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Onboard & Offboard: Product #1048

Open
4 tasks
ExperimentsInHonesty opened this issue Jan 22, 2022 · 14 comments
Open
4 tasks

Onboard & Offboard: Product #1048

ExperimentsInHonesty opened this issue Jan 22, 2022 · 14 comments
Labels
feature: Project Documentation level: easy pbv: pm All issues of product management priority: SHOULD HAVE role: Product Management size: 0.25pt Can be done in 1.5 hours or less
Milestone
Z - Continuous

Comments

@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 22, 2022 •
edited by Biuwa
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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.

Dates

Created date: 2022-02-22
Last Updated date: 2023-09-07

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
- [ ] Slack channel membership
  - [ ] tdm-calculator
  - [ ] tdm-calculator-dev
- [ ] Add to Google calendar invites
   - [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
   - [ ] Wednesdays 7pm PT - All-team meeting
   - [ ] Thursdays 1pm PT- Stakeholder Prep meeting
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
   - [ ] Send link
   - [ ] Team member adds themselves
   - [ ] Check for Public and note in roster
- [ ] GitHub
   - [ ] Add to team write vault
      - [ ] Change membership to maintainer
   - [ ] Add to team read vault
      - [ ] Change membership to maintainer
- [ ] Figma
   - [ ] invite
   - [ ] acceptance
- [ ] 1password 
   - [ ] invitation
   - [ ] acceptance
   - [ ] add to vaults
      - [ ] TDM Calculator
      - [ ] TDM UX
      - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
      - [ ] Add to forwarding addresses (Sends invite email)
      - [ ] Acceptance
      - [ ] Add filter to forward 
   - [ ] [email protected]
      - [ ] Add to forwarding addresses (Sends invite email)
      - [ ] Acceptance
      - [ ] Add filter to forward 
- [ ] 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
   - [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
   - [ ] Wednesdays 7pm PT - All-team meeting
   - [ ] Thursdays 1pm PT- Stakeholder Prep meeting
 - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] TDM Calculator
       - [ ] TDM UX
       - [ ] 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
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] [email protected]
   - [ ] [email protected]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

org template updated 2022-02-23
Changelog
@ExperimentsInHonesty ExperimentsInHonesty changed the title Onboarding/Offboarding: Product Onboard & Offboard: Product Feb 24, 2022
@ExperimentsInHonesty ExperimentsInHonesty mentioned this issue Jul 9, 2022
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2 tasks
@Biuwa
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Biuwa commented Nov 17, 2022

#975

@ExperimentsInHonesty
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ExperimentsInHonesty commented Jan 11, 2023 •
edited by Parisajf
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Onboard Moji Jimoh 2023-01-10

  • Slack channel membership
    • [insert name of channel]
    • [insert name of 2nd channel]
  • Add to Google calendar invites
    • [DAY - PM meeting]
    • [DAY - BA meeting]
    • [DAY - UX Research meeting]
    • [DAY - All-team meeting]
    • [DAY - Design team meeting]
  • Google Drive
    • Add to drive as Manager
  • 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 vault
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
  • 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

@fnaneberhane
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The org template link posted previously in this comment is not working, is there another link to reference the org template?

@Biuwa
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Biuwa commented Sep 7, 2023 •
edited by ExperimentsInHonesty
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Onboard Fnane Berhane 2023-09-07

  • Slack channel membership
    • [TDM Calculator]
    • [insert name of 2nd channel]
  • Add to Google calendar invites
    • [DAY - PM meeting]
    • [DAY - BA meeting]
    • [DAY - UX Research meeting]
    • [DAY - All-team meeting]
    • [DAY - Design team meeting]
  • Google Drive
    • Add to drive as Manager
  • 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 vault
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
  • 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

Onboard Parisa Jannatifard

  • Slack channel membership
    • [TDM Calculator]
    • [insert name of 2nd channel]
  • Add to Google calendar invites
    • [DAY - PM meeting]
    • [DAY - BA meeting]
    • [DAY - UX Research meeting]
    • [DAY - All-team meeting]
    • [DAY - Design team meeting]
  • Google Drive
    • Add to drive as Manager
  • 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 vault
    • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
  • 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

@Biuwa
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Biuwa commented Feb 8, 2024 •
edited
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Onboard Meenakshi 2024-02-07

  • Slack channel membership
    • tdm-calculator
    • tdm-calculator-dev
  • Add to Google calendar invites
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team write vault
      • Change membership to maintainer
    • Add to team read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
  • 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

@Parisajf
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Parisajf commented Apr 26, 2024 •
edited
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Onboard Marlena, Naumi, Mauli 2024-05-25

[email protected]
[email protected]
[email protected]

  • Slack channel membership
    • tdm-calculator
    • tdm-calculator-dev
  • Add to Google calendar invites
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team write vault
      • Change membership to maintainer
    • Add to team read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
  • 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

@Parisajf Parisajf added size: 0.25pt Can be done in 1.5 hours or less and removed size: missing labels May 7, 2024
@Parisajf
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Parisajf commented May 7, 2024

@bonniewolfe I need you onboard one person with me, I have confusions regarding the 1password , GitHub, Figma access...

@Parisajf Parisajf mentioned this issue May 7, 2024
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@Parisajf
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Parisajf commented May 29, 2024 •
edited
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Offboard Ebi and Neha

  • Remove from Google calendar invite
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • 1password setup
    • remove from team vaults
      • TDM Calculator
      • TDM UX
      • 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
  • Help them delete the desktop shortcut to email address if they made one.
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook

@Parisajf
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@bonniewolfe Would you help with off boarding Ebi and Neha from 1 password?

@ExperimentsInHonesty ExperimentsInHonesty moved this to Prioritized Backlog in P: TDM: project board Jun 11, 2024
@Parisajf Parisajf added the pbv: pm All issues of product management label Jun 13, 2024
@Parisajf
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Onboard Bilal and Dipit

  • Slack channel membership
    • tdm-calculator
    • tdm-calculator-dev
  • Add to Google calendar invites
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team write vault
      • Change membership to maintainer
    • Add to team read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
  • 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

@maulieshah
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maulieshah commented Aug 15, 2024 •
edited
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Offboard Shah and Vincent

  • Remove from Google calendar invite
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • 1password setup
    • remove from team vaults
      • TDM Calculator
      • TDM UX
      • 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
  • Help them delete the desktop shortcut to email address if they made one.
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook

@ExperimentsInHonesty
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ExperimentsInHonesty commented Sep 25, 2024 •
edited by Parisajf
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Onboard 2024-09-25 Varun Raghu

  • Slack channel membership
    • tdm-calculator
    • tdm-calculator-dev
  • Add to Google calendar invites
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team write vault
      • Change membership to maintainer
    • Add to team read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
  • 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

@Varun710
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Varun710 commented Oct 2, 2024

Offboard

  • Remove from Google calendar invite
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • 1password setup
    • remove from team vaults
      • TDM Calculator
      • TDM UX
      • 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
  • Help them delete the desktop shortcut to email address if they made one.
  • Remove from email address(s)
  • Remove from Social Media Accounts with role assignment
    • Facebook

@Parisajf
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Member

Parisajf commented Oct 24, 2024 •
edited
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Onboard 2024-10-23 Yeganeh

  • Slack channel membership
    • tdm-calculator
    • tdm-calculator-dev
  • Add to Google calendar invites
    • Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • Wednesdays 7pm PT - All-team meeting
    • Thursdays 1pm PT- Stakeholder Prep meeting
  • Google Drive
    • Add to drive as Manager
  • Roster
    • Send link
    • Team member adds themselves
    • Check for Public and note in roster
  • GitHub
    • Add to team write vault
      • Change membership to maintainer
    • Add to team read vault
      • Change membership to maintainer
  • Figma
    • invite
    • acceptance
  • 1password
    • invitation
    • acceptance
    • add to vaults
      • TDM Calculator
      • TDM UX
      • Zoom vault
  • Add to email address(s)
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
    • [email protected]
      • Add to forwarding addresses (Sends invite email)
      • Acceptance
      • Add filter to forward
  • 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

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Labels
feature: Project Documentation level: easy pbv: pm All issues of product management priority: SHOULD HAVE role: Product Management size: 0.25pt Can be done in 1.5 hours or less
Projects
P: TDM: project board
Status: Prioritized Backlog
Milestone
Z - Continuous
Development

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9 participants
@seenaiype @ExperimentsInHonesty @KPHowley @Varun710 @Biuwa @mojimoh @Parisajf @fnaneberhane @maulieshah