Research Mentor Pre-semester Check-In Template

This template can be used by anyone who mentors graduate or undergraduate students engaged in research.

Why is a  pre-semester check-in important?Icon in red of a box being checked off

  • Helps you understand factors that can impact your mentee’s research in the coming months, such as their other obligations (coursework, job applications, etc.) and overall well-being.
  • Allows you and your mentee to create a plan for what they need to do that semester, what can wait, and what to do if something unexpected derails the process.
  • Supports conversation about evolving needs and expectations, particularly as mentees advance to new stages of their program.
  • Provides an opportunity to ascertain how short-term  goals fit into your mentee’s longer-term development as a researcher or non-research professional.

How to use the template

Make a copy

  1. The template will guide you and your mentee through four topic areas that are helpful to discuss: touching base on program and life events, creating a plan for the semester, creating or revisiting expectations for one another, and long-term goals.
  2. When you click the button, you’ll be prompted to make your own copy in Google Drive that you can fill out.
  3. Share it with your mentee in advance, inviting them to fill out/add to relevant sections.
  4. During the conversation, you can make further updates together and finalize the semester plan.
  5. As the semester progresses, refer back to the plan as needed.