Implementation Toolkit

One of the most important things mentors and protegees can do at the beginning and throughout the relationship is to continually align expectations. 

Faculty and students may have a difficult time having a frank discussion with one another about their relationship. Student-advisor expectations scales like the one below contain useful prompts for these conversations.

Original from Ingrid Moses, 1985, Higher Education Research and Development Society of Australasia. Adapted by Margaret Kiley and Kate Cadman, 1997, Centre for Learning & Teaching, Univ. of Technology, Sydney. Further adapted by Chris M. Golde, 2010, Stanford University.

Written Mentor-Mentee Agreements serve to codify expectations once they have been discussed. 

The types of expectations that can be addressed in mentor-mentee written agreements are unlimited.

• Ten Simple Rules for Developing a Mentor-Mentee Expectations
• Identifying and Aligning Expectations in a Mentoring Relationship
• Sample Agreements Co-Developed by Graduate Student & Faculty Members
  • Compact 1: Co-Developed by Graduate Student & Faculty Member (PDF) 
  • Compact 2: Co-Developed by Graduate Student & Faculty Member (PDF) 
• Sample Agreements Developed by Graduate Advisor or Lab Director
  • Sample Compact from Laboratory of Dr. Trina McMahon for Graduate Students, University of Wisconsin-Madison (PDF)
  • Working with Norman Ramsey: A Guide for Research Students (PDF)
• Sample Agreements - College and/or University Level
  • Brown University Graduate School (PDF)
  • AAMC Postdoc-Mentor Compact (Doc)

The Graduate School requires all doctoral students to have yearly progress towards degree meetings.

• Worksheet: Progress to Degree (Stanford) (Doc)
• Article: Yearly Planning Meetings: Individualized Development Plans Aren't Just More Paperwork
  • Worksheet Developed with Article Content (sample): Yearly Planning Meetings Template (PDF)

• Article: Measuring the Effectiveness of Faculty Mentoring Relationships
  • Article Highlight (Worksheet): Mentorship Effectiveness Scale (downloadable PDF)
• Article: The Mentoring Competency Assessment
  • Article Highlight (Worksheet): Mentoring Competency Assessment - Mentor Self Reflection
• Article Highlight (Worksheet): Mentoring Competency Assessment - Mentee Self Reflection

• Strategic Leaders Global Summit on Graduate Education
  • Contains a link to conference proceedings