This appendix contains a sample mentorship plan that can be used at the start of mentoring relationships to discover the needs and expectations of all members. Feel free to modify this template to best suit your needs and the type of teaching and learning mentorship you have selected. You are also encouraged to revisit the plan over time as your needs change and evolve.

A Google Doc version of this template can be accessed here.

Mentoring Partnership Plan

Date:

Name of mentor(s):

Name of mentee(s):

Frequency of meetings:

Guidelines for mentorship

Needs:

• Mentee(s):
• Mentor(s):

Expected behaviors:

• Mentee(s):
• Mentor(s):

Roles and responsibilities:

• Mentee(s):
• Mentor(s):

Confidentiality and off-limit topics:

Strategies for managing conflict if it arises:

Key mentorship goals

Include target dates and actions needed to achieve each goal.

• Teaching goals:
• Professional development goals:
• Indicators of success:
• Potential barriers to success:
• Actions to mitigate barriers to success:

Planning and organization

Preparation of meeting agendas: Do you wish to make use of these? If so, who will prepare them? How far in advance of the meeting shall they be made available?

Progress report before each meeting: Do you wish to make use of these? If so, who will prepare them? How far in advance of the meeting shall they be made available?

Signatures of agreement:

• Mentee(s):
• Mentor(s):

Date:

adapted from “The Mentorship Guide for Teaching and Learning,” by Barrette-Ng et al,  Taylor Institute for Teaching and Learning at the University of Calgary, shared with a CC BY NC 4.0 license.