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HOW TO
CREATE AN
AWESOME
USER GROUP

Title Page – Josh is designing this
Featured Speakers

Joshua Paul
Socious, Director of Strategy

@SociousSoftware

Kathleen McCasland
YCC, Founder and CEO
Housekeeping
 Tech Check
 Ask Questions in the Q&A Panel
 We ARE Recording!
 Twitter Hashtag: @SociousSoftware
Today’s Discussion
• Why are user groups important?
• Key roles and processes
• How to create a thriving user group
Why Active User Groups
are Important

@SociousSoftware
Members
• Sense of community
• Source for industry/professional news
• Source to ask questions and get them
answered
• Source for continuing education
• Assists in professional advancement

@SociousSoftware
Companies
• Great marketing channel
• Great way to learn what is important to
their customers
• Great way to identify the leaders in the
community
• Great way to instill product loyalty

@SociousSoftware
User Group Roles, Tools,
and Processes

@SociousSoftware
User Group Management Models
•
•
•
•

Total volunteer management
Company initiated, funded, and managed
Association management company
Executive Director hired by board and
responsible for staff, equipment, office, etc.

@SociousSoftware
Annual Review
•
•
•
•
•
•
•

Mission statement
Vision statement
Bylaws
Strategic goals
Budget/finances
Website
Future conference locations
@SociousSoftware
Tools
•
•
•
•
•
•
•
•

Association Management System
Event Management System
Robust website
Webinar platform
Survey and polling
Accounting/finance tool
Document sharing
Mobile App
@SociousSoftware
Reliable Sources of Information
• American Society of Association Executives
(ASAE)
• Association Management Companies Institute
(AMCI)
• Meeting Professionals Institute (MPI)
• Professional Convention Management
Association (PCMA)
• LinkedIn Groups
• IMEX
@SociousSoftware
Processes
•
•
•
•
•
•
•
•
•

Board management, policies, elections
Technology
New member onboarding
Website community management
Continuing education
Conference planning
SIG/Committee charters
Finance
Sponsors, partners, and exhibitors
@SociousSoftware
Components of a Thriving
User Community

@SociousSoftware
Components of a Thriving User
Community
LEADERSHIP
A leader is best when people barely know he
exists, when his work is done, his aim fulfilled,
they will say: we did it ourselves.- Lao Tzu
• Staff
• Board
• Volunteers

@SociousSoftware
Components of a Thriving User
Community
•
•
•
•

VOLUNTEERISM
Identify a volunteer leader
Listen to your volunteers
Don’t do everything in the office just
because it is easier
Develop a leadership program

@SociousSoftware
Components of a Thriving User
Community
•
•
•
•
•
•
•
•

ROBUST WEBSITE
Active forums or discussion groups
Easy navigation
Updating news on front page
Member profiles
Members only section/pages
Twitter feed
Blog Aggregator
Members in the news
@SociousSoftware
Components of a Thriving User
Community
SOCIAL MEDIA
•
•
•
•
•
•

Twitter
Blogs
Facebook
LinkedIn
YouTube
Pinterest

@SociousSoftware
Components of a Thriving User
Community

Listen

@SociousSoftware
Components of a Thriving User
Community
RISK TAKING
• Responsibility to members
• Responsibility includes suggesting new
ideas
• Be ready for some failures and accept
them

@SociousSoftware
Components of a Thriving User
Community
•
•
•
•

FUN FACTOR
Start with the Board
Insert fun in email blasts
Make an effort to include fun at your
events
Remember, the fun can begin with you

@SociousSoftware
Components of a Thriving User
Community
•

•
•
•

GIVING BACK
Don’t get too caught up in banking the
money
Help members in need
Community service
Encourage members to share professional
knowledge

@SociousSoftware
Questions

Kathleen McCasland
www.teamycc.com
KCM@TeamYcc.com

Joshua Paul
www.socious.com
jpaul@socious.com
@Joshua_D_Paul

@SociousSoftware

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How to Launch an Awesome Software or Technology User Group

  • 1. HOW TO CREATE AN AWESOME USER GROUP Title Page – Josh is designing this
  • 2. Featured Speakers Joshua Paul Socious, Director of Strategy @SociousSoftware Kathleen McCasland YCC, Founder and CEO
  • 3. Housekeeping  Tech Check  Ask Questions in the Q&A Panel  We ARE Recording!  Twitter Hashtag: @SociousSoftware
  • 4. Today’s Discussion • Why are user groups important? • Key roles and processes • How to create a thriving user group
  • 5. Why Active User Groups are Important @SociousSoftware
  • 6. Members • Sense of community • Source for industry/professional news • Source to ask questions and get them answered • Source for continuing education • Assists in professional advancement @SociousSoftware
  • 7. Companies • Great marketing channel • Great way to learn what is important to their customers • Great way to identify the leaders in the community • Great way to instill product loyalty @SociousSoftware
  • 8. User Group Roles, Tools, and Processes @SociousSoftware
  • 9. User Group Management Models • • • • Total volunteer management Company initiated, funded, and managed Association management company Executive Director hired by board and responsible for staff, equipment, office, etc. @SociousSoftware
  • 10. Annual Review • • • • • • • Mission statement Vision statement Bylaws Strategic goals Budget/finances Website Future conference locations @SociousSoftware
  • 11. Tools • • • • • • • • Association Management System Event Management System Robust website Webinar platform Survey and polling Accounting/finance tool Document sharing Mobile App @SociousSoftware
  • 12. Reliable Sources of Information • American Society of Association Executives (ASAE) • Association Management Companies Institute (AMCI) • Meeting Professionals Institute (MPI) • Professional Convention Management Association (PCMA) • LinkedIn Groups • IMEX @SociousSoftware
  • 13. Processes • • • • • • • • • Board management, policies, elections Technology New member onboarding Website community management Continuing education Conference planning SIG/Committee charters Finance Sponsors, partners, and exhibitors @SociousSoftware
  • 14. Components of a Thriving User Community @SociousSoftware
  • 15. Components of a Thriving User Community LEADERSHIP A leader is best when people barely know he exists, when his work is done, his aim fulfilled, they will say: we did it ourselves.- Lao Tzu • Staff • Board • Volunteers @SociousSoftware
  • 16. Components of a Thriving User Community • • • • VOLUNTEERISM Identify a volunteer leader Listen to your volunteers Don’t do everything in the office just because it is easier Develop a leadership program @SociousSoftware
  • 17. Components of a Thriving User Community • • • • • • • • ROBUST WEBSITE Active forums or discussion groups Easy navigation Updating news on front page Member profiles Members only section/pages Twitter feed Blog Aggregator Members in the news @SociousSoftware
  • 18. Components of a Thriving User Community SOCIAL MEDIA • • • • • • Twitter Blogs Facebook LinkedIn YouTube Pinterest @SociousSoftware
  • 19. Components of a Thriving User Community Listen @SociousSoftware
  • 20. Components of a Thriving User Community RISK TAKING • Responsibility to members • Responsibility includes suggesting new ideas • Be ready for some failures and accept them @SociousSoftware
  • 21. Components of a Thriving User Community • • • • FUN FACTOR Start with the Board Insert fun in email blasts Make an effort to include fun at your events Remember, the fun can begin with you @SociousSoftware
  • 22. Components of a Thriving User Community • • • • GIVING BACK Don’t get too caught up in banking the money Help members in need Community service Encourage members to share professional knowledge @SociousSoftware