Kickoff Checklist .pdf

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Original filename: Kickoff Checklist.pdf
Title: Merck Kickoff Checklist v1
Author: jesse

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MENTORING KICKOFF CHECKLIST
Getting to know each other and aligning expectations are critical activities to
establish a successful partnership. Use the checklist below to ensure you’re
covering off all the items we recommend during your initial call.

☐ PARTNERSHIP INTRODUCTION


Introduce yourself to your partner by identifying your unique
experiences, background, and interests and discuss what you have in
common.

☐ ESTABLISH PARTNERSHIP GUIDELINES


Discuss the mechanics of your partnership and the expectations you’ll
have of each other. Some sample questions to consider are:
o How often will you meet?
o How will you meet (e.g., phone, WebEx, etc.)?
o Will the mentee supply an agenda before each meeting? What
should be included?
o How often will you communicate between meetings?

☐ SHARE YOUR GOALS AND IDENTIFY MEASURES FOR SUCCESS



Communicate your focus areas and discuss specific goals.
Make sure that you’re aligned on the goals you’re working towards and
start to lay out the way you’ll measure progress and hold each other
accountable.

 
☐ SCHEDULE YOUR SECOND MONTH’S MEETING


Before you get off of this kickoff call get something on the calendar for
next month, and agree to a set of actions that you’ll both take in the
interim.
o Be sure to schedule your next meeting within about two to three
weeks out from your kickoff call.


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