UM S Financial Development Certificate

UM’S Financial Development Certificate

Peer Coaching/

Mentoring LOG

About

This log is designed to help you keep track of your peer coaching/mentoring meetings, a component of the Financial Development Certificate Program. This document will also assist you and your peer coach/mentor to document the details of your presentation, and it gives your peer coach/mentor a helpful tool in evaluating your growth in the area of fiscal affairs.

Before you begin this log, you and your peer coach/mentor should work out a schedule to meet for at least two hours a month for 12 months.

Remember that the requirements for the certificate include the training courses as well as the following:

Two hours of peer coaching/mentoring per month for 12 months

Presentation to a unit dean or director

Letter of recommendation from peer coach/mentor

LOG YOUR MEETINGS

ONE / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

TWO / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

THREE / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

FOUR / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

FIVE / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

SIX / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

SEVEN / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

EIGHT / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

NINE / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

TEN / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

ELEVEN / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

TWELVE / DATE: Click here to enter a date. / START TIME: Click here to enter text. / END TIME: Click here to enter text.

PEER COACH/MENTOR NAME: Click here to enter text.

SYNOPSIS OF DISCUSSION: Click here to enter text.

Describe Your Presentation to a dean or director

Here are a few questions to get you started: To whom did you make the presentation? What documents and information did you present to them? What kinds of questions did they ask? What financial skills did you employ in the preparation and execution of the presentation? How was this information useful to the department or unit?

Click here to enter text.

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