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Personas, Scenarios, Storymapping
Kelley Howell, UX Research Manager – Homes.com
Personas, scenarios, storymapping
These are techniques for centering the user
experience
Instead of reading reports, concretize findings of
research into personas and scenarios
Use the narrative to help us understand user goals,
the activities she does to achieve goals, and then
map out stories that represent those activities and
the tasks someone performs to achieve them
2
3
Agile user stories
Attributes of a user story
1. Concise description
As a [type of user]
I want to [perform some task]
so that I can [reach some goal]
2. Title – usually a verb phrase: Search for article,
sort results, mark articles as read, print an article
4
A user story serves many purposes:
 representation of users’ needs
 way of focusing on solving users’ problems
 planning item
 token for a longer conversation
 method for deferring a longer conversation
5
Usually, we go from this --
6
to this: product backlog + sprint backlog
7
Seeing the forest for the trees
7
8
How do we stay on track?
8
9
personas, scenarios and story mapping
10
personas
11
personas
12
scenarios
13
scenarios
14
Story mapping
First, use the right kind of persona
15
Product personas (not marketing personas)
Alan Cooper, 1975
1983, Plan*it, Kathy
To help him think
through complex
software design, he
would tell stories about
Kathy and how she
used Plan*it
1. 1995, Cooper had bigger team and clients
2. talking to himself not enough
3. Why? In love with the technology, engineers
wanted the software to do everything
4. To rein them in, Cooper did user research
5. Discovered users fell into three categories:
Chuck, Cynthia, and Rob with different goals, tasks,
and skill levels. First goal-directed personas
Product personas: goal-directed
Product personas: design tool
Personas ground design decisions in the activities
and goals of archetypal users
Software is to achieve goals (not abstract bundle
of features)
Software are tools to reach ends
Immediately changed how engineers thought
about what they were doing
Personas as a common language to communicate
across roles
Etsy persona – a product persona
19
Why scenarios? We need context
People don’t just perform tasks and activates to
achieve goals
They perform them in a context
Context is about their physical environment –
what kind of technology they use, place,
distractions, noise-level, brightness levels, etc.
Context is also psychological and social – stress
levels, conflicting goals, constraints (time – money
– skill), etc.
Scenarios represent those contexts
Use scenarios to understand that context
Scenarios tell a story about the persona to help us
understand and remember her environment –
physical, psychological, and social – so we can
design for that environment while we also design a
tool to help someone achieve their goals.
22
Since scenarios are narratives, they are
powerful devices that help us
 identify with users
 shed our own skin and step into someone else’s
 remove ourselves from the process
 tell a story about a person and her problems, needs,
and goals
 think through the activities and tasks people do to
accomplish a goal
23
Personas & scenarios to create story map
 Centers the user
 Ideally, built by the entire team with as many
perspectives as possible.
 Get the product manager out of the corner
ALSO:
 confirm completeness of product backlog
 provide a context for prioritization
 aid in planning sprint and release cycles
24
People have goals and use tools to achieve
goals
tasks
tools: apps, sites, software
25
Too often, we build from the tool out
goals
tasks
tools: apps, sites, software
 Tasks have a start and end
 Activities tend to be ongoing, repeated
26
Activity: manage email
Activities and tasks
Task: Filter
email
Task: order
email
Task: create
folder Task: delete
message
Task: label
message
Task: move
message
27
Scenarios ask these questions
1. What are user goals?
2. What are user pain points?
3. How will users of the system reach their goals?
27
28
Composition
“Kendra found her apartment on homes.com. Her landlord told
her she could paint the walls red. She goes back to homes.com to
find out how to paint interior walls. Kendra sees a promotion for
Idea Gallery and clicks the link to what looks like it’s a how-to
guide. Optionally, Kendra considered using a bookmark to find the
detail page for the apartment community where she rents so she
could find the ad for the Idea Gallery where she’d seen an article on
painting tips. As another option, Kendra figured she could use
Google to search to find the home improvement blog she
remembered seeing. She figures she can use the blog’s search
function to look for an article on painting. Kendra enters her search
terms but, because she spelled painting wrong, she gets a page
with 0 results. Kendra looks for a way to search again. When she
does, she sees a promotion for ________ and she also sees a tool
that will let her browse some of the most popular categories.
- Bold-faced verb phrases are
knitted together, usually with
conjunctions, to tell a story.
Example: Etsy persona
29
Sally
Redacted
30
For more research-based insights about
Redacted users, check out the UX
insights portal
Thoughts? Questions?

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Storymapping, personas, and scenarios

  • 1. Personas, Scenarios, Storymapping Kelley Howell, UX Research Manager – Homes.com
  • 2. Personas, scenarios, storymapping These are techniques for centering the user experience Instead of reading reports, concretize findings of research into personas and scenarios Use the narrative to help us understand user goals, the activities she does to achieve goals, and then map out stories that represent those activities and the tasks someone performs to achieve them 2
  • 3. 3 Agile user stories Attributes of a user story 1. Concise description As a [type of user] I want to [perform some task] so that I can [reach some goal] 2. Title – usually a verb phrase: Search for article, sort results, mark articles as read, print an article
  • 4. 4 A user story serves many purposes:  representation of users’ needs  way of focusing on solving users’ problems  planning item  token for a longer conversation  method for deferring a longer conversation
  • 5. 5 Usually, we go from this --
  • 6. 6 to this: product backlog + sprint backlog
  • 7. 7 Seeing the forest for the trees 7
  • 8. 8 How do we stay on track? 8
  • 15. First, use the right kind of persona 15
  • 16. Product personas (not marketing personas) Alan Cooper, 1975 1983, Plan*it, Kathy To help him think through complex software design, he would tell stories about Kathy and how she used Plan*it
  • 17. 1. 1995, Cooper had bigger team and clients 2. talking to himself not enough 3. Why? In love with the technology, engineers wanted the software to do everything 4. To rein them in, Cooper did user research 5. Discovered users fell into three categories: Chuck, Cynthia, and Rob with different goals, tasks, and skill levels. First goal-directed personas Product personas: goal-directed
  • 18. Product personas: design tool Personas ground design decisions in the activities and goals of archetypal users Software is to achieve goals (not abstract bundle of features) Software are tools to reach ends Immediately changed how engineers thought about what they were doing Personas as a common language to communicate across roles
  • 19. Etsy persona – a product persona 19
  • 20. Why scenarios? We need context People don’t just perform tasks and activates to achieve goals They perform them in a context Context is about their physical environment – what kind of technology they use, place, distractions, noise-level, brightness levels, etc. Context is also psychological and social – stress levels, conflicting goals, constraints (time – money – skill), etc.
  • 21. Scenarios represent those contexts Use scenarios to understand that context Scenarios tell a story about the persona to help us understand and remember her environment – physical, psychological, and social – so we can design for that environment while we also design a tool to help someone achieve their goals.
  • 22. 22 Since scenarios are narratives, they are powerful devices that help us  identify with users  shed our own skin and step into someone else’s  remove ourselves from the process  tell a story about a person and her problems, needs, and goals  think through the activities and tasks people do to accomplish a goal
  • 23. 23 Personas & scenarios to create story map  Centers the user  Ideally, built by the entire team with as many perspectives as possible.  Get the product manager out of the corner ALSO:  confirm completeness of product backlog  provide a context for prioritization  aid in planning sprint and release cycles
  • 24. 24 People have goals and use tools to achieve goals tasks tools: apps, sites, software
  • 25. 25 Too often, we build from the tool out goals tasks tools: apps, sites, software
  • 26.  Tasks have a start and end  Activities tend to be ongoing, repeated 26 Activity: manage email Activities and tasks Task: Filter email Task: order email Task: create folder Task: delete message Task: label message Task: move message
  • 27. 27 Scenarios ask these questions 1. What are user goals? 2. What are user pain points? 3. How will users of the system reach their goals? 27
  • 28. 28 Composition “Kendra found her apartment on homes.com. Her landlord told her she could paint the walls red. She goes back to homes.com to find out how to paint interior walls. Kendra sees a promotion for Idea Gallery and clicks the link to what looks like it’s a how-to guide. Optionally, Kendra considered using a bookmark to find the detail page for the apartment community where she rents so she could find the ad for the Idea Gallery where she’d seen an article on painting tips. As another option, Kendra figured she could use Google to search to find the home improvement blog she remembered seeing. She figures she can use the blog’s search function to look for an article on painting. Kendra enters her search terms but, because she spelled painting wrong, she gets a page with 0 results. Kendra looks for a way to search again. When she does, she sees a promotion for ________ and she also sees a tool that will let her browse some of the most popular categories. - Bold-faced verb phrases are knitted together, usually with conjunctions, to tell a story.
  • 31. For more research-based insights about Redacted users, check out the UX insights portal Thoughts? Questions?

Editor's Notes

  1. For business goals or pains: Why would the business pay for this software to be built? What outcome is expected that will compensate for the cost of building the software? Identify types of users as: Actor User Role User Profile User Persona For each type of user, what goals or pains motivate the use of the product? If I as a user accomplish this goal, I’ll consider myself successful. Look for goals that motivate the use of software