Onboard & Offboard: Product

[tmlin1]

Dependency

When we have a new PM to add to the team.

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.

Date Updated

2022-02-17 (created date)
(keep updating the date each time the org template change are integrated)
2022-04-13 (updated)

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
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Slack channel membership
  - [ ] ```#lucky-parking```
- [ ] Add to Google calendar invites
   - [ ] Monday - All-team meeting
   - [ ] Friday - PM/Org meeting
   - [ ] UI/UX - Design/Research team meeting (Ad-hoc)
- [ ] Add to team page on Wiki - doesn't currently exist
- [ ] 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 write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] lucky parking
       - [ ] Lucky Parking Project Design
       - [ ] Zoom vault
          - [ ] Grant access to Zoom Meeting Setup spreadsheet
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] lucky parking
       - [ ] Lucky Parking Project Design
       - [ ] Zoom vault
          - [ ] Revoke access to Zoom Meeting Setup spreadsheet
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Remove from Google calendar invite
   - [ ] Monday - All-team meeting
   - [ ] Thursday - PM/Org meeting
   - [ ] UI/UX - Design/Research team meeting (Ad-hoc)
- [ ] WIKI
  - [ ] move to new place on team page - doesn't currently exist
- [ ] 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]

Resources/Instructions

• 1password.com
• Old Google Drive
• New Google Drive
• Roster
• Check public and 2FA at people page
• [REPLACE with GitHub Team URL]
  • base (read)
  • write
  • [maintain] Does Not Exist Yet
  • [triage] Does Not Exist Yet
  • admin
• Figma
• WIKI team page: none exists
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23
Changelog

[ExperimentsInHonesty]

I have opened an issue hackforla/admin#47 on the Admin repo to address the zoom problem detailed in

• Onboard & Offboard: Product #342 (comment)
• Onboard & Offboard: Product #342 (comment)

Removing people from the zoom should be attempted but can be ignored if it does not work, until it does start working. Add anyone who you do want to remove, to the admin issue