Resources

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Resources

The following resources are available as free downloads from the LearnStarr area of my website www.starrcoaching.co.uk. This content is free to use as part of your personal practice and I request that you do not charge others for it.

Resource 1: Agenda options for session two

What follows are two options for how you might structure your second session with a mentee, one with a clearer emphasis on building the relationship and the other with more of an action focus.

Agenda A – Relationship emphasis

Ref.ItemApprox. timingGuidance
1.0Build the mentor’s understanding of the mentee

The mentor ‘interviews’ the mentee to learn more of their background, current situation and preferences. For example:

‘So tell me more about how you come to be in this role and situation?’

‘I’m interested to understand more about the work you do now. What are the challenges in that?’

Understand their aspirations; ‘Can you describe what you want for the future, e.g. in your career or for your personal life?’

20 min.Rather than follow my topics and questions exactly, be willing to stay with what comes up and what you are genuinely interested in. That could be anything from their choice of career to their choice of recreation or favourite pastime.
2.0Build the mentee’s understanding of the mentor

The mentee ‘interviews’ the mentor to learn more of their background, current situation and preferences. The mentee can use the previous agenda topics or simply interview the mentor according to their real interests and preferences.

20 min.As mentor, this is an opportunity for you to display openness and trust, e.g. in the amount of disclosure you are comfortable with. Balance this with a need to be appropriate/stay relevant.
3.0Discuss and agree relationship principles

Use the following to confirm or agree how you will work together:

Responsibility for learning rests with the mentee, as the mentor stays ‘committed and unattached’.

Mentoring is a collaboration between mentor, mentee and ‘everyday life’, so there is a need to stay focused on outcomes while being adaptable to change.

What the mentee chooses to do, learn, or ignore from the mentoring conversations is not the mentor’s business. This is not ‘managing’ but mentoring.

10 min.Keep the tone of these light, e.g. ‘This might or might not crop up’ or ‘For me what that means is simply . . . ’
4.0Create conversation on a key theme or topic

Take one of the mentee’s development themes and discuss that, for example:

What interests you around this topic?

What objectives or goals do you have?

Share your (the mentor’s) thoughts and experiences that may be relevant, and perhaps consider where other assistance might be appropriate.

30 min.Check out ‘Hints and tips: in conversation with your mentee 1 and 2’ in Chapter 5.
5.0Mentee summarises and creates a sense of the way forward

The mentee gives an overview of where they are following the conversation and how they want to take things forward, for example:

‘Here’s what I think I’ve got from this.’

‘Here’s what I think I need to focus on or get done’ Commit to actions if appropriate.

Here’s what might stop me, and here’s how I intend to tackle that.

10 min.As mentor you can naturally add to the summary and remember:

they need to engage with, and be empowered by, this process

what they do as a result of the conversation is something you must stay objective about

you are their mentor – not their manager.

Agenda B – Goal and task emphasis

Ref.ItemApprox. timingGuidance
1.0Build understanding: mentee’s themes

The mentor ‘interviews’ the mentee to focus more directly on their objectives and development themes. For example:

Let’s look more closely at what you want to get from this in terms of areas you want to develop or grow in.

Understand their aspirations: ‘Can you describe what you want for the future, e.g. in your career or for your personal life?

‘What do you see as potential blocks or barriers to your progress, e.g. current challenges, gaps in knowledge or skills?’

30 min.Rather than follow my topics and questions exactly, be willing to stay with what comes up and follow your own instincts, e.g. ‘Do they mean leadership or are they simply referring to a confident management style?’
2.0Focus on a topic or theme (1)

Take an initial topic or theme and create conversation around that theme, for example:

‘What would you like to focus on first?’

‘I’m thinking we might talk about this one first – how does that sound?’

‘Okay, let’s talk about this one’.

20 min.Remember the conversation has a gentle bias on what you can add, e.g. by sharing your experience and wisdom.
3.0Focus on a topic or theme (2)

As previously, take a second topic or theme and create conversation around that theme.

20 min.Note: You might not have time for this second topic as the first topic may overrun during detailed discussion/enquiry.
4.0Mentee summarises and creates a sense of the way forward

The mentee gives an overview of where they are following the conversation and how they want to take things forward, for example:

‘Here’s what I think I’ve got from this’.

‘Here’s what I think I need to focus on or get done’ and commit to actions if appropriate.

‘Here’s what might stop me, and here’s how I intend to tackle that’.

10 min.As mentor you can add to this, but please remember:

they need to engage with, and be empowered by, this process

what they do as a result of the conversation is something you must stay objective about

you are their mentor – not their manager.

5.0Check expectations/effectiveness

Discuss whether the conversation has felt appropriate in style and approach to meet the mentee’s needs, for example:

How much is this meeting your needs?

What else might we be missing?

What might we do more of/less of next time?

10 min.Here we review the approach or format during sessions, and focus indirectly on the relationship, checking that the mentee is happy, reassuring them of flexibility, etc.

Resource 2: Examples of how you might mentor others

Here are three different scenarios in which you might mentor others.

1. You are part of an organised company schemeObservations
The scheme coordinator matches you to a member of the company’s identified talent – Alison, an engineer fresh into her first management position. You are asked to provide mentoring support for a term of 12 months. You attend a half-day ‘Introduction to Mentoring’ class, where you learn principles of mentoring, the process, approach, dos/don’ts, etc. Alison attends a similar half-day session to help her get the most from the experience, e.g. what she can expect from her mentor and what will be expected from her.

While Alison is a new manager, she eventually wants to progress to a more general manager role and move away from technical engineering involvement. Her goals are to develop her leadership style, personal impact and delegation skills. Your first three meetings are monthly, then afterwards every 6–8 weeks. As mentor, you add value through general discussion, e.g. of Alison’s day-2-day situations and sharing your own stories, insights and beliefs. You make observations and provide constructive feedback where appropriate. The conversations are broad ranging and sometimes challenging, e.g. as Alison asks unexpected questions or for examples to illustrate your beliefs. Sometimes you recommend books, YouTube videos, TED talks, etc. Alison keeps her own notes, arranges the agreed schedule of meetings and takes responsibility for any follow-up.

You both review the process informally throughout the year, e.g. what’s working, what’s not working? Alison reports that what she values most is your supportive style and that she feels she can bring anything into the conversation and knows you’ll offer a view. After the agreed duration of 12 months, the assignment completes with an informal review and Alison notifies the coordinator of the scheme. The coordinator of the scheme contacts you for a final update, e.g. ‘How did this go?’, ‘What did you get from this?’

The scheme coordinator will often be more involved during the set-up phase, then take a back seat, though be available to handle any issues that may arise.

The coordinator may also encourage more formal review and evaluation methods, e.g. conduct evaluation interviews, send electronic questionnaires. Alternatively, they may be more relaxed, e.g. ask you and the mentee for anecdotal feedback.

Example 2. You are a pro-active volunteerObservation
You approach your local university to offer your time as a mentor as part of a scheme you’ve heard they offer to students. After a chat over the telephone, you complete a form detailing your career history and life experiences. You are assigned a mature student called Fiona, who is studying business management to help her start a delicatessen and coffee shop locally. While you currently help run your family’s haulage business, you previously managed a busy high-street restaurant and can see logical links to her situation.

You visit the university and meet the scheme coordinator, who explains the modest expectations upon you and broadly describes your mentee, Fiona. You are asked to provide a minimum of six hour-long sessions over the academic term, potentially on the university campus or by video conference. Fiona has also been briefed and asked to arrange location and dates of meetings. You have an initial chat with Fiona on the telephone and agree to meet at your office.

You find that Fiona is naturally very focused on the processes of running a business, e.g. stock-control methods, pricing, financial forecasting. These are areas that she says she wants help with, but you see few links with your own experience or core skills. Fiona also explains that she wants to have an environmentally friendly eco theme, which includes educating the customers on the global issues related to food production. You sense that some of Fiona’s messages may wander into ‘lecturing’ and wonder how that will translate to the customer’s experience. After running a restaurant yourself, you know that how the customer feels about what you do is a priority, e.g. as word of mouth spreads.

In your initial sessions you notice how engaged and knowledgeable Fiona is on financial modelling and environmental research. The link to you having something to offer still isn’t clear, so you gently explain that these aren’t topics you can help with, and also they are areas she appears very able to take forward. However, the topic of the customer’s experience is something you feel you can help her develop more fully as something key to the success of her business. Fiona leaves the session unsure, then later contacts you to say she’s realised that actually this is something that she would like to work on.

You suggest that your following meetings are in a series of different food and drink outlets, where you can observe and discuss what works and what doesn’t. You offer your own ideas to add to her list and buy her a book on transforming customer service. Fiona decides to adopt some of the creative ideas in the book.

After six sessions, you both decide to continue the meetings to support the opening of the deli and café. Fiona keeps a learning diary, e.g. writes a note at the end of each week. After your ninth and final official session, your relationship becomes less formal – you occasionally call by the café as you enjoy seeing Fiona’s business grow. When your 16-year-old son is looking for a Saturday job, he is placed at the top of Fiona’s waiting list.

This is a less structured assignment that offers creative potential but also risk, e.g. that you try to help with something inappropriate or irrelevant.

When you operate from the principle that you have something the mentee wants, then you are more likely to identify this. This requires that you question the flow of the conversations, e.g. what help the mentee says they need.

This relationship develops elements of an unlikely friendship and is mutually enjoyable because of that.

Example 3. You are offered an opportunity by someone in your networkObservations
A former colleague contacts you to ask if you might mentor one of their team who needs to build awareness of working across different cultures, because that’s something you have experience of. Ian is an experienced project manager, who is about to begin a project that involves working in Asia. You exchange CVs and schedule a meeting near your work location. When you meet, you spend time learning what you have in common, e.g. Ian’s moving a young family to live abroad, and you have done that. So you talk a little about the impact on marriage, kids and the effects of foreign schooling. What Ian is mainly interested in is how to build and lead teams in Asia as he finds the idea daunting.

You agree three areas to focus on: influence, building cross-cultural teams and working across global locations/time zones. You meet a few times before Ian leaves for Hong Kong and then have conversations over Zoom every 8–10 weeks. While sometimes the conversations feel like chatting, you use the three focus areas to keep sight of what’s relevant. You encourage Ian to learn about the region’s history and culture as a way of demonstrating respect to his new colleagues. You also help him connect with a local ex-pat community, which his wife engages with. When you ask, Ian tells you that he’s using the conversations to distinguish the real problems from imagined ones and has gained confidence in tackling those. Over time, your conversations become less frequent, e.g. once every six months.

The relationship ends by Ian buying you dinner when he makes a return visit, and you enjoy swapping stories and hearing about what’s been happening. You keep in touch and enjoy receiving his occasional updates.

This is a less structured relationship and so has potential flexibility but also risk, e.g. conversations may wander and lack true value.

It’s important to make links early on to what you can specifically help with and trust that other areas of benefit will arise naturally.

The benefits of this assignment are most clearly for the mentee, Ian. As mentor you are fulfilled by contributing to someone else’s success and by your broadened outlook arising from the conversations.

You trust that any additional benefits will be indirect, e.g. the goodwill of your former colleague.

Resource 3: Review an assignment: potential agenda topics and questions

The following questions create a clear focus on key topics for the review of an on-going assignment.

No.Topic and questions
1.The function of the meetings

What works well about the way we’re collaborating? Frequency, duration, and location of meetings, etc.

What works less well?

What would work better?

2.Approach to the assignment

How appropriate is the level of structure we’re using, agreements, expectations, identification of themes and objectives, etc.

What might we do less of? formal agendas, meetings in person, etc.

What could we add that would help? emailing notes, phone calls, etc.

3.Progress, results and outcomes

What have been the main results of mentoring support for you so far? For example:

What has happened that has been directly affected/influenced by the mentoring?

What has happened that would not have happened, namely without the mentoring?

What else seems relevant?

Considering what you hoped to get from mentoring, how successful/effective is it?

What hasn’t the mentoring addressed that you feel is still a development need or barrier to your progress?

Resource 4: Consolidate learning: potential agenda topics and questions

In the closing/completion stage of an assignment, the following questions focus on key topics within an effective review.

No.Topic and questions
1.Review of overall progress made since receiving mentoring support

Thinking of your initial expectations and development goals, what progress do you feel you’ve made?

What areas have you made less progress in?

What might be the cause of that?

What other progress have you made?

Progress that seems related.

Progress that appears less related or unrelated.

2.Themes of the assignment: growth, wisdom and learning

What are the ideas or messages that have arisen from mentor conversations?

What ideas do you think have been most important for you, i.e. that you want to remember the most?

How will these affect or influence you going forward?

In the short term.

In the longer term.

3.Exchange feedback: from mentee to mentor

What do you see as your mentor’s strengths in providing this type of support to people?

What do you value most about your mentor’s support?

What might your mentor do/improve upon that would work better?

4.Exchange feedback: from mentor to mentee

What do you see as your mentee’s key strengths?

What do you value them for most?

What is their greatest potential contribution?

In their role at work?

Elsewhere, outside of their role, in life generally?

What are their challenges, blocks of awareness, behaviour or ability?

What might they do to overcome those?

What might be the benefits of that?

What else do you have to say?

5.Identify options for on-going support and learning

What development themes does the mentee still have? This may remain the same as those used within the mentoring.

How might the mentee continue to make progress? Regular routines, training, etc.

What support is available to them? People, membership of networks, online resources and tools, etc.

6.Agree a schedule to complete

What needs to happen now before we complete?

Actions; complete ‘x’ or finish ‘y’.

Activities, e.g. ‘We’ll have two more conversations, one in person and one by telephone.’

Events, dates, milestones, e.g. wait until the mentee has spent six months in their new role.

7.Mentee summarises

Confirm what’s been agreed and the way forward.

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