1. UC OFFICE FUNCTIONS ACTIONS
Project human resources Create a bDrive folder Create digital work space @
‘Onboarding’ / components 6 six
branched owners / welcome packet
contents, training, team placards,
security info, Docs for New Staff,
Onboarding Docs, Managers, Name
Placards, Cedar, Blue Jeans Info, 02)
Executive Summary and SIS Project
Phase 0 and 1 Closing Files 08.08.2014
Project human resources Create an on boarding bundle of
resources
Evaluate, select, tailor orientation strategy
/ Working Together, UCB overview
factsheet, UCB Org Chart, Welcome
Packet, Project Team Hardware /
Software Provisioning, SIS List-Serves
and Governance Group Membership,
SCI-UCB Proposed Meeting Agenda
Week 1, Physical, Environmental and
Mental Demands (m word, wait for
signature)
Project human resources Create an on boarding bundle of
resources
Create + transfer / bDrive folder
‘Fname’ / schedule (g document),
checklist (g document), information
security policies (pdf, wait for signature),
new employee quick start (pdf), FERPA
training (pdf, technical guidance),
employee emergency data form (pdf, wait
for signature)
Project employee Execute checklist 47 (forty seven) phased items, 3 (three)
looped activity on arrow (criminal
background check, cal 1 card, physical
access), 3 (three) dependent relation
activity (photo, mobile phone +
computer), 41 (forty one) independent
mono directional activity on arrow
activities
Project manager (of employee) Verify completion Wait for actions, review checklist, make
inquiries + sign
people / on board / 2016.11.04
We made a discovery chart on the next page. It looks like this.
We found out: who needed people; their needs (demand); and how we’re meeting those, or any needs we’re not meeting;
which services currently meet their needs and whether they’re colleagues in the project or colleagues elsewhere on campus;
how we’d start developing a new service if our discovery finds there’s a need for another alternative, the people we need on
our team; what the employee / manager’s journey was using our service might look like; how we might build a technical
solution given the constraints of de centralization (subsidiarity); the policy that relates to our service and how it might prevent
or enable us to deliver a good service.
This is a ISO/DIS 21505(en) Project, programme and portfolio management framework
This is a design thinking exercise on a small scale. It helps us rethink the services and experiences we offer to both internal
and external audiences.

2. people/onboard/2016.11.04