Create a Guide/Template: using onboarding/offboarding issues for your project

[ExperimentsInHonesty]

Overview

We need to create a guide to making and using onboarding/offboarding issues so that it's easy and consistent to onboard people and that we maintain security by properly removing people.

Action Items

The phases in the guide-making process are listed below. Each phase displayed in blue is linked to a wiki page with instructions on how to complete that phase. Open the wiki page in a new tab, copy the instructions for each part into the section labelled 'Tasks' at the bottom of this issue, and complete each task listed.

• [ ] Gather Examples Solo (open in a new tab)
• [ ] Gather Examples Collaboratively
• [ ] Create a Guide Draft
  • [ ] If needed, create a template
• [ ] Have your guide peer reviewed
• [ ] Present your guide for leadership review

  Resources/Instructions

• Product Management Wiki page on how to Onboard-Offboard (a temporary place to store guidance until we are ready to make the guide)
• There are already two WIP templates (adding to wiki and creating onboard/offboard issue) and they are in the link directly above

  Projects to Check

• 100 Automations
• 311 Data
• Access the Data
• BallotNav
• Brigade Organizer's Playbook
• Civic Tech Index
• Civic Tech Jobs
• Civic Tech Structure
• Data Science Projects
• Design Systems
• Engage
• Expunge-Assist (formerly known as Record Clearance)
• Food Oasis
• GreenEarthOS
• Guides
• HomeUniteUs
• Internship project
  • Onboarding-Process-for-Project-Team-Leads
• Lucky Parking
• Open Community Survey
• People Depot
• Tables team
• TDM Calculator
• VRMS
• Hack for LA's Website
• Youth Justice Nav

  Tasks

• [ ] This is where you will copy instructions from the wiki page for the step you are currently on.

[ExperimentsInHonesty]

Example from Internship wiki, Onboarding-Process-for-Project-Team-Leads page

[ExperimentsInHonesty]

Create a new page on each Project's wiki

• See instructions

[aymarmsba]

Prior version of issue

### Overview We need to create a guide to making and using onboarding/offboarding issues so that it's easy and consistent to onboard people and that we maintain security by properly removing people. ### Action Items - [ ] Gather examples of which Hack for LA projects have done it, adding each example as a link in the comments below section - [ ] Once done, remove the "TG: Gather Examples" label and add the "TG: Draft Template" label - [x] Create a draft template, either in markdown format in this issue or a google doc in the ~[old product management google drive](https://drive.google.com/drive/folders/1lO8k_0Z1UejkuRlNMYlUl2xlqgyBmvrF?usp=sharing)~ [new product management google drive>Product Management Guides](https://drive.google.com/drive/folders/1u9YOTWevHwEiHP8-r8d00rlqOn6q8e-5?usp=sharing) - [ ] Once done, remove the "TG: Draft Template" label and add the "TG: Create Guide" label - [ ] Create a guide on how to use the template - [ ] Once done, remove the "TG: Create Guide" label and add the "TG: Review Guide" label - [ ] Review the guide with product management communities of practice - [ ] Once done, remove the "TG: Review Guide" label and add the "TG: Leadership Review" label - [ ] Present to Hack for LA leadership team for sign off - [ ] Once approved, remove the "TG: Leadership Review" label and add the "TG: Place Guide" label - [ ] Possibly create an issue template on .github - [ ] Include link to template under resources if you add it as a template in .github ### Resources - Refer to hackforla/knowledgebase-content#106 for how to write a guide and the guide template - [Product Management Wiki page on how to Onboard-Offboard](https://github.com/hackforla/product-management/wiki/Onboard-Offboard) (a temporary place to store guidance until we are ready to make the guide) - There are already two WIP templates (adding to wiki and creating onboard/offboard issue) and they are in the link directly above #### Projects to check - [100 Automations](https://github.com/100automations/website) - [311 Data](https://github.com/hackforla/311-data) - [Access the Data](https://github.com/hackforla/access-the-data) - [BallotNav](https://github.com/hackforla/ballotnav) - [Brigade Organizer's Playbook](https://github.com/codeforamerica/brigade-playbook) - [Civic Tech Index](https://github.com/civictechindex/CTI-website-frontend) - [Civic Tech Jobs](https://github.com/hackforla/CivicTechJobs) - [Civic Tech Structure](https://github.com/hackforla/civic-tech-structure) - [Data Science Projects](https://github.com/hackforla/data-science) - [Design Systems](https://github.com/hackforla/design-systems) - [Engage](https://github.com/hackla-engage) - [Expunge-Assist (formerly known as Record Clearance)](https://github.com/hackforla/expunge-assist) - [Food Oasis](https://github.com/hackforla/food-oasis) - [GreenEarthOS](https://github.com/hackforla/climate-project) - [Guides](https://github.com/hackforla/guides) - [HomeUniteUs](https://github.com/hackforla/homeuniteus) - [Internship project](https://github.com/hackforla/internship) - [Onboarding-Process-for-Project-Team-Leads](https://github.com/hackforla/internship/wiki/Onboarding-Process-for-Project-Team-Leads) - [Lucky Parking](https://github.com/hackforla/lucky-parking) - [Open Community Survey](https://github.com/hackforla/open-community-survey) - [People Depot](https://github.com/hackforla/peopledepot) - [Tables team](https://github.com/hackforla/tables/) - [TDM Calculator](https://github.com/hackforla/tdm-calculator) - [VRMS](https://github.com/hackforla/vrms) - [Hack for LA's Website](https://github.com/hackforla/website) - [Youth Justice Nav](https://github.com/hackforla/YouthJusticeNav/)

[aymarmsba]

Assignee, Labels, Project Board Placement, and Milestones for this issue in the Product Repo: