SAIS has developed resources for outgoing heads, incoming heads, boards, and other departments in the school community for reference during a leadership transition. This checklist is a simplified version of those resources. You may access the full list at

In developing this guiding document, SAIS consulted with heads and other key school leaders who have recently experienced a leadership transition. They were asked to review existing items and contribute additional items from their transition experience. This will be an evolving checklist for schools planning or working through a head’s transition.