PRE-MEDIATION CHECKLIST
PRE-MEDIATION CHECKLIST
ADR Coordinator:
________ Employee has requested/agreed to mediation and signed agreement to mediate and confidentiality agreement.
________ Management official has agreed to/offered mediation and signed agreement to mediate and confidentiality agreement.
________ Mediation process was explained to the employee.
_______ Mediation Program Information Sheet provided.
_______ Brochure provided.
_______ Mediation Zone recommended.
________ Mediation process was explained to the management official.
_______ Mediation Program Information Sheet provided.
_______ Brochure provided.
_______ Mediation Zone recommended.
_________ Notify Union of mediation request.
_________ Mediator source identified.
_________ Potential mediators contacted.
_________ Mediator(s) identified.
_________ Assigned mediators are briefed on the case and provided with appropriate paperwork.
Mediator:
_______ Contact co-mediator (if applicable) and discuss mediation styles and preparation.
_______ Contact employee/employee’s representative to introduce yourself, ensure there are no conflicts of interest between you and the parties, make sure they understand the process, and determine dates of availability.
_______ Contact manager/agency representative to introduce yourself, ensure there are no conflicts of interest between you and the parties, make sure they understand the process, and determine dates of availability.
_______ Share Agreement to Mediate and Confidentiality Agreement with the parties.
_______ Reserve room.
_______ Confirm date, time, location, participants.
_______ Confirm settlement authority/access to settlement authority or other resources.
_______ Confirm room will have chart paper, markers, phone, other equipment.
_______ Make note of any regulatory deadlines and time frames associated with the mediation process.
_______ Prepare mediation agreement template.
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