This example goal setting worksheet is intended for Mentees to complete before first meeting with their Mentors. This will help them develop a process, cadence, and overall goals for their time together. 

Section 1: About You

• Title or Role
• Organization
• Years in Profession
• Describe your current responsibilities

Section 2: Your Motivation for Mentorship

• Why did you join the mentorship program? 
• What are you hoping to gain?
• What challenges or questions are you currently navigating in your role or career?

Section 3: Strengths & Growth Areas

• What are your top strengths including skills, traits, accomplishments?
• What skills or behaviors do you most want to improve?

Section 4: Your Mentorship Goals

Think about what you’d like to accomplish during this program. These might include skill development, career clarity, leadership confidence, networking, technical expertise, or navigating organizational challenges.

• What is the MOST important outcome you want to achieve?
• What are 2-3 secondary Goals or areas of focus?

Section 5: SMART Goal Builder

Use this space to turn one of your goals into a clear, actionable SMART goal.

• Specific: What exactly do you want to achieve?
• Measurable: How will you know you've made progress or achieved success?
• Achievable: What steps are realistic within the mentorship timeframe?
• Relevant: Why does this goal matter for your professional growth?
• Time: When do you hope to accomplish this?

Section 6: Meeting Preferences & Logistics

• Best Days/times?
• Preferred meeting cadence:
  • Biweekly
  • Monthly
  • As needed
• Preferred meeting format:
  • Zoom/virtual
  • Phone
  • In Person
• Communication preference between meetings:
  • Email
  • Platform messaging
  • Text

Section 7: Support You Need From Your Mentor

• What would make this mentorship feel successful to you?
• What types of support do you believe will be most helpful?
  • Accountability
  • Guidance on career path
  • Help building confidence
  • Skill development
  • Leadership coaching
  • Networking connections
  • Honest feedback
  • Industry perspective
  • Support navigating challenges

Section 8: Questions to Discuss in Your First Meeting

• What would you like your mentor to know about you?
• What expectations do you have for the mentoring relationship?
• What concerns, if any, do you have about mentoring?

Completed Worksheet Submission

Bring this worksheet to your first mentorship meeting. It will serve as a foundation for your partnership, help your mentor understand your goals, and guide your conversations throughout the program.