Onboard & Offboard: Product

[robinglov]

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

2024-02-03

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
  - [ ] #incubator
- [ ] Add to Google calendar invites
   - [ ] Sundays at 6:00pm PT - PM meeting
   - [ ] Tuesdays at 6:30pm PT- Team Leads 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
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Incubator
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] Sundays at 6:00pm PT - PM meeting
   - [ ] Tuesdays at 6:30pm PT- Team Leads meeting
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] incubator
       - [ ] 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]

Resources/Instructions

• 1password.com
• Incubator Google Drive
• Team Roster
• Check public and 2FA at people page
• Incubator GitHub Teams
  • base (read)
  • write
  • maintain
  • admin
• WIKI team page: https://github.com/hackforla/incubator/wiki/The-Team
• Incubator Figma
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23
Changelog

[robinglov]

@ExperimentsInHonesty we discussed creating this issue on 2023-01-28, but it seems to be a duplicate of #27 . Is it just the team wiki about onboarding/offboarding that's needed?

Bonnie says: it's not a duplicate, they have different permissions and resources in their checklists.

[madcharlie02]

Onboard Jenny Chen, 2024-02-25

• Slack channel membership
  • #incubator
• Add to Google calendar invites
  • Sundays at 6:00pm PT - PM meeting
  • Tuesdays at 6:30pm PT- Team Leads 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
• GitHub
  • Add to team write team
    • Change membership to maintainer
  • Add to read vault
    • Change membership to maintainer
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • Incubator
    • Zoom vault
• Add to email address(s)
  • [email protected]
• Train how to
  • login to team account
  • setup chrome shortcut for adding to desktop
  • use zoom spreadsheet, vault and accounts
  • calendar invite