Onboarding/Offboarding Product manager

[Olivia-Chiong]

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.

Action Items

• [ ] Copy template to comment below
• [ ] Add name of person
• [ ] Check off as done

#### Onboard
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write vault
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] YJN vault
       - [ ] Zoom vault
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome extension shortcut
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] YJN vault
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] remove from team

Resources/Instructions

• [ ] 1password.com
• [ ] YJN Google Drive
• [ ] GitHub Write Team page

[Olivia-Chiong]

Onboard for Yasmeen

• [ ] Google Drive
  • [ ] Add to drive as Manager
• [ ] Roster
  • [ ] Send link
  • [ ] Team member adds themselves
  • [ ] Check for Public
• [ ] GitHub
  • [ ] Add to team write vault
    • [ ] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [ ] Figma
  • [ ] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] YJN vault
    • [ ] Zoom vault
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome extension shortcut
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[Olivia-Chiong]

Offboard for Daniel

• [ ] 1password setup
  • [ ] remove from team vaults
    • [ ] YJN vault
    • [ ] Zoom vault
  • [ ] Google Drive
  • [ ] demote to viewer
  • [ ] Roster
• [ ] mark as inactive
  • [ ] GitHub
    • [ ] demote member to read only team and remove from write team
  • [ ] Figma
• [ ] remove from team