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First Meeting Guide
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First Meeting Guide


Not sure what to discuss during your first mentoring meeting?  Here are some ideas to get you started.


Who should contact whom?

We suggest that the mentee contact the mentor to set up the first meeting.


How should the conversation go?

We suggest that you use the conversation starters and questions found here to break the ice and then discuss some or all of the following during your first meeting:



  • Your personal and professional history.
  • Organizations and activities that you are involved in.


  • What you are looking to gain from this mentoring relationship.
  • What a successful mentoring relationship looks like to you.

You should also complete the Mentoring Relationship Agreement.

Mentoring Goals

  • Your aspirations - where do you want to go and what skills do you need to get there?  Be as specific as possible.
  • The career areas that you want to work on most - what areas are most important to you?  If possible, discuss which of those things overlap with your mentor's expertise and interests.
  • Your goals and a general timeline for achieving these goals.  If your goal is abstract, such as building self-confidence, try to clarify by thinking about what results you would like to see if you were more self confident.  Would your influence within the company or industry increase?  Would you be involved in more project management?


  • Where you find yourself struggling.
  • Where you are most worried about not succeeding.
  • Areas that you receive critical feedback in.

Where your Mentor Can Help

  • Overlap between the mentee's list of aspirations, goals and challenges and the mentor's areas of passion and expertise.


What needs to be accomplished?

  • Establish expectations
  • Complete Mentoring Relationship Agreement
  • Set next meeting date/time
  • Determine any tasks or assignments that need to be completed for the next meeting





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