This is a checklist of activities to guide both the lead mentor and mentee following a mutual agreement to formalize the lead mentor and mentee relationship.
First visit |
| Mentor |
Mentee |
- When the appointment is made, forward an individual development plan (IDP) to be returned at least 2 weeks prior to your scheduled meeting.
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- Set up initial one hour meeting date and time
- Prior to the meeting review accomplishments of your mentor, i.e. recent publications via pub med, NIH crisp database, grants etc. Obtain a copy of your mentors CV.
- Review: A Faculty Handbook for Success Advancement & Promotion at UCSF.
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Before the first Meeting:
- Review mentee documents, i.e. IDP, current CV, and NIH biosketch
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At least 2 weeks before the first Meeting:
- Send your Lead Mentor
- your most recent updated CV in UCSF format (Faculty Handbook)
- NIH biosketch
- completed IDP
- Career Mentor name
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During the First meeting:
- Detailed discussion of IDP and other materials
- Your research and mentee overlap
- Discuss Mentoring Team:
- Identify co-Scientific mentors 1-2 co-mentors from different disciplines; at least one mentor from a multidisciplinary team if the lead mentor is not
- Set frequency of meeting and length
- Define frequency of meetings with the mentoring team:
- Co-mentor Scientific mentor q 1- 3months?
- Whole mentoring team q 6 months? 1 hour
- Discuss general concepts of f/u meetings
- Define intervals for updating IDP, i.e. q 6 months or q yearly?
- Set next meeting time, date and location
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During the First meeting:
- Discuss your areas of interest, goals, plans for meeting goals, develop an action plan using the IDP to focus your discussion with your lead mentor.
- Bring a list of potential co-mentors for your multidisciplinary mentor team
- Discuss series
- Agree on frequency of meetings and a series of follow-up meetings dates and times
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After the first meeting:
- Review brief summary prepared by mentee, return comments and encourage mentee to share with co-mentors.
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After the first meeting:
- Write a brief summary to capture action items and send to your lead mentor.
- Make sure to follow up on any meeting items
- Set up a regular schedule to revisit your IDP and update accordingly
- Update your CV quarterly
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Follow-up Meeting(s) |
| Mentor |
Mentee |
Before the Meeting:
- Review mentee updated information
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Before the Meeting:
- Forward specific agenda items and pertinent materials you may want feedback on during your meeting (project ideas, proposals, abstract or manuscript drafts)
- Update CV: Highlighting any pertinent changes
- Update IDP: Highlighting any pertinent changes
- Networking: Identify professional meetings, organizations: attending, paying attention to abstract submissions and networking opportunities.
- Review series & promotion—questions? Are you on track?
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During the meeting:
- Review IDP and CV
- Specific attention to progression or lack thereof,
- Identify potential strategies
- Discuss series and promotion and timeline with specific activities
- Discuss networking and other issues.
- Discuss and set up meeting with co-mentors and f/u meetings with lead mentor
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During the meeting:
- Revisit your areas of interest, goals, plans for meeting goals, develop an action plan using the IDP to focus your discussion with your lead mentor.
- Discuss any concerns or problems, accomplishments
- Discuss pending abstract submissions, attending meetings, joining professional organizations etc. Nationally, regionally, locally?
- Discuss series and promotion questions
- Set up a follow-up meeting date and time, duration of meeting
- Discuss and set up meeting with co-mentors and f/u meetings with lead mentor
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After the meeting:
- Review brief summary prepared by mentee, return comments and encourage mentee to share with co-mentors.
| After the meeting:
- Review brief summary prepared by mentee, return comments and encourage mentee to share with co-mentors.
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