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Mediation Preparation: Selecting the Mediator

prepare for mediation by selecting the right mediator

Which door to choose?

It only takes 40 hours of training to become a mediator, and if you’re a judge, you get a bye.  Mediators have different skill sets and varying degrees of conflict resolution training.  Think about your case, your client, opposing counsel and the other side’s client before you select a mediator.

Mediator Training.   The most skilled mediators I know take many hours of training on a yearly basis, join professional conflict resolution societies, attend annual conferences and speak on mediation and negotiation topics.  As part of your due diligence, find out something about the mediator’s background more than that a colleague “used” them before.

Mediator skill sets.  Most mediators have good people skills.  Curiously enough, not all mediators have good conflict resolution skills.   This is where thinking about your client and the other side’s client is critical.  They are the ultimate decision makers.  Would they respond better to someone who takes the time to empathetically listen to them or to someone who tells them what to do?  Do you have some client control issues?  Do you perceive that opposing counsel does?  A mediator well-trained in conflict resolution skills will have the relational expertise and emotional capacity to work directly with your client and the clients on either side and can be invaluable in closing the deal.

Lax and Sebenius, two Harvard Business School professors who authored 3D Negotiation, suggest mediators can assist negotiators by providing assistance in any or all of the following ways:

            “. . . lowering the emotional temperature, fostering more effective

            communications, helping uncover less obvious interests, offering

            face-saving possibilities for movement, suggesting solutions the

            parties may have overlooked, structuring the process more

            efficiently, reducing the risk of sharing information, and proposing

            fairness principles.”

Mediation subject matter expertise.  Many lawyers believe that mediators need to be steeped in subject matter expertise.  Most mediators think that the mediator’s skill set and process skills are their most important expertise.  If you have a patent case, you are probably going to want to work with a mediator with patent law expertise.  If you have a class action, you are probably going to want to work with a mediator who is conversant with class actions.  Other than those two areas, if you chose a well-trained mediator, subject matter expertise will have less impact on settlement negotiations than you imagined.

Comments

Great post, as always, Nancy. As you might expect, I disagree with your last point on subject matter expertise. There's no question that a good mediator can provide facilitative help in any case, but it's not possible to offer meaningful evaluative input or creative solutions if you are a novice in the substantive field. I saw this the hard way as an advocate in healthcare cases that were court referred to mediators who didn't know anything about healthcare. The same is probably true in a number of areas in addition to the two you mentioned. 
 
Best regards, 
 
Rich
Posted @ Friday, June 01, 2012 5:24 PM by Richard J. Webb
Hi, Rich! Long time no see. Hope you're doing well. 
 
I understand your point. What do you think of these three exceptions: 
 
1. Experience. If your mediator has tried a bunch of cases in which experts were necessary to meet the burden of proof, then that experience is invaluable in talking with trial lawyers at mediation.  
 
2. Facilitative and listening style. If your mediator has these skills, it may settle the case because the parties will feel heard. 
 
3. Good process skills. I think many lawyers overlook how managing the process can help settle a case. 
 
It's a good discussion. I'd love to hear your thoughts. 
 
Best, 
 
Nancy
Posted @ Wednesday, June 06, 2012 12:10 PM by Nancy Hudgins
Hello Nancy, 
 
I agree with your list of "exceptions," but would expand it to include "subject matter expertise in the substantive area of law involved in the case." This expertise might have been gained by years of practice in litigation, transactions or counseling. The mediator's expertise in these matters will enable him or her to better understand each side's interests; to fairly evaluate positions taken by the parties; and to suggest solutions that the parties might overlook. Some cases may be fact intensive and not legally complex, in which event subject matter expertise will be less relevant and the other skills you identify will be paramount.  
 
Best regards, 
 
Rich
Posted @ Thursday, June 07, 2012 5:18 PM by Richard J. Webb
One of the most important characteristics of successful mediators of having the right set of people skills
 
Interpersonal skills such as communication, negotiation, problem-solving, and team-building are crucial to arriving at win-win situations. 
 
Learning, for example, how to build rapport from the start can turn the tables in your favor and increase the chances of achieving your desired outcome.
Posted @ Wednesday, September 05, 2012 12:32 PM by Stefan Tramontano
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