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Difference between revisions of "Small Claims Settlement Conference Preparation Checklist (20:App J)"

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Settlement Conference Preparation Checklist  
Settlement Conference Preparation Checklist  


#Be prepared to define the issues  
:1. Be prepared to define the issues  
#List who will attend settlement conference  
:2. List who will attend settlement conference  
#Authority to settle: obtain instructions and ensure a representative with authority to settle is in attendance
:3. Authority to settle: obtain instructions and ensure a representative with authority to settle is in attendance
#List who will speak to what issues  
:4. List who will speak to what issues  
#Witnesses: how many and names/evidence  
:5. Witnesses: how many and names/evidence  
#Expert witnesses: bring report or summary of opinion expected  
:6. Expert witnesses: bring report or summary of opinion expected  
#Expected schedule for delivery of expert reports
:7. Expected schedule for delivery of expert reports
#Documents to be sought and schedule for delivery  
:8. Documents to be sought and schedule for delivery  
#List documents to bring  
:9. List documents to bring  
#Consider admissions or seek agreed facts, or alternative methods of proof  
:10. Consider admissions or seek agreed facts, or alternative methods of proof  
#Time estimate for trial, available dates for counsel and witnesses  
:11. Time estimate for trial, available dates for counsel and witnesses  
#Other orders: in advance of trial, consider if a separate hearing will be required for one or more of the following:  
:12. Other orders: in advance of trial, consider if a separate hearing will be required for one or more of the following:  
:(a) summary judgment or dismissal  
::(a) summary judgment or dismissal  
:(b) production of other documents or evidence  
::(b) production of other documents or evidence  
:(c) addition of parties or amendment of pleadings  
::(c) addition of parties or amendment of pleadings  
:(d) change of venue  
::(d) change of venue  
:(e) consolidation of claims, joining trials  
::(e) consolidation of claims, joining trials  
:(f) inspection or preservation of property  
::(f) inspection or preservation of property  
:(g) independent medical examination  
::(g) independent medical examination  
#Ask the judge to review the prospect of the penalties in Rules 10.1, 20(5) and 20(6)  
:13. Ask the judge to review the prospect of the penalties in Rules 10.1, 20(5) and 20(6)  


:'''SOURCE:''' ''Small Claims Court - 1994'', Continuing Legal Education Society Manual.  
:'''SOURCE:''' ''Small Claims Court - 1994'', Continuing Legal Education Society Manual.  
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