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Mentor Academy · Mentoring well, long term

What should I write down after a mentoring session?

Notes are for you and for the mentee's next mentor, not a file on a person. Keep them short and factual.

Read time
3 minutes
Module
Mentoring well, long term
Session length
30 minutes
The short answer

What good looks like.

  • Write three lines within five minutes of finishing: the question, the advice, the action agreed.

  • Leave out health, family circumstances, immigration status and anything else the mentee shared in confidence that is not needed to help them.

  • If something worried you about a person's safety, that goes through the safeguarding route, not into a private note.

In practice

A sequence you can follow.

  1. 01

    Write immediately

    Accuracy halves after the next meeting.

  2. 02

    Stick to three lines

    Question, advice, action.

  3. 03

    Strip personal detail

    Would you be comfortable if the mentee read it? If not, cut it.

  4. 04

    Escalate separately

    Concerns follow the safeguarding process, not the notes.

Common mistakes

What to avoid.

  • Recording sensitive personal circumstances

  • Writing judgements about character

  • Keeping notes in a shared document others can read

Extra tips

Small things that make the half hour better.

Write within five minutes

Accuracy drops fast after you move on.

Three lines only

Question, advice, action.

Leave out the sensitive

Health, family and status do not belong in notes.

Concerns go elsewhere

Safeguarding follows its own route, not a private note.

Take this guide with you.

Download a printable version of this guide: the short answer, the steps, the extra tips, the mistakes to avoid and the questions mentors ask, to read before your next session.

Questions

The things people ask first.

Can the mentee ask to see my notes?

Assume yes, and write accordingly.

Next: Avoiding mentor burnout.

A steady two a month beats a heroic ten and a disappearance.