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SSA UI Class
                         Persona Workshop
                              2009.09.21 _np




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Who do you design for?




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Everybody = Nobody   Know your user


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Personas


         • Communication tool
         • Combat elastic user
         • Encapsulating user research




                                         6
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Alan Cooper

                         • Profile:
                          • Chairman of Cooper
                          • Author of About Face, The Inmates are
                            Running the Asylum
                          • Creator of Personas
                          • “Father of Visual Basic”
                          • In 1994, Bill Gates awarded Alan Cooper
                            with one of only seven Windows Pioneer
                            Awards for my part in making Windows a
                            success through the creation of Visual
                            Basic.




                                                                      7
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Persona workshop




                         persona case studies



                                                8
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Persona Case Study: Parking Angel

         • Parking Angel
               http://www.cooper.com/insights/concept_projects/parking_angel.html



                   • Problem: You're driving in an area you don't know, you're
                     running late, and you have no idea where to park. Sound
                     familiar? We think this is a frustration technology could help
                     solve, so we decided to design a solution.




                                                                                      9
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Persona Case Study: Cooper

         “Christine”
                         Christine's Frustrations:
                           • Hunting for parking spaces
                           • Paying for an expensive garage only to find an empty
                             metered spot around the corner
                           • Getting tickets when she can't remember which streets in
                             her neighborhood get cleaned on which nights
                           • Having to remember when her meter expires
                           • Not being able to find a spot that feels safe when she's
                             alone at night
                           • Stockpiling quarters in her cup holder
                         Christine's Goals:
                           • Save time and money
                           • Avoid "stupid" tickets
                           • Minimize stress
                                                                                        10
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Persona Case Study: Parking Angel

         Solution
          • Showing her open            Scenario:
            spaces close to her           •
            destination
          • Only showing spaces
            within her time, cost, or
            distance parameters
          • Sending her an email,
            SMS, or voice
            message when it's time
            to move the car
          • Letting her pay
            electronically, so she
            can use her cup holder
            for more important
            things (like her
            morning coffee)

                                                    11
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Persona Case Study: Ford Verve

         “Antonella”
               http://www.nytimes.com/2009/07/19/automobiles/19design.html




                  Antonella is an attractive 28-year old woman who lives in Rome. Her
                  life is focused on friends and fun, clubbing and parties.
                                                                                        12
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Persona Case Study: Ford Verve




                                           13
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Persona Case Study: Ford

         • Ford Verve
                   • [Antonella is] a character invented by Ford designers to
                     help them imagine cars better tailored to their intended
                     customers, she embodies a philosophy that guides the
                     company’s design studios these days: to design the car,
                     first design the driver.
                   • Antonella is the personification of a profile created from
                     demographic research about the Fiesta’s target customer.
                   • Ford is using characters like Antonella to bring a human
                     element to the dry statistical research drawn from polls and
                     interviews.
                   • “Invented characters get everyone on the same page.
                     Personalizing gives context to the information we have.
                     Sometimes the target demographics are difficult to relate to
                     by, say, a 35-year-old male designer.”

                                                                                    14
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Persona Case Study: Microsoft Research

         Windows Personas
               http://research.microsoft.com/en-us/um/people/jgrudin/publications/personas/Pruitt-Grudin.pdf


                                                                    “The act of creating Personas has
                                                                    helped us make our assumptions
                                                                    about the target audience more
                                                                    explicit. Once created, the Personas
                                                                    have helped make assumptions and
                                                                    decision-making criteria equally
                                                                    explicit. Why are we building this
                                                                    feature? Why are we building it like
                                                                    this?
                                                                    Without Personas, development teams
                                                                    routinely make decisions about
                                                                    features and implementation without
                                                                    recognizing or communicating their
                                                                    underlying assumptions about who will
                                                                    use the product and how it will be
                                                                    used.”
                                                                                                               15
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Persona Case Study: Coldplay

         “Dave”
               http://www.pointclearsolutions.com/blog/?p=159




               Chris Martin:
               “While writing, Martin says, ‘I always think of some regular 16-year-old called
               Dave who’s on his bus trip to school: Is he going to want to listen to this? Last
               time we got so worried about who thinks this and who thinks that, and this time
               I’ve been really focused. On Dave. My 16-year-old imaginary friend. But not in
               a weird way.’”

                                                                                                   16
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Persona workshop




                         persona recap



                                         17
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Goals-directed method

         • Essence of the goals-directed method
              • Goals drive a person’s actions
              • Tasks are things a person does in order to accomplish his
                goals
              • Tasks are important, but goals get you to big breakthroughs



         • Good Design helps users
              • Accomplish goals
              • Feel competent
              • Minimize work (usually)



                                                                              18
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Goals-directed process


                                                                           • Define data objects and
                                                                             attributes
                               • Identify usage patters                    • Define functional elements of
                               • Analyze workflows                           product/service
                               • Assess work environment                   • Use scenarios to sketch and
                                 and technical factors                       iterate important elements                      • Provide design consultation
                               • Create personas and goals                 • Develop visual design style                     • Respond to issues


                               the users                                    the solution                                          implement




        the domain                                the analysis                                  form & behavior
         • Interviews                            • Identify risk and opportunities               • Iterate through increasingly
         • Competitor and                        • Construct context scenarios                     detailed scenarios
           literature review                     • List functional and data                      • Collaborate with engineers for
                                                   needs                                           feasibility
                                                 • Make trade-off decisions                      • Develop detailed visual design
                                                                                                 • Conduct usability tests




                                                                                                                                                      19
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Interviews

         • Multiple sources
              • Stakeholders
              • Subject matter/domain experts
              • Customers
              • Users and potential users


         • Users
              • Use role as a filter
              • Select 4 per role (specialized), 8-12 (unspecialized)
              • Divide role by geography, seniority, industry



                                                                        20
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Interviews

         • Interview method
              • Overview questions (typical day etc.)
              • “Case-focused” questions (stories etc.)
              • “Grand tour” (walk through artifacts)
              • Look around & understand work environment
              • Ask about Tools
              • Other general questions
                  • What wastes your time?
                  • What makes a good work day? bad work day?
                  • What kind of training do you have?
                  • What are most important things?
                  • What information helps you make decisions?
                  • Who do you get information from?             21
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Personas overview

         • Personas help
              • Determine what the product should do and how it should
                behave
              • Communicate with stakeholders and colleagues
              • Get people committed to design
              • Measure the design’s effectiveness


         • Personas captures
              • Goals                            • Environment
              • Attitudes                        • Skill level
              • Work or activity flow            • Frustrations


                                                                         22
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Personas overview

         • Personas vs. market segments

                         Market Segments                            Personas


                 • Groups of customers who will         • Groupings of users with similar
                     respond to similar messaging           goals and usage patterns
                 •   Tell you how to sell the product   •   Tell you how to satisfy
                 •   Focus on buying                        customers
                                                        •   Focus usage




                                                                                            23
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Creating personas


                          1         Identify variables




                          2   Map interviewees to variables




                          3      Identify major patterns




                          4    List characteristics & goals




                          5   Check the whole persona set




                          6        Develop narrative




                          7         Designate types




                                                              24
!"#$%&'(!)*+#,-#.!/0(!
Creating personas

         1. Identify variables                1       Identify variables



              • Quantity                      2 Map interviewees to variables


              • Frequency                     3     Identify major patterns


              • Demographics                  4    List characteristics & goals


              • Time / Level of effort        5   Check the whole persona set


              • Attitude                      6       Develop narrative

              • Goals
                                              7        Designate types

              • Mental model
              • Skill (technology / domain)
              • Process
              • Concerns
              • Context
                                                                                  25
!"#$%&'(!)*+#,-#.!/0(!
Creating personas

         2. Map interviewees to variables   1       Identify variables



              •                             2 Map interviewees to variables


                                            3     Identify major patterns


                                            4    List characteristics & goals



                                            5   Check the whole persona set



                                            6       Develop narrative



                                            7        Designate types




                                                                                26
!"#$%&'(!)*+#,-#.!/0(!
Creating personas

         3. Identify major patterns                          1       Identify variables



              • Determine how the variables go together      2 Map interviewees to variables

                to form major behavior patterns.
                                                             3   Identify major patterns

              • What seems to the most important
                distinctions among your interviewees?        4    List characteristics & goals



              • Use short (2-3 word) descriptions for each   5   Check the whole persona set

                major pattern.
                                                             6       Develop narrative



                                                             7        Designate types




                                                                                                 27
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Creating personas

         4. List characteristics & goals                  1       Identify variables



              • Goals                                     2 Map interviewees to variables


                  • What are they trying to accomplish?   3     Identify major patterns


                                                          4 List characteristics & goals


              • Goals types                               5   Check the whole persona set


                  • Life goals (get married by 30)        6       Develop narrative

                  • Experience goals (Have fun)
                                                          7        Designate types

                  • End goals (finish work by 5:00PM)


              • Goal example
                  • “Stay busy, don’t get bored”
                  • “Manage money wisely”
                                                                                            28
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Creating personas

         5. Check whole persona set                         1       Identify variables



              • Any redundant personas?                     2 Map interviewees to variables


              • Do you need customer, served or political   3    Identify major patterns

                personas?
                                                            4    List characteristics & goals



                                                            5 Check the whole persona set


                                                            6       Develop narrative



                                                            7        Designate types




                                                                                                29
!"#$%&'(!)*+#,-#.!/0(!
Creating personas

         6. Develop narrative                               1       Identify variables



              • Tell a story, make them real people.        2 Map interviewees to variables


              • Add one or two personal details (college,   3     Identify major patterns

                hobbies etc.)
                                                            4    List characteristics & goals



                                                            5   Check the whole persona set



                                                            6       Develop narrative



                                                            7        Designate types




                                                                                                30
!"#$%&'(!)*+#,-#.!/0(!
Creating personas

         7. Designate type                                        1       Identify variables



              • Persona types                                     2 Map interviewees to variables


                  • Primary                                       3     Identify major patterns


                  • Secondary                                     4    List characteristics & goals


                  • Supplemental                                  5   Check the whole persona set


                  • Negative                                      6       Develop narrative



                                                                  7        Designate types

              • If there are multiple personas with radically
                different needs, there will be multiple primary
                personas.
              • Secondary persona is mostly satisfied with the
                primary persona’s interface but has specific
                additional needs. You do not always need
                secondary personas.
                                                                                                      31
!"#$%&'(!)*+#,-#.!/0(!
Creating personas
                         Primary user persona

                         !"#!$!%&!$!#'

                         !"#$$#%&'()!*+,!-.///




                         "#!()*+,-




                                                 32
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Creating contextual scenarios

         • Contextual scenarios                                      1         Brainstorm



              • How will personas use the product/service?           2    Revisit mental model


              • Be goal-driven                                       3    Create context scenario


              • Pretend it’s magic                                   4      List requirements


              • Other concerns:
                  • What is the setting in which the product/service is used?
                  • How long will be used for? Are there interruptions?
                  • How much complexity is permissible?
                  • What major things does the persona need to accomplish?
                  • What should be the end result?



                                                                                                    33
!"#$%&'(!)*+#,-#.!/0(!
Creating contextual scenarios

         • Contextual scenarios           1        Brainstorm



                                          2   Revisit mental model


                                          3   Create context scenario



                                          4     List requirements




                                                                        34
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Framework definition

         •     Framework                                            1
                                                                        1      Define posture
                                                                              and input methods

              • Determine what data and functional                  2
                                                                        2
                elements best address the data and                             Define data and
                                                                             functional elements
                                                                    3
                functional needs
                                                                        3 Group and sketch elements
                  • Data elements (price, color etc.)               4
                                                                            using key path scenarios


                  • Functional element (product info box and        5
                                                                        4      Check design with
                    interaction)                                              validation scenarios
                                                                    6


                                                                    7

              • Key path scenarios
                  • Define one or more scenarios that describe th
                    persona’s most important or frequent
                    workflows, using the interaction framework.



                                                                                                       35
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Persona workshop




                         persona exercise



                                            36
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Exercise

         • Persona for Samsung Card
              • Analyze interviews (30 minutes)
                  • Abstract 20 behavior patterns (frequency, quantity etc)
                  • Map to interviewees


              • Persona development (30 minutes)
                  • Basic information / narrative / goals
                  • Persona types (primary / secondary)


              • Context Scenario (30 minutes)


              • Framework (if we have time)


                                                                              37
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!"#$%&'(!)*+#,-#.!/0(!
!"#$%&'(!)*+#,-#.!/0(!
Thank you.
      ./0!0!!1#234/5#$6782#&9/:42!0!;<;=>;?<=@A??

!"#$%&'(!)*+#,-#.!/0(!

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2009 09-21 ssa ui class persona

  • 1. SSA UI Class Persona Workshop 2009.09.21 _np !"#$%&'(!)*+#,-#.!/0(!
  • 3. Who do you design for? !"#$%&'(!)*+#,-#.!/0(!
  • 4. Everybody = Nobody Know your user !"#$%&'(!)*+#,-#.!/0(!
  • 5. Personas • Communication tool • Combat elastic user • Encapsulating user research 6 !"#$%&'(!)*+#,-#.!/0(!
  • 6. Alan Cooper • Profile: • Chairman of Cooper • Author of About Face, The Inmates are Running the Asylum • Creator of Personas • “Father of Visual Basic” • In 1994, Bill Gates awarded Alan Cooper with one of only seven Windows Pioneer Awards for my part in making Windows a success through the creation of Visual Basic. 7 !"#$%&'(!)*+#,-#.!/0(!
  • 7. Persona workshop persona case studies 8 !"#$%&'(!)*+#,-#.!/0(!
  • 8. Persona Case Study: Parking Angel • Parking Angel http://www.cooper.com/insights/concept_projects/parking_angel.html • Problem: You're driving in an area you don't know, you're running late, and you have no idea where to park. Sound familiar? We think this is a frustration technology could help solve, so we decided to design a solution. 9 !"#$%&'(!)*+#,-#.!/0(!
  • 9. Persona Case Study: Cooper “Christine” Christine's Frustrations: • Hunting for parking spaces • Paying for an expensive garage only to find an empty metered spot around the corner • Getting tickets when she can't remember which streets in her neighborhood get cleaned on which nights • Having to remember when her meter expires • Not being able to find a spot that feels safe when she's alone at night • Stockpiling quarters in her cup holder Christine's Goals: • Save time and money • Avoid "stupid" tickets • Minimize stress 10 !"#$%&'(!)*+#,-#.!/0(!
  • 10. Persona Case Study: Parking Angel Solution • Showing her open Scenario: spaces close to her • destination • Only showing spaces within her time, cost, or distance parameters • Sending her an email, SMS, or voice message when it's time to move the car • Letting her pay electronically, so she can use her cup holder for more important things (like her morning coffee) 11 !"#$%&'(!)*+#,-#.!/0(!
  • 11. Persona Case Study: Ford Verve “Antonella” http://www.nytimes.com/2009/07/19/automobiles/19design.html Antonella is an attractive 28-year old woman who lives in Rome. Her life is focused on friends and fun, clubbing and parties. 12 !"#$%&'(!)*+#,-#.!/0(!
  • 12. Persona Case Study: Ford Verve 13 !"#$%&'(!)*+#,-#.!/0(!
  • 13. Persona Case Study: Ford • Ford Verve • [Antonella is] a character invented by Ford designers to help them imagine cars better tailored to their intended customers, she embodies a philosophy that guides the company’s design studios these days: to design the car, first design the driver. • Antonella is the personification of a profile created from demographic research about the Fiesta’s target customer. • Ford is using characters like Antonella to bring a human element to the dry statistical research drawn from polls and interviews. • “Invented characters get everyone on the same page. Personalizing gives context to the information we have. Sometimes the target demographics are difficult to relate to by, say, a 35-year-old male designer.” 14 !"#$%&'(!)*+#,-#.!/0(!
  • 14. Persona Case Study: Microsoft Research Windows Personas http://research.microsoft.com/en-us/um/people/jgrudin/publications/personas/Pruitt-Grudin.pdf “The act of creating Personas has helped us make our assumptions about the target audience more explicit. Once created, the Personas have helped make assumptions and decision-making criteria equally explicit. Why are we building this feature? Why are we building it like this? Without Personas, development teams routinely make decisions about features and implementation without recognizing or communicating their underlying assumptions about who will use the product and how it will be used.” 15 !"#$%&'(!)*+#,-#.!/0(!
  • 15. Persona Case Study: Coldplay “Dave” http://www.pointclearsolutions.com/blog/?p=159 Chris Martin: “While writing, Martin says, ‘I always think of some regular 16-year-old called Dave who’s on his bus trip to school: Is he going to want to listen to this? Last time we got so worried about who thinks this and who thinks that, and this time I’ve been really focused. On Dave. My 16-year-old imaginary friend. But not in a weird way.’” 16 !"#$%&'(!)*+#,-#.!/0(!
  • 16. Persona workshop persona recap 17 !"#$%&'(!)*+#,-#.!/0(!
  • 17. Goals-directed method • Essence of the goals-directed method • Goals drive a person’s actions • Tasks are things a person does in order to accomplish his goals • Tasks are important, but goals get you to big breakthroughs • Good Design helps users • Accomplish goals • Feel competent • Minimize work (usually) 18 !"#$%&'(!)*+#,-#.!/0(!
  • 18. Goals-directed process • Define data objects and attributes • Identify usage patters • Define functional elements of • Analyze workflows product/service • Assess work environment • Use scenarios to sketch and and technical factors iterate important elements • Provide design consultation • Create personas and goals • Develop visual design style • Respond to issues the users the solution implement the domain the analysis form & behavior • Interviews • Identify risk and opportunities • Iterate through increasingly • Competitor and • Construct context scenarios detailed scenarios literature review • List functional and data • Collaborate with engineers for needs feasibility • Make trade-off decisions • Develop detailed visual design • Conduct usability tests 19 !"#$%&'(!)*+#,-#.!/0(!
  • 19. Interviews • Multiple sources • Stakeholders • Subject matter/domain experts • Customers • Users and potential users • Users • Use role as a filter • Select 4 per role (specialized), 8-12 (unspecialized) • Divide role by geography, seniority, industry 20 !"#$%&'(!)*+#,-#.!/0(!
  • 20. Interviews • Interview method • Overview questions (typical day etc.) • “Case-focused” questions (stories etc.) • “Grand tour” (walk through artifacts) • Look around & understand work environment • Ask about Tools • Other general questions • What wastes your time? • What makes a good work day? bad work day? • What kind of training do you have? • What are most important things? • What information helps you make decisions? • Who do you get information from? 21 !"#$%&'(!)*+#,-#.!/0(!
  • 21. Personas overview • Personas help • Determine what the product should do and how it should behave • Communicate with stakeholders and colleagues • Get people committed to design • Measure the design’s effectiveness • Personas captures • Goals • Environment • Attitudes • Skill level • Work or activity flow • Frustrations 22 !"#$%&'(!)*+#,-#.!/0(!
  • 22. Personas overview • Personas vs. market segments Market Segments Personas • Groups of customers who will • Groupings of users with similar respond to similar messaging goals and usage patterns • Tell you how to sell the product • Tell you how to satisfy • Focus on buying customers • Focus usage 23 !"#$%&'(!)*+#,-#.!/0(!
  • 23. Creating personas 1 Identify variables 2 Map interviewees to variables 3 Identify major patterns 4 List characteristics & goals 5 Check the whole persona set 6 Develop narrative 7 Designate types 24 !"#$%&'(!)*+#,-#.!/0(!
  • 24. Creating personas 1. Identify variables 1 Identify variables • Quantity 2 Map interviewees to variables • Frequency 3 Identify major patterns • Demographics 4 List characteristics & goals • Time / Level of effort 5 Check the whole persona set • Attitude 6 Develop narrative • Goals 7 Designate types • Mental model • Skill (technology / domain) • Process • Concerns • Context 25 !"#$%&'(!)*+#,-#.!/0(!
  • 25. Creating personas 2. Map interviewees to variables 1 Identify variables • 2 Map interviewees to variables 3 Identify major patterns 4 List characteristics & goals 5 Check the whole persona set 6 Develop narrative 7 Designate types 26 !"#$%&'(!)*+#,-#.!/0(!
  • 26. Creating personas 3. Identify major patterns 1 Identify variables • Determine how the variables go together 2 Map interviewees to variables to form major behavior patterns. 3 Identify major patterns • What seems to the most important distinctions among your interviewees? 4 List characteristics & goals • Use short (2-3 word) descriptions for each 5 Check the whole persona set major pattern. 6 Develop narrative 7 Designate types 27 !"#$%&'(!)*+#,-#.!/0(!
  • 27. Creating personas 4. List characteristics & goals 1 Identify variables • Goals 2 Map interviewees to variables • What are they trying to accomplish? 3 Identify major patterns 4 List characteristics & goals • Goals types 5 Check the whole persona set • Life goals (get married by 30) 6 Develop narrative • Experience goals (Have fun) 7 Designate types • End goals (finish work by 5:00PM) • Goal example • “Stay busy, don’t get bored” • “Manage money wisely” 28 !"#$%&'(!)*+#,-#.!/0(!
  • 28. Creating personas 5. Check whole persona set 1 Identify variables • Any redundant personas? 2 Map interviewees to variables • Do you need customer, served or political 3 Identify major patterns personas? 4 List characteristics & goals 5 Check the whole persona set 6 Develop narrative 7 Designate types 29 !"#$%&'(!)*+#,-#.!/0(!
  • 29. Creating personas 6. Develop narrative 1 Identify variables • Tell a story, make them real people. 2 Map interviewees to variables • Add one or two personal details (college, 3 Identify major patterns hobbies etc.) 4 List characteristics & goals 5 Check the whole persona set 6 Develop narrative 7 Designate types 30 !"#$%&'(!)*+#,-#.!/0(!
  • 30. Creating personas 7. Designate type 1 Identify variables • Persona types 2 Map interviewees to variables • Primary 3 Identify major patterns • Secondary 4 List characteristics & goals • Supplemental 5 Check the whole persona set • Negative 6 Develop narrative 7 Designate types • If there are multiple personas with radically different needs, there will be multiple primary personas. • Secondary persona is mostly satisfied with the primary persona’s interface but has specific additional needs. You do not always need secondary personas. 31 !"#$%&'(!)*+#,-#.!/0(!
  • 31. Creating personas Primary user persona !"#!$!%&!$!#' !"#$$#%&'()!*+,!-./// "#!()*+,- 32 !"#$%&'(!)*+#,-#.!/0(!
  • 32. Creating contextual scenarios • Contextual scenarios 1 Brainstorm • How will personas use the product/service? 2 Revisit mental model • Be goal-driven 3 Create context scenario • Pretend it’s magic 4 List requirements • Other concerns: • What is the setting in which the product/service is used? • How long will be used for? Are there interruptions? • How much complexity is permissible? • What major things does the persona need to accomplish? • What should be the end result? 33 !"#$%&'(!)*+#,-#.!/0(!
  • 33. Creating contextual scenarios • Contextual scenarios 1 Brainstorm 2 Revisit mental model 3 Create context scenario 4 List requirements 34 !"#$%&'(!)*+#,-#.!/0(!
  • 34. Framework definition • Framework 1 1 Define posture and input methods • Determine what data and functional 2 2 elements best address the data and Define data and functional elements 3 functional needs 3 Group and sketch elements • Data elements (price, color etc.) 4 using key path scenarios • Functional element (product info box and 5 4 Check design with interaction) validation scenarios 6 7 • Key path scenarios • Define one or more scenarios that describe th persona’s most important or frequent workflows, using the interaction framework. 35 !"#$%&'(!)*+#,-#.!/0(!
  • 35. Persona workshop persona exercise 36 !"#$%&'(!)*+#,-#.!/0(!
  • 36. Exercise • Persona for Samsung Card • Analyze interviews (30 minutes) • Abstract 20 behavior patterns (frequency, quantity etc) • Map to interviewees • Persona development (30 minutes) • Basic information / narrative / goals • Persona types (primary / secondary) • Context Scenario (30 minutes) • Framework (if we have time) 37 !"#$%&'(!)*+#,-#.!/0(!
  • 42. Thank you. ./0!0!!1#234/5#$6782#&9/:42!0!;<;=>;?<=@A?? !"#$%&'(!)*+#,-#.!/0(!