ACCA - The global body for professional accountants

A workplace mentor is an individual who supports your development in the workplace and reviews your progress and achievement at work. Selecting the right person to support you with the PER is an important part of the process.

Your workplace mentor should guide and support you by:

  • helping you identify which performance objectives you should aim to achieve
  • setting performance targets and timescales  
  • providing access to appropriate work experience and supporting your development, for example arranging job rotations, project work or other opportunities for you to gain relevant experience
  • evaluating and reviewing your progress on a regular and ongoing basis
  • signing off performance objectives that you have achieved.

It is important that your workplace mentor has the knowledge and experience to support you. They will be assessing whether you have met performance objectives so it is essential they have the expertise to do this.

Your workplace mentor should be someone who:

  • is a qualified accountant*
  • works closely with you
  • knows your work.

* A qualified accountant is a member of a professional accountancy or audit body recognised by law in the country in which you work or that is a member of IFAC (International Federation of Accountants).

Most often, a workplace mentor is your line manager or whoever you report to on particular projects or activities.

If your line manage is not qualified then you could consider using someone else as your workplace mentor. For example, a more senior manager, a consultant or the organisation’s external auditors. If this person is not sufficiently familiar with your work, they may be more suited to acting in the capacity of training consultant to countersign the achievement of your performance objectives. You can learn more about the role of a training supervisor below.


Multiple workplace mentors

You may have more than one workplace mentor - or several different workplace mentors over a period of time - who are responsible for helping you to achieve different performance objectives.


Friends and family

Where possible you should not have friends or relatives as your workplace mentor to avoid any potential conflicts of interest. Where this is not possible, you should disclose the relationship to ACCA when you are applying for admission to membership. You should also consider having your performance objectives countersigned by a training supervisor.

If your workplace mentor is not a qualified accountant or auditor you will need to get your performance objectives countersigned by someone who can act as your 'training supervisor'.

A training supervisor must be a qualified accountant or auditor recognised by law in the country in which you work or a member of IFAC.
 

How a training supervisor reviews your achievements

Training supervisors do not have access to the online My Experience record to review and sign off your achievements.

You, or your workplace mentor, will need to provide them with a paper copy of your challenge questions and answers, as well as the sign-off form. You can print these from your online My Experience record.

You must keep the signed-off forms in case you are selected for a PER audit.

You or your workplace mentor must enter the details of your training supervisor into the online My Experience record and also update your records when they have signed-off a performance objective.

More information is available on the role and responsibilities of a workplace mentor and the personal and organisation's benefit undertaking this role can bring:

Last updated: 28 Nov 2014