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Axioned Axioned Handbook

Team Onboarding/Offboarding Checklist

Onboarding

Obtain Project Documentation

  • Gain access to project document (place these document under project folder)
    • Project Brief and/or SOW/Agreement
    • Estimation Sheet

Establish the checklist below

  • Develop the Project Charter, including:
    • Client Business: Overview of the client’s business
    • User/Customers of the Client: Define user personas
    • Key Areas and Pain Points: Identify critical challenges
    • Goals and Objectives: Outline project goals
    • Understand key deliverables and milestones
    • Identify stakeholders and points of contact

Administrative Setup

  • Create project email alias.
  • Set up Loggrr/Hour Management System.
  • Establish communication channels:
    • Slack, Microsoft Teams, Email, etc.

Onboarding List

  • Gain access to Project Documentation and Artifacts (Client Inputs):
    • Design Files/Branding/Guidelines
    • Content Matrix (content, assets, SEO-meta data, etc.)
    • Business Roadmap
    • Access to thier existing Project Management tool (if already exists)
    • Content Management System(s)
  • Gain access to Development/Deployment workflow (if already exists).
  • Compliance and Regulations Documentation/Links (if already exists and followed).
  • Technical Call Setup (if a handover is taken from a previous team/agency).
  • Gain access to:
    • System Overview Document (if already exists)
    • Analytics Properties
    • DNS and CDN Account
    • Issue Log & Incident History (if already exists)
    • Third-Party Platforms, Plugin/Theme Licenses, APIs
    • CRM System (if exists)

See example.

Offboarding

  • Final Code Handover
    • Access Removal
    • Access Removal: Hosting & CMS
    • Analytics & Tag Management Access Removal
    • DNS & CDN Management Access Removal
    • CRM System Access Removal (if any)
    • API Ownership Transfer on Client’s Owned Email and Access Removal (if any)
    • Plugin/Software License Ownership Transfer on Client’s Owned Email and Access Removal
    • Third-Party Platform Access Removal
      • Documentation (Files/Folders) Access Removal
      • Project Management Tools Access Removal
      • Password & Key Rotation

See example.