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Onboard & Offboard: UX / UI Designer #543

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4 tasks
jamiesiu opened this issue Apr 21, 2022 · 22 comments
Open
4 tasks

Onboard & Offboard: UX / UI Designer #543

jamiesiu opened this issue Apr 21, 2022 · 22 comments
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@vanessaavviles @amejiamesinas
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documentation Improvements or additions to documentation feature: onboard / offboard onboarding & offboarding issue level: missing This issue is missing an issue level label priority: low role: design anything related to design size: 1pt can be done in 6 hours or less
Milestone
Team Workflow

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@jamiesiu
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jamiesiu commented Apr 21, 2022 •
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Dependency

Waiting to have a UX/UI Designer to on/off-board.

Overview

We need to have a checklist of items to do when a UX / UI Designer onboards 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)
2022-04-20

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
- [ ] Design / PM Walkthrough
   - [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations 
- [ ] [Google Drive](https://drive.google.com/drive/folders/1qR-5gm7a-3h-Zm6Tu8IxDQ6yL488kf1n)
   - [ ] Add to drive as Contributor
- [ ] [Team Roster](https://docs.google.com/spreadsheets/d/12sAwYiQJP4fmEONF6-oUVYFVupTwSkci/edit)
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public organization visibility and note in roster
- [ ] GitHub
     - [ ] Add to team Expunge Assist [write vault](https://github.com/orgs/hackforla/teams/expunge-assist-write)
     - [ ] Add to read vault
- [ ] [Figma team invite](https://www.figma.com/files/team/957045401738666965/Expunge-Assist's-team/members?fuid=1085745174581545626)
  - [ ] invite
  - [ ] acceptance
- [ ] Slack 
  - [ ] confirm in team channel
  - [ ] confirm in design/content channel
- [ ] Google Calendar
  - [ ] send invites to syncs 
- [ ] Additional documentation 
  - [ ] e.g. Share latest Usability Testing Results
- [ ] Wiki share
  - [ ] [Update Team Roster Wiki](https://github.com/hackforla/expunge-assist/wiki/The-Team)
- [ ] Help Identify First Issue w/ Team


#### Offboard
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] demote to view access
- [ ] Wiki / HFLA website team roster Update
  - [ ] [Update Team Roster Wiki](https://github.com/hackforla/expunge-assist/wiki/The-Team)
  - [ ] [Update HFLA Website "Current Team" as needed](https://www.hackforla.org/projects/expunge-assist.html)
- [ ] Google Calendar
  - [ ] removes from sync invites

Resources/Instructions

org template updated 2022-02-09

Reference for parity
@jamiesiu jamiesiu added documentation Improvements or additions to documentation role: design anything related to design priority: low size: 1pt can be done in 6 hours or less feature: onboard / offboard onboarding & offboarding labels Apr 21, 2022
@jamiesiu
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jamiesiu commented Apr 21, 2022 •
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Onboarding for Serena Sanders (by Daisy + Jamie)

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
    • Add to team Expunge Assist Write
    • Add to read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • Expunge-Assist
      • Zoom vault
  • Add to email address(s)
  • Train how to
    • login to team account
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite
  • Confirm any updates needed to this checklist / template

Note: Remainder here not required for non-PM roles (as PM's assist with calendar invites, email inbox awareness. Can add permissions later if teammate needs these for project work.

@jamiesiu jamiesiu self-assigned this Apr 26, 2022
@ValeriyaMetla ValeriyaMetla added dependency The issue or reason why this issue is in the icebox priority: high and removed dependency The issue or reason why this issue is in the icebox priority: low labels May 5, 2022
@thomasdemoner thomasdemoner added this to the Project Management milestone May 5, 2022
@ValeriyaMetla ValeriyaMetla added the dependency The issue or reason why this issue is in the icebox label May 10, 2022
@ValeriyaMetla ValeriyaMetla removed this from the G. Project Management milestone May 24, 2022
@jamiesiu jamiesiu added this to the 05 Team Workflow milestone May 30, 2022
@jamiesiu jamiesiu self-assigned this Jun 9, 2022
@jamiesiu
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jamiesiu commented Jun 9, 2022 •
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Onboard with Anita Morales @anitadesigns

  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
    • Check for 2FA and note in roster
  • GitHub
    • Add to team Expunge Assist
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs

(Below is primarily for Product/Leads)

  • 1password
    • invitation
    • acceptance
    • add to vaults
      • Expunge-Assist
      • Zoom vault
  • Add to email address(s)
  • Train how to
    • login to team account
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@jamiesiu
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jamiesiu commented Jun 16, 2022 •
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Onboard Sam C.

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs

@jamiesiu
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jamiesiu commented Jun 22, 2022 •
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Onboard Sarah Ahmed

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs

@jamiesiu
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jamiesiu commented Aug 4, 2022 •
edited
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Onboard Snigdha Behara

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Editor
  • Roster
    • Send link
    • Team member adds themselves - 8/17 missing availability information
    • Check for Public and note in roster - noted they are Private now so needs to be updated
  • GitHub - waiting to confirm current username
    • Add to team Expunge Assist write vault
    • Add to read vault
    • Note: 8/17 - unable to add Snigdha to read/write vault at this time as not in organization - looks to be due to private visibility for profile. Visible under HFLA people list
  • Figma
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs

Offboard

  • 1password setup
    • remove from team vaults
      • Expunge-Assist
      • 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
  • Help them delete the desktop shortcut to email address if they made one.
  • Remove from email address(s)

@jamiesiu jamiesiu mentioned this issue Aug 4, 2022
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@jamiesiu
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jamiesiu commented Aug 18, 2022 •
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Onboard David Lee

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves - 8/17 note - missing availability information
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@jamiesiu
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jamiesiu commented Sep 22, 2022 •
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Onboard Phuong (Phu)

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
    • 9/21 we did a brief walkthrough but may require additional followup
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@jamiesiu
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Removed several alumni members from the Github EA write vault as they are no longer active and would not require edit access.

@jamiesiu
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jamiesiu commented Nov 24, 2022 •
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Onboard Justin Yeh

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@jccchurch
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jccchurch commented May 3, 2023 •
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Onboard Michelle Bui

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@jccchurch
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jccchurch commented May 3, 2023 •
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Onboard Elizabeth Brown

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@amejiamesinas amejiamesinas reopened this Jun 5, 2023
@amejiamesinas amejiamesinas assigned CBx3000 and unassigned jccchurch Sep 27, 2023
@amejiamesinas
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amejiamesinas commented Oct 11, 2023 •
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Offboard Phuong, Serena, & David Lee

  • Google Drive
    • demote to viewer
  • Roster
    • mark as inactive
  • GitHub
    • demote member to read only team and remove from write team
  • Figma
    • demote to view access
  • Wiki / HFLA website team roster Update
  • Google Calendar
    • removes from sync invites (design meetings; design/dev collab ; design/content collab; and all team)

@anitadesigns
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Onboard Amanda Castro-Caballero

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Team Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@amejiamesinas
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amejiamesinas commented Oct 26, 2023 •
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Onboard @adammitch3ll

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Team Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@amejiamesinas
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amejiamesinas commented Nov 9, 2023 •
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Onboard @amandacaballero

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Team Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@anitadesigns
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anitadesigns commented Feb 16, 2024 •
edited by CBx3000
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Offboard Adam Mitchell

@anitadesigns anitadesigns removed the dependency The issue or reason why this issue is in the icebox label Feb 19, 2024
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anitadesigns commented Mar 2, 2024 •
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Offboard Elizabeth Brown

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anitadesigns commented Mar 2, 2024 •
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Offboard Michelle Bui

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anitadesigns commented Mar 6, 2024 •
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Onboard Ellynna Ruan

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Team Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@anitadesigns
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anitadesigns commented Mar 6, 2024 •
edited by vanessaavviles
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Onboard Christina Campbell

  • Design / PM Walkthrough
    • Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • Google Drive
    • Add to drive as Contributor
  • Team Roster
    • Send link
    • Team member adds themselves
    • Check for Public organization visibility and note in roster
  • GitHub
    • Add to team Expunge Assist write vault
    • Add to read vault
  • Figma team invite
    • invite
    • acceptance
  • Slack
    • confirm in team channel
    • confirm in design/content channel
  • Google Calendar
    • send invites to syncs
  • Additional documentation
    • e.g. Share latest Usability Testing Results
  • Wiki share
  • Help Identify First Issue w/ Team

@anitadesigns anitadesigns mentioned this issue Mar 7, 2024
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@CBx3000
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CBx3000 commented Mar 11, 2024

Hey @anitadesigns ! I was going through the GitHub onboarding /off boarding issues I was tagged in and I don't see the Github user names for the following people on the Team Roster . I’m trying demote / give them Github access :

Christina Campbell
Ellynna Ruan
Elizabeth Brown
Michelle Bui

I also wasn’t able to demote two of the designers to a viewer in the EA Google Drive : Elizabeth Brown and Michelle Bui .

@anitadesigns
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hey @CBx3000 found the GitHub user names! I attached them below:

Christina Campbell: ChrisCamp201
Ellynna Ruan: eruan8888
Elizabeth Brown: ermbrown
Michelle Bui: mbui31

@github-actions github-actions bot added the issue level: missing This issue is missing an issue level label label May 12, 2024
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@vanessaavviles vanessaavviles

@amejiamesinas amejiamesinas

Labels
documentation Improvements or additions to documentation feature: onboard / offboard onboarding & offboarding issue level: missing This issue is missing an issue level label priority: low role: design anything related to design size: 1pt can be done in 6 hours or less
Projects
EA: Project Board
Status: Start Here
Milestone
Team Workflow
Development

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9 participants
@thomasdemoner @jamiesiu @RenaNicole @ValeriyaMetla @anitadesigns @vanessaavviles @amejiamesinas @jccchurch @CBx3000