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Theory

Mediating between two reports

Hear each side alone, look for interests behind positions, collect options before choosing, and know when not to mediate.

~9 min read · 9 exercises · 250 points

Before you start

“A machine wrote this”

Mid-June in Klasna's Support team. Under one of Dmytro's replies in a shared ticket, Bohdan wrote "A machine wrote this." An hour later Dmytro asked you for shifts without Bohdan.

This lesson asks how a lead sits between two reports and helps them find their own way out, and when mediation is the wrong tool.

Mediation, not separation

When two reports clash, the quickest fix is to separate them: different shifts, different tickets, less contact. Sometimes that's right, but usually it hides the conflict rather than settling it.

Mediation is the alternative: the lead hears each person alone, then brings both together around the shared problem, and they find the next step themselves. The lead runs the process; the two people own the solution, which makes it far more likely to hold.

At Klasna, Bohdan wrote "A machine wrote this." under one of Dmytro's replies, and Dmytro asked for shifts without Bohdan. Separating them looks easy, since Dmytro's contract ends in two weeks. But the quarrel is about how the team uses the AI draft assistant and who checks its drafts, and that question stays after Dmytro leaves. Olha adds context: last month an AI draft promised a family a refund outside the policy, and Bohdan had to call them back. There's a real problem under the comment.

  • Do
    “Before I touch the rota, I'll talk to each of you about what happened.”
  • Don't
    “Easy: different shifts until Dmytro leaves.”

    Hides the quarrel; the question about the tool stays.

Interests behind positions

The core tool of mediation is separating positions from interests. A position is what someone says they want: "put me on shifts without Bohdan", "seasonal staff shouldn't use the AI assistant at all". An interest is the reason underneath: a need, a worry, a goal.

Positions are usually opposite; interests often aren't. Dmytro's position (separate shifts) protects interests like "I don't want to be corrected in front of the whole team" and "I need to keep up with the queue while I'm still learning the policies". Bohdan's comment protects "families mustn't get promises we can't keep". None of those interests contradict each other. Both men care about families getting correct answers quickly.

So in every conversation, listen through the demand to what it protects. A useful question: "What would that give you?" or "What worries you if we don't?" Once the interests are on the table, two opposite positions can often be reconciled with an option nobody had proposed.

  • Do
    “What would separate shifts give you?”
  • Don't
    Choosing between “separate shifts” and “ban the tool” as if those were the only options

    Two positions; the interests behind them are compatible.

Separate talks first, and mind the imbalance

Mediation starts with separate talks: about twenty minutes on a call with each person. Ask what happened, what matters to them, and what they'd need. Listen, summarize back what you heard, and don't judge or promise anything yet. Each person gets heard without an audience, and you collect the interests you'll build on.

At Klasna, Dmytro says: "Without the drafts I'm twice as slow. And his comments are public." Bohdan says: "I'm not his teacher, but I won't let a family be lied to." Underneath, both want the same thing: families getting correct answers without long waits. That shared interest becomes the problem you put on the table together.

Watch the power imbalance: ten years in the field against three months. In the joint talk it can make one voice count more. Agree the ground rules up front, give each person the same time, and let the quieter or less senior person speak first, so their view isn't shaped by the other's.

  • Do
    “So the drafts keep you fast, and the public comments are what hurt. Did I get that right?”
  • Don't
    “Don't worry, I'll make sure you're on different shifts.”

    Promises an outcome before hearing the other side.

The steps of a mediation

A mediation between two reports follows six steps, and the order matters.

  1. Talk to each person separately, so each is heard without an audience.
  2. Agree the ground rules for the joint talk: equal time, no interrupting, talk about the work, not the person.
  3. Name the shared problem, not a culprit: "families need correct answers without long waits", not "Bohdan's comment".
  4. Each says what matters to them, and the other restates it in their own words. Restating proves the interest was heard and often softens the room.
  5. Collect options before choosing, so the first idea doesn't win by default.
  6. Write down the agreement with a review date, so the talk turns into something you can check.

Skipping steps is the usual failure. Jumping to options before both feel heard gets polite agreement that falls apart in a week. Ending without a written agreement leaves each person remembering a different deal.

  • Do
    “Dmytro, can you say in your own words what matters to Bohdan here?”
  • Don't
    Opening the joint call with “so, what are we going to do?”

    Skips to options before anyone feels heard.

Options before choices, then shared criteria

In the joint talk, the first idea that sounds workable tends to win, simply because it came first and everyone wants the awkward conversation over. Resist that. Ask for at least three options before anyone weighs them.

For Bohdan and Dmytro the options might be: AI drafts allowed for scheduling and package questions, refund replies written by hand; Bohdan reviews Dmytro's refund replies privately for two weeks; a short checklist before sending any draft; comments by direct message, not in shared tickets. Several can combine.

Then choose against criteria both accept, drawn from the interests you heard: correct for families, fast enough for the queue, nobody corrected in public. Criteria turn "my idea against yours" into "which option meets what we both need". Know the limits of the room, too: Iryna wants anything that changes the refund policy or the assistant's rules for the whole team to come to her. The two can agree how they work together; a team-wide rule is a proposal for Iryna.

  • Do
    “Good, that's option one. What else could work? Let's get three before we choose.”
  • Don't
    “Great, sorted: Bohdan checks everything.”

    The first idea wins by default.

Turn a sweeping statement into an interest

Halfway through a joint talk someone often says something sweeping: "That assistant is garbage, full stop." It's a position in its strongest form, and how the lead responds decides whether the talk stays on the problem.

The useful move is a question: "What have you seen go wrong?" It treats the statement as information, not an attack. Bohdan's answer, an AI draft promising a refund outside the policy, turns into an interest the whole room can work with: refund promises must be right. Add it to the list of what matters, next to Dmytro's need to keep up with the queue.

Three tempting responses make it worse. Agreeing to ban the tool to calm things down hands Bohdan a win and drops Dmytro's interest. Telling him the remark is unprofessional scolds him in front of the other side and makes him defend it. Letting Dmytro answer directly turns the call into a contest. The lead's job in the room is the process, not the verdict.

  • Do
    “What have you seen go wrong with it?”
  • Don't
    “That's unprofessional, Bohdan. Let's move on.”

    Scolds him in front of the other side.

When not to mediate

Mediation fits two people with a work disagreement who can both speak freely. Several situations look like a conflict between two reports and aren't that.

Harassment, threats, discrimination, safety or legal issues: don't mediate. A coordinator mocking a colleague's accent in private messages is harassment with a discrimination angle, not a disagreement. Record the facts, protect the person who raised it, and take it to Iryna the same day.

Fear: if one person is afraid to be alone on a call with the other, they can't speak freely. Keep the talks separate and escalate.

A health crisis: if someone shows signs of one, point them to professional help; that comes before any mediation.

A conflict you're part of: a disagreement between you and Olha about how the rotation works can't be mediated by you. Ask Iryna or a neutral colleague.

And when the clash comes from the setup, mediate and fix the rule. Here nobody owns the team's rules for the AI assistant, which is why the quarrel happened.

  • Do
    Writing down what was said about the accent and taking it to Iryna the same day
  • Don't
    Setting up a joint call so they can “talk it through” after a harassment report

    Treats harassment as a disagreement.

Remote mediation and the written agreement

Remote mediation works, with a few rules. Hold the joint talk on a private video call, cameras optional, never in a team thread: a public channel gives the conflict an audience and makes backing down harder for both sides. Transparency means a clear record of what was agreed, not a public argument.

Afterwards, send both a short written summary: what you agreed, who does what, when you'll check. Each confirms in writing, and you follow up privately a week later to see whether it's holding.

And be honest from the start about what happens if they don't agree: "If you two don't agree by Friday, I'll decide, and here's how." That isn't a threat. It's clarity about who decides, which makes the joint talk more serious, not less.

How it fits together: mediate instead of separating, listen for interests, hear each side alone, collect options before choosing, know when not to mediate, and end with a written agreement. Next, Overload and burnout: when the pressure is on everyone at once.

  • Do
    “Summary: refund replies by hand, other drafts allowed, comments by DM. Please confirm; I'll check in next Friday.”
  • Don't
    Running the joint talk in the team channel “for transparency”

    Gives the conflict an audience.

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