FOLA Onboard & Offboarding: Design and User Research

[fancyham]

Overview

This is a checklist of items to do when a designer or researcher onboards and offboards so that the process can be consistent and fast.

We'll use the comments field in this issue as a shared checklist for our onboarding tasks.

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  <FULL NAME>  <DATE>

**New member, do these and check off as you complete them:**
- [ ] Join Slack channels
  - [ ] ```#fola```
  - [ ] ```#fola-research``` (if researcher)
  - [ ] ```#fola-design``` (if designer)
  - [ ] Note that our Slack only keeps chat history for 3 months weeks!  Use GitHub comments for issue discussion or to record/summarize Slack discussions so that you and future readers can see how decisions were made.
- [ ] Access [Figma Team file](https://www.figma.com/team_invite/redeem/VntY2vYvcg5jHhRouZjOf9)
- [ ] Access Microsoft Clarity
- [ ] Read [Joining the Team](https://github.com/hackforla/food-oasis/wiki/Joining-the-Team)
- [ ] Read [FOLA Onboarding](https://docs.google.com/document/d/1wpwe3lXpp8Rv9YjsreS6wjetnUNdSiemthuhnufP7aM/edit?usp=drive_web&ouid=108044471830509157725)
- [ ] Read [Food Oasis Wiki](https://github.com/hackforla/food-oasis/wiki)
- [ ] (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date.  Good to learn how volunteers use our site.
- [ ] Check Git Kanban board. We use this to track tasks.
https://github.com/hackforla/food-oasis/projects/8
- [ ] Visit the [Resources column](https://github.com/hackforla/food-oasis/projects/8#column-8946444) Check out cards: 
  - [ ] Functional Figma files (which is where we do our designs)
  - [ ] Design Assets
  - [ ] User Research 
- [ ] Bookmark https://www.foodoasis.la/  (This is the live main site)
- [ ] Bookmark https://devla.foodoasis.net/  (This is our development / testing site)
- [ ] Bookmark [dummy user logins](https://docs.google.com/spreadsheets/d/1uBPn2zuPmWMB97ByQut6Z1ecfIYchRwZ7RT2P9YHrr4/edit#gid=0) (to access database administrator and volunteer screens)
- [ ] Remember to always put your name and date on your work!

**FOLA team**
- [ ] GitHub
     - [ ] Add to appropriate team ('read')
     - [ ] Add to appropriate team ('write')
- [ ] Figma
  - [ ] Send invite 
- [ ] Microsoft Clarity
  - [ ] Send invite
- [ ] Google Drive
   - [ ] Add to shared HFLA drive as Contributor
- [ ] Add to Google calendar invites
   - [ ] [Designers team meeting] (If designer)
   - [ ] [Researchers team meeting (If researcher)
- [ ] Update Roster
     - [ ] Move info from "Form Responses 3" To "Roster tab" (make sure columns line up by not copying first column of "Form Responses 3". Delete row from "Form Responses 3")
     - [ ] change status to Active
- [ ] Message on slack and point them to this issue so they can check off their todo items



### Offboard   <FULL NAME>  <DATE>

- [ ] Remove from Google calendar invites
   - [ ] [Thursday at 6pm PT - All-team meeting]
- [ ] Google Drive
   - [ ] Change access to Read-only
- [ ] Roster
  - [ ] Update 'active' column
- [ ] GitHub
     - [ ] Remove from team

Resources/Instructions

• 1password.com
• New Google Drive Link
• Old Google Drive Link
• FOLA Roster
• Check public at people page
• Food Oasis GitHub team listing
  • base (read)
  • write
  • [maintain] - does not exist
  • [triage] - does not exist
  • admin
  • [other] - does not exist
• WIKI team page: https://github.com/hackforla/[Replace with name of your project]/wiki/The-Team
• Figma- main
• Figma - research
• Shortcut for adding a profile to the desktop: chrome://settings/manageProfile
• Tutorials
  • Forward emails to team members

---

org template updated 2022-02-23
Changelog

[staceyrebekahscott]

@itserindean There is still several checkboxes unchecked for Maria, Michelle and John H.

I hid the comments for the rest of the team that was onboarded throughout September. Most of them were missing the "Attend Volunteer session" checkbox, but I think many have attended as per Briel's research project. Sarah is not in the devs channel, and Natalie does not have access to the dummy logins. I considered them all onboarded anyway.

[itserindean]

@staceyrebekahscott Attend Volunteer session is optional so i've updated the template to be more clear. I completed the outstanding tasks for Maria.

@JohnHaoHuang @miolow -- can you finish any outstanding tasks/update the checkboxes?

[itserindean]

Onboard Richard Weinert 1/28/23

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Write your info on the Roster
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookbark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Message on slack and point them to this issue so they can check off their todo items

[itserindean]

Onboard Bhumi Patel 2/2/23

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookbark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Message on slack and point them to this issue so they can check off their todo items

[itserindean]

Onboard Jordan Turner 2-9-23

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookmark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Message on slack and point them to this issue so they can check off their todo items

[sei1122]

Onboard @jeristella Jeristella Delos Santos

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookmark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Message on slack and point them to this issue so they can check off their todo items

[fancyham]

Onboard @anathinkui Anastasiia Svyrydova

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookmark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Message on slack and point them to this issue so they can check off their todo items

[itserindean]

Onboard Vivian Wong 3/15/23

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookmark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Update Roster
  • Move info from "Form Responses 3" To "Roster tab" (make sure columns line up by not copying first column of "Form Responses 3". Delete row from "Form Responses 3")
  • change status to Active
• Message on slack and point them to this issue so they can check off their todo items

[itserindean]

Onboard Evan Stalker 3/23/23

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for two weeks! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers can understand how decisions were made.
• Access Figma Team file
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookmark dummy user logins (to access database administrator and volunteer screens)

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
  • Send invite research
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [First Thursday at 6pm PT - All team meeting]
  • [Thursday at 7pm PT - Designers team meeting] (If designer)
  • [Tuesday 6:30pm PT - Researchers team meeting (If researcher)
• Update Roster
  • Move info from "Form Responses 3" To "Roster tab" (make sure columns line up by not copying first column of "Form Responses 3". Delete row from "Form Responses 3")
  • change status to Active
• Message on slack and point them to this issue so they can check off their todo items

[fancyham]

Offboard Seiko Igi Sept 1, 2023

• Remove from Google calendar invites
  • [Thursday at 6pm PT - All-team meeting]
• Google Drive
  • Change access to Read-only
• Roster
  • Update 'active' column
• GitHub
  • Remove from team

[fancyham]

Offboard Fern Kranoksuwankul Oct 5, 2023

• Remove from Google calendar invites
  • [Thursday at 6pm PT - All-team meeting]
• Google Drive
  • Change access to Read-only
• Roster
  • Update 'active' column
• GitHub
  • Remove from team

[fancyham]

Offboard Jeristella Delos Santos Oct 12, 2023

• Remove from Google calendar invites
  • [Thursday at 6pm PT - All-team meeting]
• Google Drive
  • Change access to Read-only
• Roster
  • Update 'active' column
• GitHub
  • Remove from team

[fancyham]

Onboard Shienny Sutanto Jun 27, 2024

New member, do these and check off as you complete them:

• Join Slack channels
  • #fola
  • #fola-research (if researcher)
  • #fola-design (if designer)
  • Note that our Slack only keeps chat history for 3 months! Use GitHub comments for issue discussion or to record/summarize Slack discussions so that future readers (and yourself!) can understand how decisions were made.
• Access Figma Team file
• Access Microsoft Clarity
• Read Joining the Team
• Read FOLA Onboarding
• Read Food Oasis Wiki
• (Optional) Participate in data validation. Message Erin Dean on slack for a link to the async onboarding process and attempt to verify (at least) one organization. Volunteers contact organizations to verify information so that site info is up to date. Good to learn how volunteers use our site.
• Check Git Kanban board. We use this to track tasks.
  https://github.com/hackforla/food-oasis/projects/8
• Visit the Resources column Check out cards:
  • Functional Figma files (which is where we do our designs)
  • Design Assets
  • User Research
• Bookmark https://www.foodoasis.la/ (This is the live main site)
• Bookmark https://devla.foodoasis.net/ (This is our development / testing site)
• Bookmark dummy user logins (to access database administrator and volunteer screens)
• Remember to always put your name and date on your work!

FOLA team

• GitHub
  • Add to appropriate team ('read')
  • Add to appropriate team ('write')
• Figma
  • Send invite main
• Microsoft Clarity
  • Send invite
• Google Drive
  • Add to shared HFLA drive as Contributor
• Add to Google calendar invites
  • [Designers team meeting] (If designer)
  • [Researchers team meeting (If researcher)
• Update Roster
  • Move info from "Form Responses 3" To "Roster tab" (make sure columns line up by not copying first column of "Form Responses 3". Delete row from "Form Responses 3")
  • change status to Active
• Message on slack and point them to this issue so they can check off their todo items

[fancyham]

Revived - this is an ongoing github issue used for future onboarding