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Task
Status
Assigned to
Estimated
Start Date
Estimated Completion Date
Uploaded Documents Status (If Applicable)
Client Onboarding
Fill out Client Data Form
Agreement Management
Complete Pre Mediation Questionnaire
Review Mediation/Coaching Package Agreement
Contract for Family Technology Mediation
Mediation Session Preparation
Agree to Mediate
Session Feedback and Follow-Up
Define Client Goals and Concerns
Draft Statement of Intent for Mediation
Complete Post Session Survey
Prepare for Next Session (Biweekly)
Additional Services Evaluation
Client Survey for Other Service Providers
Decision Making and Planning
Finalize and Sign Parenting Plan Contract
Gain Awareness for Healthy Decisions
Draft Parenting Plan
Settlement and Closure
Review and Sign Settlement Summary
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