design-systems
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Onboard & Offboard: Volunteers
Overview
We need to have a checklist of items to do when a designer or researcher onboards and offboards so that the process can be consistent and fast.
Date Updated
The current checklist is based on the organization template for onboarding PMs and modified by Yasaman (PM) to fit the requirements of the other roles.
- Created date: 2022-03-03
- Updated date: 2023-04-18 (Add new date each time )
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 the name and email of the person
- [ ] Check off as done
#### Onboard
- [ ] Slack channel membership
- [ ] design-systems
- [ ] Add to Google calendar invites
- [ ] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [ ] Add to team page on [Wiki](https://github.com/hackforla/design-systems/wiki)
- [x] Google Drive as viewer
- [x] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send [link](https://docs.google.com/spreadsheets/u/4/d/1JtJGxSpVQR3t3wN8P5iHtLZ-QEk-NtewGurNTikw1t0)
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [ ] Add to team write team
- [ ] Figma
- [ ] invite as viewer to the Figma [project team](https://www.figma.com/files/project/39879901)
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ]Self Guided Onboarding [new member creates ticket, Onboarding template](https://github.com/hackforla/design-systems/issues/new/choose)
- [ ] If they have problems to create their first ticket, provide guidance.
Resources/Instructions
- 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
org template updated 2022-02-23 Changelog
Onboard Tammy Trinh (UX Designer) on 3/3/2022
- [x] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive
- [ ] 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] Figma
- [x] invite
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to create their first issues (tickets)
- [x] If they do not know how to create a new issue, train them to do so.
Onboard Nana Yaa (UX Designer) on 3/3/2022
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive
- [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] Figma
- [x] invite
- [x] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to create their first issues (tickets)
- [x] If they do not know how to create a new issue, train them to do so.
Onboard Hang Duong (UX/UI) onboarding started on 3/8
- [x] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive
- [x] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [x] invite
- [x] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to create their first issues (tickets)
- [ ] If they do not know how to create a new issue, train them to do so.
Onboard Joyce Chang (Researcher) onboarding started on 3/8
- [x] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive
- [x] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [x] invite
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to create their first issues (tickets)
- [ ] If they do not know how to create a new issue, train them to do so.
Onboard Sandra Berjan (UX Writer) on 3/25/2022
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Thursday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive
- [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] Figma
- [x] invite
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to create their first issues (tickets)
- [x] If they do not know how to create a new issue, train them to do so.
Onboard John Huang 4/25/2022
- [ ] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive
- [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] Figma
- [x] invite
- [x] acceptance
- [ ] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Hannah Carlan 5/11/2022
Note: Hannah slacked #design_systems. She introduced herself and got directed to our GitHub page. It seems that she is moving forward with her first issue without a problem.
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive
- [ ] Roster
- [x] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [x] invite
- [x] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Leslie Cintron 5/11/2022
Note: Leslie slacked #design_systems. She introduced herself and got directed to our GitHub page. It seems that she has difficulties creating the issue and she created 3 issues. We can investigate to know more.
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive
- [ ] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [ ] Figma
- [x] invite
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
@allthatyazz could we add @kangina-tech @hannahcarlan @leslieci as Contributors to our Google Drive, and demote previous members to commenters? could we also add this step of Drive permission levels to the onboarding checklist?
@kelenelee Leslie and Hannah now have upgraded access. Debbie ( Kangina) and I have been in constant communication and she is aware that her access would be upgraded once she starts her assignments. I modified the above onboarding checklist to reflect this. I had demoted the previous members as much as I could but it was not successful >> Now I know why: There are two nested Design Systems folders. Demotion only works if you do it from the same folder you give the person access to in the first place ( This was kinda obvious (how the permission hierarchy works) but because the nested drives have the same name, it may cause confusion.)
Onboard Debbie on 6/6
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [x] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [x] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Rachel 8/26
Note: Kelene met with Rachel on 8/25 and she attended the first research meeting on the same day.
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [ ] Figma
- [x] invite as viewer to the project
- [x] update the access once the member starts their first assignment.
- [x] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Robert (UX Writer) on 9/16
- [ ] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [x] Add to team write team
- [ ] Figma
- [x] invite as viewer to the project
- [x] update the access once the member starts their first assignment.
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Eduardo 11/14
Eduardo attended all-hands on 11/7 and expressed interest to join this team.
- [x] Slack channel membership
- [ ] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [ ] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Khanh 11/15
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [x] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Faezeh on 11/21
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [ ] Google Drive as viewer
- [x] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Eva 12/2
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Gala 1/12
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [ ] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Zeynep 1/12
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Liz 1/12
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [x] Send link
- [x] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Eli1/12
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [x] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [x] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [x] Guide to Onboarding project board
- [x] If they have problems to create their first ticket, provide guidnace.
Onboard Asad 1/19
- [x] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [ ] Add to team write team
- [ ] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Michael
- [ ] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [ ] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Rachel (UX Writer/content designer) 2/2/
- [ ] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [ ] GitHub
- [x] Add to team write team
- [ ] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Michelle 2/24
- [ ] Slack channel membership
- [x] design-systems
- [ ] Add to Google calendar invites
- [ ] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [ ] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [x] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Natalie 4/6
- [ ] Slack channel membership
- [ ] design-systems
- [ ] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [ ] Add to team page on Wiki
- [x] Google Drive as viewer
- [ ] Upgrade the access permission once the member starts their first assignment.
- [x] Roster
- [x] Send link
- [ ] Team member adds themselves
- [ ] Check for Public and note in roster
- [ ] Check for 2FA and note in roster
- [x] GitHub
- [x] Add to team write team
- [ ] Figma
- [ ] invite as viewer to the project
- [ ] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [ ] If they have problems to create their first ticket, provide guidnace.
Onboard Eric Vannemeyer [email protected]
- [x] Slack channel membership
- [x] design-systems
- [x] Add to Google calendar invites
- [x] Monday All-team meeting
- [ ] Tuesday UX Research meeting
- [x] Tuesday UX Design meeting
- [x] Add to team page on Wiki
- [x] Google Drive as viewer
- [x] Upgrade the access permission once the member starts their first assignment.
- [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] Figma
- [x] invite as viewer to the Team
- [x] update the access once the member starts their first assignment.
- [ ] acceptance
- [ ] Guide to Wiki/getting started
- [ ] Guide to Onboarding project board
- [ ] If they have problems creating their first ticket, provide guidance.