HFMA Mentor Program Kick-off...
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2018-2019 Mentor Program Stephanie Fischer Sarah Lewis
Transcript of HFMA Mentor Program Kick-off...
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
610-742-6756
Sarah Lewis
510-333-8060
