Effective Tools for Managing Parties and Party Representatives in Mediation

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Learn about the essential tools for lawyer and non-lawyer mediators to effectively manage parties and representatives in mediation. From preparation to addressing issues during the session, discover key strategies and practices to ensure successful mediation outcomes.

  • Mediation
  • Conflict Resolution
  • Legal Advocacy
  • Dispute Resolution
  • Negotiation

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Presentation Transcript


  1. MANAGING PARTIES AND PARTYREPRESENTATIVES INMEDIATION: TOOLS FORLAWYER AND NON-LAWYER MEDIATORS Preparation/Pre-Mediation Learn about the case and the parties Prepare a proper mediation agreement Confidentiality Privilege Exclusion of Liability Provide standards/guidelines to the parties and representatives Use pre-mediation conferences to educate party representatives on Mediation and mediation advocacy, especially the differences with adversarial processes the Advantages and opportunities of mediation

  2. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Request that the advocates prepare for mediation by preparing their clients, managing expectations and identifying potential: Impasses Options Areas of agreement BATNA And that they be ready to problem-solve, not litigate, by: Working with the other side Focusing on interests Keeping an open mind And allowing the client to participate actively

  3. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Recognizing and Dealing with Advocate Negotiator Types Competing Collaborating Compromising Avoiding Accommodating Use URY & Fisher models to deal with these types: Ask Questions Reframe Go to the balcony Build golden bridge Bring the representatives to do the same with the other party.

  4. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Issues during the Mediation Session Power imbalance - Especially when only one party is represented Non-lawyer support person doesn t understand role Unprofessional conduct Misleading conduct beyond puffery Refuses to let clients speak Disagreement between lawyer and client Making insulting offers Using the mediation as a litigation tool Wanting to WIN at all costs Trying to settle at all costs

  5. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Tools Remind participants of their initial agreement Reality test, use BATNA Take a break Bring the discussion back to interests Separate the lawyers Separate the parties

  6. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Remind the Advocate of His or Her Duties Duty to the Court Duty to the general administration of justice Duty to clients The duty of honesty, courtesy and fairness to other parties. Law Council of Australia Guidelines for Lawyers in Mediations (2007) Assist clients Provide practical and legal advice on the process and on issues raised and offers made Act in good faith to attempt to achieve settlement of the dispute.

  7. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Avoid being too Directive Avoid giving legal advice Don t press parties to reach a settlement if they need more time, even if a party reneges after agreeing Encourage the parties to remain in contact even if there is no settlement Follow up regularly

  8. MANAGING PARTIESAND PARTY REPRESENTATIVESIN MEDIATION: TOOLSFOR LAWYERAND NON-LAWYER MEDIATORS Thank Thank you for your you for your attention. attention.

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