User Group Resources

Welcome & Guidelines

Find tips to make the most of your User Group experience.

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REGION PLAYBOOK

Moderator
Moderator
Created

 

UPDATED: 8/28/2020

Welcome to your User Group Playbook!

Please review the following resources, as we will update these quarterly, to help you and your leadership stay organized. The Alteryx user group team wants to set you up for success and make it as easy as possible to plan your next meeting.

 

  • RECORDING CONTENT ACKNOWLEDGEMENT FORM: This form is for the presenters of each meeting. Please have your presenters review and sign the form before the meeting takes place. Once the form has been signed, email the completed form to your user group coordinator.
  • ADD ON DECKS: These slides are optional and allow for better customization to suit the user groups needs. This will periodically change quarter to quarter so make sure to check frequently!
  • MEETING DECK: This PowerPoint deck is designed to steer the flow of your meeting. Each slide is outlined for you and your presenters to fill in all the content that is needed for your presentations. Please review the slides (translate if necessary) and talking points that are located in the notes section of each slide. 
  • PRESENTER DECK: When you have chosen your presenters for your meeting, email them the Presenter Deck so they can fill in the content that each slide asks for. Have your presenter email their completed deck to the User Group Leader that is in charge of the Meeting Deck.
  • EMAIL TEMPLATE: Once you and your leadership team have finalized the agenda, use this template to write a brief invitation email. Make sure to add all leaders names in the signature. Send email to your user group coordinator directly. (If using ON24 make sure to state in the email "for best web conferencing experience, please use Google Chrome.")
  • MEETING ANNOUNCEMENT TEMPLATE: When you are ready to post a meeting announcement on the user group page please refer to this Word Document. For more examples of meeting announcements check out:
  • RECAP TEMPLATE: Once your meeting has concluded, please have one of your leaders write the meeting recap and post on the user group page so the user group team can add this to The Meeting Round-Up. For more examples of how to write up a recap, check out:


All the best,
Alteryx User Group Team

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