Essential Mediation Preparation Checklist

Mediation might sound serious — and it is — but it’s also meant to help you and the other party talk things through in a calm, guided way. It’s not a courtroom, there’s no judge, and no one decides who “wins.” Instead, a neutral mediator helps both sides reach a fair and realistic agreement together.

If this is your first time attending mediation, don’t worry. With a little preparation, you can walk in feeling calm, confident, and ready. Here’s a simple checklist to help you get started.

1. Gather Your Documents

Think of this as your “proof pack.” Bring anything that helps tell your side of the story or supports your claim.

• A copy of your claim or complaint form
• Any response from the other party
• Contracts, policies, or agreements related to the issue
• Receipts, pay slips, or invoices
• Emails, messages, or letters that show what happened
• Photos, videos, or screenshots if they’re relevant
• Notes or summaries of important conversations

Tip: Keep everything neat in a folder or envelope, sorted by date or type. Bring an extra copy in case the mediator wants to review something.

2. Write a Short Summary of Your Case

Before the session, jot down a short version of your story — what happened, what the issue is, and what you hope to get out of it. It doesn’t need to be formal; just clear and honest.

Having this summary in mind helps you stay focused and calm, even if emotions come up during the conversation.

3. Know Your Goals (and Limits)

Before you go, think about what outcome would make you feel this was resolved fairly, the least you’d be willing to accept, and any non-monetary solutions that matter to you, like an apology or a correction of a record.

4. Practice Listening and Staying Calm

Mediation works best when both sides are willing to talk and listen. Try to let the other person finish before you respond, speak respectfully, and focus on solutions.

5. Pack What You’ll Need

On the day itself, bring:

• A valid ID
• Pen and notebook for notes
• Copies of all your documents
• Water and snacks (sessions can last a few hours)
• A calm, open attitude

If it’s online mediation, check your internet connection, camera and microphone, lighting and background, and have digital files ready to share.

6. After the Mediation

If you reach an agreement, make sure you understand every detail before signing anything. If you don’t reach an agreement right away, don’t be discouraged. Mediation helps clear up misunderstandings and often brings parties closer to resolving things later on.

Final Thoughts: Walking into mediation for the first time can feel nerve-wracking, but remember: you’re not alone, and you’re not on trial. The goal isn’t to fight; it’s to find a fair path forward. Take a deep breath, stay organized, and trust that preparation is your best ally. You’ve got this!