2a. Establish the Relationship Timeline

To build an effective mentoring relationship, you must establish what you and your mentor would like to get out of the relationship, build trust with your mentor, define an action plan, and then meet on a consistent basis. The initial meetings are critical in setting a strong foundation on which to build the relationship. Information that should be covered before, during, and after these initial meetings is detailed below:

Receive Match and Establish Goals and Expectations

  • Identify your expectations for the mentoring relationship.
  • Define your objectives and goals of the mentoring relationship.

Hold Introductory Meeting Face-to-Face

  • Clarify roles and responsibilities.
  • Share each of your objectives, goals, and expectations of the mentoring relationship.
  • Discuss action items to be completed before the next meeting.

Create an Action Plan

  • Discuss your strengths and identify short- and long-term development needs.
  • Complete the Action Plan Template.
  • Discuss action items to be completed before the next meeting.

Act on and Revise the Action Plan

  • Review progress on actions items determined at the end of the last meeting.
  • Discuss items of interest, current challenges, recent successes, etc.
  • Every four to six months, assess the effectiveness of the relationship.
  • Discuss action items to be completed before the next meeting.
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