Table 4.

General plan sheet for managing mentoring expectations (a mentorship agreement).

Theme	Mentee’s response	Mentor’s response	Consensus
How often will you meet and how long for?
How/Where will you meet? Face-to-Face (virtual or in-person) meeting?
Who sets the agenda? How will this be managed? (e.g. will the agenda be sent a week before the meeting to give both parties time to prepare?)
What topics do you want to discuss? What do you want out of this relationship?
What expertise and advice can you offer or do you need?
Reflect on different aspects of your own experiences
Ask yourself: what do you have to bring as a mentor?
What is your story?
What do you think the other person expects of you?
How open are you to feedback/to giving feedback, including constructive criticism?
What type of mentoring is needed/given? Instructive or nondirective? Goal-orientated?
What are your expectations regarding confidentiality?
What are the boundaries of this relationship?
What don’t you want to talk about (e.g. personal life, job applications, etc. Note: this may change during the course of the mentoring)?
When/how will you review the mentoring arrangement, to make sure it is working for both parties?
How will conflicts be managed?
When and how will third parties be included to assist in conflict management?
Who will those third-party individuals be or how will they be identified?
When will the relationship end?
What is a successful outcome?