Home|Customized Training|Negotiating Essential Services Agreements

The Art of Negotiation

Negotiating Essential Services Agreements: Case studies from experienced negotiators


Seasoned negotiators from both sides of the table will review examples of successful and unsuccessful essential services negotiations, pointing out the key features of each, and identifying strategies for increasing the odds of successfully concluding an essential services agreement. Issues to be addressed include:

  • Is the task of identifying "essential services" primarily a legal one or a practical one? That is, should parties be more concerned with legal justification of their positions, or with presenting evidence that shows how their decisions preserve public health and safety?
  • When should parties negotiate an essential services agreement (e.g. before the collective agreement expires, when negotiations for a collective agreement reach an impasse, etc.)? Should the same people be responsible for negotiating both the essential services agreement and the collective agreement?
  • Is there a preferred process to follow? For example, does it matter who makes the first proposal? Should the first proposal concentrate only on reaching a "framework agreement"? If so, what should be in a framework agreement?
  • How can parties make the most effective use of the umpire they choose?
  • How careful should parties be in negotiating their first essential services agreements? Will they later be bound by decisions regarding which services are essential and what level of services are essential?
  • What factors are relevant to determining the type, scope, and level of services that are essential? What type of information or studies might be necessary to determine the nature and level of essential services necessary to prevent a risk to public safety? Should unions and employers jointly undertake to obtain such information/conduct such studies?
  • How can parties negotiate an essential services agreement that effectively takes into account the fact that some non-essential services may become essential if they are not provided for an extended period of time? In the words of the Alberta legislation, how do parties take into account "foreseeable changes to the essential services that need to be maintained during a strike or lockout"?
  • How should parties determine how essential services should be provided? How should they gauge the degree to which non-bargaining unit members can meet the need for an essential service?
  • What are the most frequently-encountered obstacles to successfully concluding an essential services agreement? What strategies can parties use to overcome these obstacles?
  • Are there any essential services agreements in Alberta now or in recent history that parties might use as a precedent?


 
 
 
 

Interested?

E-mail Roshien Asanta or call (416) 977-6618 for more information. We can help to tailor a Customized Training package for you.



Sample Schedule



9:00 a.m. – 9:40 a.m.

 INTRODUCTION  Getting Started


  • Workshop objectives and introductions


9:40 a.m. – 10:45 a.m.

 PART 1  Reviewing Key Issues


  • Who negotiates them?
  • Process
  • Settling global terms first
  • Framework Agreements vs. Model Agreements
  • Drilling down
  • Pitfalls and successes

10:45 a.m. – 11:00 a.m.

MORNING BREAK


10:45 a.m. – 11:00 a.m.

 PART 2  Documentation: Creating overarching documents setting out conditions and site specific documents


  • Why do you need them?
  • What’s in each?

12:00 p.m. – 1:00 p.m.

LUNCH


1:00 p.m. – 1:30 p.m.

 PART 2 CONT'D  Documentation: Creating overarching documents setting out conditions and site specific documents


  • Group discussion


1:30 p.m. – 2:30 p.m.

 PART 3  Negotiating Essential Services Agreements


  • Identify opportunities and strategies to optimize outcomes
  • Consider how these strategies might be implemented

2:30 p.m. – 2:45 p.m.

AFTERNOON BREAK


2:45 p.m. – 3:15 p.m.

 PART 3 CONT'D  Negotiating Essential Services Agreements


  • Group discussion


3:30 p.m. – 3:50 p.m.

 PART 4  Recommended Actions and Communication Framework


  • Top two or three tips from each panelist


3:50 p.m. – 4:00 p.m.

 CONCLUSION  Wrap-Up and Closing Comments



Additional Information


MATERIALS
Includes materials, with case summaries and analyses, prepared by Lancaster's legal staff.