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User Group Resources

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User Group Meeting Templates

ChrisS
Moderator
Moderator
Created

UPDATED: 4/7/2021

Welcome to the User Group Meeting Templates!

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.

PRO-TIP: Plan out meetings ahead of time! Schedule dates at least 3 months in advance. Talk to the AUG Team to learn more.

 

  • Budget Policy: The AUG Team is committed to provide support and resources for all User Groups - these include: materials, access to Alteryx associates, and modest expense reimbursement.
  • Community Updates PowerPoint: 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 PowerPoint: 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. Make sure to add the presenters slides before the meeting. Please review slides (translate if necessary) and talking points that are located in the notes section of each slide.
  • 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:
  • Presenter/Speaker PowerPoint: When you have chosen your speakers/presenters for your meeting, email them this PowerPoint deck so they can fill in the content that each slide asks for.
  • UG 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:
  • Virtual Meeting Backgrounds: Jazz up your next meeting and add an Alteryx virtual background! (Click on background to download)

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  • Meeting Recap Index: Stumped creating your next meeting agenda? Take a look at the agendas, content, and workflows shared by your UGL peers from across the globe!
  • Recording Acknowledgement Form (recording virtual meetings): As a best practice we request all leaders and presenters sign the attached form. By signing the form, the individual acknowledges that the meeting recording can be distributed on the Community. 
  • Partner Guidelines: If you are a partner of Alteryx please review our Partner Guidelines before participating in the User Groups. This document covers User Group leader and participation requirements.


Much appreciated,
Lauren & Chris