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Your first mediation.
If you have never been to mediation before, the unknown can be unsettling. This guide walks you through the process so you can focus on the substance.
Before the mediation
Good preparation makes a significant difference to mediation outcomes. Here is what usually happens in the lead-up.
Agreeing to mediate
Mediation is voluntary. Both parties need to agree to participate. This might happen through direct negotiation, through lawyers, or because a court has encouraged or ordered it.
Choosing a mediator
The parties jointly select a mediator. Often lawyers suggest names based on the nature of the dispute. The mediator must be acceptable to both parties.
Position papers
Each party usually prepares a written summary of their position. This helps the mediator understand the issues and lets both parties see where the other side is coming from.
Document exchange
Relevant documents are usually exchanged before mediation. Contracts, correspondence, financial statements - whatever helps the parties understand the dispute. Surprises at mediation are rarely helpful.
Pre-mediation calls
The mediator may contact each party separately before the mediation. These calls help the mediator understand what is really at stake and identify possible areas of agreement.
Your preparation
Come prepared with settlement authority, a clear sense of your priorities, and an understanding of what you can and cannot accept.
Preparation Checklist
The mediation day
Mediations usually last a full day, sometimes extending into evening. Complex matters may require two days. Here is what happens.
Arrival and setup
You will arrive at a neutral venue. Each party usually has their own room (called a "breakout room" or "caucus room") plus a shared room for joint sessions. The mediator welcomes everyone and explains the process.
Opening session
The mediation usually begins with everyone together. The mediator explains ground rules: confidentiality, respect, the process ahead. Each party then gets to present their perspective without interruption. This is often the first time they have really been heard.
Private sessions (caucuses)
After opening statements, the mediator usually meets with each party separately. These private sessions are where much of the real work happens. You can speak freely, knowing the mediator will not share anything without your permission.
The mediator might:
- - Explore your underlying interests (what you really need)
- - Reality-check your expectations
- - Test potential proposals before taking them to the other side
- - Help you think through options you had not considered
Shuttle diplomacy
The mediator moves between the parties, carrying proposals, testing reactions, and building toward agreement. Some mediations have additional joint sessions; others stay in caucus mode. The mediator adapts to what is working.
Reaching agreement
If the parties reach agreement, it is documented right there at the mediation. A settlement agreement is drafted, reviewed, and signed. This becomes a binding contract. The dispute is over.
Your role at mediation
Understanding your role helps you engage effectively.
Be present and engaged
Mediation is not something that happens to you. You are an active participant. Listen carefully, ask questions, and stay engaged with the process.
Come with authority
If you cannot make decisions without getting approval from someone else, they need to be available by phone at minimum. Ideally, decision-makers are in the room.
Be open to options
The best outcomes often involve solutions neither party had thought of beforehand. Stay flexible about how your needs might be met.
Focus on interests, not positions
Your position is what you are asking for. Your interests are why you are asking for it. Understanding your real interests creates more room for resolution.
Stay calm and respectful
Emotions are natural, but try to express them constructively. The mediator will help manage tensions, but your approach matters.
Trust the process
It may feel slow or frustrating at times. Skilled mediators know how to build momentum. Give the process time to work.
The mediator's role
The mediator is a neutral facilitator. They do not decide who is right. They do not impose solutions.
The mediator's job is to help you reach your own solution, not to tell you what to do.
Instead, they:
- Create a safe environment for difficult conversations
- Help parties communicate and understand each other
- Identify common ground and shared interests
- Generate and test options for resolution
- Reality-check proposals and expectations
- Manage the process and keep things moving
- Document any agreement reached
After mediation
If agreement is reached
You will have a signed settlement agreement. This is legally binding. Follow-up actions (payments, document signings, other steps) should have clear timelines. Your lawyer can help ensure everything is properly implemented.
If no agreement
Not every mediation succeeds. If you do not reach agreement, the dispute continues. But nothing discussed in mediation can be used against you. The "without prejudice" rule protects everything said.
Often, even an unsuccessful mediation helps. Issues get narrowed. Positions become clearer. Many disputes settle shortly after mediation as parties reflect on what they learned.
Key Takeaways
- Preparation matters: know your interests, not just your position
- Come with authority to make decisions
- The opening session lets each party be heard without interruption
- Private caucuses are where much of the real work happens
- The mediator is neutral and does not decide who is right
- A signed settlement agreement is legally binding
Related Reading
What is Mediation and How Does It Work?
Mediation is a structured negotiation with a neutral third party. Learn how the process works, what the mediator does, and when mediation makes sense.
Resolving Trust Disputes Without Court
Trust disputes often involve family relationships that litigation would destroy. Learn how mediation can resolve trustee and beneficiary conflicts while preserving what matters.