Templates

MOTM · Templates – Foundations Pack

Foundations Pack – Getting Started with Mentoring

This pack brings together three core tools for every mentoring pair: a shared agreement and goals, a simple first-meeting agenda, and a matching matrix with a bias check for coordinators.

⬇️ Download pack (PDF) ⬇️ Download editable pack (Word)

You can save the file to your device, type into it digitally, or print it and write by hand.

Mentoring Agreement & Goal-Setting Sheet

For mentor and mentee to complete together in the first 1–2 meetings. This is not a legal contract, but a shared understanding about how you will work together.

A. Basic information

Mentor name _________________________________________
Mentee name _________________________________________
Programme / organisation _________________________________________
Start date of mentoring _________________________________________
Planned end / review date _________________________________________

B. Purpose of our mentoring

In our own words, the main purpose of this mentoring relationship is:

____________________________________________________________________________
____________________________________________________________________________
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C. How we meet

How often will we usually meet? ☐ Once a week    ☐ Every 2 weeks    ☐ Once a month    ☐ Other: __________________
Typical length of a meeting About ________ minutes
Typical place(s) where we meet ____________________________________________________________
____________________________________________________________
How we contact each other between meetings ☐ SMS / WhatsApp    ☐ Phone call    ☐ Email    ☐ Other: ___________________

D. Confidentiality, safety and boundaries

We agree on these basic rules:

  • We speak respectfully and listen to each other.
  • We keep our conversations private, unless we both agree to share something.
  • If there is a risk of harm, the mentor follows the programme’s safeguarding rules.
  • We will not meet in private homes unless this is clearly allowed and agreed in the programme.
  • We do not give or accept expensive gifts or money.
  • We both have the right to say “no” and to ask for a break or a change.

Add any specific boundaries or agreements for this pair:

____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________

E. Language and communication

Language(s) we will mostly use when we meet:

____________________________________________________________________________

If we do not understand each other, we will try to:

____________________________________________________________________________

F. Our first small goals (next 1–3 months)

We will start with a small number of realistic goals. It is okay if goals change as we learn together.

Goal Why is this important? How will we notice progress? (small signs)
Goal 1:
Goal 2:
Goal 3:

G. Review plan

We plan to review our mentoring and goals around:

Review date (approximate): ________________________________________________

At that point, we will ask:

  • What has changed since we started?
  • Which goals feel more possible now?
  • What should we continue, change, or stop?

H. Signatures

We understand this is a flexible plan and that we can adjust it together when needed.

Mentor signature / date _________________________________________
Mentee signature / date _________________________________________

First Meeting Agenda & Prompts

For mentors to use as a light structure in the first meeting. You do not need to follow this exactly – it is a guide, not a script.

1. Welcome and introductions (5–10 minutes)

  • Greet each other and find a comfortable place to sit or walk.
  • Share your names and a little about yourself (hobbies, sport, family, studies, work).
  • Explain your role as a mentor or mentee in simple language.

2. About the programme (5–10 minutes)

  • Briefly explain what the mentoring programme is about and how sport or movement is part of it.
  • Clarify who the coordinator is and how they support you.
  • Check what the mentee already knows or has understood.

3. Hopes and expectations (10–15 minutes)

  • Ask: “What made you interested in this programme?”
  • Ask: “What would you like to be different in a few months?”
  • Share your own hopes as a mentor, and be clear about what you can and cannot offer.

4. Practicalities and boundaries (10–15 minutes)

  • Agree how often you will meet, where, and how you will contact each other between meetings.
  • Discuss confidentiality and safety using simple, concrete examples.
  • Invite questions and check: “Does this feel okay for you?”

5. Next steps (5–10 minutes)

  • Decide together on the date, time and place of your next meeting.
  • Agree one small thing each of you will do before the next meeting.
  • End the meeting with thanks and a short check: “How was this first meeting for you?”

Notes from this meeting (optional):

____________________________________________________________________________
____________________________________________________________________________
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Matching Matrix & Bias Check (Coordinator Tool)

For programme coordinators to support transparent, fair matching. Use the matrix to compare possible mentor–mentee pairs, and use the bias check questions before final decisions.

A. Matching matrix (example layout)

You can adapt this table to your own context or recreate it in a spreadsheet.

Potential pair Shared interests / goals Practical fit (time, place, language) Specific support needs / risks Initial impression (1–5)
Mentor A – Mentee 1
Mentor A – Mentee 2
Mentor B – Mentee 3
Mentor C – Mentee 4
Mentor C – Mentee 5

B. Bias check (before confirming matches)

Use these questions to briefly reflect before you confirm matches. You can do this alone or with a colleague. Answer honestly – this is about awareness, not blame.

  • Am I making this match mainly because the mentor and mentee “look similar” or share a cultural background, even if their interests or schedules do not fit well?
  • Have I assumed that a mentor from the dominant culture is automatically “more stable” or “more suitable” without clear evidence?
  • Have I avoided matching a mentee with a certain mentor because of stereotypes about age, gender, clothing, accent, religion or family situation?
  • Have I checked practical barriers carefully (childcare, work shifts, transport) for this mentee, or am I assuming they will “manage somehow”?
  • Is there at least one clear reason why this match could work well (shared interests, compatible schedules, communication comfort) beyond my first impression?
  • If this mentee were my friend or family member, would I still consider this a fair and respectful match?

Notes / decisions:

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