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Mentorship Meeting and Goals Template
Prepare an agenda, record goals and next steps, and capture what you agreed in each mentoring meeting.
Pillar guide
How mentoring and mentorship support study and research, the different roles a mentor can play, and how to build a relationship that works.
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Short answer
Mentoring and mentorship describe a working relationship in which someone helps you learn and grow over time, beyond simply directing your work. A mentor may also be your supervisor or adviser, but the roles differ. Many students benefit from several mentors for different needs. Start by being clear about what you want help with, agree expectations early, and review progress together regularly.
Mentoring and mentorship describe a working relationship in which a more experienced person helps you learn, make decisions and grow in your field over time. For students and early-career researchers, a good mentor can explain how research really works, help you think through choices and point you toward people and opportunities you wouldn’t find alone.
It’s also a relationship you help shape. The National Academies of Sciences, Engineering, and Medicine, in its 2019 report The Science of Effective Mentorship in STEMM, defines mentorship as “a collaborative learning relationship and working alliance, historically but not always between a more experienced and less experienced individual, based on intentionality, responsiveness, reciprocity, trust, and shared responsibility.” The last part matters. The report describes students not as passive recipients but as people with “potential agency that can contribute to effective mentoring relationships.”
These words are often used interchangeably, and one person can play all three roles. They describe different responsibilities, though, and knowing the difference helps you ask for the right kind of support.
Mentor, supervisor and adviser compared
| Role | Main focus | Typical relationship | Example of what you might ask them |
|---|---|---|---|
| Supervisor | Your work: tasks, deadlines and quality | Formal, often tied to a job, lab or project | What should I prioritize on this experiment this week? |
| Adviser | Your academic path: courses, requirements and thesis | Formal, often assigned by your program | Does this course count toward my degree requirements? |
| Mentor | Your development as a person and professional | Often chosen, and can be formal or informal | How did you decide between industry and academia? |
Other roles come up too. A sponsor uses their influence to recommend you for opportunities. A peer mentor is a fellow student slightly further along. The National Academies report treats role modeling, advising and sponsorship as things effective mentorship may include, rather than as entirely separate relationships.
Many students find it helpful to have more than one. The National Academies report describes effective mentorship as including help in developing “a supportive network of other mentors and peers.” In practice, that might mean a faculty member for research direction, a graduate student for day-to-day lab questions, a peer who understands your coursework and someone outside academia for career perspective. No single person has to meet every need.
Mentors can come from inside or outside your institution:
For research mentors specifically, our guide on how to find a research mentor covers judging fit and lab culture. If you’re approaching a professor for the first time, see how to email a professor about research.
Asking someone to “be my mentor” can feel like a big request, for both of you. It often works better to start with a specific question or a single conversation and let the relationship develop.
A first meeting goes best when you’ve prepared. Use this as a checklist:
Writing these points down helps. The mentoring agreement template gives you a simple structure for recording what you agree.
An invented teaching example: a second-year graduate student meets a postdoc in a neighboring lab. They agree to meet for thirty minutes every three weeks. The student will send a short agenda a day ahead, and the first goal is improving how the student presents data at group meetings. Nothing elaborate, but both people know what to expect.
Mentoring relationships often fade not because anything went wrong but because nobody scheduled the next conversation. A few habits help:
Learning through practice and feedback is the focus of our guide to hands-on learning and mentorship.
Not every mentoring relationship fits, and that’s no one’s failure. Signs it may need attention include meetings that keep getting cancelled, advice that doesn’t match your goals, or communication that leaves you anxious rather than supported.
Start with a direct, specific conversation. You might say: “I’ve found our meetings most helpful when we focus on my analysis. Could we spend more time on that?” If expectations have drifted, revisit what you agreed at the start.
If a relationship can’t be repaired, it’s reasonable to seek other mentors while staying courteous. Where a situation involves harassment, discrimination or other serious concerns, use your institution’s formal channels, such as an ombudsperson, graduate school office or equivalent. Those offices exist to help.
The National Academies report emphasizes that responsibility in mentoring is shared. Good mentees tend to:
A strong mentor can help you see options, build skills and feel less alone. A mentor can’t guarantee a particular result, such as admission, a job or a publication, and good mentors won’t promise one. Treat mentorship as support for your decisions, not a substitute for making them.
Not necessarily. Many supervisors are excellent mentors, but supervising your work and supporting your development are different responsibilities. You can value one person in both roles and still look for other mentors.
There’s no standard. It depends on the relationship and what you’re working on. Agree a rhythm at the start and adjust it as your needs change.
Yes. Peer mentoring is common, and supporting someone a step behind you is a good way to consolidate what you’ve learned.
That’s a different context with different responsibilities, including safeguarding. Our guide to mentoring kids through STEM covers it.
Write down two areas where you’d like guidance this year, such as a research skill and a career question. Next to each, list one person who might help. Then send one of them a short, specific question this week.
Spotted an error or outdated detail? Request a correction.
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Prepare an agenda, record goals and next steps, and capture what you agreed in each mentoring meeting.