How to Run a Successful Mentoring Intro Session With Your Mentee
Nicola Cronin
4 minutes
June 14, 2023

So you’ve decided to become a mentor! Well done – we need people like you.

Once you’ve been matched with your mentee, by your HR team or through mentoring software, you can start thinking about your first session.

The intro – or ‘chemistry’ – session between a mentor and mentee is crucial, as it will dictate whether the relationship develops, or whether the fit isn’t quite right.

From working with hundreds of mentors here at Guider, we’ve analysed the best way to run a successful intro session with your mentee – here’s a step-by-step list to get started:

Before the Intro Session:

1. Research your mentee

First thing’s first, read up on your mentee! Take a look at their profile (or questionnaire answers depending how your mentoring programme is run), and familiarise yourself with their background, skills and goals before your intro session.

Take a look at their LinkedIn profile too to learn more about their past experience, and note any things you have in common which could be useful for an icebreaker conversation.

2. Brush up on your expertise

Take some time to remind yourself of your biggest strengths and achievements. You don’t want to end up giving your autobiography, so prior to your intro session, make sure you’ve reflected on your experience and noted areas you believe you can work on with your mentee.

Remember: this intro session is all about finding alignment and chemistry so you can embark on a mentoring journey together, so it’s best to discuss expertise that is highly relevant to their goals / career desires.

3. Double-check the logistics

This may sound obvious, but make sure that you and your mentee know where and when you are meeting for your session (if it’s in person). Or if it’s a video call, check in over email beforehand and test the video link in advance to avoid any technical delays!

4. Understand your role and its importance

You have a significant role to play as a mentor, and while there are numerous benefits that come from mentoring, this is is a big responsibility. Take some time to understand your role, its importance and how your influence will impact your mentee – and all those they come into contact with. Be open-minded that your mentee will have new perspectives and experiences that could change the way you work too.

Types and uses of workplace mentoring e-book downloadDuring the Intro Session:

1. Ask open questions

Don’t drive straight into the meaty stuff – ease your way into the session by asking open and general questions about your mentee’s background, their education, interests and career to date. This is also a good time to chat about any mutual interests or hobbies you may have learnt about!

Questions like this work well to kick off discussion:

  • “Where did you grow up?”
  • “Could you tell me about your career journey so far?”
  • “When and why did you join the company you’re currently at?”

2. Introduce yourself

Tell your mentee about yourself. Include an overview of your career journey, key achievements, passions and interests, and why you wanted to be a mentor.

Try to link as much as possible to areas where their interest also lies, to find common ground and highlight how you can help them learn and grow.

3. Stress confidentiality

It’s good to remind your mentee that everything they say or discuss is entirely confidential and stays between you two.

This is especially relevant for internal mentoring in organisations – do your best to make your mentee feel at ease and comfortable to open up to you!

4. Discuss their goals

Get an idea about what development areas or goals your mentee wants to achieve, and in what timeframe. Discuss ways you believe you can help them get there, with as many actionable suggestions as possible.

Note: It’s important to be honest at this stage if you don’t feel like you can help them or you don’t think your expertise is relevant to a particular goal.

How To Set Goals (And Actually Achieve Them)

5. Set mutual expectations

Discuss your working style and set your own boundaries. Be open with your mentee by explaining your limitations and how you want to work together. This includes how often you should meet, how long you want the sessions to be, and how you prefer to communicate.

After the Intro Session:

1. Book the next session

We’d recommend comparing calendars at the end of your intro session, then you can follow up with an email invite for the next session afterwards. If you agreed to a regular meeting time that works for both of you, you can even make this calendar invite recurring.

2. Share relevant materials

Remember to send over the links to any relevant articles, events, books or podcast recommendations you may have discussed in your intro session.

This sets the precedent of good communication and following up, showing that you’re dedicated to the relationship and their development.

3. Get connected!

If you haven’t done so already, connect with your mentee on LinkedIn.

The first mentoring session is all about finding chemistry. Getting to know their background, career and personality will help you understand their goals and challenges a lot better.

You may not have too much time to start giving advice, but don’t worry, that will come in proceeding sessions! Don’t rush it. The majority of the intro meeting will be about getting to know each other and seeing how you can work together going forward.

Good luck!

For more expert tips, check out our guides:

How To Be A Great Mentor

Get the Most Out of Mentoring This Year

How to Run a Productive Mentoring Session

How to Find a Great Mentor

How to Be a Good Mentee

15 Essential Mentoring Skills

How to Be a Good Mentor

What's next?

Whenever you’re ready… here are 3 ways Guider can help you supercharge your L&D with mentoring:

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Everything you need to create and scale an effective workplace mentoring programme. Includes: setup checklist, matching guide, expert advice, proving ROI and much more.

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