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3. Set Goals
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22 mins

How to Help Your Mentee Set Goals

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Here are some requirements a goal should meet -

1. Inspiring

Your mentee should be excited and enthusiastic about working towards these goals. 
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2. Challenging, Yet Achievable

 Your mentee will grow if there’s a bit of a stretch to the goal, provided it’s attainable. 
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3. Measurable and Time-Based

Goals should be measurable so you both know when they are achieved. They also should have a time-frame.

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5 Steps For Goal Setting

Ideally, your mentee should have at least three primary goals. Here are steps to help your mentee set goals. Use the MentorCloud worksheet to document and track progress.

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STEP 1: Explore

You and your mentee should look at all the major friction areas of their work and personal life. Your mentee needs to identify at least three areas to focus on through their Mentoring Journey.

Here are some open-ended questions you can ask your mentee: 

  • What do you want to accomplish in the upcoming months?
  • What are some things you would really like to learn or do?
  • What comes to mind in terms of personal or professional friction areas impacting you?
  • What else have you always dreamed of doing?
  • What would you like to see in your life that currently is not there?

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STEP 2: Identify

  • From these areas, you can help your mentee identify their goals. Eliminate goals that are not relevant to the mentoring journey
  • Encourage your mentee to record their goals using the MentorCloud worksheet. 

Here are some questions to ask your mentee:

  • Does the goal meet the requirements of being motivating, challenging, achievable, and time-bound?
  • How will you measure success and know when you have achieved the goal?

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STEP 3: Needs Analysis

After the goals are recorded, help your mentee think about the steps to achieve them.

Questions to ask your mentee:

  • How do you see accomplishing this goal?
  • What will you need to achieve it?
  • What resources, knowledge, help, or collaboration will you need?

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STEP 4: Obstacles

What could prevent your mentee from achieving their goals, and how could it be overcome?

Questions to ask your mentee:

  • What do you fear could prevent you from reaching these goals?
  • How can I help you?

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STEP 5: Milestones And Action Plan 

Milestones will help your Mentee measure their progress. Start by identifying a milestone and timeline with each goal. Ensure your mentee has a reasonable action plan for each goal.

Questions to ask your mentee:

  • What milestones will help you track each goal?
  • What help, or collaboration will you need?

Once your mentee has identified some goals, discuss it with them, and ensure it’s entered in the Goals & Tasks sections under Mentorship so you can refer back to it. If a goal seems too broad or unrealistic, help your mentee break these down into doable tasks and review their progress.

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How to Reflect and Summarize

The ability to reflect on and summarize what your partner has said is part of being an active listener.
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2 mins

The ability to reflect on and summarize what your partner has said is part of being an active listener and will improve the effectiveness of your session. 


Reflect on what you hear - Listen to your partner’s words and think deeply about it. Try to understand where they are coming from, what they mean and come up with your own ideas or thoughts on the subject. This shows your partner that you are listening and carefully considering what they have to say.


Observe – You should also pay attention to non-verbal cues and behavior you see. You may say, “I noticed you looked down when you said that…”, or “It seemed like your voice softened when you mentioned that person. Is there something more you want to say about them?” 


Summarize - Periodically, summarize what you have heard and check that it’s accurate. Summarizing and checking shows you’ve been listening and understanding what your mentoring partner has said. You may rephrase what they said and ask if it’s what they meant. It also helps you recollect important points they have mentioned or clarify anything that was unclear.

Give a shortened version of what you’ve heard by stating the key facts. Don’t try to interpret or add to it. Use this skill when you feel ideas are getting confusing, or when there seems to be more than one issue on the table.

You may use the Notes tab to summarize and keep track of any ideas or key points discussed during the Session so you have it handy for later. You may also refer to it before your next Session and keep track of your progress.

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Menlo Park, CA 94025 USA
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