Default workflow for team membership lifecycle?

[tellyworth]

This is an idea intended for discussion, not a definite proposal.

The Marketing team handbook has a nice clear workflow for new team members and new team reps:

https://make.wordpress.org/marketing/handbook/getting-involved/new-contributor-orientation/
https://make.wordpress.org/marketing/handbook/getting-involved/teamrep-handover/

Should we consider implementing some simple automation/prompts for a subset of these, to reduce human work required (and scope for errors and delays), and to help out teams that don't have their own process?

For example, we could have a few basic steps that happen when a new team member is onboarded (whether they're a 5ftf pledge or not):

• The new member is sent a link to the handbook to read (and perhaps confirms that they've done so)
• The new member is possibly given special user caps on a site (such as author role on a team p2, for example)
• The new member must link their GH account to their w.org profile
• They must have a Slack account
• They join the team's Slack channel
• An existing team member (or a bot) sends them a welcome message
• They get a profile badge
• They get added to the team group

We could have some conditional code that checks those steps, automatically grants access/badges etc at the appropriate times, and pings a channel when someone gets stuck for a long period ("user xyz joined team #meta a week ago but hasn't created their slack account yet" for example).

The onboarding process might begin with an invitation from existing team members, or by the new member clicking a "join this team" button (in the handbook?).

There could be a similar process for promoting someone to a Team Rep:

• Additional access is granted (eg editor role on a team p2, /here access in Slack)
• The new team rep is sent some additional docs/handbook info to read
• They may need to follow some password hygiene steps or enable 2FA on Slack

As well as automating the workflow for new members/reps, we could also automate a workflow for dormant and abandoned users:

• If a team member/rep hasn't logged on or had profile activity for > 12mo, then email them a prompt
• If they still haven't logged on after a while, automatically downgrade their special user caps
• Ping the team with a message: "team member xyz hasn't responded in more than a year, remove them from the list?"

Having an automated end to the workflow would help reduce the risk we have from long-dormant accounts with special user permissions.