MenteeChecklist
Thank you for participating in CWU’s Peer Mentor Program! Below are the few easy steps to a meaningful mentor experience.

New Mentor/Title / Contact Information / Employee at CWU Since
CWU Phone: 509-963- CWU Email:
Department Name: / Month Day, 2015
Easy Steps to Get Started
☐ / Read the Mentoring Partnership guidelines
☐ / Ask yourself the following questions:
What are your career goals? Do you want to develop in your current position? Do you want a better grasp of the CWU? Do you want a promotion? Do you want a lateral move to a different department? What do you want to get out of the mentorship? Who are your critical relationships? What can you offer your mentor in a peer mentor relationship?
☐ / With your goals in mind find the right person to be your mentor.
☐ / Set up a meeting with your perspective mentor (see sample questions below to use)
☐ / Sign a contract (for your PDP) with your mentor and supervisor (optional)
☐ / Set up a 2nd meeting (see sample questions below to use)
☐ / Set up a 3rd meeting (see sample questions below to use)
First Peer Mentor Meeting with Perspective Mentor
1. / ☐ / Interview and Agreement – 1 hour
Goal: Establish the relationship and begin building trust
Define the general direction and expectations for the relationship.
2. / ☐ / Get to know each other (20 minutes)Sample Questions:
•Tell me briefly about your educational background and job experience.
•What is one area of expertise or experience that you feel might be helpful to me or to others? What experiences contributed to your growth in that area? In general, how do you learn best - hands on experimentation, watching others, or reading and reflection?
•Apart from your parents, who has had a significant, positive impact on your life? When was this? How did this relationship impact you personally or professionally? Describe what opportunities you would have missed without the influence of this person.
3. / ☐ / Go over the mentoring agreement (30 minutes)Sample Questions:
•What do we agree are the general goals and initial focus of our relationship?
•What things will we need to talk about? Is there anything that we should not discuss?
•What will we assume about confidentiality?
•How can we both monitor progress?
•In what ways will we hold ourselves accountable?
•How often will we meet?
•When and where?
•How will we handle if we need to reschedule
4. / ☐ / Set agenda for the next meeting (10 minutes)
Second Peer Mentor Meeting
5. / ☐ /

Clarifying Goals – 1 hour

Goals: Expand the relationship and continue building trust.

Clarify the learning objectives and set preliminary goals.

6. / ☐ /

Relational Check-In (5-15 minutes)

Sample Questions:
  • What happened since the last meeting that was energizing? Why was it so? Did anything happen that sapped your energy? Explain why.
  • What do these experiences illustrate about my/your personality, work style, behavioral preferences-people-oriented or task-oriented, introvert or extrovert, etc.?
  • Any questions that you feel we should add to our list to discuss at a future meeting?

7. / ☐ / Sample Questions to Establish Initial Goals (20-30 minutes)
  • What do you hope to achieve within the next 3-5 years?
  • How does this goal fit with those hopes or dreams?
  • How can you get paid for doing what you love?
  • How does this development area tie in to your job description, strategic initiatives or personal development plan?
  • What are some potential benefits of developing yourself in this area?
  • Where does this development area fit into your priorities?
  • Who might your development impact (e.g., your team, department, customers, stakeholders, organization, family)?
  • What other areas of your work would be impacted if you were to improve your skills in this area?
  • What have you done previously to develop yourself?
  • What resources, people or otherwise, do you have access to that could help you in this development area (e.g., for frequent feedback or encouragement)?
  • If you were to break this area down into skills and knowledge, what would be some of the most important aspects of what you want to learn?
  • What forces are helping you move toward this goal?
  • What forces are hindering achieving this goal?
  • What are your current skill and experience bases?
  • What level of skill do you need in this area (e.g., familiarity, passing a certification, recognition as an exemplary performer, ability to train others)?
  • To what degree are your goals capable of being measured?
  • What concrete activities will you be able to do as a result of achieving your goals?
  • When would you like to set the first progress check point and what should our evaluation criteria be?
  • Is the timeline in our mentoring agreement reasonable for what you want to accomplish?

8. / ☐ /

Agenda for Next Meeting (10 minutes)

Third Peer Mentor Meeting
9. / ☐ /

Effective Dialogue on Initial Issues – 30 minutes

Goals:Expand the relationship and continue building trust.

Use a dialogue worksheet to clearly discuss your mentoring question or issues.
10. / ☐ /

Relational Check-In (30 minutes)

Sample Questions:

  • What was the most productive discussion or dialogue you had last week? Why was it so? What was the least productive? Explain why.
  • What do these experiences tell you about your preferences for communication-simple, direct, room for explanation, time to reflect before speaking, logical, more personal, etc.?

•Are there any questions that you feel we should add to our list to discuss at a future meeting?

Resources for Mentor’s beyond the first three meetings
☐ / Please note that you have access to many peer mentor training resources:
Please go to the following URL to sign into CLA Online: cwu.skillport.com/
Enter your username: your CWU email (i.e. )
Enter your initial password: welcome (Once you sign in, the system will prompt you to update your password.)
  1. Once you are logged in, click Browse the Library at the top of the page
  2. Refer to the right-most column called Custom Learning Paths
  3. Click the link for Peer Mentors

You will see the following Peer Mentor assets in the center of the page:
  • Books
  • Strategic Relationships at Work: Creating Your Circle of Mentors, Sponsors, and Peers for Success in Business and Life
  • The Mentor’s Guide: Facilitating Effective Learning Relationships
  • Courses
  • Developing Strategic Peer Relationships in Your Organization
  • Essential Mentoring Techniques: Mentoring Fundamentals
  • Essential Mentoring Techniques: Building and Maintaining Mentoring Relationships
  • Videos (You may need to click ALL to see both videos.)
  • Relationships are the Foundation to Everything
  • Successful Mentor Relationships
  • Resources that complement the above books, courses and videos (You may need to click ALL to see all the resources.)
To begin viewing an asset, click Launch beneath it.