hackforla / HomeUniteUs

We're working with community non-profits who have a Host Home or empty bedrooms initiative to develop a workflow management tool to make the process scalable (across all providers), reduce institutional bias, and effectively capture data.
https://homeunite.us/
GNU General Public License v2.0
37 stars 21 forks source link

Onboard & Offboard: Product #396

Open JRHutson opened 2 years ago

JRHutson commented 2 years ago

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

date created: 2022-04-15 date updated: 2022-04-15 (insert date you created this issue and keep updating the date each time the org template change are integrated)

Action Items

#### Onboard
- [ ] Slack channel membership
  - [ ] ```#home-unite-us```
  - [ ] ```#home-unite-us-design```
  - [ ] ```#home-unite-us-dev```
  - [ ] ```#home-unite-us-fe-devs```
- [ ] Add to Google calendar invites
   - [ ] MONDAY - PM meeting
   - [ ] TUESDAY - All-team meeting
   - [ ] TUESDAY - Design team meeting
   - [ ] TUESDAY - Dev team meeting
   - [ ] FRIDAY - Product Owner Meeting
- [ ] Add to team page on Wiki (Does Not Currently Exist)
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Confirm they have filled out all the fields with white headers
  - [ ] Check for Public and note in roster
  - [ ] Update the Dark Gray column to L 
  - [ ] Update the Dark Gray column for Google Drive access to Manager
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
     - [ ] Update the Dark Gray columns in the roster with the `write` permission granted
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Home Unite Us
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] homeuniteus@hackforla.org
- [ ] VRMS
   - [ ] Open issue on VRMS repo to add the person as a project admin
   - [ ] Add a link to that issue in a comment below with a link to this comment
   - [ ] Check to see that they have access once the VRMS issue is closed
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook (TBD)
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] TUESDAY - PM meeting
   - [ ] TUESDAY - All-team meeting
   - [ ] TUESDAY - Design team meeting
   - [ ] TUESDAY - Dev team meeting
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Home Unite Us
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] remove from drive, note in roster
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] unassign them from any issues they are assigned to (see tab in roster)
     - [ ] check to make sure they are on the base team
        - [ ] remove maintainer access (but leave on team)
     - [ ] remove from write team
     - [ ] update the Dark Gray column in the roster to indicate they have `read` permission instead of `write`
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] homeuniteus@hackforla.org
- [ ] VRMS
   - [ ] Open issue on VRMS repo to remove the person as a project admin
   - [ ] Add a link to that issue in a comment below with a link to this comment
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook (TBD)

Resources/Instructions


Other onboarding issues

rossbb commented 2 years ago

Onboard Ben Ross 2022-04-15

ExperimentsInHonesty commented 2 years ago

Onboard Kristelle 2022-06-03 happening in arrears

randelbrot commented 1 year ago

Onboard Errol 2023-04-26

Onboard

Onboard Jules 2023-04-26

Onboard

randelbrot commented 1 year ago

Onboard Alejando 2023-05-23

Onboard

randelbrot commented 1 year ago

Onboard Paul Espinosa

Onboard

randelbrot commented 12 months ago

Onboard Shawn Koong

Onboard

randelbrot commented 12 months ago

Onboard Joshua Douglas

Onboard

randelbrot commented 11 months ago

Onboard Jasika Kalra

Onboard

randelbrot commented 11 months ago

Onboard Kayla G

Onboard

randelbrot commented 11 months ago

Onboard Jose Padilla

Onboard

randelbrot commented 10 months ago

Onboard John Wroge

Onboard

sanya301 commented 9 months ago

Offboard Bryce

sanya301 commented 7 months ago

Onboard Bai

sanya301 commented 7 months ago

Onboard Jeihong

sanya301 commented 4 months ago

Onboard Ariel

ExperimentsInHonesty commented 1 month ago

2024-05-28

Offboard