FOLA Onboarding & Offboarding: Product #1156

gigicobos · 2022-02-01T04:19:19Z

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.

You are only allowed to join one team.

if you would like to observe this team before you join, please let the person who is recruiting for this posting know you are in observation mode (not onboarding)

Date Updated

(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  <FULL NAME>  <DATE>
**FOLA onboarding team**
- [ ] Slack channel membership
  - [ ] ~`#fola-pms`~ does not exist as of 2024-08-28
  - [ ] `#fola-leads-and-pms`
  - [ ] `#fola-leads-pms-writers`
- [ ] Add to Google calendar invites
   - [ ] [Tuesday 545pm PT - PM meeting] 
   - [ ] [Tuesday at 6:30pm PT - UX Research meeting]  
   - [ ] [Thursday at 6pm PT - Leads/PM meeting]
   - [ ] [Thursday at 6pm PT - All-team meeting]
   - [ ] [Thursday at 7pm PT - Design team meeting] 
   - [ ] [Monday 6:30pm PT - Development meeting] 
- [ ] Add to team page on Wiki (not yet existing)
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
  - [ ] Have new Team member mark `Dashboard` value as L
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] send invites (currently two seperate figmas)
- [ ] Miro
  - [ ] send invites
 - [ ] 1password 
     - [ ] ask #admin to add to vaults
       - [ ] [Food Oasis - General and UI/UX]
       - [ ] [Food Oasis - Devops] - if needed by product
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Explain that the following email address is owned by devops for keys and such
      - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
   - [ ] Add to email address(s)( [email protected])
   - [ ] Explain that the following email address is owned by devops for keys and such
      - [ ] [email protected]

**New member, do these and check off as you complete them:**
- [ ] Join Slack channels
  - [ ] ```#fola```
  - [ ] ```#fola-devs```
  - [ ] ```#fola-research```
  - [ ] ```#fola-design```
  - [ ] ```#fola-design```
  - [ ] Note that our Slack only keeps chat history for two weeks!  Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
- [ ] Access [Figma Team file](https://www.figma.com/team_invite/redeem/VntY2vYvcg5jHhRouZjOf9)
- [ ] Read [Food Oasis Wiki](https://github.com/hackforla/food-oasis/wiki)
- [ ](Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
 ] Check[GitHub Kanban board.](https://github.com/hackforla/food-oasis/projects/8)
https://github.com/hackforla/food-oasis/projects/8
- [ ] Visit the [Resources column](https://github.com/hackforla/food-oasis/projects/8#column-8946444) Check out cards: 
  - [ ] Functional Figma files (which is where designers do our designs)
  - [ ] Design Assets
  - [ ] User Research 
- [ ] Bookmark https://www.foodoasis.la/  (This is the live main site)
- [ ] Bookmark https://devla.foodoasis.net/  (This is our development / testing site)
- [ ] Bookmark [GitHub Kanban board.](https://github.com/hackforla/food-oasis/projects/8)
- [ ] Arrange a time with Erin Dean to learn how to
   - [ ] login to team account
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite
   - [ ] Add to email address(s)( [email protected])
   - [ ] Learn that the following email address is owned by devops for keys and such [email protected]

#### Offboard <FULL NAME>  <DATE>
- [ ] Remove from Google calendar invite
 - [ ] [Wednesday 5pm PT - PM meeting] 
   - [ ] [Tuesday at 6:30pm PT - UX Research meeting]  
   - [ ] [Thursday at 6pm PT - Leads/PM meeting]
   - [ ] [Thursday at 6pm PT - All-team meeting]
   - [ ] [Thursday at 7pm PT - Design team meeting] - 
   - [ ] [Monday 6:30pm PT - Development meeting] - (no meeting invite, see slack FOLA-dev channel for link
  - [ ] 1password: request #admin to remove from team vaults
       - [ ] [Food Oasis - General and UI/UX]
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Ask them delete a chrome profile shortcut to email address if they made one.
- [ ] Remove from email address forwarding

Resources/Instructions

1password.com
Old Google Drive Link
New Google Drive Link
FOLA Roster
Check public at people page
Food Oasis GitHub team listing
- base (read)
- write
- [maintain] - does not exist
- [triage] - does not exist
- admin
- [other] - does not exist
WIKI team page: https://github.com/hackforla/[Replace with name of your project]/wiki/The-Team
Figma- main
Figma - research
MIro
Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
Tutorials
- Forward emails to team members

org template updated 2022-02-23
Changelog

The text was updated successfully, but these errors were encountered:

itserindean · 2022-08-03T13:29:36Z

yiminng · 2022-10-30T22:46:41Z

staceyrebekahscott · 2022-11-22T03:27:44Z

@itserindean I hid the comments for the onboard / offboard tasks that appeared to be resolved / outdated.

However, it is unclear on the offboard comments if the unchecked items are not done yet, or were for items the person did not have access to in the first place. How can we revise this offboard checklist so it is more clear what is happening?

itserindean · 2022-11-22T03:38:20Z

I'm not sure what @yiminng did or didn't do on this and the meeting section we inherited amplifies the confusion. I will clean up the task list to make it more clear.

itserindean · 2023-03-24T23:25:36Z

itserindean · 2023-03-24T23:25:49Z

itserindean · 2023-04-06T14:38:08Z

New member, do these and check off as you complete them:

Onboard Temur Bakhriddinov 4/6/23

FOLA onboarding team

itserindean · 2023-08-23T22:54:44Z

d#### Onboard Ming Ming Chen 8/23/23

FOLA onboarding team

New member, do these and check off as you complete them:

ExperimentsInHonesty · 2024-08-29T00:12:22Z

Onboard Robleh Farah, Muthamil Selvan Gowthaman 2024-08-28

FOLA onboarding team

New member, do these and check off as you complete them:

ExperimentsInHonesty · 2024-09-05T00:19:53Z

Onboard Sumit Sharma, 2024-09-04

FOLA onboarding team

New member, do these and check off as you complete them:

gigicobos added this to the Project Organization milestone Feb 1, 2022

gigicobos assigned Benbaillou Feb 1, 2022

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ExperimentsInHonesty changed the title ~~2022 FOLA Onboarding & Off-boarding~~ FOLA Onboard & Offboarding Apr 15, 2022