A note that says “discuss the house” gives you a topic, but it does not identify what needs to be decided. An issue list is more useful when each entry names a specific question, the information needed to discuss it and the options you want to explore.
You can build the first version in a document or spreadsheet. Keep it short enough to review without opening the whole case file.
Turn each topic into a question
Start with the broad areas you need to discuss, then break them down. A housing topic might contain separate questions about a proposed sale date, repairs, moving arrangements and payments while decisions are pending.
For a parenting topic, “school activities” might become “How will information about a new activity be shared?” Write one question per line. This makes it easier to see when two concerns need different answers.
Separate your understanding from confirmed agreement
Give each question a status: open, information missing or agreement to confirm. Record what you understand the other person's position to be without presenting your assumption as their answer.
If you believe an item is agreed, note when and how that understanding was reached. Ask your lawyer or mediator how it should be confirmed. Keep disputed details visible instead of hiding them inside a sentence that sounds settled.
Identify the missing information
Beside each question, name the document or fact that would make the discussion more useful. This could be a current balance, a school calendar or a written estimate for a repair.
Use a source and date for every figure. Mark a number as an estimate when that is what it is. If two documents show different amounts, record both dates rather than choosing the amount that supports your preference.
Write options with practical details
Describe what each option would require. Who would take the next step? When could it happen? What information would need to be available first?
For example, an option involving an activity pickup needs a location and a workable time. You do not have to arrive with every answer. The aim is to make the unanswered questions clear enough to discuss.
Prepare the version you will use
Put the questions you most need to discuss near the top. Use a version date, keep a clean copy and leave space for notes during the session. Ask how and when the mediator wants preparation materials submitted.
If you are considering a session with Victoria Broussard, The Alchemy Attorneys' mediation page explains the firm's virtual service. Confirm the intake process before sending your issue list or supporting records.
Before the session, read each line aloud. Replace any broad complaint with the specific decision or missing information you want to discuss.