Onboard and Offboard : UI/UX Lead #124

aditipaulphd · 2022-02-15T23:40:09Z

Dependency

When we need to onboard and offboard a new lead.

Overview

We need to have a checklist of items to do when a UXer onboard and offboards so that the process can be consistent and fast.

Action Items

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

#### Onboard
- [ ] Internship shared Google Drive
   - [ ] Add to drive as Manager
- [ ] Internship - PII Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
- [ ] GitHub
     - [ ] Add to team write team
        - [ ] Change membership to maintainer
     - [ ] Add to read vault
        - [ ] Change membership to maintainer
     - [ ] Confirm that their name is on their Github 
     - [ ] Assign them to the issue #101, add them to role call and accountability check 
     - [ ] Assign them to the issue #62, add them to role call and accountability check  
     - [ ] Assign them to the issue #315, add them to role call and accountability check
- [ ] Add to Google calendar invites
   - [ ] Tuesday Design System Meeting (if necessary)
      - [ ] not needed 
   - [ ] Tuesday BA meeting (if necessary)
      - [ ] not needed
   - [ ] Tuesday UX Research meeting (if necessary)
      - [ ] not needed
   - [ ] Thursday All-team meeting
- [ ] Figma
  - [ ] invite
  - [ ] acceptance
- [ ] 1password 
     - [ ] invitation
     - [ ] acceptance
     - [ ] add to vaults
       - [ ] Internship- ux program
       - [ ] Zoom vault
- [ ] Grant access to Zoom Meeting Setup spreadsheet
- [ ] Update team page on Wiki
   - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki) 
- [ ] Add to email address(s)
   - [ ] internship-ux@hackforla.org
- [ ] 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
   - [ ] Monday PM meeting
   - [ ] Tuesday BA meeting
   - [ ] Tuesday UX Research meeting
   - [ ] Wednesday PM meeting (ad-hoc)
   - [ ] Thursday All-team meeting
- [ ] 1password setup
   - [ ] remove from team vaults
   - [ ] Internship - ux program
   - [ ] Zoom vault
- [ ] Revoke access from Zoom Meeting Setup spreadsheet
- [ ] Internship shared Google Drive
   - [ ] demote to viewer
- [ ] Internship - PII Google Drive
   - [ ] Remove access to the drive
- [ ] Roster
  - [ ] mark as inactive
- [ ] GitHub
     - [ ] demote member to read only team and remove from write team
     - [ ] Un Assign them to the issue #101, remove them from role call and accountability check  
     - [ ] Un Assign them to the issue #62, remove them from role call and accountability check   
     - [ ] Un-assign them to the issue #315, remove them from the roll call and accountability check
     - [ ] Check their Assignment status on the Issue tab, to make sure they are no longer assigned to any issues
- [ ] Figma
  - [ ] remove from team
- [ ] Update team page on wiki
  - [How to activate-inactivate team members from roster and wiki](https://github.com/hackforla/internship/wiki/How-to-activate-inactivate-team-members-from-roster-and-wiki)
- [ ] Remove from email address(s)
   - [ ] internship-ux@hackforla.org

Resources/Instructions

1password.com
Google Drive Link
Google roster
Check public and 2FA at people page
GitHub Team URL
- base (read)
- write
- maintain
- [triage] - does not exist
- admin
- [other] - does not exist
WIKI team page: https://github.com/hackforla/internship/wiki/The-Team
Figma Internship Figma
How to Add/Remove team members from Team Wiki page
TWE Issue tab
Gmail: Forward Emails to Team Members

Related issues

The text was updated successfully, but these errors were encountered:

aditipaulphd · 2022-02-15T23:44:38Z

ExperimentsInHonesty · 2022-04-06T18:28:12Z

ExperimentsInHonesty · 2022-04-06T18:53:26Z

sort out the 1password vaults for ui/ux

ExperimentsInHonesty · 2022-05-18T17:18:02Z

ExperimentsInHonesty · 2022-07-20T17:09:34Z

epierotti3 · 2022-07-20T17:12:39Z

epierotti3 · 2022-07-20T17:27:02Z

@ExperimentsInHonesty Hi Bonnie, please add Koyel Ranu (koyelranu@gmail.com) to one password when you have a moment. Thanks!

epierotti3 · 2022-08-08T17:46:58Z

christine-el · 2022-08-10T18:57:09Z

christine-el · 2022-08-18T00:46:54Z

bradyse · 2022-11-13T16:20:13Z

pandanista · 2023-02-02T18:53:05Z

ExperimentsInHonesty · 2023-06-23T20:56:24Z

Notes
Design System Figma Link

Each color or component should be linked to its style and the action item for doing that is called "organized component" and lives in each component issue . See epic #397 for links to all the component issues

We have not yet implemented the new features

variables
dev mode

Handoff documented process

Bryanna is not on the project anymore. Remove her from her issue

the current design is only MVP

RobinElayn · 2023-06-23T21:04:12Z

Q: What is the ultimate goal of the TWE project, and how does the website fit into achieving that goal?
Understanding the project's larger context will help inform design decisions and ensure that the website aligns with the project's overall mission
Ex: The ultimate goal of the TWE project may be to provide high school students with valuable work experience that prepares them for future careers. The website may serve as a tool to connect students with potential internship opportunities and provide them with resources to prepare for and succeed in those internships.

Q: What are the key user needs that the website should address, and how will those needs vary across different user groups?
Identifying user needs and personas will inform the design and content of the website, ensuring that it is user-friendly and meets the needs of its target audience.
Ex: Students may need a user-friendly application process and resources to prepare for internships, while potential employers may need information on how to participate in the program and connect with students.

Q: What are the technical requirements for the website? Will it require any specific integrations or functionalities (e.g., payment processing, scheduling software, etc.)?
Understanding the technical requirements will help ensure that the website is designed to function effectively and that any necessary integrations are included.
Ex: The website may require a secure application portal for students to submit applications and a content management system to easily update and manage website content.
What is the project's branding strategy, and how should that be reflected in the website's design and messaging?

Q: Understanding the branding strategy will ensure that the website's design and messaging align with the project's overall image and messaging.
Ex: The project's branding strategy may be focused on promoting diversity and inclusivity, and the website's design and messaging should reflect those values through the use of diverse imagery and inclusive language.

Q: What are the key success metrics for the website? How will success be measured and evaluated?
Understanding the project's success metrics will ensure that the website is designed to meet those metrics and that it can be effectively evaluated to track progress.
Ex: Key success metrics for the website may include the number of student applications received, the number of internships secured by students, and user satisfaction ratings. These metrics can be measured through website analytics and user surveys.
What are the potential barriers to website adoption and success, and how can those be addressed in the website's design and messaging?

Q: Understanding potential barriers to adoption (e.g., lack of awareness, difficulty navigating the website, etc.) will ensure that the website is designed to address those barriers and maximize adoption and success.
Ex: Potential barriers to adoption may include a lack of awareness about the TWE project among high school students and potential employers. These barriers can be addressed through clear messaging about the benefits of participating in the program and targeted outreach efforts to reach those user groups.

Q: How will the website be updated and maintained over time, and what resources will be needed to ensure that it remains up-to-date and effective?
Understanding the ongoing maintenance needs of the website will ensure that it remains effective and up-to-date over time.
Ex: The website may require ongoing updates to internship listings and resources, as well as regular maintenance to ensure that it remains secure and functional. A content management system and dedicated website administrator may be needed to ensure that the website is kept up-to-date and effective over time.

pandanista · 2023-08-03T17:30:06Z

pandanista · 2024-01-23T21:12:57Z

pandanista · 2024-08-13T21:39:42Z

aditipaulphd assigned aditipaulphd and MariaSailo Feb 15, 2022

aditipaulphd added feature: volunteer onboarding role: UI/UX research size: 1pt Can be done in 6 hours labels Feb 15, 2022

aditipaulphd added this to the 03 - Project Management milestone Feb 15, 2022

priyatalwar mentioned this issue Feb 21, 2022

TWE: Agenda for PM meetings #49

Open

3 tasks

ExperimentsInHonesty changed the title ~~Onboard and Offboard : UX~~ Onboard and Offboard : UX Lead Mar 16, 2022

ExperimentsInHonesty changed the title ~~Onboard and Offboard : UX Lead~~ Onboard and Offboard : UI/UX Lead Mar 16, 2022

gracieama mentioned this issue Mar 28, 2022

Onboard & Offboard: Team members #153

Open

4 tasks

ExperimentsInHonesty mentioned this issue Mar 30, 2022

Onboard & Offboard: Product #123

Open

4 tasks

This was referenced Apr 6, 2022

TWE: All Team meeting Agenda #101

Open

TWE: UX Research Meeting Agenda #62

Open

ExperimentsInHonesty unassigned MariaSailo May 18, 2022

ExperimentsInHonesty assigned christine-el May 18, 2022

ExperimentsInHonesty assigned bradyse and unassigned aditipaulphd Aug 17, 2022

ExperimentsInHonesty unassigned bradyse and christine-el Sep 8, 2022

ExperimentsInHonesty removed the role: UI/UX research label Sep 8, 2022

ExperimentsInHonesty added dependency role: UX research lead good first issue Good for newcomers and removed dependency labels Sep 8, 2022

ExperimentsInHonesty assigned bradyse and pandanista Nov 10, 2022

bradyse unassigned pandanista and bradyse Nov 15, 2022

ExperimentsInHonesty added Participant Type: TWE Team Member feature: onboarding and removed feature: team onboarding labels Jan 12, 2023

cbutcher318 mentioned this issue Jan 19, 2023

TWE: UX Lead and PM Agenda #315

Open

pandanista added the dependency label Sep 14, 2023

ExperimentsInHonesty added the complexity: missing label Jan 29, 2024

ExperimentsInHonesty mentioned this issue Apr 28, 2024

Epic: Onboarding / Offboarding all team members civictechindex/BOP#263

Open

3 tasks

pandanista added complexity: small and removed complexity: missing labels May 9, 2024

ExperimentsInHonesty added this to P: TWE: Project Board Jun 10, 2024

ExperimentsInHonesty moved this to Ice Box in P: TWE: Project Board Jun 10, 2024

sunannie27 mentioned this issue Aug 29, 2024

TWE: Self Offboarding #613

Open

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Onboard and Offboard : UI/UX Lead #124

Onboard and Offboard : UI/UX Lead #124

aditipaulphd commented Feb 15, 2022 •

edited by ExperimentsInHonesty

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aditipaulphd commented Feb 15, 2022 •

edited by ExperimentsInHonesty

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ExperimentsInHonesty commented Apr 6, 2022 •

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ExperimentsInHonesty commented Apr 6, 2022 •

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ExperimentsInHonesty commented May 18, 2022 •

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ExperimentsInHonesty commented Jul 20, 2022

epierotti3 commented Jul 20, 2022 •

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epierotti3 commented Jul 20, 2022

epierotti3 commented Aug 8, 2022 •

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christine-el commented Aug 10, 2022

Onboard - Koyel Ranu (Not UX Lead, based on template above)

christine-el commented Aug 18, 2022 •

edited by epierotti3

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bradyse commented Nov 13, 2022 •

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pandanista commented Feb 2, 2023 •

edited by ExperimentsInHonesty

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ExperimentsInHonesty commented Jun 23, 2023 •

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RobinElayn commented Jun 23, 2023 •

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pandanista commented Aug 3, 2023 •

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pandanista commented Jan 23, 2024 •

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pandanista commented Aug 13, 2024 •

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Onboard and Offboard : UI/UX Lead #124

Onboard and Offboard : UI/UX Lead #124

Comments

aditipaulphd commented Feb 15, 2022 • edited by ExperimentsInHonesty Loading

Dependency

Overview

Action Items

Resources/Instructions

Related issues

aditipaulphd commented Feb 15, 2022 • edited by ExperimentsInHonesty Loading

Onboard Maria 02/15/2022

ExperimentsInHonesty commented Apr 6, 2022 • edited Loading

Onboard Aditi (added retroactively)

ExperimentsInHonesty commented Apr 6, 2022 • edited Loading

ExperimentsInHonesty commented May 18, 2022 • edited Loading

Onboard Christine El Ouardani 2022-05-18

ExperimentsInHonesty commented Jul 20, 2022

Onboard - not a lead

epierotti3 commented Jul 20, 2022 • edited Loading

Onboard - Koyel Ranu (Not UX Lead, based on template above)

epierotti3 commented Jul 20, 2022

epierotti3 commented Aug 8, 2022 • edited Loading

Offboard Snigdha Behara (UX not lead) from Internship Project ONLY (not entire organization)

christine-el commented Aug 10, 2022

Onboard - Koyel Ranu (Not UX Lead, based on template above)

christine-el commented Aug 18, 2022 • edited by epierotti3 Loading

Onboard - Sara Brady (UX Co-Lead) 8-17-22

bradyse commented Nov 13, 2022 • edited Loading

Onboard - Yingjie Ou (UX Research Lead) - 2022-11-13

pandanista commented Feb 2, 2023 • edited by ExperimentsInHonesty Loading

Onboard - Sandy Oh - 2023-02-02

ExperimentsInHonesty commented Jun 23, 2023 • edited Loading

RobinElayn commented Jun 23, 2023 • edited by ExperimentsInHonesty Loading

pandanista commented Aug 3, 2023 • edited by ExperimentsInHonesty Loading

Onboard Karina Kyos

pandanista commented Jan 23, 2024 • edited Loading

Offboard - Sara Brady - 2024-01-23

pandanista commented Aug 13, 2024 • edited Loading

Onboard Jinyan - UX Research Co-Lead

aditipaulphd commented Feb 15, 2022 •

edited by ExperimentsInHonesty

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aditipaulphd commented Feb 15, 2022 •

edited by ExperimentsInHonesty

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ExperimentsInHonesty commented Apr 6, 2022 •

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ExperimentsInHonesty commented Apr 6, 2022 •

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ExperimentsInHonesty commented May 18, 2022 •

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epierotti3 commented Jul 20, 2022 •

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epierotti3 commented Aug 8, 2022 •

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christine-el commented Aug 18, 2022 •

edited by epierotti3

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bradyse commented Nov 13, 2022 •

edited

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pandanista commented Feb 2, 2023 •

edited by ExperimentsInHonesty

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ExperimentsInHonesty commented Jun 23, 2023 •

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RobinElayn commented Jun 23, 2023 •

edited by ExperimentsInHonesty

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pandanista commented Aug 3, 2023 •

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pandanista commented Jan 23, 2024 •

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pandanista commented Aug 13, 2024 •

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