Mentoring agreement template | Skilvate

For mentors & mentees

Relationship worksheet

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.

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.

Adapt this resource to your program. Explore Skilvate’s mentoring resources and product tour for more guidance.