Tables: Onboard / Offboard Product #31
Description
Dependency
- Until we have a Product Manager to onboard or offboard
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.
Date Updated
(insert date you created this issue and keep updating the date each time the org template change are integrated)
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
- [ ] tables
- [ ] Add to Google calendar invites
- [ ] Thursday -6:00 PM PST PM meeting
- [ ] Wednesday 2:30 PM PST - team meeting
- [ ] Add to team page on repo
- [ ] 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 team
- [ ] Change membership to maintainer
- [ ] Add to read vault
- [ ] Change membership to maintainer
- [ ] Figma - there isn't one yet
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to vaults
- [ ] tables
- [ ] Zoom vault
- [ ] Add to email address(s)
we have two but we just use tables2 for dev testing. not needed by pms
- [ ] tables@hackforla.org
- [ ] Social Media Accounts with role assignment (not currently using)
- [ ] 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
- [ ] Friday - PM meeting
- [ ] Friday - team meeting
- [ ] WIKI
- [ ] regenerate team page to update the member from current to former
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] tables
- [ ] 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)
we have two but we just use tables2 for dev testing. not needed by pms
- [ ] tables@hackforla.org
- [ ] Remove from Social Media Accounts with role assignment (currently not using)
- [ ] Facebook
Resources/Instructions
- 1password.com
- Tables Google Drive Link
- Tables Team Roster
- Check public and 2FA at people page
- Table GitHub Teams
- base (read)
- write
- admin
- [other]
- WIKI team page: https://github.com/hackforla/tables/blob/main/dev-docs/team.md
- [Replace with name of your project Figma]
- Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
- Tutorials
org template updated 2022-02-23
Changelog