User Guides

How to Prepare for Your First Mentoring Meeting with Your Mentor

Download as PDF

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.

Did you find this guide helpful?

Yes
No

Up Next

How to Prepare for Your First Mentoring Meeting with Your Mentee

Your first meeting is about getting to know each other and determining if it’s a good fit.
step_2
xyz_mentor
0
3 mins

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.

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? 

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.

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?

2. Why are you a mentor?

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

3. What are your expectations?

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

4. Parameters?

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