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Onboard & Offboard: Product #396

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4 tasks
JRHutson opened this issue Apr 16, 2022 · 20 comments
Open
4 tasks

Onboard & Offboard: Product #396

JRHutson opened this issue Apr 16, 2022 · 20 comments
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@lola3736
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Complexity: Small Issue has detailed instructions to resolve and the task is simple. Feature: Administrative Administrative chores, etc... points: 1 Can be done in 4-6 hours Role: PM
Milestone
w - Ongoing

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@JRHutson
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JRHutson commented Apr 16, 2022 •
edited by lola3736
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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.

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 - PM Org 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 - PM meeting
   - [ ] TUESDAY - All-team meeting
   - [ ] TUESDAY - Design team meeting
   - [ ] TUESDAY - Dev team 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

org template updated 2022-02-23
Changelog

Other onboarding issues
@JRHutson JRHutson added this to the x- Continuous milestone Apr 16, 2022
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@sanya301 sanya301 mentioned this issue Oct 4, 2023
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This was referenced May 18, 2024
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4 tasks
@lola3736 lola3736 mentioned this issue May 21, 2024
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@ExperimentsInHonesty
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ExperimentsInHonesty commented May 29, 2024 •
edited by lola3736
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2024-05-28

Offboard

  • Paras Dhama , pardhama
  • Raji Pradheap . rpradheap
  • Remove from Google calendar invite
    • TUESDAY - PM meeting
    • TUESDAY - All-team meeting
    • TUESDAY - Design team meeting
    • TUESDAY - Dev team 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
    • 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)
  • 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)

@lola3736
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lola3736 commented Aug 8, 2024 •
edited
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Onboard Gabriella 08/07/2024

  • Slack channel membership
    • #home-unite-us
    • #home-unite-us-pm
    • #home-unite-us-design
    • #home-unite-us-dev
    • #home-unite-us-fe-devs
  • Add to Google calendar invites
    • TUESDAY - PM Org Meeting
    • TUESDAY - All-team meeting
    • THURSDAY - PM meeting
    • FRIDAY - Product Owner Meeting
  • Add to team page on Wiki (Does Not Currently Exist) - NA
  • Google Drive
    • Add to drive as Manager
  • Roster
  • 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 - NA
    • invitation - NA
    • acceptance - NA
    • add to vaults - NA
      • Home Unite Us - NA
      • Zoom vault - NA
  • Add to email address(s)
  • 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) - NA
  • Train how to
    • login to team account
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@lola3736
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lola3736 commented Aug 8, 2024 •
edited
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Onboard Teja 08/07/2024

  • Slack channel membership
    • #home-unite-us
    • #home-unite-us-pm
    • #home-unite-us-design
    • #home-unite-us-dev
    • #home-unite-us-fe-devs
  • Add to Google calendar invites
    • TUESDAY - All-team meeting
    • TUESDAY - PM Org meeting
    • THURSDAY - PM meeting
    • FRIDAY - Product Owner Meeting
  • Add to team page on Wiki (Does Not Currently Exist)
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link [Home Unite Us Team Roster]
    • 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
  • Figma
    • invite
    • acceptance
  • 1password - NA
    • invitation - NA
    • acceptance - NA
    • add to vaults - NA
      • Home Unite Us - NA
      • Zoom vault - NA
  • Add to email address(s)
  • 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

@lola3736 lola3736 mentioned this issue Aug 8, 2024
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@lola3736
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lola3736 commented Aug 13, 2024 •
edited
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Onboard Jasmine 08/13/2024

  • Slack channel membership
    • #home-unite-us
    • #home-unite-us-pm
    • #home-unite-us-design
    • #home-unite-us-dev
    • #home-unite-us-fe-devs
  • Add to Google calendar invites
    • TUESDAY - All-team meeting
    • TUESDAY - PM Org Meeting
    • THURSDAY - PM meeting
    • FRIDAY - Product CoP Meeting
  • Add to team page on Wiki (Does Not Currently Exist)
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link [Home Unite Us Team Roster]
    • 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 - NA
    • invitation - NA
    • acceptance - NA
    • add to vaults - NA
      • Home Unite Us - NA
      • Zoom vault - NA
  • Add to email address(s) -
  • 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

@lola3736 lola3736 self-assigned this Aug 27, 2024
@lola3736 lola3736 added the Complexity: Small Issue has detailed instructions to resolve and the task is simple. label Aug 27, 2024
@lasryariel
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lasryariel commented Aug 30, 2024 •
edited
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Onboard Kiyingi 8/29/24

  • 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 - PM Org Meeting
    • THURSDAY - Engineering 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)
  • 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

@lola3736 lola3736 mentioned this issue Oct 3, 2024
Open
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@lola3736 lola3736

Labels
Complexity: Small Issue has detailed instructions to resolve and the task is simple. Feature: Administrative Administrative chores, etc... points: 1 Can be done in 4-6 hours Role: PM
Projects
P: HUU: Project Board
Status: Recurring Items
Milestone
w - Ongoing
Development

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7 participants
@rossbb @JRHutson @sanya301 @ExperimentsInHonesty @lasryariel @randelbrot @lola3736