FOLA Onboard & Offboarding: BA

[ExperimentsInHonesty]

Overview

This is a checklist of items to do when a BA onboards and offboards so that the process can be consistent and fast.

We'll use the comments field in this issue as a shared checklist for our onboarding tasks.

Changelog

Created: 2024-09-16

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    FULL_NAME  DATE_WITH_YEAR
- [ ] Pre onboarding checklist
  - [ ] send link to [roster form ](https://docs.google.com/forms/d/e/1FAIpQLSexCgc6jWTKFU78HVVLdwoboXS0OpkrX7_n6jMhRGTZBfzbXQ/viewform?usp=sf_link)

**New member, do these and check off as you complete them:**
- [ ] Join Slack channels
  - [ ] ```#fola```
  - [ ] ```#fola-writers```
  - [ ] Note that our Slack only keeps chat history for 90 days!  Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
- [ ] Access [Figma Team file](https://www.figma.com/team_invite/redeem/VntY2vYvcg5jHhRouZjOf9)
- [ ] Read [Food Oasis Wiki](https://github.com/hackforla/food-oasis/wiki)
 ] Check[GitHub Kanban board for Marketing](https://github.com/orgs/hackforla/projects/59/views/3)
- [ ] Visit the [Resources column](https://github.com/hackforla/food-oasis/projects/8#column-8946444) Check out cards: 
  - [ ] Functional Figma files (which is where designers do our designs)
  - [ ] Design Assets
  - [ ] User Research 
- [ ] Bookmark https://www.foodoasis.la/  (This is the live main site)
- [ ] Bookmark https://devla.foodoasis.net/  (This is our development / testing site)
**FOLA onboarding team**
- [ ] Add to Slack channels
  - [ ] ```#fola-leads-pms-writers```
- [ ] GitHub
     - [ ] Add to appropriate team ('read')
     - [ ] Add to appropriate team ('write')
- [ ] Miro
  - [ ] Send invite
- [ ] Figma
  - [ ] Send invite main
  - [ ] Send invite research
- [ ] Google Drive
   - [ ] Add to shared HFLA drive as Contributor
- [ ] Add to Google calendar invites
   - [ ] [Tuesday at 5pm PT - Content/BA]
   - [ ] [First Thursday of the month at 6pm PT - All  Team meeting]
- [ ] Message on slack and point them to this issue so they can check off their todo items

### Offboard FULL_NAME  DATE_WITH_YEAR

- [ ] Remove from Google calendar invites
   - [ ] [Thursday at 6pm PT - All-team meeting]
- [ ] Google Drive
   - [ ] Change access to Read-only
- [ ] Roster
  - [ ] Update 'active' column
- [ ] GitHub
     - [ ] Remove from team

Resources/Instructions

• 1password.com
• New Google Drive Link
• Old Google Drive Link
• FOLA Roster
• Check public at people page
• Food Oasis GitHub team listing
  • base (read)
  • write
  • [maintain] - does not exist
  • [triage] - does not exist
  • admin
  • [other] - does not exist
• WIKI team page: https://github.com/hackforla/[Replace with name of your project]/wiki/The-Team
• Miro
• Figma- main
• Figma - research
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials

  • Forward emails to team members

    org template updated 2022-02-23 Changelog

[Shienny1]

Onboard ChenXi Wang 2024-09-17

• [ ] Pre onboarding checklist
  • [x] send link to roster form

New member, do these and check off as you complete them:

• [ ] Join Slack channels
  • [x] #fola
  • [x] #fola-writers
  • [ ] Note that our Slack only keeps chat history for 90 days! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• [x] Access Figma Team file
• [ ] Read Food Oasis Wiki ] CheckGitHub Kanban board for Marketing
• [ ] Visit the Resources column Check out cards:
  • [ ] Functional Figma files (which is where designers do our designs)
  • [ ] Design Assets
  • [ ] User Research
• [ ] Bookmark https://www.foodoasis.la/  (This is the live main site)
• [ ] Bookmark https://devla.foodoasis.net/  (This is our development / testing site) FOLA onboarding team
• [ ] Add to Slack channels
  • [ ] #fola-leads-pms-writers
• [ ] GitHub
  • [ ] Add to appropriate team ('read')
  • [ ] Add to appropriate team ('write')
• [ ] Miro
  • [ ] Send invite
• [ ] Figma
  • [ ] Send invite main
  • [ ] Send invite research
• [ ] Google Drive
  • [ ] Add to shared HFLA drive as Contributor
• [ ] Add to Google calendar invites
  • [ ] [Tuesday at 5pm PT - Content/BA]
  • [ ] [First Thursday of the month at 6pm PT - All Team meeting]
• [ ] Message on slack and point them to this issue so they can check off their todo items

[Shienny1]

Onboard Megh Dave 2024-09-19

• [x] Pre onboarding checklist
  • [x] send link to roster form

New member, do these and check off as you complete them:

• [ ] Join Slack channels
  • [x] #fola
  • [x] #fola-writers
  • [ ] Note that our Slack only keeps chat history for 90 days! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• [x] Access Figma Team file
• [ ] Read Food Oasis Wiki ] CheckGitHub Kanban board for Marketing
• [ ] Visit the Resources column Check out cards:
  • [ ] Functional Figma files (which is where designers do our designs)
  • [ ] Design Assets
  • [ ] User Research
• [ ] Bookmark https://www.foodoasis.la/  (This is the live main site)
• [ ] Bookmark https://devla.foodoasis.net/  (This is our development / testing site) FOLA onboarding team
• [ ] Add to Slack channels
  • [ ] #fola-leads-pms-writers
• [ ] GitHub
  • [ ] Add to appropriate team ('read')
  • [ ] Add to appropriate team ('write')
• [ ] Miro
  • [ ] Send invite
• [ ] Figma
  • [ ] Send invite main
  • [ ] Send invite research
• [x] Google Drive
  • [x] Add to shared HFLA drive as Contributor
• [ ] Add to Google calendar invites
  • [ ] [Tuesday at 5pm PT - Content/BA]
  • [ ] [First Thursday of the month at 6pm PT - All Team meeting]
• [ ] Message on slack and point them to this issue so they can check off their todo items

[Shienny1]

Onboard Sudha Raamakrishnan 2024-09-20

• [ ] Pre onboarding checklist
  • [ ] send link to roster form

New member, do these and check off as you complete them:

• [x] Join Slack channels
  • [x] #fola
  • [x] #fola-writers
  • [ ] Note that our Slack only keeps chat history for 90 days! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• [ ] Access Figma Team file
• [ ] Read Food Oasis Wiki ] CheckGitHub Kanban board for Marketing
• [ ] Visit the Resources column Check out cards:
  • [ ] Functional Figma files (which is where designers do our designs)
  • [ ] Design Assets
  • [ ] User Research
• [ ] Bookmark https://www.foodoasis.la/  (This is the live main site)
• [ ] Bookmark https://devla.foodoasis.net/  (This is our development / testing site) FOLA onboarding team
• [ ] Add to Slack channels
  • [ ] #fola-leads-pms-writers
• [ ] GitHub
  • [ ] Add to appropriate team ('read')
  • [ ] Add to appropriate team ('write')
• [ ] Miro
  • [ ] Send invite
• [ ] Figma
  • [ ] Send invite main
  • [ ] Send invite research
• [ ] Google Drive
  • [ ] Add to shared HFLA drive as Contributor
• [ ] Add to Google calendar invites
  • [ ] [Tuesday at 5pm PT - Content/BA]
  • [ ] [First Thursday of the month at 6pm PT - All Team meeting]
• [ ] Message on slack and point them to this issue so they can check off their todo items