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2. Initiate Relationship

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22 mins

How to Prepare for Your First Mentoring Meeting with Your Mentee

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Your first meeting is about getting to know each other and determining if it’s a good fit. Will you be able to guide your mentee and help them achieve their goals?

It’s worthwhile to spend some time preparing for your first meeting. Here are some useful tips to make it more productive -

1. Contact

The mentee needs to reach out to you to set up the first meeting. Making your dates visible on MentorCloud will make scheduling easier. If you have synchronized your calendar, it’ll be easier to set up a date and time for your session without any scheduling conflicts. Ensure you have selected the correct time zones to avoid any confusion later.

Your meeting place, whether in-person or virtual, should be a quiet, safe space where you can both share openly. You could also select your preferred video conferencing tool.

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2. Background

Read up on your mentee on MentorCloud. Your mentee might also have added a link to his/her LinkedIn profile for you to learn about their background and professional experience.

What is their background and experience, achievements and interests?

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3. Agenda

Your mentee should send you an agenda a few days before your meeting. When you create a Session, there is space for you to note down an agenda for your meeting.

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PREPARATION

1. Who are you?

What do you want to share about yourself?
What are your strengths, values and achievements?
Have you mentored before?
What lessons did you learn from that experience?

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2. Why are you a mentor?

What do you hope to get out of the relationship?
What do you hope to learn?

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3. What are your expectations?

Reflect on what you expect from your mentee and how you see your role in the mentoring relationship.

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4. Parameters?

How often do you expect to meet, how you want to communicate, and any needed boundaries you want to establish?

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How to Help Your Mentee Set Goals

Realistic goals that can be measured and achieved will improve both party’s experience and satisfaction.

step_3

xyz_mentor

4 mins

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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