Resources for White House Coordinators

When an incumbent president seeks reelection, White House staff have two important transition-related duties. They must prepare the president’s policy agenda and create a staffing plan for a second term and follow statutorily required preparations to pass the baton if a new president is elected. Below is guidance, research and sample documents to help White House personnel succeed in these endeavors.  

Presidential Transition Guide
The Center for Presidential Transition’s® comprehensive guide on the activities required for transition teams and federal leaders engaged in second-term planning.
November 20, 2023
The 2020-21 Presidential Transition: Lessons Learned and Recommendations
A new report by the Partnership and Boston Consulting Group looks back at the 2020-21 presidential transition and offers key recommendations to improve future transfers of power.
January 20, 2022
The States of Our Union
Modern presidents come into office promising national change in areas such as education, health care, immigration and infrastructure. To execute their agenda, their administration must coordinate across all levels of government. The Partnership for Public Service’s Center for Presidential Transition® and Deloitte created this resource to identify the practices that lead to effective collaboration, including how transition planning can help establish successful intergovernmental relationships.
September 14, 2023
Presidential Transitions are a Perilous Moment for National Security
History can provide lessons for future administrations to prepare for unforeseen crises.
August 16, 2023
Effective presidential transitions can earn the public’s trust
Presidential transitions can only be effective if the public trusts that the people involved will honor the results of democratic elections and value the need for new administrations to prepare to govern even before taking office. The Center for Presidential Transition® conducted a nationally representative survey to understand the country’s views on the custom of presidential transfers of power. The survey found that 56% of Americans agreed a peaceful transition would take place if a different candidate wins in 2024. By contrast, 44% of Americans did not think a transfer would be peaceful or were unsure. The public’s doubt should serve as both a call to action and an opportunity. Government leaders and organizations such as the Center must support public understanding of the importance of peaceful transitions as a critical function of our democracy.
April 24, 2023
Advice to Incoming Agency Leaders From Those Who Have Been There
Starting a new role midway through a president’s term has unique challenges; it can feel like relationships and processes are already established. To help new political leaders hit the ground running, the Partnership for Public Service’s Center for Presidential Transition® and the Boston Consulting Group interviewed about 15 current and former officials from across different administrations with top management experience in government. These officials shared reflections on their first few months on the job and offered advice to future political appointees.
January 18, 2023
OMB Memorandum for the Heads of Executive Departments and Agencies
Memo from Acting Office of Management and Budget Director, Russell Vought, to agency heads with guidance on presidential transition preparations and implementing the Presidential Transition Act dated April 4, 2020. This memo includes guidance on the timetable of agency actions, including which agencies will participate in the Agency Transition Directors Council (ATDC) and other agencies…
April 27, 2020