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Exhibit 5.2
Mentoring Instructions
Mentoring Form General Instructions
The Mentoring Forms have three functions:
1. To standardize the documentation of mentoring.
2. To guide the mentor though the mentoring process.
3. To help the Field Supervisor identify additional retraining needs.
Prior to the mentoring session:
As a mentor, you should thoroughly review these instructions and the forms before the mentoring session.
The forms are self-explanatory, but these instructions will help you and the new FI get the most out of the
mentoring process. You should have enough copies of the forms for a full day’s work – one of the
Preparation Mentoring Forms and enough of the other Screening and Interviewing forms to complete one
for each screening and interview observed that day.
Mentoring trips are expected to last between 6 and 8 hours. Working longer than the 4 hour minimum
requirement sets a good example for the new FI and helps emphasize the importance of being cost
effective. If possible, the FS should send you a copy of the segment materials prior to the session.
It is also important for you to alleviate any fears the new FI might be experiencing by presenting the
mentoring process as on-the-job training. Mentoring is not a formal way to document what new FIs do
“wrong,” but rather to help new FIs learn field techniques and to ensure that they have a full command of
project protocols.
Using the forms:
The forms contain a checklist and some open-ended questions. Follow along with the FI and for
each item listed on the appropriate form, check “Yes” if the FI completed the task successfully, or
“No” if additional retraining is needed.
For any items receiving a “No” response, please provide notes in the “Comments” column with a
specific description of the problem and any retraining suggestions that you gave to the FI.
For “Yes” responses, the “Comments” field can be used as needed to document any positive
feedback or suggestions for improvement that would not necessarily require retraining (e.g.,
organizing materials, presentation to respondents).
Feel free to use the back of the form for additional notes regarding the mentoring session, and
number your responses to correspond with the specific line items.
Charging your time:
The new FI being mentored should charge his/her time to 7190-560, while you, as the mentor, should
charge your time to 7190-552. Mentoring time should be charged under the appropriate column as you
normally would when working in the field (e.g., contacting and locating time, interviewing time). An FS
who conducts the mentoring should charge his/her time to the “Study/Training” column of a 7190-565
eSTE.
Once the Mentoring process is completed, send all completed forms to the Field Supervisor within
24 hours.
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