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Mentoring Agreement Template

Overview

Before entering a mentor/mentee relationship, both parties should create an agreement. This agreement lays out the goals of a mentoring relationship and establishes boundaries.

A printable version of this article is available.

Agreement Template

  1. Mentoring Partnership Goals: As a result of working with a mentor, what would goals would you like to accomplish? Please list three.
  2. At what intervals will meetings occur? Here are some suggestions (if “other,” please specify in your agreement):
    • Weekly
    • Twice a Month
    • Other
  3. In what manner will you conduct your meetings? Here are some options (if “other,” please specify in your agreement):
    • Face-to-Face
    • Video Conferencing
    • Phone
    • Other
  4. How long will meetings last? Here are some suggestions for meeting duration (if “other,” please specify in your agreement):
    • 30 minutes
    • 45 minutes
    • 60 minutes
    • Other
  5. How will you deal with geographical differences?
  6. What kind of confidentiality agreement will you honor?
  7. Finally, agree that this is a volunteer partnership. You agree that either party can withdraw from
    the partnership if the needs of either party aren’t being met or there is a lack of commitment or
    compatibility of goals. When the partnership does conclude, how will you end it?

Sample Meeting Agenda

It is helpful to not only have a regular day and time for the mentoring session, but also to have a
consistent format so that both parties know what to expect. Below is a sample agenda to guide your
time together.

  1. Warm-up and check-in: Assess the general mood / state of mind of both the mentor and
    mentee. What is happening right now and how can both be present in this session regardless of
    present circumstances? This is important to establish a baseline, but it should not necessarily
    become the focus of the session. It might also be something that’s fun / personal and creates a
    clear break from the working environment.
  2. Check on action progress since the last session: What were the results of taking a particular
    action. What has the mentee learned? What went well? What could have been done differently?
  3. Make a challenge list for the current session: The mentee should be able to name 1-3 items
    that they want to discuss in the session. Ideally, they have sent these challenges / priorities
    before the session. They may choose something from their original goals or build on lessons
    learned in completing a previous action or reflecting on a previous session.
  4. Identify solutions for addressing those challenges: Talk about potential ways of resolving the
    challenges and action items to take immediate steps.
  5. Prioritize the actions to take between now and the next session: If possible, narrow them to
    no more than three, if possible, and make them specific and realistic.

This format is not prescriptive, and you may come up with your own structure in order to address
and advance your goals and priorities.

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