Onboard & Offboard: Product

[ExperimentsInHonesty]

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
       - [ ] OCS main vault
       - [ ] OCS UX vault
       - [ ] Zoom vault
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome extension shortcut
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
- [ ] Add the new PM to the PM weekly meeting Agenda #68 

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] OCS main vault
       - [ ] OCS UX 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
• OCS Google Drive
• GitHub Write Team page
• OSC: Figma
• Chrome shortcut

  chrome://settings/manageProfile

[ExperimentsInHonesty]

Kalyani 2022-01-08

Onboard

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

[ExperimentsInHonesty]

Joanne 2022-01-10

Offboard

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

[ExperimentsInHonesty]

ebelle and phoebe should already have been offboarded, but I don't think they were.

Offboard Phoebe

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

Offboard Ebelle

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

[kalyaniraman]

Offboard Chianta

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

[kalyaniraman]

Offboard Sonu

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

[kalyaniraman]

Offboard Jasmine Kim

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

[kalyaniraman]

Offboard Shika

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

[kalyaniraman]

Offboard Kevin

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

[kalyaniraman]

Offboard Bernard

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

[kalyaniraman]

Onboard Ambareen

Onboard

• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public
• [x] GitHub
  • [x] Add to team write vault
    • [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
    • [x] OCS main vault
    • [x] OCS UX vault
    • [x] Zoom vault
• [x] Train how to
  • [ ] login to team account
  • [x] setup chrome extension shortcut
  • [x] use zoom spreadsheet, vault and accounts
  • [x] calendar invite

[ExperimentsInHonesty]

Onboard Joshua Fishman 2022-09-26

• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public
• [x] GitHub
  • [x] Add to team write vault
    • [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
    • [x] OCS main vault
    • [x] OCS UX vault
    • [x] Zoom vault
• [ ] Train how to
  • [x] login to team account
  • [x] setup chrome extension shortcut
  • [ ] use zoom spreadsheet, vault and accounts
  • [x] calendar invite
• [x] Add the new PM to the PM weekly meeting Agenda #68

[joshfishman]

@ExperimentsInHonesty This is done except the Zoom spreadsheet