First month

Proposed briefing schedule

Day 1 suggested activities

Swearing-in ceremony for new ministers/meet the Commissioner

• Receive transition briefing material

Welcome to the Agency

• Meeting with the Commissioner and Deputy Commissioner
• Office orientation and administrative decisions, including establishing staff and other logistics
• Discuss briefing plan – overview of proposed plan for the coming week/month

Week 1 suggested activities

Briefing, Introduction to the CRA

• Presentation of overview deck and discussion with the Commissioner and Deputy Commissioner

Settling in

• Email to all CRA staff from the Minister
• Approval of biography and photograph
• Approval of signature and letter templates
• Finalizing office logistics
• Other demands on Minister’s time (e.g., cabinet business, parliamentary affairs, and constituency office)

Administrative briefings

• Protection of taxpayers information – Section 241, Income Tax Act
• Security briefing
• Ministerial authorities and delegations
• Technical briefing on the expenditure management cycle and CRA budget

Transition briefings

• Briefings on the first 60 days decisions
• Briefings on important issues

Week 2 suggested activities

• Corporate and thematic briefings, including branch overviews
• Briefings on important issues
• Briefings on first 60 days decisions
• Chair of the Board of Management (briefing/arranged call)
• Taxpayers' Ombudsperson (briefing/arranged call)
• Meet and greet with the Agency Management Committee members
• Briefing on the litigation forecast

Week 3 suggested activities

• Agency briefing on ministerial advisory bodies
  1. Advisory Committee on the Charitable Sector
  2. Disability Advisory Committee
  3. Independent Advisory Board on Eligibility for Journalism Tax Measures
• Question Period preparation
• Spokesperson training
• Cabinet Affairs at the CRA – Introduction
• Communications briefing
• Briefing on tax filing season