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Onboarding & Offboarding

How new members join and how roles are handed off.

Onboarding (template)​

  • Accounts/access: code repos, CAD, comms, documentation, drive permissions
  • Required trainings by role: safety, shop access, role path (100/200/300), tool certifications
  • Assign mentor/lead buddy; share expectations and the Mission Manual structure
  • Issue equipment (badges, PPE); review Safety & Rules and handbook; sign acknowledgments
  • Add to distribution lists/meeting invites; introduce in comms channels

Offboarding (template)​

  • Transfer ownership: repos, CAD docs, admin rights, comms moderation, calendars
  • Handoff docs: in-flight tasks, known issues, contacts, credentials handed back/rotated
  • Collect equipment/badges; revoke access after handoff
  • Exit debrief: lessons learned; improvement suggestions; update role docs

Handoff checklist (sample)​

  • Accounts transferred/permissions updated
  • Docs updated (what you own, where it lives)
  • Open tasks handed to successor
  • Equipment returned; access revoked
  • Debrief completed