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Onboard & Offboard: Product #92

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3 tasks
Tracked by #91
ExperimentsInHonesty opened this issue Jan 15, 2022 · 12 comments
Open
3 tasks
Tracked by #91

Onboard & Offboard: Product #92

ExperimentsInHonesty opened this issue Jan 15, 2022 · 12 comments
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@joshfishman
Labels
feature: Onboarding role: Product size: 1pt Can be done in 6 hours or less
Milestone
05. Team Workflow

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 15, 2022 •
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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

chrome://settings/manageProfile
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9 tasks
@ExperimentsInHonesty ExperimentsInHonesty changed the title Onboard new team member Onboard & Offboard: Product Jan 15, 2022
@ExperimentsInHonesty ExperimentsInHonesty added role: Product size: 1pt Can be done in 6 hours or less labels Jan 15, 2022
@ExperimentsInHonesty

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 15, 2022 •
edited by kalyaniraman
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Joanne 2022-01-10

Offboard

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 15, 2022 •
edited by kalyaniraman
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ebelle and phoebe should already have been offboarded, but I don't think they were.

Offboard Phoebe

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

Offboard Ebelle

  • 1password setup
    • remove from team vaults
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

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@kalyaniraman kalyaniraman mentioned this issue Jan 17, 2022
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@kalyaniraman
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kalyaniraman commented Jan 22, 2022 •
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Offboard Chianta

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@kalyaniraman
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kalyaniraman commented Jan 22, 2022 •
edited
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Offboard Sonu

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@kalyaniraman
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kalyaniraman commented Jan 22, 2022 •
edited
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Offboard Jasmine Kim

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@kalyaniraman
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kalyaniraman commented Jan 22, 2022 •
edited
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Offboard Shika

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@Benbaillou Benbaillou mentioned this issue Jan 25, 2022
Closed
This was referenced Jan 27, 2022
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@kalyaniraman
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kalyaniraman commented Feb 11, 2022 •
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Offboard Kevin

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@kalyaniraman
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kalyaniraman commented Feb 11, 2022 •
edited
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Offboard Bernard

  • 1password setup
    • remove from team vaults
      • OCS main vault
      • OCS Empower LA 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

@kalyaniraman
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kalyaniraman commented May 28, 2022 •
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Onboard Ambareen

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

@ExperimentsInHonesty
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ExperimentsInHonesty commented Sep 26, 2022 •
edited by joshfishman
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Onboard Joshua Fishman 2022-09-26

  • 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 OCS: PM's meeting Agenda and Notes #68

@joshfishman
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@ExperimentsInHonesty This is done except the Zoom spreadsheet

@ExperimentsInHonesty ExperimentsInHonesty moved this to In progress (actively working) in P: OCS: Project Board Aug 21, 2024
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Assignees

@joshfishman joshfishman

Labels
feature: Onboarding role: Product size: 1pt Can be done in 6 hours or less
Projects
P: OCS: Project Board
Status: In progress (actively working)
Milestone
05. Team Workflow
Development

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@joshfishman @ExperimentsInHonesty @kalyaniraman