Map of the Collaborative Process
Stage 4: Negotiating and Choosing Solutions
Tasks:
- Create packages of options
- Financial consultant prepares projections for selected packages
- Compare option packages to interests
- Modify option package(s) to create final solution
Typical Chronology:
- Team phone conference before each joint meeting to prepare agenda, discuss status
- 2-3 or 4-7 way meetings to create option packages and determine packages for projections
- 4-7 way meetings to review projections and refine packages
- 2-3 way meetings (Party-Coach-Attorney) to review packages, review projections and prioritize packages
- 4-7 way meetings to negotiate to final resolution
- Bring in additional assistance as needed (mediator, case facilitation, mentor)
- Party-professional and team debriefings after each meeting
- Prepare and circulate minutes after each meeting





