Research

Persona Creation

Turn user research into archetypes. These personas represent key user segments. They include demographics, behaviors, goals, and frustrations. This exercise synthesizes research into realistic characters.

Duration
55 mins
Group Size
3-6
Category
Research
Difficulty
Easy
The goals are to synthesize research into user representations, identify user segments and create a shared reference for team decision-making. Maintain a user-centered focus throughout design.

  • Personas created.

  • User profiles developed.

  • Foundation for design.

Base personas on research, not assumptions. The quality of personas reflects the research quality. Avoid demographic-only personas; focus on behavior. 3-5 personas are usually enough. Each persona should represent different needs. Consider negative personas. Make personas memorable with names and photos. Post personas in the workspace. Update them as you learn more.

  1. Research Review (10 minutes): Gather user research data. Review transcripts, surveys, and analytics. Look for behavioral patterns. Identify variables that differentiate users. Note goals and contexts of use.

  2. Pattern Identification (15 minutes): Group users by behavioral similarities. Identify 3-5 distinct user segments. Look for differences in goals, behaviors, pain points, context, and tech savviness. Avoid demographic stereotypes.

  3. Persona Building (25 minutes): Create a detailed profile for each persona. Include a name, photo, role, key demographics (age, location), goals, behaviors, pain points, tech comfort level, and a quote.

  4. Validation & Refinement (5 minutes): Review personas as a team. Ensure they reflect real research. Check for stereotypes or biases. Confirm personas are distinct. Agree on primary vs. secondary personas.

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For Facilitators

  • Review participant profiles and expectations
  • Prepare all materials and supplies
  • Test technology and room setup

For Participants

  • Complete pre-session survey
  • Review background materials
  • Prepare examples or case studies

Unlock Pre-Work Requirements

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  • Persona template (printed or digital)

  • User research data (interviews, surveys, analytics)

  • Stock photos for persona images

  • Markers and poster board OR digital tool

  • Research synthesis notes

  • Optional: Empathy maps, journey maps, customer quotes

Unlock Materials Required

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  • Facilitator Guide (PDF)
  • Participant Workbook Template
  • Presentation Slides
  • Printable Materials

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