Create a Guide/Template: using onboarding/offboarding issues for your project

[ExperimentsInHonesty]

Overview

We need to create a guide to making and using onboarding/offboarding issues so that it's easy and consistent to onboard people and that we maintain security by properly removing people.

Action Items

The phases in the guide-making process are listed below. Each phase displayed in blue is linked to a wiki page with instructions on how to complete that phase. Open the wiki page in a new tab, copy the instructions for each part into the section labelled 'Tasks' at the bottom of this issue, and complete each task listed.

• Gather Examples Solo (open in a new tab)
• Gather Examples Collaboratively
• Create a Guide Draft
  • If needed, create a template
• Have your guide peer reviewed
• Present your guide for leadership review

Resources/Instructions

• Product Management Wiki page on how to Onboard-Offboard (a temporary place to store guidance until we are ready to make the guide)
• There are already two WIP templates (adding to wiki and creating onboard/offboard issue) and they are in the link directly above

Projects to Check

• 100 Automations
• 311 Data
• Access the Data
• BallotNav
• Brigade Organizer's Playbook
• Civic Tech Index
• Civic Tech Jobs
• Civic Tech Structure
• Data Science Projects
• Design Systems
• Engage
• Expunge-Assist (formerly known as Record Clearance)
• Food Oasis
• GreenEarthOS
• Guides
• HomeUniteUs
• Internship project
  • Onboarding-Process-for-Project-Team-Leads
• Lucky Parking
• Open Community Survey
• People Depot
• Tables team
• TDM Calculator
• VRMS
• Hack for LA's Website
• Youth Justice Nav

Tasks

• This is where you will copy instructions from the wiki page for the step you are currently on.

[ExperimentsInHonesty]

Create a new page on each Project's wiki

• See instructions

[aymarmsba]

Prior version of issue

Overview

We need to create a guide to making and using onboarding/offboarding issues so that it's easy and consistent to onboard people and that we maintain security by properly removing people.

Action Items

• Gather examples of which Hack for LA projects have done it, adding each example as a link in the comments below section
  • Once done, remove the "TG: Gather Examples" label and add the "TG: Draft Template" label
• Create a draft template, either in markdown format in this issue or a google doc in the old product management google drive new product management google drive>Product Management Guides
  • Once done, remove the "TG: Draft Template" label and add the "TG: Create Guide" label
• Create a guide on how to use the template
  • Once done, remove the "TG: Create Guide" label and add the "TG: Review Guide" label
• Review the guide with product management communities of practice
  • Once done, remove the "TG: Review Guide" label and add the "TG: Leadership Review" label
• Present to Hack for LA leadership team for sign off
  • Once approved, remove the "TG: Leadership Review" label and add the "TG: Place Guide" label
• Possibly create an issue template on .github
  • Include link to template under resources if you add it as a template in .github

Resources

• Refer to Create a Guide/Template: How to Format A Guide #106 for how to write a guide and the guide template
• Product Management Wiki page on how to Onboard-Offboard (a temporary place to store guidance until we are ready to make the guide)
• There are already two WIP templates (adding to wiki and creating onboard/offboard issue) and they are in the link directly above

Projects to check

• 100 Automations
• 311 Data
• Access the Data
• BallotNav
• Brigade Organizer's Playbook
• Civic Tech Index
• Civic Tech Jobs
• Civic Tech Structure
• Data Science Projects
• Design Systems
• Engage
• Expunge-Assist (formerly known as Record Clearance)
• Food Oasis
• GreenEarthOS
• Guides
• HomeUniteUs
• Internship project
  • Onboarding-Process-for-Project-Team-Leads
• Lucky Parking
• Open Community Survey
• People Depot
• Tables team
• TDM Calculator
• VRMS
• Hack for LA's Website
• Youth Justice Nav

[aymarmsba]

Assignee, Labels, Project Board Placement, and Milestones for this issue in the Product Repo: