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1




The Power of Ad-Hoc Personas:
Truly practical ways to get confused execs
on the same page.

Tamara Adlin
For UIE Virtual Seminars
February 2010




Copyright 2010, Tamara Adlin. All rights reserved.
2




About Me

• Author, Speaker & Consultant
• Corporate Underpants Blogger
• Co-Founder, Fell Swoop
• Consultant, adlin, inc.




Copyright 2010, Tamara Adlin. All rights reserved.
3


Like it or not, you already have
personas.

When developing rich experiences across multiple
channels with a large team, few people have the
same users in mind when making decisions.




Copyright 2010, Tamara Adlin. All rights reserved.
4


Categorization Exercise (I want / I
need)


This is freakin’ hard.
                  Enterprise                                          Small-Medium                                            Mom-and-Pop
                                                                       Businesses
                                   I need to
                                                     I want to                                 I need to
    I need ROI-                   protect the                            I have to                                                  I need                   I need to
                                                    know how                                 know how to
   and that’s all                   existing                            manage this                                                custom                  know you are
                                                      support                                  staff this
   I care about                      infra-                              all alone!                                                reports.                   reliable
                                                       works.                                 internally.
                                   structure.

                                                                                                                           lakj aslkdjf    lakj aslkdjf      lakj aslkdjf
                                                      lakj aslkdjf                         lakj aslkdjf    lakj aslkdjf    lakdfj alkjl    lakdfj alkjl      lakdfj alkjl
  lakj aslkdjf    lakj aslkdjf      lakj aslkdjf      lakdfj alkjl         lakj aslkdjf    lakdfj alkjl    lakdfj alkjl     ladjj fljlafj    ladjj fljlafj      ladjj fljlafj
  lakdfj alkjl    lakdfj alkjl      lakdfj alkjl       ladjj fljlafj        lakdfj alkjl     ladjj fljlafj    ladjj fljlafj      aljkjd          aljkjd            aljkjd
   ladjj fljlafj    ladjj fljlafj      ladjj fljlafj        aljkjd             ladjj fljlafj      aljkjd          aljkjd
     aljkjd          aljkjd            aljkjd                                 aljkjd
                                                                                                                                           lakj aslkdjf
                                                      lakj aslkdjf                                                                         lakdfj alkjl
                                                      lakdfj alkjl                                                                          ladjj fljlafj     lakj aslkdjf
                                                       ladjj fljlafj                                                        lakj aslkdjf       aljkjd         lakdfj alkjl
  lakj aslkdjf                      lakj aslkdjf         aljkjd            lakj aslkdjf    lakj aslkdjf                    lakdfj alkjl                       ladjj fljlafj
  lakdfj alkjl                      lakdfj alkjl                           lakdfj alkjl    lakdfj alkjl                     ladjj fljlafj                        aljkjd
   ladjj fljlafj                      ladjj fljlafj                           ladjj fljlafj    ladjj fljlafj                      aljkjd
     aljkjd                            aljkjd                                 aljkjd          aljkjd

                                                      lakj aslkdjf                                                                         lakj aslkdjf
                                                      lakdfj alkjl                                                                         lakdfj alkjl
                                                       ladjj fljlafj                                                        lakj aslkdjf     ladjj fljlafj     lakj aslkdjf
  lakj aslkdjf                                           aljkjd                            lakj aslkdjf                    lakdfj alkjl       aljkjd         lakdfj alkjl
  lakdfj alkjl                                                                             lakdfj alkjl                     ladjj fljlafj                      ladjj fljlafj
   ladjj fljlafj                                                                             ladjj fljlafj                      aljkjd                            aljkjd
     aljkjd                                                                                   aljkjd

                                                      lakj aslkdjf
                                                      lakdfj alkjl
                                                       ladjj fljlafj
                                                         aljkjd




Copyright 2010, Tamara Adlin. All rights reserved.
5




Example of Persona Prioritization

• Give every exec 100 points (or
     200)
• Give out points according to
     business value of each
     persona
     - “If we don’t make _________
          ridiculously happy, we’ve
          failed.”
• No two personas can get the
     same score, unless it’s zero.
     - They will always forget this
          rule.

Copyright 2010, Tamara Adlin. All rights reserved.
6




                                                                             Ellen’s Goals &                    How We’ll Answer
                                        Ellen Evans                          Questions
                                        PRIORITY: 2 / CATEGORY: INTERESTED                                      Yes, we list all the best jobs in
                                                                             I want to build my career—         the industry, but that’s not all
                                      “I need tools and information          make more money, get more          we have for you.

                                      that can help me work even             responsibility, and build a        We have more than one event a
                                                                             reputation in this industry.
                                      faster and smarter…I have no                                              year, and here’s when they are,
                                      time or tolerance for anything         I want to find good shortcuts       what they cover, etc.
                                      that bogs me down!”                    along the way so I can work        We have some prepared ideas
                                                                             smarter.                           for you to justify the cost of
Description                                                                  I want to build my contacts.       your membership to your boss.
Ellen is an event planner, and she’s proud of her career. She started        This biz is all about who you
out as an executive assistant to the VP of Sales at Acme, Inc. She
                                                                             know.                              “Oh, By The Way...”
kind of ‘fell in’ to being an event planner; when she was an
executive assistant, she had to organize meetings for the board and          I want to stay up to date, but I   Yes, we have it all…but we’re
other small gatherings. Her boss then asked her to put together an                                              thinking about you and your
                                                                             don’t want to become a
incentive trip for the sales people, and she found out that she was
really good at pulling off a big event like that…and she liked it! She       scholar. There’s only so much      needs. Our job is to keep you
started learning about event planning as a career and now is                 time in the day—who has time       up to date without having to
‘officially’ an event planner at Acme. These days, she finds herself          for big reports?                   dedicate your life to it. We do
looking at brochures for Cancun, the Bahamas, and Hawaii, and on                                                the hard stuff—the sorting, the
the phone wheeling and dealing to get a great deal on a block of
100 rooms, massive numbers of flights, and meals for a whole
                                                                             Ellen’s Questions, in              summarizing, and the
bunch of picky people. It’s really fun.                                      Her Own Terms                      prioritizing—so you don’t have
                                                                                                                to.
 Ellen has been a member MPI for 2 years. She heard about the                What other jobs are out there
organization when she started learning about event planning and              for me?
she convinced her then boss to pay the membership fee for her.
Ellen is excited to grow her career now that she’s confident in her           What’s the next event?
abilities and interest in event planning. In fact, it might just be time
to see what other jobs are out there. She bets she could leverage            How can I convince my boss to
her new skills to make more money than she does now (and to                  re-up my membership?
move to a company where people don’t still think of her as an
 Copyright 2010, Tamara Adlin. All rights reserved.
7


The Persona-Weighted Feature Matrix:
Pet features fall to the bottom like




Copyright 2010, Tamara Adlin. All rights reserved.
8


Taking the Matrix one step farther:
Creating effective communication with your

• You have the feature
     priorities...
                                                              Work on these                       Work on these
                                                             features LATER                       features NOW

                                                                                   HIGH

• which are based on persona                                                      Benefit to
                                                                                  Personas

     priorities...
• which are based on business                          LOW                                                    HIGH
     and brand goals...                              Technical
                                                     Feasibility
                                                                                                            Technical
                                                                                                            Feasibility


• which were approved by the
     execs...
                                                                                   LOW
                                                                                  Benefit to
                                                                                  Personas
                                                         Ignore these features,                    Work on these
                                                            possibly forever.                  features later, MAYBE




Copyright 2010, Tamara Adlin. All rights reserved.
9


Personas are Characters;
Use Design Maps to Create the Stories
                  Design Map: Ellen signs up for MPI for the first time
                  Lorem ipsum        Lorem ipsum     Lorem ipsum       Lorem ipsum    Lorem ipsum       Lorem ipsum     Lorem ipsum    Lorem ipsum    Lorem ipsum     Lorem ipsum    Lorem ipsum
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                  amet,              amet,           amet,             amet,          amet,             amet,           amet,          amet,          amet,           amet,          amet,
                  consectetuer       consectetuer    consectetuer      consectetuer   consectetuer      consectetuer    consectetuer   consectetuer   consectetuer    consectetuer   consectetuer
                  adipisci           adipisci        adipisci          adipisci       adipisci          adipisci        adipisci       adipisci       adipisci        adipisci       adipisci

Lorem ipsum       Lorem ipsum        Lorem ipsum     Lorem ipsum       Lorem ipsum    Lorem ipsum       Lorem ipsum     Lorem ipsum    Lorem ipsum    Lorem ipsum     Lorem ipsum    Lorem ipsum
dolor sit         dolor sit          dolor sit       dolor sit         dolor sit      dolor sit         dolor sit       dolor sit      dolor sit      dolor sit       dolor sit      dolor sit
amet,             amet,              amet,           amet,             amet,          amet,             amet,           amet,          amet,          amet,           amet,          amet,
consectetuer      consectetuer       consectetuer    consectetuer      consectetuer   consectetuer      consectetuer    consectetuer   consectetuer   consectetuer    consectetuer   consectetuer
adipisci          adipisci           adipisci        adipisci          adipisci       adipisci ras et   adipisc         adipisci       adipisci.      adipisci        adipisci       adipisci
                                                     Donec lectus                     sem at ras et     Lorem ipsum                                                   Lorem ipsum
                                                     turpis, tempor                   sem at ras et     dolor sit                                     ras et sem at   dolor sit      Lorem ipsum
                                                     id, cursus        Lorem ipsum    sem at            amet,           Lorem ipsum                                   amet,          dolor sit
                                                     vitae, eleifend   dolor sit                        consectetuer    dolor sit      Lorem ipsum                    consectetuer   amet,
                                                     in, ri            amet,                                            amet,          dolor sit                      adipisci       consectetuer
                                                                                                        Lorem ipsum                    amet,                                         adipisci
                                                                       consectetuer   Lorem ipsum                       consectetuer                  Lorem ipsum
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                                                     dolor sit                        amet,                                                           amet,           Lorem ipsum
  Key                                                                                                   consectetuer
                                                     amet,                            consectetuer                                                    consectetuer    dolor sit
                                                                                                        adipisc
                                                     consectetuer                                                                      Lorem ipsum    adipisci        amet,
                                                                                                        Lorem ipsum     Lorem ipsum
    steps                                            adipisci                                                                          dolor sit                      consectetuer
                                                                                      ras et sem at     dolor sit       dolor sit
                                                     Donec lectus      Lorem ipsum                                                     amet,
                                                                                                        amet,           amet,
                                                     turpis, tempor    dolor sit                                                       consectetuer                   Lorem ipsum
    comments or                                                                       ras et sem at     consectetuer    consectetuer
                                                     id, cursus        amet,                                                           adipisci                       dolor sit
    assumptions                                                                                         adipisci        adipisci
                                                     vitae, eleifend   consectetuer                                                                                   amet,
    questions                                        in, ri            adipisci                                                                                       consectetuer
                                                                                      Lorem ipsum       ras et sem at                                                 adipisci
                                                                                      dolor sit                                                                       Lorem ipsum
    ideas                                                                             amet,                                                                           dolor sit
                                                                                                        Lorem ipsum
                                                                                      consectetuer                                                                    amet,
                                                                                                        dolor sit
                                                                                      adipisci                                                                        consectetuer
                                                                                                        amet,                                                         adipisci
                                                                                                        consectetuer
                                                                                                        adipisci




Copyright 2010, Tamara Adlin. All rights reserved.
10




Join us!
The Power of Ad-Hoc Personas
Virtual Seminar

For more info, and to sign up:
www.UIE.com




Copyright 2010, Tamara Adlin. All rights reserved.

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Ad Hoc Personas Virtual Seminar Preview

  • 1. 1 The Power of Ad-Hoc Personas: Truly practical ways to get confused execs on the same page. Tamara Adlin For UIE Virtual Seminars February 2010 Copyright 2010, Tamara Adlin. All rights reserved.
  • 2. 2 About Me • Author, Speaker & Consultant • Corporate Underpants Blogger • Co-Founder, Fell Swoop • Consultant, adlin, inc. Copyright 2010, Tamara Adlin. All rights reserved.
  • 3. 3 Like it or not, you already have personas. When developing rich experiences across multiple channels with a large team, few people have the same users in mind when making decisions. Copyright 2010, Tamara Adlin. All rights reserved.
  • 4. 4 Categorization Exercise (I want / I need) This is freakin’ hard. Enterprise Small-Medium Mom-and-Pop Businesses I need to I want to I need to I need ROI- protect the I have to I need I need to know how know how to and that’s all existing manage this custom know you are support staff this I care about infra- all alone! reports. reliable works. internally. structure. lakj aslkdjf lakj aslkdjf lakj aslkdjf lakj aslkdjf lakj aslkdjf lakj aslkdjf lakdfj alkjl lakdfj alkjl lakdfj alkjl lakj aslkdjf lakj aslkdjf lakj aslkdjf lakdfj alkjl lakj aslkdjf lakdfj alkjl lakdfj alkjl ladjj fljlafj ladjj fljlafj ladjj fljlafj lakdfj alkjl lakdfj alkjl lakdfj alkjl ladjj fljlafj lakdfj alkjl ladjj fljlafj ladjj fljlafj aljkjd aljkjd aljkjd ladjj fljlafj ladjj fljlafj ladjj fljlafj aljkjd ladjj fljlafj aljkjd aljkjd aljkjd aljkjd aljkjd aljkjd lakj aslkdjf lakj aslkdjf lakdfj alkjl lakdfj alkjl ladjj fljlafj lakj aslkdjf ladjj fljlafj lakj aslkdjf aljkjd lakdfj alkjl lakj aslkdjf lakj aslkdjf aljkjd lakj aslkdjf lakj aslkdjf lakdfj alkjl ladjj fljlafj lakdfj alkjl lakdfj alkjl lakdfj alkjl lakdfj alkjl ladjj fljlafj aljkjd ladjj fljlafj ladjj fljlafj ladjj fljlafj ladjj fljlafj aljkjd aljkjd aljkjd aljkjd aljkjd lakj aslkdjf lakj aslkdjf lakdfj alkjl lakdfj alkjl ladjj fljlafj lakj aslkdjf ladjj fljlafj lakj aslkdjf lakj aslkdjf aljkjd lakj aslkdjf lakdfj alkjl aljkjd lakdfj alkjl lakdfj alkjl lakdfj alkjl ladjj fljlafj ladjj fljlafj ladjj fljlafj ladjj fljlafj aljkjd aljkjd aljkjd aljkjd lakj aslkdjf lakdfj alkjl ladjj fljlafj aljkjd Copyright 2010, Tamara Adlin. All rights reserved.
  • 5. 5 Example of Persona Prioritization • Give every exec 100 points (or 200) • Give out points according to business value of each persona - “If we don’t make _________ ridiculously happy, we’ve failed.” • No two personas can get the same score, unless it’s zero. - They will always forget this rule. Copyright 2010, Tamara Adlin. All rights reserved.
  • 6. 6 Ellen’s Goals & How We’ll Answer Ellen Evans Questions PRIORITY: 2 / CATEGORY: INTERESTED Yes, we list all the best jobs in I want to build my career— the industry, but that’s not all “I need tools and information make more money, get more we have for you. that can help me work even responsibility, and build a We have more than one event a reputation in this industry. faster and smarter…I have no year, and here’s when they are, time or tolerance for anything I want to find good shortcuts what they cover, etc. that bogs me down!” along the way so I can work We have some prepared ideas smarter. for you to justify the cost of Description I want to build my contacts. your membership to your boss. Ellen is an event planner, and she’s proud of her career. She started This biz is all about who you out as an executive assistant to the VP of Sales at Acme, Inc. She know. “Oh, By The Way...” kind of ‘fell in’ to being an event planner; when she was an executive assistant, she had to organize meetings for the board and I want to stay up to date, but I Yes, we have it all…but we’re other small gatherings. Her boss then asked her to put together an thinking about you and your don’t want to become a incentive trip for the sales people, and she found out that she was really good at pulling off a big event like that…and she liked it! She scholar. There’s only so much needs. Our job is to keep you started learning about event planning as a career and now is time in the day—who has time up to date without having to ‘officially’ an event planner at Acme. These days, she finds herself for big reports? dedicate your life to it. We do looking at brochures for Cancun, the Bahamas, and Hawaii, and on the hard stuff—the sorting, the the phone wheeling and dealing to get a great deal on a block of 100 rooms, massive numbers of flights, and meals for a whole Ellen’s Questions, in summarizing, and the bunch of picky people. It’s really fun. Her Own Terms prioritizing—so you don’t have to.  Ellen has been a member MPI for 2 years. She heard about the What other jobs are out there organization when she started learning about event planning and for me? she convinced her then boss to pay the membership fee for her. Ellen is excited to grow her career now that she’s confident in her What’s the next event? abilities and interest in event planning. In fact, it might just be time to see what other jobs are out there. She bets she could leverage How can I convince my boss to her new skills to make more money than she does now (and to re-up my membership? move to a company where people don’t still think of her as an Copyright 2010, Tamara Adlin. All rights reserved.
  • 7. 7 The Persona-Weighted Feature Matrix: Pet features fall to the bottom like Copyright 2010, Tamara Adlin. All rights reserved.
  • 8. 8 Taking the Matrix one step farther: Creating effective communication with your • You have the feature priorities... Work on these Work on these features LATER features NOW HIGH • which are based on persona Benefit to Personas priorities... • which are based on business LOW HIGH and brand goals... Technical Feasibility Technical Feasibility • which were approved by the execs... LOW Benefit to Personas Ignore these features, Work on these possibly forever. features later, MAYBE Copyright 2010, Tamara Adlin. All rights reserved.
  • 9. 9 Personas are Characters; Use Design Maps to Create the Stories Design Map: Ellen signs up for MPI for the first time Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit amet, amet, amet, amet, amet, amet, amet, amet, amet, amet, amet, consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer adipisci adipisci adipisci adipisci adipisci adipisci adipisci adipisci adipisci adipisci adipisci Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum Lorem ipsum dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit dolor sit amet, amet, amet, amet, amet, amet, amet, amet, amet, amet, amet, amet, consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer consectetuer adipisci adipisci adipisci adipisci adipisci adipisci ras et adipisc adipisci adipisci. adipisci adipisci adipisci Donec lectus sem at ras et Lorem ipsum Lorem ipsum turpis, tempor sem at ras et dolor sit ras et sem at dolor sit Lorem ipsum id, cursus Lorem ipsum sem at amet, Lorem ipsum amet, dolor sit vitae, eleifend dolor sit consectetuer dolor sit Lorem ipsum consectetuer amet, in, ri amet, amet, dolor sit adipisci consectetuer Lorem ipsum amet, adipisci consectetuer Lorem ipsum consectetuer Lorem ipsum dolor sit consectetuer Lorem ipsum adipisci dolor sit adipisci dolor sit amet, adipisci dolor sit amet, amet, Lorem ipsum Key consectetuer amet, consectetuer consectetuer dolor sit adipisc consectetuer Lorem ipsum adipisci amet, Lorem ipsum Lorem ipsum steps adipisci dolor sit consectetuer ras et sem at dolor sit dolor sit Donec lectus Lorem ipsum amet, amet, amet, turpis, tempor dolor sit consectetuer Lorem ipsum comments or ras et sem at consectetuer consectetuer id, cursus amet, adipisci dolor sit assumptions adipisci adipisci vitae, eleifend consectetuer amet, questions in, ri adipisci consectetuer Lorem ipsum ras et sem at adipisci dolor sit Lorem ipsum ideas amet, dolor sit Lorem ipsum consectetuer amet, dolor sit adipisci consectetuer amet, adipisci consectetuer adipisci Copyright 2010, Tamara Adlin. All rights reserved.
  • 10. 10 Join us! The Power of Ad-Hoc Personas Virtual Seminar For more info, and to sign up: www.UIE.com Copyright 2010, Tamara Adlin. All rights reserved.