Onboard & Offboard: Product #2688
Description
Dependency
- Onboarding a new pm
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.
Action Items
- Copy template to comment below
- Add name of person
- Check off as done
#### Onboard
- [ ] Google Drive
- [ ] Add to drive as Manager
- [ ] Roster
- [ ] Send link
- [ ] Team member adds themselves
- [ ] Check for Public
- [ ] GitHub Teams
- [ ] Add GitHub Handle to read team
- [ ] Change membership to maintainer
- [ ] Add to GitHub Handle to write team
- [ ] Change membership to maintainer
- [ ] Add to GitHub Handle to PM team
- [ ] Change membership to maintainer
- [ ] Figma
- [ ] invite
- [ ] acceptance
- [ ] 1password
- [ ] invitation
- [ ] acceptance
- [ ] add to vaults
- [ ] hackforla.org website vault
- [ ] Zoom vault
- [ ] send them a link to the zoom spreadsheet and confirm that they have editing rights. If they don't, add them to the project management community of practice drive.
- [ ] Train how to
- [ ] login to team email account
- [ ] setup chrome extension shortcut (chrome profile for email account)
- [ ] use zoom spreadsheet, vault and accounts
- [ ] calendar invite
- [ ] Gmail
- [ ] set up forwarder to add personal email address
- [ ] set up filter to forward all incoming mail from website@hackforla.org to personal email
- [ ] HFLA Project team
- [ ] Add to HFLA website project page https://www.hackforla.org/projects/website by opening a new issue
- [ ] VRMS
- [ ] Add PM Admin Access on VRMS
#### Offboard
- [ ] 1password setup
- [ ] remove from team vaults
- [ ] hackforla.org website vault
- [ ] 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
- [ ] Gmail
- [ ] remove filter to forward all incoming mail from website@hackforla.org to personal email
- [ ] remove forwarder to add personal email address
- [ ] HFLA Project team
- [ ] Remove from HFLA website project page https://www.hackforla.org/projects/website
- [ ] VRMS
- [ ] Remove PM Admin Access on VRMS
Resources/Instructions
- 1password.com
- HfLA Google Drive
- Roster
- Check for public on the people page (look up by GitHub handle)
- Add to GitHub Teams
- Figma
- Hack for LA website Project Team page
- Project Profile Card review and update on hackforla.org website
- Forward-emails-to-team-members
- link for opening a new issue to make changes to the Hack for LA website project page
- Hack for LA website team WIKI page for new joiners
- zoom setup spreadsheet
- Product Management CoP drive
- Add/Remove PM Admin Access on VRMS
to do things
Change someone to Maintainer on a GitHub Team
Select the person or people you'd like to promote to team maintainer.
Above the list of team members, use the drop-down menu and click Change role....
Select a new role, then click Change role.