Leading a Tableau User Group - New Leader Onboarding

This is the new TUG leader onboarding deck

1. Leading a TUG Everything you need to know 11 March 2025

2. Thank You

3. Agenda Welcome to the DataFam Tableau User Group Overview TUG Community Team Tools You Need to Know (and use!) How to Get Started Next Steps The Tableau User Group Community Team [email protected]

4. welcome to the a global community of helpful people + free resources supporting your data journey learn more + get started: tableau.com/community/welcome 7M+ TABLEAU PUBLIC VISUALIZATIONS AND DASHBOARDS TO INSPIRE YOU 2M+ TABLEAU FORUMS USERS ANSWERING QUESTIONS TO SKILL YOU UP 475+ COMMUNITY BLOGS TO INSPIRE YOU AND HELP ADVANCE YOUR DATA JOURNEY 27,000 + UNIQUE MEMBERS OF USER GROUPS GLOBALLY 2.4M+ STUDENTS + TEACHERS EMPOWERED WITH FREE SOFTWARE AND DATA SKILLS

5. Tableau User Groups Quick Overview Jack Parry Tableau User Group Ambassador Tableau Prep User Group Leader

6. Tableau User Groups (TUGs) are inclusive meetup events where people can connect, learn , and discuss all things Tableau and data. This is your group - the possibilities are endless Louis Yu Singapore Tableau User Group Leader What are Tableau User Groups?

7. Qualities of a TUG Leader Tableau Enthusiast Creator You love Tableau and understand the benefits of learning You understand the value of good content so that people come back for more! You are a strong organiser - planning 4 exciting events per year Planner Promoter You shout about your event from the rooftops! Let the world know

8. So, what does a TUG leader need to do? EXPECTATIONS BE SLACK FIRST This is the way we communicate, collaborate and connect with other leaders. Think Slack first, email second. USE THE TUG LEADER HUB (BEVY) You use Bevy to host your events - we use it too! All TUG leader quarterly calls and leader training sessions and resources are held on Bevy ALIGN TO THE CODE OF CONDUCT TUG leaders must align with the Tableau Community Code of Conduct ORGANISE 4 EVENTS PER YEAR Plan, promote and execute 1 event every 3 months - publish your first event within 4 weeks of onboarding

9. How we support you and set you up for success WE’VE GOT YOU ! ENABLEMENT We strive to help our TUG leader be better leaders. We create content, host calls and share insights on Slack and on the T UG Leader Hub SWAG All qualifying groups will get Swag store credit that can be used on on a microsite for leaders REIMBURSEMENT We’ll reimburse you for venue hire/catering. The reimbursement tiers are shared later HELP & SUPPORT Use Slack whenever possible to get support. The TUG Workspace gives you access to other Community leaders too!

10. TUG Community Team Who we are, what we do Sarah Carr Data Pride Tableau User Group Leader

11. Laura Ward Enablement & Support UK Melissa Sitchon Operations NL Rain Ortega TUG Program Lead US Your Tableau User Group Community Team Kelly Genton Director, TUG & Academic Programs UK Reach us on Slack within the TUG Workspace on #random

12. 39 Tableau User Group Ambassadors

13. Key Tools to Help You Slack, Bevy, TUG Leader Hub Tore Levinson Tableau User Group Ambassador Norway User Group Leader Margarita Moya Tableau User Group Ambassador Sydney User Group Leader

14. Gotta be on How to connect with us - and other TUG Leaders Join Now

15. Program Announcements Swag Help Bevy Help Networking with other Leaders Connection to speakers Download to your desktop as an app💻 Download to your mobile 📲 Turn on notifications 🔔🔛 Gotta be on What you’re missing out on Join Now Not familiar with how to use Slack? Check out these modules on Trailhead: Slack Basics Slack Etiquette and Productivity

16. How to Organise your Slack Conversations Star these channels to help you navigate Slack with ease! Get Organised on Slack Join Now

17. Our Virtual Event Platform Bevy

18. What is Bevy? Bevy is the Tableau User Group Event Platform, that all Tableau User Groups will use to manage, share, and post their upcoming TUG events. After your initial onboarding the TUG Community Team will give you access.

19. How to get started with Bevy TUG Leaders Hub Page YouTube Training Bevy Step by Step Guide #bevy-help https://help.bevy.com/

20. Bevy What your page should look like Tableau Newbies User Group Analytics User Group Higher Education User Group https://help.bevy.com/

21. TUG Leader Hub Your “one stop shop”

22. What is the TUG Leader Hub? The TUG Leader Hub is where we host and share quarterly TUG Leader calls as well as share helpful videos and content. After your initial onboarding the TUG Community Team will give you leader access to the page.

23. Reimbursement Details on process located in the Guidebook Note: SWAG is given to qualifying TUG Leaders as a store credit. The next opportunity for Swag store credit is in January 2025 Reimbursement Tiers Virtual : (meeting is hosted virtually): $100 USD In Person : In-Person Tier 1: (2-25 RSVPs): $350 USD In-Person Tier 2: (26-50 RSVPs): $500 USD In-Person Tier 3: (51-100 RSVPs): $750 USD In-Person Tier 4: (101+ RSVPs): $1,000 USD Hybrid: [X RSVP In-Person Tier] + $50 E.g. 50 RSVP + $50 = $550 USD

24. How to get started First steps… Alina Cristea Tableau User Group Ambassador London User Group Leader

25. Here are the next steps… Note: Failure to show any activity or meetups planned within 4 weeks from today, you will receive at risk email. Meet with your co-leaders: discuss the timing, topic(s), speakers and location for your first event Complete your “About” section on your chapter description on Bevy Make Your TUG Event Page exciting! Publish Your First Event (within 4 weeks of this onboarding call) Start sharing it on social and with your networks !

26. Suggested Timeline for Planning Your Events 4-6 Weeks in Advance Choose a date and time for your event Decide on the type of event you’re going to want to hold Determine the content Recruit speakers Reach out to multiple venues to host your event 3 Weeks in Advance Create your event in Bevy (date, location, agenda) Order swag for your event (for qualifying TUGs) 2 Weeks in Advance Promote your event on social channels, to your colleagues and friends Do dry run of event with presenters Order food and other supplies 1 Week in Advance Confirm logistics Create Welcome and Agenda Slides Assign Event Roles and Responsibilities Create trivia/poll/survey for live event (if applicable) Get engagement questions ready for opening/while people dial in Day of Event Perform tech check 30 minutes before your event Signage set up Have Fun! Ask for speakers for next event 1-3 Days After Your Event Download, edit and add your recording to YouTube and then add to Bevy page Send follow up communication including link to recording and other resources Send a Thank You to any presenters and others who were involved Post recaps on social media Submit reimbursements

27. Tableau & Agentforce Community Tour ! Host your User Group between 13 - 31 January to get content, promotion and surprises! What is it? A global series of User Groups that will build awareness about what’s to come with Tableau & Agentforce and create excitement about the future of analytics! What do I need to do? Fill Out Interest Form : Sign up to host a meeting and receive resources. Attend Agentforce Training Session: Recorded session (note this provides an overview of Agentforce, not Tableau specific) Organise Meeting: Host a session for your Community Group between January 13-31. What content? Tableau Speakers/Demos Tableau & Agentforce Webinar watchparties (taking place 18 Dec & available on-demand)

28. Resources Reimbursement Guidelines, links and more! Frederic Fery Tableau User Group Ambassador Brisbane User Group

29. Request a mentor Our Ambassadors are here to help! Head to Slack Complete the workflow in the #announcements channel Get matched with a TUG Ambassador

30. But wait…you are NOT alone! TUG Ambassador led sessions Monthly - when we don’t have a quarterly call #announcements Slack channel TUG Tips: Live! “How to get started with my first TUG?”

31. A Recap: Resources to help you get started Note: Failure to show any activity or meetups planned within 4 weeks from today, you will receive at risk email. Your place for content & training videos: Tableau User Group Leader Hub Read the Tableau User Group Guidebook Access the TUG Leader Workspace on slack here ( intro yourself in #intros ; then #tug-top-tip s to ask questions!) Request a mentor Use this “Work With Me Guide” to get to know your other leaders better! Bevy Help Center - Need help with the TUG Events platform? Check out the Bevy Help Center or submit a ticket.

32. Questions?