Presidential Transition Timeline

Incoming Administration: Appointments
January 2017 Post-inauguration

To-Dos

Manage handoff of confirmation preparation (e.g., preparing and guiding nominees through confirmation process) to agencies as confirmation teams disband after inauguration
Wave III: For each position, contact candidates in rank order until a mutual decision is reached to move forward (through April)
Wave III: Interview candidates for each Wave III position and request supporting materials for internal vetting (e.g., responses to questionnaire and tax records) (through April)
Wave III: Direct successfully vetted potential nominees to complete and submit SF-86 to the FBI and OGE Form 278e to OGE to begin formal nominee process (through April)
Conduct a Cabinet orientation and retreat

Presidential Transition Guide, Ch. 3, Prepare Cabinet orientation and retreat

Molding the Cabinet into a cohesive team—educated on what it takes to succeed in government and what the new president and the public will expect from them—is critical but often overlooked in the crush of activity early in the administration. There is essential knowledge that the Cabinet and its senior leadership teams need to have on the first day in order to start quickly and effectively, avoid mistakes and accomplish their objectives.

It is also important to give Cabinet members an opportunity to get to know each other and view themselves as a team united by the shared goal of advancing the administration’s priorities. Few challenges confronting the federal government today are within the control of a single agency; they require a collaborative effort by leaders working together across government, starting with members of the Cabinet.

The transition team should begin planning for a Cabinet-level offsite with the president well before Inauguration Day, and before the White House and the Cabinet become swept up in the daily tasks of governing. The offsite should take place as close as possible to the inauguration, provided a significant majority of Cabinet members have been identified and are well into the confirmation process. Areas of focus could include the values and vision that will guide the work of the administration, the decision-making process, breaking down silos to work across government, working with Congress, opportunities for transforming government, and identifying and working with allies outside the federal government.

Ongoing

Work with GSA to determine the scope of training for incoming appointees per the Presidential Transition Act (i.e., define which appointees will receive training and what material will be covered) (electionFebruary)
Wave II: For each position, contact candidates in rank order until a mutual decision is reached to move forward (DecemberFebruary)
Wave II: Interview candidates for each Wave II position and request supporting materials for internal vetting (e.g., responses to questionnaire and tax records) (DecemberFebruary)
Wave II: Direct successfully vetted potential nominees to complete and submit SF-86 to the FBI and OGE Form 278e to OGE to begin formal nominee process (DecemberFebruary)
Wave III: Create ranked shortlists for each Wave III position based on vetting results (DecemberJanuary)
Wave III: Create profiles of each candidate on the shortlists (DecemberJanuary)

Resources

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