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Published 20 hours ago • verified publisher icon hackforla

Onboard & Offboard: UX Content Writer

Open jamiesiu opened this issue 2 years ago • 7 comments

Dependency

UX Content Writer to on/off-board. This is an issue for Content PMs to assist in onboarding and offboarding UXWs to and from the team.

Overview

Checklist of items to do when a UX Content Writer onboards and offboards to ensure consistency and efficiency.

Date Updated

2/9/23

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
- [ ] Content / PM Walkthrough
   - [ ] Team share / demo of work in progress e.g. Content 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
- [ ] Open a ticket with the [website team to update our project card](https://github.com/hackforla/website/issues/new?assignees=&labels=P-Feature%3A+Project+Info+and+Page%2C+role%3A+back+end%2FdevOps%2C+role%3A+front+end%2C+Size%3A+Small%2C+size%3A+0.5pt%2C+time+sensitive&template=project-profile-card-review-and-update.yml&title=Update+Project+Profile%3A+%5BProject+Name%5D) to add a person to all-time contributors / current team lead if applicable.

- [ ] https://github.com/hackforla/expunge-assist/issues/1288
#### 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
- [ ] Open a ticket with the [website team to update our project card](https://github.com/hackforla/website/issues/new?assignees=&labels=P-Feature%3A+Project+Info+and+Page%2C+role%3A+back+end%2FdevOps%2C+role%3A+front+end%2C+Size%3A+Small%2C+size%3A+0.5pt%2C+time+sensitive&template=project-profile-card-review-and-update.yml&title=Update+Project+Profile%3A+%5BProject+Name%5D) to remove a lead (if applicable)

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 Feb 09 '23 21:02 jamiesiu

Offboard Lori, Kyle, Irene, Audrey

CBx3000 avatar Oct 12 '23 20:10 CBx3000

Offboard Cheryl Cline

  • [ ] Google Drive
    • [ ] demote to viewer (Won't allow demotion to viewer for her account . Can only change to Contributor Manager)
  • [x] Roster
    • [x] mark as inactive
  • [ ] GitHub
    • [ ] 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
  • [ ] Open a ticket with the website team to update our project card to remove a lead (if applicable)

CBx3000 avatar Oct 17 '23 23:10 CBx3000

Onboard Thea Tapp

  • [x] Content / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Content 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
  • [ ] GitHub
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
  • [x] 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
  • [ ] Wiki share
  • [ ] Help Identify First Issue w/ Team
  • [ ] Open a ticket with the website team to update our project card to add a person to all-time contributors / current team lead if applicable.

CBx3000 avatar Nov 01 '23 03:11 CBx3000

Onboard Cherly Chline

  • [x] Content / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Content 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
    • [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
  • [ ] Wiki share
  • [x] Help Identify First Issue w/ Team
  • [ ] Open a ticket with the website team to update our project card to add a person to all-time contributors / current team lead if applicable.

CBx3000 avatar Dec 18 '23 23:12 CBx3000

Offboard Thea Tharp

CBx3000 avatar Feb 01 '24 05:02 CBx3000

Onboard Claudia Jankowski

  • [x] Content / PM Walkthrough
    • [x] Team share / demo of work in progress e.g. Content 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
  • [ ] GitHub
    • [ ] Add to team Expunge Assist write vault
    • [ ] Add to read vault
  • [x] 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
  • [x] Additional documentation
    • [x] e.g. Share latest Usability Testing Results
  • [ ] Wiki share
  • [x] Help Identify First Issue w/ Team
  • [ ] Open a ticket with the website team to update our project card to add a person to all-time contributors / current team lead if applicable.

CBx3000 avatar Feb 29 '24 00:02 CBx3000