Presidential Transition Phases 1 & 2

Charting the journey from selection to strategic stability in a university presidency.

Reference: Varlotta, L. E. (2025). Phases 1 & 2 of a University Presidency: The Transition.

Phase 1: President-Elect — “I Don’t Know You; You Don’t Know Me”

Timing

Begins the moment the institution publicly announces its next president and concludes on the new president’s first official day in office.

Description

This stage is one of quiet discovery and careful observation. The president-elect refrains from making official decisions, honoring the guiding principle that a university has only one sitting president at a time. All discussions with future colleagues should be coordinated with the current president or the board chair.

Common Activities (Learning Period)

  • Review all publicly accessible materials (websites, social media, news releases).
  • Request key internal documents (budgets, accreditation reports, enrollment plans, debt summaries).
  • PTP Support: Rely on the Presidential Transition Partner (PTP) to review, annotate, and summarize complex documents.
  • Maintain a running list of emerging questions to guide early conversations and identify vulnerabilities.

Real-Life Example

A president-elect facing heightened accreditation scrutiny studied all recent documents and mapped potential focus areas before her official start, ensuring immediate readiness for the external peer review team.

Phase 2: The New President — “Getting to Know You, Getting to Know Me”

Timing

Typically encompasses the first 12–18 months of the presidency, though the "new" leader view may extend up to two years.

Description

Often described as the “honeymoon period,” this phase is marked by high goodwill and curiosity. It is the critical time to listen, learn, and begin building trust with constituents before implementing any significant changes.

Common Activities (The Honeymoon Period)

  • Conduct a listening and learning tour, meeting stakeholders in their own spaces (on-campus and virtual).
  • Attend numerous receptions and community gatherings with alumni, donors, and local leaders.
  • Utilize a “knowledge escort” (like the PTP) for introductions and context.
  • Assess the senior leadership team's commitment and capability to lead future transformation collaboratively.

Real-Life Example

A new president launched the "Possibility Fund," a small-scale fundraising campaign providing $500–$2,500 mini-grants for innovative projects, successfully fostering creativity and building early, visible trust.

Frequently Asked Questions

Reference: Varlotta, L. E. (2025). Phases 1 & 2 of a University Presidency: The Transition.