Every Mentoring Plan is different because it’s tailored to the needs of the mentee. Here is an example:

FP&A Mentoring Plan: Career Transition (example)

  1. Create a career development plan

  2. Assess FP&A skill proficiency 

  3. Develop a skill improvement plan

  4. Create a resume that stands out

    a) Map existing skills to what FP&A recruiters are looking for

    b) Create a results-oriented resume and LinkedIn profile

    c) Develop a strategy to tailor the resume to target roles

  5. Job Search Strategy

    a) Overview of the FP&A recruiting process

    b) FP&A Job Titles and what they really mean

    c) The five different FP&A role types - pros and cons

    d) How to interpret FP&A job descriptions

    e) How to select ideal target roles

    f) How to manage salary negotiations

  6. Practice FP&A interviews

  7. Practice FP&A case studies

Skill Development Plan (example)

Reporting, Root Cause Analysis, Identify Risks & Opportunities:

  • Tailor presentations to the audience

  • Create reports that inspire action

  • Separate signal from noise

  • Report insights instead of raw data 

  • Choose visualizations that support the story

  • Show commentary that adds to the visual

Planning & Forecasting 

  • What’s the most important outcome of Planning

  • Why it’s important to do Planning in two different ways and what they are

  • How to structure the Planning process and what to do at each phase

  • Which questions to ask when reviewing Planning or Forecasting inputs

  • Forecasting best practices

  • How to address the 10 most common Planning complaints 

  • Select Harvard Business Review resources on forecasting techniques


Budget Management & Business Partnering

  • The three factors that matter most for team effectiveness

  • How to build trust

  • How to use the framework of Emotional Bank accounts to build relationships

  • How to use the GROW framework to add value when we know less about the issue than our business partners

  • Two principles to create budget discipline without “policing”