a persona by any other name - ux new zealand · 2018. 5. 7. · deignworks 2016 a persona by any...

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A Persona by any other name... Kat Hardisty Customer Experience Director, Designworks [email protected] October 2016

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Page 1: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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A Persona by any other name...

Kat Hardisty Customer Experience Director, Designworks

[email protected]

October 2016

Page 2: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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Personas are all the same, right?

Page 3: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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Yeah, not quite....

Page 4: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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Common types of Personas

Page 5: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on quantitative data• Demographic segmentations• Often found in marketing

teams• Customers move between

them at different stages of their life

Demographic Personas

Page 6: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on quantitative data• Demographic segmentations• Often found in marketing

teams• Customers move between

them at different stages of their life

Demographic Personas

Good for

✓ Targeted marketing campaigns and tracking changes in customer base make-up over time

Page 7: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on quantitative data• Demographic segmentations• Often found in marketing

teams• Customers move between

them at different stages of their life

Demographic Personas

Good for

✓ Targeted marketing campaigns and tracking changes in customer base make-up over time

Not so good for

✗ Predicting behaviour ✗ Driving innovations

Page 8: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on internal knowledge of customers

• Fastest and easiest to create

• Highly likely to be lacking in accuracy

• Often found in Agile / Lean teams

Assumptive Personas

Page 9: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on internal knowledge of customers

• Fastest and easiest to create

• Highly likely to be lacking in accuracy

• Often found in Agile / Lean teams

Assumptive Personas

Good for

✓ Tactical, short-term use when you don’t have budget or time

Page 10: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on internal knowledge of customers

• Fastest and easiest to create

• Highly likely to be lacking in accuracy

• Often found in Agile / Lean teams

Assumptive Personas

Good for

✓ Tactical, short-term use when you don’t have budget or time

Not so good for

✗ Long-term use as they embed assumptions and biases

Page 11: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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Beware of the zombies...

Page 12: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on deep-dive qualitative research

• Focussed on the ‘hidden’ insights — attitudes, motivators, values

• Unconnected to demographics• Usually found in customer

experience / insights teams

Attitudinal Personas

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• Based on deep-dive qualitative research

• Focussed on the ‘hidden’ insights — attitudes, motivators, values

• Unconnected to demographics• Usually found in customer

experience / insights teams

Attitudinal Personas

Good for

✓ Predicting future behaviour ✓ Influencing behaviour ✓ Innovating

Page 14: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on deep-dive qualitative research

• Focussed on the ‘hidden’ insights — attitudes, motivators, values

• Unconnected to demographics• Usually found in customer

experience / insights teams

Attitudinal Personas

Good for

✓ Predicting future behaviour ✓ Influencing behaviour ✓ Innovating

Not so good for

✗ Market sizing and segmentations (can be done, but extra work required)

Page 15: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on quantitative insights

• Often created through social media analysis, usage trends, etc

• Likely to be spotted in marketing teams

Quantitative Personas

Page 16: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on quantitative insights

• Often created through social media analysis, usage trends, etc

• Likely to be spotted in marketing teams

Quantitative Personas

Good for

✓ Planning marketing campaigns, understanding usage trends

Page 17: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Based on quantitative insights

• Often created through social media analysis, usage trends, etc

• Likely to be spotted in marketing teams

Quantitative Personas

Good for

✓ Planning marketing campaigns, understanding usage trends

Not so good for

✗ Understanding behaviours and motivators

✗ Eliminating biases

Page 18: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Focussed on particular circumstances such as life moments, abilities, etc

• Can be assumptive or attitudinal (although usually assumptive)

• Most often spotted in service design teams

• People usually move in an out of them during their life

Circumstantial Personas

Page 19: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Focussed on particular circumstances such as life moments, abilities, etc

• Can be assumptive or attitudinal (although usually assumptive)

• Most often spotted in service design teams

• People usually move in an out of them during their life

Circumstantial Personas

Good for

✓ Educating teams on different customer circumstances

✓ Focussing on needs at certain times

Page 20: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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• Focussed on particular circumstances such as life moments, abilities, etc

• Can be assumptive or attitudinal (although usually assumptive)

• Most often spotted in service design teams

• People usually move in an out of them during their life

Circumstantial Personas

Good for

✓ Educating teams on different customer circumstances

✓ Focussing on needs at certain times

Not so good for

✗ Market sizing and segmentations

✗ Predicting behaviours and motivators

Page 21: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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Which Persona?

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Remember:

All are valid. All have their strengths and weaknesses.

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Identify what you are aiming to achieve.

Your goal will determine which type of Persona is most suitable.

Page 24: A Persona by any other name - UX New Zealand · 2018. 5. 7. · DEIGNWORKS 2016 A Persona by any other . name... Kat Hardisty . Customer Experience Director, Designworks kat.hardisty@designworks.co.nz

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Thanks!

Kat Hardisty Customer Experience Director, Designworks

[email protected]