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Epic: Onboarding / Offboarding all team members #263

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ExperimentsInHonesty opened this issue Oct 17, 2023 · 2 comments
Open
3 tasks

Epic: Onboarding / Offboarding all team members #263

ExperimentsInHonesty opened this issue Oct 17, 2023 · 2 comments

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Oct 17, 2023

Overview

We need to have multiple onboarding issues in order to have a reliable custom onboarding process for each type of team member

Action Items

  • Create onboarding/offboarding issues for each type that shares specific permissions
  • Add the issues to the icebox with dependency label until we are ready to onboard

Resources/Instructions

The below in brackets will get linked to the issue you create using the instructions found on Product Management CoP guidance on Onboarding and Offboarding

Resources for Onboarding

Add the links below each item
* Name of project's Slack channel(s)
  * bop
* Times/days of all your team's meetings
  * PM - Sunday 8am PST 11P am EST / 5:00 pm WAT
  * All Monday 11:30 am PST/2:30 pm EST/ 8:30 pm WAT
  * DEV Friday 11:00 am PST/2:00 pm/ 8:00 pm WAT
* [Team roster link](https://docs.google.com/spreadsheets/d/1-0SQyyvZGACrXdh6LKRk1EN2rD2qaHU21eGZ7-O0vwE)
* [Check for public](https://github.com/orgs/hackforla/people)
* Name of project's 1password vault(s)
  * BOP (for PMs and research)
  * BOP - Dev/Data
  * BOP - UI/UX (for design)
* Project's HfLA email address(s)
  * [email protected]
- [Project's Google Drive link](https://drive.google.com/drive/folders/0AHm1jtnPQgtkUk9PVA)
- [GitHub Team URL](https://github.com/orgs/hackforla/teams?query=bop)
     - [Write team](https://github.com/orgs/hackforla/teams/bop-write/)
     - [Read team](https://github.com/orgs/hackforla/teams/bop/members)
- [Figma](https://www.figma.com/files/team/1165704529667395862/HfLA%3A-BOP?fuid=775836858007206739)
@ExperimentsInHonesty
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ExperimentsInHonesty commented Apr 28, 2024

### Dependencies
- We have a new person to onboard

### Overview
We need to onboard the new team member to our resources so that they can have access to the drive and repo.

### Action Items
#### For Onboarding
- [ ] Copy the Onboarding template below, to a comment
- [ ] add the person's name
- [ ] replace `YYYY-MM-DD` with the date using that format
- [ ] check off the boxes as you add the person to each asset, using the links below.

#### For Offboarding
- [ ] Copy the Offboarding template below, to a comment
- [ ] add the person's name
- [ ] replace `YYYY-MM-DD` with the date using that format
- [ ] check off the boxes as you remove the person from each asset, using the links below.

### Resources/Instructions

#### Onboarding template
```
#### Onboard
- Name: 
- Date: YYYY-MM-DD
- [ ] Slack channel membership
  - [ ] BOP
- [ ] Add to relevant Google calendar invites
   - [ ] PM
   - [ ] All
   - [ ] DEV 
- [ ] Add to team page on Wiki (don't currently have one)
- [ ] Google Drive
   - [ ] Add as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
- [ ] GitHub
     - [ ] Add to team write team
       - [ ] promote to maintainer
     - [ ] Add to read vault
       - [ ] promote to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to appropriate vaults
        - [ ] BOP (for PMs and research)
        - [ ] BOP - Dev/Data
        - [ ] BOP - UI/UX (for design)
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
   - [ ] [REPLACE with name of secondary email]
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
```

```
#### Offboard
- [ ] Remove from Google calendar invite
   - [ ] PM
   - [ ] All
   - [ ] DEV 
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
        - [ ] BOP (for PMs and research)
        - [ ] BOP - Dev/Data
        - [ ] BOP - UI/UX (for design)
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] remove from drive
- [ ] 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)
   - [ ] [email protected]
   - [ ] [REPLACE with name of secondary email]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook
```


### Resources for Onboarding 
Add the links below each item
* Name of project's Slack channel(s)
  * bop
* Times/days of all your team's meetings
  * PM - Sunday 8am PST 11P am EST / 5:00 pm WAT
  * All Monday 11:30 am PST/2:30 pm EST/ 8:30 pm WAT
  * DEV Friday 11:00 am PST/2:00 pm/ 8:00 pm WAT
* [Team roster link](https://docs.google.com/spreadsheets/d/1-0SQyyvZGACrXdh6LKRk1EN2rD2qaHU21eGZ7-O0vwE)
* [Check for public](https://github.com/orgs/hackforla/people)
* Name of project's 1password vault(s)
  * BOP (for PMs and research)
  * BOP - Dev/Data
  * BOP - UI/UX (for design)
* Project's HfLA email address(s)
  * [email protected]
  * [How to forward email addresses to team members](https://github.com/hackforla/product-management/wiki/Forward-emails-to-team-members)
- [Project's Google Drive link](https://drive.google.com/drive/folders/0AHm1jtnPQgtkUk9PVA)
- [GitHub Team URL](https://github.com/orgs/hackforla/teams?query=bop)
     - [Write team](https://github.com/orgs/hackforla/teams/bop-write/)
     - [Read team](https://github.com/orgs/hackforla/teams/bop/members)
- [Figma](https://www.figma.com/files/team/1165704529667395862/HfLA%3A-BOP?fuid=775836858007206739)

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