PERSONAS

Where product meets consumer needs
Tim Evans
Experience Designer
Before we start 2
Everything is designed,
few things are designed well.
-Brian reed
3
4
Check out
Doctor as
Designer on
medium
5
One-hundred doctors were recruited to test the device. Only two doctors
(2%) demonstrated all 6 administration steps correctly. 95% of doctors
had to read the instructions.
In 37% of cases, the demonstration would not have delivered adrenaline
to a patient.
The most frequent errors were:
(57%) not holding the pen in place for >5 seconds
(21%) failure to apply pressure to activate
(16%) self-injection into the thumb.
Mehr S, Robinson M, Tang M. Doctor: how do I use my EpiPen? Pediatr Allergy Immunol. 2007;18:448–452
How hard can it be?
6
The Edwards brothers said the device
was special because it was designed by
people who were intimately familiar with
patients’ needs.
“This was something that I knew I was
going to carry with me every single day.”
Designing with empathy
7
8
“We put ourselves
in the customer’s
shoes and say,
what do we want?”
WHAT ARE
PERSONAS?
PERSONAS
What are Personas?
A persona is a “hypothetical
archetype” or character who
represents a group of users. It’s
used to understand their goals,
behaviours, attitudes and context
in which they operate.
10
What are Personas?
Personas come in a variety
of forms
11
Foxtel iQ3 : Discover phase findings May 2013 | Commercial in Confidence 212 Massive Interactive Pty Ltd.5
Viewing
By myself With others
Open to new experiences
Timid Adventurous
Information Seeking
Sit back Hunt it out
Organisation
Too much work Will spend time
Learning
By accident Play until get it
Technology I own
The basics All the latest
Tech Ability
Luddite Wired
Social Networks
Not for me Awesome
Wealth
Struggling Affluent
Challenges
Is often distracted, concentration
is low, wont read or seek out
information
Is capable and will play around
until she figures it out if the
perceived value is high enough.
Stumbles on new content
through friends and ads.
Discovering & Learning
Decision Making
Technology
Will wait, not in a rush for the
newest technology as it out-
dates quickly.
Waits for contracts to run out
before upgrading
Uses skype to talk to her parents.
I record too much
I’ll often record so much that I
don’t have time to watch it all, I
think when am I going to catch
up on all of this.
I’m not sure when my
episodes are on.
Sometimes I miss the start of my
favourite shows as I don’t know
when they are on. I’ll be chatting
with a girlfriend and they start
talking about the new episodes
and I’m thinking how did I miss
this.
It’s all about the kids at the moment!
I’m busy looking after the kids.
I don’t want to spend a lot of time
and effort finding something to
watch. I’ll record a show, to watch
later when the kids are in bed, that
way I can skip the ads .
It’s cheaper at the DVD store
When my husbands home we will
go to the DVD store and rent a film
as its $2 rather than pay $6 with
Foxtel. We had the movie channel
and let it go as it was too expensive
and not enough choice.
Kellie: Help me make the right choice
“Sometimes I’ll record a show and
forget to press +20 and it doesn’t
record the end, it’s another thing
to remember”
Doesn’t have time to think about
what to watch.
Recording shows that won’t get
watched.
Missing the start of new season
episodes.
Resistance to paying more
Has to think carefully about her
spending as money is tight, likes a
bargain or special offer.
Makes all the day to day household
decisions.
Wants to avoid effort will use the
EPG for laziness.
Kellie is married to Pete, they have two children Chloe 5 and Josh 3. They are
currently renting but are hoping to buy something within the next year as Kellie
really likes the area, it has a good school and plenty of parks for the kids.
Pete travels away for work so Kellie spends a lot of time at home with just the
kids. She likes to have the TV on as background company when Pete is away, it
keeps her from feeling lonely.
Kellie has been with Foxtel for 4 years, she expects Foxtel to offer her more
choice for her money especially as money is tight at the moment and they have
after all spent lots of money with Foxtel.
Age: 28
Occupation: Home maker
Location: Maitland, NSW
Needs:
Reduce her channels to what is in her package.
Make free content more obvious.
Reminders notifications - start dates for new seasons.
Being rewarded for loyalty as a long term subscriber.
Favourite Channels Favourite Brands & Apps
What are Personas?
The level of detail
and focus of a
persona depends
on the product or
service and our
relationship with
our team and client.
12
13Details
Mailchimp
Personas
14Context
15More details
Isobar
Persona for
Foxtel
16More stats
17
Who is this user?
What are their goals?
How do they behave?
What do they think?
What are their pain points?
What is the context in which they operate?
Personas help inform
18
Tell me a story, give me the facts
Personas help you design with empathy
WHEN &
HOW TO SELL
PERSONAS
PERSONAS
20When to use personas
To make users part of the design process
As a focal point to galvanise a team
If a team is removed from the users
When there are multiple user types
I’M GOING TO NEED YOU
TO GO AND FORGET
ABOUT THE PERSONAS
22
Create personas during the research phase to
help identify and empathise with users
23
During ideation and definition use personas to
qualify ideas
24
In test and prototype they form a basis for
recruitment
25
Personas also form the basis for website and
service live optimisation / customisation
26But wait there’s more
Use them as a tool to engage clients with human
entered design
Identify opportunity and areas for innovation
Provide focus on core features to ensure speed
to market
Measure effectiveness of current and future
solutions
SOME TIPS ON
CREATION
PERSONAS
28Common elements (all optional)
Name
Occupation
Quote
Capability sliders
Story
Pain points
Goals
Devices
29Talk to the boss
30Talk to the front line staff
31Talk to the marketing team
32Bring them together to talk about the findings
33Create a plan
What do we know?
What do we want to find out?
Who are we talking to?
Where will this take place?
How long do we have?
What will the outcomes be?
34Adding some more data
quantitative qualitative
35Tell me the facts
quantitative
Data from
reportable sources
with numerical
characteristics
36Quantitive data
‣Online Traffic Analytics - GA / Omnivore
‣Marketing demographics - Nielsen
‣Australian Bureau of Statistics
‣Survey respondents
‣Social media analysis
‣Google insights
‣Harvard business review / Gartner
37Agency reports / white papers
38Tell me a story
Data direct from user
observations and
interaction, usually
difficult to measure
numerically
qualitative
39Interviews
40Shadowing / Contextual inquiry
41Diary studies
42Focus groups
ANALYSING
THE DATA
PERSONAS
44Analysing the data
Combine data sets
Group data and look for patterns
Define the user segments
Define measures to be used
Discuss and refine
Conduct additional research
45Affinity mapping
Q&A
15Personas
LET’S HAVE A
CRACK
PERSONAS
48The task - Metro 2020
KEY OBJECTIVES
Who do we think will be there?
What behaviours are we going
to see?
Quick assumptions at hand
AGENDA
5 minutes 1. List all of the different user groups we
expect to see at the station
DELIVERABLE
N/A
7
RESOURCES
‣ Sticky notes
‣ Sharpies
This would be
done with the
business before
research begins
50The task
Guerrilla research to help understand
consumers in and around Flinders st station
No interactions with users shadowing /
observation only
15-30 minutes
51
Who is this user?
What are their goals?
How do they behave?
What do they think?
What are their pain points?
What is the context in which they operate?
Things to look for
52Examples
Quantity over
quality is key for
this exercise
53
LETS GET BUSY
ANALYSIS
PERSONAS
KEY OBJECTIVE
Affinity Mapping
Analysis
AGENDA
10 minutes 1. Group any patterns that emerge.
Understand & Discuss as a group
7
Affinity map ‣ Sticky notes
‣ Sharpies
INTERVIEWS
PERSONAS
KEY OBJECTIVES
Face to face interview
Interviews
AGENDA
10 minutes
DELIVERABLE
Interview notes
7
RESOURCES
‣ Sticky notes
‣ Sharpies
1. Find out as much as you can about your
designated user onto the interview sheet
2. Use 5x Why’s exercise
CREATION
PERSONAS
KEY OBJECTIVES
Basic Persona Creation
PERSONA CREATION EXERCISE
AGENDA
20 minutes 1. Looking at the templates which one do
we feel is best suited?
2. Generate personas based on data at
handDELIVERABLE
Persona draft
7
RESOURCES
‣ Sticky notes
‣ Sharpies
TESTING
THEM OUT
PERSONAS
KEY OBJECTIVES
Testing personas on current
products
PERSONA CREATION EXERCISE
AGENDA
10 minutes 1. Test out the personas on the metro
website, PT app, tram tracker
DELIVERABLE
N/A
7
RESOURCES
‣ Apps
‣ Laptop / internet
SOME QUICK
TIPS
PERSONAS
63Try to avoid
Bland personas
Personas which are too stereotypical
No real data
No first hand knowledge
Smashing
magazine have a
couple of good
persona guides
64Involve the team and client
65Use real stories
Video is a great
format to capture
these stories and
costs very little
66Make them part of discussion
67
Smashing Magazine has some easy to read resources
http://www.smashingmagazine.com/2014/08/06/a-closer-look-at-personas-part-1/
http://www.smashingmagazine.com/2014/08/13/a-closer-look-at-personas-part-2/
Interaction design foundation has the most exhaustive explanation
https://www.interaction-design.org/encyclopedia/personas.html
Cooper was a keen proponent for personas as part of goal directed design
http://www.dubberly.com/articles/alan-cooper-and-the-goal-directed-design-process.html
And his book
http://www.itu.dk/people/russel/B%F8ger/Pearson.-.The.Inmates.Are.Running.the.Asylum.pdf
Other resources
68Other resources - random user generator
69Other resources - fake identity generator
Q&A
15How to create Personas
EL
FIN
15Personas

General assembly personas

  • 1.
    PERSONAS
 Where product meetsconsumer needs Tim Evans Experience Designer
  • 2.
    Before we start2 Everything is designed, few things are designed well. -Brian reed
  • 3.
  • 4.
  • 5.
    5 One-hundred doctors wererecruited to test the device. Only two doctors (2%) demonstrated all 6 administration steps correctly. 95% of doctors had to read the instructions. In 37% of cases, the demonstration would not have delivered adrenaline to a patient. The most frequent errors were: (57%) not holding the pen in place for >5 seconds (21%) failure to apply pressure to activate (16%) self-injection into the thumb. Mehr S, Robinson M, Tang M. Doctor: how do I use my EpiPen? Pediatr Allergy Immunol. 2007;18:448–452 How hard can it be?
  • 6.
    6 The Edwards brotherssaid the device was special because it was designed by people who were intimately familiar with patients’ needs. “This was something that I knew I was going to carry with me every single day.” Designing with empathy
  • 7.
  • 8.
    8 “We put ourselves inthe customer’s shoes and say, what do we want?”
  • 9.
  • 10.
    What are Personas? Apersona is a “hypothetical archetype” or character who represents a group of users. It’s used to understand their goals, behaviours, attitudes and context in which they operate. 10
  • 11.
    What are Personas? Personascome in a variety of forms 11 Foxtel iQ3 : Discover phase findings May 2013 | Commercial in Confidence 212 Massive Interactive Pty Ltd.5 Viewing By myself With others Open to new experiences Timid Adventurous Information Seeking Sit back Hunt it out Organisation Too much work Will spend time Learning By accident Play until get it Technology I own The basics All the latest Tech Ability Luddite Wired Social Networks Not for me Awesome Wealth Struggling Affluent Challenges Is often distracted, concentration is low, wont read or seek out information Is capable and will play around until she figures it out if the perceived value is high enough. Stumbles on new content through friends and ads. Discovering & Learning Decision Making Technology Will wait, not in a rush for the newest technology as it out- dates quickly. Waits for contracts to run out before upgrading Uses skype to talk to her parents. I record too much I’ll often record so much that I don’t have time to watch it all, I think when am I going to catch up on all of this. I’m not sure when my episodes are on. Sometimes I miss the start of my favourite shows as I don’t know when they are on. I’ll be chatting with a girlfriend and they start talking about the new episodes and I’m thinking how did I miss this. It’s all about the kids at the moment! I’m busy looking after the kids. I don’t want to spend a lot of time and effort finding something to watch. I’ll record a show, to watch later when the kids are in bed, that way I can skip the ads . It’s cheaper at the DVD store When my husbands home we will go to the DVD store and rent a film as its $2 rather than pay $6 with Foxtel. We had the movie channel and let it go as it was too expensive and not enough choice. Kellie: Help me make the right choice “Sometimes I’ll record a show and forget to press +20 and it doesn’t record the end, it’s another thing to remember” Doesn’t have time to think about what to watch. Recording shows that won’t get watched. Missing the start of new season episodes. Resistance to paying more Has to think carefully about her spending as money is tight, likes a bargain or special offer. Makes all the day to day household decisions. Wants to avoid effort will use the EPG for laziness. Kellie is married to Pete, they have two children Chloe 5 and Josh 3. They are currently renting but are hoping to buy something within the next year as Kellie really likes the area, it has a good school and plenty of parks for the kids. Pete travels away for work so Kellie spends a lot of time at home with just the kids. She likes to have the TV on as background company when Pete is away, it keeps her from feeling lonely. Kellie has been with Foxtel for 4 years, she expects Foxtel to offer her more choice for her money especially as money is tight at the moment and they have after all spent lots of money with Foxtel. Age: 28 Occupation: Home maker Location: Maitland, NSW Needs: Reduce her channels to what is in her package. Make free content more obvious. Reminders notifications - start dates for new seasons. Being rewarded for loyalty as a long term subscriber. Favourite Channels Favourite Brands & Apps
  • 12.
    What are Personas? Thelevel of detail and focus of a persona depends on the product or service and our relationship with our team and client. 12
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
    17 Who is thisuser? What are their goals? How do they behave? What do they think? What are their pain points? What is the context in which they operate? Personas help inform
  • 18.
    18 Tell me astory, give me the facts Personas help you design with empathy
  • 19.
    WHEN & HOW TOSELL PERSONAS PERSONAS
  • 20.
    20When to usepersonas To make users part of the design process As a focal point to galvanise a team If a team is removed from the users When there are multiple user types
  • 21.
    I’M GOING TONEED YOU TO GO AND FORGET ABOUT THE PERSONAS
  • 22.
    22 Create personas duringthe research phase to help identify and empathise with users
  • 23.
    23 During ideation anddefinition use personas to qualify ideas
  • 24.
    24 In test andprototype they form a basis for recruitment
  • 25.
    25 Personas also formthe basis for website and service live optimisation / customisation
  • 26.
    26But wait there’smore Use them as a tool to engage clients with human entered design Identify opportunity and areas for innovation Provide focus on core features to ensure speed to market Measure effectiveness of current and future solutions
  • 27.
  • 28.
    28Common elements (alloptional) Name Occupation Quote Capability sliders Story Pain points Goals Devices
  • 29.
  • 30.
    30Talk to thefront line staff
  • 31.
    31Talk to themarketing team
  • 32.
    32Bring them togetherto talk about the findings
  • 33.
    33Create a plan Whatdo we know? What do we want to find out? Who are we talking to? Where will this take place? How long do we have? What will the outcomes be?
  • 34.
    34Adding some moredata quantitative qualitative
  • 35.
    35Tell me thefacts quantitative Data from reportable sources with numerical characteristics
  • 36.
    36Quantitive data ‣Online TrafficAnalytics - GA / Omnivore ‣Marketing demographics - Nielsen ‣Australian Bureau of Statistics ‣Survey respondents ‣Social media analysis ‣Google insights ‣Harvard business review / Gartner
  • 37.
    37Agency reports /white papers
  • 38.
    38Tell me astory Data direct from user observations and interaction, usually difficult to measure numerically qualitative
  • 39.
  • 40.
  • 41.
  • 42.
  • 43.
  • 44.
    44Analysing the data Combinedata sets Group data and look for patterns Define the user segments Define measures to be used Discuss and refine Conduct additional research
  • 45.
  • 46.
  • 47.
  • 48.
    48The task -Metro 2020
  • 49.
    KEY OBJECTIVES Who dowe think will be there? What behaviours are we going to see? Quick assumptions at hand AGENDA 5 minutes 1. List all of the different user groups we expect to see at the station DELIVERABLE N/A 7 RESOURCES ‣ Sticky notes ‣ Sharpies This would be done with the business before research begins
  • 50.
    50The task Guerrilla researchto help understand consumers in and around Flinders st station No interactions with users shadowing / observation only 15-30 minutes
  • 51.
    51 Who is thisuser? What are their goals? How do they behave? What do they think? What are their pain points? What is the context in which they operate? Things to look for
  • 52.
  • 53.
  • 54.
  • 55.
    KEY OBJECTIVE Affinity Mapping Analysis AGENDA 10minutes 1. Group any patterns that emerge. Understand & Discuss as a group 7 Affinity map ‣ Sticky notes ‣ Sharpies
  • 56.
  • 57.
    KEY OBJECTIVES Face toface interview Interviews AGENDA 10 minutes DELIVERABLE Interview notes 7 RESOURCES ‣ Sticky notes ‣ Sharpies 1. Find out as much as you can about your designated user onto the interview sheet 2. Use 5x Why’s exercise
  • 58.
  • 59.
    KEY OBJECTIVES Basic PersonaCreation PERSONA CREATION EXERCISE AGENDA 20 minutes 1. Looking at the templates which one do we feel is best suited? 2. Generate personas based on data at handDELIVERABLE Persona draft 7 RESOURCES ‣ Sticky notes ‣ Sharpies
  • 60.
  • 61.
    KEY OBJECTIVES Testing personason current products PERSONA CREATION EXERCISE AGENDA 10 minutes 1. Test out the personas on the metro website, PT app, tram tracker DELIVERABLE N/A 7 RESOURCES ‣ Apps ‣ Laptop / internet
  • 62.
  • 63.
    63Try to avoid Blandpersonas Personas which are too stereotypical No real data No first hand knowledge Smashing magazine have a couple of good persona guides
  • 64.
  • 65.
    65Use real stories Videois a great format to capture these stories and costs very little
  • 66.
    66Make them partof discussion
  • 67.
    67 Smashing Magazine hassome easy to read resources http://www.smashingmagazine.com/2014/08/06/a-closer-look-at-personas-part-1/ http://www.smashingmagazine.com/2014/08/13/a-closer-look-at-personas-part-2/ Interaction design foundation has the most exhaustive explanation https://www.interaction-design.org/encyclopedia/personas.html Cooper was a keen proponent for personas as part of goal directed design http://www.dubberly.com/articles/alan-cooper-and-the-goal-directed-design-process.html And his book http://www.itu.dk/people/russel/B%F8ger/Pearson.-.The.Inmates.Are.Running.the.Asylum.pdf Other resources
  • 68.
    68Other resources -random user generator
  • 69.
    69Other resources -fake identity generator
  • 70.
  • 71.