A compilation of tips and resources.
Mentoring Compacts & Agreements
Purpose & Goals Potential Pitfalls
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Potential Pitfalls
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Creating Your First Compact
- PI can create first draft, then invite comments
- Alternatively, co-draft with mentees
- Dedicate a lab meeting (or more) to work on it together
- More buy-in with team approach
- Start with values, then add on expectations for mentor and mentees
- Flexibility – what is a consistent expectation for everyone? What should be flexible to meet the mentee where they’re at?
Potential Sections and Approaches
- Separate policies into a different document
- Time off
- Onboarding/offboarding steps
- Facilities
- Key contacts
- Important resources
- Key protocols
- Conflict resolution
- “Nuts and bolts”
- Adapt for particular trainees?
- High school students –
- Undergrads – expectations for grading if enrolled in research-for-credit courses
- Postbacs –
- Grad students –
- Postdocs –
- Techs/lab managers –
- Trainees can see different expectations
- Tone
- Formal tone can feel like a legal document
- Informal tone can feel more supportive and conversational (I will do… vs. the PI will do…)
- Bullet points
- Lots of text may not be read and can feel overwhelming
- Be specific
- Consistency vs. flexibility
- Some trainees (PhD students) have particular milestones in place, so you may not have to replicate those expectations
- Individuals for trainees – professional development, career goals, meeting schedule
- Invitation to ask for the support you need to be successful
- Table of responsibilities for mentor and mentees to show how they complement each other
Revisit
- Once per year or when many new people start – dedicate a lab meeting to update together
- Each new trainee – revisit compact along with their IDP once/twice per year
- Can combine with long-term project planning
- If someone isn’t meeting the agreed expectations
- Face to face conversation
- What’s the observed behavior?
- What’s going on? (invite disclosures)
Resources
- Example compacts from the OGE mentor training
- Library of sample compacts from CIMER
- Pre-print on lab manuals/compacts: https://osf.io/preprints/metaarxiv/bzcxg/
- A PLoS Comp Bio article about tips for compacts: https://journals.plos.org/ploscompbiol/article?id=10.1371/journal.pcbi.1005709