New Teacher Mentorship Tools Worth Borrowing

Teacher Mentorship & Induction

Here are three tools used by KickUp partner districts to structure, support, and track their mentorship programs — a phase-by-phase mentor checklist, protocols for documenting mentor activity, and a new teacher needs assessment. Use them as inspiration for your own.

Jump to:
Rockwood's mentor checklist
ND RISE's forms for key meetings and observations
New teacher surveys
Further resources

Setting mentor expectations

To sharpen your expectations of mentors, consider: what's on your checklist at each phase of the year?

Rockwood School District built a mentor checklist aligned to Ellen Moir's phases of first-year teaching Anticipation, Survival, Disillusionment, Rejuvenation, and Reflection. Use this as a starting point if you want to give mentors clear expectations. Click through the phases to see what's inside.

Mentor Checklist by Phase 5 Phases · August through May
Anticipation August / September
Relationship & orientation
3 items
Conduct initial meeting to establish (or revisit) a collaborative culture of mutual trust and reflection — share backgrounds and get to know one another, or revisit goals if returning mentees
Conduct initial meeting to tour building, discuss procedures, and provide general orientation to the school, including community characteristics
Collaboratively determine how often, when, and where mentor/mentee meetings will take place
Tools & systems
3 items
Support mentee in the setup and use of Google Apps, including email, Drive, and calendar navigation
Support mentee in utilizing Infinite Campus, including log-in, navigation, attendance, and grade reporting appropriate to grade level/content area
Collaborate with mentee to identify and utilize tools appropriate to grade level/content area: Abre, Seesaw, Canvas, ClassLink, ParentSquare, Formative, STAR, Benchmark Assessment System
Curriculum & planning
3 items
Collaborate with mentee to do an "inventory check" to locate, review, and utilize curriculum guides, assessments, and supporting documents/resources in order to develop an understanding of units of study, essential questions, essential learning standards, and all related acronyms
Conduct joint lesson planning session(s) to model pacing, identify learner expectations, utilize engagement strategies and assessment practices, and resource utilization
Discuss pre-assessment, assessment, and use of data to personalize student learning, including proficiency scales
Professional expectations
2 items
Assist mentee in developing their Teacher Growth Plan(s), including personal and building goals, according to the timelines provided in the Teacher Evaluation Instrument
Explain or review expectations for when a teacher is absent, including how to request a sub and what to include in sub plans
Classroom culture
2 items
Conduct ongoing discussions regarding strategies to build a relationship culture with students, parents, and colleagues
Conduct ongoing discussions regarding student behavior and classroom management strategies
Survival October / November
Observation cycle
1 item
Conduct observations of one another with an agreed-upon focus (e.g., classroom management, culture/community, student engagement, social-emotional strategies) — hold a pre- and post-conference to discuss what was observed
Support & resources
2 items
Collaborate and listen to the needs of the mentee; provide guidance in accessing available resources including:
  • Content Coordinators
  • Instructional Coaches (K–5)
  • Partners in Education
  • Professional Learning Department
  • Instructional Technology Specialists
  • Data Analysts
  • Library/Media Specialists
Assist mentee in utilizing library/media resources that can be used for instructional practice
Instructional practice
2 items
Conduct joint lesson planning session(s) to model pacing, identify learner expectations, utilize engagement strategies and assessment practices, and resource utilization
Conduct ongoing discussions regarding strategies to build a relationship culture with students, parents, and colleagues
Logistics & reporting
3 items
Support mentee in preparing for parent-teacher conferences: how to conduct a conference, what to have prepared, and how to ensure grades are ready
Support mentee in the use of KickUp to identify, register for, confirm attendance at, and report professional learning opportunities
Support mentee in grade recording and reporting expectations, including end-of-semester expectations
Student needs & collaboration
2 items
Conduct ongoing discussions regarding student behavior, classroom management, and diverse learning needs — collaborate with building/district-level specialists as needed
Participate in a Celebration / Problem Solving meeting on a topic of the mentee's choice
Disillusionment December / January
Curriculum & pacing
2 items
Continue to review and utilize the LMS, curriculum guides, and assessments — include a discussion regarding curricular pacing and progress toward essential learning standards
Collaborate and listen to the needs of the mentee; provide guidance in accessing available resources including:
  • Content Coordinators
  • Instructional Coaches (K–5)
  • Partners in Education
  • Professional Learning Department
  • Instructional Technology Specialists
  • Data Analysts
  • Library/Media Specialists
Wellbeing & resiliency
2 items
Discuss feelings of fatigue and work overload this time of year can bring, and strategies for how to get it all done
Participate in a Celebration / Problem Solving meeting on a topic of the mentee's choice
Student needs
2 items
Conduct ongoing discussions regarding student behavior, classroom management, and diverse learning needs — collaborate with building/district-level specialists as needed
Conduct ongoing discussions regarding strategies to build a relationship culture with students, parents, and colleagues — emphasize meeting the social and emotional needs of students
Semester reflection
2 items
Conduct a first-semester reflection meeting with mentee to reflect upon goals, strategies, and data/evidence collected toward Teacher Growth Plan(s)
Ensure all documents and activities related to the Teacher Evaluation Instrument are prepped, completed, and submitted by deadlines
Rejuvenation February / March
Observation cycle
1 item
Conduct observations of one another with an agreed-upon focus (e.g., classroom management, culture/community, student engagement, social-emotional strategies) — hold a pre- and post-conference to discuss what was observed
Third-quarter reflection
2 items
In February, conduct a third-quarter reflection meeting with mentee to reflect upon goals, strategies, and data/evidence collected toward Teacher Growth Plan(s)
Continue to discuss pre-assessment, assessment, and use of data to personalize student learning, including proficiency scales
Student culture & engagement
3 items
Conduct ongoing discussions regarding student behavior, classroom management, and diverse learning needs — collaborate with building/district-level specialists as needed
Conduct ongoing discussions regarding strategies to build a relationship culture with students, parents, and colleagues
Participate in a Celebration / Problem Solving meeting on a topic of the mentee's choice
Reflection April / May
End-of-year engagement
3 items
Discuss spring fever and its impact on student behavior; collaborate around engagement strategies that keep students learning and ending the year strong
Support mentee in grade recording and reporting expectations, including end-of-semester expectations
Meet to discuss end-of-year procedures, including the checkout process for your building
Professional voice & growth
2 items
Collaborate with mentee to discuss opportunities for providing voice in education:
  • Involvement in building/district-level opportunities
  • Involvement in content-affiliated organizations
  • Membership/involvement in professional organizations
  • Participation in graduate programs
Discuss ongoing professional learning needs; utilize KickUp to identify and register for summer professional learning opportunities, and explain district micro-credentials and process (after Masters degree)
Looking ahead
1 item
Participate in a goal-setting conversation with mentee, identifying a personal and professional goal for the next school year
Celebrate the completion of the school year and your successful collaborative partnership!

Scaffolding & monitoring the work

To add more structure to how mentoring happens and keep progress visible to everyone involved, consider: what protocols are your mentors following at each point in the year?

One approach is to take a checklist like the one above and turn it into forms that mentors complete at key moments in the year, with additional open-ended questions for context and reflection. This keeps documentation light but focused — mentors know what's expected, and coordinators can see who's on track.

ND Rise, a statewide mentoring program in North Dakota, goes further. Each semester, mentors are expected to hold 15 hours of 1:1 conferences, conduct at least 3 observations, facilitate peer observation time for the new teacher, and hold a triad meeting where the teacher, principal, and mentor align on progress. Every step has a form. Mentors know exactly what to do and when — and because the work gets documented along the way, coordinators end up with real data they can use to track progress and make the case for continued investment.

Here are some of the real forms ND Rise uses to scaffold and monitor the work, with minor adaptations.

1:1 Conference Log

Completed by mentor after each one-on-one conference session

This form is just intended to be used for the one-on-one conferences.

1:1 conferencing should be 15 hours per semester. Goal per semester for full stipend amount to submit is 13 hours. 2 hours can be informal and will be automatically rewarded, and therefore does not need to be documented in this form.
Date of session*
Duration of activity*
30 min 45 min 1 hour 1.5 hours 2 hours
Reflect
Progress from last conference*
Complete On Track Off Track (Experiencing roadblocks)
What do you feel good about?*
Please feel free to share more detail about what you feel good about. Or share more if Other. (Optional)
In working with this teacher, do they report experiencing any of these types of challenges in a way that is impeding their progress?*
Please feel free to share more detail about what feels the most challenging. Or share more if Other. (Optional)
Phases of Beginning Teacher Attitudes
Please work collaboratively with your beginning teacher to determine where on the scale your beginning teacher falls.
Anticipation Survival Disillusionment Rejuvenation Reflection
Focus
Area of Focus*
Please share more about your focus for today from your above selection. If other, please explain.
Standards for Reference: Marzano · Danielson · Marshall
Identify the teaching standard/s you are working on today:*
Evidence (i.e. student work samples, observational feedback, teaching rubric, etc.)
Possible Solutions & Resource Ideas
Plan
Teacher's next steps:*
Mentor's next steps:*
Next meeting date:*

Triad Meeting Log

Mentor, beginning teacher, and principal — 2 meetings per year

Date of meeting*
Time spent meeting*
30 min 45 min 1 hour 1.5 hours
Meeting Protocol
  1. Greeting — Acknowledge appreciation for everyone's involvement in the meeting.
  2. Go over requirements of the program — roles and responsibilities

    First Year Teacher requirements:

    • One-on-one Conferencing — Minimum of 15 hours per semester
    • Be observed by your mentor — 3 times per semester
    • Video Recording and Reflection — 1 time per semester
    • Observe other teachers — 6 hours fall and 3 hours spring
    • Triad Meeting — 2 times per year
Requirement Notes
  1. Questions
    • Ask principal to share his/her goals for the program
    • Ask what dates s/he wants the first-year teacher to be prepared for
    • Ask what other systems are in place to provide support for the first-year teacher (ex. coaches, literacy experts, first-year teacher support meetings)
    • Other expectations the principal has
    • Remind participants of the TAB section Monthly Mentoring Ideas in Mentor Manual
Notes on above questions
  1. Opportunity for first-year teacher to ask questions or provide input — What questions do you have about the school, mentoring. . .?
  2. Any other things to be addressed — Committees, other responsibilities . . .
  3. Thank everyone in attendance!
Notes on teacher questions, input, or other responsibilities

End-of-Semester Teacher Checklist

Completed by the beginning teacher at the end of each semester

Please complete this form at the end of the semester to confirm that you and your mentor have met the requirements of the program.
Which of the following requirements were met by your mentor?*
Total time spent observing
1 hour 2 hours 3 hours 4 hours 5 hours 6 hours Other
Please add additional context about the requirements above.
Which activities did you find most valuable? If any were not complete, why not?
What is one new thing that you learned from your mentor this semester?*

Understanding teacher needs and progress

To understand what your new teachers need and how they're developing, consider: what are you asking them — at the start of the year, and again at the end?

New teachers typically need support across four areas: emotional, instructional, institutional, and physical. A good survey surfaces where someone needs help across all four, so mentors can target their support and track how things shift over time. This example, inspired by real KickUp partner districts and our New Teacher Mentorship Webinar, is a starting point. Use it, adapt it, or reach out if you want help building something for your program.

New Teacher Needs Assessment

New Teacher Needs Assessment

Completed by the teacher and revisited at the end of each semester to track progress and needs

This form is not evaluative — it's a starting point for mentors, not a judgment of teachers. The purpose is to prepare your mentor to support your growth and to help us improve our mentorship program over time.

Your classroom environment

Not confident — need support Kind of confident — want further support Pretty confident — want further support Area of strength
Setting up and organizing your physical classroom space
Using classroom materials and resources effectively
Implementing effective routines, transitions, and procedures
Building respect and rapport among students
Managing student behavior

Your instructional practice

Not confident — need support Kind of confident — want further support Pretty confident — want further support Area of strength
Planning tier 1 instruction
Building student engagement and collaboration
Assessing student learning
Analyzing student work and data
Responding to individual student needs and accommodating all learners
Using the PDSA cycle to plan and reflect on your teaching practice

Your school community

Not confident — need support Kind of confident — want further support Pretty confident — want further support Area of strength
Navigating campus procedures, systems, and technology
Parent communication
Peer communication
Engaging in PLC collaboration

How you're doing

Teaching is as much about how you're doing as what you're doing. Share how you're feeling in these areas so your mentor can show up in the right ways.

Not yet — still finding my footing Getting there — would welcome some support Comfortable — feeling good about this Very comfortable — this is a strength
How connected do you feel to your colleagues at your school?
How comfortable are you asking for help when you're struggling?

Elaborate on your responses above to help your mentor understand where you are and how to best support you right now.

Further Resources

Learning Forward (book): Mentoring New Teachers: A Framework for Growth

Learning Forward (blog): "Mentoring as a global imperative for teacher excellence and retention"

Clayton's County's mentor/mentee matching survey

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