2014 bofa mentor prgm
TRANSCRIPT
2014 Internal Mentor Program“Branding Success”
Southern California Chapter of the Black Professional Group Presents…
Leadership & Development CommitteeCharisse Anderson and Adrienne Reed, Co-Chairpersons
Mentorship is a personal developmental relationship that allows the mentor to impart wisdom, experience and create a bi-lateral engagement to help a mentee to develop and grow in the workplace. However, true
mentoring is more than just answering occasional questions or providing ad hoc help. It is about an ongoing relationship of learning, dialogue, and challenge.
“….a process by which a wise and helpful guide or advisor uses experience to show a person how to avoid mistakes he or she made earlier in his career or otherwise help advance the individual in her career.”—The Mentoring Advantage: Creating the Next Generation of Leaders by Florence Stone
“In the end mentoring is all about relationships, all about human growth and potential, all about skills and the spirit within.”
What is Mentoring?
skills and the spirit within.”—The Mentoring Advantage: Creating the Next Generation of Leaders by Florence Stone
Southern California Black Professional Group Leadership and Development Committee 2
PurposeTo develop leaders/talent for our company and community through an exclusive mentor program focused on the direction and needs of our local chapter— highlighting career growth and development.
- Provide coaching and feedback to enhance career development- Facilitate open discussion on leadership and interpersonal skills- Encourage continuous learning and growth- Obtain career advice and understanding- Share personal growth experiences
PlanLeverage available resources and sister employee network groups to develop a foundation for our program to be customized to our chapter and membership.
-Develop working partnership with the Atlanta chapter of BPG
Program Overview
-Develop working partnership with the Atlanta chapter of BPG-Obtain and review materials from the Ventura County LEAD chapter program-Discuss and review external mentor program structure for guidance-Survey membership base to gauge member interest, forecast member participation, grasp an understanding of the mentor relationship needs/requests of our membership
Structure• A personalized 10-month program with quarterly presentation series and assignment options with
culminating project- Each activity will focus on teaching the importance of self branding in the development of one’s career- Leverage strengths of leaders within chapter for quarterly presentations- Each mentor/mentee pair will have an assigned leadership/development committee member for periodic
check-in
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All Participants—Must honor 10 month commitment—Participation in external program events (i.e. teaching financial literacy, etc.)—Active volunteer participation at community events—Minimum meets/meets 2013 PDP rating—Attend quarterly tele-presence presentations with guest speakers—Complete survey/phone interview to create database for pairing
Mentors—Recommended participation in the 360 Degree Feedback Survey—Schedule virtual tele-presence meetings for interactive sessions—Meet with your mentee in person at least 3 times, outside of program scheduled activities
Participant Requirements
—Meet with your mentee in person at least 3 times, outside of program scheduled activities—Leverage Harvard Business Reviews, TED Talks (available on eAbstract), and other developmental activities to assist with your mentee’s career development
Mentees—Seek approval from direct management—Enrollment in 360 Degree Feedback program (if available—band 5 and higher)—Complete assignments from mentor to support growth of business acumen (based on mentor’s discretion)—Attend quarterly LOB mixers for networking and development—Active participation in the national chapter’s Own Your Career speaker series
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Program Planning TimelinesMonth Action to be Completed
September •Assess prior year’s program for opportunities and direction in development of next year’s program.
October •Survey active membership for feedback/direction for the program.
November •Close survey for response. Review membership feedback for program development.•Identify program theme.
December •Communication to be sent to all who responded to with interest in the program.•Send requests to selected mentee candidates for applications and resume.
January •Finalize program outline to be sent to chapter leadership and committee chairpersons for review. •Mentee applications and resumes due. •Complete phone screening of participants.
February •Host program overview Q&A sessions for mentors and mentees separately.•Host tele-presence session to introduce mentees and mentors virtually.
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•Host tele-presence session to introduce mentees and mentors virtually. •Program kick-off event to announce pairings to chapter membership.
2014 Program Outline & Timeline Month Action to be Completed
February •Opening tele-presence session for program unveil and pairing introductions. •Annual program launch event with announcement of pairings.
March •Mentor to provide a suggested reading to their mentee.•Mentor and mentee to collectively identify their mentorship project direction/focus. •Quarterly Tele-Presence Session
•Developing Your Professional Identity by Adrienne Reed (Officer; Senior Operations Manager)
April •Mentor to leverage additional Harvard business review article for discussion with mentee.*•Mentor/mentee to complete a volunteer effort.*
May •Quarterly Tele-Presence Session•Professional Resilience, The Power in “NO” by Lanan Clark (VP; Market PMD Manager—Merrill Lynch)
June •Mentor and mentee to have had at least one face-to-face scheduled meeting prior to this point.•Events coordinated for the program by the committee will not qualify for this requirement.
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•Events coordinated for the program by the committee will not qualify for this requirement.
July •Mentor to select applicable TED Talk for discussion with mentee. (Leverage new eLearning, getAbstract series)*
August •Quarterly Tele-Presence Session•The Importance of Role Diversity by Jordan King (Officer; Regional Business Development Officer)
September •Mentees to support Band 4 Talent Planning Session and Speaker Series events. •Mentor and mentee to have had at least two face-to-face scheduled meetings prior to this point.
•Events coordinated for the program by the committee will not qualify for this requirement.
October •Mentor/mentee to complete a volunteer effort.*
November •Mentor project presentations due.
December •Quarterly Tele-presence Session•Mentorship vs. Sponsorship by Geri Thomas (SVP; Human Resources Executive II)
•Closing event in collaboration with the chapter year end celebration.
*optional suggested activities for mentors to leverage
Mentors Mentees Founding Committee Support
New Committee Member Partner
Brenton Hamlet Drake Scott Charisse Anderson Steve Morgan
Caroline Brown Gordon Beck Jr. Charisse Anderson Lisa Young
Ceclio “Cess” Payne Kareem Binion Janice Neal Jerressia Edwards
Adrienne Reed Rasheeda Williams Janice Neal Rikkilynn Phillips-Dowell
Steve Morgan Jose M. Ruiz Charisse Anderson Meschelle Mitchell
Andrew Cromwell Tyrene Barnett Janice Neal Stephanie Oliveras
Dedde Hundessa Marc Thomas Jennifer Jeffries Antonio Coles
2014 Pairings and Support
Dedde Hundessa Marc Thomas Jennifer Jeffries Antonio Coles
Marcus Johnson Stephanie Oliveras Jennifer Jeffries Chatman Dunbar
Charisse Anderson RoseAnn Djelmane Adrienne Reed Jerressia Edwards
Vera Stewart Levetta Betts Robin White Meschelle Mitchell
Malgy Blue Jerressia Edwards Jennifer Jeffries Antonio Coles
Michael Guthrie Sora Sylvers Adrienne Reed Stephanie Oliveras
Michelle Avan Katrina Scott Robin White Rikkilynn Phillips-Dowell
Dawn Belton Deanna Sutton Adrienne Reed Arcadia Williams
Kiesha Nix Lorraine Boyd Robin White Lisa Young
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Project DetailsEach mentor/mentee pair will be responsible for a project to be completed at the close of a program.
-5-10 minute presentation reflecting the mentee’s understanding of the program theme (2014—branding) -Leverage Harvard Business Review article, “Five Steps to Building Your Personal Leadership Brand” by Dave Ulrich and Norm Smallwood (included in program packet)-Project should leave audience with clear understanding of the mentee’s brand, career outlook, and what the mentee wants to be known by professionally-Project should also highlight any branding tips and best demonstrated practices the mentee gained from their mentor-The presentation can be submitted with or without visual support, leverage PowerPoint presentation, science boards, etc. Formatting is completely up to the mentee/mentor pair to decide-Presentations will be completed via tele-presence meeting in December
Additional Program Details
Applicant ParticipantsMembers who applied to participate in the mentor program that were not selected to move forward will have the opportunity to participate in group developmental opportunities along with the selected candidates. This includes quarterly tele-presence sessions, volunteer efforts, etc. Events open to applicant participation include:
-Program launch event with announcement of pairings. (2014—Black History Celebration)-Quarterly Tele-presence Sessions
!Resume Building and Email Etiquette/BDPs by Adrienne Reed (Officer; Senior Operations Manager)!Professional Resilience by Lanan Clark (VP; Market PMD Manager—Merrill Lynch)!The Importance of Role Diversity by Jordan King (Officer; Regional Business Development Officer)!Mentorship vs. Sponsorship by Geri Thomas (SVP; Human Resources Executive II)
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For more information about the mentor program please contact any member of the Leadership & Development committee or our program sponsor—co-Chairperson, Malgy Blue.
Thank You,The Southern California BPGLeadership & Development Committee
Committee Chairpersons E-Mail Address & Location Phone Number
Charisse AndersonSenior Vice President; Senior Group Operations ManagerEnterprise Customer Relations—Office of the CEO & President
[email protected] Valley, CA
(805) 520-2713(818) 324-9522
Adrienne ReedOfficer; Senior Operations ManagerEnterprise Customer Relations—Office of the CEO & President
(714) 512-0546
Committee Information
Committee Member Job Title Line of Business Location
La Creasha Colette Clark Customer Relationship Manager II CRM Level Zero—Home Loans Brea, CA
Antonio Coles AVP; Customer Service Team Manager Premier Card Servicing Pasadena, CA
Chatman Dunbar Customer Service and Sales Specialist II Premier Card Servicing Pasadena, CA
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Chatman Dunbar Customer Service and Sales Specialist II Premier Card Servicing Pasadena, CA
Jerressia Edwards Proficiency Coach I DSCR Proficiency Coaches Brea, CA
Jennifer Jeffries AVP; Customer Service Team Manager Premier Card Servicing Pasadena, CA
Meschelle Mitchell Collector II Government Collections West Hills, CA
Steve Morgan SVP; Business Control Manager Business Support/Associate Engagement Simi Valley, CA
Janice Neal AVP: Senior Business Control Specialist Home Loans Process and Design Los Angeles, CA
Stephanie Oliveras VP; Senior Credit Products Officer CREB Credit Products Los Angeles, CA
Rikkilynn Phillips-Dowell Customer Relationship Manager II CRM Complaint Resolution Brea, CA
Robin White AVP; Sales Support Associate Commercial Banking Century City, CA
Arcadia Williams Personal Banker Retail Banking Brea, CA
Lisa Young Private Wealth Associate Private Banking & Investments Group Century City, CA
