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Onboard & Offboard: Product #181

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4 tasks
sdimran opened this issue Mar 13, 2022 · 7 comments
Closed
4 tasks

Onboard & Offboard: Product #181

sdimran opened this issue Mar 13, 2022 · 7 comments
Labels
dependency This item depends on something feature: Documentation Pertains to documentation of any kind PBV: PM all issues for Product and Project management roles role: product size: 1pt Can be done in 4-6 hours
Milestone
03 - Org Requirem...

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@sdimran
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sdimran commented Mar 13, 2022 •
edited by kcoronel
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Dependency

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

(insert date you created this issue and keep updating the date each time the org template change are integrated)

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
  - [ ] #civictechjobs
- [ ] Add to Google calendar invites
   - [ ] [Monthly Sunday - PM + Bonnie meeting]
   - [ ] [Tuesday - UX Research meeting]
   - [ ] [Tuesday - All-team meeting]
   - [ ] [Tuesday - 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 team
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Civic Tech Jobs - PM
       - [ ] Civic Tech Jobs - UI/UX
       - [ ] Zoom vault
       - [ ] Access to Zoom spreadsheet
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Train how to 
   - [ ] login to team email account (Strongly suggest adding separate Chrome profile)
   - [ ] setup chrome shortcut for adding profile to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] how to setup and edit calendar invite

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] [Monthly Sunday - PM + Bonnie meeting]
   - [ ] [Tuesday - UX Research meeting]
   - [ ] [Tuesday - All-team meeting]
   - [ ] [Tuesday - Design team meeting]
- [ ] WIKI
  - [ ] move to new place on team page
- [ ] 1password setup
   - [ ] remove from team vaults
       - [ ] Civic Tech Jobs - PM
       - [ ] Civic Tech Jobs - UI/UX
       - [ ] 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)
   - [ ] [email protected]

- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

org template updated 2022-02-23
Changelog
@sdimran sdimran assigned sdimran and unassigned sdimran Mar 13, 2022
@sdimran sdimran added this to the 03 - Org Requirements milestone Mar 16, 2022
@sdimran sdimran self-assigned this Mar 16, 2022
@sdimran sdimran added role: product size: 1pt Can be done in 4-6 hours feature: Documentation Pertains to documentation of any kind labels Mar 16, 2022
@sdimran
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sdimran commented Mar 16, 2022

will be worked on with @ExperimentsInHonesty during sunday PM meeting, I will be updating the resources/instructions with CTJ Specific information prior to the meeting

@sdimran sdimran removed their assignment Mar 20, 2022
@sdimran sdimran added the dependency This item depends on something label Apr 8, 2022
@sdimran sdimran mentioned this issue Apr 10, 2022
Closed
7 tasks
@ExperimentsInHonesty ExperimentsInHonesty removed the dependency This item depends on something label Mar 10, 2023
@ExperimentsInHonesty
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Please perform the offboarding for all former pms and confirm that all the steps are done for karen

@kcoronel
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kcoronel commented Mar 16, 2023 •
edited
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Offboard Syed Danish Imran

  • Remove from Google calendar invite

    • [Monthly Sunday - PM + Bonnie meeting]
    • [Tuesday - UX Research meeting]
    • [Tuesday - All-team meeting]
    • [Tuesday - Design team meeting]

  • WIKI
    - [ ] move to new place on team page

  • 1password setup

    • remove from team vaults
      • Civic Tech Jobs - PM
        - [ ] Civic Tech Jobs - UI/UX
      • 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)

  • Remove from Social Media Accounts with role assignment

    • Facebook

@kcoronel
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kcoronel commented Mar 16, 2023 •
edited
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Offboard Sharad Gaurav

  • Remove from Google calendar invite

    • [Monthly Sunday - PM + Bonnie meeting]
    • [Tuesday - UX Research meeting]
    • [Tuesday - All-team meeting]
    • [Tuesday - Design team meeting]

  • WIKI
    - [ ] move to new place on team page

  • 1password setup

    • remove from team vaults
      • Civic Tech Jobs - PM
      • Civic Tech Jobs - UI/UX
      • 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)

  • Remove from Social Media Accounts with role assignment

    • Facebook

@kcoronel
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kcoronel commented Mar 16, 2023 •
edited
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Onboard Karen Coronel

  • Slack channel membership
    • #civictechjobs
  • Add to Google calendar invites
    • [Monthly Sunday - PM + Bonnie meeting]
    • [Tuesday - UX Research meeting]
    • [Tuesday - All-team meeting]
    • [Tuesday - 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 team
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • Civic Tech Jobs - PM
      • Civic Tech Jobs - UI/UX
      • Zoom vault
      • Access to Zoom spreadsheet
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook
  • Train how to
    • login to team email account (Strongly suggest adding separate Chrome profile)
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • how to setup and edit calendar invite

@kcoronel
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kcoronel commented Mar 16, 2023 •
edited
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Onboard Salima Yacoubi Soussane

  • Slack channel membership
    • #civictechjobs
  • Add to Google calendar invites
    • [Monthly Sunday - PM + Bonnie meeting]
    • [Tuesday - UX Research meeting]
    • [Tuesday - All-team meeting]
    • [Tuesday - 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 team
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • Civic Tech Jobs - PM
      • Civic Tech Jobs - UI/UX
      • Zoom vault
      • Access to Zoom spreadsheet
  • Add to email address(s)
  • Social Media Accounts with role assignment
    • Facebook
  • Train how to
    • login to team email account (Strongly suggest adding separate Chrome profile)
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • how to setup and edit calendar invite

@kcoronel kcoronel assigned kcoronel and unassigned kcoronel and salimays Mar 16, 2023
@kcoronel kcoronel added the dependency This item depends on something label Mar 19, 2023
@kcoronel
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duplicate with #375

@ExperimentsInHonesty ExperimentsInHonesty added the PBV: PM all issues for Product and Project management roles label Jun 12, 2024
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dependency This item depends on something feature: Documentation Pertains to documentation of any kind PBV: PM all issues for Product and Project management roles role: product size: 1pt Can be done in 4-6 hours
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P: CTJ: Project Board
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Milestone
03 - Org Requirements
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@sdimran @ExperimentsInHonesty @kcoronel @salimays