hackforla / 311-data

Empowering Neighborhood Associations to improve the analysis of their initiatives using 311 data
https://hackforla.github.io/311-data/
GNU General Public License v3.0
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Onboard & Offboard: Product #1561

Open MBasil03 opened 1 year ago

MBasil03 commented 1 year ago

Dependency

The need to onboard/offboard a new person

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

Created: 08/25/2023 Updated: 08/25/2023

Action Items

#### Onboard
- [ ] Slack channel membership
 - [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Add to Google calendar invites
   - [ ] Wednesday All-Team meeting
   - [ ] Thursday PM meeting
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to write team
        - [ ] Change membership to maintainer
     - [ ] Add to read team
        - [ ] Change membership to maintainer
     - [ ] Confirm that their name is on their Github  
     - [ ] Assign them to the issue #1546 and add them to role call and accountability check 
     - [ ] Assign them to the issue #1545 and add them to role call and accountability check 
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] 311 Data Vault
       - [ ] Zoom vault
- [ ] Confirm that product member has access to Zoom Meeting Setup spreadsheet (if they are part of the product community of practice they will have access)
- [ ] Update team page on Wiki
   - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)
- [ ] Add to email address(s)
   - [ ] 311-data@hackforla.org
- [ ] Sign up on [VRMS](vrms.io) so that they can add/adjust zoom calendar meetings
  - [ ] create a new profile
  - [ ] add yourself to the 311 Data project
  - [ ] Current Role: your real job
  - [ ] Desired Role: a role that you'd like to transition into through your work at Hack For LA
  - [ ] Add PM Admin Access on VRMS
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
- [ ] Update the hackforla.org website team 

<details><summary>Roster Required Fields</summary>
<p>

- Status: Active (required)
- Role: PM, TPM, Project Manager, etc.
- Dashboard: L
- email: required
- number/texting: optional
- Slack Name: required
- SlackID: required (click your slack picture > ellipses > copy member id)
- Github
- everything else: optional

<img src="https://github.com/hackforla/311-data/assets/6414668/45fc1596-ef3d-4aa5-a586-495e5eb1df58" width="254">

</p>
</details> 
#### Offboard
- [ ] confirm that volunteer is not working on any guides in community of practice (if person does not respond to communication you can assume they are not active in the CoP)
- [ ] Remove from Google calendar invite
   - You need to log into the 311-data@hackforla.org account in order to remove the person from all future events
   - Choose to remove from "This and all following events"
   - Send the following cancelation message:
      - ``You have been removed from this event because you are listed as an inactive member of the 311 Data project team. If you have been removed by mistake, please reach out to a product manager.``  
   - [ ] Wednesday All-Team meeting (ad-hoc)
   - [ ] Thursday PM meeting
 - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] 311 Data
       - [ ] Zoom vault
- [ ] Remove access from VRMS
   - ask admin if you don't have access
- [ ] Revoke access from Zoom Meeting Setup spreadsheet
- [ ] Google Drive
   - [ ] 311 Data (ie., project)  
      - [ ] demote to viewer
   - [ ] Product Management
      - [ ] demote to viewer
         - ask admin channel for support if you don't have access
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
     - [ ] Un Assign them to the issue #1546,  remove them from role call and accountability check 
     - [ ] Un Assign them to the issue #1545,  remove them from role call and accountability check 
     - [ ] Check their Assignment status on the Issue tab, to make sure they are no longer assigned to any issues
- [ ] Figma
  - [ ] remove from team (you must be logged in with project email account)
- [ ] Help them delete the desktop shortcut to email address if they made one
- [ ] Remove from email address(s)
   - [ ] 311-data@hackforla.org
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Update team page on WIKI
  - [How to activate-inactivate team members from roster and wiki]
 - [ ] Update the hackforla.org website team 
 - [ ] Remove PM Admin Access on VRMS

Resources/Instructions

ryanfchase commented 1 year ago

Onboard 8-31-2023 Chris Cotton

ryanfchase commented 1 year ago

Onboard 2023-09-07 Bethlihem Berhane

ryanfchase commented 1 year ago

Offboard Muhammad Basil

ryanfchase commented 1 year ago

Offboard Graem Krietzman

ryanfchase commented 1 year ago

Add to Offboarding: remove person from website

sanjumv commented 11 months ago

Onboard Ahmed Awadalla 2023-10-12

ryanfchase commented 8 months ago

Offboard Sanju 2024-02-08

ryanfchase commented 6 months ago

Onboard Robert Schacht 2024-03-27

bberhane commented 5 months ago

Offboard Ahmed 2024-04-27

bberhane commented 4 months ago

Offboard Robert 2024-05-22

ryanfchase commented 1 month ago

Onboard Sumit Sharma 2024-08-21

Roster Required Fields

- Status: Active (required) - Role: PM, TPM, Project Manager, etc. - Dashboard: L - email: required - number/texting: optional - Slack Name: required - SlackID: required (click your slack picture > ellipses > copy member id) - everything else: optional

ryanfchase commented 1 month ago

Onboard Robleh Farah 2024-08-21

Roster Required Fields

- Status: Active (required) - Role: PM, TPM, Project Manager, etc. - Dashboard: L - email: required - number/texting: optional - Slack Name: required - SlackID: required (click your slack picture > ellipses > copy member id) - everything else: optional

bberhane commented 1 month ago

Offboard Anna 2024-08-23

ryanfchase commented 1 week ago

2024-09-26 Onboard London-Doyoung Kim

Roster Required Fields

- Status: Active (required) - Role: PM, TPM, Project Manager, etc. - Dashboard: L - email: required - number/texting: optional - Slack Name: required - SlackID: required (click your slack picture > ellipses > copy member id) - Github - everything else: optional