Strategies to Drive User Group Engagement
Tableau User Group Leader Community – February 2016
The Tableau Community is an enthusiastic and generous group of people who exhibit a passion around the product to help people see and understand data. Our Tableau User Group leaders help their local and virtual communities connect one another to inspire, teach, innovative and evangelize Tableau brilliantly.
This advice piece is geared to provide TUGs with high-level, simple and creative methods to attract, retain and grow future Tableau enthusiasts in your communities. It’s important to evaluate your methods within each category to document what worked, what didn’t work, and what activities should be stopped.
Use this as a guide and contribute to keep the ideas flowing.
Attract: How do you attract new community members and how do you get them to attend meetings?
- Host a Tableau Workshop (Teach Tableau Basics to New Users)
- Hold Meetings at various customer locations to offer unique experiences
- Develop your Social Media footprint. Use Twitter, LinkedIn, Facebook, Meetup and Eventbrite
- Engage your local Tableau Sales and Marketing teams to help promote the TUGs
- Engage with local recruiters and hiring managers searching and promoting Tableau talent to drive attendance
Retain: You have attendance, how do you keep them coming back?
- Involve your members; offer and assign roles to help your TUG grow. See Toastmasters Membership Growth Tips
- Split Meeting (First Half: Beginners / Second Half: Advanced)
- Partner Product Demos. Demos should highlight Tableau integration, not “sales”
- Use polls and feedback methods to engage users to improve meeting topics and flow
- Hold Live Demonstrations / Hands-On Activities in your meetings
- Use Eventbrite to promote events, engage users for feedback. Learn the tools within the product to help facilitate feedback, communication, attendance and more.
Grow: How do you grow your community effectively to keep things fresh and active?
- Engage with your local academic institutions. Tableau for TeachingStudent Academic Program
- Be-friend other local user groups to help promote Tableau. Meetup.com and LinkedIn
- Host Data+Women Panel Event | Guide to Hosting Your Own Data+Women Meetup
- Work with members of local non-profits work with and engage the Tableau Foundation
- Hack Day – pick project from Community and solve challenges in the world – Make a Difference
- Data Viz Challenges - Bring new and seasoned users together to develop strategy and design dashboards.
- Schedule Guest Speakers (Zen Master, Industry Expert, Tableau Representative)
Ensure learning is taking place and components of your meeting have immediate actions users can take. Choose topics that provoke thought and encourage discussion – get everyone involved! Structure meetings to promote a positive learning experience. Most importantly, be familiar with Tableau’s product and service offerings and partner products. You never know when someone is challenged with an issue and you can offer them help. Community Inspiration
- The Tableau Wannabe Podcast | @thetwpodcast
- Data Dare | #datadare
- Makeover Monday | #makeovermonday
- The Reviz Project | #RevizProject
- Data Chain | #datachain
Thanks to Andy Piper (Atlanta TUG), Anthony Chamberas, (Boston TUG) Denise Peck (Denver TUG), Geoffrey Felix (France TUG), Lee Feinberg, (New York/New Jersey TUG) and Matt Shoemaker (San Diego TUG) for contributing.
About: Michael Perillo
I'm a Tableau User Group Ambassador, Tableau Server Certified Professional and Tableau Desktop Qualified Associate. I lead the Phoenix Tableau User Group and International Server Admin Tableau User Group.