CFA Society Atlanta

Thank you for being part of our Mentorship Program. Your feedback is invaluable in helping us strengthen and enhance future cohorts.

Please take a few minutes to complete this survey. It should take approximately 10–15 minutes, and your insights will directly inform how we continue to improve this experience for all participants.

ROLE & TOPLINE OUTCOMES

* Overall Program Rating How would you rate your overall experience in the CFA Atlanta Society Mentorship Program?

Excellent

Very Good

Average

Fair

Poor

* Net Promoter Score How likely are you to recommend this Mentorship Program to a colleague or peer?

Extremely Likely

Very Likely

Likely

Not Likely

Extremely Unlikely

* Role: Your role in the program?

Mentor

Mentee

Both mentor and mentee

What is the main reason for your score?

ENGAGEMENT & CADENCE

* Number of mentoring meetings across the program

2-3

4-5

6-8

None

Meeting Frequency: What was the typical frequency of your mentoring sessions?

Weekly

Bi-weekly

Monthly

Less than monthly

Other

* Was that cadence adequate for your needs?

Yes

Not sure

If you selected NOT SURE above, please provide details.

* In the first 30 days, did you and your mentor/mentee establish the basics (goals + cadence + preferred communication method)?Early structure

Yes, all three

Yes, some of these

No I don't recall

MATCH QUALITY & RELATIONSHIP HEALTH

* Match qualityDo you feel you and your mentor/mentee were a good match?

Yes

Somewhat

Not enough interaction to judge

* Relationship health mini-scale

We had mutual commitment to show up and follow through

Communication between us was reliable (responses within a reasonable timeframe)

Meetings felt useful and goal-directed (not just "catching up")

I felt comfortable being honest about challenges (professional or developmental)

=We had a clear, respectful plan for closure or continuation after the program

* If your match drifted or underperformed, what were the main reasons?

Scheduling/time constraints (mentor)

Scheduling/time constraints (mentee)

Unclear expectations of roles/responsibilities

Mismatch in goals or career interests Communication challenges / slow responsiveness

Uncertainty about what to discuss / how to structure meetings

Needed a re-match but didn't know how / didn't feel comfortable asking

* Escalation and supportWhen issues came up, did you reach out to the program team for help (coaching, mediation, or re-match)?

Yes, and it helped

Yes, but it did not help

No issues came up

If NO above, what stopped you?

I didn't know I could

I didn't know how

I didn't want to reflect poorly on anyone

I assumed nothing would change

Other

PROGRAM COMPONENTS

* What did you participate in?

Kick-off meeting

Mentoring sessions (1:1 or group)

Workshops / career panels Community engagement (e.g., LinkedIn group)

Monthly Career Meet-ups

Check-ins

CareerDev email support

Graduation celebration

* Most valuable componentsWhich 3 components created the most value for you?

Kick-off meeting

Mentoring sessions (1:1 or group)

Workshops / career panels Community engagement (e.g., LinkedIn group)

Monthly Career Meet-ups

Check-ins

CareerDev email support

Graduation celebration

* Program support qualityOverall, the program communications, resources, and support made it easy to participate.

Strongly Agree

Agree

Somewhat Agree

Disagree

Strongly Disagree

IMPACT & OUTCOMES

* What did the program influence for you?Professional growth outcomes (select all the apply)

Career clarity

Professional confidence

Network expansion

Leadership skills

Industry knowledge / perspective

Communication / presence

Other

If you selected OTHER above, please provide details.

* Concrete benefitWhat is one concrete benefit you gained? (e.g., a decision you made, an opportunity you pursued, a skill you practiced, a connection you made.)

* Do you plan to continue your relationship with your mentor/mentee after the program ends?Continue relationship after program

Yes

Undecided

FUTURE PROGRAM DESIGN & MATCHING

* If we could improve only one thing next year, what should it be?(select one)

Matching process

Expectations / onboarding (clarity of roles + structure)

Accountability and follow-through (preventing drift)

Program communications and logistics

Events/programming (workshops, gatherings)

Support when issues arise (mediation / re-match pathway)

Other

If you selected OTHER above, please provide details.

* Which changes would most reduce drift and improve completion? (selec up to two)

A required "first meeting" by a set deadline

A simple mentoring agreement (goals + cadence + expectations)

Short monthly relationship-health check-ins

Easier re-match process (clear trigger + fast timeline)

Program-provided agenda templates and goal tracking

Group mentoring option for those with less time

If you selected OTHER above, please provide details.

ADVOCACY, TESTIMONIALS & FOLLOW-UP

* Future involvement(select all that apply)

Participating in future cohorts

Serving on the committee

Sharing your success story/testimonial

Helping promote the program

None of the above

* Contact InfoName & Email

Anything else we should know?

ROLE-SPECIFIC ADD-ONS

MENTEE (Only answer if this was your role)

* My mentor was responsive and reliableMentee-only block

Yes

Somewhat

My mentor helped me clarify goals and next steps.

Yes

Somewhat

What is one thing you wish your mentor had done differently?

MENTOR (Only answer if this was your role)

My mentee was responsive and reliable.

Yes

Somewhat

My mentee came prepared and followed through on agreed actions.

Yes

Somewhat

What is one thing you wish your mentee had done differently?

Name:

E-mail:

Members Log In
CFA Society Atlanta ID:

Password:

	Forgot Username/Password?

Surveys

Mentorship Program End-of-Program Survey (FY26 Cohort)

ROLE & TOPLINE OUTCOMES

ENGAGEMENT & CADENCE

MATCH QUALITY & RELATIONSHIP HEALTH

PROGRAM COMPONENTS

IMPACT & OUTCOMES

FUTURE PROGRAM DESIGN & MATCHING

ADVOCACY, TESTIMONIALS & FOLLOW-UP

ROLE-SPECIFIC ADD-ONS

MENTEE (Only answer if this was your role)

MENTOR (Only answer if this was your role)