
35. Self-aware
36. Open to feedback

Note:
To be declared competent, the mentee must get:
1. 18 of the 36(50%) items of evaluation correct and
2. Items 14,15,16, 17,19, 21, 22, 23, 25 and 26 correct.

117
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

118
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

119
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

120
 10. COMPLIANCE WITH ACTS AND REGULATIONS

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Corporate Governance
2. Company law
3. Cooperative law
4. Monitoring and Evaluation
5. Variance analysis
6. Business law
7. Ethics
8. Strategic management
SKILLS
The mentee:

121
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
9. Identifies organization operations/ob-
jectives
10. Identifies Acts and regulations in line
with organization operations/objectives
11. Analyses Acts and regulations in line
with organization operations/objectives

12. Identifies areas to be guided by the Acts

and
regulations
13. Identifies provisions of the Acts and reg-
ulations to be implemented in line with
organization operations
14. Prepares an implementation schedule in
line with organization operations/ budget
15. Implements provisions of the Acts and
regulations in line with the implementa-
tion schedule
16. Develops monitoring and evaluation tool
17. Develops monitoring and evaluation
plan
18. Implements M&E tool in line with the
M&E plan

122
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
19. Carries out evaluation is in line with
M&E tool
20. Identifies areas of non-compliance in
line with Acts and regulations
21. Prepares a report in line with Acts and
regulations
22. Prepares a compliance plan in line with
Acts and regulations/sanctions
23. Implements corrective measures in line
with the compliance plan
ATTITUDES (WORKER BEHA-
VIOURS)
The mentee is:
24. Punctual
25. Supportive
26. Flexible
27. Modest in dressing
28. Self-aware
29. Open to feedback

123
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
30. Able to communicate
31. Analytical
32. Organized
33. Able to think critically
34. Problem solver

Note:
To be declared competent, the mentee must get:
1. 17 of the 34 (50%) items of evaluation correct and
2. Items 9,10,12,13,14,17,21, and 22 correct.

124
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

125
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

126
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

127
 11. MANAGE CORPORATE SOCIAL RESPONSIBILITY

Mentor and mentee: Please fill information for each of the three sections in the respective columns. Initials should be used as given in the
header below.
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
KNOWLEDGE Self-as- Mentor re-
The mentee demonstrates knowledge of: sessment view
1. Public relations
2. Principles and practice of management
3. Corporate governance
4. Ethics
5. Customer care
6. Organizational Behaviour
7. Monitoring and Evaluation
8. Sources of funding
9. Strategic management
SKILLS

128
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
The mentee:
10. Develops a Cooperate Social Responsib-
ility (CSR) policy in line with the organ-
ization objectives/strategic plan
11. Identifies CSR activities in line with the
CSR policy
12. Identifies CSR stakeholders in line with
the CSR
Policy
13. Analyses CSR policy in line with the Or-
ganization
Policy

14. Identifies sources of funding the CSR

activities per the CSR policy

15. Prepares CSR activity budgets in line

with organization resources/sponsor-
ships
16. Prepares consolidated CSR budget in
line with the CSR policy
17. Prepares CSR activities schedule in line
with the CSR Policy

129
S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
18. Prepares a CSR plan in line with CSR
activities
Schedule
19. Implements CSR plan in line with CSR
Policy/budget
20. Develops monitoring and evaluation tool
21. Develops monitoring and evaluation
plan
22. Implements M&E tool in line with the
M&E plan
23. Carries out evaluation in line with M&E
tool
24. Assesses organization’s CSR activities
in line with CSR Activities schedule
25. Compares expected and actual outcomes
as per the monitoring and evaluation tool
26. Identifies CSR activity variances as per
the CSR
Activities schedule
27. Prepares a report
28. Implements report recommendations as
per
organization objectives/ CSR policy/

130
 S/N. Items for evaluation (knowledge, skills Not Self- Mentor Record action plan Evidence e.g.,
and attitudes) applicable assessment review for any assessed as marked scripts
(NA) record: record: needs to improve (as (written and/oral),
To current Need to Need to agreed with mentor) Observation check-
area of improve improve (NI) list, products, pho-
practice (NI) Or met (ini- tos and videos of
Or met tials & date) products and ser-
(date) vices etc.
Strategic plan
ATTITUDES (WORKER BEHA-
VIOURS)
The mentee is:
29. Time conscious
30. Able to work in team
31. Analytical
32. Able to communicate
33. Flexible
34. Modest in dressing
35. Self-aware
36. Open to feedback
37. Good at customer care

Note:
To be declared competent, the mentee must get:

131
1. 18 of the 37 (50%) items of evaluation correct and
2. Items 10,11,12,13,14,16,17,18,19,20,22,23,25 and 27 correct.

132
 APPENDIX 1
SUMMARY OF TOTAL PERIOD OF MENTORING

S/N Section/ Department Period (Weeks/days)

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

133
APPENDIX 2
MENTOR SUMMARY REPORT

NAME OF TRAINEE: …………………………………………………………….…………….…………….…………….

REGISTRATION CODE OF TRAINEE: ……………………………………….…………….…………….…………….

NAME OF TRAINEE’S INSTITUTION: ……………………………………….…………….…………….…………….

NAME OF MENTOR …………………………………………………………….…………….…………….…………….

DESIGNATION ………………………………………………………………………………….…………….…………….

ORGANIZATION ……………………………………………………………………………….…………….…………….

DATE ……………………………………………………………………………….…………….…………….…………….

SIGNATURE AND STAMP …………………………………………………………………….…………….…………….

134
Evaluation Remarks

Please tick as appropriate

The mentee was found to be:

Competent

Not Yet Competent

(If not yet competent, please specify in the remarks column which
areas the mentee need to improve on)

135