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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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What to do in a Mentoring Meeting as a Mentee

Mentoring works best with a structure.
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2 mins

Mentoring works best with a structure. After having mentored thousands of people across many countries, we’ve developed a tested structure. 

A structure will help both you and your mentor make your meetings more productive. Discuss the format with your mentor and ensure it suits them as well.

1. Feedback And Update (10 Minutes)

  • Do a time check. “We scheduled an hour for this meeting. Does that still work for you?”
  • Describe your progress-to-date.
  • Keep track of the time.

2.Discussion (30 minutes)

Spend most of your time on the Discussion. Your mentor may ask questions to help you think more deeply about your options. Don’t just ask for advice straight away; explore the possibilities. This is your time to have an in-depth discussion. After you’ve thought through the options, you can ask your mentor to share their experiences and advice. 

3. Close (20 minutes)

Review your tasks and goals with new timelines. Make edits if necessary.

  • Discuss each action. Do you understand them?
  • Do a reality check. Is your plan doable given other constraints? Update your goals to be realistic.
  • Determine when and where you will meet next. Set up a recurring meeting if you mutually agree on a time that works for both of you. Make sure this is in both of your calendars. Set an agenda, sync your Calendars, select your preferred video conferencing tool or choose a location for meetings.
  • Thank your mentor.