UPDATE SEPTEMBER 23, 2022. I am adding Byrons' video to Comments. Hedid a good job based on Di's model and incorporated some techniques that fit with adult learning practices.
Chuck @chuck_boiler , Mary @MaryLoveless and Nick @nick_shelton agreed to standardizing the weekly Getting Started with JMP to assure all attendees in the US get the same content.
SEs will continue to present Getting Started, held every Friday 1-2 pm ET in the US. We will remove the On-Deman dversion from jmp.com. The full rationale is here.
Four files attached (zipped) are used in the session:
- Getting Started with JMP from JMP Education.jrn
- Big Class.jmp
- JMP Orders.jmp
- Products and Supplier Info.xlsx
Plus, Monica Beals, @monica_beals Di Michelson @Di_Michelson , and Ledi Trutna. @ledi_trutna from JMP Eduation provided instructions, with some notes from me (Gail Massari) in the beginning, to guide you through the steps. It is Getting Started with JMP Flow from JMP Education (also in .zip file),
A video of a successful session Di held at Discovery Americas 2022 is also available as a model. NOTE: The video is for internal JMP training purposes only, not for prospects or customers.
The session uses an inductive technique where you show JMP windows, tables, and reports whose attributes you then point out and discuss. Part-way through, you import Excel for the purpose of merging data to solve the problem of missing data and then create basic reports using Graph Builder to get people started visualizing information.
For an example of how to present, see the video here and consider incorporating these techniques:
- Use the Laser Pointer as much as you can. The cursor arrow is hard to see, and, for new users, you really need to direct them to the area that you describe.
- When speaking about a particular table, platform or report, consider ENLARGING that window so the viewer can better see and focus on what you are doing. This means some stretching and shrinking, and the time it takes to do that is minimal and can help the viewer transition to what you will introduce yet.
Based on common post-session questions, consider incorporating these items into the flow where appropriate:
- Data Table Column Properties: Set Value Order for a relevant column and then point out the order in the graph later, explaining JMP has default value order that you can change.
- Data Table Column Properties: Set some Value Label for a relevant column and then point them out on the graph later, showing how you did it from Data Table but can also do it right from a graph.
- Graph Builder: Show that after you click Done, and then want to change your graph, the Control Panel disappears, so you get the Control Panel back from the Red Triangle. Then can change the graph.
- Graph Builder: Show how to drag something out of a zone, then remove it or move it to another zone.
Caution: Because you use Graph Builder (which is so powerful) it could be easy to go down the rabbit hole answering complex Graph Builder questions. Be cauthous and you can also point them to the Mastering JMP Graph Builder session
Video showing the flow:
Summary:
- Live sessions hould be standard week-to-week so people from one company and different locations get the same training (sales and pre-sales).
- If new customer has special needs, that can be covered by the SE after customer attends the basic Getting Started.
- On-demand is not as useful from customer touchpoint and lack of Q&A in US. They are no longer on jmp.com.
- TBD, if because of fewer live sessions in EU and ROW, on demand versions in local language are needed.
- Consider tracking attendees and sending followup emails. Gail Massari can help if needed. short email with one call to action. Sales people copied if possible. If not, they will see attendees and know they got email follow-up.
Here are the materials for SEs and followup for attendees, if SEs desire.
Attached find:
Also NOTE: The ON-DEMAND versions of Getting Started with JMP is no longer a NEXT STEP in the trial.
Byron @Byron_JMP used Di's model and tweaked it based on what he has learned for working with new customers. Here are my comments.
As you know, I do not like started with Excel because it can take people on a rabbit hole (although it didn't in Byron's session) , so my only suggestion is to use Di's @Di_Michelson approach where she starts with a table.
I sat in on Byron’s today. With each one I sit in on I see some great approaches. Here are some of his that were very effective and problem/goal driven:
- He showed features in context rather than talking about them in isolation.
- Showed data table that had different versions of ‘stem’ then showed how to recode.
- Ran some distributions and showed different reports, explained JMP knew what to do based on data type, reiterated the value of data type, then described types/symbols.
- Good definition of red triangle and successive disclosure. Nice language “I go to the red triangle first when I see something that I want to do something else to”. Ran something from triangle, showed report that had triangle, and expanded it.
- Grouped rows/columns at the end and showed how to rename groups from panel.
- Talked about rows/columns panels at end as a summary to tables and what they had learned, so the panels and symbols made sense.
- Innovative introduction to Journal – Save all open files using NEW>JOURNAL>Add Open files
- He broke about three times to summarize what he went over. “So far today” and “Too summarize, I just showed you how to…”
