• Coordination between the Strategic and compliance reports is important, data needs to be consistent.
• However, need to avoid, or acknowledge overlap between the two.
• Make sure we come to closure and make recommendations re: the future
• Don't just document what we've done, define action plans, make specific recommendations.
• Identify consultants early, get them to agree and get he SACS process to get them on-board started early, be at least a year ahead, i.e. February 2002.
• Include a copy of the original proposal to the consultants, make sure we've re-visited it and connected to it.
• Build in time, when they are here, for them to work together as a team.
• Make sure meetings are well planned.
• Make sure a clear mandate about being open is in-place.
• Get clear about what we want or need from them.
• Their visit is a major logistical challenge, have a leader assigned to this task.
• Establish clear indices.
• The Chair of the visit will be on the compliance team.
• Six month lead on reports to SACS.
• Make sure recommendations are sustainable and of substance.