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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 Mentee

Your mentee’s mentoring journey will eventually come to an end.
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Your mentee’s mentoring  journey will eventually come to an end, based on the duration set on the MentorCloud platform. Ending it thoughtfully will ensure it’s perceived as successful, and both partners can feel positive about the experience. 

You and your mentee will have acknowledged that your next meeting will be your last. Here are some tips to successfully ending a mentoring journey -

1. Prepare for your final meeting

  • Set aside some time to reflect. Did the journey meet your expectations? What would you do differently? What did you most and least enjoy? Would you do it again? 
  • Go through the goals your mentee set at the beginning. Were they achieved? Why or why not?
  • What would you like to discuss and what advice would you like to offer during your final meeting? 
  • What would you want to acknowledge and thank your mentee for? 

2. Your final meeting

  • This is a time to celebrate your journey together. If possible, make your final meeting special by choosing a different place to meet, such as meeting for lunch in a nice restaurant. You can choose a location to meet and enter it under Sessions by selecting Physical Location and add the address within the Location details text box.
  • Reflect on what has been achieved so far and celebrate your successes. Reflect on where your mentee started and how far they’ve come.
  • If some goals have not been achieved, discuss how they can be addressed going forward.

3. What’s next?

  • The formal mentoring journey has ended, but maybe you’d like to remain in contact. If so, discuss how you can stay in touch. 
  • Appreciate each other and sincerely thank your mentee.

Don’t let your mentoring journey fizzle out without concluding it with an organized final meeting. When a mentoring journey ends well it increases the overall success of the experience.