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Who is your customer? Personas + Action Plan 
Put the problem in your customer’s words. Understand their life, values, and decision-making process. Talk to them, confirm, and gain insights. 
1 case studies & use their words 2 persona - company 3 context & ideation 4 questions & strategy 
BE SPECIFIC when creating your persona. If you have more than one segment, a multi-sided market, then SEPARATE them and make a sheet each. 
BASICS. SAMPLE CO NAME: ___________________________ WHAT’S A DEEPER INSIGHT YOU CAN MAKE? 
INDUSTRY: 
NICHE: 
TEAM SIZE: 
FOUNDED IN: 
LOCATION: 
CULTURE: 
CULTURAL TRADITIONS: What do people in the company do every day? Why? 
What do they do every week? Why? 
What do they do every month? Why? 
What do they do every year? 
What do they do for the long term? 
Think about where you fit into their life. 
Engaging with the company: How would you approach the company? 
What’s another way? 
How do they make decisions? Who are the key decision makers? 
How do new ideas/intiatives/products/services get brought in? Who gets it started? 
What opportunities or barriers have you noticed? 
Open space: did you come up with a question or insight beyond the scope above? Write it on the back! 
WHAT’S THE OFFICE DAY-TO-DAY? 
4am 
5am 
6am 
7am 
8am 
9am 
10am 
11am 
noon 
1pm 
2pm 
3pm 
4pm 
5pm 
6pm 
7pm 
8pm 
9pm 
10pm 
THEY TRUST... THEY ADMIRE... 
THEY REQUIRE... THEY REJECT... 
Worksheet created by Angela Ognev (angela@redesignhappy.com). 
Please enjoy, share, adapt, and credit.

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Understanding Your Customer: Company Persona Worksheet

  • 1. Who is your customer? Personas + Action Plan Put the problem in your customer’s words. Understand their life, values, and decision-making process. Talk to them, confirm, and gain insights. 1 case studies & use their words 2 persona - company 3 context & ideation 4 questions & strategy BE SPECIFIC when creating your persona. If you have more than one segment, a multi-sided market, then SEPARATE them and make a sheet each. BASICS. SAMPLE CO NAME: ___________________________ WHAT’S A DEEPER INSIGHT YOU CAN MAKE? INDUSTRY: NICHE: TEAM SIZE: FOUNDED IN: LOCATION: CULTURE: CULTURAL TRADITIONS: What do people in the company do every day? Why? What do they do every week? Why? What do they do every month? Why? What do they do every year? What do they do for the long term? Think about where you fit into their life. Engaging with the company: How would you approach the company? What’s another way? How do they make decisions? Who are the key decision makers? How do new ideas/intiatives/products/services get brought in? Who gets it started? What opportunities or barriers have you noticed? Open space: did you come up with a question or insight beyond the scope above? Write it on the back! WHAT’S THE OFFICE DAY-TO-DAY? 4am 5am 6am 7am 8am 9am 10am 11am noon 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm THEY TRUST... THEY ADMIRE... THEY REQUIRE... THEY REJECT... Worksheet created by Angela Ognev (angela@redesignhappy.com). Please enjoy, share, adapt, and credit.