Mentor worksheets
Five forms for the mentoring year. Type into them on screen during the meeting, then print or save as a PDF — or print them blank and write on them. Each worksheet prints on its own, without the site around it.
1. Compact 2. Meeting record 3. Observation 4. Project planner 5. Growth review
Nothing you type here is saved. These forms do not send anything anywhere and are not stored in your browser — print or save the worksheet as a PDF before you close the tab. Keeping completed worksheets is up to you and your fellow; treat them as the confidential record of a mentoring relationship.
Worksheet 1
Mentoring compact
First meeting · mid-August, before classes
Fill this in together rather than sending it ahead. The value is in the conversation it forces — particularly the questions about feedback and confidentiality, which are the ones that cause trouble later when they are left assumed.
How we will meet
How we will work together
Three goals for the year
In the fellow’s own words, and specific enough that in April you can both tell whether they happened. Revisit these in December and in April.
Review
Worksheet 2
Biweekly meeting record
Every meeting · print a stack of these
One page per meeting, following the five-part shape. The part that matters most is the last box: actions with a name and a date against each. Start the next meeting by reading it back.
1. Check in 3 min
2. Since last time 5 min
3. Today’s focus 15 min
4. Decisions and actions 5 min
| Action | Who | By when |
|---|---|---|
5. Close 2 min
Worksheet 3
Classroom observation protocol
Fall · one or two visits, with a conference before and a debrief after
Three parts, used in order. The point of part one is that the fellow chooses what you look for; the point of part two is that you record what happened rather than what you thought of it; the point of part three is that the fellow speaks first. Skipping part one is the usual reason an observation lands badly.
Part 1 · Before the visit
Completed together, a week or so ahead.
Part 2 · During the class
Every five to ten minutes, write down what the instructor is doing and what the students are doing. Record behaviour, not judgement — the judgements come later, and the record is what makes them discussable.
| Time | Instructor is… | Students are… |
|---|---|---|
Part 3 · The debrief, within a week
Worksheet 4
Instructional innovation & SoTL planner
November · feeds the end-of-fall proposal
Work down the page in order. If the problem cannot be stated without naming the solution, the project is not ready yet — go back to the classroom evidence and try again. Scope is the thing to be ruthless about: this has to fit inside one spring course carried alongside another.
The problem
The question
The change
The evidence
| What you will collect | When | What it would show |
|---|---|---|
Approvals and data handling
Feasibility and timeline
| By when | What must be done |
|---|---|
Worksheet 5
Growth review
December and April · the April half feeds the joint evaluation
Use it twice. In December it is a mid-year stocktake against the compact; in April it is what the mentor brings to the joint summative evaluation with the fellow’s Department or Unit Chair. Fill in the fellow’s column and the mentor’s column separately first, then compare — the gaps between them are the most useful part of the conversation.
Against the three goals
| Goal set in August | Where it stands | Evidence |
|---|---|---|
Teaching
The scholarly teaching project
Professional growth
Readiness