This memo shares guidance and deadlines on transition planning to the President’s Management Council from the White House and OMB officials, including Alyssa Mastromonaco, Jeff Zients, Chris Lu and Nancy Hogan from August 2012. It includes guidance regarding naming a career agency lead for transition preparations, reviewing lines of succession, preparing agency briefing materials.
The guide for incoming Cabinet secretaries is designed to support a new secretary lead effectively from day one and make an impact as the leader of a large and complex organization. Informed by insights from senior federal leaders, it outlines best practices to build an effective team, advance the administration’s agenda, and work effectively with key stakeholders.
Previous experiences can inform the work of the current presidential transition facing today’s unique challenges. This report includes eight recommendations for a president-elect’s transition team and an outgoing White House based on interviews with veterans of previous transitions and other experts.