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OnboardingChecklist.md

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Onboarding Checklist

Instructions

When someone new joins the cloud.gov team:

  1. Get a Jira account for NewPerson. Buddy can help, or you can go to the Program Manager.
  2. Create a new issue in Jira in the cloud.gov (CG) project assigned to the Product Management team called "Ramp up [NewPerson] on cloud.gov team".
  3. View the raw source of this file.
  4. Copy everything below the line into the new issue's body.
  5. Replace "NewPerson" with the new person's name.
  6. Replace "Buddy" with the onboarding buddy's name.
  7. Delete any checklists irrelevant for the new person's skill domain (theme).
  8. Submit the issue.
  9. Assign the issue to the person who bravely volunteered to be the new person's Onboarding Buddy.
  10. Put the issue into the In Progress column in Jira on the cloud.gov Program Management Board.

In order to get NewPerson productively contributing to the cloud.gov team, Buddy should help NewPerson complete a prescribed set of tasks that will bring them up to speed.

Directions

NewPerson and Buddy: Try to go through your checklists in order.

Buddy: If you can’t complete any of the items on your checklist personally, you are responsible for ensuring that someone with the correct access completes that item.

New Person checklist

Getting to know cloud.gov

Required items for all team members

These items help us fulfill security and compliance requirements (including for FedRAMP). If you get stuck, or if these requirements are confusing, ask for help from your buddy or in a cloud.gov channel.

Pre-requisites:

  • Complete GSA OLU IT Security Awareness Training, including accepting the GSA IT Rules of Behavior, which is required before we can give you access to any cloud.gov systems. If you joined GSA more than two months ago, you've already completed this task and can just check the box.

Ensure you know what's happening on the team:

  • Subscribe to the cloud.gov team calendar (click the + in the bottom right) so you know when assorted team meetings are happening in the various squads. Tip: When you plan Out of Office time, make a calendar event for that on the cloud.gov calendar so that your teammates know you'll be away.
  • Subscribe (through the GitHub watch function) to the cg-site GitHub repository notifications.
  • Ask Program Manager or Director for access to the cg-supportstream Slack channel.

Learn our policies and procedures:

Read the following documents as well, which explain our practices in a formal written way. Reach out to your buddy or the team if anything is unexpected or confusing.

Theme-specific items

For explanations of our theme names, see this glossary.

Platform-specific items

Customer-specific items

If developing

For review

Business unit-specific items

  • Bookmark the BizOps board.
  • Join #products-platforms and all of the #cloud-gov-[everything] channels (it's ok to mute or leave some later).
  • Ask Program Manager or Director for access (and ownership if appropriate) to the cloud-gov-inquiries, cloud-gov-support, cloud-gov-notifications, and cloud-gov-emergency groups.
  • Read how the cloud-gov-emergency group works, and set up push notifications for these emails from your work smartphone if appropriate for your role.
  • Ask #admins-salesforce for access to Salesforce.
  • In Salesforce, bookmark the cloud.gov opportunities report.
  • [If not also Cloud Ops] Ask Program Manager or Director for view-only access to admin UI.
  • Ask #acquisition for the Acquisition NDA so you can sign it (if you haven't already).
  • [If not also Cloud Ops] If appropriate for your role, ask for access to billing info in commercial AWS account from Program Manager or Director.

New Director (System Owner) items

  • Ask #tock to list you as the project contact for cloud.gov lines.
  • Ask previous Director to give you Owner access to Nessus Manager.
  • Ask previous Director to give you Owner access in Zendesk.
  • Ask previous Director to give you AWS account ownership for GovCloud.
  • Ask Program Manager or previous Director to give you cloud.gov calendar ownership.
  • Ask Program Manager or previous Director to give you owner permission on the Google Groups.
  • Ask Cloud Ops for read-write access to Admin UI.
  • Review the GSA Information Technology (IT) Security Policy to understand our responsibilities as part of GSA.
  • Review the cloud.gov System Security Plan version 1.33.

Non team-specific items

Note: These are items that do not fall into the boundary of work for a specific team. However, please consult your onboarding buddy to verify that your work relates to these items prior doing these two checklists.

Compliance-specific items

Services-specific items

Buddy checklist

  • Introduce yourself to the new team member and give them some of your background so they know who you are.
  • Identify a straightforward, well-groomed story in progress that involves their skills domain, schedule a meeting with the owner for an introduction (if it's not you), and setup pairing sessions several times in the first week on the project.
  • Identify a straightforward, well-groomed first story, ideally something they could conceivably complete in their first two/three weeks using their existing skills. Discuss the context with them, then make them the assignee for the card.
  • Discuss suggestions for how the onboarding experience could have been improved and open as PRs on the onboarding template.
  • Ask the Program Manager or Director to add the person to Zendesk, so they can see how we handle non-18F support and read technical discussions happening with outside groups.
  • Invite them to the private Slack channel cg-supportstream, used for backchanneling on support interactions.

Required items for all team members

These items help us fulfill security and compliance requirements (including for FedRAMP).

Platform-specific required items

  • Help them review and understand the responsibilities of becoming a Cloud Operations team member, as listed in our SSP.
  • Ask the Program Manager (Bret) or System Owner (Shashank) to have them added to the @18F/cloud-gov-ops team on GitHub. (For contractors: Confirm they have cleared GSA security review before doing this one!)
  • If the new person is a contractor, ask the Program Manager (Bret) or System Owner (Shashank) to have them added to the @18F/cloud-gov-contractors team on GitHub.
  • Add them to @cg-operators in Slack’s User Groups.
  • Grant them access to the following:
    • AWS Accounts via the AWS web console (not Terraform) and provide one-time credentials.
    • AWS GovCloud
    • AWS East tied to GovCloud
    • AWS Admin Access
    • Note: AWS user names should be identical across accounts so that permissions can be correctly managed by terraform
    • Nessus Manager GUI
    • New Relic
    • PagerDuty
    • StatusPage
  • Make them an admin of the platform.
  • Add them to the {{cloud-gov-operators}} organization in cloud.gov.
  • Take them through AWS onboarding.
  • Ask #infrastructure to add them to the cloudgov subteam in Docker Hub.
  • Give them a walkthrough of cloud.gov from an architecture and repository perspective, focusing on SSP diagrams, external git repository and bosh.io dependencies, and our continuous delivery process with Concourse.