Mediation preparation is more useful when the disputed issues and possible terms are written separately before the conference. A private term sheet can help a worker identify questions, compare proposals, and record what would still need to happen after an agreement. It is not a substitute for the mediator’s report, the Industrial Commission’s form, a signed agreement, or Commission approval.

A private preparation sheet should distinguish a discussion point, a proposed term, a term accepted in principle, and a signed mediated settlement agreement; those are not interchangeable records.

Identify the claim and the mediation event

  • Industrial Commission file number, employee, employer, carrier or administrator, attorneys, and mediator
  • Injury or occupational-disease date, accepted or denied status, hearing request, mediation order, and current deadline
  • Conference date, attendance method, required participants, decision authority, and documents each participant expects to use
  • Separate related third-party, employment, insurance, or benefit matters that are not automatically resolved by a workers’ compensation agreement

The North Carolina Industrial Commission Mediation Section publishes current filing information, forms, and process notices. Use the actual order and current Commission material for the case rather than assuming that another matter followed the same schedule or attendance arrangement.

Separate admitted and disputed issues

  • Compensability, body parts or conditions, medical treatment, average weekly wage, disability periods, return-to-work status, and other benefits identified separately
  • Each party’s current position, the source supporting it, the missing record or decision, and whether the issue would remain if another term were accepted
  • Past amounts, continuing obligations, proposed future treatment, disputed expenses, credits, liens, costs, and fees recorded in different fields
  • Known medical, vocational, rehabilitation, wage, and work-status records listed by source and date

Use the Commission form as a verification checklist

The Commission’s forms page lists mediation forms, including the current Form MSC8 mediated settlement agreement. The form addresses subjects such as payment, medical expenses, work status, claim position, costs, and additional terms. A private planning sheet can mirror those subjects, but it should not be presented or signed as an official agreement unless the participants and their attorneys intend that result.

Write every proposed term completely

  • Who must perform, what must be paid or delivered, amount or document, method, recipient, due date, and condition
  • Which injury, benefit, expense, proceeding, or right the term addresses and which subjects remain outside it
  • Whether the term depends on records, signatures, lien information, Commission review, another agreement, or a future event
  • Which person will draft, compare, approve, file, serve, or verify the next document after mediation

Do not treat a conference agreement as the final administrative step

North Carolina General Statute 97-17 requires workers’ compensation settlement agreements to be filed with and approved by the Industrial Commission and specifies conditions for that review. Record the signed document, submission, Commission response, approved agreement, payment evidence, and any remaining obligations separately.

Keep the general process on its own page

The related guide explaining how North Carolina workers’ compensation mediation works covers referral, mediator selection, attendance, confidentiality, and what happens when no agreement is reached. This page is narrower: it focuses on organizing possible terms and the records needed to verify them.

Rosensteel Fleishman Car Accident & Injury Lawyers provides general information about preparing for mediation in a claim that may involve a Charlotte workers’ compensation attorney. A mediator does not decide the claim, and no article can determine whether a proposed term is appropriate for a particular worker.

Sources