Onboard & Offboard: Product

[ExperimentsInHonesty]

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

2025-01-29

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 YYYY-MM-DD [REPLACE with name]
- [ ] Google Drive
   - [ ] Add to drive as Manager
- [ ] Roster
  - [ ] Send link
  - [ ] Team member adds themselves
  - [ ] Check for Public and note in roster
  - [ ] Check for 2FA and note in roster
  - [ ] Check to make sure all the information is added to the roster
- [ ] Slack channel membership
  - [ ] #product-management
  - [ ] #cop-leads
- [ ] Add to Google calendar invites
   - [ ] Friday - HfLA: Product Management Community of Practice
   - [ ] Tuesday - Agenda for PM CoP roadmap meetings
   - [ ] 1st Wednesday of the month - CoP Leads
- [ ] Add to team page on Wiki (there is no team page)
- [ ] 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
       - [ ] CoP: Product Management
       - [ ] Zoom vault
- [ ] Add to email address(s)
   - [ ] [email protected]
- [ ] Social Media Accounts with role assignment
   - [ ] Facebook
- [ ] Train how to 
   - [ ] login to team account
   - [ ] setup chrome shortcut for adding to desktop
   - [ ] use zoom spreadsheet, vault and accounts
   - [ ] calendar invite

#### Offboard YYYY-MM-DD [REPLACE with name]
- [ ] Remove from Google calendar invite
   - [ ] Friday - HfLA: Product Management Community of Practice
   - [ ] Tuesday - Agenda for PM CoP roadmap meetings
   - [ ] 1st Wednesday of the month - CoP Leads
- [ ] WIKI
  - [ ] move to new place on team page
- [ ] 1password setup
    - [ ] remove from team vaults
       - [ ] CoP: Product Management
       - [ ] 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)
   - [ ] [email protected]
- [ ] Remove from Social Media Accounts with role assignment
   - [ ] Facebook

Resources/Instructions

• 1password.com
• Google Drive: Product Management (Community of Practice)
• Product Management Team Roster
• Check public and 2FA at people page
• Github teams
  • base (read)
  • write
  • maintain
  • [triage] - none
  • [admin] - none
  • [other] - none
• WIKI team page: https://github.com/hackforla/[Replace with name of your project]/wiki/The-Team
• [Replace with name of your project Figma]
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

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org template updated 2022-02-23
Changelog

[ExperimentsInHonesty]

Onboard 2025-01-29 Phalguni K

• Slack channel membership
  • #product-management
  • #cop-leads
• Add to Google calendar invites
  • Friday - HfLA: Product Management Community of Practice
  • Tuesday - Agenda for PM CoP roadmap meetings
• Add to team page on Wiki (there is no team page)
• Google Drive
  • Add to drive as Manager
• Roster
  • Send link
  • Team member adds themselves
  • Check for Public and note in roster
  • Check for 2FA and note in roster
• 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
    • CoP: Product Management
    • Zoom vault
• Add to email address(s)
  • [email protected]
• Social Media Accounts with role assignment
  • Facebook
• Train how to
  • login to team account
  • setup chrome shortcut for adding to desktop
  • use zoom spreadsheet, vault and accounts
  • calendar invite