Agenda – The 1st Mentor Pair Meeting

Agenda – The First Mentor-Protege Meeting

At their first meeting the mentor and mentee should discuss the following issues. The agreements reached can be modified at a later time if both partners agree.

-Names, family information, education, experience, hobbies and interests

1. What a mentoring relationship is and is not as defined by the mentoring program
2. The implied necessity for the protege to be open to and willing to try the suggestions of the mentor. This is based on the very reason that mentors must be persons of considerable experience, knowledge, skill, and wisdom. For a protege not to be open to this experience or to use these assets requires the protege to largely learn through trial and error, the slowest and most wasteful method of learning.

1. Does the protege have any goals for his/her learning, of for the career?
2. If “Yes”,does the mentor have strengths in these goal areas, or will the support team need to be expanded, or the match reconsidered?

3. If the mentor has strengths in the goal areas, what will be the goals for the work of the mentoring pair?
4. If “No” goal can be identified yet, how will the mentor help the protege define a learning or career goal?
* It may take a bit of time to reach clarity on this, but the earlier this is done, the more likely the match to the mentor’s strengths can be assessed and the appropriateness of the match finalized. Therefore, it may be beest to wait until goals can be clarified and agreed on before the match is considered final.

1. The scope of responsibilities each partner is assuming, including what the time commitments will be, the roles requested and to be provided, etc.;
2. The logistics of the relationship, such as how, when, and where meetings and communications will occur;
3. How to deal with confidential information and what confidentiality means, what can be disclosed when, if anything

1. What topics or issues are outside the scope of the relationship?.

  • Typically it is best to avoid discussions that require disclosure of confidential information with others outside of the pair.
  • It’s also best that no money be lent of given in either direction, and strictly personal issues;

2. Where and how meetings can occur to ensure no appearance of inappropriate behavior is possible.

1. How obstacles or problems within the pair are to be handled;
2. A signal or statement that can be used when one person is concerned their partner has made a mistake or is about to make a mistake. This is based on a belief that each person has the welfare of the other at heart. The signal represents what each person would be comfortable if the other person did in that situation to raise the issue.

1. How (what criteria?) and when will they end the relationship?
2. (Tentative, can be changed later) whether an informal relationship can continue after the formal one is ended.

1. When and where will the pair next meet?
2. What will be the agenda at the next meeting?
3. What needs to be done between meetings, and by whom?