JMP Days
Purpose and Takeaways
Purpose:
To support and maintain current JMP users in an organization to ensure they are getting the most out of their JMP investment, to develop the relationship between JMP and the specific organization, to inspire users to learn more, and to help expand JMP usage as well as awareness of the breadth of JMP’s capabilities and potential applications at the organization.
Takeaways:
- Support and maintain current JMP users in an organization to ensure they are getting the most out of their JMP investment.
- Develop the relationship between JMP and the specific organization.
- Expand JMP usage by expanding the vision of what JMP can do.
- Inspire the interest to learn more.
- Make users aware of JMP’s capabilities and potential applications at the organization.
- Currently all JMP Days are virtual due to COVID-19.
JMP Days vs. Workshops/Sales Support
JMP Days are for current customers and we must have a good champion at that organization to help us coordinate this event. JMP Days are not workshops. JMP Days are not hands-on events. At JMP Days, we want to reach as many people as possible - broad audience and broad topics – and for users see what is possible with JMP. JMP Day presentations are given lecture/seminar style. Each topic lasts 45 – 50 minutes and are selected from the JMP Day topic list. The JMP Day topic list is designed to make JMP Days scalable so the presenter doesn’t have to come up with new presentation material each time.
Workshops and sales support events have their strategic place but are not supported by customer care advocates. Workshops are for a small, strategic group that will spread the benefits of JMP throughout their organization. Sales support events are supported by sales to focus on specific topics outside the JMP Day topic list. For workshop details/questions, please work with Ian Cox or Jeff Perkinson.
Requirements
- JMP or JMP Pro is used in the organization within one or more groups.
- The Account Team has identified and has a relationship with a JMP Champion in the organization.
- The agenda topics are selected from a menu of topics that the JMP Customer Care group provides to the JMP Champion.
- The JMP Champion and/or colleagues provide feedback on the JMP Day agenda.
- The JMP Champion is familiar with and has lists of JMP users and potential users in different departments at the site.
- The JMP Champion commits to sharing an email invitation/agenda/registration link that is either provided by the organization or provided by the JMP Customer Care group.
- If the JMP Customer Care group is to provide an email invitation and registration link, a two- to three-month lead time is needed.
- The JMP Champion must commit to finding a date, time, room and IT/AV resources (if needed) to support an onsite event.
- The JMP Champion is able to invite potential JMP users to the event to help expand JMP usage at the organization.
- The JMP Day will be held onsite at the customer’s location.
Requirements for Requesting JMP Senior Management (Sall, Weisz) to Present:
- Feedback session with key JMP users at organization
- Management sponsorship from organization
- At least 70+ attendees
- Written justification by the account team for management to present
Value Statement (to Share with Organization)
All JMP users will increase their knowledge of the capabilities of the software through live, in-person presentations by JMP staff experts. Attendees have the opportunity to see how JMP integrates smoothly into the values, practices and outcomes essential to a culture of analytics in their organization. The agenda for the JMP Day is tailored to your organization, your needs and your audience. These events are offered only to select organizations. Experienced users will gain a deeper understanding of JMP, find out about features they haven't used yet, and have the opportunity to ask questions and share knowledge and feedback with JMP staff. New users will get an efficient, interactive introduction to JMP. Beginners and experienced users alike will leave inspired to explore and learn more about how their analyses can be easier yet more powerful with JMP.
JMP Day Report
Use this JMP Live report to see past and upcoming JMP Days.
TFA Form ID Codes:
To be used for virtual SalesForce JMP Day campaigns:
English: 4823598
Japanese: 4861563
Spanish: 4897835
Portuguese: 4897834
Virtual JMP Day Sessions
Sample Conversation With Champion
A data-driven culture is becoming vital for many organizations. By making analytics the cornerstone of problem solving and decision making in every facet of business, companies generate more insights, accelerate innovation and create value.
With JMP you are heading in the right direction, and we would like to partner with you to make your culture of analytics a reality.
With this objective, we would like to offer you a Virtual JMP Day. This event consists of selected presentations that last about 60 minutes each. These presentations are designed to proactively engage and advance the skill set of JMP users within your organization and expand understanding of the value and possibilities analytics creates in your company.
JMP provides technical speakers and complete event support – including agenda planning for one or multiple sessions, email invitations, attendee registration and additional resources. All this is provided free of charge. It is a great opportunity for your user community to hear from JMP technical staff. A JMP Day can increase your users’ utilization of JMP and therefore help you make the most of your technology investment. We welcome new and potential JMP users, as the JMP staff can present specific topics for each target audience.
We can set up an online survey to understand the topics of interest to your audience. This will help us set an agenda for the JMP Day that will meet the needs of your organization. All you need to do is send the survey to those you plan to invite to the JMP Day, and we will use the responses to create the ideal agenda.
Making Your JMP Day a Success
Share this information with your champion. We want our champion to be successful and help us expand the analytical culture within the organization.
Lessons Learned/Best Practices for Virtual JMP Day Sessions
- Attendees don’t want to be online for long periods of time. So don’t present for more than 2 hours at a time. Because of this, we are breaking up the presentations into a number of sessions, and not presenting all material in one day. Thus, we are calling these events, "Virtual JMP Day Sessions".
- Encourage champion to find internal volunteers to present quick, five-minute presentations about how they are using JMP (called Lightning Talks). This is a great opportunity for both internal colleagues and JMP staff to see how JMP is being used. The Lightning Talk presenter benefits by being seen as a leader by peers and management.
- Have the JMP Champion be a “panelist” during the virtual JMP Day. By having the champion talk and emphasize how they are using JMP, this creates more engagement with the audience.
- Have the JMP Champion participate in answering virtual chat and Q&A. This help create more engagement with the audience.
- Avoid Mondays and Fridays for scheduling – this results in lower attendance.
- If the organization allows, JMP should create the email invitation and registration via Salesforce. By doing this, the JMP Champion does not have to create the invitation or keep track of registrations.
- Create and send a survey to attendees post-event or have your JMP Champion send it for you.
- Encourage the JMP Champion to invite potential JMP users to attend. We can include an “Introduction to JMP” presentation in the agenda.
- Request potential and new users to watch “Getting Started with JMP” before attending the JMP Day.
Checklist for Virtual JMP Day Sessions
| VIRTUAL JMP DAY CHECK-LIST |
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| EVENT TITLE |
DATE |
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| TASK TITLE |
DATE
DUE |
DATE COMPLETED |
| 1. Customer Care Advocate sets up call with JMP team and customer champion. Items to discuss : |
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| • Introductions. |
5-7 weeks out |
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| • Purpose. |
5-7 weeks out |
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| • Confirm platform for virtual event (WebEx, Zoom, Teams) |
5-7 weeks out |
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| • Determine what version of JMP customer is using. |
5-7 weeks out |
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| • Determine number of users that may participate virtually. |
5-7 weeks out |
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| • Explain how we can divide up the virtual presentations - all in one day (2 hours max), can do weekly presentations, or consecutive days. Work with customer on what will work best. Number of topics is determined by number of expected attendees. |
5-7 weeks out |
|
| • Ask if there is an executive sponsor to help promote the event internally and/or kick off event. Or have champion help with this. |
5-7 weeks out |
|
| • Discuss dates for event. Prefer Tuesdays, Wednesdays, Thursdays. |
5-7 weeks out |
|
| • What JMP can provide for a Virtual JMP Day: |
5-7 weeks out |
|
| • Topic Interest Survey – helps determine what attendees want to learn more about and assists in creating the agenda. |
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| • Email invite and registration page. |
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| • What JMP needs the Champion to commit to doing: |
5-7 weeks out |
|
| • Distribute topic interest survey. |
|
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| • Distribute email invite and continue to promote the event. |
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| • Determine if there is an executive sponsor to help with the event. |
|
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| • Schedule a 2nd call with everyone in 2 weeks to: |
5-7 weeks out |
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| • Review topic interest survey results. |
|
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| • Confirm agenda. |
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| • Confirm date. |
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| • Discuss logistics. |
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| 2. Before the 2nd call, do the following: |
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| • Send topic interest survey to champion immediately after 1st call. |
5-7 weeks out |
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| • Monitor topic interest survey results – make sure champion deploys the survey internally. |
4-5 weeks out |
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| • Few days before your 2nd scheduled call, create a draft agenda based off topic interest survey. Take into account the number of responses to determine number of topics. |
4-5 weeks out |
|
| • Send draft agenda and topic survey results to SE and AE for feedback. |
4-5 weeks out |
|
| • Make changes to draft agenda. |
4-5 weeks out |
|
| • Send draft agenda and topic interest survey to JMP team and champion so everyone can review and be ready to discuss on 2nd call. |
4-5 weeks out |
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| 3. Items to discuss on 2nd call: |
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| • Review topic interest survey and draft agenda. |
4-5 weeks out |
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| • Make updates to agenda, if needed. |
4-5 weeks out |
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| • Confirm event date. |
4-5 weeks out |
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| • For Premier or larger JMP Days, confirm virtual Help Lounge (currently working on how this could work). |
4-5 weeks out |
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| 4. After 2nd call: |
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| • Determine if other presenters are needed. |
4-5 weeks out |
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| • For Premier accounts, work with GTET. |
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| • For US regional accounts, work with SE managers (Chuck Boiler & Mary Loveless). |
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| • Enter JMP Day in SalesForce. |
4-5 weeks out |
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| • Send internal calendar invite to JMP team and include all event details. |
4-5 weeks out |
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| • As needed, set up a 3rd call to review agenda with all presenters and champion, and confirm logistics. |
4-5 weeks out |
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| 5. After registration email is sent: |
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| • Confirm champion received registration email. |
3-4 weeks out |
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| •Remind champion to send out registration email and continue to promote event. |
3-4 weeks out |
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| •Send weekly registration reports to champion and JMP team. Typically on Fridays. |
weekly until event |
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| 6. Close to event: |
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| • Share CC event slides (US) to JMP team. |
1 week out |
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| • Send reminder email to all registrants two days before event. |
2 days out |
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| 7. After event: |
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| • Send post event survey and follow up material to all registrants. Bcc registrants on email. |
1 day after event |
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| • Get attendee report from JMP team and update attendee status in SalesForce. |
1 day after event |
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| • Schedule JMP Day debrief call, if needed. |
1 week after |
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| • Share post event survey results with JMP team and champion, both raw data in JMP and summary in PDF. |
1 -2 weeks after |
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| • From survey, update Newswire subscription and opt-in communications |
1 -2 weeks after |
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| • Upload post event survey results in SalesForce campaign. |
1 -2 weeks after |
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Intro and Resources Slide for JMP Day
Use these slides for your introductions at a JMP Day. It shows the many resources available to users.
Onsite JMP Days
Lessons Learned/Best Practices for Onsite JMP Days:
- Encourage champion to find internal volunteers to present quick, five-minute presentations about how they are using JMP (called Lightning Talks). This is a great opportunity for both internal colleagues and JMP staff to see how JMP is being used. The Lightning Talk presenter benefits by being seen as a leader by peers and management.
- Avoid Mondays and Fridays for scheduling the JMP Day – this results in lower attendance.
- Avoid offsite locations, including hotels. This results in lower attendance since people do not want to travel away from the office.
- WebEx-ing to remote users can be done, but this often results in difficulties. There are technical issues, and presenters are presenting to the live audience, not to the WebEx audience.
- If possible, request lapel microphones for presenters and a handheld microphone for Q&A.
- Every organization has different rules and regulations on what they can accept for catering, giveaways and door prizes. Confirm what is allowed with each organization.
- Sending a few JMP books as door prizes works well. Confirm that the organization can accept books.
- If the organization allows, JMP should create the email invitation and registration via Salesforce. By doing this, the JMP Champion does not have to create the invitation or keep track of registrations. JMP is able to keep track of registrations for catering and giveaway quantities. Plus, JMP captures end user information in Salesforce.
- Create and send a survey to attendees post-event, or have your JMP Champion send it for you.
- Encourage the JMP Champion to invite potential JMP users to attend. We can include an “Introduction to JMP” presentation in the agenda.
- Request potential and new users to watch “Getting Started with JMP” before attending the JMP Day.
Checklist for Onsite JMP Days
| JMP DAY CHECK-LIST |
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| EVENT TITLE |
DATE |
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LOCATION |
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| TASK TITLE |
DATE
DUE |
DATE COMPLETED |
COMMENTS |
| 1. Customer Care Advocate sets up call with JMP team and customer champion. Items to discuss : |
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Europe: for now Sales teams know the champions and organize the calls. Note CC not always involved on the first call. We get involved after a date and location is set. |
| • Introductions. |
8-10 weeks out |
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| • Purpose. |
8-10 weeks out |
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| • Confirm location of event. |
8-10 weeks out |
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| • Determine what version of JMP customer is using. |
8-10 weeks out |
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| • Determine number of users onsite. |
8-10 weeks out |
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| • Explain why JMP will not WebEx JMP Day to remote locations. |
8-10 weeks out |
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| • Explain that the event may not last all day. Length/number of topics is determined by number of expected attendees. |
8-10 weeks out |
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| • Ask if there is an executive sponsor to help promote the event internally and/or kick off event. |
8-10 weeks out |
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| • Inform everyone that CC needs at least 2 months to plan. CC Advocate needs to coordinate with internal groups. Allows time for users to register & get excited about event. |
8-10 weeks out |
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| • Discuss date for event. Prefer Tuesdays, Wednesdays, Thursdays. |
8-10 weeks out |
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| • Ask about conference room availability. Sometimes conference rooms are hard to book and availability determines the date. |
8-10 weeks out |
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| • What JMP can provide for a JMP Day. Confirm what organization can accept. |
8-10 weeks out |
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| • Topic Interest Survey – helps determine what attendees want to learn more about and assists in creating the agenda. |
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| • Literature Packets. |
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Europe: Literature is mostly sent after the event as pdf. (reduce paper) |
| • Give-aways. |
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Europe: Basics packets - notebooks, pens and some Forewords. |
| • A few JMP books for door prizes. |
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Europe: We don´t have books |
| • Catering – CC Advocate needs onsite caterer information or someone at the organization to offer recommendations/assist with instructions. |
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Europe: We do not designate marketing budget for JMP Days, we never offer catering. |
| • Email invite and registration page. Need conference room information, final agenda, date of event, JMP presenters to include. |
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| • What JMP needs the Champion to commit to doing: |
8-10 weeks out |
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| • Distribute topic interest survey. |
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| • Book conference room and help us determine event date. |
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| • Distribute email invite and continue to promote the event. |
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| • Determine if there is an executive sponsor to help with the event. |
|
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| • Schedule a 2nd call with everyone in 2 weeks to: |
8-10 weeks out |
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| • Review topic interest survey results. |
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| • Confirm agenda. |
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| • Confirm catering contact and information. |
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| • Confirm date. |
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| • Discuss logistics. |
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| 2. Before the 2nd call, do the following: |
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| • Send topic interest survey to champion immediately after 1st call. |
8-10 weeks out |
|
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| • Monitor topic interest survey results – make sure champion deploys the survey internally. |
6-8 weeks out |
|
|
| • Few days before your 2nd scheduled call, create a draft agenda based off topic interest survey. Take into account the number of responses to determine number of topics. |
6-8 weeks out |
|
Europe: local SE is the one that create the draft agenda, based on interest survey and his/her knowdlege about the company needs. |
| • Send draft agenda and topic survey results to SE and AE for feedback. |
6-8 weeks out |
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| • Make changes to draft agenda. |
6-8 weeks out |
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| • Send draft agenda and topic interest survey to JMP team and champion so everyone can review and be ready to discuss on 2nd call. |
6-8 weeks out |
|
Europe: normally done per E-Mail between SE and champion |
| 3. Items to discuss on 2nd call: |
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| • Review topic interest survey and draft agenda. |
6-8 weeks out |
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| • Make updates to agenda, if needed. |
6-8 weeks out |
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| • Confirm event date. |
6-8 weeks out |
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| • Get shipping address and contact name for sending JMP Day materials. |
6-8 weeks out |
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| • Get arrival address, arrival time, arrival instructions, and exchange cell numbers with JMP team and champion. |
6-8 weeks out |
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| • Confirm catering contact and information. |
6-8 weeks out |
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| • Need to order drinks? Some organizations have beverages onsite. |
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| • Instructions for food delivery. How set up? Inside/Outside room, or separate room? |
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| • Inquire about logistics: |
6-8 weeks out |
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| • WiFi. |
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| • Room set up. |
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| • Microphone. |
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| • Screen. |
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| • Projector. |
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| • Cables. |
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| • For Premier or larger JMP Days, confirm Help Lounge and/or Distrubution Poster. |
6-8 weeks out |
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Europe: Not sure what that is |
| 4. After 2nd call: |
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| • Determine if other presenters are needed. |
6-8 weeks out |
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| • For Premier accounts, work with GTET. |
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Europe: Mostly done by Valérie alone and sometimes local SE. |
| • For US regional accounts, work with SE managers (Chuck Boiler & Mary Loveless). |
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Europe: most JMP Days done ONLY by local SE. This is the reason why we let the sales team decide on dates (they know their travel schedule better) |
| • Enter JMP Day in SalesForce. |
6-8 weeks out |
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| • Enter JMP Day deliverables in GMS. |
6-8 weeks out |
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Europe: we create landing pages without GMS. |
| • Agenda goal date two weeks before event, or earlier. |
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| • Viral email and registration page goal date 4 - 5 weeks before event. |
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| • Send internal calendar invite to JMP team and include all event details. |
6-8 weeks out |
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| • As needed, set up a 3rd call to review agenda with all presenters and champion, and confirm logistics. |
4-5 weeks out |
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| 5. After viral email is sent: |
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| • Confirm champion received viral email. |
4-5 weeks out |
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| •Remind champion to send out viral email and continue to promote event. |
4-5 weeks out |
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| •Send weekly registration reports to champion and JMP team. Typically on Fridays. |
weekly until event |
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| 6. Close to event: |
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| • Ship JMP Day materials: |
2 weeks out |
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| • Literature packets. |
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| • Giveaways. |
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| • JMP Books for door prizes. |
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| • Champion gifts. |
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| • Sign in sheet. |
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| • QR code sheet for walk-in attendees to register onsite. |
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| • Send tracking information and instructions for JMP Day materials to champion and AE. |
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| • Order catering. |
1-2 weeks out |
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| • Share CC event slides (US) to JMP team. |
1 week out |
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| • Send reminder email to all registrants two days before event. |
2 days out |
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| 7. After event: |
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| • Send post event survey and follow up material to all registrants. Bcc registrants on email. |
1 day after event |
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Europe: we don´t have post-event surveys. Feedback directly at the end of the event with attendees and champion. |
| • Get sign in sheet from JMP team and update attendee status in SalesForce. |
1 day after event |
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| • Europe: Get sign in sheet/ Registration sheet to upload leads into SF (including Opt-in and Newswire subscription). Create list Load in SF |
1 day after event |
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| • Schedule JMP Day debrief call, if needed. |
1 week after |
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| • Share post event survey results with JMP team and champion, both raw data in JMP and summary in PDF. |
1 -2 weeks after |
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| • From survey, update Newswire subscription and opt-in communications |
1 -2 weeks after |
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| • Upload post event survey results in SalesForce campaign. |
1 -2 weeks after |
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Sample Templates for Onsite JMP Days
JMP Day Template: Half Day, One Track
Expected Attendance: 30 - 50
Number of Presenters Required: 1- 2
Time
|
Topic
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8:30 – 8:45 a.m.
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Welcome and Introductions
|
8:45 – 9:45 a.m.
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Topic 1
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9:45 – 10:45 a.m.
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Topic 2
|
10:45 – 11:00 a.m.
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Break
|
11:00 a.m. – 12:00 p.m.
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Topic 3
|
12:00 – 12:15 p.m.
|
Q&A
|
JMP Day Template: Half Day, Two Tracks
Expected Attendance: 50 - 70
Number of Presenters Required: 3
Time
|
Topic
|
8:30 – 8:45 a.m.
|
Welcome and Introductions
|
8:45 – 9:45 a.m.
|
Keynote
|
9:45 – 10:00 a.m.
|
Break
|
Beginner Track
|
Experienced Track
|
10:00 – 11:00 a.m.
|
Topic 2
|
10:00 – 11:00 a.m.
|
Topic 3
|
11:00 a.m. – 12:00 p.m.
|
Topic 4
|
11:00 a.m. – 12:00 p.m.
|
Topic 5
|
12:00 – 12:15 p.m.
|
Q&A
|
12:00 – 12:15 p.m.
|
Q&A
|
JMP Day Template: 2/3 Day, One Track
Expected Attendance: 50 - 70
Number of Presenters Required: 2
Time
|
Topic
|
8:45 – 9:00 a.m.
|
Welcome and Introductions
|
9:00 – 10:00 a.m.
|
Topic 1
|
10:00 – 11:00 a.m.
|
Topic 2
|
11:00 – 11:15 a.m.
|
Break
|
11:15 a.m. – 12:15 p.m.
|
Topic 3
|
12:15 – 1:15 p.m.
|
Lunch
|
1:15 – 2:15 p.m.
|
Topic 4
|
2:15 – 2:30 p.m.
|
Q&A
|
JMP Day Template: 2/3 Day, Two Tracks
Expected Attendance: 70 - 100
Number of Presenters Required: 4
Time
|
Topic
|
8:45 – 9:00 a.m.
|
Welcome and Introductions
|
9:00 – 10:00 a.m.
|
Keynote
|
10:00 – 10:15 a.m.
|
Break
|
Beginner Track
|
Experienced Track
|
10:15 – 11:15 a.m.
|
Topic 2
|
10:15 – 11:15 a.m.
|
Topic 3
|
11:15 a.m. – 12:15 p.m.
|
Topic 4
|
11:15 a.m. – 12:15 p.m.
|
Topic 5
|
12:15 – 1:15 p.m.
|
Lunch
|
12:15 – 1:15 p.m.
|
Lunch
|
1:15 – 2:15 p.m.
|
Topic 6
|
1:15 – 2:15 p.m.
|
Topic 7
|
JMP Day Template: Full Day, One Track
Expected Attendance: 70+
Number of Presenters Required: 4
Time
|
Topic
|
8:45 – 9:00 a.m.
|
Welcome and Introductions
|
9:00 – 10:00 a.m.
|
Topic 1
|
10:00 – 11:00 a.m.
|
Topic 2
|
11:00 – 11:15 a.m.
|
Break
|
11:15 a.m. – 12:15 p.m.
|
Topic 3
|
12:15 – 1:15 p.m.
|
Lunch
|
1:15 – 2:15 p.m.
|
Topic 4
|
2:15 – 2:30 p.m.
|
Break
|
2:30 – 3:30 p.m.
|
Topic 5
|
3:30 – 4:30 p.m.
|
Topic 6
|
4:30 – 4:45 p.m.
|
Q&A
|
JMP Day Template: Full Day, Two Tracks
Expected Attendance: 100+
Number of Presenters Required: 5
Time
|
Topic
|
8:45 – 9:00 a.m.
|
Welcome and Introductions
|
9:00 – 10:00 a.m.
|
Keynote
|
10:00 – 10:15 a.m.
|
Break
|
Beginner Track
|
Experienced Track
|
10:15 – 11:15 a.m.
|
Topic 2
|
10:15 – 11:15 a.m.
|
Topic 3
|
11:15 a.m. – 12:15 p.m.
|
Topic 4
|
11:15 a.m. – 12:15 p.m.
|
Topic 5
|
12:15 – 1:15 p.m.
|
Lunch
|
12:15 – 1:15 p.m.
|
Lunch
|
1:15 – 2:15 p.m.
|
Topic 6
|
1:15 – 2:15 p.m.
|
Topic 7
|
2:15 – 2:30 p.m.
|
Break
|
2:15 – 2:30 p.m.
|
Break
|
2:30 – 3:30 p.m.
|
Topic 8
|
2:30 – 3:30 p.m.
|
Topic 9
|
3:30 – 4:30 p.m.
|
Topic 10
|
3:30 – 4:30 p.m.
|
Topic 11
|
4:30 – 4:45 p.m.
|
Q&A
|
4:30 – 4:45 p.m.
|
Q&A
|
| |
|
JMP Day Template: Full Day, Two Tracks in afternoon
Expected Attendance: 100+
Number of Presenters Required: 5
| Time |
Topic |
|---|
| 8:45 – 9:00 a.m. |
Welcome and Introductions |
| 9:00 – 10:00 a.m. |
Keynote |
| 10:00 – 10:15 a.m. |
Break |
| 10:15 - 11:15 a.m. |
Keynote 2 |
| 11:15 a.m. - 12:00 p.m. |
Lightning Talks presented by users |
| 12:15 - 1:15 p.m. |
Lunch |
| Time |
Track1 |
Track 2 |
|---|
| 1:15 - 2:00 p.m. |
Presentation |
Presentation |
| 2:00 - 2:15 |
Break |
Break |
| 2:15 - 3:00 |
Presentation |
Presentation |
| 3:00 - 3:15 |
Break |
Break |
| 3:15 - 4:00 |
Presentation |
Presentation |
