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Published 20 hours ago • verified publisher icon hackforla

Onboard & Offboard: Product

Open ExperimentsInHonesty opened this issue 3 years ago • 14 comments

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.

Dates

Created date: 2022-02-22 Last Updated date: 2023-09-07

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
  - [ ] tdm-calculator
  - [ ] tdm-calculator-dev
- [ ] Add to Google calendar invites
   - [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
   - [ ] Wednesdays 7pm PT - All-team meeting
   - [ ] Thursdays 1pm PT- Stakeholder Prep meeting
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
   - [ ] Send link
   - [ ] Team member adds themselves
   - [ ] Check for Public and note in roster
- [ ] GitHub
   - [ ] Add to team write vault
      - [ ] Change membership to maintainer
   - [ ] Add to team read vault
      - [ ] Change membership to maintainer
- [ ] Figma
   - [ ] invite
   - [ ] acceptance
- [ ] 1password 
   - [ ] invitation
   - [ ] acceptance
   - [ ] add to vaults
      - [ ] TDM Calculator
      - [ ] TDM UX
      - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
      - [ ] Add to forwarding addresses (Sends invite email)
      - [ ] Acceptance
      - [ ] Add filter to forward 
   - [ ] [email protected]
      - [ ] Add to forwarding addresses (Sends invite email)
      - [ ] Acceptance
      - [ ] Add filter to forward 
- [ ] 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
   - [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
   - [ ] Wednesdays 7pm PT - All-team meeting
   - [ ] Thursdays 1pm PT- Stakeholder Prep meeting
 - [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] TDM Calculator
       - [ ] TDM UX
       - [ ] 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]
   - [ ] [email protected]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

org template updated 2022-02-23 Changelog

ExperimentsInHonesty avatar Jan 22 '22 18:01 ExperimentsInHonesty

#975

Biuwa avatar Nov 17 '22 05:11 Biuwa

Onboard Moji Jimoh 2023-01-10

  • [ ] Slack channel membership
    • [ ] [insert name of channel]
    • [ ] [insert name of 2nd channel]
  • [ ] Add to Google calendar invites
    • [ ] [DAY - PM meeting]
    • [ ] [DAY - BA meeting]
    • [ ] [DAY - UX Research meeting]
    • [ ] [DAY - All-team meeting]
    • [ ] [DAY - Design team meeting]
  • [ ] 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 vault
    • [ ] Change membership to maintainer
  • [ ] Figma
    • [ ] invite
    • [ ] acceptance
  • [ ] 1password
    • [ ] invitation
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] TDM Calculator
      • [ ] TDM UX
      • [ ] Zoom vault
  • [ ] Add to email address(s)
  • [ ] 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

ExperimentsInHonesty avatar Jan 11 '23 01:01 ExperimentsInHonesty

The org template link posted previously in this comment is not working, is there another link to reference the org template?

fnaneberhane avatar Aug 30 '23 17:08 fnaneberhane

Onboard Fnane Berhane 2023-09-07

  • [x] Slack channel membership
    • [x] [TDM Calculator]
    • [ ] [insert name of 2nd channel]
  • [x] Add to Google calendar invites
    • [x] [DAY - PM meeting]
    • [ ] [DAY - BA meeting]
    • [ ] [DAY - UX Research meeting]
    • [x] [DAY - All-team meeting]
    • [ ] [DAY - Design team meeting]
  • [x] Google Drive
    • [x] Add to drive as Manager
  • [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 vault
    • [ ] Change membership to maintainer
  • [ ] Figma
    • [ ] invite
    • [ ] acceptance
  • [ ] 1password
    • [x] invitation
    • [x] acceptance
    • [ ] add to vaults
      • [x] TDM Calculator
      • [ ] TDM UX
      • [ ] Zoom vault
  • [ ] Add to email address(s)
  • [ ] 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

Onboard Parisa Jannatifard

  • [x] Slack channel membership
    • [x] [TDM Calculator]
    • [ ] [insert name of 2nd channel]
  • [x] Add to Google calendar invites
    • [x] [DAY - PM meeting]
    • [ ] [DAY - BA meeting]
    • [ ] [DAY - UX Research meeting]
    • [x] [DAY - All-team meeting]
    • [ ] [DAY - Design team meeting]
  • [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 vault
    • [x] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [x] acceptance
  • [x] 1password
    • [x] invitation
    • [x] acceptance
    • [x] add to vaults
      • [x] TDM Calculator
      • [x] TDM UX
      • [x] Zoom vault
  • [ ] Add to email address(s)
  • [ ] Social Media Accounts with role assignment
    • [ ] Facebook
  • [ ] Train how to
    • [x] login to team account
    • [ ] setup chrome shortcut for adding to desktop
    • [ ] use zoom spreadsheet, vault and accounts
    • [ ] calendar invite

Biuwa avatar Sep 07 '23 20:09 Biuwa

Onboard Meenakshi 2024-02-07

  • [x] Slack channel membership
    • [x] tdm-calculator
    • [ ] tdm-calculator-dev
  • [x] Add to Google calendar invites
    • [x] Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • [ ] Wednesdays 7pm PT - All-team meeting
    • [ ] Thursdays 1pm PT- Stakeholder Prep meeting
  • [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 vault
      • [x] Change membership to maintainer
    • [x] Add to team read vault
      • [x] Change membership to maintainer
  • [x] Figma
    • [x] invite
    • [ ] acceptance
  • [x] 1password
    • [x] invitation
    • [x] acceptance
    • [x] add to vaults
      • [x] TDM Calculator
      • [x] TDM UX
      • [x] Zoom vault
  • [x] Add to email address(s)
    • [ ] [email protected]
      • [x] Add to forwarding addresses (Sends invite email)
      • [ ] Acceptance
      • [ ] Add filter to forward
    • [ ] [email protected]
      • [x] Add to forwarding addresses (Sends invite email)
      • [ ] Acceptance
      • [ ] Add filter to forward
  • [ ] 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

Biuwa avatar Feb 08 '24 04:02 Biuwa

Onboard Marlena, Naumi, Mauli 2024-05-25

[email protected] [email protected] [email protected]

  • [x] Slack channel membership
    • [x] tdm-calculator
    • [ ] tdm-calculator-dev
  • [x] Add to Google calendar invites
    • [ ] Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • [x] Wednesdays 7pm PT - All-team meeting
    • [ ] Thursdays 1pm PT- Stakeholder Prep meeting
  • [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
    • [ ] Add to team write vault
      • [ ] Change membership to maintainer
    • [ ] Add to team read vault
      • [ ] Change membership to maintainer
  • [x] Figma
    • [ ] invite
    • [ ] acceptance
  • [x] 1password
    • [ ] invitation
    • [ ] acceptance
    • [ ] add to vaults
      • [ ] TDM Calculator
      • [ ] TDM UX
      • [ ] Zoom vault
  • [ ] Add to email address(s)
    • [ ] [email protected]
      • [ ] Add to forwarding addresses (Sends invite email)
      • [ ] Acceptance
      • [ ] Add filter to forward
    • [ ] [email protected]
      • [ ] Add to forwarding addresses (Sends invite email)
      • [ ] Acceptance
      • [ ] Add filter to forward
  • [ ] 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

Parisajf avatar Apr 26 '24 02:04 Parisajf

@bonniewolfe I need you onboard one person with me, I have confusions regarding the 1password , GitHub, Figma access...

Parisajf avatar May 07 '24 19:05 Parisajf

Offboard Ebi and Neha

  • [x] Remove from Google calendar invite
    • [x] Every Other Tuesday - 4pm PT- Stakeholder Meeting
    • [x] Wednesdays 7pm PT - All-team meeting
    • [x] Thursdays 1pm PT- Stakeholder Prep meeting
  • [ ] 1password setup
    • [ ] remove from team vaults
      • [ ] TDM Calculator
      • [ ] TDM UX
      • [ ] Zoom vault
  • [ ] Google Drive
    • [x] demote to viewer
  • [ ] Roster
    • [x] mark as inactive
  • [ ] GitHub
    • [ ] demote member to read only team and remove from write team
  • [ ] Figma
    • [x] remove from team
  • [ ] Help them delete the desktop shortcut to email address if they made one.
  • [ ] Remove from email address(s)
  • [ ] Remove from Social Media Accounts with role assignment
    • [ ] Facebook

Parisajf avatar May 29 '24 00:05 Parisajf

@bonniewolfe Would you help with off boarding Ebi and Neha from 1 password?

Parisajf avatar May 29 '24 01:05 Parisajf