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Use the Agency Transition Creative Assignment Transfer Plan Template to plan the handing over of creative work from one agency to another.

Leverage the Agency Onboarding Checklist to ensure the onboarding process runs smoothly.

Review the Agency Onboarding Framework to understand the best practice process recommended for onboarding your new agency partner.

Review the Agency Transition Model to understand the best practices required to transition from one agency partner to another.

 Use the Agency Transition Assets Acquisition Database to collect and track all of the assets you will need to have transferred over to your new agency partner.

Use the Agency Compensation Audit Template to help guide your organization's review of the compensation model and approach used with an agency partner.

Leverage the Agency Transition Termination Notice Letter Template to send a letter to your existing agency partner notifying them about the end of your relationship, and beginning of the transition process.

Use the Agency Transition Transfer Meeting Agenda Template to set up a successful transition meeting between your old and new agency partner.

Use this template to outline, summarize, communicate and track alignment with your agency partner including status of compensation goals.

Use the Agency Compensation Evaluation Checklist to understand which agency compensation model is the strategically best approach for your organization's needs.

Leverage the Agency Compensation Negotiation Checklist to help your team while negotiating the compensation agreement with an agency partner.

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A guide to help you evaluate the performance and alignment of agencies with your company.