Tableau Blueprint help

Across your organisation, there are people who believe in the transformational impact of data. They want to put data at the centre of every conversation and business decision, and are motivated to develop their skills and support others by sharing their knowledge. A data champions programme identifies and elevates these users, helping them realise their greatest potential while also enlisting them as leaders, teachers and advocates of data culture in your organisation’s community. You’ll invest in identifying and developing these champions, and as a result, you’ll have an extended network of Tableau enthusiasts. This is vital for your adoption process, because as your deployment expands to new departments and teams, new champions will need to be developed to scale your analytics practice. Champions reduce the dependency on a centralised support team, as well as:

• Model data-driven decision making to their colleagues;
• Make connections between users and create opportunities for cross-functional collaboration;
• Support users by sharing their expertise;
• Evangelise and participate in community activities;
• Inform community and proficiency efforts with experiences from the front line;
• Capture use cases and identify examples of excellence.

No two data champions programmes will look the same, just as no two communities will look the same. Just as with other efforts in Tableau Blueprint, you’ll have to assess this program in the context of the scope, size, maturity of your organisation and its analytics community. You can explore example use cases (PPTX), inspired by real customer data champions programmes.

Data champions programme foundations

Before you get started, you'll need to decide if you're prepared to run a formalised data champions programme. Ensure you have the following:

• Strategic Plan for Community: A Data Champions programme is not a replacement for your organisation's user onboarding or other community efforts. Champions are one piece of your community strategy, and should be focused on accelerating and amplifying your communications, your engagement activities and your processes for supporting users. For more information, see Tableau community planning.
• Dedicated Programme Leader: Make sure you have a program leader who can own the program from start to finish. Your programme leader will likely be your community leader or another member of your core project team. For more information about the community leader and other common roles in a Tableau project team, see Tableau project team roles and responsibilities.
• Established Communications Platform: You’ll need a consistent and centralised platform to communicate with your champions and to facilitate conversations between them. For more information, see Tableau discussion forums and chat.
• Executive Sponsor: Align your Data Champions programme to an executive sponsor who has the ability to recognise participants and make other organisational leaders aware of their outsized contributions to the community.

You’ll also need to spend time identifying the purpose of your data champions programme for your organisation. There are many business needs a Data Champions programme can address, but most are captured in one of two overarching goals: Engagement and Enablement. Once you have identified business needs and the overarching goal for your programme, tie it back to some measurable success metrics found in Measurement of Tableau user engagement and adoption. This will help show the value of your programme, and help your champions see their impact.

Designing a data champions programme

You have the foundation in place for running a data champions programme and have identified its purpose. Next, you’ll need to design a programme that will help you meet your goals. Use the following template to help you define, develop and reward your champions:

1. To help us meet our goal, we want our champions to _______.

2. We will help our champions meet these expectations by ______.

3. We will reward their efforts with ______.

Defining champions

What does it mean to be a champion at your organisation? Do they help you plan and execute engagement activities? Should champions be actively supporting their colleagues, whether in person or through an internal forum? Think about the characteristics of a champion as well as what you want your champions to do. Ensure you are clear on the scope and responsibilities needed to fulfil the role, obtain management approval for the time champions are committing, and ensure that your expectations for champions are well-documented.

Developing champions

You’ve set expectations for your data champions. How will you ensure they can meet those expectations? For example, a centralised team that is struggling to keep up with an influx of support requests may want to prioritise training their champions as Tableau experts who can help reduce dependency on their team. Similarly, if your champions are expected to be evangelists, you should plan champions-specific activities and communications that help them stay energised and informed about the latest in data and analytics efforts within your organisation.

Most data champions programmes will invest in champions-specific training and regular champions-specific community activities. Learn more about each in the following: Data Champion Education and Training Resources (PPTX) and Data Champion Engagement Activities (PDF)

These training sessions and engagement activities will need to be planned in advance. You’ll want to consider the cadence and other logistics when planning. For more information, see Best practices on logistics and staffing (PDF).

Rewarding champions

It is critical to build incentives into your programme. Without the right rewards, your champions will have little motivation to meet expectations. Consider what champions will receive in return for their participation in the programme, such as certifications and skill badges as described in Accountability and reward systems, or special recognition that is communicated to leadership.

Running a data champions programme

You have the right foundations and have designed your programme. Now, you’ll need to consider how you’ll brand and promote your programme identify your champions and start running your programme.

Branding your programme

Choosing a brand means more than picking a fun name or designing swag. A brand helps you communicate the purpose of your data champions programme to the rest of your organisation, and ultimately helps your programme be more cohesive and credible. You can get started using our data champions logo and brand guidelines (PDF).

Identifying champions

Finding users to participate in your data champions programme can be challenging. And in some cases, you may not be able to identify champions that fit all your expectations. Remember that, above all, your data champions programme is meant to invest in those who are passionate and enthusiastic about data and analytics. Here are a few different ways you can identify champions:

• Present the programme at an existing engagement activity, such as a Tableau user group or a Tableau Day. Use this template (PPTX) to get started.
• Look through your discussion forums and other chat-based communications (Slack, Yammer, etc.) and find the people who are most active in answering questions, providing insight, etc.
• Ask leaders to nominate champions.
• Analyse your Tableau Server Repository data to identify your most active users.
• Announce the programme on your intranet, in your newsletter or through your organisation’s other communication channels.
• Send a survey to all of your users.

Running your programme

You’ve designed your programme and identified the champions who will participate. Now, you’ll need to plug your champions into the framework you’ve created, having them fulfil their duties while developing their skills and rewarding their participation. Here are additional best practices to consider when executing your programme:

• Create a “data champions directory” or another centralised resource that helps your organisation connect to your champions.
• Keep track of your champion’s activities, keeping them accountable to the expectations you originally set.
• Routinely survey your champions to better understand their experience and find ways to improve the programme.
• Revisit your original business needs, goals and metrics for success.