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Personas
       A Sure Cure for the Ailing MRD

       Barbara Nelson
       Pragmatic Marketing, Inc.
       bnelson@pragmaticmarketing.com




0108                      Copyright 2002 Pragmatic Marketing, Inc. All rights reserved.
Pragmatic Marketing™
                                             Business      Product
                                                                           Advertising
                                              Case         Definition

             Distinctive     Market          Buy, Build
                                                          Positioning         Press
            Competence       Sizing          or Partner

              Market          Sales                          Sales          Speaking
                                              Pricing
             Research        Analysis                       Process       Engagements


             Prospect       Product           Thought       Roll-out         Lead
             Problems      Profitability      Leaders       Process        Generation
Strategic




                                                                                                                       Tactical
              Market       Quantitative      Strategic     Product         Promotional       Sales        Channel
             Analysis       Analysis         Planning      Planning      Communications      Tools        Support


            Technology      Win/Loss                        Product                                        “Special”
                                             Innovation                   Presentation    White Papers
            Assessment      Analysis                        Contract                                         Calls

            Competitive                                                                      Cost         Seminars &
                                                          Requirements    Demonstration
              Review                                                                      Justification   Tradeshows

                                                           Release           Printed                      Corporate
                                                                                          News Flash
                                                          Milestones        Collateral                      Visit

                                                                            Electronic    Competitive      Phone
                                                                            Collateral     Write-up        Support

                                                                                                                         2
Do you struggle to create products?

    Developers complain that requirements are not specific
    enough
    You believe you have asked for “apples” but
    development builds “oranges”
    Customers complain about lack of usability
    An overall feeling of being “out of control”




                                                             3
Representing different types of users


                Novices     “Regular        Power
                             People”        Users

        # of
   features




               Sales & CS      PM         Dev & CS

                            Skill-level
                                                     4
Persona

An ideal user that represents a programming
target




                                              5
Defining the problem

    Persona (“Who”)
    Requirement (“What”)
    Use-Case (“Why”)
    Specification (“How”)




                            6
Create Products for the Persona

    Create ideal, stereotypical users
      Name, gender, age
      Education level, computer literacy
      Background
      Current job situation
    Program only to these specific users
      Not “someone might want to do this.”

    Who do you want to DELIGHT?


                                             7
Example:
CD recorder software
    Persona: “Michelle”
      High-school senior
      Competent (not a computer novice)
      Uses AOL via dial-up for Internet
      access
      Checks email daily & spends hours
      chatting with friends
      Uses Word weekly for school projects
      Dad recently bought her a CDR drive
      She has hundreds of CDs and MP3
      files
                                             8
Example:
Presentation Software
    Persona: “Liz Jackson”
      Age 36
      Has a Master’s degree
      Conducts a hands-on workshop
      every week
      Uses reasonably current equipment
      Technically adept but not a power
      user
      Would like to focus on the students,
      not the technology


                                             9
Example:
Capacity Planning Software
    Persona: “Tim Grummitt”
      Age: 38
      Employer: major insurance company
      in the US
      Education: major in mathematics, minor in computer science
      Experience: 15 years total work experience with computers.
      Used IBM mainframes, UNIX servers, programmed in Fortran
      and Cobol; very knowledgeable with products from SAS
      Institute.
      Job description: Tim is responsible for estimating (modeling)
      capacity constraints on all IBM mainframe and Sun Solaris
      machines.


                                                                      10
Persona Document Template

   Name and title
      Naming is critical to the process
   Demographics
      Age, educational background, general computer literacy level
   Background
      How did they arrive at this job?
   Situation
      What is a day like for this person? What are their problems?
      Their goals?

   Maximum length: 2 pages


                                                                     11
Market Requirements Document Structure

  I. Theme for the release
  II. Persona(s)
  III. Requirements
    a)   Functional Requirements and Use Cases
    b)   Performance Requirements and Use Cases
    c)   Constraint Requirements and Use Cases
    d)   Interface Requirements and Use Cases




                                                  12
Exercise

For your product:
Identify personas for the primary users




                                          13
Resources

    www.PragmaticMarketing.com
    www.ProductMarketing.com
    Books
      The Inmates Are Running the Asylum – Alan Cooper
      Contextual Design – Karen Holtzblatt
    Article – “Writing the Market Requirements Document”




  Send me an email at bnelson@pragmaticmarketing.com


                                                           14

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Personas: A Sure Cure for the Ailing Market Requirements Document

  • 1. Personas A Sure Cure for the Ailing MRD Barbara Nelson Pragmatic Marketing, Inc. bnelson@pragmaticmarketing.com 0108 Copyright 2002 Pragmatic Marketing, Inc. All rights reserved.
  • 2. Pragmatic Marketing™ Business Product Advertising Case Definition Distinctive Market Buy, Build Positioning Press Competence Sizing or Partner Market Sales Sales Speaking Pricing Research Analysis Process Engagements Prospect Product Thought Roll-out Lead Problems Profitability Leaders Process Generation Strategic Tactical Market Quantitative Strategic Product Promotional Sales Channel Analysis Analysis Planning Planning Communications Tools Support Technology Win/Loss Product “Special” Innovation Presentation White Papers Assessment Analysis Contract Calls Competitive Cost Seminars & Requirements Demonstration Review Justification Tradeshows Release Printed Corporate News Flash Milestones Collateral Visit Electronic Competitive Phone Collateral Write-up Support 2
  • 3. Do you struggle to create products? Developers complain that requirements are not specific enough You believe you have asked for “apples” but development builds “oranges” Customers complain about lack of usability An overall feeling of being “out of control” 3
  • 4. Representing different types of users Novices “Regular Power People” Users # of features Sales & CS PM Dev & CS Skill-level 4
  • 5. Persona An ideal user that represents a programming target 5
  • 6. Defining the problem Persona (“Who”) Requirement (“What”) Use-Case (“Why”) Specification (“How”) 6
  • 7. Create Products for the Persona Create ideal, stereotypical users Name, gender, age Education level, computer literacy Background Current job situation Program only to these specific users Not “someone might want to do this.” Who do you want to DELIGHT? 7
  • 8. Example: CD recorder software Persona: “Michelle” High-school senior Competent (not a computer novice) Uses AOL via dial-up for Internet access Checks email daily & spends hours chatting with friends Uses Word weekly for school projects Dad recently bought her a CDR drive She has hundreds of CDs and MP3 files 8
  • 9. Example: Presentation Software Persona: “Liz Jackson” Age 36 Has a Master’s degree Conducts a hands-on workshop every week Uses reasonably current equipment Technically adept but not a power user Would like to focus on the students, not the technology 9
  • 10. Example: Capacity Planning Software Persona: “Tim Grummitt” Age: 38 Employer: major insurance company in the US Education: major in mathematics, minor in computer science Experience: 15 years total work experience with computers. Used IBM mainframes, UNIX servers, programmed in Fortran and Cobol; very knowledgeable with products from SAS Institute. Job description: Tim is responsible for estimating (modeling) capacity constraints on all IBM mainframe and Sun Solaris machines. 10
  • 11. Persona Document Template Name and title Naming is critical to the process Demographics Age, educational background, general computer literacy level Background How did they arrive at this job? Situation What is a day like for this person? What are their problems? Their goals? Maximum length: 2 pages 11
  • 12. Market Requirements Document Structure I. Theme for the release II. Persona(s) III. Requirements a) Functional Requirements and Use Cases b) Performance Requirements and Use Cases c) Constraint Requirements and Use Cases d) Interface Requirements and Use Cases 12
  • 13. Exercise For your product: Identify personas for the primary users 13
  • 14. Resources www.PragmaticMarketing.com www.ProductMarketing.com Books The Inmates Are Running the Asylum – Alan Cooper Contextual Design – Karen Holtzblatt Article – “Writing the Market Requirements Document” Send me an email at bnelson@pragmaticmarketing.com 14