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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 Prepare for Your Mentoring Meeting as a Mentee

To make your meeting productive, plan to spend at least 30 minutes preparing.

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2 mins

To make your meeting productive, plan to spend at least 30 minutes preparing. Think about the following:

Task list: Were you able to complete your tasks? If not, why?
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Notes: Use the Notes section to reflect and write down your thoughts and ideas. If you keep a journal, go through it and reflect on what’s happened in your life and career since your last meeting.
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Goals: Are you on track to achieve your goals? Do you need to adjust them?
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New Issues: What new issues/questions do you want to discuss?
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Sessions: Schedule meetings and send an agenda at least a few days before.
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Set the agenda - An agenda or discussion topics give the meeting a clear purpose and help both partners stay on track.
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To Schedule a Session, go to the Mentorship Tab and select View Relationship. You will see a button to propose a session. Fill out the information for the session. If both parties have synchronized their calendars, you can set up a date, time, topic and set an agenda for your session. You can also choose your preferred video conferencing platform so that you don’t have to set up new meetings every time you schedule a mentoring session.

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