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What is an Internal Alteryx User Group?
An opportunity for Alteryx users to meet internally within their organization to share use cases, workflows, tips & tricks and best practices. An internal Alteryx User Group enables users to connect with peers in other teams, departments and offices in their organization to gain insights on how to leverage Alteryx.
How often do users meet and what are topics of discussion?
Internal Alteryx User Groups get together quarterly or monthly for one hour in-person and/or via WebEx, Skype or Microsoft Teams. Meeting frequency does vary so it’s recommended to survey the user base. See below for link to the Internal Playbook that contains many resources to get you started!
Let’s Get Started!
Here are the steps to launch your Internal User Group:
Build a User Group Leadership Committee: Get a group of Alteryx enthusiasts to collaborate and lead, think about having User Group leaders representing different departments
Download Internal Playbook: Quarterly updated resources designed to help you and your leadership stay organized: Meeting Deck, Speaker Deck, Meeting Announcement Template and Meeting Recap Template
Connect Alteryx users internally: Create an internal community (Slack, Private LinkedIn Group, or Internal Intranet) so users can collaborate before and after meetings and to stay up to date on past and future meetings.
Survey Alteryx users: Determine desired topics, current benefits, challenges and meeting frequency.
Plan Meetings: Follow the Internal Playbook - Meeting Deck
Best Practices: How to make your user group fun, engaging, and ensure growth
Constantly poll your attendees
Most commonly individuals stop attending because the user group is not valuable to their needs.
Set expectations with the attendees
The user group is for all Alteryx users within your organization. The Internal User Group is a community. It's a safe space for all to come together to ask questions and learn from each other. Although the user group leaders plan and execute meetings, the community needs to participate to help provide direction and content (speakers).
This is very important to discuss at each meeting as it will help secure future speakers and topics.
Think 5 steps ahead
Plan meetings for the entire year to provide the best chance for high attendance.
Always be looking for presenters.
Think about a contingency plan for the leadership team if a leader needs to step away from the group.
Make meetings fun
We recommend incorporating trivia or live polling during virtual meetings. Kahoot! and Mentimeter have been very popular platforms to use.
Utilizing Alteryx Academy and the Weekly Challenges to challenge and up level Alteryx skills.
Tip: Challenge the user group to complete the weekly challenge before meetings. Discuss at the meeting results.
Use the power of swag to encourage behaviors
Challenge the group to complete a weekly challenge and select 3 winners
Pick 5 names from attendees who filled out a meeting survey
Questions? DM: @LaurenU
All the best,
User Group Team
Now’s the time when you meet with the other Alteryx enthusiasts who have signed up. Relax, introduce yourselves, and get to know each other. Find out what people want from an Alteryx User Group in your area. The goal of this meeting is simple: meet other Alteryx enthusiasts in your area, and decide when and where to hold your User Group meeting.
Day & Time
We normally see User Group Meetings held on Tuesdays, Wednesdays or Thursdays in the afternoon or evening. Pick a day and time that works best with your User Group Members.
Most User Group meetings run for about 2 hours and host quarterly meetings throughout the year.
Help us, help you: At the beginning of the year, please contact the Customer Experience Team on selecting meeting dates for the year.
Use the Alteryx User Group Leaders Meeting Request Form to easily schedule your meeting!
How would you like your meeting structured? Formal or informal? It’s up to you! Our current User Group Leaders specifically tailor to what their members enjoy the most. An easy way to gage this is through surveys sent out after meetings. See section on Feedback Surveys.
Some of the most common meeting formats feature a panel discussion, one long in-depth talk or a couple of shorter talks, then an open-mic “quick-fire” talk.
User Group Example: Some User Groups are currently exploring a “two-track” plan. There will be a beginner track and an intermediate/advanced track with appropriate discussions for each.
Another great way to have a very engaging meeting is by having no set topics! Open the floor up to discussion with your members. It is certainly a very laid back and easy approach to get great conversation flowing.
When using Speakers/Presenters for your User Group meeting remember:
To think of someone from the group who would be the best choice for your meeting, there might be a member knowledgeable on a User Group topic of interest.
Alteryx Product Management and Solutions Engineers are available to discuss capabilities and overview of the product roadmap.
Carefully evaluate presentations ahead of time
Talk to your presenters ahead of time and ask them what they will be talking about
Tip: Most presenters go for about 40-50 minutes
Collect presentation decks ahead of time
Arrive early to check A/V equipment
Always have a ready-to-go presentation or back up plan in case life gets the better of you!
Location can be key to get members to your meetings. Make sure the venue is central and convenient to your User Group Members. We commonly see most User Group meetings held at a bar, restaurant, or company.
Tip: Hosting a User Group meeting at an office will benefit a business – it helps create exposure to new parties and visibility in the community.
It also is extremely helpful to have parking and directions listed on your event invite. Parking is often a piece of information that gets missed out on in the planning phase. Attached to this article you will find signage to use at your next meeting.
It also is extremely helpful to have parking and directions listed on your event invite. Parking is often a piece of information that gets missed out on in the planning phase.
Have name tags at your meeting for networking purposes. On EventBrite you can easily create name tags. Also try to include colored dots to represent how long the individual has used Alteryx.
New to Alteryx or just interested
1 – 2 years
2 – 5 years
5 years or more
Make sure to pull the RSVP list from EventBrite or MeetUp for tracking purposes.
Who can be a cellphone contact if attendees can’t find their way into the venue?
Make sure to put their number on signs outside if building security is not available after 5pm.
Logistics Check List
A simple check list can help you make sure that you have all the necessary items to run your meeting smoothly.
Click here to see the logistics check list.
Get together and organize! Have fun! Meet new people!
Decide on a day and location to host your formal User Group meeting.
Figure out logistical details for your User Group meeting. Format of the agenda, speakers/presenters, venue details, and points of contact.