Uploaded by Rick Seidel

Mentor worksheet

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Vision
Vision is the ability to see your self in a situation that has not yet occurred. Project five years into the future:
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Where do you want to be?
What do you want to be known for?
What do you stand for?
How are you making a difference?
Sample vision:
My personal vision is to be recognized as an expert in fiber optics and known for getting things done while maintaining positive
relationships with peers and managers.
Mentoring Goals and Objectives
The next step to creating your Mentoring Action Plan is to identify the mentoring goals and objectives that you wish to
accomplish for the length of the mentoring partnership.
Mentoring Goals and Objectives are, essentially, the stepping stones between where you are now and where you plan to
be in the future. By identifying these areas as having the greatest opportunity for growth and success, you can create the
opportunity for the greatest return from your commitment and participation in the mentoring partnership.
Sample mentoring goals:
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To develop a better understanding of the inner workings of the organization.
To build presentation skills.
To enhance my reputation as a technical expert in fiber optics.
Establish a Primary Support Person:
The second component to developing your mentoring goals and objectives is to determine who in your personal and
professional support system can help you stay focused on your mentoring goals. Your primary support person might include
your Mentor, coach, supervisor or peer. This person can keep you accountable for the goals you have set, or serve as a support
and guide to help you accomplish your goals.
Learning Activity
The plan will include conversations with the Mentor along with a wide range of learning opportunities. Use this section
to describe the activities you will engage in to reach your mentoring goals and objectives (for example, a developmental
assignment/project, a networking experience or a stretch assignment).
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Developmental assignment/project. (For example: learning by doing--writing a memo, self-study and research
projects, etc.)
Stretch assignment. (For example: learning from challenging experiences - a project outside of your department,
leadership role, detail assignments/job rotations, etc.)
Networking. (For example: learning from others--shadowing, situational mentoring , asking for insightful feedback,
etc.)
Formal Classroom Training. (For example: Attending a workshop, seminar, etc.)
Other. (For example: playing a round of golf with your Mentor, etc.)
Begin Date and Ending Date:
Once you have entered the learning activity, set milestones by determining:
1. The beginning date of the activity
2. Projected ending date
Funding
Project expected funding requirements.
Status
Keep your Mentor and/or coach up-to-date by listing the status of your learning activities. An overview of the status terms are
listed below:
Created - First attempt at shaping the learning activity.
Pending - Anticipating approval and/or scheduling of this activity.
Approved - A key individual has approved this activity.
In-process - Currently engaged in the learning activity.
Finished - The learning activity has been completed.
Notes
While implementing your mentoring goals, you may want to use the notes feature next to each learning activity to reflect on
what you have learned or any special notes you would like to record. Please note - You may decide whether or not to allow
your mentor to see your Learning Activities notes. To change this setting click the link above your first mentoring goal.
Program Accomplishments
Successful learners take time to reflect on their learning experiences. By bringing actions to a conscious level, you are better
able to understand the significance of your learning experiences. Use this space to list the most important accomplishments
you've made to date in the mentoring program. Please keep in mind some of your accomplishments will be concrete and
tangible: "Developed a user guide highlighting tips for greater efficiency in the procurement process." While others may not be
as visible or observable: "Presented my quarterly program brief without getting sweaty palms or heart palpitations."
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