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Personas in Interaction Design

            Hans Põldoja
          Tallinn University
This work is licensed under the Creative Commons Attribution-Share
Alike 3.0 Unported License. To view a copy of this license, visit http://
creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative
Commons, 171 Second Street, Suite 300, San Francisco, California,
94105, USA.
Personas as a design tool

•   Determine what a product should do and how it
    should behave

•   Communicate with stakeholders, developers and
    other designers

•   Build consensus and commitment to the design

•   Measure the design’s effectiveness

•   Contribute to marketing


                                           (Cooper & Reimann, 2003)
Personas are based on
             research


•   Real-world observations

•   Ethnographic interviews

•   Contextual inquiry




                              (Cooper & Reimann, 2003)
Ethnographic interviews

•   Interview where the interaction happens

•   Avoid a fixed set of questions

•   Focus on the goal first, tasks second

•   Avoid making the user a designer

•   Avoid discussion of technology

•   Avoid leading questions

•   Ask for stories, demonstrations and a tour

                                                 (Cooper & Reimann, 2003)
Contextual inquiry


•   Context: interview should take place in the
    environment where the product is actually used

•   Partnership

•   Interpretation: reading between the lines

•   Focus: direct the interview as new issues arise



                                                (Cooper & Reimann, 2003)
When research is not
           possible...

•   Information about the users supplied by
    stakeholders and subject matter experts

•   Market research data such as focus groups and
    surveys

•   Market segmentation models

•   Data gathered from literature reviews and
    previous studies


                                                (Cooper & Reimann, 2003)
Persona types

•   Primary (1)

•   Secondary (0...2)

•   Supplemental

•   Customer

•   Served: non-users affected by the use of the
    product

•   Negative

                                               (Cooper & Reimann, 2003)
Persona’s elements

•   Photo

•   Background info (age, gender, computer, tech skills,
    disabilities, ...)

•   Goals

•   Information seeking styles

•   Usability needs


                                                (Cooper & Reimann, 2003)
Goals



•   Goals must be inferred from qualitative data

•   Each goal should be expressed as a simple
    sentence




                                                (Cooper & Reimann, 2003)
User goals
Life goals
 ✓    Be the best at what I do
 ✓    Learn all there is to know about this field
Experience goals
 ✓    Don’t feel stupid
 ✓    Don’t make mistakes
 ✓    Have fun
End goals
 ✓    Find the best price
 ✓    Process the customer’s order


                                                   (Cooper & Reimann, 2003)
Non-user goals
Customer goals
 ✓ Be sure about the child’s safety
Corporate goals
 ✓ Increase market share
 ✓ Use resources more efficiently
Technical goals
 ✓ Support all major browsers
 ✓ Maintain consistency across platforms

                                           (Cooper & Reimann, 2003)
Examples
FeedFordward
                                                                                                             scenario              needs                            feature                             behaviour

                                                                                                           Laura wants to set    * Guidance                       * Wizard                             Laura starts the application and begins
         remix your information environment                                                                up her application                                                                          filling in the information in the First
               Persona: Laura, 11 June 2007                                                                so it can track her                                                                         Run Wizard. It asks her for the blogs

                                              Laura Marsden                                                student's blogs and
                                                                                                           post to her own
                                                                                                                                                                                                       she wants to monitor, and her blog she
                                                                                                                                                                                                       wants to post to. It asks her to
                                                                                                           blog.                                                                                       define her contexts and she chooses
profile
                                                                                "I need to                                                                                                             "comment on student work for ..." for
                                                                                                                                                                                                       each cohort she is teaching.
Laura is a lecturer in Built
Environment Studies at a traditional                                            know what my
University. She's been experimenting
with using blogs for student work                                               students are                                                                                                           Initially the Radar has a lot of items,
                                                                                                           Laura decides to      *Manage attention                *Mixer
and has found the experience really
good, but has had problems keeping                                              writing about,             track what her        *Scan and Decide                 *Radar                               and so she decides to try the Mixer.
                                                                                                           students have been    *Defer action                    *Context                             She adjusts upwards the slider for
up with the sheer volume of posts.
As a result she hasn't been
                                                                                and how it                 writing over the                                                                            the course she is teaching tomorrow
                                                                                                           past week so she                                                                            and slides down the others. The
commenting on or highlighting
                                                                                relates to the             can decide whether                                                                          number of posts in the radar now
particular work in a consistent and
                                                                                                                                                                                                       looks a lot more manageable.
methodical manner.                                                              'real world'"              to post a comment
                                                                                                           on their work. She
                                              background                                                   decides rather than                                                                         Laura scans the Radar and sees a good
She's also aware that also she
                                              * 28 years old, engaged, female                              comment now she'll                                                                          point made by one student, but which
hasn't been keeping abreast of new
                                              * PhD in environmental design and planning                   do it later when                                                                            would be made better with an
developments, particularly local
                                              * Currently a lecturer in the School of Built                she has more quiet                                                                          appropriate reference. She drags the
construction works and planning
                                              Environment at University                                    time available -                                                                            item to her "comment on student work
applications that would make good
                                              * Confident experimenter with the Internet but has           there's some other                                                                          for..." context and continues scanning,
cases to look at with her students,
                                              a lot of gaps in her knowledge that keep cropping up         work she has to                                                                             adding a few more items as she goes.
but also with new developments and
                                              and vexing her as she doesn't feel very 'technical'          do.
trends in urban planning generally.
                                              * Has used bibliographic tools in the past but                                                                                                           Working down the list in the
                                              prefers to rely on a known canon of classic works            She decides to        *Editing control                  *Context
                                                                                                                                                                                                       "comment on student work for..."
Laura is very enthusiastic about                                                                                                 *Publishing control               *Entry Editor
                                              and textbooks on her bookshelf                               write comments                                                                              context, she creates a new Entry in
using technology in her job, but                                                                                                                                   *Conduits: AtomPP
                                                                                                           and publish them                                                                            and drags into it the Item she
thinks that the amount of time it             attributes                                                   so that her                                             + Trackback
                                                                                                                                                                                                       selected earlier - it appears in
takes her to work with students               * enthusiastic - possible early adopter                      students can see                                                                            "references".
using her current approach will               * less experienced with computers and internet               the comments.
mean too much work for larger                 * less experienced in research
                                                                                                                                                                                                       She writes a comment, and then
student groups.
                                                                                                                                                                                                       saves the entry. She then drags the
                                              user needs                                                                                                                                               comment onto "Laura's Teaching
                                                                                                                                                                                                       Blog". The application publishes the
                                              * Keep up with students posts and be able to make comments
                                                                                                                                                                                                       comment, and sends a Trackback
                                              related to them
                                                                                                                                                                                                       Ping to the student's blog refenced
                                              * keep up to date with new developments, especially new
                                                                                                                                                                                                       in the entry. The Entry alters its
                                              building projects and planning applications
                                                                                                                                                                                                       state to show it was published
                                              * generate new ideas for student activities                                        This work is licensed under the Creative Commons Attribution 2.0
                                                                                                                                 UK: England & Wales License. To view a copy of this license, visit    successfully.
                                              * effective help for when stuck                                                    http://creativecommons.org/licenses/by/2.0/uk/
                                                                                                                                 or send a letter to Creative Commons, 171 Second Street, Suite 300,
                                                                                                                                 San Francisco, California, 94105, USA.




                                                                                                                                                                               (The FeedForward Blog, 2007a)
FeedForward
                                                                                                          scenario               needs                            feature                             behaviour

                                                                                                        Zoe wants to add       * Ease of use                    * Input Manager                      Zoe drags the URLs of the tags from her
          remix your information environment                                                            images using                                                                                 browser onto a blank FeedForward
             Persona: Zoe, 13 June 2007                                                                 particular Flickr                                                                            InputManager. The application does a quick


                                          Zoe Pascal                                                    tags to her mix                                                                              behind-the-scenes check of the site and
                                                                                                                                                                                                     discovers an RSS feed for the
                                                                                                                                                                                                     photostream. It adds each one as a new

profile                                                                                                                                                                                              input source

Zoe is very enthusiastic about
                                                                           "Inspire me!"
                                                                                                        She wants to sort      *Serendipity                     *Mixer                               Zoe plays with the Mixer sliders to alter
visual art, and has been working on a
                                                                                                        and play with the      *Flexibility                     *Radar                               the composition of items in the Radar. She
portfolio of pieces using a lot of                                                                                                                                                                   uses the Tiles view of Radar, which
                                                                                                        images to see if any   *Visual sorting                  *Context
digital collage. She's been using                                                                                                                                                                    shows previews in squares.
                                                                                                        combinations look      *Speed                           *Items View
Flickr and doing Google Image
                                                                                                        interesting
searches, but keeps coming back to                                                                                                                                                                   Zoe creates a new context called
a few key themes.                                                                                                                                                                                    "Friction", and opens its Storyboard. She
                                                                                                                                                                                                     drags items into it from the Radar, and
She recently started on a local                                                                                                                                                                      moves and resizes the items to make an
part-time course in Visual Arts                                                                                                                                                                      interesting display
which has a series of structured
                                                                                                                                                                                                     Zoe drags the "Friction" context onto
activities that she needs to keep on
                                          background                                                    Zoe decides she        *Flexible export                  *Items View
                                                                                                                                                                                                     the Images conduit. The conduit pops
top of - she has two part-time                                                                          wants to make a                                          *Images Conduit
                                          * 20 years old, single, female                                                                                                                             up a "select folder location" dialog, and
jobs, waitressing and working as a                                                                      full work based on
                                          * GCSEs                                                                                                                                                    Zoe selects the Desktop. FeedForward
volunteer at a community project,                                                                       the items she has
                                          * Currently studying part-time diploma in Visual                                                                                                           inspects the items and extracts the
and sometimes finds it difficult to                                                                     collected and                       Other scenarios                                          image links; it then downloads the
                                          Arts; working in a cafe
keep track of everything.                                                                               arranged. She                        for this user:                                          images to Zoe's Desktop.
                                          * Like using the Internet, especially Flickr and
                                                                                                        wants to make a
                                          MySpace
                                                                                                        large-scale work                   Course activities                                         She constructs a collage using the
                                          * No real interest in using bibliographic services -
                                                                                                        so needs the full                  Peer monitoring                                           printouts of the images plus a range of
                                          prefers using books
                                                                                                        images not                                                                                   other media, and then scans the result.
                                          * Very visually-oriented
                                                                                                        previews.                               Or another
                                                                                                                                                persona?
                                          attributes
                                          * younger
                                          * experimenter - possible early adopter, but high threshold   She decides to                                                                               Zoe selects "Friction" in Contexts, and
                                                                                                                               *Ease of editing                  *Context                            in the Storyboard view clicks the "New
                                          for retention                                                 show a small
                                                                                                                               *Ease of publishing               *Atom Conduit                       entry" icon. The Entry Editor launches,
                                          * less experienced with computers and internet                preview of her
                                                                                                                                                                 with Attachments                    and she writes a quick bit of text
                                          * less experienced in research                                work via her blog
                                                                                                                                                                 feature                             about the work. She clicks the "image"

                                          user needs                                                                                                                                                 icon in the Editor and selects the
                                                                                                                                                                                                     collage JPG on her desktop. She clicks
                                          * Be provoked by inspiring images                                                                                                                          Save, and the Entry sits on the
                                          * Produce new collages from Internet images                                                                                                                Storyboard.
                                          * Keep up to date on what other students (who aren't
                                          MySpace users) are creating                                                                                                                                She then drags the entry onto the
                                          * Keep notified of course activities and deadlines                                   This work is licensed under the Creative Commons Attribution 2.0      "Zoe's Blog" icon, and the application
                                                                                                                               UK: England & Wales License. To view a copy of this license, visit
                                          * very visual mode of thinking and working                                           http://creativecommons.org/licenses/by/2.0/uk/                        publishes the entry and uploads the
                                                                                                                               or send a letter to Creative Commons, 171 Second Street, Suite 300,
                                                                                                                               San Francisco, California, 94105, USA.                                image attachment.




                                                                                                                                                                            (The FeedForward Blog, 2007b)
Design each interface
 for a single primary
       persona.

                  (Cooper & Reimann, 2003)
References
• Cooper, A., Reinmann, R. (2003). About Face 2.0: The Essentials of Interaction
  Design. Indianapolis, IN: Wiley Publishing, Inc.

• The FeedForward Blog (2007a). How Laura uses FF. http://blogs.cetis.ac.uk/
  feedforward/2007/10/18/how-laura-uses-ff/

• The FeedForward Blog (2007b). How Zoe uses FF. http://blogs.cetis.ac.uk/
  feedforward/2007/10/24/how-zoe-uses-ff/
Thank You!



•   hans.poldoja@tlu.ee

•   http://imkedesign.wordpress.com

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Personas in Interaction Design

  • 1. Personas in Interaction Design Hans Põldoja Tallinn University
  • 2. This work is licensed under the Creative Commons Attribution-Share Alike 3.0 Unported License. To view a copy of this license, visit http:// creativecommons.org/licenses/by-sa/3.0/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA.
  • 3. Personas as a design tool • Determine what a product should do and how it should behave • Communicate with stakeholders, developers and other designers • Build consensus and commitment to the design • Measure the design’s effectiveness • Contribute to marketing (Cooper & Reimann, 2003)
  • 4. Personas are based on research • Real-world observations • Ethnographic interviews • Contextual inquiry (Cooper & Reimann, 2003)
  • 5. Ethnographic interviews • Interview where the interaction happens • Avoid a fixed set of questions • Focus on the goal first, tasks second • Avoid making the user a designer • Avoid discussion of technology • Avoid leading questions • Ask for stories, demonstrations and a tour (Cooper & Reimann, 2003)
  • 6. Contextual inquiry • Context: interview should take place in the environment where the product is actually used • Partnership • Interpretation: reading between the lines • Focus: direct the interview as new issues arise (Cooper & Reimann, 2003)
  • 7. When research is not possible... • Information about the users supplied by stakeholders and subject matter experts • Market research data such as focus groups and surveys • Market segmentation models • Data gathered from literature reviews and previous studies (Cooper & Reimann, 2003)
  • 8. Persona types • Primary (1) • Secondary (0...2) • Supplemental • Customer • Served: non-users affected by the use of the product • Negative (Cooper & Reimann, 2003)
  • 9. Persona’s elements • Photo • Background info (age, gender, computer, tech skills, disabilities, ...) • Goals • Information seeking styles • Usability needs (Cooper & Reimann, 2003)
  • 10. Goals • Goals must be inferred from qualitative data • Each goal should be expressed as a simple sentence (Cooper & Reimann, 2003)
  • 11. User goals Life goals ✓ Be the best at what I do ✓ Learn all there is to know about this field Experience goals ✓ Don’t feel stupid ✓ Don’t make mistakes ✓ Have fun End goals ✓ Find the best price ✓ Process the customer’s order (Cooper & Reimann, 2003)
  • 12. Non-user goals Customer goals ✓ Be sure about the child’s safety Corporate goals ✓ Increase market share ✓ Use resources more efficiently Technical goals ✓ Support all major browsers ✓ Maintain consistency across platforms (Cooper & Reimann, 2003)
  • 14. FeedFordward scenario needs feature behaviour Laura wants to set * Guidance * Wizard Laura starts the application and begins remix your information environment up her application filling in the information in the First Persona: Laura, 11 June 2007 so it can track her Run Wizard. It asks her for the blogs Laura Marsden student's blogs and post to her own she wants to monitor, and her blog she wants to post to. It asks her to blog. define her contexts and she chooses profile "I need to "comment on student work for ..." for each cohort she is teaching. Laura is a lecturer in Built Environment Studies at a traditional know what my University. She's been experimenting with using blogs for student work students are Initially the Radar has a lot of items, Laura decides to *Manage attention *Mixer and has found the experience really good, but has had problems keeping writing about, track what her *Scan and Decide *Radar and so she decides to try the Mixer. students have been *Defer action *Context She adjusts upwards the slider for up with the sheer volume of posts. As a result she hasn't been and how it writing over the the course she is teaching tomorrow past week so she and slides down the others. The commenting on or highlighting relates to the can decide whether number of posts in the radar now particular work in a consistent and looks a lot more manageable. methodical manner. 'real world'" to post a comment on their work. She background decides rather than Laura scans the Radar and sees a good She's also aware that also she * 28 years old, engaged, female comment now she'll point made by one student, but which hasn't been keeping abreast of new * PhD in environmental design and planning do it later when would be made better with an developments, particularly local * Currently a lecturer in the School of Built she has more quiet appropriate reference. She drags the construction works and planning Environment at University time available - item to her "comment on student work applications that would make good * Confident experimenter with the Internet but has there's some other for..." context and continues scanning, cases to look at with her students, a lot of gaps in her knowledge that keep cropping up work she has to adding a few more items as she goes. but also with new developments and and vexing her as she doesn't feel very 'technical' do. trends in urban planning generally. * Has used bibliographic tools in the past but Working down the list in the prefers to rely on a known canon of classic works She decides to *Editing control *Context "comment on student work for..." Laura is very enthusiastic about *Publishing control *Entry Editor and textbooks on her bookshelf write comments context, she creates a new Entry in using technology in her job, but *Conduits: AtomPP and publish them and drags into it the Item she thinks that the amount of time it attributes so that her + Trackback selected earlier - it appears in takes her to work with students * enthusiastic - possible early adopter students can see "references". using her current approach will * less experienced with computers and internet the comments. mean too much work for larger * less experienced in research She writes a comment, and then student groups. saves the entry. She then drags the user needs comment onto "Laura's Teaching Blog". The application publishes the * Keep up with students posts and be able to make comments comment, and sends a Trackback related to them Ping to the student's blog refenced * keep up to date with new developments, especially new in the entry. The Entry alters its building projects and planning applications state to show it was published * generate new ideas for student activities This work is licensed under the Creative Commons Attribution 2.0 UK: England & Wales License. To view a copy of this license, visit successfully. * effective help for when stuck http://creativecommons.org/licenses/by/2.0/uk/ or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA. (The FeedForward Blog, 2007a)
  • 15. FeedForward scenario needs feature behaviour Zoe wants to add * Ease of use * Input Manager Zoe drags the URLs of the tags from her remix your information environment images using browser onto a blank FeedForward Persona: Zoe, 13 June 2007 particular Flickr InputManager. The application does a quick Zoe Pascal tags to her mix behind-the-scenes check of the site and discovers an RSS feed for the photostream. It adds each one as a new profile input source Zoe is very enthusiastic about "Inspire me!" She wants to sort *Serendipity *Mixer Zoe plays with the Mixer sliders to alter visual art, and has been working on a and play with the *Flexibility *Radar the composition of items in the Radar. She portfolio of pieces using a lot of uses the Tiles view of Radar, which images to see if any *Visual sorting *Context digital collage. She's been using shows previews in squares. combinations look *Speed *Items View Flickr and doing Google Image interesting searches, but keeps coming back to Zoe creates a new context called a few key themes. "Friction", and opens its Storyboard. She drags items into it from the Radar, and She recently started on a local moves and resizes the items to make an part-time course in Visual Arts interesting display which has a series of structured Zoe drags the "Friction" context onto activities that she needs to keep on background Zoe decides she *Flexible export *Items View the Images conduit. The conduit pops top of - she has two part-time wants to make a *Images Conduit * 20 years old, single, female up a "select folder location" dialog, and jobs, waitressing and working as a full work based on * GCSEs Zoe selects the Desktop. FeedForward volunteer at a community project, the items she has * Currently studying part-time diploma in Visual inspects the items and extracts the and sometimes finds it difficult to collected and Other scenarios image links; it then downloads the Arts; working in a cafe keep track of everything. arranged. She for this user: images to Zoe's Desktop. * Like using the Internet, especially Flickr and wants to make a MySpace large-scale work Course activities She constructs a collage using the * No real interest in using bibliographic services - so needs the full Peer monitoring printouts of the images plus a range of prefers using books images not other media, and then scans the result. * Very visually-oriented previews. Or another persona? attributes * younger * experimenter - possible early adopter, but high threshold She decides to Zoe selects "Friction" in Contexts, and *Ease of editing *Context in the Storyboard view clicks the "New for retention show a small *Ease of publishing *Atom Conduit entry" icon. The Entry Editor launches, * less experienced with computers and internet preview of her with Attachments and she writes a quick bit of text * less experienced in research work via her blog feature about the work. She clicks the "image" user needs icon in the Editor and selects the collage JPG on her desktop. She clicks * Be provoked by inspiring images Save, and the Entry sits on the * Produce new collages from Internet images Storyboard. * Keep up to date on what other students (who aren't MySpace users) are creating She then drags the entry onto the * Keep notified of course activities and deadlines This work is licensed under the Creative Commons Attribution 2.0 "Zoe's Blog" icon, and the application UK: England & Wales License. To view a copy of this license, visit * very visual mode of thinking and working http://creativecommons.org/licenses/by/2.0/uk/ publishes the entry and uploads the or send a letter to Creative Commons, 171 Second Street, Suite 300, San Francisco, California, 94105, USA. image attachment. (The FeedForward Blog, 2007b)
  • 16. Design each interface for a single primary persona. (Cooper & Reimann, 2003)
  • 17. References • Cooper, A., Reinmann, R. (2003). About Face 2.0: The Essentials of Interaction Design. Indianapolis, IN: Wiley Publishing, Inc. • The FeedForward Blog (2007a). How Laura uses FF. http://blogs.cetis.ac.uk/ feedforward/2007/10/18/how-laura-uses-ff/ • The FeedForward Blog (2007b). How Zoe uses FF. http://blogs.cetis.ac.uk/ feedforward/2007/10/24/how-zoe-uses-ff/
  • 18. Thank You! • hans.poldoja@tlu.ee • http://imkedesign.wordpress.com