Materials produced for incoming appointees in past transitions were longer and more detailed than those produced for the temporary appointees who arrived immediately following the inauguration. Referred to as the agency’s “owner’s manual” this material is for incoming appointees. The manual includes a more detailed discussion of the items contained in the briefing materials for the president-elect’s representatives, along with several new areas of discussion including historical issues within the agency and issues raised by oversight bodies.
Agency review teams that arrive at agencies post-election look for information to help make decisions on certain appointments, including potential holdovers and key career staff, and to develop an assessment of conditions inside the agency for the president-elect. The materials created for these teams should be concise and tailored to three main priorities. Key elements of this briefing are outlined below.
This document is a template for creating your bureau/component’s executive overview in preparation for the presidential transition. The information provided can be incorporated into final briefing materials for incoming leaders. If any of the subcomponents of this document require further explanation, use the deep-dive topic template provided here.
This document is a template for creating a deep-dive report on an issue. This template may be used to provide a more detailed explanation of any specific component in an executive summary, or may be used to create separate policy-item, budget-item, management issues or other specific item reports. The information provided will be incorporated into final briefing materials for incoming leaders.
This document is a template for creating the executive overview for an agency’s office/region to be incorporated into final briefing materials for incoming leaders. If any of the subcomponents of this document require further explanation, use the deep-dive topic template provided here.
A department’s agency transition director is responsible for leading the planning and execution of presidential transition activities on behalf of their agency in accordance with the law. This position description provides an overview of the key elements, responsibilities, requirements and competencies of the role.
This Memorandum provides guidance to all executive departments and agencies (agencies) on assisting the Presidential transition activities required by the Presidential Transition Act of 1963, as amended (3 U.S.C. § 102 note).