Onboard & Offboard: Product

[smsada]

Overview

We need to have a checklist of items to do when a product manager onboard and offboards so that the process can be consistent and fast.

Date Updated

2022/3/11

Action Items

• [ ] Check to see if the org template for this process has new steps in it, and if it does, update this issue and its template with content and add the last date you updated the template below
• [ ] Copy template to comment below
• [ ] Add name of person
• [ ] Check off as done

#### Onboard
- [ ] Slack channel membership
  - [ ] #civic-tech-index
  - [ ] #cti-pm
- [ ] Add to Google calendar invites
   - [ ] Sundays 9-10AM PST PM meeting
   - [ ] Monday 6-8PM PST All-team Stand-up
   - [ ] Thursday 6-7PM PST All-team Stand-up
- [ ] Add to team page on Wiki
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Restricted Drive
   - [ ] Add to restricted drive if they work directly with developers for testing or require access to keys/tokens and automation scripts
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
     - [ ] HFLA People Page
     - [ ] CTI People Page
  - [ ] Check for 2FA and note in roster
     - [ ] HFLA People Page
     - [ ] CTI People Page
- [ ] GitHub
     - [ ] Add name to profile
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Civic Tech Index - PM
       - [ ] Civic Tech Index - Design
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] civictechindex@hackforla.org
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Train how to 
   - [ ] login to team email account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] Sundays 9-10AM PST PM meeting
   - [ ] Monday 6-8PM PST All-team Stand-up
   - [ ] Thursday 6-7PM PST All-team Stand-up
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Civic Tech Index - PM
       - [ ] Civic Tech Index - Design
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Remove from Restricted Drive
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] civictechindex@hackforla.org
   - [ ] civictechindexdesign@hackforla.org
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

• 1password.com
• Google Drive
• Team Roster
• Check public and 2FA at
  • HFLA people page (Note: May be different for CTI)
  • CTI's people page
• GitHub Team
  • base (read)
  • write
  • maintain
  • [triage] - Don't exist
  • admin
• WIKI team page: https://github.com/civictechindex/CTI-website-frontend/wiki/The-Team
• Civic Tech Index Figma
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members
  • Add new FB Page Admin
• Socials
  • Instagram
  • Facebook
  • Twitter
  • Github

  • CTI Social Media Assets

    org template updated 2022-02-23 Changelog

[smsada]

Onboard Sean 2022-03-13

• [x] Slack channel membership
  • [x] #civic-tech-index
  • [x] #cti-pm
• [x] Add to Google calendar invites
  • [x] Sundays 9-10AM PST PM meeting
  • [x] Tuesday 6-8PM PST All-team Stand-up
  • [x] Thursday 6-7PM PST All-team Stand-up
• [ ] Add to team page on Wiki (Our team uses the HFLA website and it is out of date)
• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Restricted Drive
  • [x] Add to restricted drive if they work directly with developers for testing or require access to keys/tokens and automation scripts
  • Working with Fang to get automation going
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
    • [x] HFLA People Page
    • [x] CTI People Page
  • [x] Check for 2FA and note in roster
    • [x] HFLA People Page
    • [x] CTI People Page
• [x] GitHub
  • [x] Add name to profile
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [x] Add to read vault
    • [x] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [x] acceptance
• [x] 1password
  • [x] invitation
  • [x] acceptance
  • [x] add to vaults
    • [x] Civic Tech Index - PM
    • [x] Civic Tech Index - Design
    • [x] Zoom vault
• [x] Add to email address(s)
  • [x] civictechindex@hackforla.org
• [x] Social Media Accounts with role assignment
  • [x] Facebook
• [x] Train how to
  • [x] login to team account
  • [x] setup chrome shortcut for adding to desktop
  • [x] use zoom spreadsheet, vault and accounts
  • [x] calendar invite

[smsada]

Onboard Kevin 2022-3-14

• [x] Slack channel membership
  • [x] #civic-tech-index
  • [x] #cti-pm
• [x] Add to Google calendar invites
  • [x] Sundays 9-10AM PST PM meeting
  • [x] Tuesday 6-8PM PST All-team Stand-up
  • [x] Thursday 6-7PM PST All-team Stand-up
• [ ] Add to team page on Wiki (Our team uses the HFLA website and it is out of date)
• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Restricted Drive
  • [x] Add to restricted drive if they work directly with developers for testing or require access to keys/tokens and automation
  • Not currently working with Github API keys or working on a script with Developers

• [x] Roster

  • [x] Send link
  • [x] Team member adds themselves

  • [x] Check for Public and note in roster

    • [x] HFLA People Page

      Not Public in HFLA page

      
    • [x] CTI People Page
  • [x] Check for 2FA and note in roster
    • [x] HFLA People Page
    • [x] CTI People Page
• [x] GitHub
  • [x] Add name to profile
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [x] Add to read vault
    • [x] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [x] acceptance
• [x] 1password
  • [x] invitation
  • [x] acceptance
  • [x] add to vaults
    • [x] Civic Tech Index - PM
    • [x] Civic Tech Index - Design
    • [x] Zoom vault
• [x] Add to email address(s)
  • [x] civictechindex@hackforla.org
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [x] Train how to
  • [x] login to team email account
  • [x] setup chrome shortcut for adding to desktop
  • [x] use zoom spreadsheet, vault and accounts
  • [x] calendar invite

[kevindphan]

Onboard Briana 3-14-2022

• [x] Slack channel membership
  • [x] #civic-tech-index
  • [x] #cti-pm
• [x] Add to Google calendar invites
  • [x] Sundays 9-10AM PST PM meeting
  • [x] Monday 6-8PM PST All-team Stand-up
  • [x] Thursday 6-7PM PST All-team Stand-up
• [x] Add to team page on Wiki
• [x] Google Drive
  • [x] Add to drive as Manager
• [ ] Restricted Drive
  • [ ] Add to restricted drive if they work directly with developers for testing or require access to keys/tokens and automation scripts
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [ ] Check for Public and note in roster
    • [ ] HFLA People Page
    • [ ] CTI People Page
  • [ ] Check for 2FA and note in roster
    • [ ] HFLA People Page
    • [ ] CTI People Page
• [x] GitHub
  • [x] Add name to profile
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] Civic Tech Index - PM
    • [ ] Civic Tech Index - Design
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] civictechindex@hackforla.org
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [ ] Train how to
  • [ ] login to team email account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[maxskewes]

Onboard Max 3.21.22

• [x] Slack channel membership
  • [x] #civic-tech-index
  • [x] #cti-pm
• [x] Add to Google calendar invites
  • [ ] Sundays 9-10AM PST PM meeting
  • [x] Monday 6-8PM PST All-team Stand-up
  • [x] Thursday 6-7PM PST All-team Stand-up
• [x] Add to team page on Wiki
• [x] Google Drive
  • [ ] Add to drive as Manager
• [ ] Restricted Drive
  • [ ] Add to restricted drive if they work directly with developers for testing or require access to keys/tokens and automation scripts
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [ ] Check for Public and note in roster
    • [ ] HFLA People Page
    • [ ] CTI People Page
  • [ ] Check for 2FA and note in roster
    • [ ] HFLA People Page
    • [ ] CTI People Page
• [x] GitHub
  • [x] Add name to profile
  • [ ] Add to team write team
    • [ ] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [x] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] Civic Tech Index - PM
    • [ ] Civic Tech Index - Design
    • [ ] Zoom vault
• [x] Add to email address(s)
  • [x] civictechindex@hackforla.org
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [ ] Train how to
  • [ ] login to team email account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[bribenn]

Onboard Iffath 5.19.22

• [x] Slack channel membership

  • [x] #civic-tech-index
  • [x] #cti-pm

• [ ] Add to Google calendar invites

  • [ ] Sundays 9-10AM PST PM meeting
  • [ ] Monday 6-8PM PST All-team Stand-up
  • [ ] Thursday 6-7PM PST All-team Stand-up
• [x] Add to team page on Wiki

• [x] Google Drive

  • [x] Add to drive as Manager

• [ ] Restricted Drive

  • [ ] Add to restricted drive if they work directly with developers for testing or require access to keys/tokens and automation scripts

• [x] Roster

  • [x] Send link

  • [x] Team member adds themselves

  • [x] Check for Public and note in roster

  • [x] HFLA People Page

  • [x] CTI People Page

  • [x] Check for 2FA and note in roster

  • [x] HFLA People Page

  • [x] CTI People Page

• [x] GitHub

  • [x] Add name to profile

  • [x] Add to team write team

  • [x] Change membership to maintainer

  • [ ] Add to read vault

  • [ ] Change membership to maintainer

• [x] Figma

  • [x] invite
  • [x] acceptance

• [ ] 1password

  • [ ] invitation

  • [ ] acceptance

  • [ ] add to vaults

  • [ ] Civic Tech Index - PM

  • [ ] Civic Tech Index - Design

  • [ ] Zoom vault

• [ ] Add to email address(s)

  • [ ] civictechindex@hackforla.org

• [ ] Social Media Accounts with role assignment

  • [ ] Facebook

• [ ] Train how to

  • [ ] login to team email account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite