expunge-assist icon indicating copy to clipboard operation
expunge-assist copied to clipboard

Published 20 hours ago • verified publisher icon hackforla

Onboard & Offboard: Product

Open brandohayes opened this issue 3 years ago • 25 comments

Dependency

Waiting to have a PM to on/off-board.

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.

Action Items

  • [ ] Move In-Progress column when onboarding or offboarding someone.
  • [ ]

Date Updated

(insert date you created this issue and keep updating the date each time the org template change are integrated) 2022-02-10

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
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
- [ ] GitHub
     - [ ] [Add to write vault](https://github.com/orgs/hackforla/teams/expunge-assist-write)
        - [ ] Change membership to maintainer ([guidance video here](https://app.screencastify.com/v3/watch/vdMI04sMFoGEAvLw1pa2))
     - [ ] [Add to read vault](https://github.com/orgs/hackforla/teams/expunge-assist/members)
        - [ ] Change membership to maintainer ([guidance video here](https://app.screencastify.com/v3/watch/vdMI04sMFoGEAvLw1pa2))
- [ ] Figma
  - [ ] [invite to Expunge Assist Workspace](https://www.figma.com/files/team/957045401738666965/project/27345011/%E2%9C%A8Expunge-Assist-Workspace%E2%9C%A8?fuid=1180777735162858166)
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation request via #admin Slack channel
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Expunge-Assist
       - [ ] Zoom vault
- [ ] [email protected] email address and google drive
   - [ ] Team member logs in and accesses themself using 1password Expunge-Assist vault information
- [ ] Add to VRMS
   - [ ] [Create Issue on VRMS board to add PM](https://github.com/hackforla/VRMS/issues/new/choose)
- [ ] Update Project Profile
   - [ ] [Create Issue](https://github.com/hackforla/website/issues/new?assignees=&labels=P-Feature%3A+Project+Info+and+Page%2Crole%3A+back+end%2FdevOps%2Crole%3A+front+end%2CComplexity%3A+Small%2Csize%3A+0.5pt%2Ctime+sensitive&projects=&template=project-profile-card-review-and-update.yml&title=Update+Project+Profile%3A+%5BProject+Name%5D)
- [ ] 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
       - [ ] Expunge-Assist
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
     - [ ] if previously maintainer, change role in read only team to member only
- [ ] Figma
  - [ ] remove from team
- [ ] Help them delete the desktop shortcut to email address if they made one.
- [ ] Remove from email address(s)
   - [ ] [email protected]
- [ ] Go over the person's assigned Github issues and Close or Reassign them

Resources/Instructions

org template updated 2022-02-09

brandohayes avatar Feb 11 '22 00:02 brandohayes

Offboard Andan Date to be determined...

  • [x] 1password setup
    • [x] remove from team vaults
      • [x] Expunge-Assist
      • [x] Zoom vault
  • [x] Google Drive
    • [x] demote to viewer
  • [x] Roster
    • [x] mark as inactive
  • [x] GitHub
    • [x] demote member to read only team and remove from write team
  • [x] Figma
    • [x] remove from team
  • [ ] ~Help them delete the desktop shortcut to email address if they made one.~
  • [x] Remove from email address(s)

ExperimentsInHonesty avatar Feb 11 '22 00:02 ExperimentsInHonesty

Offboard Brandon 03/10/2022

  • [x] 1password setup
    • [x] remove from team vaults
      • [x] Expunge-Assist
      • [x] Zoom vault
  • [x] Google Drive
    • [x] demote to viewer
  • [x] Roster
    • [x] mark as inactive
  • [x] GitHub
    • [x] demote member to read only team and remove from write team
  • [x] Figma
    • [x] remove from team
  • [ ] ~Help them delete the desktop shortcut to email address if they made one.~
  • [x] Remove from email address(s)

brandohayes avatar Mar 04 '22 00:03 brandohayes

Offboard Jessica 03/3/2022

  • [x] 1password setup
    • [x] remove from team vaults
      • [x] Expunge-Assist
      • [x] Zoom vault
  • [x] Google Drive
    • [x] demote to viewer
  • [x] Roster
    • [x] mark as inactive
  • [x] GitHub
    • [x] demote member to read only team and remove from write team
  • [x] Figma
    • [x] remove from team
  • [ ] ~Help them delete the desktop shortcut to email address if they made one.~
  • [x] Remove from email address(s)

brandohayes avatar Mar 04 '22 00:03 brandohayes

Comment for OFFBOARDING MAHMOUD 3/23/22

  • [ ] 1password setup
    • [ ] remove from team vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [x] Google Drive
    • [x] demote to viewer
  • [x] Roster
    • [x] mark as inactive
  • [x] GitHub
    • [x] 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)~

thomasdemoner avatar Mar 23 '22 23:03 thomasdemoner

Comment for ONBOARDING JAMIE @w0ahth3re

  • [x] Google Drive
    • [x] Add to drive as Manager
  • [ ] Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [ ] 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] Expunge-Assist
      • [x] Zoom vault
  • [x] Add to email address(s)
  • [x] Train how to
    • [x] login to team account
    • [ ] ~setup chrome shortcut for adding to desktop~
    • [x] use zoom spreadsheet, vault and accounts
    • [x] calendar invite

thomasdemoner avatar Mar 23 '22 23:03 thomasdemoner

Onboard Sheron Virani

  • [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
    • [ ] 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
  • [ ] Figma
    • [x] invite
    • [ ] acceptance
  • [ ] 1password
    • [x] invitation - messaged #admin channel for assistance 10/18
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [ ] Team Planning docs
    • [ ] Miro Board
  • [ ] Add to email address(s) forwarding
  • [ ] Train how to
    • [ ] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

jamiesiu avatar Oct 17 '22 21:10 jamiesiu

Onboard Lexie Ulven

  • [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
    • [ ] 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
  • [ ] 1password
    • [x] invitation
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [ ] Add to email address(s)
  • [ ] Train how to
    • [ ] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

jamiesiu avatar Nov 15 '22 01:11 jamiesiu

Onboard James Shin

  • [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] GitHub - 12/12 note - James to attend 1/3/22 Onboarding which would then enable GH role addition. Currently not part of org yet
    • [x] Add to team write team
      • [ ] Change membership to maintainer
    • [x] Add to read vault
      • [ ] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [ ] 1password
    • [ ] invitation - requested with #admin 1/5
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [ ] Add to email address(s)
  • [ ] Train how to
    • [ ] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

jamiesiu avatar Dec 13 '22 05:12 jamiesiu

Offboard Valeriya Metla

  • [ ] 1password setup
    • [ ] remove from team vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [x] Google Drive
    • [x] demote to viewer
  • [x] Roster
    • [x] mark as inactive
  • [x] GitHub
    • [x] demote member to read only team and remove from write team
  • [x] Figma
    • [x] demote to view access
  • [ ] Help them delete the desktop shortcut to email address if they made one.
  • [x] Remove from email address(s)
  • [ ] Go over the person's assigned Github issues and Close or Reassign them

jamiesiu avatar Dec 13 '22 05:12 jamiesiu

Onboard Julia Church

  • [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] GitHub - pending HFLA onboarding 3/28
    • [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
  • [ ] 1password
    • [x] invitation request via #admin Slack channel
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [ ] Add to email address(s)
  • [ ] Train how to
    • [ ] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

jamiesiu avatar Mar 16 '23 01:03 jamiesiu

Onboard Analicia Mesinas @amejiamesinas

  • [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] 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 request via #admin Slack channel
    • [x] acceptance
    • [x] add to vaults
      • [x] Expunge-Assist
      • [x] Zoom vault
  • [x] Add to email address(s)
  • [x] Train how to
    • [x] login to team account
    • [x] setup chrome shortcut for adding to desktop
    • [x] use zoom spreadsheet, vault and accounts
    • [x] calendar invite

thomasdemoner avatar May 01 '23 22:05 thomasdemoner

Onboard Lane Mitchell @lmitch10

  • [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] GitHub
    • [x] Add to team write team
      • [ ] Change membership to maintainer
    • [x] Add to read vault
      • [ ] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] 1password
    • [x] invitation request via #admin Slack channel
    • [x] acceptance
    • [x] add to vaults
      • [x] Expunge-Assist
      • [x] Zoom vault
  • [x] Add to email address(s)
  • [x] Train how to
    • [x] login to team account
    • [x] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

thomasdemoner avatar May 01 '23 22:05 thomasdemoner

Onboard @CBx3000

  • [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] GitHub
    • [x] Add to team write team
      • [ ] Change membership to maintainer
    • [x] Add to read vault
      • [ ] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [ ] 1password
    • [ ] invitation request via #admin Slack channel
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [ ] Add to email address(s)
  • [ ] Train how to
    • [x] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

amejiamesinas avatar Sep 20 '23 19:09 amejiamesinas

Onboard Update

  • [ ] Slack channel membership
  • [ ] Google Drive
    • [ ] Add to drive as Manager
  • [ ] Add to Google calendar invites
  • [ ] Roster
    • [ ] Send link
    • [ ] Team member adds themselves
    • [ ] Check for Public
  • [ ] GitHub
    • [ ] Add to write team
      • [ ] Change membership to maintainer
    • [ ] Add to read team
      • [ ] Change membership to maintainer
    • [ ] Confirm that their name is on their Github
  • [ ] Figma
    • [ ] invite
    • [ ] acceptance
  • [ ] 1password
    • [ ] invitation request via admin slack channel
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge Assist
      • [ ] Zoom vault
  • [ ] Confirm that product member has access to Zoom Meeting Setup spreadsheet (if they are part of the product community of practice they will have access)
  • [ ] Update team page on Wiki
  • [ ] Add to email address(s)
  • [ ] Train how to
    • [ ] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

amejiamesinas avatar Sep 20 '23 19:09 amejiamesinas

Offboard Update

  • [ ] confirm that volunteer is not working on any guides in community of practice (if person does not respond to communication you can assume they are not active in the CoP)
  • [ ] Remove from Google calendar invite
    • Send the following cancelation message:
      • You have been removed from this event because you are listed as an inactive member of the team. If you have been removed by mistake, please reach out to a product manager.
  • [ ] 1password setup
    • [ ] remove from team vaults
      • [ ] Expunge Assist
      • [ ] Zoom vault
  • [ ] Remove access from VRMS
    • ask admin if you don't have access
  • [ ] Revoke access from Zoom Meeting Setup spreadsheet
  • [ ] Google Drive - [ ] demote to viewer
  • [ ] Roster
    • [ ] mark as inactive
  • [ ] GitHub
    • [ ] demote member to read only team and remove from write team
    • [ ] if previously maintainer, change role in read only team to member only
    • [ ] Check their Assignment status on the Issue tab, to make sure they are no longer assigned to any issues
  • [ ] Figma
    • [ ] remove from team (you must be logged in with project email account)
  • [ ] Help them delete the desktop shortcut to email address if they made one
  • [ ] Remove from email address(s)
  • [ ] Update team page on WIKI

amejiamesinas avatar Sep 20 '23 19:09 amejiamesinas

@ExperimentsInHonesty To follow up on our VRMS discussion, below are the names of PM's that have been offboarded and should no longer have access to VRMS (we were checking this at our meeting, but it crashed)

  • Brandon Hayes
  • Mahmoud A.
  • Myranda Pierce
  • Thomas Demoner
  • Daniel Lee
  • Apurva Barve
  • Bridget Ofomhi
  • Gretchen Howard
  • James Shin
  • Jamie Siu
  • Julia Church
  • Sheron Virani
  • Lexie Ulven

Additionally, we need to add Curtis Barber ([email protected]) Thanks!

amejiamesinas avatar Oct 16 '23 23:10 amejiamesinas

Onboard @ vanessaavviles

  • [x] Slack channel membership
  • [x] Google Drive
    • [x] Add to drive as Manager
  • [x] Add to Google calendar invites
  • [x] Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public
  • [x] GitHub
    • [x] Add to write team
      • [ ] Change membership to maintainer
    • [x] Add to read team
      • [ ] Change membership to maintainer
    • [x] Confirm that their name is on their Github
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] 1password
    • [x] invitation request via admin slack channel
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] Expunge Assist
      • [ ] Zoom vault
  • [ ] Confirm that product member has access to Zoom Meeting Setup spreadsheet (if they are part of the product community of practice they will have access)
  • [ ] Update team page on Wiki
  • [ ] Add to email address(s)
  • [ ] Train how to
    • [ ] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

amejiamesinas avatar Nov 14 '23 20:11 amejiamesinas

Offboard @CBx3000

  • [x] 1password setup
    • [x] remove from team vaults
      • [x] Expunge-Assist
      • [x] Zoom vault
  • [x] Google Drive
    • [x] demote to viewer
  • [x] Roster
    • [x] mark as inactive
  • [x] GitHub
    • [x] demote member to read only team and remove from write team
    • [x] if previously maintainer, change role in read only team to member only
  • [x] Figma
    • [x] remove from team
  • [x] Help them delete the desktop shortcut to email address if they made one.
  • [x] Remove from email address(s)
  • [x] Go over the person's assigned Github issues and Close or Reassign them

CBx3000 avatar Apr 02 '24 00:04 CBx3000

I was unable to remove myself from Figma, I'm not sure if it's due to our project being at memory capacity . I also wasn't able to change my maintainer status on Github . I asked Admin to remove me from 1 Password , Zoom vaults , and VRMS . @amejiamesinas

CBx3000 avatar Apr 02 '24 03:04 CBx3000

@CBx3000 Thanks, no need to remove from Figma, we leave all offboarded members as "viewers". I will change your status on GitHub.

amejiamesinas avatar Apr 03 '24 00:04 amejiamesinas