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Published 20 hours ago • verified publisher icon hackforla

Onboard & Offboard: UX / UI Designer

Open jamiesiu opened this issue 2 years ago • 22 comments

Dependency

Waiting to have a UX/UI Designer to on/off-board.

Overview

We need to have a checklist of items to do when a UX / UI Designer onboards and offboards so that the process can be consistent and fast.

Date Updated

(insert date you created this issue and keep updating the date each time the org template change are integrated) 2022-04-20

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
- [ ] Design / PM Walkthrough
   - [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations 
- [ ] [Google Drive](https://drive.google.com/drive/folders/1qR-5gm7a-3h-Zm6Tu8IxDQ6yL488kf1n)
   - [ ] Add to drive as Contributor
- [ ] [Team Roster](https://docs.google.com/spreadsheets/d/12sAwYiQJP4fmEONF6-oUVYFVupTwSkci/edit)
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public organization visibility and note in roster
- [ ] GitHub
     - [ ] Add to team Expunge Assist [write vault](https://github.com/orgs/hackforla/teams/expunge-assist-write)
     - [ ] Add to read vault
- [ ] [Figma team invite](https://www.figma.com/files/team/957045401738666965/Expunge-Assist's-team/members?fuid=1085745174581545626)
  - [ ] invite
  - [ ] acceptance
- [ ] Slack 
  - [ ] confirm in team channel
  - [ ] confirm in design/content channel
- [ ] Google Calendar
  - [ ] send invites to syncs 
- [ ] Additional documentation 
  - [ ] e.g. Share latest Usability Testing Results
- [ ] Wiki share
  - [ ] [Update Team Roster Wiki](https://github.com/hackforla/expunge-assist/wiki/The-Team)
- [ ] Help Identify First Issue w/ Team


#### Offboard
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
- [ ] Figma
  - [ ] demote to view access
- [ ] Wiki / HFLA website team roster Update
  - [ ] [Update Team Roster Wiki](https://github.com/hackforla/expunge-assist/wiki/The-Team)
  - [ ] [Update HFLA Website "Current Team" as needed](https://www.hackforla.org/projects/expunge-assist.html)
- [ ] Google Calendar
  - [ ] removes from sync invites

Resources/Instructions

org template updated 2022-02-09

Reference for parity

  • https://github.com/hackforla/expunge-assist/issues/456
  • https://github.com/hackforla/expunge-assist/issues/464

jamiesiu avatar Apr 21 '22 06:04 jamiesiu

Onboarding for Serena Sanders (by Daisy + Jamie)

  • [x] Google Drive
    • [x] Add to drive as Editor
  • [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 Expunge Assist
    • [x] Add to team Expunge Assist Write
    • [x] Add to read vault
      • [ ] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [ ] 1password
    • [ ] 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
  • [ ] Confirm any updates needed to this checklist / template

Note: Remainder here not required for non-PM roles (as PM's assist with calendar invites, email inbox awareness. Can add permissions later if teammate needs these for project work.

jamiesiu avatar Apr 21 '22 06:04 jamiesiu

Onboard with Anita Morales @anitadesigns

  • [x] Google Drive
    • [x] Add to drive as Editor
  • [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 Expunge Assist
      • [ ] Change membership to maintainer
    • [x] Add to read vault
      • [ ] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs

(Below is primarily for Product/Leads)

  • [ ] 1password
    • [ ] 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 Jun 09 '22 04:06 jamiesiu

Onboard Sam C.

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Editor
  • [x] Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs

jamiesiu avatar Jun 16 '22 00:06 jamiesiu

Onboard Sarah Ahmed

  • [ ] Design / PM Walkthrough
    • [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Editor
  • [ ] Roster
    • [x] Send link
    • [ ] Team member adds themselves
    • [ ] Check for Public and note in roster
  • [ ] GitHub
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
  • [ ] Figma
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs

jamiesiu avatar Jun 22 '22 23:06 jamiesiu

Onboard Snigdha Behara

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Editor
  • [ ] Roster
    • [x] Send link
    • [x] Team member adds themselves - 8/17 missing availability information
    • [ ] Check for Public and note in roster - noted they are Private now so needs to be updated
  • [ ] GitHub - waiting to confirm current username
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
    • [ ] Note: 8/17 - unable to add Snigdha to read/write vault at this time as not in organization - looks to be due to private visibility for profile. Visible under HFLA people list
  • [ ] Figma
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs

Offboard

  • [ ] 1password setup
    • [ ] remove from team vaults
      • [ ] Expunge-Assist
      • [ ] Zoom vault
  • [ ] Google Drive
    • [ ] 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.
  • [ ] Remove from email address(s)

jamiesiu avatar Aug 04 '22 01:08 jamiesiu

Onboard David Lee

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [x] Roster
    • [x] Send link
    • [x] Team member adds themselves - 8/17 note - missing availability information
    • [x] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [x] Wiki share
  • [x] Help Identify First Issue w/ Team

jamiesiu avatar Aug 18 '22 01:08 jamiesiu

Onboard Phuong (Phu)

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
    • 9/21 we did a brief walkthrough but may require additional followup
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [x] Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [x] Additional documentation
    • [x] e.g. Share latest Usability Testing Results
  • [ ] Wiki share
  • [ ] Help Identify First Issue w/ Team

jamiesiu avatar Sep 22 '22 02:09 jamiesiu

Removed several alumni members from the Github EA write vault as they are no longer active and would not require edit access.

jamiesiu avatar Sep 27 '22 03:09 jamiesiu

Onboard Justin Yeh

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [ ] Roster
    • [x] Send link
    • [ ] Team member adds themselves
    • [x] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma team invite
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [x] Wiki share
  • [ ] Help Identify First Issue w/ Team

jamiesiu avatar Nov 24 '22 18:11 jamiesiu

Onboard Michelle Bui

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [ ] Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public organization visibility and note in roster
  • [ ] GitHub
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
  • [ ] Figma team invite
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [x] Wiki share
  • [ ] Help Identify First Issue w/ Team

jccchurch avatar May 03 '23 17:05 jccchurch

Onboard Elizabeth Brown

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [x] Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma team invite
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [x] Wiki share
  • [ ] Help Identify First Issue w/ Team

jccchurch avatar May 03 '23 17:05 jccchurch

Offboard Phuong, Serena, & David Lee

  • [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
  • [ ] Wiki / HFLA website team roster Update
  • [x] Google Calendar
    • [x] removes from sync invites (design meetings; design/dev collab ; design/content collab; and all team)

amejiamesinas avatar Oct 11 '23 17:10 amejiamesinas

Onboard Amanda Castro-Caballero

  • [ ] Design / PM Walkthrough
    • [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [ ] Google Drive
    • [ ] Add to drive as Contributor
  • [ ] Team Roster
    • [ ] Send link
    • [ ] Team member adds themselves
    • [ ] Check for Public organization visibility and note in roster
  • [ ] GitHub
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
  • [ ] Figma team invite
    • [ ] invite
    • [ ] acceptance
  • [ ] Slack
    • [ ] confirm in team channel
    • [ ] confirm in design/content channel
  • [ ] Google Calendar
    • [ ] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [ ] Wiki share
  • [ ] Help Identify First Issue w/ Team

anitadesigns avatar Oct 17 '23 03:10 anitadesigns

Onboard @adammitch3ll

  • [x] Design / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [x] Team Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma team invite
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [ ] Wiki share
  • [ ] Help Identify First Issue w/ Team

amejiamesinas avatar Oct 26 '23 00:10 amejiamesinas

Onboard @amandacaballero

  • [ ] Design / PM Walkthrough
    • [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [x] Team Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [x] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [x] Figma team invite
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [ ] Google Calendar
    • [ ] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [ ] Wiki share
  • [ ] Help Identify First Issue w/ Team

amejiamesinas avatar Nov 09 '23 02:11 amejiamesinas

Offboard Adam Mitchell

  • [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
  • [ ] Wiki / HFLA website team roster Update
  • [x] Google Calendar
    • [x] removes from sync invites

anitadesigns avatar Feb 16 '24 16:02 anitadesigns

Offboard Elizabeth Brown

  • [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
  • [x] Wiki / HFLA website team roster Update
  • [x] Google Calendar
    • [x] removes from sync invites

anitadesigns avatar Mar 02 '24 22:03 anitadesigns

Offboard Michelle Bui

  • [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
  • [x] Wiki / HFLA website team roster Update
  • [x] Google Calendar
    • [x] removes from sync invites

anitadesigns avatar Mar 02 '24 22:03 anitadesigns

Onboard Ellynna Ruan

  • [ ] Design / PM Walkthrough
    • [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [ ] Team Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [ ] Check for Public organization visibility and note in roster
  • [ ] GitHub
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
  • [x] Figma team invite
    • [x] invite
    • [ ] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [x] Wiki share
  • [ ] Help Identify First Issue w/ Team

anitadesigns avatar Mar 06 '24 21:03 anitadesigns

Onboard Christina Campbell

  • [ ] Design / PM Walkthrough
    • [ ] Team share / demo of work in progress e.g. Design System, Figma, current iterations
  • [x] Google Drive
    • [x] Add to drive as Contributor
  • [ ] Team Roster
    • [x] Send link
    • [x] Team member adds themselves
    • [ ] Check for Public organization visibility and note in roster
  • [x] GitHub
    • [x] Add to team Expunge Assist write vault
    • [x] Add to read vault
  • [ ] Figma team invite
    • [x] invite
    • [x] acceptance
  • [x] Slack
    • [x] confirm in team channel
    • [x] confirm in design/content channel
  • [x] Google Calendar
    • [x] send invites to syncs
  • [ ] Additional documentation
    • [ ] e.g. Share latest Usability Testing Results
  • [x] Wiki share
  • [ ] Help Identify First Issue w/ Team

anitadesigns avatar Mar 06 '24 21:03 anitadesigns

Hey @anitadesigns ! I was going through the GitHub onboarding /off boarding issues I was tagged in and I don't see the Github user names for the following people on the Team Roster . I’m trying demote / give them Github access :

Christina Campbell Ellynna Ruan Elizabeth Brown Michelle Bui

I also wasn’t able to demote two of the designers to a viewer in the EA Google Drive : Elizabeth Brown and Michelle Bui .

CBx3000 avatar Mar 11 '24 20:03 CBx3000

hey @CBx3000 found the GitHub user names! I attached them below:

Christina Campbell: ChrisCamp201 Ellynna Ruan: eruan8888 Elizabeth Brown: ermbrown Michelle Bui: mbui31

anitadesigns avatar Mar 11 '24 21:03 anitadesigns