Presidential Transition Timeline

Incoming Administration: Appointments
September 2016

To-Dos

Identify appointment team ethics experts as points of contact with OGE for nominees and other ethics issues
Register members of the campaign’s transition staff as administrators and as reviewers in Integrity, OGE’s electronic filing system, and by early October receive training on using the system
Wave II: Create long lists for Wave II positions, incorporating input from the agency review team (through October)

Agency review teams have unique insight into key staff positions, potential personnel issues or leadership gaps within each agency. These teams should work closely with the personnel team to identify potential candidates to lead each agency and identify other core positions that should be prioritized. The agency review team can also play a role in identifying the major management challenges or successes within each agency as well as particular skills and competencies needed.

Wave II: Conduct pre-election vetting of long-listed candidates, including opposition research (using public sources such as LexisNexis, Voter Vault, LegiStorm, SEC records, opensecrets.org, etc.) and additional lawyer review (through October)
Wave II: Create ranked shortlists for each Wave II position based on vetting results (through October)
Wave II: Create profiles of each candidate on the shortlists (through October)
Build out agency confirmation teams that are dedicated to managing the confirmation process—prepping nominees for hearings, meeting with the Senate committees, etc.
Develop a checklist of activities (covering the period Nov. 8-21) for prepping nominees for their confirmation hearings (through October)
Research the different Senate committees’ norms and processes regarding nominations and formulate a strategy to reach out to each committee (through October)

Ongoing

Wave I: Conduct pre-election vetting of long-listed candidates, including opposition research (using public sources such as LexisNexis, Voter Vault, LegiStorm, SEC records, opensecrets.org, etc.) and additional lawyer review (August–September)
Wave I: Create ranked shortlists for each Wave I position based on vetting results (August–September)
Wave I: Create profiles of each candidate on the shortlists (August–September)
Wave I: Compile position descriptions, shortlists, and summaries from the lawyer review process, and candidate profiles for Wave I positions into briefing book binders for president-elect (August–September)
Wave II: Work with policy and agency review teams to create Wave II position descriptions (August–September)

Resources

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