Set yourself up for success with your mentor: take charge of the content, start the meeting strong and manage the time well. Follow this to-do list for your first meeting with your mentor.Before the Session Goal: Lay the groundwork for informed relationships and productive meetings. From keeping board meeting minutes to ensuring conversations remain on topic, here are some tips on how to host an annual shareholder meeting. Identify annual shareholder meeting requirements and simplify your planning with a checklist of the steps and processes needed for success. A successful shareholder meeting is built on a wellcrafted plan. The first step is to determine the date, time, and location for the meeting. Our free template for first meeting minutes has been made to accommodate the differences of a sole director versus a board of directors. Take responsibility for scheduling the first meeting with your mentor, setting aside at least 60 minutes. The key to any mentoring relationship is preparation.