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
2023-02-09
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
- [ ] Slack channel membership
- [ ] knowlegebase
- [ ] bop
- [ ] people-depot
- [ ] Add to Google calendar invites
- [ ] Monday - BOP
- [ ] ??? - KB dev meeting
- [ ] Add to team page on Wiki (we don't have one yet_
- [ ] Google Drives
- [ ] BOP
- [ ] Add to drive as Contributor
- [ ] Knowledgebase
- [ ] Add to drive as Contributor
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] GitHub
- [ ] Add to team write team
- [ ] Add to read vault
- [ ] Figma
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to vaults
- [ ] BOP Dev/Data
- [ ] Knowlegebase
#### Offboard
- [ ] Remove from Google calendar invite
- [ ] knowlegebase
- [ ] bop
- [ ] people depot
- [ ] WIKI
- [ ] move to new place on team page (we don't have one yet)
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] BOP Dev/Data
- [ ] Knowlegebase
- [ ] 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
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
2023-02-09
Action Items
Resources/Instructions
Bop Figma
org template updated 2022-02-23 Changelog