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Transition

Transition. Changes in Administration and dealing with loss of knowledge. Presenters. Martha Brown Assistant Counsel Department of State, Pennsylvania Joe DeFilippis Director, Business Services Secretary of State’s Office, Montana Cheri Myers Director, Business Registration Division

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Transition

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  1. Transition Changes in Administration and dealing with loss of knowledge

  2. Presenters Martha Brown Assistant Counsel Department of State, Pennsylvania Joe DeFilippis Director, Business Services Secretary of State’s Office, Montana Cheri Myers Director, Business Registration Division Department of Secretary of State, North Carolina Alan Stachura Senior Manager Government Relations CT Corporations, Delaware

  3. Survey of Jurisdictions • How many of you have been through an administrative change? • Who in the audience or on the panel have been through the most? • What were your pitfalls? • What were your strengths?

  4. Survey II • How many have taken on additional responsibilities due to attrition, reduction in force (RIFs), layoffs, terminations? • Were you set up for success in wearing the other hat(s)? • Is your position in jeopardy when a new administration comes on board?

  5. Survey III • How many of you have updated documented procedures for your tasks? • Do you share those with others? • Do you have someone that knows how to do your job in your absence?

  6. Standard Operating Procedures • Purpose • Scope • Inputs • Outputs • Records • Definitions • Roles and Responsibilities • Steps • Subdivided by process • Step-by-step instructions • Guiding Principle(s) Work Instructions

  7. What Transition looks like

  8. Frequency of Transition

  9. Elected vs Appointed Secretaries

  10. Resources • Work Instructions Templates for documenting processes (NC) • The Do's and Dont’s for Planning a Transition of Power. Governing. January 12, 2017. • When Knowledge Left the Building. Workforce. February 14, 2014. • The 7 Do’s and Don’ts of Transition. Government Executive. November 12, 2012. • Transition and the new Governor (2018 edition). National Governors Association.

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