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iPersonas | Inclusive requirements for your Personas
Inclusive Design (Guest Lecture)
February 2012

Caleb Tang @calebtang
UX Consultant | Foolproof
Accessibility | UK Usability Professionals’ Association
Contents

1.  What are Personas?
2.  Why Inclusive Personas?
3.  Extending the persona development process
4.  References




© 2012 Foolproof Limited                        2
“
“A persona is a user archetype you can use to help guide
decisions about product features, navigation, interactions,
and even visual design”

                                               – Kim Goodwin
What are Personas?

A typical Persona may include:
§  Profile (name, age, job etc)
§  Goals (life goals, experience goals and end
    goals)
§  Motivations (triggers, rewards etc)
§  Frustrations (barrier, things to avoid etc)
§  Context of use (desk, mobile, on-the-go etc)
§  Skills (domain knowledge, use of technology
    etc)
§  Decision making process (behaviours,
    preference etc)




© 2012 Foolproof Limited                           4
Contents

1.  What are Personas?
2.  Why inclusive Personas?
3.  Extending the persona development process
4.  References




© 2012 Foolproof Limited                        6
There	
  are	
  One	
  Billion	
  people	
  in	
  the	
  world	
  
currently	
  currently	
  living	
  with	
  a	
  disability	
  
Why Inclusive Persona?


                           Many people do not consider their
                                    condition as a disability




© 2012 Foolproof Limited                                        8
Why Inclusive Persona?




Disabilities can be invisible,
temporary or acquired


© 2012 Foolproof Limited         9
Why Inclusive Persona?




I’m sorry but we are all going to
experience disability at some point!




© 2012 Foolproof Limited               10
Contents

1.  What are Personas?
2.  Why Inclusive Personas?
3.  Extending the persona development process
4.  References




© 2012 Foolproof Limited                        11
“

    Inclusive	
  
    Thinking	
             +	
     UCD	
  
                                   Personas	
     =	
     Inclusive	
  	
  
                                                          Personas	
  

© 2012 Foolproof Limited                                                      12
Extending UCD Personas process


                                                              ObservaCons	
  
                           Hypothesis	
                       and	
  findings	
  
      Desk-­‐based	
                        Contextual	
                              Analysis	
  
      research	
                            research	
  



                                                                              Behavioural	
  
                                                                              segments	
  


                                                               Skeleton	
  
                                            Write	
  up	
      personas	
             Workshop	
  
                                            personas	
  



© 2012 Foolproof Limited                                                                             13
1. Desk-based research

Where to find data?
§  Customer service/support logs
§  Previous research
§  Available analytics and statistics
§  Disability related organisations
§  Standards and guidelines
§  Good old Web

                                         Involve an
                                         Accessibility
                                         Expert early in
                                         the process

© 2012 Foolproof Limited                                   14
2. Contextual research

Research tools you could use
§  Home or workplace visits
§  Coffee shop interviews
§  One-to-one lab interviews
§  Focus groups
§  Co-design


How many people and who to include?
                                                          Involve users
§  It depends….
§  6-8 from each disability group
                                                          with disabilities
§  Rule of third (e.g. 12 users + 6 with disabilities)   as much as you
§  Different disability groups through iterations        can
§  Include those with invisible disabilities,
    temporary disabilities and older people
© 2012 Foolproof Limited                                                      15
2. Contextual research

Where to find them?
§  Employees or customers panel
§  Disability organisations
§  Specialised recruitments
§  Friends of friends or social media
§  They have already responded to your
    recruitment


What to gather?
                                                     Involve users
§  Stories of themselves and friends                with disabilities
§  Adaptive/Assistive technologies and tools used   as much as you
    as well as their level of expertise
                                                     can
§  Condition related frustrations, barriers,
    motivations and preferences

© 2012 Foolproof Limited                                                 16
3. Analysis

How to analyse
§  Map data to behavioural axis
§  Identify patterns of user groups
§  Prioritise disability conditions
§  Consider personal vs. condition specific
    preference


                                               Inclusive
                                               requirements are
                                               just better design
                                               requirements

© 2012 Foolproof Limited                                            17
4. Workshop

What to discuss?
§  Identify overlapping and conflicting behaviours
§  Stretch personas to a manageable number
    (normally between three and seven)
§  Identify primary, secondary and negative
    personas



                                                      Find the sweet
                                                      spot between the
                                                      requirements


© 2012 Foolproof Limited                                                 18
5. Write up personas

Inclusive requirements can be in form of
§  Previous experiences
§  Future needs
§  Friends or family of persona
§  Secondary personas
§  Age related needs
§  Context specific needs
§  Behavioural characteristics
                                           Personas don’t
§  Preferred touch points
§  Preferred interaction styles
                                           design, designers
                                           do


© 2012 Foolproof Limited                                   19
Contents

1.  What are Personas?
2.  Why inclusive Personas?
3.  Extending the persona development process
4.  References




© 2012 Foolproof Limited                        20
References
Personas
§  AEGIS
  http://www.aegis-project.eu/index.php?
  option=com_content&view=article&id=63&Itemid=53
§  W3C
  http://www.w3.org/WAI/redesign/personas
§  Just Ask
  http://www.uiaccess.com/accessucd/personas_eg.html


Inclusive Design
§  Inclusive Design Toolkit
  http://www.inclusivedesigntoolkit.com/


Standards
§  BS 8878 Web Accessibility code of practice
§  Web Content Accessibility Guidelines (WCAG2)
© 2012 Foolproof Limited                               21
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iPersonas: Inclusive requirements for your personas

  • 1. iPersonas | Inclusive requirements for your Personas Inclusive Design (Guest Lecture) February 2012 Caleb Tang @calebtang UX Consultant | Foolproof Accessibility | UK Usability Professionals’ Association
  • 2. Contents 1.  What are Personas? 2.  Why Inclusive Personas? 3.  Extending the persona development process 4.  References © 2012 Foolproof Limited 2
  • 3. “ “A persona is a user archetype you can use to help guide decisions about product features, navigation, interactions, and even visual design” – Kim Goodwin
  • 4. What are Personas? A typical Persona may include: §  Profile (name, age, job etc) §  Goals (life goals, experience goals and end goals) §  Motivations (triggers, rewards etc) §  Frustrations (barrier, things to avoid etc) §  Context of use (desk, mobile, on-the-go etc) §  Skills (domain knowledge, use of technology etc) §  Decision making process (behaviours, preference etc) © 2012 Foolproof Limited 4
  • 5.
  • 6. Contents 1.  What are Personas? 2.  Why inclusive Personas? 3.  Extending the persona development process 4.  References © 2012 Foolproof Limited 6
  • 7. There  are  One  Billion  people  in  the  world   currently  currently  living  with  a  disability  
  • 8. Why Inclusive Persona? Many people do not consider their condition as a disability © 2012 Foolproof Limited 8
  • 9. Why Inclusive Persona? Disabilities can be invisible, temporary or acquired © 2012 Foolproof Limited 9
  • 10. Why Inclusive Persona? I’m sorry but we are all going to experience disability at some point! © 2012 Foolproof Limited 10
  • 11. Contents 1.  What are Personas? 2.  Why Inclusive Personas? 3.  Extending the persona development process 4.  References © 2012 Foolproof Limited 11
  • 12. Inclusive   Thinking   +   UCD   Personas   =   Inclusive     Personas   © 2012 Foolproof Limited 12
  • 13. Extending UCD Personas process ObservaCons   Hypothesis   and  findings   Desk-­‐based   Contextual   Analysis   research   research   Behavioural   segments   Skeleton   Write  up   personas   Workshop   personas   © 2012 Foolproof Limited 13
  • 14. 1. Desk-based research Where to find data? §  Customer service/support logs §  Previous research §  Available analytics and statistics §  Disability related organisations §  Standards and guidelines §  Good old Web Involve an Accessibility Expert early in the process © 2012 Foolproof Limited 14
  • 15. 2. Contextual research Research tools you could use §  Home or workplace visits §  Coffee shop interviews §  One-to-one lab interviews §  Focus groups §  Co-design How many people and who to include? Involve users §  It depends…. §  6-8 from each disability group with disabilities §  Rule of third (e.g. 12 users + 6 with disabilities) as much as you §  Different disability groups through iterations can §  Include those with invisible disabilities, temporary disabilities and older people © 2012 Foolproof Limited 15
  • 16. 2. Contextual research Where to find them? §  Employees or customers panel §  Disability organisations §  Specialised recruitments §  Friends of friends or social media §  They have already responded to your recruitment What to gather? Involve users §  Stories of themselves and friends with disabilities §  Adaptive/Assistive technologies and tools used as much as you as well as their level of expertise can §  Condition related frustrations, barriers, motivations and preferences © 2012 Foolproof Limited 16
  • 17. 3. Analysis How to analyse §  Map data to behavioural axis §  Identify patterns of user groups §  Prioritise disability conditions §  Consider personal vs. condition specific preference Inclusive requirements are just better design requirements © 2012 Foolproof Limited 17
  • 18. 4. Workshop What to discuss? §  Identify overlapping and conflicting behaviours §  Stretch personas to a manageable number (normally between three and seven) §  Identify primary, secondary and negative personas Find the sweet spot between the requirements © 2012 Foolproof Limited 18
  • 19. 5. Write up personas Inclusive requirements can be in form of §  Previous experiences §  Future needs §  Friends or family of persona §  Secondary personas §  Age related needs §  Context specific needs §  Behavioural characteristics Personas don’t §  Preferred touch points §  Preferred interaction styles design, designers do © 2012 Foolproof Limited 19
  • 20. Contents 1.  What are Personas? 2.  Why inclusive Personas? 3.  Extending the persona development process 4.  References © 2012 Foolproof Limited 20
  • 21. References Personas §  AEGIS http://www.aegis-project.eu/index.php? option=com_content&view=article&id=63&Itemid=53 §  W3C http://www.w3.org/WAI/redesign/personas §  Just Ask http://www.uiaccess.com/accessucd/personas_eg.html Inclusive Design §  Inclusive Design Toolkit http://www.inclusivedesigntoolkit.com/ Standards §  BS 8878 Web Accessibility code of practice §  Web Content Accessibility Guidelines (WCAG2) © 2012 Foolproof Limited 21