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Relationship worksheet

Mentoring agreement template

For mentors & mentees

Complete this worksheet together at your first meeting. Keep a copy you can both refer to, and revisit it when your goals or availability change.

Download template (.txt)Editable plain text · no signup

This is a working relationship worksheet, not a legal contract or a replacement for your organization’s participation, privacy, or safeguarding policies. Do not promise absolute confidentiality; discuss any reporting obligations with your program team.

1. Our relationship

  • Mentor: ____________________ Mentee: ____________________
  • Program and program contact: ____________________
  • Start date: __________ Review date: __________ Expected end date: __________
  • We are meeting because: ____________________

2. What we want to work toward

  • Our first one or two development goals: ____________________
  • A practical sign of progress for each goal: ____________________
  • What the mentee hopes to learn, and what the mentor can offer: ____________________
  • Topics or requests outside the scope of this relationship: ____________________

3. How we will meet

  • Meeting frequency, length, location or call tool, and time zone: ____________________
  • Who schedules meetings and prepares the agenda: ____________________
  • How we will handle cancellations, rescheduling, and missed meetings: ____________________
  • How we will communicate between meetings, and our realistic response expectations: ____________________
  • Any access needs or adjustments that help us participate: ____________________

4. Boundaries and trust

  • Discuss what information stays within the pair and what the program team can see under the applicable policies.
  • Agree how to handle notes and personal information. Check the rules and consent requirements before recording or sharing a conversation.
  • Discuss any reporting or safeguarding obligations and the contact for concerns.
  • Agree that feedback will be respectful and that either person can say a topic is outside their comfort or expertise.
  • Agree how either person can ask the program team for support, a pause, or a different match.

5. Check in and adapt

  • Our next meeting and first action for each person: ____________________
  • We will review our goals and this worksheet on: ____________________
  • At the end, we will reflect on what we learned and discuss whether and how to stay in touch.