The First Mentoring Meeting Kit

Help mentors and mentees start with clear goals, shared expectations and an agreed way of working.

This practical kit brings together a mentee preparation checklist and a mentoring agreement template. It gives mentees space to think before the first meeting, then guides both people through the conversations that establish the relationship.

What’s included:

• Preparation prompts covering the mentee’s background, values, strengths and development needs

• Questions to clarify goals, desired outcomes and expectations of the mentor

• Guidance on the mentee’s role and responsibilities

• A mentoring agreement template covering meeting arrangements, preparation and communication

• Dedicated sections for feedback, boundaries, confidentiality and resolving difficulties

• Prompts for reviewing progress and agreeing how the relationship will end

• Signature spaces to record both participants’ commitment

Use it before and during the first meeting, then revisit the agreement as goals or circumstances change. The agreement records a shared understanding; it is not a legal contract.

Ideal for: Mentors, mentees and L&D teams supporting the start of a mentoring programme.