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Convert Onboarding/Offboarding board member from Handbook to Github wiki #413

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jcklpe opened this issue Jan 27, 2025 · 5 comments
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@jcklpe
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jcklpe commented Jan 27, 2025

Doc can be found here: https://docs.google.com/document/d/1GKD8ni1Ut-HI2QSoVsG1Ni4uLRCJcVk7/edit?usp=sharing&ouid=116572565374296563451&rtpof=true&sd=true

# Onboarding (copy into GH ticket in /org)
Instructions: Copy into GH ticket in the `/org` repo and assign the new board member

- [ ] Do you want an Open Austin email address? If not, tell Liani your preferred email address
- [ ] Request edit access to [this Miro board](https://miro.com/app/board/o9J_kpOmeWI=/)
- [ ] All things Google Drive
  - [ ] Request edit access to [core team share Google Drive](https://drive.google.com/drive/folders/0B97nUTnOgQTBZ3FqTkJEWTM0a0E?resourcekey=0-72sgehmI99dZJpNhzJhajg&usp=sharing)
  - [ ] Glance through the [Meeting minutes folder](https://drive.google.com/drive/u/0/folders/163C2dsaa-dYH45gUfy9t3Uql5XUfTc4A)
- [ ] All things Slack
  - [ ] Ask a core team member for an invite to #oa-org-private channel, and turn on "notify for every message in channel" if you don't check Slack regularly
  - [ ] Ask a core team member to change your membership role to “admin”
- [ ] Join the #oa-admin-requests channel
- [ ] All things GitHub
  - [ ] Request to be added as a workspace admin


# Offboarding
Note: This should eventually be a GH ticket and assigned to a current board member
- Remove them from the Google Drive core team share
- (as needed) Remove them as authorized signer from the bank accounts
- UFCU checking -- need to visit branch with printed copy of minutes
- Live Oak savings -- don’t remember process
- Rotate the bank accounts’ passwords
- In Google Admin dashboard, delete their account
- Rotate the LastPass password
- In Slack [admin dashboard](https://open-austin.slack.com/admin), change account status from “admin” to “member” 
- You have to log into the admin dashboard with the [email protected] account.  You can grab the password from LastPass.
- In GitHub, remove as admin
- Remove from open-austin.org website
- Remove them from LinkedIn 
- Remove them from Open Collective
- 

treasurer tasks to hand over: primarily access to the 2 bank accounts, UFCU debit card, updating the ledger, OpenCollective reimbursements, getting form W-9 from contractors, issuing 1099s to contractors, the annual 990 report to the IRS, and the periodic report to the TX Secretary of State website, as I mentioned in #general. Do you have a new treasurer in mind? 
@Aaron Renaud
 can do both that and President, if that works for y’all. I would like to hand it off to a specific person

@jcklpe
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jcklpe commented Jan 27, 2025

Not sure the status of this. I added a Github onboarding ticket 4 months ago but we don't have an offboarding one and I'm not sure how current everything here is. I may need to review with @lianilychee

@jcklpe
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jcklpe commented Jan 27, 2025

@jcklpe
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jcklpe commented Jan 27, 2025

@lianilychee lianilychee changed the title Convert Onboarding/Offboarding docs from Handbook to Github wiki Convert Onboarding/Offboarding board member from Handbook to Github wiki Jan 28, 2025
@lianilychee
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not sure if something is being asked of me rn, but I'll f/up on this after Feb 3 since I have a grant deadline

@jcklpe
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jcklpe commented Jan 30, 2025

No rush. I'll circle back on this later.

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