Film-style poster for the Trust First presentation

A guide for association mentors A guide for association mentors

How to mentor a member from another organization so both of you can speak freely.

EN DE ES FR IT NL PT TR

What this guide covers

What this guide covers

What this guide covers

Where confidentiality ends

Agree where confidentiality ends

Name the few exceptions at the start, as professional codes of ethics do.

Stays between us by default
Exception something illegal
Exception a risk of serious harm
Both ways you protect what I share too

Conflicts of interest

Check for conflicts of interest

Competitor, client, supplier or possible hire: raise it in the first meeting.

Before we startConflict check

Do we work for competitors?NoIs one of us a client or supplier of the other?NoCould one of us hire the other?YesWill you ask about my employer?No Said in the first meeting, written in the agreement

No personal gain

Keep business out of it

Do not sell services or win clients through the people you mentor.

Could your firm help us with this project? Decline while you mentor.
Here is how to choose a firm for it. Help without a sale.

Beyond your expertise

Refer what is beyond your expertise

For legal, financial or health questions, point to an independent professional.

A legal question an independent lawyer
A money question an independent adviser
Stress or health a professional
Another field another member

A one-page agreement

Write it on one page

Goals, confidentiality, conflicts and a no-blame ending fit on one page.

Goals two, in their words
Confidentiality and its limits
Conflicts named and handled
Ending either of us, any time

Doing it on Mentornity

Set the ground rules on Mentornity

The program agreement, hidden notes and message settings support what you agreed.

Read the program agreement

You confirm it when you join; Program details keeps it.

Keep private notes hidden

A hidden note sends nothing and stays with you and admins.

Know who can message

Your program sets who can message whom.

Ask the program team

Use the support form when a conflict appears.

Read the program agreement

You confirm it when you join; Program details keeps it.

Keep private notes hidden

A hidden note sends nothing and stays with you and admins.

Meeting notesEmily P.

Visible noteEmailed to the participants at once Emailed

Agreed: lead the next team update, rehearse on Thursday.

update-outline.pdfUp to 10 files

Hidden noteOnly you and the program admins

Know who can message

Your program sets who can message whom.

Ask the program team

Use the support form when a conflict appears.

1Read the program agreement

2Keep private notes hidden

Meeting notesEmily P.

Visible noteEmailed to the participants at once Emailed

Agreed: lead the next team update, rehearse on Thursday.

update-outline.pdfUp to 10 files

Hidden noteOnly you and the program admins

3Know who can message

4Ask the program team

Run the conflict check first

Ask the four questions in your first meeting and write the answers down.

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