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Building Perfect Personas

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July 8, 2014
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Persona Image

Personas

The purpose of personas is to create reliable and realistic representations of your key audience segments for reference. These representations should be based on qualitative and some quantitative user research and web analytics. Remember, your personas are only as good as the research behind them. Effective personas:

  • Represent a major user group for your business
  • Express and focus on the major needs and expectations of the most important users
  • Give a clear picture of the user’s expectations and how they’re likely to interact with your business
  • Aid in uncovering universal features and functionality
  • Describe real people with backgrounds, goals, and values

 

Benefits of Personas

Personas help to focus decisions surrounding business components and decisions by adding a layer of real-world consideration to the conversation. They also offer a quick and inexpensive way to test and prioritise those features throughout the development process. In addition they can help:

  • Stakeholders and leaders evaluate new ideas
  • Designers create the overall look and feel of the service design
  • System engineers/developers decide which approaches to take based on user behaviors
  • Copy writers ensure site content is written to the appropriate audiences

Best Practices for Developing Personas

Personas development belongs at the beginning of the project, as personas can inform business/service functionality, help uncover gaps, or highlight new opportunities.

You may develop one or more personas for a project but limit yourself to the main audiences for the site. For any given project, creating only three or four personas is best. Remember that it is better to paint with a broad brush and meet the needs of the larger populations than try to meet the needs of everyone. The goal of personas is not represent all audiences or address all needs of the business but instead to focus on the major needs of the most important user groups. Focus on small segments of your audience can distraught ideas and take you away from your key focus

To ensure your personas are accurate representations of your users and have the support of your stakeholders throughout the process, you should:

  • Conduct user research: Answer the following questions: Who are your customer and why are they using your business? What behaviors, assumptions, and expectations colour their view of the system?
  • Condense the research: Look for themes/characteristics that are specific, relevant, and universal to the business and its users.
  • Brainstorm: Organize elements into persona groups that represent your target users. Name or classify each group.
  • Refine: Combine and prioritize the rough personas. Separate them into primary, secondary, and, if necessary, complementary categories. You should have roughly 3-5 personas and their identified characteristics.
  • Make them realistic: Develop the appropriate descriptions of each personas background, motivations, and expectations. Do not include a lot of personal information. Be relevant and serious; humour is not appropriate.

Questions to Ask During Persona Development

The following questions and areas of discussion will help you construct a snapshot of the visitors to your site.

Objective Questions
Define the Purpose/
Vision for the business
  • What is the purpose of the business?
  • What are the goals of the business?
Describe the User Personal

  • What is the age of your person?
  • What is the gender of your person?
  • What is the highest level of education this person has received?

Professional

  • How much work experience does your person have?
  • What is your person’s professional background?
  • Why will they come to the site? (User needs, interests, and goals)
  • Where (or from whom) else is this person getting information about your issue or similar programs or services?
  • When and where will users access the site? (User environment and context)

Technical

  • What technological devices does your person use on a regular basis?
  • What software and/or applications does your person use on a regular basis?
  • Through what technological device does your user primarily access the web for information?
  • How much time does your person spend browsing the web every day?
User Motivation
  • What is your person motivated by?
  • What are they looking for?
  • What is your person looking to do?
  • What are his needs?

Elements of a Persona

Personas generally include the following key pieces of information:

  • Persona Group (i.e. web manager)
  • Fictional name
  • Job titles and major responsibilities
  • Demographics such as age, education, ethnicity, and family status
  • The goals and tasks they are trying to complete using the site
  • Their physical, social, and technological environment
  • A quote that sums up what matters most to the persona as it relates to your site
  • Casual pictures representing that user group

Organize persona information in an easy to read, logical format. Depending on the amount of user research you were able to conduct and the nature of your organization, personas may be laid out in a number of ways, including:

Tell a Story

Once you have built the depth of knowledge around your persona you are ready to present it and start work, however what works best when working from a persona, a list of information that details every aspect of the customer, or turning that list of characteristics into a story so it presents the persona in a real life scenario.

Example Scenario

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