Mentor Worksheet Idea

Several weeks ago I was talking with a friend about mentoring other entrepreneurs. He shared with me that he’s been mentoring an entrepreneur for a little over a year now and follows a strategy where they meet monthly and go through a simple worksheet. The style of the worksheet comes from the monthly update section that’s popular in YPO and EO forums and highlight the highs and lows of the last 30 days and next 30 days across business, family, and personal spectrums.

Here are the contents of the worksheet:

• Ratings
  0-10 with 10 being the best, how are each of the following:
  Business
  Family
  Personal
  Overall
• Business
  Best about last 30 days
  Worst about last 30 days
  Most looking forward to in the next 30 days
  Least looking forward to in the next 30 days
• Family
  Best about last 30 days
  Worst about last 30 days
  Most looking forward to in the next 30 days
  Least looking forward to in the next 30 days
• Personal
  Best about last 30 days
  Worst about last 30 days
  Most looking forward to in the next 30 days
  Least looking forward to in the next 30 days

Reviewing this worksheet during each mentor meeting makes it easy to better understand the complete person – not just professional aspects – and provides a conversation starter to uncover deeper topics for discussion.

What else? What are some more thoughts on using a worksheet to help with regular mentor meetings?