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UI/UX: Onboard & Offboard: CoP Lead #244

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3 tasks
ExperimentsInHonesty opened this issue Feb 9, 2022 · 12 comments
Open
3 tasks

UI/UX: Onboard & Offboard: CoP Lead #244

ExperimentsInHonesty opened this issue Feb 9, 2022 · 12 comments
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@leopeng101 @juliagab56 @Aparna1Gopal @pogwon
Labels
UI/UX CoP Leads Issues allocated to the 'CoP Leads' Project Board

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@ExperimentsInHonesty
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ExperimentsInHonesty commented Feb 9, 2022 •
edited by Aparna1Gopal
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Overview

We need to have a checklist of items to do when a CoP onboard and offboards so that the process can be consistent and fast.

Date Updated

2024-04-30

Action Items

  • Copy template to comment below
  • Add name of person
  • Check off as done
#### Onboard
- [ ] Slack channel membership
  - [ ] [ui-ux](https://hackforla.slack.com/archives/C017ESHSMNG)
  - [ ] [cop-leads-ui-ux](https://hackforla.slack.com/archives/C03JX5XHF9S)
- [ ] Add to Google calendar invites
   - [ ] [Wednesday 6pm PST - CoP meeting]
   - [ ] [DAY - CoP lead meeting]
- [ ] Add to team page on [Wiki](https://github.com/hackforla/UI-UX/wiki/CoP-Leads)
- [ ] Google Drive
   - [ ] Change their permission to Manager
- [ ] Roster
  - [ ] Mark a L for leader
  - [ ] Check for Public
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] UI/UX Community of Practice
       - [ ] UI/UX Community of Practice Designers
       - [ ] Zoom vault
       - [ ] Onboarding vault
       - [ ] Grant access to Zoom Meeting Setup spreadsheet
- [ ] Add to email address(s) forwarding
   - [ ] [email protected]
   - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team email accounts
   - [ ] setup chrome shortcut for adding profile to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
- [ ] Add new Co-lead to [HfLA website](https://www.hackforla.org/communities-of-practice)
     - [ ] [Open issue](https://github.com/hackforla/website/issues/new?assignees=&labels=role%3A+product%2CP-Feature%3A+Communities+of+Practice%2Ctime+sensitive%2CComplexity%3A+Missing%2Csize%3A+missing&projects=&template=communities-of-practice-information-updates.yml&title=Communities+of+Practice+information+updates%3A+%5BINSERT+NAME+OF+Community+of+Practice%5D)
     - [ ] Add co-lead to website, by website team
- [ ] New Co-lead to review the [UI/UX Community of Practice Co-Leads Guidelines](https://github.com/hackforla/UI-UX/wiki/CoP-Leads) as part of Onboarding

#### Offboard
- [ ] Ask # Admin to remove from # cop-leads-ui-ux in Slack
- [ ] Remove from Google calendar invite
   - [ ] [Wednesday 6pm PST - CoP meeting]
   - [ ] [DAY - CoP lead meeting]
- [ ] WIKI
  - [ ] move to new place on team page
- [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] UI/UX Community of Practice
       - [ ] UI/UX Community of Practice Designers
       - [ ] Zoom vault
       - [ ] Onboarding vault
       - [ ] Remove access to Zoom Meeting Setup spreadsheet
- [ ] Google Drive
   - [ ] demote to content manager
- [ ] 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]
   - [ ] [email protected]
 - [ ] Remove Co-lead from [HfLA website](https://www.hackforla.org/communities-of-practice)
     - [ ] [Open issue](https://github.com/hackforla/website/issues/new?assignees=&labels=role%3A+product%2CP-Feature%3A+Communities+of+Practice%2Ctime+sensitive%2CComplexity%3A+Missing%2Csize%3A+missing&projects=&template=communities-of-practice-information-updates.yml&title=Communities+of+Practice+information+updates%3A+%5BINSERT+NAME+OF+Community+of+Practice%5D)
     - [ ] Remove co-lead from website, by website team

Resources/Instructions

org template updated 2022-02-23
Changelog
@ExperimentsInHonesty
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ExperimentsInHonesty commented Feb 9, 2022 •
edited
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Onboard Kevin Wang (done retroactively on 2022-02-09)

  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
    • Check for 2FA
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
  • Add to email address(s) forwarding
    • [REPLACE with name of primary email]
    • [REPLACE with name of secondary email]
  • Train how to
    • login to team account
    • setup chrome shortcut for adding to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@kvnw2020 kvnw2020 self-assigned this Feb 9, 2022
@kvnw2020 kvnw2020 mentioned this issue Feb 9, 2022
Open
2 tasks
@ExperimentsInHonesty ExperimentsInHonesty changed the title Onboard & Offboard: CoP Lead UI/UX: Onboard & Offboard: CoP Lead Mar 31, 2022
@ExperimentsInHonesty
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ExperimentsInHonesty commented Mar 31, 2022 •
edited
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Offboard Kevin Wang 2022-03-30

  • Remove from Google calendar invite
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • WIKI
    • move to new place on team page - there was not one to remove him from
  • 1password setup
    • remove from team vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Remove access to Zoom Meeting Setup spreadsheet
  • Google Drive
    • demote to viewer
  • Roster
    • mark as inactive
  • GitHub
    • demote member to read only team and remove from write team
  • Figma - no figma exists for this team at this time
    • remove from team
  • Help them delete the desktop shortcut to email address if they made one.
  • Remove from email address(s)

Notes:

Could not remove or change peoples permission in zoom doc, new roster has no inactive field

@ExperimentsInHonesty
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ExperimentsInHonesty commented Mar 31, 2022 •
edited
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Onboard Maria Elizabeth 2022-03-30

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • write team
      • Change membership to maintainer
    • read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

Notes

Can change anything in the roster. Need to talk to tables team about how to do it using the new system

@MariaElizabeth04
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MariaElizabeth04 commented Mar 31, 2022 •
edited by bradyse
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Onboard Sara Brady 2022-03-30

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@bradyse
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bradyse commented Apr 1, 2022

Onboard Paul Bahle 2022-30-31

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@Aparna1Gopal
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Aparna1Gopal commented Apr 6, 2022 •
edited
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Onboard Aparna Gopal 2022-03-23 [Onboarded by Bonnie W]

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • write team
      • Change membership to maintainer
    • read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@bradyse bradyse mentioned this issue Jul 20, 2022
Closed
@bradyse
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bradyse commented Jul 21, 2022 •
edited by ExperimentsInHonesty
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Onboard Julia Gab 2022-07-20

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub @Aparna1Gopal, can you please help at this step. I also got stuck at the 1password step.
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
        - [ ] Figma - We don't have one yet
        - [ ] invite
        - [ ] acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@juliagab56
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juliagab56 commented Jul 27, 2022 •
edited
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Onboard Adrienne Domasin 2022-07-27

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@bradyse
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bradyse commented Feb 4, 2023 •
edited by Aparna1Gopal
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Offboard Adrienne

  • Ask # Admin to remove from # cop-leads-ui-ux on Slack
  • Remove from Google calendar invite
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • WIKI
    • move to new place on team page
  • 1password setup
    • remove from team vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Onboarding vault
      • Remove access to Zoom Meeting Setup spreadsheet
  • Google Drive
    • demote to content manager
  • 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)

@juliagab56
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juliagab56 commented Feb 9, 2023 •
edited
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Onboard Jennifer Nguyen

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Onboarding vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@nguyen-jenn
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nguyen-jenn commented Aug 31, 2023 •
edited by juliagab56
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Onboard Peter Gwon

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP lead meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • Add to team write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma - We don't have one yet
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Onboarding vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite

@juliagab56
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juliagab56 commented Jan 12, 2024 •
edited by Aparna1Gopal
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Onboard Leo Peng

  • Slack channel membership
  • Add to Google calendar invites
    • [Wednesday 6pm PST - CoP meeting]
    • [DAY - CoP All Leads meeting]
    • [UI/UX CoP co-leads meeting]
  • Add to team page on Wiki
  • Google Drive
    • Change their permission to Manager
  • Roster
    • Mark a L for leader
    • Check for Public
  • GitHub
    • Add to write team
      • Change membership to maintainer
    • Add to read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • UI/UX Community of Practice
      • UI/UX Community of Practice Designers
      • Zoom vault
      • Onboarding vault
      • Grant access to Zoom Meeting Setup spreadsheet
  • Add to email address(s) forwarding
  • Train how to
    • login to team email accounts
    • setup chrome shortcut for adding profile to desktop
    • use zoom spreadsheet, vault and accounts
    • calendar invite
  • Add new Co-lead to HfLA website
    • Open issue
    • Add co-lead to website, by website team

@Aparna1Gopal Aparna1Gopal added the UI/UX CoP Leads Issues allocated to the 'CoP Leads' Project Board label Jun 21, 2024
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Assignees

@leopeng101 leopeng101

@juliagab56 juliagab56

@Aparna1Gopal Aparna1Gopal

@pogwon pogwon

Labels
UI/UX CoP Leads Issues allocated to the 'CoP Leads' Project Board
Projects
CoP: UI/UX: Project Board
Status: Agendas and Onboarding/Offboarding
Milestone
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Development

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