2018-2019

Mentor Program

Stephanie Fischer

Sarah Lewis

Agenda• Overview of Program

• Roles and Expectations

– Covenant

– Partnership Record

• Preparing for a Meeting

• Mentor Program Tools

• Goal Setting

• Schedule

Overview• 1 year program (July 2018 – June 2019)

• One 1-hour meeting / month (or as agreed upon by Mentor & Mentee)

“Success occurs when

opportunity meets preparation”

Mentee Roles & Responsibilities• To not use the Mentoring Program as a means to securing employment with

my mentor’s employer;

• To be respectful of my Mentor’s time and confidentiality;

• To take responsibility for my plan of learning and growth;

• To be proactive and initiate interactions with my Mentor;

• To be open to new ideas, perspectives and experiences;

• To ask for, and openly accept, honest feedback from my Mentor;

• To be prepared for all meetings with my Mentor;

• To provide honest feedback on the results of the Mentoring Program to the

designated Chapter Contact

Mentor Roles & Responsibilities• To not use the Mentoring Program to recruit staff for my employer;

• To commit to spending an appropriate amount of time to establish an open

and trusting relationship with the Mentee;

• To support and guide personal and professional growth for the Mentee within

their current employer and within the Metropolitan Philadelphia Chapter of

HFMA;

• To share specialized knowledge and experiences with the Mentee;

• To share my experiences within HFMA and to provide the Mentee with

information to pursue leadership roles within HFMA;

• To encourage the Mentee to accept new challenges and overcome obstacles;

• To encourage the Mentee to seek HFMA Certification (CHFP/FHFMA/CRCR);

• To provide the Mentee with honest and open feedback;

• To work with the Mentee to seek mutual agreement on goals and expectations

Covenant

• Formal agreement between mentor and mentee covering:

– Confidentiality

– Meeting Frequency

– Expectations via Partnership Agreement

– Oversight & Support

• Sign & return to Committee

• Mentees Responsibility to bring two copies to first meeting

Partnership Record

• Conversation Guide for First Meeting

• Includes the following:

– Contact Information

– Availability and preferred method of communication (phone, email (work / personal), face-to-face meetings, administrative assistant to assist with coordinating meeting, etc.

– Communication Schedule (i.e. monthly re-occurring meeting)

– Review Roles & Responsibilities of mentor & mentee

– Discuss General goals for program year

Preparing for a Meeting• Meetings should be initiated and coordinated by the mentee

• Schedule the meeting (calendar invitation with call in information and agenda)

• Prepare the agenda

• Prepare for the meeting

– Send a reminder and/or materials a week before the meeting

• Meeting Follow-up

– Minutes / Action Items

– Send Follow-up Email summarizing minutes / action items

– Topic for next time / scheduled date meeting

Sample Agenda

Mentor Program Tools

• Covenant

• Partnership Record

• Goal Setting & Tracking Form

• Meeting Resource Guide for Mentees

http://hfmaphila.org/mentorship-resources/

Meeting Resource Guide Customize the program to meet your needs:

• Goal Setting

• Myers-Briggs Personality

• Resume Review

• Key Relationships

• Personal SWOT Analysis

• Accomplishment Exercise

• Additional Questions / Deepen the Conversation

2018 - 2019 ScheduleMonth General Topic Goals / Action Items

July/August

Quarterly Call Kick-off Program & Professional Development Topic

#1

Introductions, Covenant & Partnership Record Complete Covenant, Partnership Record & Agree

upon Meeting Schedule

Review Goal Setting Doc (prepared in advance by

mentee)

Dependent on Goal Setting Discussion

Select Professional Development Topic for next

meeting

September Review Goal Setting Doc (brief)

Professional Development Topic

Select Professional Development Topic for next

meeting

October

Quarterly Mentee Call Check-in & Professional Development Topic #2

Review Goal Setting Doc (Brief)

Professional Development Topic

Select Professional Development Topic for next

meeting

November Select Professional Development Topic for next

meeting

December

January Quarterly Call Check-in & Professional Development Topic #3

February

March

April Quarterly Call Check-in & Professional Development Topic #4

May

June

Goal Setting

• Identify where they would like to be and what

they would have liked to accomplished.

• Goals should Specific, Measurable, Actionable,

Relevant, and Time-focused (SMART).

• Goals should be re-visited each session to

address your progress toward them and look for

pathways to achieve them.

Goal Setting –

Types of Goals

• Learning goals start with identifying the gaps in

your current knowledge or experience

• Connecting Goals start with identifying who

should you be connecting with that will have

influence over your professional future

• Creating goals start with gaps in your skillset as

a professional

Goal Setting Form

CONTACT INFO

Stephanie Fischer

Stephanie.Fischer@RevintSolutions.com

610-742-6756

Sarah Lewis

Sarah.Lewis@RevintSolutions.com

510-333-8060