Transition Timeline and Guide

Transition teams need tools and techniques to manage a seamless presidential hand-off. The Center conducted extensive interviews with former transition leaders, analyzed decades of academic research, collected hundreds of documents from prior transitions and assessed the effects of new legislation to create a comprehensive transition timeline, process map and guide. The updated Presidential Transition Guide includes lessons learned from the 2016 transition, new documents, graphics and templates, as well as a new chapter on planning for second term transitions.

We segmented the timeline into specific workstreams—for the incoming administration, the outgoing administration and current federal agency staff. We organized the work by month with specific recommendations and related tools and resources, so transition stakeholders can jumpstart their work.

Pick your workstream below and get started, or download the complete guide for an in-depth view of the entire presidential transition process.

2020 Presidential Transition Guide

The Partnership’s comprehensive guide on the activities required during the transition. This updated guide, produced in collaboration with the Boston Consulting Group, 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.

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Transition Workstreams

Current Administration

A second term transition represents a unique opportunity for an administration to engage in a thorough evaluation of its governance, and to establish plans for personnel changes as well as improved policymaking, program effectiveness and management practices

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Federal Agencies

The various departments and agencies in the executive branch must be prepared for the significant policy and personnel changes that will occur with the election of a new president.

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