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Mentoring Up: 
Pro-actively managing your mentoring relationship 
by assessing and applying your strengths 
Los Angeles, CA 
October 2014 
Steve Lee, PhD 
Graduate Diversity Officer 
for the STEM Disciplines
What exactly is mentoring? 
Traditional Mentoring 
2 
Questions, 
advice, etc 
Mentee Mentor
Any other aspects of mentoring? 
Peer Mentoring 
3 
Peer Peer Peer
Any other aspects of mentoring? 
“Mentoring Up” 
4 
Questions, 
input, etc 
Mentee Mentor
Based upon original concept of: 
“Managing Up” 
5 
Questions, 
input, etc 
Manager Boss 
Gabarro and Kotter, Harvard Business Review, 1980.
Mentoring up is: 
6 
the mentee learning to pro-actively 
manage their mentoring relationship 
Questions, 
input, etc 
Mentee Mentor
Group Discussion #1 
 Consider a recent fruitful working 
relationship. What made it work out well? 
 Consider another difficult working 
relationship. Why do you think it became 
so challenging? 
7
Why do we have trouble 
communicating effectively? 
Group brain storming 
 Communication can be challenging when: 
 resolving conflicts 
 lack of communication 
 other person not listening 
 power differential 
 hierarchical 
 disagreement of interpreting data 
 feeling insecure 
 imposter syndrome 
8
A key difficulty is realizing our own 
communication preferences 
 Research shows we don’t self-assess accurately 
 Gallup survey: 97% said their leadership skills are at or 
above average (!) 
 National study: rate student’s professional skills from 1-7 
9 
employers 
alumni 
faculty 
4.27 
4.73 
4.41 
students 5.16 (!)
Gabarro and Kotter also stress the 
importance of assessing 
a. the relationship involves 
mutual dependence 
between fallible persons 
b. most superiors do not 
spell out all their 
expectations explicitly 
c. ultimately, the subordinate 
is responsible to discover 
the superior’s expectations 
10 
Gabarro and Kotter, HBR, 1980. 
1. assess yourself and 
your superior 
2. apply this assessment 
to develop a mutually 
beneficial relationship
11 
Main Message 
Assess: 
Apply: 
 Assess yourself 
 others 
accurately 
 Apply your 
assessments 
strategically
How do we assess ourselves? 
How do we apply our assessment to 
“mentor up”? 
12 
Group Discussion #2 
 Please refer to the handout 
 Complete the individual and group activities 
 Spend ~20 min
Let’s review aspects of mentoring: 
 Traditional mentoring 
 mentor to mentee 
 Peer mentoring 
 community of peers 
 “Mentoring up” 
 mentee pro-actively 
engages in the mentoring 
relationship 
13
What skills are needed in 
mentoring up? 
 Assess yourself and your mentor 
 Myers-Briggs 
 StrengthsFinder 
 myIDP website 
 seek research-based, 
multiple assessments 
 Apply the assessment 
 refer to principles in mentoring relationships 
14 
 assess your needs: 
 trust 
 compassion 
 hope 
 stability
Mentoring up is NOT 
 False-flattery 
15 
 Manipulating your mentor
Mentoring up includes: 
Acting with confidence 
 actively engage with 
your mentor 
 seek to understand 
your mentor’s 
expectations 
 communicate your 
goals and expectations 
Treating with respect 
16 
 actively listen 
 practice “follow-ship” 
 determine and fulfill 
your responsibilities 
 adapt to your 
mentor’s needs
What principles are important in 
mentoring relationships? 
 Communication 
 Aligning expectations 
 Assessing understanding 
 Ethics 
17 
Handelsman, Pfund, Branchaw, etc at U of WI 
Entering Mentoring and Entering Research 
 Addressing equity and 
inclusion 
 Fostering independence 
 Promoting professional 
development
Resources 
 for mentors: 
 Handelsman, et al; Entering Mentoring 
 for mentees: 
 Branchaw, et al; Entering Research 
 Lee, McGee, Pfund, Branchaw 
 “Mentoring Up” chapter; accepted 
 “The Mentoring Continuum”; Glenn Wright, ed 
 This workshop’s slides and handouts: 
 Slideshare; search “Steve Lee SACNAS 2014” 
18
We always need mentors 
in all stages of our lives 
As we learn how to mentor up, 
we also learn how to mentor others, 
and create a supportive community. 
19
20 
Take-Home Message 
Assess: 
Apply: 
 Assess yourself 
 others 
accurately 
 Apply your 
assessments 
strategically
Thanks for your participation! 
Any questions? 
21 
? 
? 
?
Mentoring Up: 
Pro-actively managing your relationship with your research mentor 
1 
by assessing and applying your strengths 
Steve Lee, PhD - Graduate Diversity Officer for the STEM Disciplines 
at University of California, Davis; stnlee@ucdavis.edu 
SACNAS – October 16, 2014 at 8:30-10 AM 
• Individual Activity: adapted Myers-Briggs test for introverts/extroverts  www.humanmetrics.com  
o Select the answer that more accurately reflects your preferred behavior. 
Yes No 
 You enjoy having a wide circle of acquaintances. 
 You are usually the first to react to a sudden event, such as the telephone ringing or 
unexpected question. 
 You easily tell new people about yourself. 
 You spend your leisure time actively socializing with a group of people, attending 
parties, shopping, etc. 
 You rapidly get involved in the social life of a new workplace. 
 The more people with whom you speak, the better you feel. 
 It is easy for you to speak loudly. 
 You enjoy being at the center of events in which other people are directly involved. 
 You feel at ease in a crowd. 
 It is easy for you to communicate in social situations. 
Totals 
o Scoring: add up the number of statements with which you answered “Yes” and “No”. Extroverts will 
tend to answer Yes to most of these statements, and Introverts will tend to answer No. 
• Success Types by John Pelley  http://www.ttuhsc.edu/SOM/success/  
Well-developed type skills Underdeveloped type skills 
Extraversion 
Active approach 
Bring breadth 
Introversion 
Reflective approach 
Bring depth 
Extraversion 
Hyperactive 
Superficial 
Introversion 
Withdrawn  secretive 
Overly serious 
What the Types Can Offer Each Other 
EXTRAVERTS 
• Provide the outwardly directed energy 
needed to move into action 
• Offer responsiveness to what is going on 
in the environment 
• Have a natural inclination to converse and 
to network 
INTROVERTS 
• Provide the inwardly directed energy 
needed for focused reflection 
• Offer stability from attending to deep 
ideas, and listening to others 
• Have a natural tendency to think and work 
alone
Group Activity: read the case study and answer the following questions 
• John has been having trouble understanding his research professor’s expectations and goals for his 
research. This is particularly frustrating for John, because he’s very friendly and gets along with most 
people. He has weekly meetings with his professor, where he tells her all about his ups and downs from 
his research progress, along with complications and successes. John is aware that he’s communicative 
and talkative, so he believes that he’s doing a good job with informing his professor about his research 
progress. But occasionally his professor will ask him a particular question that surprises him, because 
John didn’t realize that she had wanted something else. John just wishes that she would explain more 
clearly what she wants and expects, so that they can work better together. But she doesn’t seem to say 
much during their meetings, and seems withdrawn from John’s perspective. 
2 
• Questions: 
o Introduce yourselves in your group, and share your results from the test for introverts and 
extroverts. Do you think the test and the tables helped you to determine or confirm your 
preference to be an introvert or extrovert? 
o From the case study, do you think John is an introvert or extrovert? Explain your reasoning, 
referring to specific details mentioned in the case study. 
o Do you think the professor is an introvert or extrovert? Explain your reasoning. 
o How might John adapt, to work better with his professor? How can he improve his understanding 
of her expectations for his research? 
─ How might John use his strengths to help resolve his problem? 
─ What underdeveloped type skills (see tables for some ideas) might John need to address as he 
considers how to improve the communication with his professor? 
o How would this relationship differ if John and his professor had their opposite types? This is a 
tough, but important question! Think carefully and hard! 
─ How might conflicts and miscommunications arise? 
─ How can they effectively address or avoid their conflicts? 
o Have you or someone in your group experienced similar situations, where you had different types? 
Please share your situation: how the different preferences impacted the relationship, the 
consequences, if the situation changed, how you dealt with the differences, etc. 
• Thanks for coming to my workshop! I hope that it was helpful. 
• If you would like to view and download the complete set of presentation materials and handouts, 
please go to my account in  www.slideshare.net .

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Mentoring Up - SACNAS 2014 - Steve Lee

  • 1. Mentoring Up: Pro-actively managing your mentoring relationship by assessing and applying your strengths Los Angeles, CA October 2014 Steve Lee, PhD Graduate Diversity Officer for the STEM Disciplines
  • 2. What exactly is mentoring? Traditional Mentoring 2 Questions, advice, etc Mentee Mentor
  • 3. Any other aspects of mentoring? Peer Mentoring 3 Peer Peer Peer
  • 4. Any other aspects of mentoring? “Mentoring Up” 4 Questions, input, etc Mentee Mentor
  • 5. Based upon original concept of: “Managing Up” 5 Questions, input, etc Manager Boss Gabarro and Kotter, Harvard Business Review, 1980.
  • 6. Mentoring up is: 6 the mentee learning to pro-actively manage their mentoring relationship Questions, input, etc Mentee Mentor
  • 7. Group Discussion #1 Consider a recent fruitful working relationship. What made it work out well? Consider another difficult working relationship. Why do you think it became so challenging? 7
  • 8. Why do we have trouble communicating effectively? Group brain storming Communication can be challenging when: resolving conflicts lack of communication other person not listening power differential hierarchical disagreement of interpreting data feeling insecure imposter syndrome 8
  • 9. A key difficulty is realizing our own communication preferences Research shows we don’t self-assess accurately Gallup survey: 97% said their leadership skills are at or above average (!) National study: rate student’s professional skills from 1-7 9 employers alumni faculty 4.27 4.73 4.41 students 5.16 (!)
  • 10. Gabarro and Kotter also stress the importance of assessing a. the relationship involves mutual dependence between fallible persons b. most superiors do not spell out all their expectations explicitly c. ultimately, the subordinate is responsible to discover the superior’s expectations 10 Gabarro and Kotter, HBR, 1980. 1. assess yourself and your superior 2. apply this assessment to develop a mutually beneficial relationship
  • 11. 11 Main Message Assess: Apply: Assess yourself others accurately Apply your assessments strategically
  • 12. How do we assess ourselves? How do we apply our assessment to “mentor up”? 12 Group Discussion #2 Please refer to the handout Complete the individual and group activities Spend ~20 min
  • 13. Let’s review aspects of mentoring: Traditional mentoring mentor to mentee Peer mentoring community of peers “Mentoring up” mentee pro-actively engages in the mentoring relationship 13
  • 14. What skills are needed in mentoring up? Assess yourself and your mentor Myers-Briggs StrengthsFinder myIDP website seek research-based, multiple assessments Apply the assessment refer to principles in mentoring relationships 14 assess your needs: trust compassion hope stability
  • 15. Mentoring up is NOT False-flattery 15 Manipulating your mentor
  • 16. Mentoring up includes: Acting with confidence actively engage with your mentor seek to understand your mentor’s expectations communicate your goals and expectations Treating with respect 16 actively listen practice “follow-ship” determine and fulfill your responsibilities adapt to your mentor’s needs
  • 17. What principles are important in mentoring relationships? Communication Aligning expectations Assessing understanding Ethics 17 Handelsman, Pfund, Branchaw, etc at U of WI Entering Mentoring and Entering Research Addressing equity and inclusion Fostering independence Promoting professional development
  • 18. Resources for mentors: Handelsman, et al; Entering Mentoring for mentees: Branchaw, et al; Entering Research Lee, McGee, Pfund, Branchaw “Mentoring Up” chapter; accepted “The Mentoring Continuum”; Glenn Wright, ed This workshop’s slides and handouts: Slideshare; search “Steve Lee SACNAS 2014” 18
  • 19. We always need mentors in all stages of our lives As we learn how to mentor up, we also learn how to mentor others, and create a supportive community. 19
  • 20. 20 Take-Home Message Assess: Apply: Assess yourself others accurately Apply your assessments strategically
  • 21. Thanks for your participation! Any questions? 21 ? ? ?
  • 22. Mentoring Up: Pro-actively managing your relationship with your research mentor 1 by assessing and applying your strengths Steve Lee, PhD - Graduate Diversity Officer for the STEM Disciplines at University of California, Davis; stnlee@ucdavis.edu SACNAS – October 16, 2014 at 8:30-10 AM • Individual Activity: adapted Myers-Briggs test for introverts/extroverts www.humanmetrics.com o Select the answer that more accurately reflects your preferred behavior. Yes No You enjoy having a wide circle of acquaintances. You are usually the first to react to a sudden event, such as the telephone ringing or unexpected question. You easily tell new people about yourself. You spend your leisure time actively socializing with a group of people, attending parties, shopping, etc. You rapidly get involved in the social life of a new workplace. The more people with whom you speak, the better you feel. It is easy for you to speak loudly. You enjoy being at the center of events in which other people are directly involved. You feel at ease in a crowd. It is easy for you to communicate in social situations. Totals o Scoring: add up the number of statements with which you answered “Yes” and “No”. Extroverts will tend to answer Yes to most of these statements, and Introverts will tend to answer No. • Success Types by John Pelley http://www.ttuhsc.edu/SOM/success/ Well-developed type skills Underdeveloped type skills Extraversion Active approach Bring breadth Introversion Reflective approach Bring depth Extraversion Hyperactive Superficial Introversion Withdrawn secretive Overly serious What the Types Can Offer Each Other EXTRAVERTS • Provide the outwardly directed energy needed to move into action • Offer responsiveness to what is going on in the environment • Have a natural inclination to converse and to network INTROVERTS • Provide the inwardly directed energy needed for focused reflection • Offer stability from attending to deep ideas, and listening to others • Have a natural tendency to think and work alone
  • 23. Group Activity: read the case study and answer the following questions • John has been having trouble understanding his research professor’s expectations and goals for his research. This is particularly frustrating for John, because he’s very friendly and gets along with most people. He has weekly meetings with his professor, where he tells her all about his ups and downs from his research progress, along with complications and successes. John is aware that he’s communicative and talkative, so he believes that he’s doing a good job with informing his professor about his research progress. But occasionally his professor will ask him a particular question that surprises him, because John didn’t realize that she had wanted something else. John just wishes that she would explain more clearly what she wants and expects, so that they can work better together. But she doesn’t seem to say much during their meetings, and seems withdrawn from John’s perspective. 2 • Questions: o Introduce yourselves in your group, and share your results from the test for introverts and extroverts. Do you think the test and the tables helped you to determine or confirm your preference to be an introvert or extrovert? o From the case study, do you think John is an introvert or extrovert? Explain your reasoning, referring to specific details mentioned in the case study. o Do you think the professor is an introvert or extrovert? Explain your reasoning. o How might John adapt, to work better with his professor? How can he improve his understanding of her expectations for his research? ─ How might John use his strengths to help resolve his problem? ─ What underdeveloped type skills (see tables for some ideas) might John need to address as he considers how to improve the communication with his professor? o How would this relationship differ if John and his professor had their opposite types? This is a tough, but important question! Think carefully and hard! ─ How might conflicts and miscommunications arise? ─ How can they effectively address or avoid their conflicts? o Have you or someone in your group experienced similar situations, where you had different types? Please share your situation: how the different preferences impacted the relationship, the consequences, if the situation changed, how you dealt with the differences, etc. • Thanks for coming to my workshop! I hope that it was helpful. • If you would like to view and download the complete set of presentation materials and handouts, please go to my account in www.slideshare.net .