Onboard & Offboard: Product

[henlatourrette]

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.

Action Items

• Copy template to comment below
• Add name of person
• Check off as done

#### Onboard
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write 
        - [ ] Change membership to maintainer
     - [ ] Add to  [PM team](https://github.com/orgs/100Automations/teams/website-write)
- [ ] Figma 
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] 100automations vault
       - [ ] Zoom vault
- [ ] Train how to 
   - [ ] login to team email account
   - [ ] setup chrome new desktop shortcut (chrome profile for email account)
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
- [ ] Gmail
   - [ ] set up forwarder to add personal email address
   - [ ] set up filter to forward all incoming mail from [email protected] to personal email
- [ ] HFLA Project team
   - [ ] Add to HFLA website 100 Automations project page https://www.hackforla.org/projects/100-automations 

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] 100 Automations vault
       - [ ] 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
- [ ] Gmail
   - [ ] remove filter to forward all incoming mail from [email protected] to personal email
   - [ ] remove forwarder to add personal email address
- [ ] HFLA Project team
   - [ ] Remove from HFLA website project page https://www.hackforla.org/projects/100-automations  

Resources/Instructions

• 1password.com
• 100 Automations Google Drive
• GitHub Write Team page
• https://github.com/100Automations/Website/wiki/Joining-the-Team
• Project Team
• Roster
• Figma

[henlatourrette]

Offboard Niven Prasad - Feb 5th, 2022

• 1password setup
  • remove from team vaults
    • 100 Automations vault
    • 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
• Gmail
  • remove filter to forward all incoming mail from [email protected] to personal email
  • remove forwarder to add personal email address
• HFLA Project team
  • Remove from HFLA website project page https://www.hackforla.org/projects/100-automations

Notes:

• Wrote to Niven on 02/05/2022 and added him to the new drive and asked him to move a file that's in his personal drive. 100 Automations - Democracy Lab Schedule 5.8