For user centred design to be effective, a company needs to have a common understanding of who the user is...that's where personas come in. Create a common language about our users, their needs, behaviours and motivations and bring them to the fore front of Designers and Product Managers minds.
In this course you will learn the core principles involved in creating and using personas effectively within your organization in both waterfall and Agile environments.
How Rapid Feedback improves the design process (Luke Jones, cxpartners)cxpartners
Working closely with clients helps get feedback as quickly and smoothly as possible. In this presentation Luke Jones explains how on a recent cxpartners project he improved collaboration by using the 'Rapid Feedback' method.
A workshop for the Cam Creative Meetup group on 27 August 2014 which I ran with Anusha Iyer. The aim of the workshop was to give participants an understanding of how they could influence the UX design process. Only a few participants in the workshop were UX Designers, the rest of the group was made up of graphic/visual designers, web designers, developers, marketers and writers.
We gave participants a design problem and persona and they had just over an hour to come up with a design solution using the design studio (or design charrette) method.
Don't have time to conduct full blown user-research to understand your users? When I joined the company, I was in a similar situation, so conducted to get a hint about how the current users of SwitchMe are, who converts, who doesnt converts etc. I invited total 8 people from the customer-facing sales team, support team and founders of the company to this workshop.
After that I spoke with a bunch of customers from each segment to validate/discard my learning from the data collected from workshop.
Slides from a glass on personas I gave at General Assembly Melbourne.
Might not make a lot of sense without commentary next time i will record it i promise.
Defining Personas is an introduction to the usage of "Personas" in User Experience.
Helps identifying the user groups of the website we're developing...by selecting characteristics of those groups.
This workshop is a precursor to creating full, research-backed personas, and is aimed to externalize what stakeholders already know about their customers - to share prior knowledge and assumptions through experience working at your company, interacting with users, and data generated by users. The provisional personas developed here are also known as: Proto-Personas, Ad Hoc Personas, Strawman Personas, Skeletal Personas, or Pragmatic Personas.
Personas Bootcamp - Where Product Meets User NeedsMauricio Perez
A one-night UX / CX Bootcamp presentation about Personas in Sydney, Australia for General Assembly students. Topics include:
• Why personas are a powerful tool for product development
• Types of field research methods
• How to analyze the data collected
• Create personas and scenarios
• How to use personas effectively
New Frontiers: UX Professional as Business ConsultantCindy Chastain
We talk a lot about cross-channel experiences and how to address these new challenges as designers, but what about using our design skills, our hard won knowledge and empathy for customers to help companies decide what products and services will help grow their business? While companies are coming round to the value of customer experience, they're struggling to acquire the skills needed for creating and managing touch points as well as understanding and prioritizing needs. And when we're talking multi-channel ecosystems, who's better equipped to address this complexity than those who have the skill set to not only understand it, but to design it and guide how it's built.
From optimizing the cross-channel customer experience, to creating new product and service extensions, we're heading into a prime moment for bringing our toolkit into the business arena. This talk is meant to be both a thought starter a around how UX can begin to play a substantive role in a company's digital strategy. Using examples from my own experiences and input from a variety of seasoned practitioners, we'll examine the challenges and map the opportunities across our own journey as UX professionals who are starting to think about what's next.
How Rapid Feedback improves the design process (Luke Jones, cxpartners)cxpartners
Working closely with clients helps get feedback as quickly and smoothly as possible. In this presentation Luke Jones explains how on a recent cxpartners project he improved collaboration by using the 'Rapid Feedback' method.
A workshop for the Cam Creative Meetup group on 27 August 2014 which I ran with Anusha Iyer. The aim of the workshop was to give participants an understanding of how they could influence the UX design process. Only a few participants in the workshop were UX Designers, the rest of the group was made up of graphic/visual designers, web designers, developers, marketers and writers.
We gave participants a design problem and persona and they had just over an hour to come up with a design solution using the design studio (or design charrette) method.
Don't have time to conduct full blown user-research to understand your users? When I joined the company, I was in a similar situation, so conducted to get a hint about how the current users of SwitchMe are, who converts, who doesnt converts etc. I invited total 8 people from the customer-facing sales team, support team and founders of the company to this workshop.
After that I spoke with a bunch of customers from each segment to validate/discard my learning from the data collected from workshop.
Slides from a glass on personas I gave at General Assembly Melbourne.
Might not make a lot of sense without commentary next time i will record it i promise.
Defining Personas is an introduction to the usage of "Personas" in User Experience.
Helps identifying the user groups of the website we're developing...by selecting characteristics of those groups.
This workshop is a precursor to creating full, research-backed personas, and is aimed to externalize what stakeholders already know about their customers - to share prior knowledge and assumptions through experience working at your company, interacting with users, and data generated by users. The provisional personas developed here are also known as: Proto-Personas, Ad Hoc Personas, Strawman Personas, Skeletal Personas, or Pragmatic Personas.
Personas Bootcamp - Where Product Meets User NeedsMauricio Perez
A one-night UX / CX Bootcamp presentation about Personas in Sydney, Australia for General Assembly students. Topics include:
• Why personas are a powerful tool for product development
• Types of field research methods
• How to analyze the data collected
• Create personas and scenarios
• How to use personas effectively
New Frontiers: UX Professional as Business ConsultantCindy Chastain
We talk a lot about cross-channel experiences and how to address these new challenges as designers, but what about using our design skills, our hard won knowledge and empathy for customers to help companies decide what products and services will help grow their business? While companies are coming round to the value of customer experience, they're struggling to acquire the skills needed for creating and managing touch points as well as understanding and prioritizing needs. And when we're talking multi-channel ecosystems, who's better equipped to address this complexity than those who have the skill set to not only understand it, but to design it and guide how it's built.
From optimizing the cross-channel customer experience, to creating new product and service extensions, we're heading into a prime moment for bringing our toolkit into the business arena. This talk is meant to be both a thought starter a around how UX can begin to play a substantive role in a company's digital strategy. Using examples from my own experiences and input from a variety of seasoned practitioners, we'll examine the challenges and map the opportunities across our own journey as UX professionals who are starting to think about what's next.
Presentation from 2013 NextGen conference in Washington DC. Peer Insight's Natalie Foley and Jessica Dugan presented how to use Customer Journey Mapping to understand your customer.
Website design--pre-testing Neuromarketing - agence de publciité Montréalb-to-one
Website design--PRE-TESTING - USER ENGAGEMENT PRETESTING Neuromarketing - agence de publciité Montréal Montreal Web design - Montreal advertisng - publicité Montréal marketing Montreéal
http://btoone.com
Aspire Professional camp - Intro to Design ThinkingTudor Juravlea
These are the supporting slides for a crash course to Design Thinking that we facilitated on 14 July 2017 at Poiana Brașov (Romania) for the ASPIRE Professional camp participants.
Visit the Design Thinking Society website for news about our learning and consultancy programs: www.designthinkingsociety.com
Join our Design Thinking Bucharest community on Meetup.com and join our meetings:
https://www.meetup.com/Design-Thinking-Bucharest/
Join our Romanian Design Thinking Group on Facebook: https://www.facebook.com/groups/design.thinking.romania/
Who you are. What you (now) need to know. And how to collaborate (well) with...Cindy Chastain
My portion of the IA Summit Beyond Findability pre-con workshop produced by Andrew Hinton. The presentation focuses on resolving the identity crisis many UX teams feel by first encouraging practitioners to look at who the are and what they (now) need to know, and the importance of collaborating (well) with peers of other disciplines. Other presenters include, Joe Lamatia, Erin Malone, Christian Crumlish and Joe Lamantia.
Design Thinking is an innovative approach to solve the problems. It usually involves a unique way of collectively finding the alternatives and options by brainstorming and consulting with others.
We’ll explore critique as both an activity and an aspect of any communication or collaboration. Attendees will walk away with:
A clearer understanding of critique is and why asking for “feedback” is problematic.
Methods for gathering useful feedback from clients and teammates.
Ideas on how to introduce team members to the idea of critique and get everyone using it.
An understanding of where critique fits within the design processes and how to incorporate it into projects.
In this presentation we explore the link between business need and customer need and how to innovate (and remove business problems or discover business opportunities) through persona creation and Design Thinking
This presentation was given at a Professional Development Inservice day for teachers of grades K-1. This was an introductory session into Design Thinking in education. For more information email thoma.1@napls.us
Easy UX Process Steps Must follow by every UX Designer Think 360 Studio
User experience (UX) and user interface (UI) designers are essential for any startup business. The ordinary generalization for ux designer is that they are regular graphic or visual designers. UX designers wear numerous caps in a startup. This includes showcasing, arranging, planning, imparting and testing. Every UX designer should follow these simple process.
Designing a new end-to-end grant experience from ground up, from outside in.
In November 2014, SG Enable started a design sprint project with Outsprint to envision a new end-to-end experience for their new grant. This project tapped on human-centered design tools and techniques to help SG Enable better understand the needs and challenges faced by grant applicants, grant makers and other partners. This report captures the findings and ideas generated from the project.
SG Enable | SG Enable is an agency dedicated to enabling persons with disabilities.
https://www.sgenable.sg/
Outsprint | The fastest way to innovate public policy & social services.
http://outsprint.io
In May 2018 Roxana Cociorda and Anouschka Scholten joined the mentorship program started by Ladies That UX Amsterdam as mentee and mentor. This 3-month program ended up to be very valuable for both in work and even in their personal life, the mentorship continues. Roxana and Anouschka share their experience and why it's such a powerful relationship: it boosts creative confidence and challenges the system:)
本文件是源自於Acumen+網站上的MOOCs課程「設計工具組:以人為本設計的課程(Design Kit: The Course for Human-Centered Design)」第一週課程講義 ( https://novoed.com/design-kit-q2-2015/home ),歡迎與我聯絡討論設計思考,文中翻譯有建議也請不吝告知,謝謝。
本文件是源自於Acumen+網站上的MOOCs課程「設計工具組:以人為本設計的課程(Design Kit: The Course for Human-Centered Design)」第二週課程講義 ( https://novoed.com/design-kit-q2-2015/home ),歡迎與我聯絡討論設計思考,文中翻譯有建議也請不吝告知,謝謝。
Goodbye, Focus Groups. Hello, Friendship Groups! New Techniques for Design Re...UXPA International
The way people consume information, interact with digital, and how they live today are a complete 180-degrees from 30 years ago. So, why are we still using traditional research methods like interviews, focus groups, and surveys to extract the what, why, and how from users? Are focus groups really a better methodology? How honest would you be in a room full of strangers for two hours? Obtaining true motivations is not easily done with traditional methods. Emily Chu and Zarla Ludin of Motivate Design will present alternative, innovative methods such as friendship circles, quick hits, act it out, reality checks, and align behavior checks to help researchers more accurately discover user motivations and behaviors. The presenters will ask for volunteers to adopt certain user scenarios and demonstrate some of the research techniques discussed.
We all know that content is an integral part of a product’s user experience. And in the past decade, content strategists have become an important part of many web user experience teams. So why are so many product companies still missing out on content strategy?
That’s what we wanted to know at Shopify. So we started a content strategy team. Find out what worked for us, what failed miserably, and what happened in between.
You’ll learn why your product team needs dedicated content strategists, and how to integrate content strategy into the user experience practice you already have. No (budget for) content strategists? You’ll also learn how your UX team can create better product content right this minute, even if you don’t have the luxury of a dedicated content team (yet).
Presentation from 2013 NextGen conference in Washington DC. Peer Insight's Natalie Foley and Jessica Dugan presented how to use Customer Journey Mapping to understand your customer.
Website design--pre-testing Neuromarketing - agence de publciité Montréalb-to-one
Website design--PRE-TESTING - USER ENGAGEMENT PRETESTING Neuromarketing - agence de publciité Montréal Montreal Web design - Montreal advertisng - publicité Montréal marketing Montreéal
http://btoone.com
Aspire Professional camp - Intro to Design ThinkingTudor Juravlea
These are the supporting slides for a crash course to Design Thinking that we facilitated on 14 July 2017 at Poiana Brașov (Romania) for the ASPIRE Professional camp participants.
Visit the Design Thinking Society website for news about our learning and consultancy programs: www.designthinkingsociety.com
Join our Design Thinking Bucharest community on Meetup.com and join our meetings:
https://www.meetup.com/Design-Thinking-Bucharest/
Join our Romanian Design Thinking Group on Facebook: https://www.facebook.com/groups/design.thinking.romania/
Who you are. What you (now) need to know. And how to collaborate (well) with...Cindy Chastain
My portion of the IA Summit Beyond Findability pre-con workshop produced by Andrew Hinton. The presentation focuses on resolving the identity crisis many UX teams feel by first encouraging practitioners to look at who the are and what they (now) need to know, and the importance of collaborating (well) with peers of other disciplines. Other presenters include, Joe Lamatia, Erin Malone, Christian Crumlish and Joe Lamantia.
Design Thinking is an innovative approach to solve the problems. It usually involves a unique way of collectively finding the alternatives and options by brainstorming and consulting with others.
We’ll explore critique as both an activity and an aspect of any communication or collaboration. Attendees will walk away with:
A clearer understanding of critique is and why asking for “feedback” is problematic.
Methods for gathering useful feedback from clients and teammates.
Ideas on how to introduce team members to the idea of critique and get everyone using it.
An understanding of where critique fits within the design processes and how to incorporate it into projects.
In this presentation we explore the link between business need and customer need and how to innovate (and remove business problems or discover business opportunities) through persona creation and Design Thinking
This presentation was given at a Professional Development Inservice day for teachers of grades K-1. This was an introductory session into Design Thinking in education. For more information email thoma.1@napls.us
Easy UX Process Steps Must follow by every UX Designer Think 360 Studio
User experience (UX) and user interface (UI) designers are essential for any startup business. The ordinary generalization for ux designer is that they are regular graphic or visual designers. UX designers wear numerous caps in a startup. This includes showcasing, arranging, planning, imparting and testing. Every UX designer should follow these simple process.
Designing a new end-to-end grant experience from ground up, from outside in.
In November 2014, SG Enable started a design sprint project with Outsprint to envision a new end-to-end experience for their new grant. This project tapped on human-centered design tools and techniques to help SG Enable better understand the needs and challenges faced by grant applicants, grant makers and other partners. This report captures the findings and ideas generated from the project.
SG Enable | SG Enable is an agency dedicated to enabling persons with disabilities.
https://www.sgenable.sg/
Outsprint | The fastest way to innovate public policy & social services.
http://outsprint.io
In May 2018 Roxana Cociorda and Anouschka Scholten joined the mentorship program started by Ladies That UX Amsterdam as mentee and mentor. This 3-month program ended up to be very valuable for both in work and even in their personal life, the mentorship continues. Roxana and Anouschka share their experience and why it's such a powerful relationship: it boosts creative confidence and challenges the system:)
本文件是源自於Acumen+網站上的MOOCs課程「設計工具組:以人為本設計的課程(Design Kit: The Course for Human-Centered Design)」第一週課程講義 ( https://novoed.com/design-kit-q2-2015/home ),歡迎與我聯絡討論設計思考,文中翻譯有建議也請不吝告知,謝謝。
本文件是源自於Acumen+網站上的MOOCs課程「設計工具組:以人為本設計的課程(Design Kit: The Course for Human-Centered Design)」第二週課程講義 ( https://novoed.com/design-kit-q2-2015/home ),歡迎與我聯絡討論設計思考,文中翻譯有建議也請不吝告知,謝謝。
Goodbye, Focus Groups. Hello, Friendship Groups! New Techniques for Design Re...UXPA International
The way people consume information, interact with digital, and how they live today are a complete 180-degrees from 30 years ago. So, why are we still using traditional research methods like interviews, focus groups, and surveys to extract the what, why, and how from users? Are focus groups really a better methodology? How honest would you be in a room full of strangers for two hours? Obtaining true motivations is not easily done with traditional methods. Emily Chu and Zarla Ludin of Motivate Design will present alternative, innovative methods such as friendship circles, quick hits, act it out, reality checks, and align behavior checks to help researchers more accurately discover user motivations and behaviors. The presenters will ask for volunteers to adopt certain user scenarios and demonstrate some of the research techniques discussed.
We all know that content is an integral part of a product’s user experience. And in the past decade, content strategists have become an important part of many web user experience teams. So why are so many product companies still missing out on content strategy?
That’s what we wanted to know at Shopify. So we started a content strategy team. Find out what worked for us, what failed miserably, and what happened in between.
You’ll learn why your product team needs dedicated content strategists, and how to integrate content strategy into the user experience practice you already have. No (budget for) content strategists? You’ll also learn how your UX team can create better product content right this minute, even if you don’t have the luxury of a dedicated content team (yet).
Remote, unmoderated testing is as reliable as lab-based testing - and other c...UXPA International
Usability testing is by far the most widely used usability method. Nonetheless, it's often conducted with poor or unsystematic methodology and thus doesn't always live up to its full potential. This panel will present a lively discussion about a number of controversial beliefs about usability testing and discuss if they are truths or myths.
IGNITE: How to Accidentally Create a Viral UX Infographic - Jennifer AldrichUXPA International
A year ago I drew a UX themed doodle that went unexpectedly, internationally viral in a matter of days. During this Ignite session I'll describe what led up to the creation of the doodle, some lessons I learned after it went viral, and 5 quick tips on how you can make the greatest level of impact with your infographics.
How to Make the Web Easier for Users with Limited Literacy Skills - Sandy Hil...UXPA International
43% of Americans only read at a basic or below basic level, but how many of us develop, design, and test our interactive tools and websites with this in mind? In this session, we’ll examine how we can adapt user-centered design principles to engage a wider audience, while bringing clarity and ease to existing users.
Focusing on users with limited literacy skills, we’ll explore how to:
Co-create interactive tools and websites
Develop effective and engaging content
Optimize visual design for clarity and accessibility
Throughout our hands-on session, we’ll work with case studies and examples from our years of work in health communication. You’ll learn specific strategies to integrate best practices for limited literacy challenges into your existing workflow.
How can you tackle the process of updating a mature interface? In this presentation, I will discuss our team’s approach to quickly transform the look and feel of GoToMeeting, GoToWebinar and GoToTraining for Mac over a period of four months. Learn how we kept our project on track by saying no to all but the most essential improvements, and how we incorporated design feedback without falling prey to out-of-scope requirements. I'll explain my design process and how I supported the team in my role as scrum master. You will see visual design changes that were tried and discarded, and most importantly, what impact the visual changes had on our user community. This talk will cover what can realistically be done in a short period of time to improve your interface without overcommitting, and where to go after the first release.
1/7 of the UXPA 2014 Ignite session "Ethical Dilemmas in UX"
Ever wondered if you should ask THAT question? Join us for a series of passionate speakers sharing their thoughts on ethics, what difficult situations they have faced, what they did, and why. Topics will cover lab situations, field situations and business situations. You will gain tactics to use in the future when issues arise.
Join this session as the presenter shares key insights to help you clearly define your value and separate you from your peers. If you do not define your own brand, then others will define your brand for you. Companies like to work with people that have a great reputation and a great promise of value. Be credible in your space - discover, design, and differentiate yourself. Make it easy for someone to find you and want to do work with you.
Selling yourself is challenging, this session will help you learn how to stand out, how to present yourself and present your work. The majority of the session will focus on:
1. How to assess your current brand (in person and digitally)
2. Identify what is unique about you and how to stand out
3. Develop your personal brand plan and how to stand out online
Stand Out to Get In
“Faux”cus Groups: Reimagining Groups to Uncover Behavioral Insights in User R...UXPA International
What if there was a way to take advantage of the benefits of group sessions without losing the individual depth of findings of 1:1 sessions?
Over the last 7 years, our team has applied numerous research methods to align with client needs and research goals. Having discovered firsthand that no research method is perfect, the team has created a new approach to group-based research. Inspired by Co-Design, Focus Groups, and Contextual Inquiry, we’ve combined individual activities with group sessions in order to bring to light individual’s experiences, motivations, and ideas without losing the creative aspect of the group dynamic. The approach, Collaborative Experience Mapping, allows participants to provide individual in-depth feedback while avoiding many of the pitfalls of group-based research.
We will present an interactive deep-dive into the nuances of our methodology; explain what we’ve learned throughout our projects and how you can apply it to your own research efforts.
Pre-Conference Course: Wearables Workshop: UX Essentials - Phillip LikensUXPA International
Let's go zero to wireframe with wearables!
Wearables can be tough to understand and design for, especially if you don’t have experience with the hardware. In one evening we’ll get you up to speed on wearable technology. We’ll talk about two trends, context and continuity, and focus on how those trends will impact the user experience of screen-based wearables. Then we’ll spend the rest of our time getting hands-on by wire framing a smart watch app.
In this workshop we will:
Explore the world of wearables, and hone in on smart watches.
Explore the challenges that come along with screen-based wearables - specifically context and continuity.
Get hands-on with smart watches - wireframing a smart watch app with feedback and discussion.
You’ll leave this workshop with the skill and knowledge you need to get started designing the UX for smart watches.
Intro into the IGNITE session at UXPA 2015. During this ignite track you'll learn about some cutting edge UX tools and methodologies, as well as some fascinating design psychology topics that you can apply to your upcoming projects.
What the *UX?!? A Structured Approach to Tackling UX Strategy - Steve Dennin...UXPA International
UX Strategy is a term that has been around for quite a while but is often not really well understood or implemented in business. Some companies have dedicated UX teams while others have a single UX champion who is struggling to make sense or identify what UX means to their organisation. How can organisations start thinking about how to bake UX into how they work? In this course we will take a pragmatic look at deconstructing what UX and UX strategy means to organisations, and look at a framework to provide practical strategies to help connect UX Strategy to Business Strategy with the aim of truly embedding user insights and user centered design into the culture of their organisations.
Adversarial to Harmonious: Building the Developer/UX ConnectionUXPA International
Ever worked on a project where Design and Development blended like oil and water? Whether you're on a UX team of one, or designing with the help of a whole department, the success of your work ends up in the hands of a developer.
Teams with specialized skillsets and certain cross-team cultures can put up walls between designers and developers. We will deconstruct these adversarial relationships from real-world examples, then learn how to convince, collaborate, and co-create.
Being stuck in a storming phase isn’t good for you, your product, and ultimately your users. Bringing harmony to your team is important to your success and your sanity. Hone your best expertise to build relationships, handle differences of opinion, and learn to speak geek to be heard!
Walk out with tools and techniques to stay efficient and deliver the best possible experience for the real human beings who will use it.
In science fiction and action films, gestural interfaces are everywhere, and new gestural input technologies generate a lot of anticipation with their kickstarter videos. And yet in the real world, gestural input (with the exception of multitouch) has gained little traction. Why is that?
We've been working with a variety of gestural technologies, trying to incorporate them into professional products, and we have learned where the problems are, and what we need to do to cross the divide between hype and practice.
This presentation looks at the current state of gestural input technologies, analyses the strengths and failings of each, and charts a course to using them successfully. We present a case study showing how and why gestures need to be curated across different form-factors, and give some tips on how to test.
As a UX Pro, I've dealt with clients for 15 years doing user research and product design. Some clients are a dream while others can be sheer nightmares. We all develop strategies to cope and to CYA (Cover Your Apples). In 2014, I became an entrepreneur and "The Client." I discovered a whole new world of Baloney Sandwiches that vendors were trying to feed me. Talking to other Product Owners and CEO's, I discovered some trends when working with designers, consulting firms, agencies, and dev houses. I realized that my consulting practice was guilty of some of these no-no's too. This talk will go over Dos and Don'ts for working with clients. We'll cover things like visibility, process, milestones, work products, and more.
Design Studios are a popular method for getting product teams together to focus on design. Design Studios are more than just getting people together to sketch and critique. In this workshop, Brian Sullivan, author of The Design Studio Method: Creative Problem Solving with UX Sketching, will share his secrets to planning, running, and leading successful Design Studios
In this workshop, you will learn:
Ways to creative and evaluate sketches quickly
See different tools to get you started
The 9 Steps of a Design Studio
Stories of success and failure in Design Studio
How to deal with difficult people/strong personalities
We will have plenty of time for your burning questions, too.
Red Herrings: Debunking the Pop Psychology of Color (Elizabeth Allen)UXPA International
It’s no secret that color is important to designers: when employed correctly, color not only looks pretty, but also can capture attention, convey a message, and toy with emotions. The problem is, UXers often miss the mark when thinking about how to use color effectively – we rely on “pop psychology” knowledge that hasn’t been supported by scientific research, or even worse, is just plain wrong. In this presentation, I’ll use fun visual demos and interesting color perception research to explore the RIGHT ways to use color to communicate emotion, significance, and meaning when designing user experiences. I’ll also discuss how to design more accessible experiences for people with color perception problems, such as colorblind and older users. You will leave the session with a number of flexible color-choice strategies for designs that are more memorable, meaningful, and easier to use!
Incorporating user personas in software engineering and design processesOmotayo Madein
This presentation is focused 3 main areas:
- Understand personas, how to create them and their impact on software engineering.
- How personas can be adapted for use in making decisions on engineering teams
- How to create a proto-persona within your team.
We will present a case study that details our approach for replacing user personas with user roles for a multi-national SAAS company. We will take the audience on a journey that starts with an executive request for personas, travels through the tribulations of realizing personas suck, and concludes with convincing others to accept a new and innovative way to understand the people who use the product. Our key message is that personas lack real value for organizations that already understand the importance of empathizing with users. Building user-centered products requires easily accessible and well organized user insights. We will discuss defining users through a process of stakeholder consultation and content review, and structuring data around Jobs to Be Done and product interactions. We will also discuss the dissemination of user roles in our organization using relational databases, interactive dashboards and online wikis. Spoiler alert, our stakeholders loved user roles!
As designers, we use empathy to solve critical leadership problems in our teams, and as servant leaders, our purpose is to serve others in a meaningful and productive manner.
Stakeholders, Users & Discovery - Smart Energy Challenge 2015Sam Rye
Workshop slides about Stakeholders, Users & Discovery.
Highlights:
- Who are our stakeholders, and how do we identify & keep track of them all?
- Who are our key users, and how do we get to know them better?
- What do we need to be aware of when we get out of our ivory tower and speak to people?
Requirements Engineering for the HumanitiesShawn Day
This workshop explores how requirements engineering can be employed by digital and non-digital humanities scholars (and others) to conceptualise and communicate a research project.
requirementsEngineeringAs the field of digital humanities has evolved, one of the biggest challenges has been getting the marrying technical expertise with humanities scholarly practice to successfully deliver sustainable and sound digital projects. At its core this is a communications exercise. However, to communicate effectively demands an ability to effectively translate, define and find clarity in your own mind.
This presentation aims to teach others how to use the user centered design methodology known as personas.
Personas are archetypes (models) that represent groups of real users who have similar behaviors, attitudes, and goals. A persona describes an archetypical user of software as it relates to the area of focus or domain you are designing for as a lens to highlight the relevant attitudes and the specific context associated with the area of work you are doing.
User Empathy: Prioritizing Users in your UX ProcessMary Fran Wiley
A discussion on what user empathy is and how you can make sure that your UX process prioritizes users. Includes tips for doing this in WordPress. From WordCamp Chicago 2017
User Persona Design in User Story Mapping.pdfStoriesOnBoard
Expert tips for user persona design in a user story map.
- Where to start with user personas?
- Type of user personas
- Expert tips from UI/UX designers
- How do user personas help with prioritization and release planning?
- User persona examples
How do you build products that meet the needs of actual people, without talking to 7.5 Billion people? The answer is to use Personas, a tool for designers and devs to represent the key identities and problems our customers want to solve in a simple way that can be shared as a team and help keep your team build something people want.
Design for Covid-19 Challenge Webinar 2: Ideation Phase Aqeela A. Somani
This is our second webinar from Design for Covid-19 Challenge. Our focus for this webinar is on the Ideation Phase. It provides participants with frame works and tools on how to create a solution.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
This comprehensive presentation with over 320+ slides covers 36 commonly used Design Thinking frameworks, mindsets and methods for Customer Experience innovation and redesign.
A detailed summary is provided for each design framework. The frameworks in this deck span across the inspiration, ideation and implementation phases of Design Thinking.
INCLUDED FRAMEWORKS & METHODOLOGIES:
1. Design Thinking
2. Assume a Beginner's Mindset
3. Persona
4. Empathy Map
5. Interviews
6. Extreme Users
7. Point Of View
8. "How Might We" Questions
9. Design Brief
10. Stakeholder Map
11. Customer Journey Map
12. Context Map
13. Opportunity Map
14. Brainstorming
15. SCAMPER
16. Affinity Diagram
17. Ideas Evaluation Matrix
18. Prioritization Map
19. Prototypes
20. Rapid Prototyping
21. Storyboard
22. Storytelling
23. Role Play
24. 2x2 Matrix
25. Ways to Grow Framework
26. Feedback Capture Grid
27. 70-20-10 Rule
28. Kano Model
29. Customer Profile
30. Value Proposition Map
31. Value Proposition Canvas
32. Business Model Canvas
33. The Golden Circle
34. Five Whys Analysis
35. ADKAR® Model for Individual Change
36. Kotter's Change Management Model
These frameworks and templates are used in many design firms. With this comprehensive document in your back pocket, you can find a way to address just about any problem or design challenge that can arise in your organization.
The level of detail varies by framework, depending on the nature of the model. Examples and templates are provided.
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4. Identify barriers to persona impact
3 Principles for success
Hands on experience
Workshop overview
5. Agenda - morning
09:00 - 09:30 Welcome
09:30 - 10:00 The problem with personas
10:00 - 10:30 Principle 1 - Be the voice of the user
10:30 - 10:45 Break
10:45 - 11:15 Activity: State of the nation
11:15 - 12:15 Principle 2 - Be relevant & engaging
12:15 - 12:45 Activity: Sketch persona skeleton
12:45 - 13:45 Lunch
6. Agenda - afternoon
13:45 - 14:30 Principle 3 - Be credible
14:30 - 15:30 Activity: Triad interviews & affinity mapping
15:30 - 15:45 Break
15:45 - 16:00 Crafting personas
16:00 - 16:30 Activity: Create your personas
16:30 - 16:45 Show & tell
16:45 - 17:00 Wrap-up
10. Kim Goodwin
Designing for the Digital Age
“Personas are a user archetype you
can use to help drive decisions about
product features”
11. “Personas summarize user
research findings and bring
that research to life in such
a way that everyone can
make decisions based on
these personas, not based on
themselves.” Steve Mulder
The User Is Always Right
39. Thinking about your team or organisation, take 5
minutes to complete the “State of the nation”
sheet in your packs.
Each of us will then share our answers with the
group and discuss what our answers mean with
regards to how we might approach our persona
project.
42. ● We identified that you have different persona end users
● It’s highly likely that your primary persona end users will have different needs /
uses for the personas
● Crucially you need to think about these people early on and utilise them in your
persona project
From our “State of the nation activity”...
53. Who is the persona sponsor ?
● They represent and take action on behalf of one of the primary stakeholder
groups / disciplines you identified in the “State of the nation” exercise.
● They need not be the most senior person within that discipline.
● They have the respect of the discipline they speak on behalf of.
● They may or may not be the biggest advocate of personas at the start of the
process, but is your job to make sure they are by the end.
● They may not be a person you currently know - reach out to the teams and get
their input.
54. ● NOTE this is not a formality to “tick the box” that you are being collaborative.
● The persona sponsor is not there just to “sign things off” or talk about how well
the project went at the end.
● They have to be engaged to give you constant feedback, direction, advice and
most importantly help you access others member of the groups / teams /
disciplines they represent.
● Consequently they must give you their time. In Google this would probably be
someones 20% time project for several months.
What is the role of the persona sponsor ?
55. ● You need a sponsor for each of your primary persona end user groups where you
envisage that group having a significant need for the persona work.
● Do not build a “grand committee”.
● Build a small autonomous group that can make decisions and allow you to move
quickly.
How many persona sponsors do I need ?
56. ● Mobile Engineering (Senior Engineer)
● Product (Product Manager)
● UX (Designer)
● Marketing (Marketing Lead)
● Operations (Operations Manager)
● Senior Stakeholder (Clubcard Brand Director)
Persona sponsor example
58. ● Software Engineers are used to solving problems, usually through building and
deploying code (be that front-end or back-end).
● Typically Software Engineers think about very practical solutions to problems,
and perhaps the overall UX may not be at the forefront of their mind.
● It’s quite likely that to some extent the Software Engineer is coding and building
software based wholly or partly on their own own needs.
Engineers : How they think
59. ● Software Engineers are most satisfied when they solve a problem or when faced
with a challenge that seems almost impossible.
● Software Engineers in teams can be quite competitive and really thrive off
friendly inter engineer team competition.
Engineers : How they think
60. ● Be careful not to lose Software Engineers by framing your personas in the
abstract too much.
● Ensure the personas talk and visualise problems the persona has with the
software, and have these problems prioritised.
● Ensure the persona makes references to challenges they face and the long-term
needs they have as this will stimulate the Software Engineer to start thinking
about solving a challenging problem.
● Software Engineers not surprisingly are often very very data driven, so
triangulation with quant data can really help validate the persona in the eyes of
the Software Engineer.
Engineers : Persona needs
63. ● Obviously they think about user needs, and how the work they do can make a
difference to the end user.
● Often will think in terms of journeys and flows, where they are trying to
understand the context of a problem and the many possibilities there can be.
● Will be thinking about what can be fixed on a product, but also in an ideal world
what the product could be and how amazing it could be given the time and
resources.
● It’s definitely true that UX’ers can sometimes think far more broadly about a
problem or challenge, but this may require time and not be immediate.
UX’ers : How they think
64. ● For UX’ers the persona needs to inspire them to design a better experience based
on that solution.
● Your personas need to call out key differences, otherwise UX’ers may struggle to
tell any differences apart.
● Think about detailing persona journeys, overlaid with user needs on your
personas.
UX’ers : What they might need from personas
65. ● It’s often not about giving very succinct prioritised lists, it’s more about the
persona being an asset that can guide the UX’er in their design work, be that a
very specific design challenge or a broader design question.
● Is often more interested in a deep understanding of a behavior rather than
knowing how many people might exhibit it.
UX’ers : What they might need from personas
68. ● Product Managers (PM’s) like to think about the “Big Picture”, but also how that
breaks down into day to day activities.
● PM’s can be very numbers focused, and will make decisions based on the
evidence around them, but also trust their own judgement.
● PM’s may be thinking about and balancing many problems or activities at a time,
and will look to constantly prioritize.
● For many PM’s its about delivering, as delivery is often the key performance
metric.
● Can be quite unpredictable, and the difference between PM’s in the same
organisation can be substantial.
Product Managers : How they think
69. ● Ensure your personas link back to the product or product area. Again like with
Software Engineers do not be too abstract with your personas.
● Call out how your different personas may need different things from the
software, and the reasons why.
● Ensure the PM can easily digest the persona, and that each persona as 2-3 core
pieces of information in order not to drown the PM.
● Show priorities where possible, and what could have the biggest impact on the
user.
● Information on pain points and insights that can be turned into user stories.
Product Manager : Persona needs
72. ● Will often think of users in terms of “buckets” and “lifecycles” and campaigns.
● Marketing will often think about the user but not in the same way as a UX’er will.
For marketing it’s often about demographics and various subpopulations that
they look to monitor and report on.
● Marketer’s can both be creative and deep thinking when it comes to
understanding the user.
● Marketers generally love their data, particularly survey data as it’s quantifiable
and repeatable.
Marketing : How they think
73. ● Where possible show where your persona may link to or be part of a marketing
segment.
● Show how the persona might respond to marketing messages and campaigns,
and that will help the marketer better understand how to communicate and talk
with the customer.
● If you mention demographic data make sure that doesn’t over power the
persona.
● If you can show how the persona may evolve over time, and how their needs may
change and alter depending on how long they are a customer.
Marketing : Persona needs
76. ● Often they have their focus on the much bigger picture in the team /
organisation.
● They will think in terms of their vision, and consider anything they believe will get
them to that vision.
● Less time is spent about the day-to-day and more about realising goals and
ensuring others are aligned and understand that vision.
● Will be overloaded with information, and unlikely to retain everything they are
told.
Senior Stakeholders : How they think
77. ● How the needs and behaviors of the persona map to their vision
● A clear succinct view of who the customer is.
● The critical challenges the persona faces and linking that clearly to where
opportunities lie.
● A language about the user that they can share and articulate to others.
● Quick facts they can remember and take with them as they talk to others in the
business.
Senior stakeholders : Persona needs
78. Senior stakeholders : Example assets
User Needs
Efficiently find personal content
Be able to easily collaborate on documents
Be able to keep a log of outstanding activities
80. ● Train your stakeholders to moderate
● Train your stakeholders to note take
● Make sure your stakeholders attend interviews with you
● Publish mini vignettes on your progress! Drip feed them “pearls of wisdom” to
feed their interest.
Get your stakeholders involved in the research
83. ● These interviews can be very insightful if your persona End Users have spent time
with customers previously and have knowledge about the product.
But be careful?
● Their view will be heavily based on what they have remembered about their
users, and if they are a user of the product, their view of their users may infact be
a projection of themselves.
● You need to challenge everything that your stakeholder says about the user, in
order that you can start to see the difference between a genuinely useful piece of
insight vs a projection of their self.
The stakeholder interview
87. What is it?
● This is effectively your progress board for your persona project, but it serves
more than just a display, it’s plays a crucial part in your project.
● The persona Board is where you meet and discuss the personas with the
Stakeholder Sponsors, as well as conduct part of your analysis.
Why is it effective?
● It lives in a very prominent place, it’s visual, it changes regularly as the persona
project evolves, it’s an active reminder persona creation is in progress and
persona stakeholders can see you working off the Board.
Persona board (wall)
90. What is it?
● This contains the “need to know” elements of your persona and is aimed at your
secondary stakeholders and the much wider organisation.
Why is it effective?
● This is will raise awareness that a persona project has happened, but you need to
provide a “hook” so those that read the poster can easily find out more or learn
how to use the personas. Think of the poster as a “lure” or a hook.
Where to put them?
● Meeting rooms, communal meeting points, near photocopiers, near daily
standup areas, and the toilets (loo media).
Persona poster
92. What is it?
● This is where you embed yourself in as many sprints as you can handle and start
to disseminate the insights in the persona or personas into the team.
● This will involve you spending time with each team member ensuring they know
about the personas, as well as supporting with the creating of users stories and
helping the PM prioritise the backlog.
Persona sprint
93. Why is it effective?
● It takes the persona and immediately starts transfusing the insights in the
personas into the teams that need to be thinking about and designing for the
Persons.
How do the personas get used?
● The personas are there as a reference point for the team, but ultimately the team
move away from the assets as they begin to learn what is in each persona.
Persona sprint
96. What is it?
● Resist the temptation to not make a Powerpoint deck for your personas. Instead
think of assets you can use that allow you to take teams through the personas
and the key findings.
● With as Expo or Brown Bag you essentially create an engaging board of the
information you want your stakeholders to know, and then you walk them
through the board as if you are telling a story.
Persona brown bag & expo
97. Why is it effective?
● Very useful when in draft stake to walk through with your persona Sponsors and
the teams they represent. They can ask questions and give feedback on the
personas and you will get a more collaborative output rather than organising a
meeting around a board table.
How do the personas get used?
● All personas are displayed, but key parts of the persona are featured in more
details in order that persona End Users can think about what the persona means
for them.
Persona brown bag & expo
99. What is it?
● As soon as you have your draft personas ready you can hold a persona Sprint.
This is where you gather colleagues from across the team (if not the entire team)
and you get them to focus on a user problem /challenge / opportunity identified
by each persona, and come up with solutions.
Hack day (or week)
100. Why is it effective?
● It takes research and makes it actionable through teams working together to
understand the personas, and then actually start prescribing solutions. Engineers
code, UX’ers design and structure - it’s very hands on and allow you to coach and
mentor the team on how to use the personas.
How do the personas get used?
● At every step of the sprint the persona is used as a reference and then as a guide
as the team’s sprint towards solutions and new ideas.
Hack day (or week)
104. What is it?
● These are mini booklets, cards, stickers that encapsulate the essence of each
persona, so that they can be used by the team as they plan and think about the
personas in their everyday activities e.g. sprint planning, estimating, workshops.
Why is it effective?
● The toolkit is something that is used by the teams, and hence it gets the teams to
think about the personas and turn that thinking into solutions.
How do the personas get used?
● The toolkit may not contain the full detail on each persona, but it gives enough
information to be useful in the above scenarios.
Hack day (or week)
108. In your triads, imagine that you need to create a
persona for just one of your persona end user
groups e.g. product, engineering, UX.
Take 10 minutes in your group to think about
and then sketch how you would architect and
display information about your persona to meet
the needs of that persona end user.
114. 1. Use Market Segments
2. Use Analytic Segments
3. Task-Based Segments
Targeted Recruitment
115. 1. Use Market Segments
2. Use Analytic Segments
3. Task-Based Segments
Targeted Recruitment
116. Task-based segments
1. List behaviors
2. Group behaviours
3. Name groups
Approach taken from Indi young’s book Mental Models
117. Brainstorm all the things people do before,
while and after using your product
List all the ways users might behave
differently
List activities using verb-noun format
List behaviours
118. Group by behaviour affinity
Think about the people who do the things
Do NOT group by verb affinity
Group behaviours
122. Qualitative
● Interviews
● Focus groups
● Diary studies
● Call centre logs
● Blogs, websites & review sites
● Metric-based user testing
● Surveys
● Web analytics
● Business Intelligence
Quantitative
123. Deciding what approach to take will depend on ...
...your research questions
...the data you have available and the resources you have to collect data
...the product / products you are creating personas for
...who your persona end users are (look back to our persona : State of the Nation
sheet)
124. 3 Approaches to data-driven personas
● Built from qual data only
● Built from qual data + validated with quant data
● Segmented by quant data + enriched by qual data
125. Built on qual data only
+ve
● Common and useful for teams working in fast-paced agile environments
● Quickly delivers a view of the customer
● Predominantly uses interviews (but may be supplemented with other qual
methods) for data gathering
● Allows the team to make UX and design decisions in the sprint about the users.
-ve
● You may not identify a major behaviour / motivation / need that exists, or be able
to help stakeholders prioritise between personas because you don’t know what
might be the most prevalent/important behaviours / motivations
126. Built from qual data + validated by quant data
+ve
● Great because the personas start with a blank canvas which is then populated
through qualitative insights, which will be deep and meaningful.
● The quant stage can then be used to measure the prevalence of the certain qual
findings, which reassures stakeholders
-ve
● Takes time and is best done in phases
127. Segmented by quant data + enriched by qual data
+ve
● Analytics can reveal patterns of behaviours with your products
● Market segmentation helps us pinpoint the most important customers that need
supporting from a business perspective
● We all know stakeholders often love a bit of Quant!
-ve
● Analytics shows an incomplete picture and assumptions are made which may
lead us down the wrong path
● for personas it may be more appropriate to take a behaviours first approach
rather than start from the position of demographics and spend
130. Triangulate
“Triangulation is a means of checking the integrity of the inferences one draws. It can
involve the use of multiple data sources, multiple investigators, multiple theoretical
perspectives, and/or multiple methods.” (p. 298) He continues: “The strategy of
triangulation is often wedded to the assumption that data from different sources or
methods must necessarily converge or be aggregated to reveal the truth.” (p. 298)
Schwandt, Thomas, A. 2001, Dictionary of Qualitative Research, Sage, Thousand Oaks,
California.
131. Qualitative
● Interviews
● Focus groups
● Diary studies
● Call centre logs
● Blogs, websites & review sites
● Metric-based user testing
● Surveys
● Web analytics
● Business Intelligence
Quantitative
133. Research plan & interview guide
● The research plan outlines the goals, the questions the research will answer and
the methods
● The interview guide contains the themes you’ll explore with the participants
● You involve and collaborate with your persona end users on both of these!
141. Ok so we need you to collect some data.
In your triads, interview each other about your
needs / reasons / and experiences of using the
UXPA conference website. Write down the key
points from each interview. Take 10 minutes per
interview
Take it in turns so that everyone is interviewed.
147. Speaks to a Few Contacts Speaks to Many Contacts
Define key dimensions
148. Speaks to a Few Contacts
Tech Cautious
Makes Infrequent Video Calls
Texts Infrequently
Separates Work & Home Life
Speaks to Many Contacts
Tech Savvy
Makes Frequent Video Calls
texts Frequently
Blends Work & Home Life
149. Speaks to a Few Contacts
Tech Cautious
Makes Infrequent Video Calls
Texts Infrequently
Separates Work & Home Life
Speaks to Many Contacts
Tech Savvy
Makes Frequent Video Calls
texts Frequently
Blends Work & Home Life
Behaviour mapping
150. Speaks to a Few Contacts
Tech Cautious
Makes Infrequent Video Calls
Texts Infrequently
Separates Work & Home Life
Speaks to Many Contacts
Tech Savvy
Makes Frequent Video Calls
texts Frequently
Blends Work & Home Life
151. Speaks to a Few Contacts Speaks to Many Contacts
Tech SavvyTech Cautious
Makes Infrequent Video Calls Makes Frequent Video Calls
Texts Infrequently texts Frequently
Separates Work & Home Life Blends Work & Home Life
Find commonalities
152. Speaks to a Few Contacts
Tech Cautious
Makes Infrequent Video Calls
Texts Infrequently
Separates Work & Home Life
Speaks to Many Contacts
Tech Savvy
Makes Frequent Video Calls
texts Frequently
Blends Work & Home Life
154. Working in your triads, use the data that you
collected in your interviews to define your
dimensions.
Use the paper provided to write your dimensions
on and then plot the response from each
interview.
160. Working in your triads, now start to draft your
persona, thinking carefully about who your
primary persona end user might be.
At this stage it’s a draft (your first version) so don’
t get too stressed about it, just get ideas down on
paper and iterate.
162. Recap
Personas are loved or hated
If personas are to be impactful they must:
1. Be the voice of the user
2. Be relevant and engaging
3. Be credible
For personas to be successful you must plan for impact