Onboard & Offboard: Product

[layneam]

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 date: 2022-02-26 Updated: 2022-03-11

Action Items

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

#### Onboard
- [ ] Slack channel membership
  - [ ] #ballotnav
  - [ ] #ballotnav-backend
  - [ ] #ballotnav-design
  - [ ] #ballotnav-marketing
  - [ ] #ballotnav-airtable
  - [ ] #ballotnav-frontend
- [ ] Add to Google calendar invites
   - [ ] Monday 6PM PST - PM meeting
   - [ ] Tuesday 6PM PST - All-team meeting
- [ ] Add to team page on Wiki
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
  - [ ] Check for 2FA and note in roster
- [ ] GitHub
     - [ ] 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
       - [ ] [REPLACE with name of primary vault]
       - [ ] [REPLACE with name of secondary vault]
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] ballotnav@hackforla.org
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] 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
   - [ ] Monday 6PM PST - PM meeting
   - [ ] Tuesday 6PM PST - All-team meeting
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] [REPLACE with name of primary vault]
       - [ ] [REPLACE with name of secondary 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
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] ballotnav@hackforla.org
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

• 1password.com
• Google Drive
• Team Roster
• Check public and 2FA at people page
• BallotNav GitHub Teams
  • base (read)
  • write
  • maintain
  • [triage]
  • admin
  • [other]
• WIKI team page: https://github.com/hackforla/BallotNav/wiki/The-Team
• BallotNav Figma
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials

  • Forward emails to team members

    org template updated 2022-02-23 Changelog

[kcoronel]

@layneam @staceyrebekahscott @yoursgayathri @kcoronel - create a new comment with the above onboarding template.

[kcoronel]

• [x] Slack channel membership
  • [x] BallotNav
  • [ ] [insert name of 2nd channel]
• [x] Add to Google calendar invites
  • [x] [Monday's at 6pm PT - PM meeting]
  • [ ] [DAY - BA meeting]
  • [ ] [DAY - UX Research meeting]
  • [x] [Tuesday's at 6pm PT- All-team meeting]
  • [ ] [DAY - Design team meeting]
• [ ] Add to team page on Wiki - adding this to issue #456
• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [x] Check for 2FA and note in roster
• [x] GitHub
  • [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
    • [ ] [REPLACE with name of primary vault]
    • [ ] [REPLACE with name of secondary vault]
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] [REPLACE with name of primary email]
  • [ ] [REPLACE with name of secondary email]
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[kcoronel]

So I thought this was only for PM's but I think this is what we use for anyone who comes on the project. I suggest we all create one and then as we add people, we also have them add themselves in here. @staceyrebekahscott @yoursgayathri @layneam - once you create this in here, please close the onboarding tickets you created.

[yoursgayathri]

Onboard

• [x] Slack channel membership
  • [x] BallotNav
  • [ ] [insert name of 2nd channel]
• [ ] Add to Google calendar invites
  • [x] [Monday's at 6pm PT - PM meeting]
  • [ ] [DAY - BA meeting]
  • [ ] [DAY - UX Research meeting]
  • [ ] [Monday's at 6pm PT - PM meeting]
  • [ ] [DAY - Design team meeting]
• [ ] Add to team page on Wiki
• [ ] Google Drive
  • [ ] Add to drive as Manager
• [ ] Roster
  • [ ] Send link
  • [x] Team member adds themselves
  • [ ] Check for Public and note in roster
  • [ ] Check for 2FA and note in roster
• [x] GitHub
  • [ ] Add to team write team
    • [ ] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [x] acceptance
• [x] 1password
  • [x] invitation
  • [x] acceptance
  • [x] add to vaults
    • [ ] [REPLACE with name of primary vault]
    • [ ] [REPLACE with name of secondary vault]
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] [REPLACE with name of primary email]
  • [ ] [REPLACE with name of secondary email]
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[staceyrebekahscott]

@layneam Did we discuss at the PM meeting that there is going to be an on boarding template for each role? If so, can on boarding for a UX team member be a priority, as I have a few candidates that may be joining the team?

[layneam]

Sure thing, I should have some time today for this.

On Thu, 10 Mar 2022, 11:28 am Stacey Rebekah Scott, < @.***> wrote:

@layneam https://github.com/layneam Did we discuss at the PM meeting that there is going to be an on boarding template for each role? If so, can on boarding for a UX team member be a priority, as I have a few candidates that may be joining the team?

— Reply to this email directly, view it on GitHub https://github.com/hackforla/ballotnav/issues/468#issuecomment-1063560582, or unsubscribe https://github.com/notifications/unsubscribe-auth/AEZHJFJCS45NSJRWI2HQJODU7FF4BANCNFSM5PMUV2SQ . Triage notifications on the go with GitHub Mobile for iOS https://apps.apple.com/app/apple-store/id1477376905?ct=notification-email&mt=8&pt=524675 or Android https://play.google.com/store/apps/details?id=com.github.android&referrer=utm_campaign%3Dnotification-email%26utm_medium%3Demail%26utm_source%3Dgithub.

You are receiving this because you were mentioned.Message ID: @.***>

[ExperimentsInHonesty]

Onboard

• [ ] Slack channel membership
  • [ ] [insert name of channel]
  • [ ] [insert name of 2nd channel]
• [ ] Add to Google calendar invites
  • [ ] [DAY - PM meeting]
  • [ ] [DAY - BA meeting]
  • [ ] [DAY - UX Research meeting]
  • [ ] [DAY - All-team meeting]
  • [ ] [DAY - Design team meeting]
• [ ] Add to team page on Wiki
• [ ] Google Drive
  • [ ] Add to drive as Manager
• [ ] Roster
  • [ ] Send link
  • [ ] Team member adds themselves
  • [ ] Check for Public and note in roster
  • [ ] Check for 2FA and note in roster
• [ ] GitHub
  • [ ] 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
    • [ ] [REPLACE with name of primary vault]
    • [ ] [REPLACE with name of secondary vault]
    • [ ] Zoom vault
• [ ] Add to email address(s)
  • [ ] [REPLACE with name of primary email]
  • [ ] [REPLACE with name of secondary email]
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [ ] use zoom spreadsheet, vault and accounts
  • [ ] calendar invite

[layneam]

@kcoronel Add 1Password Vault details please

[kcoronel]

@kcoronel follow-up on above request

[staceyrebekahscott]

@kcoronel Gayathri should be off boarded from this issue. Please move to Prioritized Backlog once Gayathri off board is completed.