Consultation Prep Kit: Timeline & Message Summary Templates
Use this kit to prepare for a mediation, HR, or lawyer consultation about a dispute. Organize the story, reduce noise, and make your goals clear.
How to prepare for a consultation about a dispute
- 1. One-sentence dispute summary. Capture the who, what, and desired outcome in a single sentence.
- 2. Timeline (facts first). List dates, events, and actions in order without interpretation.
- 3. Select anchor messages. Pick 5 to 10 messages that show key promises, threats, or changes.
- 4. Facts vs interpretations vs feelings. Separate verifiable facts from how you interpreted them and how they felt.
- 5. Outcomes plus constraints. Define what resolution looks like and any limits you cannot move.
- 6. Three questions for the professional. Focus on options, risk, and best next steps.
- 7. Optional calm message draft. Write a short, neutral draft you can use if asked to respond.
Copy/paste templates
One-sentence dispute summary
[Who] + [issue] + [timeframe] + [current status] + [what you want]
Example:
I have a dispute with [name] about [issue] from [month], and I am seeking [outcome].Timeline template
Timeline
- [Date]: [Event or action]
- [Date]: [Message summary or decision]
- [Date]: [Follow-up or outcome]Message thread summary
Anchor Messages (5 to 10)
- [Date/Channel] [Sender]: "[short quote]" -> Why it matters
- [Date/Channel] [Sender]: "[short quote]" -> Why it mattersFacts vs feelings split
Facts
- [What happened, verifiable]
Interpretations
- [What you assumed or inferred]
Feelings and impact
- [How it affected you or others]When to escalate to a professional
Seek professional help if the dispute involves threats, harassment, money, contracts, property, custody, or formal complaints. If you are unsure about your rights or potential exposure, ask for legal advice from a qualified professional.
- Explicit threats, harassment, or safety concerns
- Contracts, invoices, or large financial exposure
- Property, custody, or ongoing shared obligations
- Formal complaints at work or in your community
FAQ
Do I need to bring every message thread?
No. Bring anchor messages that show decisions, promises, threats, or escalation points. A short, organized set is better than a full dump.
What if I do not know exact dates?
Use approximate dates and label them as estimates. Clarity about sequence matters more than perfect timestamps.
Is this a substitute for professional advice?
No. This kit is for organization and clarity so you can use professional time well.
Can I use this for HR, mediation, or a lawyer consultation?
Yes. The structure is designed to help any professional quickly understand the dispute and your goals.
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Not legal advice. Not a substitute for professional judgment.