The Center for Presidential Transition’s comprehensive guide on the activities required during the transition. This guide for the 2024 presidential election cycle was produced in collaboration with the Boston Consulting Group. It features detailed outlines of transition best practices, historical materials from past transitions, and recommendations for a successful presidential transition to a new or second-term administration.
Federal agencies face a cascading series of challenges before and after a presidential election and into the early months of a new or second-term administration. Since 2008, the Partnership for Public Service has provided resources to federal agencies, while promoting knowledge-sharing and collaboration, to strengthen presidential transitions.
The Agency Transition Guide has been developed by the Partnership’s Center for Presidential Transition® and Boston Consulting Group, informed by conversations with federal leaders and other presidential transition experts. It provides lessons learned from past transitions at federal agencies and includes best practices and key decision points to help senior career executives lead successful transition planning efforts.
While this guide focuses on presidential transitions, most federal agencies will also experience a change in political leadership at least once during an administration. The practices outlined in this guide apply to principal leadership transitions independent of the election cycle.
This is a memorandum to agency transition directors and agency points of contact on transition from Anita Breckenridge, deputy chief of staff at the White House, Andrew Mayock, deputy director for management at OMB and Tim Horne, federal transition coordinator at GSA. The memo, released on Sept. 14, 2016, provides guidance on presidential transition preparations, including off-boarding non-career employees, succession planning, engagement with transition teams pre-election, and agency briefing materials, agency review team preparations.
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.