Checklist for Mediation

  1. Agreement to Mediate
    • Voluntary Participation: Confirm that both parties agree to mediate voluntarily, without coercion.
    • Mediation Clause: Check if the contract includes a mediation clause that mandates or encourages mediation before litigation.
    • Mutual Consent: Ensure all parties consent to the process and understand its purpose.
  2. Selection of Mediator
    • Qualifications: Choose a mediator with relevant experience in civil and commercial disputes.
    • Neutrality: Confirm the mediator is impartial and has no conflicts of interest.
    • Agreement on Mediator: Obtain agreement from all parties on the selected mediator or process for choosing one.
    • Availability: Verify the mediator’s availability for the scheduled dates.
  3. Scheduling the Mediation
    • Date and Time: Coordinate to find a mutually convenient date and time.
    • Duration: Estimate the length of the session(s) to ensure adequate time.
    • Notification: Send formal invitations or notices to all parties and the mediator.
  4. Preparation of Parties
    • Issue Identification: Clearly define the issues to be resolved.
    • Position Statements: Prepare statements outlining each party’s perspective and desired outcomes.
    • Evidence Gathering: Collect relevant documents, contracts, correspondence, or other evidence supporting your position.
    • Settlement Goals: Clarify what terms or outcomes are acceptable or non-negotiable.
  5. Venue and Logistics
    • Location: Choose a neutral, accessible venue conducive to open discussion.
    • Virtual Options: Consider online mediation platforms if in-person meetings are not feasible.
    • Facilities: Ensure availability of necessary facilities such as breakout rooms, technology, and refreshments.
    • Accessibility: Make arrangements for any special needs or accommodations.
  6. Confidentiality Agreement
    • Terms: Draft and agree upon confidentiality terms to protect sensitive information.
    • Signing: Have all parties and the mediator sign confidentiality agreements before proceedings.
    • Scope: Clarify what information is confidential and any exceptions.
  7. Mediation Agenda
    • Issue Outline: Develop a clear agenda highlighting key issues to be discussed.
    • Order of Discussion: Decide on the sequence of topics or issues.
    • Sharing Agenda: Distribute the agenda to all participants and the mediator in advance.
  8. Legal and Ethical Considerations
    • Legal Compliance: Ensure the mediation process complies with applicable laws and regulations.
    • Impartiality: Confirm the mediator’s role as an impartial facilitator.
    • Informed Consent: Make sure all parties understand the process, their rights, and the implications.
  9. Funding and Costs
    • Cost Sharing: Agree on how mediation fees, mediator’s charges, and other expenses will be divided.
    • Payment Terms: Establish payment arrangements and deadlines.
    • Financial Assistance: Explore options for funding or subsidies if applicable.
  10. Post-Mediation Steps
    • Documentation: Record any agreements or settlements reached during mediation.
    • Legal Formalities: Determine if agreements need to be formalized through contracts or court approval.
    • Follow-up: Plan for any necessary follow-up sessions or additional negotiations.
    • Further Legal Action: Decide on next steps if mediation does not result in an agreement.