2017 PRESIDENTIAL TRANSITION CHECKLIST THE PRESIDENTIAL The presidential transition process PRE-ELECTION TASKS: is a major undertaking. Transition TRANSITIONteams for major candidate are DevelopROADMAP profiles of transition teams’ leadership responsible for the plan and prepare Outline major policy promises of presidential candidates for their candidate to smoothly begin Monitor early federal agency review plans THEgovernance just DEFINITIVEa few short months GUIDE after Election Day. Begin shortlists of presidential appointment candidates

Review transition team budget preparations For many in Washington, it is crucial to follow every step of the presidential transition from beginning to end. That’s why we’ve created the 2017 Presidential Transition Checklist to POST-ELECTION TO INAUGURATION: help you track the major milestones Compile President-elect’s agency review reports of the transition process. Check off Update shortlists of presidential appointment candidates the box as you complete each task and you’ll be one-hundred percent Expand summary of incoming administration’s policy priorities prepared for Transition 2017. Enhance summary of new administration’s budget preparation

THE FIRST 100 DAYS: Profile incoming head of each new federal agency

Profile Key Cabinet and White House appointments

Track Senate-confirmation of remaining appointments

Monitor early policy implementation and budget agenda

© 2016 Pro 1 TABLE OF CONTENTS

1 Presidential Transition Timeline

2 5 Things You Need to Know

5 Inside Hillary Clinton’s Transition Team

7 Inside ’s Transition Team

9 2017 Presidential Transition Checklist

© 2016 POLITICO Pro 2 THE2017 PRESIDENTIAL PRESIDENTIAL TRANSITION ROADAPCHECKLISTTIMELINE

WTWHAT PPEHAPPENS FTERAFTER OEMBERNOVEMBER 8? The presidential transition process PRE-ELECTION TASKS: is a major undertaking. Transition Develop profiles of transition teams’ leadership teams for majorEARLY candidate NOEER are gency review teams launched responsible for the plan and prepare Outline major policy promises of presidential candidates for their candidate to smoothly begin governance justPRE-THANKSGIING a few short months TopMonitor 0 Cabinet early federalappointees agency selected review plans ey White ouse personnel selected after Election Day. Begin shortlists of presidential appointment candidates

Review transition team budget preparations For many in Washington, it is crucial NOEER DECEER Policy implementation plan developed to follow every step of the presidential Budget and management agenda established transition from beginning to end. ntended Cabinet agency appointments delivered to the enate That’s why we’ve created the 2017 Presidential Transition Checklist to POST-ELECTION TO INAUGURATION: ew member orientation begins help you track theLATE major NOEER milestones Compile President-elect’s agency review reports of the transition process. Check off Update shortlists of presidential appointment candidates the box as you complete each task DECEER ame-duck session begins and you’ll be one-hundred percent Expand summary of incoming administration’s policy priorities prepared for Transition 2017. Enhance summary of new administration’s budget preparation EARLY ANUARY ew Congress sworn in 11th Congress begins

THE gency FIRST review 100 reports DAYS: submitted ANUARY Briefing of incoming agency heads completed CabinetProfile incomingorientationretreat head of prepared each new federal agency Profile Key Cabinet and White House appointments

END OF APRIL TopTrack 100 Senate-confirmation enate-confirmed positions of remaining filled appointments Monitor early policy implementation and budget agenda

AUGUST Remaining 00-00 presidential appointments filled

© 2012016 POTCOPOLITICO Pro *Information from thethe CenterCenter© for for2016 PresidentialPresidential POLITICO TransitionTransition Pro and and POLITICO POLITICO was was used used to to create create this this timeline. timeline. 1 52017 THINGS PRESIDENTIAL YOU NEED TO KNOW ABOUTTRANSITION THE PRESIDENTIAL CHECKLIST TRANSITION

On Inauguration Day, political pundits and all Americans The presidential transition process begins as early as The presidential transition process PRE-ELECTION TASKS: witnessis a major the undertaking. peaceful transition Transition of executive power to six months before Election Day and continues through ateams new presidentialfor major candidate administration. are On television, Developthis profilesthe first of100 transition days of teams’a new presidency. leadership The transition handoff appears effortless, but a presidential transition formally begins when each party’s campaign establishes responsible for the plan and prepare Outline major policy promises of presidential candidates isfor the their culmination candidate of to a smoothlylong series begin of events, many of its transition team to prepare their candidate to enter whichgovernance occur farjust beyond a few short the publicmonths spotlight. Monitor earlythe federalWhite House agency in January.review plans after Election Day. Begin shortlists of presidential appointment candidates

Review transition team budget preparations For many in Washington, it is crucial to follow every stepNew of thelaws presidential have formalized the transition process. transition from beginning to end. Fears, especially post 9/11, that an inefficient transfer of executive power could leave the That’s1 why we’ve created the 2017 Presidential TransitionUnited Checklist States vulnerable to ledPOST-ELECTION Congress to establish TO INAUGURATION:two laws to formalize the presidential help you track thetransition major milestones process. Compile President-elect’s agency review reports of the transition process. Check off Update shortlists of presidential appointment candidates the box as you complete each task andPre-Election you’ll be one-hundred Presidential percent Transition Act Expand summaryPresidential of incoming Transitions administration’s Improvements policy priorities preparedof 2010: for This Transition law directs 2017. the General Services Act (2015): This law directs the executive Enhance summary of new administration’s budget preparation Administration to supply the major-party branch to establish two panels, one for the presidential candidates (and any “principal White House and one for federal agencies, contenders” from a third party) with office that help to coordinate the transfer of power space, equipment and administrative support to the next president. Each panel is required within three business days of each party’s THE FIRST 100 DAYS:by law to have a representative from each formal nomination. Profile incomingtransition head of team.each new federal agency

Profile Key Cabinet and White House appointments

The impact of these new laws Trackhas made Senate-confirmation the current presidential of remaining transition appointments unique. For

the first time, the opposing transition Monitor earlyteams policy are workingimplementation out of the and same budget government- agenda appointed office building. This proximity has led the Clinton and Trump camps to over- emphasize secrecy and discretion around sensitive information.

© 2016 POLITICO Pro 2 The makeup of a transition team is very important. 2 The makeup of each campaign’s transition team consists of party insiders, political allies and policy experts. Each team includes hired staff and a small army of volunteers who take on an enormous workload. If Elizabeth Warren’s point that “personnel is policy” holds true, then a close look at key transition staff can reveal a lot about the early plans for a Clinton or Trump presidency.

Clinton Transition Chairman: Trump Transition Chairman: Ken Salazar, former Interior secretary , governor

Key Staff Key Staff • Tom Donilon, Obama’s former • Bill Palatucci, Christie’s former law national security adviser partner and longtime political ally • former Michigan Gov. Jennifer Granholm • Rich Bagger, Christie’s longtime political • Neera Tanden, president of the ally and former chief of staff Center for American Progress • Ed Meese, former attorney general • the Rev. Leah Daughtry, a veteran and longtime aide to President Ronald Democratic operative Reagan • Maggie Williams, a longtime Clinton • Eric Ueland, veteran Republican Capitol ally and director of Harvard’s Institute Hill aide and top staffer on the Senate of Politics Budget Committee

Transition teams focus on three big tasks. 3 1. Fundraising: Of course, transition teams are in part funded by Congress. However, they still need to raise funds to cover all expenses. The Partnership for Public Service estimates that Clinton and Trump will each need to raise $4 million to $5 million to pay for pre-election and post-election expenses.

2. Government Appointments: A new administration has the responsibility to fill roughly 4,000 politically appointed positions within the executive branch (about one- quarter of which will require Senate confirmation). Members of each transition team will vigorously vet and screen candidates to create shortlists of candidates for these positions.

3. Policy Preparation: Both candidates must produce a clear policy agenda that can be put into action on Day 1 in office. This process requires the transition teams to go through intensive research and deliver an actionable policy strategy (more on policy in No. 4).

© 2016 POLITICO Pro 3 Preparations for the new administration’s 4 1st 100 days are meticulous. The first 100 days of the presidency are critical and an early indication of how well an administration will perform. In the modern era, the first 100 days has seen a flurry of executive action and legislation to jumpstart the principal policy goals of the new president.

Campaign promises: Policy prioritization: Budget Preparation: A key task for transition teams Next, each transition team will Both transition teams must is to catalog their respective designate which policy items outline a prepared budget, candidate’s promises from the to implement first. What each which is due shortly after the campaign trail. With a long, camp determines to prioritize Inauguration. drawn-out campaign season, will be a strong indication this is not an easy task. of what the new president’s administration will focus on in its first 100 days in office.

Transition teams are not simply creating a policy wish list for their candidate. They need to create a realistic approach to how they can accomplish these goals, most of which require legislation. Therefore, as part of their preparation for the first 100 days, each team includes various options and strategies on how to sell their policy visions to Congress (and the public). The uncertain makeup of the 115th Congress, especially in the Senate, makes this task even more challenging.

After Election Day: On to the White House, federal agencies! 5 (Losers go home) After the election, the losing transition team will wind itself down. For the winning side, the work continues as the team will follow plans to send transition aides into the complex world of federal agencies. At each agency, transition team members will begin preparations for proposed regulations, rulings and other executive actions. Other transition team members will continue discussions with the White House transition panel to ensure a smooth handoff of presidential power.

© 2016 POLITICO Pro 4 INSIDE2017 PRESIDENTIAL HILLARY CLINTON’S TRANSITION CHECKLISTTEAM

The presidential transition process Hillary Clinton has added to her transition team.PRE-ELECTION TASKS: Theis a majorRev. Leah undertaking. Daughtry, Transition a seasoned Democratic operative,teams for majorwill help candidate staff Clinton’s are potential White Develop profiles of transition teams’ leadership House. Daughtry will help lead the transition responsible for the plan and prepare Outline major policy promises of presidential candidates operation’s personnel team, according to two for their candidate to smoothly begin sources familiar with the hire. Daughtry joins a governance just a few short months Monitor early federal agency review plans team of experienced campaign operatives, think- tankers,after Election advisers Day. and former elected officials, who, Begin shortlists of presidential appointment candidates like Daughtry, have had a longtime connection to Review transition team budget preparations HillaryFor many Clinton in Washington, and Capitol it Hill. is crucial Clinton’s transition team, based in Washington, DC, is responsible for to follow every step of the presidential drafting policy agendas and hiring thousands of stafferstransition so fromthat abeginning potential toClinton end. administration canThat’s hit why the groundwe’ve created running the on 2017 Day One. The ClintonPresidential transition Transition team, Checklist as of September to 29:POST-ELECTION TO INAUGURATION: help you track the major milestones Compile President-elect’s agency review reports of the transition process. Check off Update shortlists of presidential appointment candidates the box as you complete each task and you’ll be one-hundred percent Expand summary of incoming administration’s policy priorities prepared for Transition 2017. Enhance summary of new administration’s budget preparation

THE FIRST 100 DAYS: Profile incoming head of each new federal agency

Profile Key Cabinet and White House appointments

Track Senate-confirmation of remaining appointments

Monitor early policy implementation and budget agenda

© 2016 POLITICO Pro 5 © 2016 POLITICO Pro 6 INSIDE2017 PRESIDENTIAL DONALD TRUMP’S TRANSITION CHECKLISTTEAM

DonaldThe presidential Trump’s transition transition team process has added a number of policy and personnel experts over the past week and will likely continue adding many more in the weeksPRE-ELECTION to come. Transition TASKS: teams usually have more volunteers than paid is a major undertaking. Transition staff members and number in the hundreds by Election Day. teams for major candidate are Develop profiles of transition teams’ leadership

Untilresponsible then, both for thetransition plan and prepare Outline major policy promises of presidential candidates teamsfor their will candidate focus on to smoothly begin developing a policy agenda, governance just a few short months Monitor early federal agency review plans identifying hires to fill a after Election Day. staff of about 4,000 in Begin shortlists of presidential appointment candidates the executive branch and Review transition team budget preparations fundraising.For many in SoWashington, far, Trump’s it is crucial transitionto follow everyteam hasstep added of the presidential a number of experienced transition from beginning to end. policy experts, former advisersThat’s why and we’ve officials, created and the 2017 lobbyists,Presidential as Transitionwell as a mix Checklist to POST-ELECTION TO INAUGURATION: ofhelp both you conservative track the major and milestones Compile President-elect’s agency review reports establishmentof the transition Republicans process. Check to off its roster. Trump’s transition Update shortlists of presidential appointment candidates the box as you complete each task team, as of Oct 1: and you’ll be one-hundred percent Expand summary of incoming administration’s policy priorities prepared for Transition 2017. Enhance summary of new administration’s budget preparation

THE FIRST 100 DAYS: Profile incoming head of each new federal agency

Profile Key Cabinet and White House appointments

Track Senate-confirmation of remaining appointments

Monitor early policy implementation and budget agenda

© 2016 POLITICO Pro 7 © 2016 POLITICO Pro 8 2017 PRESIDENTIAL TRANSITION CHECKLIST

The presidential transition process PRE-ELECTION TASKS: is a major undertaking. Transition teams for the major candidates are Develop profiles of transition teams’ leadership responsible for creating the plan Outline major policy promises of presidential candidates for their candidate to smoothly begin governance just a few short months Monitor early federal agency review plans after Election Day. Begin shortlists of presidential appointment candidates

Review transition team budget preparations For many in Washington, it is crucial to follow every step of the presidential transition from beginning to end. That’s why we’ve created the 2017 Presidential Transition Checklist to POST-ELECTION TO INAUGURATION: help you track the major milestones Compile president-elect’s agency review reports of the transition process. Check off Update shortlists of presidential appointment candidates the box when you complete each task and you’ll be one-hundred percent Expand summary of incoming administration’s policy priorities prepared for the new administration. Enhance summary of new administration’s budget preparation

THE FIRST 100 DAYS: Profile incoming head of each federal agency

Profile key Cabinet and White House appointments

Track Senate confirmation of remaining appointments

Monitor early policy implementation and budget agenda

© 2016 POLITICO Pro 9 BONUS!

Another unique result of a presidential transition is that thousands of new people will arrive in DC to fill positions within the new administration. If you’re about to be new to Washington DC, we’ve created a bonus checklist for the must-do activities around town.

NEW-TO-DC CHECKLIST Enjoy a meal at a famous Ben’s Chili Bowl Washington DC restaurant. Barack Obama visited this eatery in Take a walking tour of the Washington’s Shaw neighborhood Monuments on the National Mall. just 10 days before his inauguration in 2009. Visit the museums. They’re free!

Admire the cherry blossoms at the The Old Ebbitt Grill Tidal Basin. (Springtime only!) An American institution, it’s Washington’s oldest restaurant. Catch a game, when the Nationals (MLB), Capitals (NHL), Wizards (NBA) or Redskins (NFL) are in town.

© 2016 POLITICO Pro 10 DON’T MISS A BEAT AS THE 2017 TRANSITION UNFOLDS

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