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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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How to Make Remote Mentoring Work

Remote mentoring can be just as successful as in-person mentoring.
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Remote mentoring can be just as successful as in-person mentoring. Here are some tips for successful remote mentoring.

  1. Choose a venue that is private - where your conversation cannot be overheard. Don’t conduct a mentoring session from your desk in an open office. Both mentoring partners should be able to  talk frankly and openly and have privacy.
  1. Logistics - Set a date and time. Schedule a meeting right on MentorCloud with Sessions. Ensure both your calendars have been uploaded and that the correct time zones have been chosen. You can also discuss and select your preferred video conferencing tool. Have a light facing you, rather than behind you, so your mentoring partner can see your face. Turn your camera on. 
  1. Virtual platform - Become familiar with the functionality of the MentorCloud platform and the preferred video conferencing tool. Use Tasks, Goals and Notes tab on MentorCloud as well as the chat option in your video conferencing tool. Share your screen to review tasks and goals together. Do you both have enough bandwidth to connect virtually?
  1. Set ground rules - How do you feel about  being on mute? What happens with confidentiality if someone walks into the room? If one of you is at home, how will you address distractions such as the doorbell ringing or dog barking? 
  1. Stay focused -  As much as possible, eliminate distractions. Silence or switch you off your phone. Close your email and any other work that may be open.
  1. Get to know each other first  - Don’t jump immediately into mentoring. Instead, find out things about each other. If there are cultural differences, discuss what is socially acceptable, or not, for your meetings.
  1. Actively listen - Pay attention. Show you are listening by looking into the camera, nodding your head and giving an affirmative cue. Try not to interrupt or talk over each other.