| [Firm
Name] |
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| Mentor Program |
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| Paraprofessional
and Administative Staff |
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| Mentor |
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| Mentoree |
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| 1. Discuss with the Mentoree any changes in
the status of the firm. |
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Practice Development efforts and new
clients |
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Client Services / Industry Niches |
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New Policies |
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Quality Control |
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| 2. Discuss what is expected of the Mentoree
from a technical standpoint |
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progress in these areas since last meeting. |
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Responsibilities |
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Timeliness |
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Accuracy |
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Communication with partners and
staff |
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Communication with clients and
public |
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Current client relations |
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Time Budgets |
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Realization |
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| 3. If the mentoree is interested in Client
Development, talk about the |
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| services we
provide, the clients we are interested in, and the various |
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| opportunities
everyone encounters for "marketing" the firm. |
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Professionalism / Representing the
firm |
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Community
Involvement |
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Listening and responding to
opportunities with existing |
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clients or potential clients |
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| Notes |
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| Specific
Goals and/or Action Plan (to be reviewed at next meeting) |
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