> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thefaithapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Mentorship and personal formation

> Coordinate shared mentorship while protecting private goals, journals, gifts results, and Rule of Life commitments.

# Mentorship and personal formation

Discipleship supports two different kinds of formation records:

* **Shared ministry records** help a mentor and mentee remember what they
  agreed to discuss or do together.
* **Member-private records** help a person reflect, set goals, and discern
  without creating a staff surveillance tool.

Keep that distinction clear when you train staff and members.

## Create a mentorship program

Open **Discipleship → Mentorship → New program**. Customize:

* Program name and description.
* Draft, active, or archived status.
* Expected duration.
* Weekly, every-two-weeks, monthly, or flexible meeting rhythm.
* The shared check-in prompt.
* Whether the member may add shared check-ins.

Activate the program when it is ready. A teacher can edit a program they
created; a Discipleship manager can manage every program.

### Write a safe check-in prompt

A good prompt prepares both people for a shared record:

> What did we agree to practice or revisit before our next conversation?

Avoid prompts that invite confidential disclosures into a shared field. For
example, do not ask for a full pastoral counseling note or a private confession.

## Pair a mentor and member

Discipleship managers select **Pair mentor**, then choose:

1. An active mentorship program.
2. An eligible mentor.
3. A member.
4. A start date.

In the current release, eligible mentors are existing staff who already have
the Discipleship management or teaching permission. This keeps the initial
workflow inside the church's staff authorization boundary.

An assigned mentor sees their own pairings. Managers can see all pairings.
Authorized staff can pause, resume, or complete a pairing without deleting its
history.

<Note>
  Lay-volunteer mentors depend on a future vetting and safeguarding workflow.
  Do not grant unnecessary staff permissions simply to make a volunteer appear
  in the mentor list.
</Note>

## Keep shared check-ins

Open a pairing and select **Add check-in**. Record a shared conversation
summary and optional next steps. Check-ins are append-only and encrypted when
stored.

Every check-in is visible to both the mentor and mentee. Treat the saved text
as a shared agreement, not a private staff note. Correct a mistake with a new
check-in rather than silently rewriting the history.

## Offer private goal starting points

Open **Discipleship → Formation Tools → New goal template**. A template can
suggest:

* A name and description.
* Prayer, Scripture, community, service, rest, generosity, or another
  formation area.
* A number of days.
* A private progress prompt.
* Draft, active, or archived availability.

An active template appears in the member app as an optional starting point.
Members may rename it, change its wording, or create a goal from scratch.

The admin dashboard shows the template—not who chose it, the member's goal
wording, progress, or private reflections.

## Private journal and class reflections

Members can open **Personal formation → Private journal** and create:

* A general reflection.
* A reflection linked to one of their own pathway enrollment cycles.

Entries are encrypted when stored. Only the member may read, edit, or
permanently delete them. Linking an entry to a class helps the member organize
their own history; it does not expose the journal to a teacher.

<Info>
  Class-linked reflections are available. Cohort-linked reflections are not
  shown until a dedicated Discipleship cohort workflow exists.
</Info>

## Build a gifts and serving instrument

Open **Discipleship → Gifts & Serving → New instrument**. Start with the
church-editable example or write your own. Customize:

* Introduction and low/high response labels.
* Gift or temperament areas and descriptions.
* Reflection questions and the area each answer contributes to.
* Question weights.
* Serving skills connected to each area.
* The delay before an unused strong gift is gently resurfaced.

In **Volunteers → Opportunities**, connect active opportunities to their
serving skills. Published results can then recommend open opportunities with a
plain-language reason for the match.

### Publish without changing old results

Publishing creates an immutable instrument version. Later question or scoring
changes do not alter an earlier member result. That preserves the meaning of
what the member originally completed.

Answers and results are encrypted and private. Instrument authors do not get
an answer or result dashboard.

A member with an active staff mentorship pairing may deliberately share one
result with their assigned mentor. Only that mentor can open it, add an
affirmation, and see it while access remains shared. The member can revoke
access at any time.

## Build a seasonal Rule of Life

Open **Discipleship → Rule of Life → New season**. Customize:

* Church-season name, dates, and invitation.
* Opening covenant and closing reflection prompts.
* Practice titles, guidance, and example rhythms.
* Required and optional practices.
* Draft, active, or archived availability.

Every template keeps prayer, rest, work, and generosity represented, while
your church owns the language and may add other practices.

Members create a fresh private draft for each season, personalize its
practices, covenant the rule, revise it during the season, and close it with a
private reflection.

<Warning>
  The dashboard contains templates only. A member's covenant, commitments, and
  closing reflection are encrypted and owner-only. Rule of Life intentionally
  has no streaks, scores, or staff progress dashboard.
</Warning>

## A simple staff training script

Use this explanation before launching personal formation:

> The church creates invitations and starting points. Your personal goals,
> journal, gifts result, and Rule of Life remain yours. A mentorship check-in
> is different: it is a shared record that both mentor and mentee can read.

## Privacy summary

| Record                    | Member               | Assigned mentor                         | Other staff                    |
| ------------------------- | -------------------- | --------------------------------------- | ------------------------------ |
| Mentorship check-in       | Reads shared history | Reads shared history                    | Managers only where authorized |
| Personal goal and updates | Full control         | No access                               | No access                      |
| Private journal           | Full control         | No access                               | No access                      |
| Gifts result              | Full control         | Only when the member shares that result | No results dashboard           |
| Rule of Life              | Full control         | No access                               | Templates only                 |

For the full boundary, read [Privacy, safety, and current scope](/product/discipleship-privacy).

## Common problems

<AccordionGroup>
  <Accordion title="A mentor is missing from the pairing list">
    The person must be an eligible staff user with the correct Discipleship
    permission. Do not widen access unless their ministry role requires it.
  </Accordion>

  <Accordion title="Staff cannot see a member's goal or journal">
    This is expected. Goal and journal content is member-private by design.
  </Accordion>

  <Accordion title="A serving opportunity is not recommended">
    Confirm the opportunity is active and available, then connect its serving
    skills to the gift areas in the published instrument.
  </Accordion>

  <Accordion title="An earlier gifts result uses old wording">
    This is expected. Each result stays tied to the instrument version the
    member completed.
  </Accordion>
</AccordionGroup>
