Experience, Flexibility to Meet Your (or Your Client’s) Needs
Sometimes an “unknown” outsider works best!
Mediator’s Duty of Disclosure
Biases, Prior Relationships, Training & Experience
Costs and Fees
B. Written Agreement for Mediation
Mutual Duties & Responsibilities Defined
Stating if Mediation is being
conducted under Local Rule
of Court
What information/discovery will
be exchanged and when
Where the mediation will be
held and what facilities are
available there.
Dates, Duration of Session(s)
(one session or series of sessions)
Who will attend the mediation
for each participant and for
what purpose.
The Mediation Process
A. Effective Advocacy During the Mediation Process
Evaluative Focus in Mediation – Develop
legal/factual logic behind a
position
Concise discussions – facts without characterization
of other parties or their conduct
Identify and articulate your (or your client’s) needs/interests in order of importance
Weighing of risk and cost factors
Test reasonableness of settlement expectations and goals (know best and worst case scenario)
B. The Mediator’s Expectations of Unrepresented
Participants or their Counsel
Make opening statement aimed
at a resolution - firm, factual presentation
of the case
Take notes during the opening statements
of the other participants and caucuses
Speak candidly during the private caucuses
with the mediator
Actively assess strength/weakness of case with the mediator during private caucuses
Assist the mediator with the exploration of options and negotiation
Listen carefully to what is said and
re-evaluate the case if warranted
Decide what mediator shares from private
caucuses with other participants
Respect the client’s final decision
(for attorneys and third party advocates)
Participate in the preparation of the settlement documents
Represent your (or your client’s) best interests by respecting the mediator and the process and which greatly enhances the potential for a positive result.
C. The Mediator’s Expectations of The
Participants
Remain open minded
Listen carefully to the other participants
and the mediator
Speak freely and openly to the mediator
during caucuses
Make a statement in a collective session
if requested by the mediator after
a caucus
Evaluate and re-evaluate the case
Participate directly in the negotiations
and discussions
Understand that the mediator will play the role of devil’s advocate in caucus