Mentorship:
How to Survive and Thrive
Center for Science and Engineering Partnerships
October 2025
Slides by Slidesgo
Before we begin…
Please sign in!
(if you want to be entered into the $25 Handlebar Gift Card Raffle!)
Please ask questions!
Feel free to interrupt with questions (it's cool!)
Don't panic!
Everything will be available online shortly after the workshop!
1
2
3
On the agenda
Who am I? What about mentorship?
Research Goals & Timeline
Mentor-Mentee Compact
Specific Tools:
Intern Handbook
Mentor Guide
Extra Tools:
Who am I? Why do I care?
Mentorship is amazing
EUREKA! 2022
SIMS 2022
Who am I? Why do I care?
I've mentored a lot of students…
EUREKA! 2023
SIMS 2022
Mentorship makes a difference…
For better or worse!
Effective mentorship
Better for Mentee
Self-satisfaction, builds self-esteem, community
Better for Project
Be efficient with clear guidelines and communication
Better for You (Mentor)
Build skills, feel confident, contribute to someone's life! (also project managing)
Better for PI (your boss)
Accomplish goals, trusts you more and gives resources
Everyone is Happy
Yay!
Mentorship is a skill: Build it!
02
Align expectations & communicate
01
Research Plan
Define goals & how they will be achieved
Inclusive Mentorship Practices
03
Mentor-Mentee Compact
Creating a Research Plan
01
Return to undergraduate…
No syllabus
No schedule of exams
No course description
No powerpoint
Return to undergraduate…
Research
?
?
?
?
All research needs a plan
Step 1. Identify your project goals
Overarching Goal
Specific Goal
01
Goals for academic quarter (10-weeks) that contribute to your overarching goal
Specific Goal
02
Specific Goal
03
Goal for entire research project, entire year, big-picture goal
Note: Specific goals should be specific
Vague Goal:
Make progress on my research
Concrete Goal (s):
Terrifying
Less terrifying
Step 2. Outline steps of your specific goals
Specific Goal
Step
01
Step
02
Step
03
Repeat for each specific goal you have
How do I make steps?
What will show me that goal has been achieved?
Product
Steps
What activities do we need to complete to make this possible?
What is a product?
Question:
What will show me that goal has been achieved?
Product
What do steps look like?
Steps
Question:
What activities do we need to complete to make this possible?
Step 3. Introduce your project steps to your calendar
| | Month | Week | Project Steps & Goals |
| | June | Week 1 | Teach how to read academic article, train lab safety |
| | June | Week 2 | Assign 2-3 articles on methods, ask for list of questions, review with mentee |
| | June | Week 3 | Mentee drafts methods plan, practice first experiment together |
Helpful questions to ask yourself
Big picture…
More details…
Bonus: Check out teaching pedagogy Backward Design
Tool:
Project Goals & Timeline Sheet
Step 1. Identify your project goals
Step 2. Outline the steps of your specific goal(s)�
Step 3. Introduce your project steps to your calendar
Let's take a look…
Aligning Goals & Expectations
02
(Mentor-Mentee Compact)
Mentorship milestones (ideal world)
Mentor Selection Phase
01
Understanding your motivation to mentor and finding the right mentee
Setting expectations and goals, establishing roles, developing timelines
Alignment Phase
02
Cultivating areas for growth and communicating changing needs
Cultivation Phase
03
Setting conditions for end of mentor/mentee relationship
Closure Phase
04
Mentorship milestones (real life)
How much prior knowledge do they have? Are they careful?
Most time consuming phase
Maybe you get to choose your mentee, maybe you just get handed one
Can be ambiguous (mentee might disappear), can be very clear (end of the program)
Mentor Selection Phase (maybe)
Getting to Know Your Mentee Phase
Closure Phase
Alignment Phase
Training Phase
Mentee is trained, competent, and is producing data
Productive Phase
Setting expectations and goals, establishing roles, developing timelines
Mentorship milestones (real life)
How much prior knowledge do they have? Are they careful?
Most time consuming phase
Maybe you get to choose your mentee, maybe you just get handed one
Can be ambiguous (mentee might disappear), can be very clear (end of the program)
Mentee is trained, competent, and is producing data
Mentor Selection Phase (maybe)
Getting to Know Your Mentee Phase
Closure Phase
Alignment Phase
Training Phase
Productive Phase
Setting expectations and goals, establishing roles, developing timelines
Self reflection & communication
Compact
Mentor Expectations
Why do you want to mentor an undergraduate researcher?
How much time do you have to mentor?
What expectations do you have of your mentee?
Communication
Mentee Expectations
Why do I want to work with a graduate student/postdoc?
What experience do I want to gain?
How am I going to balance classes, sports, and research?
Communication
Tool:
Mentor-Mentee Compact
What does this look like?
Mentee given questions to draft answers to and think about prior to meeting
Meet and create compact together
Mentor thinks on these questions and their own goals
01
01
02
What are the benefits?
Would you like a mentor-mentee compact with your advisor?
Let's take a look…
Coffee! And work break!
Questions and thoughts?
Bonus Tools:
Example Intern Handbook
Mentor Guide
Mentor Guide
Resources to Succeed
Research Plan
Mentor-
Mentee Compact
Hand-
books
Research Plan
Define goals & how they will be achieved
Mentor-Mentee Compact
Align expectations & communicate
Handbooks
Guide for interns
Guide for mentors
Find our resources
Resources on website here!
mentoring.csep.ucsb.edu
Summer Training Series
Fall Workshops
More workshops coming…
Questions?
Stay in touch!
Designing an Undergraduate Research Project
Early June
Aligning Expectations with your Mentee
Late June
Developing Inclusive Mentoring Practices
July
Annette Hilton
csep-mentorship@ucsb.edu
To be announced!
Feedback Form
https://tinyurl.com/csepmentor14
Fill out the feedback form to be entered into the second $25 Handlebar Gift Card Raffle!
Raffle closes at noon May 15th (tomorrow!)