The interview process itself provides the strategic
planning team members with a sense of what topics will be covered during the
The facilitator should provide the
interview data and executive summary to the leader so that he or she has an
opportunity to review the information and see what the issues are in advance. Copies of this package should be provided to the TQL coordinator for distribution prior to the off-site.
Because the packages can sometimes
contain sensitive information, they should not be distributed until a day or
two before the off-site. Sometime during the off-site the team members should
discuss and agree on whether or not they wish to share the data packages with
anyone else when they return "home."
The source of all data must be kept confidential. The facilitator should
not share the source with either the TQL coordinator or the leader.