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The first pages of the Mentoring Agreement template

Mentoring Agreement

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Style
Minimal
Difficulty
Beginner
Updated
November 6, 2026

Every page (3)

Overview

A mentoring relationship works best when both people agree what success looks like, how often they meet and what stays private. This template puts those decisions on the first page, followed by the confidentiality terms and a review plan. It covers three pages, so the goals, frequency and terms can be signed off together and kept on file.

The sample follows Tallowfield Services, a fictional firm that runs mentoring pairs for its operations and engineering teams. Its figures are sample data, including a 70 percent share of development from real projects, meetings every four to six weeks and a development budget of $1.8k. Replace the goals and names with your own, then set your review dates before anyone signs.

Useful for

  • A new mentoring pair agreeing goals in their first month
  • A manager reviewing a development plan at a quarterly check-in
  • An HR team rolling out one mentoring scheme across several sites

What's included

  • Scorecard of measures for goals, sessions and budget
  • Checklist of initiatives with owners and due dates
  • Confidentiality page with purpose, definitions and rules
  • Review page with the key rule and who keeps the signed copy
  • Guide page with steps for replacing the sample content

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace Tallowfield Services and the sample names with your own organization and people.

  3. 3

    Enter the goal, skills, dates and owners in the plan, then confirm the review dates.

  4. 4

    Set the review dates in both calendars and keep the signed copy with HR.

  5. 5

    Delete the guide page, then share the agreement with the mentee and manager for signature.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Is this mentoring agreement template free to use?

Yes, there is no fee. Choose Make a copy and the agreement opens as your own Google Docs file, ready to share with each mentee.

Are the organization, people and figures real?

No. Tallowfield Services, its employees and the figures on each page are fictional sample data. Replace every name, goal and number before anyone signs.

Does signing the agreement guarantee a promotion?

No. The agreement describes development experiences and support, and it states that promotion depends on criteria and open roles, not on completing the plan.

  • #mentoring-agreement
  • #career-development-plan
  • #individual-development-plan
  • #mentee-mentor
  • #google-docs-template
  • #hr-template

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