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Personas and Storyboards

       Todd Warren
        1/22/2013
NUvention Web in Context
                                          •Persona                   •Detailed               •Revenue
               •Value Prop
                                          •Target                     Value Prop              Model
               •Target                     Market
     Problem                 Segment                                 •Initial      Initial   •Potential
                Customer                                       MVP
        ID                   Definition   •Storyboards                Product      Pitch      Channels
               •Basic
                                          •Landing                   •Customer               •Product
                Scenario
                                           Page                       Trial                   Refinement




Scenario Slice                                           MVP
Contextual Design to MVP
                           Value Proposition and User Scenario



Interviews                          Models                   Personas               Storyboards   MVP


                Affinity                                     Persona
                                                             Description and user
         Insight 1   Insight 2   Insight 3                   scenarios
         Data        Data        Data
                                                             Goals
         Data        Data        Data
                                                             Tasks

                                             Sequence
                                             Trigger Event


                                                Step 1


                                                Step 2


                                                Step 3
Building a “Persona”
• Composite users for your system
• Can be for different roles (think end users,
  influencer, decision maker, economic buyer) or
  for distinct types of users (students vs.
  parents)
PERSONA TEMPLATE
   Name
                                              Description:                                            Key Tasks
                                              Vivid description of the kind of user                   What they do




                                              User Scenario:
                                              Aspirational view of how they would use the
                                              product/interact and receive the marketing message
Basic Demographics:
How old is the segment? More likely male or
female? From where in the world?




Attributes
Key Facts or attributes about                 User Goals:
the user in the segment                       What the user is trying to accomplish relative to the
relative to the product                       product
Example: Mobile Market circa
          2007
US/Europe end-user segmentationthe most feature-rich devices
                                                 DFs seek
                                                        many features device fanatics                 equipped with the latest technology. They
       Productivity while mobile is key for Business                                                  are focused more focused on
        Power Users. A device must help them be                                                       communication than boosting productivity.
                                                                           12.4M
          more efficient and effective when mobile.                         (4%)
                                                                                        9M
                                                                                              personal entertainment
                                             business
                                                                                       (3%)        enthusiasts
                                            power users                                                     Personal Entertainment
                                                           15.9M                                            Enthusiasts like their phones
                                                               (6%)                59.4M                    to provide a means for
                                                                         social (21%)                       communication and be a
                                                                                                            source of mobile
                                                                      communicators                         entertainment.
                                                                           SCs want a device that is fashionable and allows them to
                                                                           coordinate their social life with friends and family.
primarily for                                                                                                     primarily for
    work                                               97.9M                                                       personal
                                                       (34%)

                                    organizers
                      Organizers tend to use a smaller set of
                    features. They want a phone that allows                                      92.3M
                 them to connect with friends, family or work                                     (32%)
                                           via voice or SMS.               infrequent users
                                                                                         Infrequent Users view mobile phones
                                                                                         primarily as a safety device and as such, use
                                                                                         all features, including voice, infrequently.
                 style/industrial design highly important

                                                         few features
Windows Mobile Persona Family
 Marco                          April                        Peter                        Eva
 (BPU)                          (BPU)                        (ORG)                        (SC)




• Senior manager               • Field-based sales, has no   • Small business owner
                                                                                         • Connecting & sharing
• Frequent global travel –       corporate office of her     • ORG who values some         with social network
  multiple language and          own                           advanced productivity
                                                                                         • Phone is fun – explore &
  timezone support             • Manages complex LOB           features
                                                                                           discover
• Has admin. assistant –         data                        • Ease of use and
                                                                                         • Phone is extension of self
  needs to delegate            • Fully managed by IT           simplicity are king
                                                                                           – style & personalization
• IT managed to meet             (front-door)                • No internal IT support,
                                                                                         • Desire for rich media
  security requirements        • Working mother – draws        no servers
                                                                                         • Rapid feature adoption
  (back-door)                    clear work/personal
• Single, active social life     boundary
Persona Examples

AlumSocial: An online application for
universities to foster connection and
   information sharing with alums
TARGET ALUMNI USER
           Persona: Jeff
                                                                                         Key Tasks
                               Description:                                              • Register
                               Jeff is a 2006 graduate of Northwestern University,       •Join hockey club
                               with an economics major. He now lives and works in        affinity group
                               San Francisco with his girlfriend Stephanie and their     •Find an alumni
                               dog Patches.                                              friend
                                                                                         • Read newsfeed of
                               User Scenario:                                            reunion information
                               Jeff likes interacting with his undergrad friends and     •Find events in San
                               hanging out with other NU alums in San Francisco,         Francisco
Basic Demographics:            especially hockey buddies. He wants to learn about
Age:27
Occupation: Business Analyst
                               and participate in events, but doesn’t have the time or
Hometown: East Hanover, NJ     initiative to go find or plan them. He knows his 5th
Marital Status: Single
                               year class reunion is coming up and wants to know
                               more about it.
Attributes
•Social Follower               User Goals:
•Easy-going                    •Stay in touch with old friends
•Analytical                    •Be informed about alumni events in his city
•Has 200+ Facebook friends     •Understand what’s going on at the university
                               •Find out about his class reunion
TARGET ALUMNI SUPER-USER
           Persona: Carolyn
                                                                                            Key Tasks
                                  Description:                                              • Maintain class
                                  Carolyn is a 2006 graduate of Northwestern University,    reunion page
                                  with a biology major. She lives in Virginia, works at a   • Recruit classmates
                                  pharmaceutical company, takes gourmet cooking             to join the NU
                                  classes and volunteers at a local middle school.          network
                                                                                            • Plan an event
                                  User Scenario:                                            • Put updates on the
                                  Carolyn was very involved in NU campus life and           newsfeed
                                  wants to sustain the community beyond graduation.         • Communicate with
Basic Demographics:               She uses AlumSocial to organize NU alum events in         university planners
Age:27
Occupation: Pharma Account Rep.
                                  Virginia and was selected to organize her 5 year class
Hometown: Chicago, IL             reunion. She wants to use AlumSocial as a planning
Marital Status: Single
                                  and communication tool to inform the alums in her
                                  class year about the reunion.
Attributes
•High Energy                      User Goals:
•Social Planner                   •Coordinate events with local alums.
•Super Friendly                   •Build attendance at the class reunion.
•400+ Facebook Friends            •Maintain active involvement in alumni events
                                  •Find and communicate with a variety of classmates.
TARGET UNIVERSITY USER
           Persona: Susan
                                                                                                 Key Tasks
                                        Description:                                             • Update university
                                        Susan has been in the Office of Alumni Relations at NU   news
                                        for the last seven years. She’s charged with building    • Recruit alums to
                                        alumni engagement at NU through communication,           join the network
                                        events and coordinating class reunions.                  • Plan events
                                                                                                 • Gain insights from
                                        User Scenario:                                           user behavior
                                        Susan is looking for a platform that allows her to       analysis
                                        easily communicate with alumni and generate              • Communicate with
Basic Demographics:                     excitement around university events. With many           alumni planners
Age:45
Occupation: Alumni Relations Director
                                        other concerns, she needs a tool that is easy to use
Hometown: Saginaw, MI                   and effectively manages itself. She will use
Marital Status: Married
                                        AlumSocial as another avenue to engage the
                                        university community in ongoing communication.
Attributes
•Networker                              User Goals:
•Organized                              •Connect alums to the university through social media.
•Super Friendly                         •Build attendance at alumni events.
•Late-adopter                           •Increase alumni engagement with the university.
                                        •Gain insights on alumni experience and wants
Storyboard
• Walkthrough of use of a
  particular system
• Informal
• Usually shared in
  common place across a
  team
• Modeled on frames in a
  “comic” strip or the way
  a TV commercial is
  pitched
Where to go




           Core Travelers




              Publish Trip
                                                                           Storyboard




Find People @ Destination
                             Plan a trip on facebook with “Serendigital”




        Notify and respond
Storyboard
                                                 Plan a trip on facebook with Serendigital




                                                                                                                                     Notify and respond
                                                              Publish Trip




                                                                                             Find People @ Destination
                                                                                                                                                          Pick friends to
Where to go




                              Core Travelers
              Search                           Search in                     Decide scope                                Look
              Location                         Friends                       of publishing                                                                notify
                                                                                                                         through
                                                                                                                                                          Send FB
              Enter                            Send                          Send Link                                   network                          Message
              Description                      Notification
                                                                                                                         Find                             Manage
              Specify Dates                    Manage                                                                    Hometowns                        response
              Publish on my                    Accept
                                                                                                                         Look at
              Profile
                                                                                                                         status
Storyboarding Scenarios
• Expand from the data about the user and your
  canvas and value prop, to develop specific
  scenarios/tasks your product will solve
• Build from the affinity information and
  sequences
• Use your “personas” (roles) as the guideline
• Describes the process, human interactions,
  and UI that surround and envelope your
  product
Contextual Design to MVP
                           Value Proposition and User Scenario



Interviews                          Models                   Personas               Storyboards   MVP


                Affinity                                     Persona
                                                             Description and user
         Insight 1   Insight 2   Insight 3                   scenarios
         Data        Data        Data
                                                             Goals
         Data        Data        Data
                                                             Tasks

                                             Sequence
                                             Trigger Event


                                                Step 1


                                                Step 2


                                                Step 3

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Northwestern NUvention web storyboard and personas 1 22-2013

  • 1. Personas and Storyboards Todd Warren 1/22/2013
  • 2. NUvention Web in Context •Persona •Detailed •Revenue •Value Prop •Target Value Prop Model •Target Market Problem Segment •Initial Initial •Potential Customer MVP ID Definition •Storyboards Product Pitch Channels •Basic •Landing •Customer •Product Scenario Page Trial Refinement Scenario Slice MVP
  • 3. Contextual Design to MVP Value Proposition and User Scenario Interviews Models Personas Storyboards MVP Affinity Persona Description and user Insight 1 Insight 2 Insight 3 scenarios Data Data Data Goals Data Data Data Tasks Sequence Trigger Event Step 1 Step 2 Step 3
  • 4. Building a “Persona” • Composite users for your system • Can be for different roles (think end users, influencer, decision maker, economic buyer) or for distinct types of users (students vs. parents)
  • 5. PERSONA TEMPLATE Name Description: Key Tasks Vivid description of the kind of user What they do User Scenario: Aspirational view of how they would use the product/interact and receive the marketing message Basic Demographics: How old is the segment? More likely male or female? From where in the world? Attributes Key Facts or attributes about User Goals: the user in the segment What the user is trying to accomplish relative to the relative to the product product
  • 7. US/Europe end-user segmentationthe most feature-rich devices DFs seek many features device fanatics equipped with the latest technology. They Productivity while mobile is key for Business are focused more focused on Power Users. A device must help them be communication than boosting productivity. 12.4M more efficient and effective when mobile. (4%) 9M personal entertainment business (3%) enthusiasts power users Personal Entertainment 15.9M Enthusiasts like their phones (6%) 59.4M to provide a means for social (21%) communication and be a source of mobile communicators entertainment. SCs want a device that is fashionable and allows them to coordinate their social life with friends and family. primarily for primarily for work 97.9M personal (34%) organizers Organizers tend to use a smaller set of features. They want a phone that allows 92.3M them to connect with friends, family or work (32%) via voice or SMS. infrequent users Infrequent Users view mobile phones primarily as a safety device and as such, use all features, including voice, infrequently. style/industrial design highly important few features
  • 8. Windows Mobile Persona Family Marco April Peter Eva (BPU) (BPU) (ORG) (SC) • Senior manager • Field-based sales, has no • Small business owner • Connecting & sharing • Frequent global travel – corporate office of her • ORG who values some with social network multiple language and own advanced productivity • Phone is fun – explore & timezone support • Manages complex LOB features discover • Has admin. assistant – data • Ease of use and • Phone is extension of self needs to delegate • Fully managed by IT simplicity are king – style & personalization • IT managed to meet (front-door) • No internal IT support, • Desire for rich media security requirements • Working mother – draws no servers • Rapid feature adoption (back-door) clear work/personal • Single, active social life boundary
  • 9. Persona Examples AlumSocial: An online application for universities to foster connection and information sharing with alums
  • 10. TARGET ALUMNI USER Persona: Jeff Key Tasks Description: • Register Jeff is a 2006 graduate of Northwestern University, •Join hockey club with an economics major. He now lives and works in affinity group San Francisco with his girlfriend Stephanie and their •Find an alumni dog Patches. friend • Read newsfeed of User Scenario: reunion information Jeff likes interacting with his undergrad friends and •Find events in San hanging out with other NU alums in San Francisco, Francisco Basic Demographics: especially hockey buddies. He wants to learn about Age:27 Occupation: Business Analyst and participate in events, but doesn’t have the time or Hometown: East Hanover, NJ initiative to go find or plan them. He knows his 5th Marital Status: Single year class reunion is coming up and wants to know more about it. Attributes •Social Follower User Goals: •Easy-going •Stay in touch with old friends •Analytical •Be informed about alumni events in his city •Has 200+ Facebook friends •Understand what’s going on at the university •Find out about his class reunion
  • 11. TARGET ALUMNI SUPER-USER Persona: Carolyn Key Tasks Description: • Maintain class Carolyn is a 2006 graduate of Northwestern University, reunion page with a biology major. She lives in Virginia, works at a • Recruit classmates pharmaceutical company, takes gourmet cooking to join the NU classes and volunteers at a local middle school. network • Plan an event User Scenario: • Put updates on the Carolyn was very involved in NU campus life and newsfeed wants to sustain the community beyond graduation. • Communicate with Basic Demographics: She uses AlumSocial to organize NU alum events in university planners Age:27 Occupation: Pharma Account Rep. Virginia and was selected to organize her 5 year class Hometown: Chicago, IL reunion. She wants to use AlumSocial as a planning Marital Status: Single and communication tool to inform the alums in her class year about the reunion. Attributes •High Energy User Goals: •Social Planner •Coordinate events with local alums. •Super Friendly •Build attendance at the class reunion. •400+ Facebook Friends •Maintain active involvement in alumni events •Find and communicate with a variety of classmates.
  • 12. TARGET UNIVERSITY USER Persona: Susan Key Tasks Description: • Update university Susan has been in the Office of Alumni Relations at NU news for the last seven years. She’s charged with building • Recruit alums to alumni engagement at NU through communication, join the network events and coordinating class reunions. • Plan events • Gain insights from User Scenario: user behavior Susan is looking for a platform that allows her to analysis easily communicate with alumni and generate • Communicate with Basic Demographics: excitement around university events. With many alumni planners Age:45 Occupation: Alumni Relations Director other concerns, she needs a tool that is easy to use Hometown: Saginaw, MI and effectively manages itself. She will use Marital Status: Married AlumSocial as another avenue to engage the university community in ongoing communication. Attributes •Networker User Goals: •Organized •Connect alums to the university through social media. •Super Friendly •Build attendance at alumni events. •Late-adopter •Increase alumni engagement with the university. •Gain insights on alumni experience and wants
  • 13. Storyboard • Walkthrough of use of a particular system • Informal • Usually shared in common place across a team • Modeled on frames in a “comic” strip or the way a TV commercial is pitched
  • 14. Where to go Core Travelers Publish Trip Storyboard Find People @ Destination Plan a trip on facebook with “Serendigital” Notify and respond
  • 15. Storyboard Plan a trip on facebook with Serendigital Notify and respond Publish Trip Find People @ Destination Pick friends to Where to go Core Travelers Search Search in Decide scope Look Location Friends of publishing notify through Send FB Enter Send Send Link network Message Description Notification Find Manage Specify Dates Manage Hometowns response Publish on my Accept Look at Profile status
  • 16. Storyboarding Scenarios • Expand from the data about the user and your canvas and value prop, to develop specific scenarios/tasks your product will solve • Build from the affinity information and sequences • Use your “personas” (roles) as the guideline • Describes the process, human interactions, and UI that surround and envelope your product
  • 17. Contextual Design to MVP Value Proposition and User Scenario Interviews Models Personas Storyboards MVP Affinity Persona Description and user Insight 1 Insight 2 Insight 3 scenarios Data Data Data Goals Data Data Data Tasks Sequence Trigger Event Step 1 Step 2 Step 3