mentor meeting report template
DESCRIPTION
The simple reporting form, redesigned, after 6-months consulting with sample target audience, piloting in a couple areas, and implementing the view to creating a useful tool for structuring meetings, evidencing activity, and thus satisfying all stakeholders.TRANSCRIPT
Mentor Meeting Report
Mentor Report Template – October 2012
Please briefly and factually complete this report after each mentoring session and return it to <insert name> within 48-hours. All reports will be read, responded to and kept on file for use in reviews. Please give the mentee(s) a copy of this form.
Mentor Date
Business Name
Mentee(s) Location
Business Status Part Trading / Full Trading / On Hold /Ceased Trading
Financial Information:
Meeting Duration:
Period: Comment (e.g. details of short term financial commitments; explanations for large or one off transactions)
Opening Balance:
Cash In:
Cash Out:
Closing Balance:
What progress has been achieved by you and / or the mentee(s) on previously agreed actions?
Outline topics covered at this meeting (e.g. progress against business plans, opportunities, threats,
areas requiring further support; contact detail changes; and guidance given)
List any actions agreed from this meeting and who will carry them out
When is your next meeting?
Do you have any concerns; is there anything you wish to discuss with Trust staff?
Any changes (e.g. Address / telephone number / bank account)
Signed (Client) Date
Signed (Business Mentor) Date