Ten Tips to Develop People in Your Firm Through Mentoring

Source: Mentoring Process for CPAs/CAs, by Rex Gatto

1. Identify career goals for the mentee. Guide and support the mentee toward achieving his/her goals.
2. Give homework assignments between meetings so that the mentee is continually engaged in the developmental process.
3. Pull out your mentee’s thoughts and ideas by asking questions.
4. Ask the mentee to keep a journal of development.
5. Role-play to re-live business situations.
6. Identify your mentee’s recurring issues.
7. Identify the mentee’s negative dysfunctional attitudes and challenge them.
8. Identify the mentee’s vulnerability, or feelings of inadequacy.
9. Identify the relationship between taking or not taking action.
10. Ask follow-up questions to better understand the mentee.

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Excerpts from Mentoring Process for CPAs/CAs, by Rex Gatto, Ph.D.

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