Worksheet · Soft Skills · Working With a Mentor

Onboarding checklist and communication tracker

From the lesson Onboarding a Mentor

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1List the questions you will ask in your first call.

2Draft your three-month goals for the mentor to review.

3Start your personal communication tracker.

Worked example to compare with: The first call

  • Questions to ask: what does success look like in three months? How often should we check in? Where do you want updates? Who do I go to if I am stuck?
  • Agreements to write down: three goals, a weekly 20-minute check-in, a shared folder and response times.
  • First task: a small one with a clear deadline.
  • Result to look for: by the end of week one, both of you know what good looks like.

Check yourself

  • I can explain "Onboarding a Mentor" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Back to the lesson

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