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Checklist to Onboard a New Co-Organizer

Overview

Welcome to the Kubernetes Austin organizing team! This checklist ensures all new co-organizers get proper access and context to help run successful meetups.

Timeline: Complete this process within 1-2 weeks of the organizer's acceptance.

Prerequisites

1. Official CNCF Request

  • New organizer: Open an issue at https://github.com/cncf/communitygroups/issues/new/choose
    • Select "Chapter Organizer Request" option
    • For Name of chapter inquiring about, enter: Kubernetes Austin
  • Existing organizer: Send heads-up email to organizers@k8sAustin.com with issue number
  • Wait for CNCF approval before proceeding with access grants

2. Initial Contact

  • Existing organizer: Send welcome email to new organizer with:

Core Access & Communications

Email & Meetings

  • Add to organizers mailing list: organizers@k8sAustin.com
    • Contact your email administrator or existing organizer with access
  • Add to bi-weekly organizer meeting invite
    • Send calendar invite with Zoom/meeting details
    • Include agenda template and past meeting notes

Slack Access

GitHub Access

  • Add as admin to GitHub organization: https://github.com/k8sAustin
    • Go to Organization Settings → Members → Invite member
    • Set role as "Owner" or "Admin"
  • Verify access by having new organizer create a test issue/PR

Platform Access

Event Management Platforms

Sessionize (Speaker Management)

Bevy (Primary Event Platform)

  • Add as organizer: https://community.cncf.io/kubernetes-austin/
    • Go to Chapter Settings → Organizers → Add organizer
    • Use their CNCF Community account email
  • Test access: Verify they can view organizer dashboard and event management

Meetup.com (Legacy Platform)

  • Add as organizer: https://www.meetup.com/kubernetes-austin/
    • Go to Group Settings → Leadership → Add organizer
    • Grant "Event organizer" permissions
  • Note: We maintain this for 1,300+ legacy members but always redirect to Bevy

Social Media & Marketing

Social Media Platforms

Buffer (Social Media Scheduling)

  • Share Buffer credentials: buffer.com
    • Credentials located in shared vault in 1Password
    • Walk through posting workflow: posting-on-buffer.md
  • Test access: Have them schedule a test post (delete after testing)

File Storage & Documentation

Venue & Partnerships

Capital Factory Relationship

  • Send introductory email to Capital Factory team (if hosting events there)
    • Include: Contact info, role as co-organizer, any specific needs
    • CC: existing organizers for continuity

Verification & Next Steps

Access Verification

First Tasks

  • Assign to shadow next event as observer
  • Add to next speaker coordination as secondary contact
  • Include in next social media promotion planning

Notes & Contacts

Key Contacts:

Important Links:

Security Notes:

  • Buffer credentials should be shared securely
  • Encourage 2FA on all platforms where available
  • Review access quarterly and remove inactive organizers

This checklist should be completed by an existing organizer. Each checkbox represents a completed action item.