Mentoring and Coaching Policy

Mentoring and Coaching Policy

As a registered charity, [Charity name] is committed to supporting personal development, learning, and capacity-building through effective mentoring and coaching.
This Mentoring and Coaching Policy sets out the principles, standards, and governance arrangements for mentoring and coaching activities undertaken within or on behalf of the Charity.

The Trustees recognise that mentoring and coaching can enhance skills, confidence, leadership, and wellbeing, contributing positively to individual development and organisational effectiveness.

Purpose of the Policy

1.1 The purpose of this Policy is to:

  • Promote consistent, ethical, and effective mentoring and coaching practices.
  • Support learning, development, and performance.
  • Clarify roles, responsibilities, and boundaries.
  • Ensure mentoring and coaching activities align with the Charity’s values and objectives.

1.2 This Policy provides a framework for safe, respectful, and accountable mentoring and coaching relationships.

Scope of the Policy

2.1 This Policy applies to:

  • Trustees.
  • Employees.
  • Volunteers.
  • Mentors and coaches engaged by or on behalf of the Charity.

2.2 It applies to all formal mentoring and coaching arrangements supported, facilitated, or endorsed by the Charity.

Definitions

3.1 Mentoring is defined as:

A supportive relationship in which a more experienced individual provides guidance, advice, and encouragement to support personal or professional development.

3.2 Coaching is defined as:

A structured, goal-focused process that supports individuals to develop skills, insight, and performance through reflection and facilitated learning.

Principles of Mentoring and Coaching

4.1 The Charity’s mentoring and coaching activities are guided by the following principles:

  • Respect, trust, and professionalism.
  • Voluntary participation.
  • Confidentiality and ethical conduct.
  • Equality, inclusion, and accessibility.
  • Learning, development, and empowerment.

4.2 Mentoring and coaching must support, not replace, management, supervision, or formal performance processes.

Objectives of Mentoring and Coaching

5.1 Mentoring and coaching may be used to:

  • Support personal growth and confidence.
  • Develop skills, knowledge, and leadership.
  • Enhance wellbeing and resilience.
  • Support transition, progression, or change.

5.2 Objectives should be:

  • Clear and agreed at the outset.
  • Reviewed periodically.

Roles and Responsibilities

6.1 Mentors and Coaches

6.1.1 Mentors and coaches must:

  • Act ethically, respectfully, and professionally.
  • Maintain appropriate boundaries.
  • Support learning without imposing views or decisions.

6.1.2 Mentors and coaches must not:

  • Provide legal, medical, or therapeutic advice unless qualified and authorised.
  • Use the relationship for personal gain.

6.2 Mentees and Coachees

6.2.1 Mentees and coachees are expected to:

  • Engage actively and responsibly.
  • Take ownership of their learning and development.
  • Respect agreed boundaries and confidentiality.

6.3 Charity Responsibilities

6.3.1 The Charity will:

  • Provide clarity on the purpose and scope of mentoring and coaching.
  • Support safe and appropriate arrangements.
  • Address concerns or issues promptly.

Establishing Mentoring and Coaching Relationships

7.1 Mentoring and coaching arrangements should:

  • Be agreed voluntarily by all parties.
  • Have a clear purpose and duration.

7.2 Expectations may be set out in a written agreement where appropriate.

Confidentiality and Trust

8.1 Mentoring and coaching discussions are confidential unless:

  • There is a safeguarding concern.
  • There is a legal obligation to disclose information.
  • There is a serious risk to individuals or the Charity.

8.2 Confidentiality boundaries must be explained clearly at the outset.

Safeguarding and Duty of Care

9.1 Mentoring and coaching activities must comply with:

  • The Charity’s Safeguarding Policy.
  • Relevant codes of conduct.

9.2 Safeguarding concerns must be reported immediately in accordance with safeguarding procedures.

Equality, Diversity, and Inclusion

10.1 The Charity is committed to:

  • Ensuring mentoring and coaching opportunities are fair and inclusive.
  • Making reasonable adjustments where required.

10.2 Discrimination or bias in mentoring and coaching relationships will not be tolerated.

Training and Support

11.1 The Charity may:

  • Provide guidance or training for mentors and coaches.
  • Offer ongoing support and supervision where appropriate.

11.2 Training will be proportionate to the nature and scale of mentoring and coaching activities.

Monitoring and Review of Relationships

12.1 Mentoring and coaching arrangements may be:

  • Reviewed periodically.
  • Concluded by mutual agreement.

12.2 Either party may end the relationship at any time, without detriment, by notifying the Charity.

Managing Concerns and Complaints

13.1 Concerns about mentoring or coaching arrangements should be:

  • Raised promptly.
  • Managed fairly and sensitively.

13.2 Serious concerns may be escalated under relevant policies, including safeguarding or complaints procedures.

Governance and Responsibility

14.1 The Board of Trustees has overall responsibility for oversight of mentoring and coaching within the Charity.

14.2 Day-to-day coordination may be delegated, but accountability remains with the Trustees.

Monitoring and Review

15.1 This Policy will be reviewed:

  • At least annually, or
  • Following significant changes in activities or best practice.

15.2 Any amendments must be approved by the Board of Trustees.

Conclusion

By adhering to this Mentoring and Coaching Policy, [Charity name] ensures that mentoring and coaching activities are ethical, supportive, and effective, fostering learning, development, and wellbeing while maintaining appropriate boundaries, safeguarding, and accountability.

Signed: ………………………………………
Chair of the Board of Trustees

Date: ………………………………………

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Disclaimer:

Naail & Co provides these policy templates solely as guidelines or standard templates to assist charities in developing their own policies in accordance with Charity Commission England & Wales compliance. These templates are not intended to serve as legal or professional advice, and Naail & Co cannot be held responsible or liable for any outcomes arising from their use. It is essential that each registered charity carefully tailors and customizes these policies to reflect its specific needs, structure, and legal obligations. We strongly recommend that charities seek independent legal or professional advice to ensure compliance with all relevant laws and regulations.

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