FOLA Onboard & Offboarding: Design and User Research #1246

fancyham · 2022-06-24T21:07:03Z

Overview

This is a checklist of items to do when a designer or researcher 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.

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>

**New member, do these and check off as you complete them:**
- [ ] Join Slack channels
  - [ ] ```#fola```
  - [ ] ```#fola-research``` (if researcher)
  - [ ] ```#fola-design``` (if designer)
  - [ ] Note that our Slack only keeps chat history for 3 months weeks!  Use GitHub comments for issue discussion or to record/summarize Slack discussions so that you and future readers can see how decisions were made.
- [ ] Access [Figma Team file](https://www.figma.com/team_invite/redeem/VntY2vYvcg5jHhRouZjOf9)
- [ ] Access Microsoft Clarity
- [ ] Read [Joining the Team](https://github.com/hackforla/food-oasis/wiki/Joining-the-Team)
- [ ] Read [FOLA Onboarding](https://docs.google.com/document/d/1wpwe3lXpp8Rv9YjsreS6wjetnUNdSiemthuhnufP7aM/edit?usp=drive_web&ouid=108044471830509157725)
- [ ] Read [Food Oasis Wiki](https://github.com/hackforla/food-oasis/wiki)
- [ ] (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date.  Good to learn how volunteers use our site.
- [ ] Check Git Kanban board. We use this to track tasks.
https://github.com/hackforla/food-oasis/projects/8
- [ ] Visit the [Resources column](https://github.com/hackforla/food-oasis/projects/8#column-8946444) Check out cards: 
  - [ ] Functional Figma files (which is where we 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)
- [ ] Bookmark [dummy user logins](https://docs.google.com/spreadsheets/d/1uBPn2zuPmWMB97ByQut6Z1ecfIYchRwZ7RT2P9YHrr4/edit#gid=0) (to access database administrator and volunteer screens)
- [ ] Remember to always put your name and date on your work!

**FOLA team**
- [ ] GitHub
     - [ ] Add to appropriate team ('read')
     - [ ] Add to appropriate team ('write')
- [ ] Figma
  - [ ] Send invite 
- [ ] Microsoft Clarity
  - [ ] Send invite
- [ ] Google Drive
   - [ ] Add to shared HFLA drive as Contributor
- [ ] Add to Google calendar invites
   - [ ] [Designers team meeting] (If designer)
   - [ ] [Researchers team meeting (If researcher)
- [ ] Update Roster
     - [ ] Move info from "Form Responses 3" To "Roster tab" (make sure columns line up by not copying first column of "Form Responses 3". Delete row from "Form Responses 3")
     - [ ] change status to Active
- [ ] Message on slack and point them to this issue so they can check off their todo items



### Offboard   <FULL NAME>  <DATE>

- [ ] 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
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

The text was updated successfully, but these errors were encountered:

staceyrebekahscott · 2022-11-22T03:34:48Z

@itserindean There is still several checkboxes unchecked for Maria, Michelle and John H.

I hid the comments for the rest of the team that was onboarded throughout September. Most of them were missing the "Attend Volunteer session" checkbox, but I think many have attended as per Briel's research project. Sarah is not in the devs channel, and Natalie does not have access to the dummy logins. I considered them all onboarded anyway.

itserindean · 2022-11-22T03:48:42Z

@staceyrebekahscott Attend Volunteer session is optional so i've updated the template to be more clear. I completed the outstanding tasks for Maria.

@JohnHaoHuang @miolow -- can you finish any outstanding tasks/update the checkboxes?

sei1122 · 2023-03-09T05:28:35Z

fancyham · 2023-03-09T21:36:42Z

itserindean · 2023-03-15T22:44:56Z

itserindean · 2023-03-23T19:30:17Z

fancyham · 2023-09-08T19:51:21Z

Offboard Seiko Igi Sept 1, 2023

fancyham · 2023-10-13T00:49:58Z

Offboard Fern Kranoksuwankul Oct 5, 2023

fancyham · 2023-10-13T00:51:52Z

Offboard Jeristella Delos Santos Oct 12, 2023

fancyham · 2024-06-28T01:50:29Z

fancyham · 2024-07-01T01:57:58Z

Revived - this is an ongoing github issue used for future onboarding

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fancyham added the Feature: Administrative label Jun 24, 2022

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ExperimentsInHonesty added the Missing: Role The role is missing from this issue label Jul 22, 2022

itserindean added Role: Design UI/UX User interface / user experience design and removed Missing: Role The role is missing from this issue labels Sep 1, 2022

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cheesarah mentioned this issue Sep 19, 2022

#### Onboard Sarah Chee @cheesarah 9-18-22 #1346

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23 tasks

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bkobak33 mentioned this issue Sep 21, 2022

ONBOARDING FOR Briel Kobak @bkobak33 9-18-22 #1347

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23 tasks

itserindean self-assigned this Sep 23, 2022

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itserindean added the Feature: Onboarding Issues that support volunteer onboarding label Nov 18, 2022

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itserindean added the size: 1pt The lift to complete this user story 1-2hrs label Jan 11, 2023

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fancyham self-assigned this Jan 31, 2024

fancyham assigned ihorng and unassigned itserindean Feb 8, 2024

fancyham unassigned ihorng Apr 1, 2024

qiqicodes added this to P: FOLA: Project Board May 31, 2024

github-project-automation bot moved this to Icebox in P: FOLA: Project Board May 31, 2024

fancyham assigned Shienny1 Jun 28, 2024

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Shienny1 closed this as completed Jun 30, 2024

github-project-automation bot moved this from Icebox to Done in P: FOLA: Project Board Jun 30, 2024

fancyham reopened this Jul 1, 2024

github-project-automation bot moved this from Done to In Progress in P: FOLA: Project Board Jul 1, 2024

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sumit-sharma92 added the Missing: Milestone This issue is not part of any milestone label Sep 26, 2024

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FOLA Onboard & Offboarding: Design and User Research #1246

FOLA Onboard & Offboarding: Design and User Research #1246

Comments

fancyham commented Jun 24, 2022 • edited by Shienny1 Loading

Overview

Action Items

Resources/Instructions

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staceyrebekahscott commented Nov 22, 2022

itserindean commented Nov 22, 2022

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sei1122 commented Mar 9, 2023 • edited by jeristella Loading

Onboard @jeristella Jeristella Delos Santos

fancyham commented Mar 9, 2023 • edited by itserindean Loading

Onboard @anathinkui Anastasiia Svyrydova

itserindean commented Mar 15, 2023 • edited by vivian9w Loading

Onboard Vivian Wong 3/15/23

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itserindean commented Mar 23, 2023 • edited by ejstalker Loading

Onboard Evan Stalker 3/23/23

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fancyham commented Sep 8, 2023

Offboard Seiko Igi Sept 1, 2023

fancyham commented Oct 13, 2023

Offboard Fern Kranoksuwankul Oct 5, 2023

fancyham commented Oct 13, 2023

Offboard Jeristella Delos Santos Oct 12, 2023

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fancyham commented Jun 28, 2024 • edited by Shienny1 Loading

Onboard Shienny Sutanto Jun 27, 2024

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fancyham commented Jul 1, 2024 • edited Loading

fancyham commented Jun 24, 2022 •

edited by Shienny1

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sei1122 commented Mar 9, 2023 •

edited by jeristella

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fancyham commented Mar 9, 2023 •

edited by itserindean

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itserindean commented Mar 15, 2023 •

edited by vivian9w

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itserindean commented Mar 23, 2023 •

edited by ejstalker

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fancyham commented Jun 28, 2024 •

edited by Shienny1

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fancyham commented Jul 1, 2024 •

edited

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