Onboard & Offboard: Product

[ExperimentsInHonesty]

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

• Created date: 2022-02-23
• Updated date: 2022-02-23 (Add new 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
- [ ] Slack channel membership
  - [ ] design-systems
- [ ] Add to Google calendar invites
   - [ ] Monday PM meeting
   - [ ] Tuesday UX Research meeting
   - [ ]  All-team meeting
- [ ] Add to team page on Wiki
- [ ] 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 team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Design Systems
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] 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
   - [ ] Monday PM meeting
   - [ ] Tuesday BA meeting
   - [ ] Tuesday UX Research meeting
   - [ ] Wednesday PM meeting (ad-hoc)
   - [ ] Thursday All-team meeting
- [ ] WIKI
  - [ ] move to new place on team page
  - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] Design Systems
       - [ ] 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]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

• 1password.com
• Design Systems Google Drive
• Design Systems Team Roster
• Check public and 2FA at people page
• [REPLACE with GitHub Team URL]
  • base (read)
  • write
  • maintain
  • [triage]
  • admin
  • [other]
• WIKI team page
• Design System Figma
• 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]

Onboard Yasaman 2022-02-23

• [x] Slack channel membership
  • [x] design-systems
• [x] Add to Google calendar invites
  • [x] Monday PM meeting
  • [x] Tuesday UX Research meeting
  • [x] All-team meeting
• [x] Add to team page on Wiki
• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [x] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [x] Add to read vault
    • [x] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [x] acceptance
• [x] 1password
  • [x] invitation
  • [x] acceptance
  • [x] add to vaults
    • [x] Design Systems
    • [x] Zoom vault
• [x] Add to email address(s)
  • [x] [email protected]
• [ ] Social Media Accounts with role assignment
  • [ ] Facebook
• [ ] Train how to
  • [ ] login to team account
  • [ ] setup chrome shortcut for adding to desktop
  • [x] use zoom spreadsheet, vault and accounts
  • [x] calendar invite

[allthatyazz]

Onboard Josh 2/7/2-23 @joshfishman

• [x] Slack channel membership
  • [x] design-systems
• [x] Add to Google calendar invites
  • [x] Monday PM meeting
    • [x] 1st Monday of the Month
    • [x] 3rd Monday of the Month
  • [x] Monaday Team meeting (All-hand)
  • [x] Wednesday UX Research meeting
  • [x] Thursday Design Team meeting
• [x] Add to team page on Wiki
• [x] Google Drive
  • [x] Add to drive as Manager
• [x] Roster
  • [x] Send link
  • [x] Team member adds themselves
  • [x] Check for Public and note in roster
  • [x] Check for 2FA and note in roster
• [x] GitHub
  • [x] Add to team write team
    • [x] Change membership to maintainer
  • [ ] Add to read vault
    • [ ] Change membership to maintainer
• [x] Figma
  • [x] invite
  • [ ] acceptance
• [ ] 1password
  • [ ] invitation
  • [ ] acceptance
  • [ ] add to vaults
    • [ ] Design Systems
    • [x] Zoom vault
• [ ] Add to email address(s)
  • [ ] [email protected]
• [ ] 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