Lawyer to Lawyer Mentoring Program Forms & Materials

Current Mentoring Participants

Mentoring Plan

The Mentoring Plan includes core concepts, lawyering skills, and experiences that should be used as learning activities for the mentee and mentor during their meetings. The Mentoring Plan is developed by the mentor and the mentee together during their first meeting by selecting a minimum of nine activities and topics from a list of 40 possibilities. The Mentoring Plan serves as a checklist of activities that the mentee and the mentor are required to complete together by the end of their mentoring term.

The Mentoring Plan provides an introduction for mentees to the following general topics:

Each of the activities and experiences that may be selected as part of an individual Mentoring Plan references a worksheet. Worksheets include questions designed to generate meaningful discussion between a mentor and mentee, citations to the Ohio Rules of Professional Conduct, and supplemental legal articles. Use of the worksheets is not mandatory, but participants are strongly encouraged to review them.

The Legal Community & the Community at Large
Worksheet A: First Meeting of the Mentee and Mentor
Worksheet B: Introduction to the Mentor's Office
Worksheet C: Introduction to the Organized Bar
Worksheet D: Introduction to the Courthouse
Worksheet E: Introduction to Unwritten Customs and Rules
Worksheet F: Introduction to Pro Bono, Civic, and Charitable Activities
Personal & Professional Development
Worksheet G: Introduction to Career Objectives and Career Paths
Worksheet H: Introduction to Career Satisfaction
Worksheet I: Introduction to Diversity & Inclusion
Worksheet J: Introduction to Mental Health and Substance Use Issues
Worksheet K: Sexual Harassment
Worksheet L: Introduction to Management of Law School Debt
Worksheet M: Introduction to Job Searching for Lawyers
Worksheet N: Introduction to Social Media/Technology
Worksheet O: Introduction to Malpractice and Grievance Traps
Worksheet P: Introduction to Resources for Ethical Issues
Worksheet Q: Introduction to Malpractice Insurance
Worksheet R: Introduction to Reporting Lawyer and Judicial Misconduct
Worksheet S: Introduction to the Grievance Process
Law Practice Management
Worksheet T: Introduction to Law Practice Management
Worksheet U: Introduction to Time Management
Worksheet V: Introduction to Client Confidentiality
Worksheet W: Introduction to Conflicts of Interest
Worksheet X: Introduction to Office Personnel
Worksheet Y: Introduction to the Unauthorized Practice of Law
Worksheet Z: Introduction to Office Politics
Worksheet AA: Introduction to Planning for Retirement, Death, or Disability
Worksheet BB: Introduction to Leaving a Firm
Communication, Advocacy, & Negotiation
Worksheet CC: Introduction to Client Development
Worksheet DD: Introduction to Client Decision-Making and Involvement
Worksheet EE: Introduction to Case Evaluation
Worksheet FF: Introduction to Managing Difficult Clients
Worksheet GG: Introduction to Client Communication
Worksheet HH: Introduction to Legal Counseling
Worksheet II: Introduction to Dealing with Others
Worksheet JJ: Introduction to Depositions
Worksheet KK: Introduction to Negotiation
Worksheet LL: Introduction to Legal Writing
Worksheet MM: Introduction to Alternative Dispute Resolution
Worksheet NN: Introduction to Appellate Courts
Worksheet OO: Introduction to Co-Counseling in a Pro Bono Case

Mentoring Agreement

All participants are required to submit a Mentoring Agreement, which defines the parameters of their mentoring relationship and limits potential liability. The mentee and mentor should submit this agreement along with their Mentoring Plan at their first meeting at the start of the mentoring term.

View In-House Mentoring Agreement
(To be used where the mentee and mentor have the same employer)

View Outside Mentoring Agreement
(To be used where the mentee and mentor have different employers)

Certificate of Satisfactory Completion

To receive credit for completing the mentoring program, a Certificate of Satisfactory Completion must be executed by both the mentee and the mentor at the conclusion of the mentoring term. In so doing, the mentee and mentor both certify the following:

Upon receipt and approval of the Certificate of Satisfactory Completion, mentees and mentors will receive New Lawyers Training or CLE credit following the end of their mentoring term on June 30 or Dec. 31.

Download Certificate of Satisfactory Completion

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