A template to help innovators establish a mutually beneficial relationship with their mentor.

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ESTABLISHING A MENTORING RELATIONSHIP
STARTING OUT
In your first meeting, discuss the following (share all of this information - in both directions -
up front, so you have normed your expectations):
Mentor Name: ___________________________________________
Contact info (note preferred means of contact and any specific instructions):
• Email ___________________________________________________
• Phone (text OK?) ________________________________________
• Skype (?) _______________________________________________
• Physical address ________________________________________
________________________________________
________________________________________
Meeting Protocols
• Day/Time (e.g. 1st
& 3rd
Tuesdays, 8:30-9am ET) ____________________________
• Meeting Type (e.g. phone? Skype?)
______________________________________
• Protocol if someone has to cancel:
______________________________________________________________________
______________________________________________________________________
• Format (e.g. would you like an email summary/agenda sent ahead of meeting?)
______________________________________________________________________
• Shared understanding of confidentiality:
______________________________________________________________________
______________________________________________________________________
• Other expectations/norms?
______________________________________________________________________
______________________________________________________________________
ON-GOING MEETINGS
Always document (and share) the following, after each meeting/contact:
• DATE, PARTIES PRESENT
• AGENDA ITEMS (include carry-over fro last meeting, if necessary)
• NOTES (what was discussed?)
• ACTION ITEMS (include who is accountable and timeline for completion)
• NEXT MEETING (day/time, agenda)