Project 2025 Training Videos
A series of training videos for potential political appointees in a future Republican administration, created by the Project 2025 transition initiative, emphasize the need for increased political control over federal agencies without explicitly detailing plans for the federal civil service. These Project 2025 training videos were leaked by ProPublica.
Although the Trump administration has distanced itself from Project 2025's controversial policy guide, it continues to align with conservative goals, such as reviving the Schedule F initiative to convert federal workers to at-will employees. These training videos feature former officials discussing the importance of appointing more political appointees to ensure accountability and align with conservative values, while also expressing frustration with career civil servants. Despite some negative experiences shared, others noted that cooperation can occur once newcomers learn the government’s complexities.

Advancing the President's Agenda

Donald Devine
Former Director of the Office of Personnel Management

James Bacon
former special assistant to the president, presidential personnel office
video highlights
How Cabinet Government is Supposed to Work
- Cabinet secretaries should have regular meetings with the President
- Accurately communicate the President’s instructions to the team below you
- Agency offices should work closely with their counterparts at the White House
- Example: The White House Communications Office should utilize each agency’s public relations office to get messaging out
- This avoids bureaucratic bloating at the White House with separates the agency principals from the President and his top aides
- The agency, not the White House staff, has the legal authority to implement the President’s directives
- The White House staff should provide top-level direction but the real work needs to be done at the agency level
orienting new political appointees
- Working in the federal government is nothing like working in the private sector
- There is no profit and loss system to assess outcomes
- You MUST take time to personally determine what’s happening at the bureaucratic levels beneath you
- Delegate less, follow up more
- The best way to assess what’s going on beneath you is to staff every level of the bureaucracy with political appointees
- This will ensure that actions can be delegated and that you, as the principal, are well briefed
your actions & the media
- Don’t let the media dictate your actions
- When the media hits you, remind yourself that you’re there to make a difference for the country, not to avoid controversy
- Don’t expect that a career employee’s first loyalty is to you
- Keep your agenda close
- Keep in mind that nearly every action you take will eventually become public. Before doing something, think about how it would look on the front page of the Washington Post
- Don’t share your agenda widely within your department. It will inevitably leak
- The Washington Post (and other legacy media) have contacts at every agency
identifying successful political appointees
- Successful appointees are willing to take risks and not just go with the flow
- Successful appointees are willing to stand up to the media
- The best place to find these candidates is in the campaign (the earlier in the campaign the better)
implementing the president's agenda at the agency
- Cabinet secretaries should report DIRECTLY to the President
- It’s imperative for cabinet secretaries to develop a close working relationship with the President
- Cabinet secretaries should be loyal to the President and support his or her agenda
- Cabinet secretaries should constantly ask themselves “how would the President govern if he were here in charge of my agency?”
have confidence in your legal authority to act
- Become a jailhouse lawyer - know the law regarding your agency
- Study the legal authorities of your position
- Always check the law being referenced by a career federal employee, especially if you are being told you cannot do something
- Always ask questions and get a second opinion
- There’s no substitute for knowing the law yourself
- Have a lawyer on staff who is a political appointee
first steps to take as a cabinet secretary
- On day one, you MUST rescind all delegations of authority to your subordinates
- This will ensure no official below you can perform an official agency action without your approval
- Place political appointees in the proper roles beneath you before day 1
- Use the myriad tools at your disposal to clear the way of insubordinate careerists: reassign them, incentivize them, and as a last resort, fire them
Appointee Survival Guide

Bethany Kozma
Former Deputy Chief of Staff, USAID

katie sullivan
Former Acting Assistant Attorney General Office of Justice Programs, U.S. Department of Justice

Matthew Mangiaracina
Former White House LiaisonUS Dept. of the Interior

Pam Pryor
Former Acting Assistant Secretary, Bureau of International Organization Affairs, US Dept. of State

Max Primorac
Former Acting Chief Operating Officer, USAID

Kristen Eichamer
Former Deputy Press SecretaryNASA

John Zadrozny
Former Deputy Assistant to the President, The White House Office
video highlights
Top Tips
- Cabinet secretaries should have regular meetings with the President
- Accurately communicate the President’s instructions to the team below you
- Agency offices should work closely with their counterparts at the White House
- Example: The White House Communications Office should utilize each agency’s public relations office to get messaging out
- This avoids bureaucratic bloating at the White House with separates the agency principals from the President and his top aides
- The agency, not the White House staff, has the legal authority to implement the President’s directives
- The White House staff should provide top-level direction but the real work needs to be done at the agency level
Appointees and Policymaking
video highlights
impact of service
- Importance of understanding the regulatory role in federal agencies.
- Many opportunities exist for influencing policy at various levels.
importance of excellence
- Starting in junior roles, doing excellent work leads to opportunities for greater influence.
- The need for preparedness when called upon for opinions on important matters.
religious freedom initiative
- Erin highlighted the successful push for the president to address religious freedom at the UN.
- This marked the first time a U.S. president spoke on this issue at the UN, showcasing leadership.
hiring criteria for administration roles
- Look for candidates with relevant academic or real-world experience.
- Candidates must align with the president’s conservative policies.
- Team players with a supportive attitude are essential.
- Individuals from various professional backgrounds (e.g., small business, law) are encouraged to contribute to the conservative movement.
- Diverse experiences can enrich the administration's effectiveness.
flexibility and work ethic
- Candidates should be adaptable and willing to work in a fast-paced environment.
- The unpredictability of roles means candidates must be ready for rapid changes.
- Flexibility is crucial; adapting to changing issues is key to success.
- Maintaining energy and optimism is important during challenging times.
- Building a broad network of contacts is beneficial for support and guidance.
- Time is a precious commodity; administrations have limited periods (4-8 years) to accomplish their goals.
- It’s essential to work efficiently from day one to execute promises and initiatives.
opportunities for young professionals
- Entry-level positions, such as confidential assistants, offer valuable training and experience.
- Internships and volunteer opportunities can lead to full-time positions in administration.
- Experience in government enhances credibility and opens doors for future opportunities in both public and private sectors.
- Being a known quantity within the conservative movement can lead to hiring opportunities.
policy implementation process
- The transition from idea to reality involves navigating executive orders, regulations, and potential litigation.
- Proper planning from the start is vital for success in implementing policies.
- The country faces significant challenges from progressive ideologies; conservative principles need representation.
- National security threats, particularly from China, highlight the need for strong leadership.
first 100 days:
- This period is critical for establishing momentum; the administration must capitalize on the initial excitement.
- Every hour counts, and unexpected events can arise that impact plans.
Background Checks and Security Clearances

dennis dean kirk
Former Director of the Office of Personnel Management
Investigators May Contact
- Friends
- Coworkers
- Landlords
- Family
- Neighbors
Four Levels of Security Clearances
- Confidential: this type of security clearance provides access to information that could cause damage to national security if disclosed without authorization. It must be reinvestigated every 15 years.
- Secret: same as confidential clearance but must be reinvestigated every 10 year
- Top Secret: same as confidential clearance but must be reinvestigated every five years
- Top Secret, Sensitive Compartmented information: SCI is an access program that gets “added on” to the clearance
Federal Employment Disqualifiers
- Citizenship
- Criminal History
- Crimes such as fraud, embezzlement, and tax evasion show a lack of moral character
- Bankruptcy or Debt
- Substance Abuse
- Inconsistencies
- Conflicts of Interest
- SF-85 Disqualifications - providing false information
- Bad Credit
Improving Chances of Obtaining a Government Position
- Become a US Citizen
- Be Qualified
- Complete Application
- Pay off debts and improve credit rating
- Rehabilitated Behavior
Coalition Building

Paul Teller
Former Deputy Assistant to the President & Director for Strategic Initiatives, Office of the Vice President

Sarah Makin
Former Deputy Assistant to the President & Director of Public Liaison & External Affairs, Office of the Vice President
An Overview of Coalitions
- What is a coalition?
- A coalition is formed when two or more people or groups temporarily work together to achieve a common goal
- Building coalitions means you are engaging people on the outside of government to influence policy
- Individuals who take part in coalition groups are passionate about specific industries or policy areas, they are vocal, and they want to make a difference
- Examples of coalition groups: the pro-life movement, supporters of the second amendment, religious liberty groups
- Why are coalitions important?
- These individuals elected the President and expect the President and their administration to make good on campaign promises
- These individuals serve as a voice for the American people and can advise the administration on what policies are needed
- These are the individuals who will determine the outcome of the next election
- Where can coalition work be accomplished?
- The main place to work in coalitions is the White House Office of Public Liaison
- However, coalition work can and should be done throughout the administration
- Building relationships with the American public is important!
- Should I work in coalitions?
- Do you like working at the intersection of people and ideas?
- Do you enjoy policy AND building relationships?
- When working in coalitions you get a front row seat to the impact of the President’s policy agenda
What to do on Day One
- Start small. Don’t take on too much at once
- Figure out who your key allies are
- Make yourself available
- Take initiative - proactively reach out to people
- Listen twice as much as you speak!
How to use Coalitions to Advance the President’s Agenda
- You are an extension and a reflection of the President in your role
- Coalition relationships should be genuine and mutually supportive, not transactional
- Once you have built trust, you can then use coalition groups to help advance policy.
- Tangible actions/requests for coalitions partners:
- Release statements in support of specific bills or presidential actions
- Attend presidential events to show support (in DC or across the country)
- Speak at presidential events to show how specific policies have positively impacted their industry
- Pre-existing relationships and trust are crucial
Best Practices
- Build contact lists that can be sorted by interest (one person can be on multiple lists!)
- If you meet someone at a conference, get their business card, take it back to your desk, and put that person on as many lists as possible
- Bring people in, make them feel involved between major action items
- Send out a weekly or monthly update email
- Meet with coalition partners BEFORE a policy roll out and ask good questions:
- What do you think about this?
- How would you frame it?
- Are you willing to participate?
- Are you willing to help amplify?
- Soliciting feedback makes people feel involved and in that process, you acquire great ideas
- Remember: You are a reflection of the administration and of the President in everything you do, everything you say, and everything you write.
- Don’t be afraid to get to know people on a personal level. It doesn’t always have to be all policy!
- You will have opportunities to make people feel unique - for example, requesting a letter be sent from the President
- Share your contact information and encourage people to reach out to you
- Make sure to invite coalition partners to a variety of events - schedule an informal coffee, invite them to a roundtable, request their attendance at a Presidential event
- Seek out mentors - reach out to former conservative political appointees for guidance!
- Build a team around you - the bigger your team, the more people you can reach
- Each person on the coalitions team should lean into their strengths, interests, and background
- It’s okay to go outside your comfort zone too!
Damage Control
- Address any negative situations immediately
- Give coalition partners the opportunity to express their concerns - make sure they feel heard
- Pivot to show them something you have done or can do for them - offer real solutions
- You represent the President and sometimes you just have to take the heat
- If you messed up, apologize and find a way to make it up to the person
Conservative Movement History
What are Conservatives trying to Conserve?
- American Exceptionalism
The Progressives
- Woodrow Wilson
- First federal income tax
- Drastically increased federal spending
- Federal Reserve Act
- Amendment XVII - Direct election of senators
- The Old Right included Harding and Coolidge, who swung the pendulum back to limited government
- FDR and the New Deal legacy
- If there was a Mt. Rushmore for progressive presidents it would have:
- Woodrow wilson
- Franklin Roosevelt
- Lyndon Johnson
- Barack Obama
The History of the Philosophical Foundations of the Conservative Movement
- The Four P’s of a Political Movement
- Philosophers
- Conservative Three-Legged Stool
- Classical Liberals / Libertarians
- Laissez-faire economics
- Traditionalists
- Shocked by the Red Scare, wanted to return to old religions
- Robert Nisbet - “The history of the West since the end of the Middle Ages was the story of decline of intermediate associations b/t the individual and the state. The weakening and dissolution of such ties as family, church, guild, and neighborhood had not, as many had hoped, liberated men. Instead, it has produced alienation, isolation, spiritual desolation, and the growth of mass man. But man cannot live in Hobbesian isolation, and so, to satisfy his longings, he seeks out community eventually, finding it in the totalitarian state”
- Anti-Communists
- Conservative Fusion and the Popularizers
- Buckley, meyer, and Fusionism
- Popularizers
- Human Events : Early Conservative weekly newspaper
- The five tidal waves of conservative media
- Philanthropists
- Building the Movement Infrastructure
- The Funding Fathers
- SO MANY, including Joseph Coors, ULine, Peter Thiel & Paypal
- They wrote a book about it called “Funding Fathers”
- Politicians
Conserving America

MATTHEW SPALDING
Vice-President, Hillsdale College
The Goal of Conservatism
- To recover, to restore, to conserve, and to save our country.
Two Pivotal Periods in America’s Founding
- Between 1775 (Battle of Lexington) and 1783 (Treaty of Paris)
- Between 1785 and 1797 (The Constitutional Period)
Fundamental Rights
- Life, Liberty, Pursuit of Happiness
The Right of the People
- To alter or abolish government when government becomes destructive of its ends. Namely, securing rights.
NO GOVERNMENT POSSESSES RIGHTS, THEY ONLY HAVE LIMITED POWERS
Principles of the Early Progressives
- No absolute truth or first principles
- System based in relativism
- No principle stands the test of time
The beginnings of Conservatism is a Rejection of Progressivism.
The Cardinal Virtue of PRUDENCE
- TRANSLATES ABSTRACT TRUTHS and fundamentals and how we apply them in particular circumstances
The Principles We’re Working to Save
- Equal rights for all, special privileges for none
- Under the laws of nature and nature’s god
- The right to life, liberty & the pursuit of happiness
- The right to property
- Religious liberty
- Legitimate government is based on the consent of the governed
- All government stems from the rule of law
- Our government is a limited constitutional government with delegated powers
Executive Orders

steve bradbury
Distinguished Fellow - Heritage Foundation, General Counsel of the Department of Transportation in the Trump Administration
Executive Order Drafting & Implementation
- Executive orders are a primary means by which the President exercises the authorities he has under Article II of the constitution, under statues or treaties
- Criminal Limitations of Executive Orders:
- Executives Orders must be consistent with the law
- The President does not have the authority to appropriate money or create budgets for executive branch spending
Structure of Executive Orders
- The structure of an executive order is dictated by the Justice Department and the Office of the Federal Register
- Statement of Authority
- The President’s constitutional authority is referenced
- Specific statutes are sometimes referenced
- Policy Statement
- The President’s statement - the reason for the executive order and the direction the president is giving his administration to take on the specific policy area
- May include definitions of relevant terms that need to be defined for the purpose of understanding the directions in the executive order
Executive Order Development and Approval Process
- Initial proposal
- Proposal assigned to the Director of the Office of Management & Budget to coordinate the development of the text
- First draft is written
- Draft is circulated by the OMB Director to all relevant departments, agencies, and offices
- Draft is sent to the Department of Justice Office of Legal Counsel (OLC) to review it for form and legality
- The Office of the Federal Register will review for formatting and typographical errors
- The White House Staff Secretary circulates it to all White House Senior Advisors who have final review and approval authority
- The final draft of the executive order is reviewed by the President
- The President signs the order
- The order is published in the federal register.
How Executive Orders are Used
- Can be used as a public relations document for the incoming administration to set the tone and change direction from the previous administration
- To give direction to agency heads and potentially instruct them to create task forces
- To create enduring frameworks for taking action within the executive branch
Examples of Enduring Executive Orders
- The office of Management and Budget was created by executive order and later institutionalized by Congressional legislation
- Executive Order 12866 to analyze the cost/benefit of regulations issued by agencies
- First used by President Reagan and still used today
- CFIUS - Committee on Foreign Investment in the United States
- Created by President Ford
Other Types of Presidential Action Documents
- Presidential memorandum
- May look a lot like an executive order but it is a less formal document where the president can discuss policy and provide direction requiring action to be carried out by subordinates
- Presidential Proclamations
- Oftentimes ceremonial. For example: ordering American flags to be flown at half-staff
- Presidential Declarations
- Typically, pursuant to a statute that gives the President authority to declare, for example, a state of emergency
- National Security Presidential Directive (NSPD)
- National security versions of an executive order
- Not published in the Federal Register because many are classified
- Looks a lot like an executive order but addresses a national security concern
- The development process of a NSPD is administered by the National Security Advisors Office
- Presidential Policy Directives
- Usually address foreign affairs or national security matters
- Military Orders
Federal Budget

michael duffey
Former PAD for National Security, White House Office of Management and Budget
Budget Concepts such as:
- authorization vs. appropriations
- Authorization: “[An authorization] can establish, continue, or modify an agency, program, or activity for a fixed or indefinite period of time.”
- Appropriation: An appropriations measure provides budget authority to an agency for specified purposes
- The power to appropriate is exclusively a legislative power and functions as a limitation on the executive branch
- An agency may not spend more than the amount appropriated to it and it may use available funds only for the purposes and according to the conditions provided by Congress
- Unauthorized appropriation: an appropriation in the absence of a current authorization, in excess of an authorization ceiling, or for purposes not authorized by law
- discretionary vs. mandatory spending
- Mandatory spending:
- About 65 percent of the federal budget is classified as mandatory spending
- Congress authorizes a program through legislation that both determines its purposes and rules and also sets the funding amount, often through eligibility criteria that establishes who - persons, households, or levels of government - is eligible for what benefit and/or who must pay user fees
- Discretionary Spending
- The annual appropriations bill determines how much funding is made available to each program through one or more accounts and budget line items.
Budget Structure - the Structure and Contents of the Federal Budget
- The budget is organized into a hierarchical structure that includes:
- The first level of organization within the federal budget parses total federal spending into approximately 20 categories known as budget functions
- A function comprises a set of programs that serve a shared purpose or activity such as agriculture, health, or national defense.
- Funding in the federal government ties back to appropriations accounts, which in turn are owned by departments and agencies.
- Each agency conducts its own budget development process. The proposals are submitted to OMB by agency, and the budget chapters are organized by agency.
- Executive branch agencies carry out programs financed through approximately 7,500 appropriations accounts in the federal budget
- Each appropriations account is established by Congress and includes an agency, account name, and specific time frame in which to commit and spend the funding made available through that account.
- A budget line item further subdivides budget accounts often into a particular expenditure, such as program, subprogram, or object class
- The information contained in the President’s budget is based on information submitted by agencies and revised in the executive’s annual budget process to reflect the President’s priorities.
- In summary, the budget provides data and information including:
- The amount, by account, that each agency may obligate the Government to pay (budget authority) and estimates of the payments (outlays) that result from these obligations by agency and account.
- The amount of receipts each agency collects from various sources.
- The resulting surpluses or deficits, which in turn affects the level of the national debt.
Organizations & Stakeholders - The Organization and Stakeholders of the Federal Budget Enterprise and their Role in Budget Development and Execution
- Budget Committees
- The House and Senate Budget Committees are responsible for drafting budget plans for Congress and for monitoring and enforcing rules surrounding spending, revenue, and the federal budget.
- Each chamber introduces its own resolution, which, when jointly agreed to by the House and the Senate, becomes the so called “budget resolution”
- Appropriations Committees
- The United States House and Senate Committees on Appropriations are standing committees within each chamber that are responsible for passing appropriations bills
- Upon submission of the President’s budget request to Congress, the appropriations committees convene hearings with witnesses to review and consider the President’s budget proposal.
- List:
- Agriculture, Rural Development, Food and Drug Administration, and Related Agencies
- Commerce, Justice, Science, and Related Agencies
- Defense
- Energy and Water Development
- Financial Services and General Government
- Homeland Security
- Congressional Budget Office (CBO)
- The Congressional Budget Office (CBO) is a federal agency within the legislative branch that provides budget and economic information to Congress in a strictly nonpartisan fashion
- Office of Management and Budget (OMB)
- The role of the Office of Management and Budget is to manage the process of producing the annual budget proposals of the President for consideration by Congress
- OMB has traditionally had five (recently changed to six) resource management offices (RMOs), organized by agency and by program area.
- RMOs carry out OMB’s central role of assisting the President in preparing the budget, transmitted annually to Congress, and also help supervise each agencies’ administration of law and policy.
- RMOs:
- Assess the effectiveness of agency programs, policies, and procedures
- Review and assess agency funding proposals and policy initiatives
- Help OMB leadership prioritize competing funding demands consistent with presidential priorities and guidance
- OMB splits budget-related work among six RMOs organized by policy/program area:
- National security
- Education, Income Maintenance, & Labor (IML)
- Health
- Natural Resources, Energy, and Science
- Financial Service & Housing
- Homeland Security, Justice, and Transportation
Federal Budget Process - the Outline of Key Events Throughout the Fiscal Year.
- Formulation: during this phase, which starts about a year and a half before the fiscal year begins and ends the following February, the Executive Branch prepares the President’s budget request
- Congressional: This phase starts in late January when the Congressional Budget Office submits its baseline to the Congress
- Execution: After Congress has appropriated funds, OMB RMOs apportion those funds.
- Major Milestones during the formulation phase of the budget process in a normal year:
- Spring: The OMB Director issues a guidance letter to agency heads
- Spring/Summer: Agencies analyze budget issues and options
- July: OMB issues Circular No. A-11 to all federal agencies, which provides detailed instructions for submitting budget data and materials
- Early September: Agencies finalize their budget requests and submit them to OMB
- September to November: OMB staff will review the agency budget proposals
- November: The OMB director recommends a complete set of budget proposals to the President
- First Monday in February: OMB transmits the President’s Budget to the Congress
- The Congressional Phase
- The House and Senate create their own budget resolutions, which must be negotiated and merged into a concurrent resolution.
- Proposed funding is divided amongst the 12 subcommittees of the Appropriations Committees, which hold hearings.
- Each subcommittee is responsible for funding for different government functions such as defense spending or energy and water
- As these bills move through hearings, markups, and Floor consideration, they are constrained by the levels and allocations in the budget resolution and the enforcement of the Budget Act and through House and Senate rules
- Congress sends the approved funding bills to the president to sign or veto
- Execution - once the budget has been enacted and signed by the President, OMB and the federal agencies are empowered to begin executing those funds.
Federal Regulatory Process

David R. Burton
Senior Fellow in Economic Policy, The Heritage Foundation
Basic Rulemaking Structure
- The Administrative Procedure Act (APA) requires an agency to publish in the Federal Register a Notice of Proposed Rulemaking (“proposing release” or NPRM)
- The agency must then receive comments from the public and address those comments in the document releasing the final rule
The Proposing Release Must Contain:
- A summary of the proposed rule
- Information About how to provide comments
- The date by which comments are due (the comment period)
- The statutory authority for the proposed rule
- An explanation of the rule and the reasons for the proposed rule
- An initial regulatory flexibility analysis
- A discussion of the likely impact of the proposed rule on small entities
- An initial Paperwork Reduction Act analysis (If the rule requires the provision of information to the government)
- An office of Management and Budget Circular A-4 compliant cost benefit analysis and other OMB required material
- The actual proposed amendment to the Code of Federal Regulations (CFR)
The Final Rule Must Contain:
- A summary of the final rule
- The statutory authority for the final rule
- An explanation of the final rule and the reasons for the rule
- A discussion of the comments and the reasons why the agency accepted or rejected those comments
- A final regulatory flexibility analysis
- A discussion of the likely impact of the final rule on small entities
- A final paperwork reduction analysis (if the rule requires the provision of information to the government).
- An Office of Management and Budget Circular A-4 compliant cost benefit analysis and other OMB required material
- The actual final amendment to the Code of Federal Regulations (CFR)
- The effective date of the final rule.
Statutory Authority
- Congress provides the agency with the authority to promulgate a rule.
- All rules must point to a statute that grants the agency the authority to promulgate the rule in question
- Political appointees should familiarize themselves with the relevant statutory language in their agency
- Any rule that you choose to promulgate must fall within the statutory authority granted by Congress
What is Considered a Major Rule?
- A major rule is defined generally as one that has resulted in or is likely to result in:
- An annual effect on the economy of $100 million or more;
- A major increase in costs or prices for consumers, individual industries, federal, state, or local government agencies, or geographic regions; or
- Significant adverse effects on competition, employment, investment, productivity, or innovation, or on the ability of the United States-based enterprises in domestic and export markets
Guidance Documents and Interpretive Rules
- Guidance Documents: Agencies have increasingly sought to evade teh APA notice and comment requirements by issuing so-called “guidance documents”
- In principle, guidance documents do not have the force of law
- In practice, however, they do since they inform the agencies’ enforcement posture
- Unfortunately, the Biden Administration revoked a Trump era executive order which required agencies to post all guidance documents to a single, searchable, indexed website
- Interpretive Rules: Under section 552 of the APA, “interpretative rules, general statements of policy, or rules of agency organization, procedure, or practice” are exempt from the notice and comment requirements of the APA.
- So what is an interpretive rule?
- Courts are all over the map when it comes to setting standards and analyzing guidance documents and interpretive rules
- For clarity and certainty of enforcement, prospective conservative political appointees should avoid circumventing the notice and comment requirements by issuing a guidance document or deeming a rule interpretative
- Removing Guidance Documents
- Guidance documents are much easier to remove than rules
- Prospective political appointees should prepare a running list of guidance documents issued during the Biden years, evaluate those documents, and identify which should be withdrawn
- This should be done during the first week of the new administration
- Comment periods and Effective Dates
- The APA imposes no statutory minimum comment period
- Comment periods are generally around 60 to 90 days
- The Biden administration has been criticized for its excessively short comment periods
- The APA requires final rules to be published 30 days prior to their effective date
- Basis & Purpose
- The APA requires a general statement of a rule’s basis and purpose
- You will need to put significant effort into explaining why your proposed rule makes sense from a legal, policy, and economics perspective - this will help ensure the proposed rule will survive judicial review
- Notice, Comments, & Response to Comments
- The APA requires the agency to provide notice and receive comments with respect to legislative or substantive rules
- In your final rule, you need to address the issues raised by these comments
- You do not need to accept the recommendations made in the comments
- You do not need to address each comment separately
- You do need to address legitimate issues and concerns raised by the comments in the final release and explain why you accept or reject the point made in the comment.
- Office of Information & Regulatory Analysis (OIRA)
- OIRA is an office within the Office of Management and Budget
- OIRA plays a crucial role in the regulatory process
- OIRA is one of the few agencies in government that limits the regulatory ambitions of other agencies
- EO 12866 & OMB Circular A-4
- Executive Order 12866
- EO12866 was originally adopted by President Clinton
- It has been amended several times, most recently by President Biden’s Executive Order 14094
- The Biden Executive Order increases the threshold of a “significant regulatory action” from $100 million to $200 million, thus allowing more regulations to pass muster
- OMB Circular A-4
- OMB Circular A-4 lays out in detail how cost benefit analysis should be done and other regulatory requirements
- Again, the Biden administration has proposed amending Circular A-4 in a manner that will let more regulations pass muster
- What you need to know:
- As a political appointee, you must ensure your agency complies with these rules as revised.
- Compliance is not optional
- OIRA has the authority to return a rule to an agency for non-compliance
- Poor cost-benefit analysis is a common reason why courts invalidate rules
- Paperwork Reduction Act (PRA)
- The Paperwork Reduction Act (PRA) was enacted to minimize the paperwork burden for individuals, small businesses, educational and nonprofit institutions, Federal contractors, State, local and tribal governments and other persons resulting from the collection of information by or for the federal government
- Under the PRA, if an agency is going to institute a new information collection requirement, it must place a notice in the Federal Register separate from and before the proposed rule and seek public comment and then later provide notice that OIRA clearance has been requested
- This process typically adds about six months to the overall rulemaking process
- Regulatory Flexibility Act (RFA)
- The Regulatory Flexibility Act of 1980 requires federal agencies to examine the impact of their proposed and final rules on small businesses, small governmental jurisdictions, and small organizations and to solicit the ideas and comments of such entities for this purpose.
- Unfunded Mandates Reform Act
- The Unfunded Mandates Reform Act of 1995 is designed to address federal legislation or regulation that imposes an enforceable duty on state, local, or tribal governments whether that involves costs or impedes those entities’ ability to collect revenue without a corresponding funding mechanism from the federal government
- An agency that may impose such costs must provide a variety of information, including an estimate of the costs being imposed in both the proposing release and the final rule
- Congressional Review Act (CRA)
- The CRA has been used successfully about 20 times
- It is usually used by an incoming Congress and new President to reverse so-called midnight regulations by a previous administration of the other party
- Make sure that your rule is submitted to Congress and the GAO, as required, so that the CRA clock starts running
- Try to get your rule out more than 60 legislative days before Congress adjourns sine die if a new administration might take office so that the disapproval resolution clock will have expired
- Judicial Review
- You should expect that any rule you promulgate will be challenged in a courtroom and draft your rule, the proposing release, and the final release assuming that will happen.
- Five major causes for rules being invalidated by courts:
- The rule is found to be arbitrary, capricious, or an abuse of discretion
- The rule is found to be contrary to constitutional right, power privilege, or immunity
- The rule is found to be in excess of statutory jurisdiction or authority
- The rule is found to be unsupported by substantial evidence
- The rule is found to have been promulgated in violation of some procedural requirement
- 10 Recommendations to be an effective policy maker
- Download and completely read three or four proposed rules and three or four final rules published by the agency or agencies where you hope to work
- Download and read a few proposed rules and final rules from other agencies
- Download and read the section of the Unified Agenda of REgulatory and Deregulatory Actions at OMB that describes the regulatory agenda of the agency or agencies where you hope to hold office
- Read the following: The Administrative Procedure Act, the Regulatory Flexibility Act, the Paperwork Reduction Act, The Unfunded Mandates Reform Act, and The Congressional Review Act
- REad Executive Order 12866, as amended, and OMB Circular A-4
- Download and read the sections in the Office of the Federal Register’s Document Drafting Handbook relating to proposed rules and final rules
- Read the parts of the US Code that relate to the bureaucratic structure of the agency or agencies where you hope to work and the grant of authority ot the agency or agencies where you hope to work
- Become familiar with the statues that govern the general regulatory structure that applies to those whom your agency regulates
- Read chapter three in Project 2025’s Mandate for Leadership
- Read the relevant chapters in mandate for Leadership relating to the agency or agencies where you hope to work
Left-Wing Code Words and Language

Bethany Kozma
Former Deputy Chief of Staff, USAID

Katie Sullivan
Former Acting Assistant Attorney General, Office of Justice Programs, U.S. Department of Justice
The 5 Topic Areas:
- Women, Children, & Family
- It’s bad to teach girls about their sexual parts at a young age
- Girls who get pregnant should not think abortion is an option
- She believes it is good that there is no mention of reproductive rights at G7 development ministerial
- Other words for “abortion” that have been weaponized by the left include:
- “Sexual and reproductive health” (SRH)
- “Reproductive rights”
- “Sexual and reproductive health services”
- “Reproductive health services”
- “Health services”
- “Sexual and reproductive health and reproductive rights (SRHRR)
- “Sexual and reproductive health and rights” (SRHR)
- Trump’s Mexico City Policy prevents abortion rights in other countries
- The left created “She Decides” which was an international movement that actively promoted abortion services and advocacy
- Environment
- Global warming and climate change is a hoax. In the 80’s it was the ice age, then acid rain, then global warming during the Obama administration. Climate change just means seasons.
- If there is a conservative president, they would have to eradicate climate change references from absolutely everywhere.
- The narrator believes that the left uses climate change to scare people out of having children (not true) and it is used for population control.
- Human Rights and Border Security
- The left is always coming up with new “rights”. Conservatives changed the language to “unalienable rights”, which is grounded on our nation’s founding principles
- “Illegal immigration is one of the most devastating challenges america faces today, especially when including human trafficking and illicit drugs
- The left uses “migrants”, “undocumented immigrants” to sound softer. They avoid using the word “alien”. She suggests later in the video that we need to match the law to conservative language in order to win more fights over the narrative.
- One of the narrators alleges that the Biden administration is working with the Mexican cartels to smuggle in illegal immigrants.
- The Gender Cult
- Overblows the fact that sex and gender are different, and says that the left has made gender identity a big deal. She says that we should not use the word “gender”, and should instead use “sex”, “biological sex”, “male”, “female”
- The phrase “sex assigned at birth” is the left’s attempt to change biological fact and enforce their belief that biological sex can change
- Pronouns are stupid, apparently. Don’t use it in email signature blocks, or linkedIn.
- Every political appointee should expect to get pestered by staff for issues like this. The political appointee, no matter what position of seniority, has the job of implementing the president’s agenda
- Gender affirming care should scare parents, it is genital mutilation.
- Equity
- Equity no longer means all men are created equal, the narrator suggest that the left’s equity gives people unfair advantages
How to Identify (and replace) Misguiding Language
-
- Look for OMB guidance (office of management and budget)
- Instruct career employees that you want to be informed of ALL OMB guidance and how it is being implemented internally
- Be aware of HOW career employees reporting to you are implementing the President’s executive orders and OMB directives. Be involved in that process
- Look at guidance documents
- These are a federal career employee’s interpretation of a statute or an appropriation given by congress, or a rule or regulation and how it’s going to be implemented
- A guidance document is NOT binding
- OMB can and should come out with a plan to take down all Guidance Documents that reflect the Biden Administration Agenda
- Read every single executive order
- Be a part of the process that career employees are using to implement executive orders
- Inserting yourself into the implementation process ensures career employees are not inaccurately executing executive orders, thus diminishing the order’s intended purpose and negating positive contributions to the President’s agenda
- Identify and remove unnecessary conditions from preexisting grants
- Beware of existing conditions that fund or otherwise support organizations that are not aligned with the President's policy priorities
- Look for OMB guidance (office of management and budget)
Any “Equity” executive orders are going to be repealed very early in the next conservative administration.
- The next conservative president must make the institutions of American civil society hard targets for woke culture warriors. This starts with deleting the terms sexual orientation and gender identity (“SOGI”), diversity, equity, and inclusion (“DEI”), gender, gender equality, gender equity, gender awareness, gender-sensitive, abortion, reproductive health, reproductive rights, and any other term used to deprive A,mer98cans of their First Amendment rights out of every federal rule, agency regulation, contract, grant, regulation, and piece of legislation that exists.”
Navigating Policymaking

dennis dean kirk
Former Director of the Office, Former Legal Advisor, White House Office of Presidential Personnel Management
It’s Not Your Policy - It’s the President’s
- Surround yourself with people who believe in the President’s agenda, because they will go the extra mile to get it done
- If you are passionate about the policy reform, if you are invested in making it happen, you will be undaunted and unrelenting. You will think creatively about how to get it done
- If you want to work in the next conservative administration, you need to be willing to help implement a dramatic course correction
Background on the Policy Making Process
- There are two principal ways agency policy gets expressed: regulations and guidance documents
- Regulations impose legally binding obligations or prohibitions
- Guidance documents merely explain how the agency will exercise its broad enforcement authority
Process for Agency Regulations
- The process for agency regulations is governed by the Administrative Procedures Act (APA)
- There are two tracks:
- Formal Rulemaking: establishes a trial like hearing process in which a rule is developed (almost never used)
- Informal Rulemaking: a tangle of official steps and requirements (what we are discussing today)
Process for Informal Rulemaking
- Regulations begin with a policy idea that has been put into written form
- Practical Tip #1: If you have to draft a regulation, ask your general counsel for a template and focus on the summary and supplemental information sections which deal with the substance of the rule.
- Major regulations will require White House and interagency consultation overseen by the Office of Information and Regulatory Affairs (OIRA)
- First, the agency will publish a proposed rule for the public to comment upon. Then, after addressing those comments, it will issue a final rule
- Issuing a regulation can take months or even years. Guidance documents can simply be issued as white papers without any such process
Take Down Agency Guidance
- Start with quick victories to build momentum and set the tone
- Your first target should be the low-hanging fruit of liberal agency guidance. For example, DEI initiatives, enforcement policies based on disparate impact theory, etc.
- As guidance, these items can be eliminated simply and immediately
- As you prepare to start work at your agency, peruse their website to identify major policy issues that the agency has addressed via guidance, so you know exactly what to take down on Day 1
- When you get rid of the guidance, do it all at once, not piecemeal. It’s much harder for the opposition to stymie you when they have to fight a multifront war.
Tackle Grant Conditions
- Each year agencies dole out hundreds of billions of dollars in taxpayer money in the form of grants
- These grants go to organizations, states, and corporations and there are strings attached
- The Left is adept and unabashed at using grant conditions to implement their radical agenda
- Conservatives will not win unless we do the same
- Practical Tip: Look for grant conditions within the agency’s Notice of Funding Availability (NOFA) which sets forth the grant conditions and application procedures
- Matters relating to agency grants, contracts or benefits are exempt from the notice and comment requirements of the APA. (See 5 USC 553(a)(2))
- Some agencies voluntarily impose notice and comment procedures on matters relating agency grants
- Typically, the secretary can waive internal agency rules for “good cause,” including this one, but the best strategy is to formally eliminate voluntary application of notice and comment
Practical Tips for Making Policy Changes
- Rule #1: Know when to get into the weeds yourself to overcome obstacles
- You are passionate about implementing the President’s agenda
- Your subordinates will likely not be as passionate and, therefore, will not be as motivated to think creatively to accomplish goals, especially when obstacles stand in the way
- Sometimes you have to do it yourself
- Rule #2: Think bold
- To avoid confrontation and the appearance of being extreme, conservatives tend to make piecemeal changes to policy rather than completely eliminating policy
- Bold solutions are often the most elegant and easiest to architect and justify (bright lines stop you from getting bogged down in gray areas)
- Rule #3: Watch your language
- The way you talk about something affects the way you think about it
- Do not use the Left’s euphemisms in agency documents or communications (e.g. affordable housing vs. low-income housing; gender-affirming care vs. sex change)
- Rule #4: Focus on common sense justifications
- Keep it bold and simple so it can be reviewed faster by colleagues
- It is difficult to argue with a common sense argument
- For this reason, using common sense arguments to justify regulations may be superior to economic arguments
How to Deal with the Inevitable Lawsuits
- Seek injunction bonds
- Federal Rule of Civil Procedure 65(c) requires plaintiffs seeking an injunction to post a bond to pay the costs and damages sustained by the party should it be found later to have been wrongfully enjoined
- Activist groups will have a hard time posting the bonds especially because they might lose the money in the end if the regulation is upheld. But the government has failed to seek injunction bonds
- Insist that, in any policy litigation, your agency demands a significant injunction bond backed by agency economic analysis. If the court refuses to issue the bond, appeal.
- Stop Grantees from suing the agency
- There are numerous cases of grantee organizations spearheading activist litigation to stymie the policy priorities of the agency that gave them money
- Impose a grant condition, barring grantees from bringing policy litigation against the agency
- There will be legal challenges, but it is worth litigating all the way to the Supreme Court
- Be honest about policy justifications
- The Commerce Department lost on the citizenship question in the Supreme Court because their justification was contrived
- Be proud of the policy you are making and don’t be ashamed to proclaim the true reasons
- Remember they’re going to sue you anyway
- Toning it down won’t stop them from suing you
Most Important Quality: High Heat Tolerance
- The most important quality for a political appointee is having a high heat tolerance - being able to stand up to the media and the mob
- To be effective, you must ignore what the Left and the media are saying about you. In today’s climate, that takes real courage
- The secret to steeling yourself is humility.
Know your Enemy’s Tactics
- The Left’s tactic is to become hysterical at any conservative policy change no matter how slight. This accomplishes two things:
- Makes political staff think a policy change is making a big impact when it’s doing almost nothing
- Scares political appointees out of taking bolder action for fear of blowback
- Fight back by teaching the Left the lesson that complaining will make it worse. Replace the criticized policy with something even bolder.
Oversight and Investigations

Michael Ding
America First Legal
Areas of Oversight and Investigation
- Congressional Oversight
- Leveraging Congressional Oversight to further the president’s agenda
- Identify a supportive Member of Congress who can give you the opportunity to better control the narrative (rephrase answers as necessary and provide better context)
- Inspectors General Community & Government Accountability Office (GAO)
- Inspectors General
- Permanent staff within the agency who are responsible for rooting out fraud and abuse within agency operations
- GAO
- Organ of the United States Congress that provides fact-based, non-partisan information that can be used to improve government and identify waste of taxpayer dollars.
- Freedom of Information Act (FOIA)
- A federal statute that lets anyone request records from the federal government.
Common pitfalls and mistakes to avoid
- Do your best to go in with a clean slate
- Clean up your social media
All the agencies under the federal government are governed by certain records retention policies - be sure to follow the policies at your agency.
The casual nature that we use in daily communications is not appropriate for communications within the federal government.
Opposition research is about storytelling; it’s gathering facts and presenting them in a way to tell a story.
Vulnerability Assessment
- Treat your principal like the target
- Approach their vulnerabilities from the site of the opposition.
Keep in Mind How Your Actions and Decisions will Play Out in the Media
Passing New Regulations
Constitutional Authority
- As a regulator you must first answer to the Constitution, to the law and to the President
- It’s the President’s authority that you are ultimately executing
- Our system has moved away from lawmaking where Congress issues the rules, to regulators who issue the rules
- That is how we are governed today, often for the worse
- It is imperative for Conservatives to learn the processes involved in regulating because that is where we could have the biggest impact
What is a Regulation?
- A regulation is little more than a federal bureaucracy interpreting existing statutes, passed by Congress
- Regulations have the force and effect of law
- If there’s any gap, any ambiguity, any conflict that is visible in any federal statute, if Congress empowers an agency to issue regulations, they have the power to fill in all those gaps to resolve the ambiguities
Public Disclosure & Meetings
- Regulatory Agenda: Every federal agency must identify major rules on the horizon and disclose them to OMB who will then share proposed rules with the American public (Spring and Fall)
- 12866 Meeting: In addition to outside parties being able to comment on a rule, they can also request a meeting to discuss a proposed rule. This is made possible by executive order 12866
Administrative Record
- The administrative record is the paper trail that documents the agency’s decision-making process and the basis for the agency’s decision
- The administrative record should include every single resource used when drafting the rule. This could include: policies, guidelines, manuals, articles, books, factual information or data, communications the agency received from other agencies and the public (all comments and all 12866 meeting notes)
- Have a process in place up front that tracks every resource you use.
Overview of the Regulatory Process
- Regulatory agenda
- 12866 meeting
- Drafting the regulation
- Generally internal but pending the topic, could include other agencies
- Internal clearance
- You will likely have to collaborate with several other components within your agency.
- Interagency review
- It is important to have an open exchange within your agency, with other federal agencies, and with the White House to discuss how the policy will be shaped
- Be careful of leaks and do your best to ensure the media does not become involved in those discussions
- NPRM (Notice of Proposed Rulemaking) is issued
- Issuance of the NPRM opens the public comment period
- The NPRM will include:
- The authority Congress has given the agency to draft the rule
- The justification for the proposed rule that identifies why the rule is needed
- The regulatory text
Comment Review
- You must consider every single comment, which means you will need a process!
- You will likely have identical comments submitted by advocacy groups - those can be batched and responded to at once
- You need a mechanism to sort and categorize comments - contractors and career staff can assist with this process
- You do NOT need to address comments that say “I am for” or “I am against” this rule
Tactics of the Left
- The Left will strategize postcard campaigns to flood the agency with comments to make it seem like the public is opposed to the rule
- The left will try to block every rule by going to very liberal judges in hand-picked districts
- To ensure a judge doesn’t immediately block a rule, you CANNOT make a technical mistake in the regulatory process
Technicalities
- When drafting a rule, regulators should:
- Consult the Paperwork Reduction Act (does the rule impose undue paperwork burden for those living under the rule)
- Use Plain language when drafting the regulation
- Consult federal tribes
- Assess the impact on small businesses
- Assess the impact on Federalism
- Assess the impact on families - ensure the rule is helping American families, not hurting them
Arbitrary & Capricious
- “Arbitrary, capricious, an abuse of discretion, or otherwise not in accordance with law.”
- The arbitrary-or-capricious test is used by judges when reviewing the factual bases for agency rulemaking
- Courts can overturn agency rules if they find the underlying rationale or factual assertions to be unreasonable.
Final Lessons
- You must always anticipate what the left will do to trip you up and block your rule
- Their number one tactic is to say you ignored or failed to respond to legitimate arguments. Don’t leave any argument unaddressed!
- Go to regulations.gov and file a comment - it will be beneficial for you to see what it looks like from the commentor’s perspective and for you to familiarize yourself with the process.
- Check to see if you are using any terms that are defined elsewhere in the code
- You can either stick with the default definition of the word or you can draft and submit your own definition
Presidential Transitions

Rick Dearborn
Visiting Fellow, Project 2025, The Heritage Foundation

Ed Corrigan
President and CEO, Conservative Partnership Institute
The History of the Presidential Transition Act
- The conversation emphasizes the historical context of presidential transitions, mentioning the Transition Act established in 1963 following the assassination of John F. Kennedy.
- The 2000 election between George W. Bush and Al Gore prompted further legislation to enhance the transition process, ensuring national security and government continuity.
Finding Individuals
- The speakers discuss the importance of finding qualified individuals who genuinely want to serve in the administration during the transition process.
- Ed Corgan shares his experience managing ten departments focused on domestic policy, emphasizing the need for personnel aligned with the president's values and expertise.
- Transition teams prioritize filtering recommendations from campaign allies and organizations to identify suitable candidates for political appointments.
- Rick Dearborn describes the organization of transition meetings, where candidates for key positions are presented to the president-elect.
- They encourage job seekers interested in serving in the administration to engage early in the transition process, highlighting various roles available.
- The transition involves different components, including agency action, policy formulation, and congressional affairs, all critical to establishing a new administration.
- Dearborn elaborates on the agency action team, which develops operational blueprints for government agencies under the new administration.
- Corgan emphasizes the importance of having a strong network and recommendations for political appointments, comparing it to job searching in the private sector.
- The conversation underlines that each political appointment is like a mini-campaign, requiring advocates to support candidates effectively.
Complexities of Political Appointments During the Transition
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Networking is Crucial: Politics relies heavily on relationships and connections. Building a network of supporters who can vouch for you is essential, especially when seeking positions within a new administration.
-
Political Appointments: Positions like PAS (Presidential Appointments, Senate confirmed) require navigating the Senate confirmation process, which can be lengthy. Having connections with senators or their staff can facilitate this process.
-
Landing and Beachhead Teams:
- Landing Teams: These teams enter departments before inauguration to receive briefings and understand existing operations. They help prepare for the transition by cataloging ongoing initiatives and establishing connections with career staff.
- Beachhead Teams: They come in closer to inauguration and focus on implementing plans while waiting for political appointees to be confirmed. They work with career staff to ensure continuity in operations.
-
White House Liaisons: These individuals play a crucial role in connecting departments with the White House and are influential in personnel decisions.
-
Getting Involved: Engaging in the transition process, whether through a landing team, beachhead team, or other roles, is a strategic way to position yourself for future opportunities in the administration.
Key Takeaways
-
Understanding Transition Phases: The transition process involves several phases, starting with informal engagement during the campaign, followed by structured roles in the transition team after the election. Each phase provides opportunities to build connections and gain experience.
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Diverse Opportunities: Many positions, including Schedule C roles (political appointees that don’t require Senate confirmation), are crucial in the administration. Exploring various departments based on personal interests can lead to fulfilling opportunities.
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Importance of Engagement: Getting involved early, especially in Beachhead teams, can be advantageous. Early involvement helps establish relationships and understand departmental operations, which is beneficial once formal appointments are made.
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Vetting Process: The vetting process for political appointees includes background checks and scrutiny of social media. Being mindful of public statements and online presence is crucial for those looking to serve in government.
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Building a Supportive Network: Support for the president-elect is essential. Engaging in the transition process and demonstrating dedication to the administration's goals can help individuals position themselves for future roles.
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Commitment to Public Service: Ultimately, a career in government is about serving the public good. Having a genuine interest in the work and a commitment to solving problems for citizens can be incredibly rewarding.
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Structured Teams: Transition teams are organized into various groups, including policy teams, public relations, and congressional relations. Each plays a critical role in shaping the incoming administration’s approach and priorities.
Social Media Messaging

ben friedmann
Former Deputy Assistant Secretary for Digital Strategy, U.S. Department of State, Bureau of Global Public Affairs
Best practices in Social Media to Advance Policy
- Recommendations for operating effectively within a government agency
- Building your toolkit food managing social media output
- Principles to guide your content creation process
Part I - Recommendations for Operating Effectively Within a Government Agency
- Find and empower your allies in the civil service
- Identify smart, motivated civil servants who are eager to support your work
- Limit the influence and involvement of those who are going to hurt morale or hinder the quality or volume of output
- Convey your policy priorities internally
- Whether civil service employees do not agree with the President’s policy or they simply do not understand it, you MUST properly train them to articulate policy - explain the what, the how, the why
- Create externally shareable talking points, quotes, and other approved messaging material that are accessible to everyone on the team
- Seek continual feedback
- Hold weekly 1:1 meetings with senior staff
- Use the SWOT analysis to encourage individuals to assess and collaborate on the team’s strengths and weaknesses
- Send an end of week email to staff to highlight key priorities, share accomplishments, and give some positive shout outs
- Get support and buy in from leadership
- Career civil servants can be adamant about operating within their hierarchy
- The most effective tool against bureaucratic pushback is to have the support of political appointees higher up the ladder
Part II - Building your Toolkit for Managing Social Media Output
- Approval process
- Document your team’s approval process in detail
- Keep it as lean as possible, to not slow down or complicate getting content out the door
- Everyone in the organization should have a copy of the approval process and confirm their understanding
- Create an agency-specific style guide
- This is one of the most valuable tools for making sure your content is visually consistent
- Your style guide should include everything from the fonts to the color palettes, logos, and icons that are most commonly used by your organization and guidelines for how to use them.
- Template your creatives
- Create social media graphic templates that align with your style guide and fit almost every possible messaging use case
- This will revolutionize the speed and consistency of your social media output AND make your messaging more effective
- Create a Content Calendar
- Populate your calendar a year out with any well-established events, anniversaries, or holidays
- Allocate sufficient time to properly execute social media campaigns. It may take several weeks to produce and approve high quality videos, graphics, and landing pages
- It is very hard to do high production value work at the last minute! Avoid these fire drills!
- Be wary of scheduling posts
- You do not want to accidentally put out content that is outdated or tone deaf based on events that have taken place since the scheduling was set
- Take advantage of collaboration tools
- Identify a collaboration tool for instant communication between teams as well as a place for shared documents
- Make sure all necessary contributors are included on these platforms
- Create a Pre and Post-Production Checklist
- Errors in social media posts have often attracted the attention of the national media. Proofreading is critical to prevent distracting or embarrassing news coverage
- Pre-publishing protocol
- Check the handles
- Check the links
- Proofread for spelling and grammar three times
- Publish
- Post-publishing protocol
- Click the handles on the live post
- Click the links on the live post
- Reread for spelling and grammar three times
- Define Success and Select Metrics to Measure Success
- Design a simple report that the team can pull every week that will allow you to:
- Compare the metrics to your definition of success
- Compare performance over previous weeks
Messaging Best Practices
- Message for the medium
- What works well on one social media platform is going to be different in both minor and significant ways from what works well on other platforms
- Competitive Advantage
- What information or access do you have that differentiates your account from everyone else?
- Leveraging these areas and others can make your accounts indispensable for those who want to be in the know
- Test and iterate
- Don’t get complacent with your content
- Think strategically about what large or small differences could have an impact on how audiences engage with your accounts
- Keep your eyes on the horizon
- Whether they are in your sphere or an entirely different one, pay attention to which accounts are building audiences and shaping narratives
- How can you learn from these accounts and bring those best practices back to the platforms that you manage
- Make it Brag Worthy
- Be proud of the content you create!
- If you or your team are not proud of the content being produced, you may not be operating at your fullest potential
- Do no harm
- If you're joining the administration to increase your follower count, you're the wrong person for the job
- You are there to deliver a message for the president
- An off message or offensive post from a juror staffer with a small following could capture far more media attention than the accounts and content that your team is working to amplify
Staffing an Office

jeff small
Former Senior Advisor to the Secretary, US Department of the Interior
How to Staff Your Principal
- Effective Strategies for Staffing Your Principal:
-
- Know the preferences and expectations of your principal
- How quickly do they expect you to respond to a text or email?
- What format do they like their schedule in?
- What format do they like briefing papers in?
- Know the preferences and expectations of your principal
-
- Remember: expectations cannot be met if they are not adequately communicated.
- Always anticipate their needs
- What can you do to make their day and their job easier?
- What can you take off their plate?
- Know the schedule and be able to adapt quickly to changes
- Memorize the schedule - make sure your phone is charged and always have the calendar at the tip of your fingers
- Preparation and organization are critical, but in politics things don’t always go as planned
- You may not be the scheduler, but you need to be able to think on your feet and find quick solutions
- Know the President’s agenda and your agency’s policy priorities and initiatives.
- You need to be able to articulate recent wins for your principal, the agency, and the administration
- Staffing your principal during onsite meetings
- Do your research and obtain pertinent background information on all meeting attendees and the organization(s) they represent
- Include this information in a clear and concise briefing memo for your principal
- Be the first person to greet meeting attendees/guests upon their arrival
- You are a direct representation of your principal, so make a good first impression!
- Update the scheduler and let them know when meeting attendees are in place and ready for your principal
- Use small talk to make your principal and the Administration look good! (Highlight policy accomplishments)
- Actively take notes during the meeting - if your principal says your office will do something, write it down, task it out, and follow up with the meeting attendees.
- Staffing your principal at events
- While in the car with your principal, let them set the tone and initiate conversation
- Always be at your principal’s side
- Know the names of the people who will be interacting with your principal
- Ideally you should know where they met or the last time they interacted
- Have plenty business cards on hand (yours and your principal’s)
- Take notes on conversations and be sure to follow up on actionable items
The Administrative State

Paul Ray
Former Administrator of the Office of Information and Regulatory Affairs, Office of Management & Budget
Laws vs Regulations
- Laws are enacted by Congress
- Regulations are issued by agencies
- Guidance is issued by agencies but does not carry penalties for violation
- Guidance is agency advice
- Regulated parties often want to stay on their regulator’s good site, so they follow agency guidance
What is an Agency?
- An agency is an arm of the Federal Executive Branch - the branch headed by the President
Non-Regulatory Agency Activities
- Enforce the law
- Adjudicate cases
- Make loans and grants
- Conduct scientific research
- Manage public buildings and land
- Carry out foreign relations
- Conduct espionage
- Anything else you can think of
Overview of Agencies & Commissions
- There are 19 cabinet-level agencies
- These tend to have tens or hundreds of thousands of employees
- There are many sub cabinet-level agencies. They include:
- Securities and exchange commission (SEC)
- Federal Communications Commission (FCC)
- The president appoints agency heads with the advice and consent of the Senate
- Cabinet secretaries can be fired at the President’s discretion
- Many heads of commissions are protected by statute
Regulatory Authority
- An agency’s regulatory authority comes from and is limited by Congress
- Regulatory decisions can come from the agency or from the White House
- It is likely to come from the agency if the regulation is run of the mill
- It is likely to come from the White House if the regulation is high profile or implicates one of the President’s policy priorities or campaign promises
Why Regulators Regulate
- They see a problem they think they can fix
- What counts as a “problem” in need of fixing may be viewed differently by the agency than by the individuals living and working under a newly imposed regulation
- Because agency staff often have different interests and perspectives from the people they regulate, they may, even with the best intentions, issue regulations that are not best for the people
Factionalism
- Factionalism is the use of government power to favor some citizens at the expense of others
- Factionalism was one of the primary concerns of Founders like James madison
- Factionalism leads to tyranny by rendering some citizens mere instruments for the good of others
- The legislative process is designed to tame factionalism
The Problem with the Administrative State
- “[Under bureaucracy, men] become mere cogs in a machine that carry out the decisions of others rather than deliberating and deciding for themselves. They are thus excluded from an important aspect of human thriving.”
Problems of the federal regulatory system
- It allows rulemaking by agency staff who do not share the interests and perspectives of those who must live under their rules
- It allows the president to engage in factionalism, pitting Americans against each other
- It forecloses opportunities for Americans to thrive by contributing their initiative and practical wisdom to building up their communities.
Solutions to the problem
- Officials should be sure to adopt the perspective of the people when regulating
- Officials should hew carefully to the law when issuing regulations
- Officials should ask whether the substance of the document they intend to issue is regulatory (does it tell the public what they must or must not do)?
- If yes, then issue a regulation NOT agency guidance
- It is absolutely essential that each and every regulation serve the interests of the American people as a whole
- Within the bounds of the law, executive appointees must carry out the decisions of the President about regulatory policy
The Art of Professionalism

Chris hayes
Careers Coordinator, The Leadership Institute

karoline leavitt
Former Assistant Press Secretary, The White House
Characteristics of a Professional
- Competence
- Whatever your job description is, your boss is relying on you to do that on time and with excellence
- Knowledge
- Professionals are committed to becoming experts in their field and they share that knowledge with others
- Different types of knowledge:
- Institutional knowledge: As you work weeks, months and years in an administration you acquire more institutional knowledge over time
- Day to day knowledge: Knowledge or information about your specific job that is immediately available to you.
- Conscientiousness & Integrity
- Do what you say you’re going to do. Be reliable
- Own your mistakes
- Respect & Emotional Intelligence
- Treat other people with respect and treat yourself with respect
- Carry yourself as though you are someone who deserves to be where you are.
- Avoid having a negative emotional response in stressful situations. Instead, take a deep breath and execute your job to the best of your ability
- Confidence & Appropriateness
- Strike the balance between contributing and dominating
- Whether you are getting coffee with a coworker, at work happy hour, or at a conservative movement event, always behave professionally
- Confidence is key - You are here for this moment; you were chosen and hired for this position, and that qualifies you to be here
- Your boss
- Attitude - Always go to your boss with the appropriate attitude
- Anticipate - Know what your boss needs from you even before your boss has thought to ask it of you.
- Make your boss’s life as easy as you possibly can
- Approach your boss when necessary:
- When there is information that you need to bring to their attention
- When you are finishing a project
- Being a good colleague
- You can be a team player and a leader at the same time
- Being a servant leader is the best kind of leader, and it’s also the best kind of colleague
- Being a good boss
- As a manager, there will be a million variables coming from multiple directions
- Be cool, serene and calm
- What you put out is what you get back
- Treat your staff with respect and foster team camaraderie
- Encourage all of your employees to be their best selves
The Federal Workforce

Spencer Chretien
Associate Director, Project 2025

Kaitlin Stumpf
Senior Job Bank Associate, Heritage Foundation
Project 2025 is Organized into Four Pillars
- Pillar #1 - Policy Book: Outline a conservative vision of success
- Pillar #2 - Personnel Database: Identify and recruit the best talent from Across America
- Pillar #3 - Prepare political appointees to be ready on Day 1
- Pillar #4 - Playbook: Game Plan for each federal agency through first six months
Presidential Appointment with Senate Confirmation (PAS)
- Created by statute
- Salary set by law
- Top tier of political appointments
Presidential Appointment Without Senate Confirmation (PA)
- Senior Level Positions, including jobs within the executive office such as senior White House aides. Example: US Treasurer
Schedule C
- Refers to excepted Federal service that is confidential or policy-setting in nature
- Schedule C appointees are generally the largest category of political appointees
Senior Executive Service (SES)
- Established in the 1970s under President Carter
- Provides a set number of well-qualified executive positions in government, above the normal federal civil workforce
The December 2020 Plum Book
- 1118 PAS positions
- 354 PA positions
- 724 non-career SES positions
- 1566 Schedule C positions
- Total: 3762
The Office of Presidential Personnel (PPO): What do they do?
- Identify, recruit, and evaluate candidates for all political appointments and nominations across the government
The Office of Presidential Personnel (PPO): What do they do?
- Set HR policy for all Federal employees
- Decide on the number of political appointees
- Determine what positions, if any, are reserved for career federal employees - and why.
- Determine which federal employees are considered “essential”
- Under what authority should non-career federal employees be hired?
- Govern the process for converting a Schedule C political appointee into career federal civil servant
Time Management for Appointees

Katie Sullivan
Former Acting Assistant Attorney General, Office of Justice Programs, U.S. Department of Justice
The 5 Areas of Time Management this Training Will Cover
- The First Month
- Empower your political staff
- Stack the deck in your favor
- Learn your agency and become familiar with your office
- Find out how to prepare for meetings and what is expected of you in the FIRST meeting. This will save you time down the line!
- Start to read executive orders - even if your principal has not arrived
- Meet with senior career staff - keep initial meetings to 20-30 minutes
- Effective Communication
- Communicate preferences, policies and internal direction clearly from the beginning (if you’re a senior staff member) and ask questions (if you are junior staff member)
- Everyone has a preferred process to learn
- So much time is wasted when staff are guessing what the principal wants.
- Set deadlines and communicate them!
- External Meetings
- Other agencies
- If you are headed to a different agency, the same vetting rules apply - know who you are meeting with, get their bio and what their office does
- Conferences
- It is very important to take these opportunities to highlight the great work of the President
- Set up as many meetings as possible with grant recipients and agency funded programs
- Congress
- Your visits to Congress will usually be handled through your Office of Legislative Affairs
- Your time commitment is really preparation
- Internal Meetings
- Meet with senior career staff on a regular bases - keep meetings to 45 minutes
- Junior staff should put together a meeting agenda for all meetings
- Meetings should ALWAYS be forward looking - how is your office advancing the presidential agenda?
- If a topic starts to monopolize the time, set it aside and schedule a separate meeting for staff who are interested
- If stakeholders or other people from outside the government are coming in for a meeting, be sure there is a thorough vet of the individuals and their organization
- Document Review
- Reviewing and editing documents for external release and internal use is perhaps the most important task you will have while in the Administration
Working With Congress

James braid
Former Political Appointee, Legislative Affairs, Office of Management & Budget - Currently serves as the legislative director for JD Vance

hugh fike
Former Political Appointee, Legislative Affairs, Office of Management & Budget
Legislative Affairs 101
- The role of executive branch legislative affairs is to influence the operation of the “machine” that is Capitol Hill and to ensure the President’\s agenda is considered as favorably as possible.
- Three marching orders for executive branch legislative affairs:
- Develop staff relationships
- Develop principal relationships
- Know the members’ issues
Staff Relationships
- Know what House and Senate committees have direct legislative jurisdiction over your agency’s policy areas.
- Make a list!
- Take the time to set up introductory meetings with committee staff and personal office staff
- During these meetings, make sure you have their correct contact information, especially a phone number.
- Maintain your records! Keep a record of what you have done for a member, the different asks they have, etc.
- This will serve as the basis for building a legislative strategy
Principal relationships: Congressional Testimony & Hearings
- If you have an adversarial congress, you can almost guarantee your boss will be brought before a Congressional committee
- Prior to a hearing or testimony, meet with members and staff to:
- Suggest questions for committee members to ask your principal that highlight the work of the member and the agency/administration.
- Prepare for more difficult questions that might be tougher to navigate
- Ensure members will be present. It is extremely important to have members on your side to give your principal a break from hostile questioning
- Principal to principal meetings also serve as an opportunity to highlight how the agency’s work directly affects the member’s constituency
Know the Member’s Issues
- In legislative affairs, you are trying to find a champion to not only support the administration’s priorities when the decision is in front of them, but to proactively advocate and advance those priorities
- Have a running list of major priorities for each member. Resources to use:
- congress.gov (especially the media tab).
- The latest version of “The Almanac of American Politics.”
- All press releases from the member’s office
- The member’s weekly or monthly newsletter
- Find a way to highlight how the agency’s work is directly affecting the member’s constituency
Working With the Media

Alexei Woltornist
Former Assistant Secretary (Public Affairs), U.S. Department of Homeland Security
Self Ownership
- Do not seek approval from the media
- Don’t take the job in hopes of securing a high-profile job after
- You are entering into public service
- You are there to serve the American public and the President they elected
- Your job is to implement the president’s agenda and disseminate information to the public.
- Done right, you will GIVE more than you will get back.
Realize Your Place in the Process
- The BEST communicators in a presidential administration are often unnamed
- ALL positions are equally important in running an effective communications operation
- More than likely, you will be behind the scenes and not in front of the camera.
Credibility is Key - it is imperative to remain credible through your tenure.
Duties You Should Be Fulfilling
- Effectively communicate regular government functions
- Implement the President’s agenda
- This is what makes us a republic.
- Political appointees exist to be the direct will of the people in implementing the President’s agenda.
- It is not “political work” to discuss what the president campaigned on
- Political appointees have the power to decide what should be communicated to the public, NOT career government officials
- Political Appointees should NOT be reporting to career government officials.
How the Media Works: Understanding the Media and What Their Interests Are
- Two Types of Media
- Legacy media: New York Times, Washington Post, cable news networks (ABC, CBS, NBC)
- Political or Partisan Media: The Federalist, The Daily Caller, The Washington Free Beacon, The Daily Signal
- Remember:
- The American people read all kinds of outlets
- Different kinds of Americans read different kidneys of outlets
Legacy Media
- Legacy media is a multi-billion dollar industry
- Their premise for making money is to capture your attention with salacious content
- Unfortunately, some communicators will prioritize building relationships with legacy outlets and try to get their approval by leaking.
- Legacy outlets will try to convince you to trade in your access and your promise to implement the President's agenda so they can get their next headline
- Don’t let legacy media outlets convince you that conservative media is second tier media
- The American people read ALL KINDS of outlets
Conservative Media
- The American people deserve to know what’s happening
- Conservative media outlets can and will factually cover what is occuring
- Keep in mind the resource disparity - Legacy media have access to a multitude of resources whereas conservative media often run on a smaller scale
- Giving conservative media a heads-up and embargoing information will assist them with resource allocation
Tactics to Communicate with the American People
- Tactic #1: Press Releases
- Communicators are not JUST distributors of information
- Communicators should be in the driver’s seat, crafting messaging and bringing in key insights on how the information at hand is implementing the President’s agenda
- Tactic #2: Background Calls and Off the Record Discussions
- Give access to higher ranking officials in order to condition coverage in the long term
- Assist mainstream outlets in better understanding the issue so they can be more factual
- Assist conservative outlets in recognizing how the issue ties in with the President’s agenda
- Remember:
- Reporters need to know that you are a gatekeeper and that you are helping them to do their job
- Create an incentive structure where they want to come to you rather than go around you
- Tactic #3: Responding to Inquiries from Reporters
- Reporters will ask for a comment and communicate an urgent deadline - those stories are largely already written and your effect is going to be minimal
- Ask Good Questions:
- Is there any fact that I can provide to you that would convince you that your narrative is incorrect?
- What are the facts as you understand them?
- Who else have you spoken with about this story?
- How did you come to your conclusions?