Compare with Mentor Phase
View Student Phase
PHASE 4:
Make Progress

This phase is when the mentor and the student move beyond relationship building and begin strategic conversations to aid the student on their progression and development. The student learns from past experiences and looks at alternative ways of thinking through reflective discussion with their mentor.

Student responsibility

Meeting in this phase will count towards your minimum two official meetings required for every 12-months of current experience. Continue having meetings with your mentor in this phase until you have successfully met the CPA Practical Experience Requirements (PER).

  1. PRE-MEETING WORK
    • LOG INTO: BrightSpace (D2L) and review the material in the "Make Progress" section.
    • LOG INTO: PERT
      • Ensure your current experience report(s) are in a "verified" or "reviewed" status, to allow your mentor the ability to review your progress
      • Complete the enabling competency reflective questions in PERT; you are only required to complete the questions that pertain to the competencies you've developed during each reporting period
      • Send mentor review request: Requesting a Mentor Review in Three Easy Steps

    Prepare questions to ask your mentor to discuss your progress.

  2. DURING YOUR MEETING(S)
    • Discuss your progression and any questions or concerns you have on your technical and/or enabling competencies.
    • Review your completed "reflective questions" with your mentor
    • Ask your mentor for feedback and guidance on your development
    • Decide on next steps with your mentor and discuss areas you will be working on in your next meeting
    • Agree on the next meeting date(s)
  3. POST-MEETING WORK
    • LOG INTO: PERT
    • Complete "Summary Questions" in the enabling competencies section of PERT
      While students can answer both summary questions, only question A is mandatory irrespective of how many enabling competencies they have achieved during this period.
    • Complete any additional action items agreed upon with your mentor before the next meeting
  4. STUDENT IS READY TO SUBMIT FINAL ASSESSMENT TO CPA ONTARIO

    When you are ready to submit your practical experience report, ensure that you do a final check of the following beforehand:

    • LOG INTO: PERT

      • Ensure your current experience report(s) are in a "verified" or "reviewed" status, to allow your mentor the ability to review your progress
      • Ensure you have completed the required technical and enabling competencies.
      • Ensure your "Summary Questions" are completed
        While students can answer both summary questions, only question A is mandatory irrespective of how many enabling competencies they achieved during the period
      • Review your learning plan and ensure all items were completed
      • Ensure you have a minimum of two "completed" mentor review meetings for every 12 months of your current experience
    • Final step: Request a profession assessment and indicate the reason as: "Completion Assessment"

Helpful Tips

Should my mentor document these meetings? Yes, your minimum two official meetings for every 12 months of current experience must be documented in PERT.

How many meetings should I have in this phase? Mentors and students should continue to have as many meetings as they feel necessary depending on your progress made, until you have met the practical experience requirements.

If the relationship is not working: Have a discussion with your mentor to try to resolve the matter.  You can contact CPA Ontario for additional assistance at mentor@cpaontario.ca. If a relationship is ending for any reason, please ensure you have a closing meeting with your mentor.

I don't understand my practical experience assessment: If you require further clarification on your assessment, please contact the CPA Ontario reviewer who has provided you with comments in PERT or contact practicalexperience@cpaontario.ca

Contact Us

Questions regarding the CPA Ontario mentorship program: mentor@cpaontario.ca

General questions about the CPA pathway: customerservice@cpaontario.ca

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Compare with Student Phase
View Mentor Phase
PHASE 4:
Make Progress

This phase is when the mentor and the student move beyond relationship building and begin strategic conversations to aid the student on their progression and development. The student learns from past experiences and looks at alternative ways of thinking through reflective discussion with their mentor.

Mentor responsibility

Meetings in this phase will count towards your minimum two official meetings required for every 12-months of current experience. Continue having meetings with the student until they have successfully met the CPA Practical Experience requirements (PER).

  1. PRE-MEETING WORK
    • LOG INTO: The Centre for Mentoring Resources and review the recommended material in the "Make Progress" section.
    • LOG INTO: PERT
      • Review the student's most up to date Practical Experience report(s), that is in a "verified" status. This can be found by looking at the "Report Period" column.
      • Review the student's enabling competencies tab
      • Review the student's technical competencies tab
      • Use the consolidated summary tab to understand the student's duration requirement, recognized practical experience, and competency assessment.
  2. DURING THE MEETING(S)

    Consider two self-thinking questions to ask the student:

    1. Looking back at your experience captured in your report, in which competency area(s) do you feel most confident in your abilities and why?
    2. Identify key competency area(s) you will focus on developing or improving between now and our next meeting?
      • Provide feedback and guidance to help the student progress with their enabling competency development
      • Discuss any concerns regarding the technical competencies
      • Decide on next steps with the student and discuss areas you will be working on in your next meeting
      • Agree on the next meeting date(s)
  3. POST-MEETING WORK

    Things to consider:

    • How does the student's enabling competency assessment compare to the guidance provided?
    • Does the student's proficiency level seem aligned with their duration?
    • Are there any gaps in the student's practical experience development?

    Documentation of each meeting in this phase is a mandatory requirement in PERT: Completing a Mentor Review in 3 Easy Steps

  4. STUDENT IS READY TO SUBMIT FINAL ASSESSMENT TO CPA ONTARIO

    When the student is ready to submit their practical experience report, ensure that you complete a final check of the following:

    • LOG INTO: PERT

      • Use the consolidated summary tab to see the student's duration requirement, recognized practical experience, and competency assessment.
      • Review the enabling competencies in the student's PERT profile; ensure that the student responses are reflective of the CPA Way
      • Review Technical Competencies for reasonableness to ensure the student's duties are reflective of the competency definition
      • Review the student's "Summary Questions" completed

        While students can answer both summary questions, only question A is mandatory irrespective of how many enabling competencies they achieved during the period
      • Review the student's learning plan and ensure all items were completed
      • Ensure you have a minimum of two "completed" mentor review meetings for every 12 months of the student's current experience

Helpful Tips

Important resources:

LOG INTO: The Centre for Mentoring Rescources and review "Future CPA Self-Assessments" in the "Make Progress" section.

Should I document these meetings? Yes, your minimum two official meetings for every 12 months of current experience must be documented in PERT.

How many meetings should I have in this phase? Mentors and students should continue to have as many meetings as they feel necessary depending on the progress made by the student.  Meetings are required until the student has met the practical experience requirements.

How to provide meaningful feedback: Watch this 10-minute
"Mentoring Conversations" Video found in the "Make Progress" section of the Centre for Mentoring Resources.

What to do if the student is not progressing:

  1. Have a conversation with the student to identify the areas for them to further develop and explore alternative ways of strengthening these competencies.
  2. Encourage the student to have a conversation  with their employer about possibly taking on more tasks in their position,  to assist them with further developing their enabling competencies (if applicable)

If the relationship is not working: Watch "What to do if it isn't working webinar" found in the Centre for Mentoring Resourcesor contact CPA Ontario at mentor@cpaontario.ca. If a relationship is ending for any reason, please ensure you have a closing meeting with the student.

Contact Us

Questions regarding the CPA Ontario mentorship program:mentor@cpaontario.ca

General questions about the CPA pathway:customerservice@cpaontario.ca

Links
Downloads
Videos