How to prepare for mediation

Preparing for family mediation can feel daunting, especially during a time of emotional upheaval. But taking a few thoughtful steps beforehand can make the process smoother, more productive, and ultimately more empowering. Whether you’re navigating parenting arrangements, financial decisions, or simply trying to move forward with dignity, this checklist is designed to help you enter mediation with clarity, confidence, and a collaborative mindset, setting the stage for a meaningful resolution.

Mindset and goals

Before entering mediation, it’s essential to reflect on your intentions. Think about what you hope to achieve, where you’re willing to compromise, and how you can approach the process with openness and respect.

• Understand what mediation is and isn’t.
• Be open to dialogue and compromise.
• Define your personal goals for mediation (e.g. fair financial settlement, child arrangements).
• Consider what a successful outcome looks like for you.
• Identify your non-negotiables and areas where you’re flexible.
• Prepare a summary of key issues you want to resolve.
• Draft a list of questions or concerns to raise during mediation.

Children and parenting

Children’s wellbeing should be at the heart of any separation. You will need to think proactively about how to maintain a stable, nurturing environment for their children.

• Think about your children’s needs, routines, and emotional wellbeing.
• Prepare ideas for how the care arrangements could work between you, including holidays, schooling, and communication.
• Be ready to discuss co-parenting strategies and decision-making responsibilities.
• Reflect on how to shield children from conflict.

Financial information

Financial disclosure is essential, and your mediator will guide you through the necessary documents to facilitate discussions about assets, income, and future financial needs.

• Gather all relevant financial documents:
  • bank statements
  • mortgage details
  • property valuations
  • pension statements
  • income records (payslips, tax returns)
  • debts and liabilities.

• Understand your current financial position and future needs.
• Consider options for asset division and financial support.

It can be helpful to have a conversation with your own solicitor prior to beginning the mediation process in order that they can give some guidance on likely settlement parameters and flag any potential issues that may require more careful consideration.

Communication and strategy

Effective mediation depends on respectful dialogue. You will both need to communicate constructively, listen actively and approach disagreements with a problem-solving mindset.

• Practice calm, respectful communication – even if emotions run high.
• Think about how you’ll express your views clearly and constructively.
• Consider how the other party might perceive the situation.
• Be prepared to listen actively and acknowledge differing perspectives.

Logistics and planning

Practical preparation matters too and can help you feel as calm and ready as possible. Problems with logistics or running late can cause you unnecessary stress. You’ll need to ensure that you have worked out how to get to the mediation location or that you have a quiet space where you can access the online platform for the mediation.

• Confirm the date, time, and location (or online platform) of the mediation.
• Arrange childcare or time off work if needed.
• Bring a notepad, pen, and calculator for practical use.

Mediation is not about winning or losing – it’s about finding a way forward that respects everyone involved. It works best when both parties come prepared, not just with paperwork, but with a willingness to engage. By preparing properly, you give yourself the best chance to make informed decisions, reduce conflict, and build a foundation for the future.

If you would like assistance or further information about the mediation process, please contact one of our trained mediators.