Mentoring agreement (mentor and mentee) template

A mentor guides a mentee over a set period: sessions, confidentiality, and no promise of any outcome. A sample contract you can read in full, edit in QuoteBill and sign online with a secure link.

Sample — review with a lawyer · Simple electronic signature with an audit trail

First page of the Mentoring agreement (mentor and mentee) sample, with the blanks to fill in marked

Who it is for

For a mentor and a mentee, paid or unpaid, who want goals, how often they meet, confidentiality and the limits of the advice written down, with a guardian signing for a minor.

What it covers

15 clauses, in this order. Each one is in the sample text below, and you can edit, remove or add clauses before you send.

  • 1. Purpose

    What the agreement is for: the Mentor supports the Mentee with advice and feedback for a set period. It is a personal agreement about guidance, not employment, a partnership or an investment.

  • 2. Goals and focus

    Blanks for what the Mentee wants to achieve and the topics to cover. The goals can change by agreement, and the Mentee stays responsible for their own decisions and effort.

  • 3. Sessions and format

    Blanks for how often and how long they meet, the format and the language. Dates are agreed ahead, the Mentee prepares topics and the Mentor gives honest feedback. Short messages in between are allowed.

  • 4. Conduct and boundaries

    Both treat each other with respect and keep the relationship professional. The Mentor discloses interests that could colour its advice, either side may decline a request or stop a session, and the Mentor makes no decisions for the Mentee.

  • 5. Mentees who are minors

    For a Mentee under a set age, a parent or legal guardian signs as a further party, named in a blank. Sessions with a minor take place in a public place or on video with a guardian able to join, under safeguarding rules.

  • 6. No guarantee of outcome

    The Mentor gives advice from its own experience and promises no result such as a job, a promotion or business success. It does not replace professional legal, medical, financial or psychological help, and the Mentee decides what to do.

  • 7. Confidentiality

    What either side shares about private life, work or plans stays confidential and is used only for the mentoring. Public information and legally required disclosure are excepted, and a party may report a serious risk of harm.

  • 8. Materials and ideas

    Each side keeps the rights in what it brings. The Mentor’s materials are for the Mentee’s own use. The Mentor gains no ownership or share in the Mentee’s work or business unless both agree in writing, as a blank states.

  • 9. Fees and expenses

    The fee comes from the price schedule or a blank, which may say there is none. Without a fee the Mentor gives its time freely. A blank says who bears agreed costs such as travel or a paid platform.

  • 10. Missed sessions and changes

    A side who cannot attend gives notice a set number of hours ahead and a new date is agreed. A blank decides whether a late-cancelled session counts as held. Repeated absence can end the mentoring.

  • 11. Personal data and recordings

    No recordings, screenshots or sharing of messages without the other side’s permission. Each side keeps the other’s personal information only as long as needed and handles it as the law requires.

  • 12. Term and ending

    The mentoring runs for a set number of months and can be extended by agreement. Either side may end it on notice, or at once after a serious breach or a safety risk. A blank says whether unused paid sessions are returned.

  • 13. Liability

    Each side is responsible for its own decisions. As far as the law allows, the Mentor is not liable for what the Mentee decides, and other loss is capped at an amount you set, with the usual exceptions such as intent and personal injury.

  • 14. Changes and notices

    This contract, with its price schedule, is the whole agreement. Changes need both sides’ agreement in writing or in electronic form, and notices go to the stated contact details.

  • 15. Governing law and disputes

    The law you name applies. The sides first try to settle a dispute in good faith, and otherwise the courts you name decide.

A price schedule is optional: add one if you want the amounts in a table, or write the agreed amount into the payment clause.

The sample text

The whole sample, as QuoteBill starts it. Text in double square brackets, like [[10]], is a blank to fill in or check. A figure or time such as [[10]] that you leave as it is is used as shown when you send; a blank that needs your own words must be filled first. The clause text is written in English, Korean, Japanese and German; in other languages a contract starts in English for you to translate.

Read the sample text

Mentoring Agreement

Parties: Mentor · Mentee

1. Purpose

This agreement sets out how the Mentor will support the Mentee, who wants to learn from the Mentor’s experience, with advice, feedback and encouragement over the period stated. It is a personal agreement about guidance. It is not an employment, a partnership or an investment.

2. Goals and focus

The Mentee’s goals: [[What the Mentee wants to achieve, e.g. a career change, starting a business, a new skill]]

Focus areas: [[Topics the sessions will cover]]

The goals may be adjusted by agreement as the mentoring goes on. The Mentee is responsible for their own decisions and for the effort needed to reach their goals.

3. Sessions and format

The parties meet about [[2]] times a month for about [[60]] minutes, by [[video call / in person / phone / chat]], in [[Language]]. They agree the date of each session at least [[2]] days ahead. The Mentee prepares topics or questions beforehand, and the Mentor gives honest, constructive feedback and shares its experience in good faith. Between sessions the parties may exchange short messages about [[the topics agreed, or none]].

4. Conduct and boundaries

Both parties treat each other with respect and keep the relationship professional and free of pressure, harassment and discrimination. The Mentor tells the Mentee of any interest of its own that could affect its advice, for example a financial interest in a company or product that it recommends. Neither party has to accept a request it is not comfortable with, and either may say so and stop a session. The Mentor does not take over the Mentee’s tasks or decisions.

5. Mentees who are minors

If the Mentee is under [[18]] years old, or under the age at which they can sign for themselves where they live, a parent or legal guardian also signs this agreement as a further party and confirms that they allow the mentoring and have read this agreement. Parent or guardian: [[Name and relationship, or not applicable]]

Sessions with a minor take place [[in a public or shared place / by video with a parent or guardian able to join]] and follow the safeguarding rules of any organisation involved and the law that applies.

6. No guarantee of outcome

The Mentor gives advice based on its own experience and opinion. It does not promise or guarantee any result, such as a job, a promotion, income, a place at a school, a grade or the success of a business. Mentoring is not a substitute for professional legal, medical, financial, tax or psychological help, and the Mentee should turn to a qualified professional for such matters. The Mentee checks the advice and decides what to do with it.

7. Confidentiality

What either party shares in the mentoring about their private life, work or plans stays confidential, is used only for the mentoring and is not passed to anyone else without the other party’s permission. This does not apply to information that is public without a breach or to what the law requires to be disclosed. Where there is a serious risk that someone will be harmed, a party may tell the right person or authority. This duty continues after the mentoring ends.

8. Materials and ideas

Each party keeps the rights in what it brings to the mentoring, such as its ideas, work, business and materials. The Mentor’s templates, notes and materials are for the Mentee’s own use and are not passed on or published. The Mentor gains no ownership, share, commission or other right in the Mentee’s work or business unless both parties agree to it in writing: [[none / the arrangement agreed]]

9. Fees and expenses

The Mentee pays the fee shown in the price schedule of this contract or, if there is none, [[none / the fee, its currency and what it covers]], on the payment terms stated in this contract. Where there is no fee, the Mentor gives its time freely. Agreed costs, such as travel or a paid platform, are borne by [[each party for itself / the Mentee / the Mentor]].

10. Missed sessions and changes

A party who cannot attend a session tells the other at least [[24]] hours before it, and the parties agree a new date. If the Mentee misses a session without notice or cancels later than that, [[the session counts as held / the session is not made up]]. If the Mentor cancels, it offers a new date. Repeated absence by either party can be a reason to end the mentoring.

11. Personal data and recordings

The parties do not record sessions, take screenshots or share messages from the mentoring with others without the other party’s permission. Each party keeps the other’s personal information only as long as the mentoring needs it and handles it as the law that applies requires.

12. Term and ending

The mentoring starts on the effective date and runs for [[6]] months, and may be extended by agreement of both parties. Either party may end it at any time by giving [[14]] days’ notice in writing or in electronic form, or at once if the other party seriously breaches this agreement or if continuing would put someone’s safety at risk. When it ends, each party stops using the other’s confidential material and, for paid sessions not held, [[the unused part is returned / no refund is due]].

13. Liability

Each party is responsible for its own decisions and actions. To the extent the law allows, the Mentor is not liable for the results of the Mentee’s decisions, including decisions based on its advice. Except for intent, gross negligence, personal injury or where the law does not allow a limitation, each party’s liability for other loss is limited to [[Amount, e.g. the total fees paid, or a small stated amount]].

14. Changes and notices

This contract, including its price schedule, is the entire agreement on the mentoring. Changes are valid only if both parties agree to them in writing or in electronic form. Notices go to the contact details given for the parties, or to another address a party has notified.

15. Governing law and disputes

This agreement is governed by the law stated under Governing law. The parties will first try to settle any dispute in good faith. Otherwise the courts stated under Jurisdiction decide, unless mandatory law provides otherwise.

Payment terms

Where a fee applies, it is payable [[monthly in advance / after each session]] by bank transfer or the other means stated on the invoice or in this contract. Where there is no fee, no payment is due.

Governing law

[[Country or state whose law applies]]

Jurisdiction

[[Courts that decide disputes, e.g. the courts of your city]]

How to use it

  1. Choose the template

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  2. Start a draft

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  3. Send it for signature

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Next steps

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  • Already signed? Make the invoice from the signed contract: the parties and the price lines carry over, in full or for a deposit. The guide on turning a quotation into an invoice shows how to review the new draft, its dates and the PDF.

What it is, and what it is not

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Some documents need another form. Wills, many real-estate transfers, guarantees and some employment documents must, in some countries, be handwritten, notarised or signed with a qualified signature. The templates are samples, not legal advice: review them with a lawyer.

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