Onboard & Offboard: Product

[lrchang2]

Dependency

When we have a PM join or leave the project

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: 2022-02-08
Last Updated: 2023-04-17

Action Items

• Copy template to comment below
• Add name of person
• Check off as done

#### Onboard
- [ ] Slack channel membership
  - [ ] #access-the-data
  - [ ] #access-the-data-lead
- [ ] Calendaring
    - [ ] Add to AtD Contacts
    - [ ] Add to Google calendar invites
- [ ] Add to [team page](https://github.com/hackforla/access-the-data/wiki/AtD-Team) on Wiki
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
- [ ] GitHub
     - [ ] Add to team [write team](https://github.com/orgs/hackforla/teams/access-the-data-write/members)
        - [ ] Change membership to maintainer
     - [ ] Add to [read vault](https://github.com/orgs/hackforla/teams/access-the-data/members)
        - [ ] Change membership to maintainer
     - [ ] Check their github handle by assigning them to this issue, to see if they have added their name, so that you don't have to memorize their handle
     - [ ] Add them to the [leadership team list](https://github.com/hackforla/access-the-data/projects/1#card-84009614) and link to their issues
- [ ] [Figma](https://www.figma.com/files/team/966550530967927285/Access-The-Data/members?fuid=966550526030546346)
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] Send name and email to Admin on Slack and ask to grant access to:
       - [ ] Access the Data - Data Literacy vault
       - [ ] Zoom vault
- [ ] Email
   - [ ] Add to email address filter (forwarder)
   - [ ] make sure they can log onto accessthedata@hackforla.org
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
   - [ ] Twitter
- [ ] Train how to 
   - [ ] login to team email account
   - [ ] setup chrome extension shortcut
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard
- [ ] Remove from Google calendar invite
- [ ] WIKI
  - [ ] move to "previous contributors" on [team page](https://github.com/hackforla/access-the-data/wiki/AtD-Team)
- [ ] 1password setup
    - [ ] Ask admin on Slack to remove from team vaults
       - [ ] Access the Data - Data Literacy vault
       - [ ] Zoom vault
- [ ] Google Drive
   - [ ] demote to viewer
- [ ] [Roster](https://docs.google.com/spreadsheets/d/1b97Np96EimkxicW83pwnYkn7uDd7fCD5H_6F21nOkg4/edit?usp=share_link)
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to [read only team](https://github.com/orgs/hackforla/teams/access-the-data/members?query=) and remove from [write team](https://github.com/orgs/hackforla/teams/access-the-data-write/members)
- [ ] [Figma](https://www.figma.com/files/team/966550530967927285/Access-The-Data/members?fuid=966550526030546346)
  - [ ] demote to view only
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook
   - [ ] Twitter
- [ ] Remove from #access-the-data-leads Slack channel

Resources/Instructions

• 1password.com
• Google Drive Link
• Access the Data Roster
• GitHub Team URL
  • base (read)
  • write
  • maintain
  • [triage] - none at this time
  • admin
• Check public and 2FA at people page
• WIKI team page: https://github.com/hackforla/access-the-data/wiki/Join-the-Access-the-Data-Team
• Access the Data Figma Team
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23
Changelog

[lrchang2]

Onboard: AJ 2022-02-15 (retroactively)

• Google Drive
  • Add to drive as Manager
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public
• GitHub
  • Add to team write team
    • Change membership to maintainer
  • Add to read vault
    • Change membership to maintainer
• Figma
  • invite
  • acceptance
• 1password
  • invitation
  • acceptance
  • add to vaults
    • Access the Data - Data Literacy vault
    • Zoom vault
• Add to forwarding email address(s) and filter
  • accessthedata@hackforla.org
• Train how to
  • login to team email account
  • setup chrome shortcut for adding to desktop
  • use zoom spreadsheet, vault and accounts
  • calendar invite