Identify the process and the people

Read the invitation and identify the service, matter reference, date, format and requested preparation. Ask who will attend and what their roles will be. A private commercial mediation, family dispute resolution and a tribunal conciliation should not be treated as interchangeable appointments.

Tell the service about language, accessibility or safety needs through its appropriate intake channel. Ask what arrangements are available instead of assuming everyone must sit together in one room. Raise concerns early enough for the service to assess them.

Prepare an issue list with supporting records

Write down the decisions you hope the discussion can address. Beside each issue, identify the documents you already hold and the questions you need answered. Keep factual records separate from your private notes about possible options. Ask the service which documents it expects and how they should be shared.

Avoid sending a large bundle without instructions. A small, clearly named set may be more usable, but the service or adviser should guide the required material. Do not delete context from a record to make it seem more favourable.

Get advice about choices and consequences

If the dispute has legal implications, ask an appropriately qualified adviser what you should understand before deciding whether to agree. Explain the actual process and the documents in front of you. A facilitator may help people discuss options without advising you whether a proposal protects your interests.

Consider the practical details of any option: who would do what, by when, and what documents would be needed. Questions about how an agreement becomes effective, what it covers and what happens if it is not performed are matters to clarify before committing.

Plan the day and the follow-up

Confirm the time zone for a remote meeting, how to join, whether a support person may attend and whom to contact if the connection fails. Ask about breaks and how to seek private advice during the process. Keep important documents accessible without displaying unrelated personal material on screen.

At the end, record what was agreed, what remains unresolved and who will prepare any next document. Do not assume a discussion has ended a proceeding or removed an existing obligation. Ask the adviser or relevant service to explain the next formal steps.