User Group Resources

Welcome & Guidelines

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

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  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.   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. Before the meeting make sure to add the presenters slides.   Please review slides (translate if necessary) and talking points that are located in the notes section of each slide. 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! 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. Internal User Group Survey Template: Please use this template each quarter to help gauge your members interest in topics to discuss at your next meeting. MEETING ANNOUNCEMENT TEMPLATE:   When you are ready to share your meeting with your group please refer to this Word Document. RECAP TEMPLATE:   Once your meeting has concluded, please have one of your leaders write the meeting recap and share back with your group. For more examples of how to write up a recap, check out: Wichita, KS Transportation   PS - If you are looking to start a new Internal User Group, please review Starting an Internal Alteryx User Group article in User Group resources! All the best, User Group Team
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UPDATED: 5/19/2020   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
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