APPENDIX 5
BA COACHING/MENTORING AGREEMENT

Explanation: Where a BA has a mentor, either from within the BA profession or another discipline, it is good practice for both mentor and mentee to discuss what they hope can be achieved through the mentoring process and document this via a mentoring agreement.

It is important to define a time frame for reviewing the agreement and to identify questions to be discussed during a review. These questions could include:

Are these goals still relevant?

What progress has been made?

Is this relationship still useful/working/needed?

Are we able to commit appropriate time for this relationship?

What are the goals/actions going forward?

Open-ended mentoring relationships can cease to be useful or fizzle out. Agreeing in advance that these potentially difficult subjects will be discussed makes the prospect of ending or changing the mentoring relationship easier.

The same approach could be used to agree specific outcomes and ways of working in a coaching relationship.

SUGGESTED CONTENT FOR BA MENTORING AGREEMENT

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Detail

Initial learning objectives/goals

What has instigated the mentoring relationship? What
does each person hope to achieve through the relationship? What will be the broad areas of focus/themes?

Ways of working together/ground rules

Confidentiality, professionalism, consideration regarding cancellation or rescheduling meetings

Responsibilities of the mentee

Behaviours/actions/information

Responsibilities of the mentor

Behaviours/actions/information

Support

Other people or resources that may be called upon to support the mentoring processes

Logistics

Frequency and duration of sessions. Location or communication mechanism (e.g. face to face, online, telephone, etc.)

Date to review mentoring agreement

At this point, the mentor and mentee will reflect on the process and relationship, consider progress and discuss future objectives. The mentoring relationship could end or change following discussion

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