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How To Run A First With Mentor Meeting

‘ Set clear goals, prepare your questions and expectations, accommodate your mentor’s availability, behave respectfully, and actively engage in open communication in your first mentor meeting.’

A First With Mentor Meeting is an initial meeting between a mentor and mentee, usually in a professional or academic setting, to establish a rapport and set goals for the mentorship relationship. During this meeting, the mentor typically shares their expertise, provides guidance and support, and outlines expectations and objectives for the mentoring partnership. The purpose of the First With Mentor Meeting is to lay the foundation for a successful mentoring experience by establishing clear communication, building trust, and establishing the mentee’s specific needs and aspirations.

How To Run A First With Mentor Meeting: Step-By-Step


Step 1: Preparation

In addition to researching your mentor’s background, achievements, and fields of expertise, it is important to set clear objectives for the mentorship. Clearly outline what you hope to learn from your mentor and the specific areas in which you seek guidance and support.

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Step 2: Setting Up the Meeting

To seek guidance, connect with your mentor by introducing yourself and coordinating a meeting at a suitable time for both parties.

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Step 3: Formal Introduction

Begin the meeting by formally introducing yourself. Provide a brief overview of your professional background and clearly express the objectives or desired outcomes for the meeting to set the tone and focus for the discussion.


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Step 4: Establishing Expectations

Our objectives for the mentorship program are to provide employees with personalized guidance and support to help them develop their skills, enhance their performance, and advance their careers. We are seeking mentors who can offer expertise in specific areas and provide valuable insights and advice.

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Step 5: Requesting Mentor’s Expectations

It is crucial to understand your mentor’s desired outcomes for this collaboration to ensure transparency and align expectations from the outset. Discuss their goals and expectations to establish a clear understanding between both parties.

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Step 6: Setting the Plan

Together with your mentor, schedule future meetings to discuss specific topics and goals, determining the most suitable frequency, duration, and mode of interaction. Regular communication ensures effective guidance and support.

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Step 7: Talk About Confidentiality

Creating a safe environment is crucial for effective mentorship. By ensuring confidentiality, individuals feel comfortable discussing sensitive topics, leading to open and honest conversations necessary for growth and development.

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Step 8: Open Discussion

In order to foster open discussion and facilitate the transfer of knowledge, it is essential to create an environment that allows the mentor to both impart their wisdom and actively engage with your goals and objectives, enabling a productive and enriching learning experience.

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Step 9: Closure

After the meeting, it is important to summarize the main points discussed to ensure that both parties have a clear understanding of the key takeaways and are aligned in their understanding of future action items. This helps to prevent any miscommunication or confusion moving forward.

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Step 10: Follow-Up

Determining the need for follow-up actions post-meeting is crucial. This may include tasks, reviewing relevant materials, or setting the agenda for the next meeting. Ensuring effective communication and timely completion is key.


In conclusion, running a successful first mentor meeting is crucial for establishing a strong and productive mentoring relationship. By following the steps outlined in this blog post, including setting clear goals, creating an agenda, and fostering open communication, mentees can maximize the value they receive from their mentors. It is important to remember that mentorship is a two-way street, and mentees should actively engage in the process by taking ownership of their development and seeking feedback and advice from their mentors. With a well-structured and well-executed mentor meeting, mentees can lay a solid foundation for growth, learning, and success in their professional journey.

Popular Questions

What should I prepare for the first meeting with my mentor?

For your initial meeting with a mentor, you should come prepared with a brief overview of your career or academic goals, any specific challenges you’re currently facing, and a list of questions or topics you’d like to discuss. It’s also a good idea to familiarize yourself with your mentor’s background and accomplishments.

How should I establish my goals in the meeting?

Establishing your goals in the first meeting is crucial. Start by sharing your long-term goals and then discuss your short-term goals that align with the bigger picture. Be honest about your expectations and ask your mentor how they can help you achieve these goals.

What's the best way to build a rapport with my mentor?

Building rapport with your mentor involves showing respect for their time and expertise, along with expressing genuine interest in their experiences or advice. Be yourself, be open, and show enthusiasm. Good, clear communication is key to developing a strong relationship.

Is it okay to ask for feedback at the first meeting?

Yes, it’s perfectly fine to ask for feedback at the first meeting. In fact, a good mentor appreciates proactive mentees who seek constructive criticism. This could involve asking for feedback on your goals, current challenges or future plans.

How do I follow up after our first meeting?

Following up after your first meeting can involve a simple email thanking your mentor for their time and summarizing the main points of your discussion. Express your appreciation for their advice and insights, and mention any immediate actions you plan to take based on these.