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How to Prepare for Your First Mentoring Meeting with Your Mentor

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Your first mentoring meeting can be stressful. The first meeting is all about getting to know each other and gauging whether it's a good match. The better prepared you are, the more you will get out of it.

Here are some useful tips to make it more productive.

Meeting Practicalities

1. Make Contact and Set the Date

The mentee sets up the first meeting, so you have the option to either Request a Session to meet a prospective Mentor or to straightaway Request Mentoring.
Reach out to your mentor and set a date and time. If your mentor gives you permission, you can schedule your meeting right on MentorCloud. Ask your mentor if they would prefer to connect virtually or in-person.
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 and time for your session.
Ensure you have selected the correct time zones to avoid any confusion later.
Select a private place to meet where you can both share openly. Simply select Schedule and go to Session Location and select your preferred video conferencing tool or location. You can type in the address for a physical location within the Location details text box.

2. Background

Learn about your mentor’s background on MentorCloud. Your mentor might also have added a link to his/her LinkedIn profile for you to learn about their background and professional experience. 
What is their experience, achievements and interests? 

Have they mentored before? 
Read any announcement, insights or posts they have contributed on the Community tab.

3. Agenda

Send an agenda to your mentor a few days before your first meeting. This will help your mentor be better prepared.


Meeting Preparation

1. Who are you?

What do you want to share about yourself?
What are your strengths, values and achievements? 
What brings you joy and energizes you? 

2. Why do you want to be mentored?

Have a strong understanding of what you want from your Mentoring Journey. 
Do you have goals you want to achieve or anything specific you want to learn? 

3. What do you want to learn from your mentor?

Send an agenda to your mentor a few days before your first meeting. This will help your mentor be better prepared.


4. Parameters?

Think about how often you want to meet, how you want to communicate, and any needed boundaries.
You have the option to set up recurring meetings under Sessions. Simply tick the box “Make this a recurring session” when you create a Session.

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Up Next

How to End the Mentoring Journey with Your Mentor

You and your mentor will have acknowledged that your next meeting will be your last.
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You and your mentor will have acknowledged that your next meeting will be your last. Here’s how to prepare for your last meeting. 

1. Prepare for your final meeting

  • Set aside some time to reflect on what you have achieved so far. What have you learned? Did the journey meet your expectations? What would you do differently? 
  • Go through the goals you set. Were they achieved? 
  • Make notes on what you would like to discuss during your final meeting. Is there advice you would like?
  • What would you like to thank your mentor for? 
  • Would you like to be a mentor in the future?

2. Your final meeting

  • Now is the time to celebrate your journey together. If possible, make it special by choosing a different place to meet, such as for lunch in a nice restaurant. You can choose a location to meet and enter it under Sessions. Simply select Schedule and go to Session Location and select Physical Location. You can type in the address within the Location details text box. 
  • Reflect on what you have achieved so far and celebrate your successes. Share what you learned and how you have grown.
  • If you did not achieve all your goals, discuss your plans going forward. 
  • Share with your mentor what you felt was effective and where their mentoring could be improved.

3. What’s next?

  • Your formal mentoring journey is over, but you both may decide to remain in contact. If so, how will you stay in touch? 
  • Appreciate your mentor. Thank them for what they have done for you.

Don’t let your mentoring journey fizzle out without formally concluding it. When a mentoring journey ends well it adds to the overall positive experience.