Fish Mentorship · Roundtable Prep

No goal, no seat

Come with a goal. Learn how to get clear on your goals, find the right Whos (mentors, coaches, and sponsors) and you can help others do the same.

This is Phase 1, the Why. Everything you need before the first meeting is on this page: four book summaries and the intake form that books your seat. We turn your answers into your personal goal summary and send it back before the meeting. See all three phases.

About 20 min

Fast track

Read the four 2-minute summaries (about 8 minutes), then fill out the intake form (about 10 minutes).

About 10 min

Straight to the form

Already have a goal? Skip the books. At Goal 1 the form offers the four books if you want them later.

How Fish Mentorship works

2 min

Fish Mentorship isn't a matching service or a seminar. You come with a goal and join a roundtable to determine what you need: a mentor, a coach, and/or a sponsor. We then teach you how to find your Who. After the roundtable, you decide whether to continue with one-on-one mentoring, a group forum, or go on your way with the lessons you have learned.

You don't just need people to see you. You need people who help you see more. Help comes in 3 ways:

Mentor

talks with you

Has been where you're going. Shares what they learned.

Coach

works on you

Helps you build one skill or change one habit. Asks more than tells.

Sponsor

talks about you

Spends their influence on you, in rooms you aren't in yet.

Learn the language: Four books

8 min quick read

Each book has two levels: a 2-minute summary, and something to watch or listen to. Open whatever grabs you. Videos and audio only load when you press play. Who Not How and Thinking in Bets & Quit are the Phase 1 reads. The FT Guide and The Success Factor come back in Phase 2, mentor and mentee.

Who Not How

Dan Sullivan with Dr. Benjamin Hardy · 2020

Use it for: finding your Who

The fastest way to a big goal isn't learning how to do everything yourself. It's changing the question from "How do I do this?" to "Who can help me do this?"

Read the 2-minute summary

Most ambitious people are trained to be self-reliant. When a new goal shows up, the reflex is to ask how to do it: what to learn, what to figure out, what to grind through. Sullivan, founder of Strategic Coach, argues that this reflex is the single biggest limit on what people accomplish. Every "how" you take on yourself costs time and attention you could spend on the few things only you can do.

The shift

The alternative is to ask "Who?" Who has already solved this? Who would be energized by this problem? Who could get it done in a fraction of the time? A Who might be a hire, a partner, an advisor, a mentor or a friend. The point isn't to offload work. It's to put the right capability on the right problem so the result is bigger than what you could reach alone.

Vision comes first

You can't find the right Who until you're clear about what you want. The book leans on a simple one-page discipline: write down what you're trying to achieve, why it matters, what the best result looks like, and how you'll know you succeeded. That page is what lets a Who say yes, and it's what lets you pick between possible Whos. A vague goal attracts vague help.

Four freedoms

Sullivan frames the payoff in four freedoms. Time: you stop spending hours on things others do better. Money: good Whos produce more than they cost. Relationships: you work with people you like and learn from. Purpose: you get to stay on the work that matters most to you. If a relationship isn't producing any of these, it's probably the wrong Who.

Let go of the how

Once you've found a Who, the discipline is to hand over the result and step back. Micromanaging turns a Who back into a "how" you're still carrying. Trust is part of the deal, and so is being clear up front about what success looks like.

Procrastination is a signal

The book treats procrastination as information rather than a character flaw. If something keeps sliding, it's often because it isn't yours to do, or because you're missing the knowledge or the person to move it. The fix is usually a Who.

Transformational, not transactional

The strongest Who relationships aren't one-time trades. Both sides get better. That means you also show up as a Who for others: you know what you're good at and offer it freely.

Bring this to the table. For each of your three goals, finish the sentence: "The Who I need is someone who has already ______."

The Financial Times Guide to Mentoring

Dr. Ruth Gotian and Andy Lopata · 2024

Use it for: how mentoring actually works

A practical playbook for both sides of a mentoring relationship, and for the people who run mentoring programs.

Read the 2-minute summary

Gotian studies how top performers are developed; Lopata is known for his work on professional relationships and networking. Together they wrote a hands-on guide for anyone who mentors, is mentored, or runs a mentoring program. Its core claim: mentoring works when it's intentional, and it fails when people expect chemistry to do the work.

Mentoring is a relationship, not a program

A program can create the introduction and the structure, but the value comes from two people who both show up prepared. That starts with the mentee knowing what they want help with. Without a clear purpose, meetings drift into pleasant conversation and then stop.

The mentee owns it

The person being mentored does the scheduling, brings the agenda, takes the notes and reports back on what they did with the advice. Mentors are busy. The easiest way to keep a good one is to make it effortless for them to help you and to show them their time made a difference.

Build a team, not a hero

No single person can advise on your career, your craft, your family business and your health. The authors encourage a network of support, with different people for different needs. Some people share experience. Some sharpen a skill. Some use their influence on your behalf. Peers matter too; they're often the most honest.

Set it up well

Early on, agree on the basics: the goal, how often you'll meet, how long the relationship will run, how you'll communicate, what's confidential, and what's off-limits. Clear expectations prevent most of the problems that sink mentoring relationships.

Four phases

Mentoring researcher Lois Zachary mapped the arc of these relationships into four phases: preparing (getting clear on what you want), negotiating (agreeing how you'll work together), enabling (the long middle, where the growth happens) and closing (ending on purpose). Knowing which phase you're in tells you what the relationship needs next.

The mentor's craft

Good mentors listen closely, ask open questions, share stories instead of issuing orders, and resist solving every problem for the mentee. The goal is a mentee who thinks better, not one who needs the mentor more.

Many shapes

The book covers one-on-one, group, peer and reverse mentoring, where a younger person mentors someone senior on a topic they know better. Each has a place.

Endings and measurement

Relationships should have checkpoints and a natural close. Ending on purpose, with a thank-you and a look back at what changed, keeps the door open. Programs should track whether goals were actually reached, not just whether people met.

Bring this to the table. Discuss in the group what you'd want a mentor to agree to: how often you'd meet, for how long, and what you'd bring to every meeting.

Thinking in Bets & Quit

Annie Duke · 2018 and 2022

Use it for: choosing the right goal, and knowing when to drop one

Two books by a former professional poker player turned decision researcher. Every decision is a bet made without full information, so judge your choices by how you made them, not only by how they turned out.

Read the 2-minute summary

Annie Duke spent years at the poker table, where you can play a hand perfectly and still lose, or play badly and win. She turned that into a way of thinking about life decisions. The two books belong together: Thinking in Bets is about deciding well; Quit is about knowing when to walk away.

Thinking in Bets: stop "resulting"

Duke's name for judging a decision only by its outcome is "resulting." A good choice can go wrong, and a reckless one can work out. If you learn only from outcomes, you learn the wrong lessons. Instead, ask: given what I knew then, was it a sound bet?

Talk in probabilities

Certainty is rarely real. Putting a rough percentage on your beliefs makes you more open to new information and easier to advise. A useful test: "Would I bet on that?" If you hesitate, you're less sure than you sounded.

Find your truth-seeking group

You can't see your own blind spots. Duke recommends a small group that agrees to be honest, to reward accuracy over agreement, and to question each other's reasoning. That's close to what a good forum or mentoring table does.

Look forward and back

Before committing, imagine it's a year from now and the goal failed. What went wrong? Then imagine it succeeded. What went right? Both exercises surface what you need, and often who you need.

Quit: why we hang on too long

We stick with jobs, projects and plans past the point where they make sense. We've already invested. We hate admitting a loss. Staying feels safer than switching. Grit is valuable, but grit applied to the wrong thing is expensive.

Kill criteria and the hardest part first

Decide in advance what would make you stop: a state ("if I haven't landed two clients") and a date ("by March 1"). And tackle the hardest, most uncertain part of a goal first, so you learn early whether it's worth continuing. Duke also suggests having a "quitting coach," someone who cares about you enough to tell you when it's time.

Bring this to the table. For each goal: "I'll know by ______ whether this is working. If it isn't, I'll ______."

The Success Factor

Dr. Ruth Gotian · 2022

Use it for: what high achievers do differently

Gotian studied people at the very top of demanding fields and found that talent alone wasn't what set them apart. They share a handful of habits anyone can build: drive from within, a strong foundation, always learning, and a mentoring team.

Read the 2-minute summary

Gotian, a researcher and executive coach who focuses on mentoring, set out to understand what the best performers in the most demanding fields have in common. The answer wasn't luck or genius. It was a set of habits, and most of them can be learned.

Drive from within

Top performers are motivated by the work itself. External rewards come, but they aren't the fuel. For you, that means choosing goals you care about for their own sake. A goal you picked to impress someone else rarely survives the hard middle.

A strong foundation

They invest heavily in fundamentals. Before trying something ambitious, they make sure the basics are solid. That's a useful check on your own goals: is there a basic skill or piece of knowledge you're trying to skip?

Continuous learning

High achievers don't stop learning when they arrive. They look for new ideas outside their own field, and they stay curious about people who see things differently. Learning is treated as part of the job, not an extra.

A mentoring team

This is the habit that matters most for us. The people Gotian studied didn't rely on one mentor. They built a group of people who each played a role: some gave advice, some taught a skill, some advocated for them, some simply asked hard questions. They kept that team current as their goals changed.

Why it's on this list

This book is the evidence behind the roundtable format. You aren't looking for the one perfect mentor. You're building a small team, one goal at a time, and you're the one responsible for keeping it together.

Bring this to the table. Sketch your team: one name (or type of person) for mentor, coach, sponsor and connector. Blanks are fine. The blanks are what the roundtable is for.

Book summaries are original overviews written for this program, not excerpts. Buy the books; the authors deserve it.

Fill out the intake form

About 10 min

Tell us your goal, by when, and what is in the way, plus a few short questions. We turn your answers into a one-page summary of your goal and send it back within one to two days.

Deadline: before the roundtable. No goal, no seat.

Stuck on a goal or a link? Reply to the invitation email and a person will answer. Read the FAQ