Onboard & Offboard: Product #92

ExperimentsInHonesty · 2022-02-25T15:56:03Z

Dependency

Offboarding and Team Members Cleanup #91 identifying new people to onboard or offboard

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
  - [ ] ```#guides```
- [ ] Add to Google calendar invites
   - [ ] ~Monday - Team meeting~ currently on hold
   - [ ] Friday - Team meeting
- [ ] Google Drive
   - [ ] Add to Guides drive as Manager
   - [ ] Add to knowledgebase-content 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
       - [ ] [Guides vault]
       - [ ] Zoom vault
- [ ] Add to team page on Wiki
- [ ] Update the hackforla.org website team 
- [ ] Add PM Admin Access on VRMS
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Social Media Accounts with role assignment - not yet
   - [ ] Facebook - not yet
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
- [ ] Close their onboarding issue and link here
   - [ ] Review all guide issues they are assigned to and remove them from those 
     - [ ] Review their documents where they recorded their findings, to make sure we addressed or otherwise noted their observations
      - [ ] Reassign guide issues to team member(s), or add the Adopt Me label, or close the issues as necessary
- [ ] Remove from Google calendar invite
   - [ ] Monday - Team meeting, Friday - Team meeting
- [ ] WIKI
  - [ ] move to new place on team page - don't have yet
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Guides vault
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] Update the hackforla.org website team 
- [ ] Remove PM Admin Access on VRMS
- [ ] GitHub
     - [ ] confirm that user is on the read only team, (as a member not a maintainer)
     - [ ] remove from write team (only after read team confirmation) and indicate in the roster
- [ ] 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  - not yet
   - [ ] Facebook - not yet

Resources/Instructions

1password.com
Guides Google Drive Link
Knowlegebase-content Google Drive Link
Guides Team Roster
Check public and 2FA at people page
Guides GitHub Team URL
- base (read)
- write
- maintain
- [triage] - don't have
- admin
Guides WIKI team page: https://github.com/hackforla/guides/wiki/The-Team
Guides Figma
Guides Slack #guides
Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
Tutorials
- Forward emails to team members
Add/Remove PM Admin Access on VRMS
Project Profile Card review and update on hackforla.org website

org template updated 2022-02-23
Changelog

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

SheIsBukki · 2022-07-22T15:02:44Z

SheIsBukki · 2023-02-03T16:24:35Z

edwardsarah · 2023-04-03T13:42:29Z

edwardsarah · 2023-04-05T12:42:43Z

@SheIsBukki I'm not a manager of the Guides drive so I can't demote Prakhar to viewer, so if you could do so that would be great.

edwardsarah · 2023-04-16T16:19:45Z

edwardsarah · 2023-04-16T16:32:33Z

@ExperimentsInHonesty I can't remove Bukki from the google drive because I'm a content manager, not a manager, of the Guides google drive.

edwardsarah · 2023-07-28T15:21:02Z

edwardsarah · 2023-09-15T14:38:23Z

ExperimentsInHonesty · 2023-10-20T15:37:13Z

edwardsarah · 2024-01-17T15:19:53Z

edwardsarah · 2024-01-17T15:39:10Z

@ExperimentsInHonesty

How do I check for 2FA and public? I tried looking at GitHub's guidance on this issue but it doesn't reflect my experiences navigating the HfLA organization on GitHub
Unable to add Ayma to guides-maintain, can we sort this out on Friday?
Roster waiting for information on phone number, time zone, skills, availability, and linkedin
Waiting on acceptance of email address forwarding to add filter

edwardsarah · 2024-03-01T09:17:57Z

edwardsarah · 2024-04-26T10:41:27Z

edwardsarah · 2024-05-17T14:44:13Z

ExperimentsInHonesty · 2024-06-07T15:03:03Z

edwardsarah · 2024-08-09T14:35:19Z

edwardsarah · 2024-08-16T12:20:07Z

fchan218 · 2024-10-13T02:35:43Z

ExperimentsInHonesty · 2024-11-22T15:39:08Z

ExperimentsInHonesty self-assigned this Feb 25, 2022

ExperimentsInHonesty added role: Product size: 1pt Can be done in 6 hours or less feature: administrative labels Feb 25, 2022

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ExperimentsInHonesty mentioned this issue Feb 25, 2022

Offboarding and Team Members Cleanup #91

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ExperimentsInHonesty removed their assignment Feb 25, 2022

ExperimentsInHonesty added the dependency label Feb 25, 2022

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SheIsBukki added the feature: offboarding label Apr 14, 2022

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edwardsarah self-assigned this Apr 16, 2023

ExperimentsInHonesty mentioned this issue Oct 20, 2023

Guides: Meeting Agenda & Minutes #136

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edwardsarah assigned marygabrielian Mar 22, 2024

edwardsarah pinned this issue Mar 22, 2024

ExperimentsInHonesty unassigned edwardsarah and marygabrielian Apr 12, 2024

JesseTheCleric added this to P: Guides: Project Board Jun 21, 2024

JesseTheCleric moved this to Ice Box in P: Guides: Project Board Jun 21, 2024

edwardsarah self-assigned this Aug 16, 2024

fchan218 assigned fchan218 and unassigned edwardsarah Oct 13, 2024

Onboard & Offboard: Product #92

Onboard & Offboard: Product #92

Comments

ExperimentsInHonesty commented Feb 25, 2022 • edited Loading

Dependency

Overview

Date Updated

Action Items

Resources/Instructions

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SheIsBukki commented Jul 22, 2022 • edited Loading

Onboard @isaacmurna

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SheIsBukki commented Feb 3, 2023 • edited Loading

Onboard @seannwvong

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edwardsarah commented Apr 3, 2023 • edited Loading

Offboard Agbo Iveren (Ivy)

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edwardsarah commented Apr 5, 2023

edwardsarah commented Apr 16, 2023 • edited Loading

Offboard Bukki

edwardsarah commented Apr 16, 2023

edwardsarah commented Jul 28, 2023

Onboard

edwardsarah commented Sep 15, 2023 • edited Loading

Onboard Sarah (Colby)

ExperimentsInHonesty commented Oct 20, 2023 • edited Loading

Onboard Claire W. 2023-10-20

edwardsarah commented Jan 17, 2024 • edited Loading

Onboard Ayma Rahman

edwardsarah commented Jan 17, 2024

edwardsarah commented Mar 1, 2024 • edited Loading

Onboard Mary Gabrielian

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edwardsarah commented Apr 26, 2024 • edited Loading

Offboard Mary

edwardsarah commented May 17, 2024 • edited Loading

Offboard Ayma

ExperimentsInHonesty commented Jun 7, 2024 • edited by edwardsarah Loading

Onboard Jesus 2024-06-07

edwardsarah commented Aug 9, 2024 • edited Loading

Onboard France

edwardsarah commented Aug 16, 2024 • edited Loading

Onboard Aditya

Onboard

fchan218 commented Oct 13, 2024 • edited Loading

Offboard Sarah

Offboard

ExperimentsInHonesty commented Nov 22, 2024 • edited Loading

Onboard 2024-11-12 Kevin T

ExperimentsInHonesty commented Feb 25, 2022 •

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SheIsBukki commented Jul 22, 2022 •

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SheIsBukki commented Feb 3, 2023 •

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edwardsarah commented Apr 3, 2023 •

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ExperimentsInHonesty commented Oct 20, 2023 •

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ExperimentsInHonesty commented Jun 7, 2024 •

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ExperimentsInHonesty commented Nov 22, 2024 •

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