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Assigned to

Start Date

Estimated Completion Date

Uploaded Documents Status (If Applicable)

Client Onboarding

Mediation Session Preparation

Additional Services Evaluation

Decision Making and Planning

Settlement and Closure

Agreement Management

Session Feedback and Follow-Up

Fill out Client Data Form

Complete Pre Mediation Questionnaire

Review Mediation/Coaching Package Agreement

Contract for Family Technology Mediation

Agree to Mediate

Define Client Goals and Concerns

Draft Statement of Intent for Mediation

Complete Post Session Survey

Prepare for Next Session (Biweekly)

Client Survey for Other Service Providers

Finalize and Sign Parenting Plan Contract

Gain Awareness for Healthy Decisions

Draft Parenting Plan

Review and Sign Settlement Summary

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