hackforla / hackforla/HomeUniteUs
Onboard & Offboard: Product
- Dominant language
- Python
- Stars
- 45
- Forks
- 22
- Avg merge
- 15d 1h
- Merged PRs (30d)
- 1
Description
### 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
date created: 2022-04-15
date updated: 2022-04-15
(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
- [ ] ```#home-unite-us```
- [ ] ```#home-unite-us-design```
- [ ] ```#home-unite-us-dev```
- [ ] ```#home-unite-us-fe-devs```
- [ ] Add to Google calendar invites
- [ ] TUESDAY - All-Team Meeting
- [ ] TUESDAY - Leadership Meeting
- [ ] THURSDAY - PM Team Meeting
- [ ] FRIDAY - Product Community of Practice Meeting
- [ ] Add to team page on Wiki (Does Not Currently Exist)
- [ ] Google Drive
- [ ] Add to drive as Manager
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Confirm they have filled out all the fields with white headers
- [ ] Check for Public and note in roster
- [ ] Update the Dark Gray column to L
- [ ] Update the Dark Gray column for Google Drive access to Manager
- [ ] GitHub
- [ ] Add to team write team
- [ ] Change membership to maintainer
- [ ] Add to read vault
- [ ] Change membership to maintainer
- [ ] Update the Dark Gray columns in the roster with the `write` permission granted
- [ ] Figma
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to vaults
- [ ] Home Unite Us
- [ ] Zoom vault
- [ ] Add to email address(s)
- [ ] homeuniteus@hackforla.org
- [ ] VRMS
- [ ] Add PM Admin Access on VRMS
- [ ] Open issue on VRMS repo to add the person as a project admin
- [ ] Add a link to that issue in a comment below with a link to this comment
- [ ] Check to see that they have access once the VRMS issue is closed
- [ ] Social Media Accounts with role assignment
- [ ] Facebook (TBD)
- [ ] Train how to
- [ ] login to team account
- [ ] setup chrome shortcut for adding to desktop
- [ ] use zoom spreadsheet, vault and accounts
- [ ] calendar invite
- [ ] Update the hackforla.org website team
```
```
#### Offboard
- [ ] Remove from Google calendar invite
- [ ] TUESDAY - All-Team Meeting
- [ ] TUESDAY - Leadership Meeting
- [ ] THURSDAY - PM Team Meeting
- [ ] FRIDAY - Product Community of Practice Meeting
- [ ] WIKI
- [ ] move to new place on team page
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] Home Unite Us
- [ ] Zoom vault
- [ ] Google Drive
- [ ] remove from drive, note in roster
- [ ] Roster
- [ ] mark as inactive
- [ ] GitHub
- [ ] unassign them from any issues they are assigned to (see tab in roster)
- [ ] check to make sure they are on the base team
- [ ] remove maintainer access (but leave on team)
- [ ] remove from write team
- [ ] update the Dark Gray column in the roster to indicate they have `read` permission instead of `write`
- [ ] Figma
- [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
- [ ] homeuniteus@hackforla.org
- [ ] VRMS
- [ ] Remove PM Admin Access on VRMS
- [ ] Open issue on VRMS repo to remove the person as a project admin
- [ ] Add a link to that issue in a comment below with a link to this comment
- [ ] Remove from Social Media Accounts with role assignment
- [ ] Facebook (TBD)
- [ ] Update the hackforla.org website team
```
### Resources/Instructions
- [1password.com](https://1password.com/)
- [OLD Google Drive Link](https://drive.google.com/drive/folders/1ahxiD9rIsBtx0yAPlPcPaGw8zGrfHHm9?usp=sharing)
- [NEW Google Drive Link](https://drive.google.com/drive/folders/1i88Pb19tHwWLaj6q3LDzIsKLwrlAgVIe)
- [Team Roster](https://docs.google.com/spreadsheets/d/1Qp0iLv5Bvafip9y8gu9AUy2d5800916ybJ4_YElmyYM/edit#gid=1806338047)
- Check public at [people page](https://github.com/orgs/hackforla/people)
- [Home Unite Us GitHub Team URL](https://github.com/orgs/hackforla/teams?query=home)
- [base (read)](https://github.com/orgs/hackforla/teams/home-unite-us/members)
- [write](https://github.com/orgs/hackforla/teams/home-unite-us-write)
- [maintain] - Does Not Yet Exist
- [triage] - Does Not Yet Exist
- [admin](https://github.com/orgs/hackforla/teams/home-unite-us-admins/members)
- [other](https://github.com/orgs/hackforla/teams/host-home-poc-securityalerts/members)
- WIKI team page [Home Unite Us](https://github.com/hackforla/HomeUniteUs/wiki)
- Figma [Home Unite US Team](https://www.figma.com/files/project/42170605/Team-project?fuid=835625862972049623)
- [Project Profile Card review and update on hackforla.org website](https://github.com/hackforla/website/issues/new?assignees=&labels=P-Feature%3A+Project+Info+and+Page%2Crole%3A+back+end%2FdevOps%2Crole%3A+front+end%2CComplexity%3A+Small%2Csize%3A+0.5pt%2Ctime+sensitive&projects=&template=project-profile-card-review-and-update.yml&title=Update+Project+Profile%3A+%5BProject+Name%5D)
- [Add/Remove PM Admin Access on VRMS](https://github.com/hackforla/VRMS/issues/new?assignees=&labels=role%3A+Product%2C+time-sensitive&projects=&template=add-remove-pm-admin-access.md&title=Add%2FRemove+PM+Admin+Access%3A+%5Bname+of+project%5D)
- Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
- Tutorials
- [Forward emails to team members](https://github.com/hackforla/product-management/wiki/Forward-emails-to-team-members)
- [Add/Remove PM Admin Access](https://github.com/hackforla/VRMS/issues/new?assignees=&labels=role%3A+Product%2C+size%3A+0.25%2C+time-sensitive&projects=&template=add-remove-pm-admin-access.md&title=Add%2FRemove+PM+Admin+Access%3A+%5Bname+of+project%5D)
---
[org template](https://raw.githubusercontent.com/hackforla/.github/main/.github/ISSUE_TEMPLATE/onboard---offboard--product.md) updated 2022-02-23
[Changelog](https://github.com/hackforla/product-management/wiki/Onboard-Offboard-Changelog)
---
Other onboarding issues
- https://github.com/hackforla/HomeUniteUs/issues/697
- https://github.com/hackforla/HomeUniteUs/issues/696
- https://github.com/hackforla/HomeUniteUs/issues/695
Contributor guide
Assessment
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