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Workshop 2: Creating and using Personas: A practitioner's workshop

Monday, July 8th, 8:30-5:00

Contact:

jpruitt@microsoft.com

Keywords:

A possible new method, User-centered design, Scenario Based Design, User Profiles & Representations, Field/ethnographic research

Audience:

Intermediate, Advanced

Abstract:

The concept of using abstract representations of target users (i.e., personas) in product design has become increasingly well known. This workshop will provide a forum to address issues and share best practices with those who have attempted to use personas or a related methodology.

Duration

One day

Topic Category:

Usability method implementation or adaptation

System, Product, or Project Focus:

No specific system, product, or project orientation

Participant selection criteria

While each of the organizers for this workshop has experience with this methodology in one form or another, this will not be a one-way, didactic "how to" session. Thus, the workshop will solicit people who have used personas (or a similar methodology/concept) in product design and are interested in sharing their general methods, best practices, and lessons learned. Based on expressed interest from colleagues and related professionals, we believe that there will be an abundance of qualified and interested participants. However, we hope to limit the attendance to 15 to 20. We will solicit the UPA community as well as human factors and HCI professionals across the computing industry. Additionally, as this workshop was given at the 2001 UPA meeting, we will solicit last year's participants. Returning participants that are accepted will be encouraged to contribute additional discussion reflecting on techniques learned about and tried due to last year's workshop.

Position Paper Required for Acceptance

Workshop registration is closed. If you are interested in participating please contact the workshop coordinator immediately. (Previous registration information: You must submit a position paper for this workshop before your workshop registration will be accepted and processed. Send your position paper to jpruitt@microsoft.com. Please include the following information in your position paper:)

All participants will be selected based on the quality of submitted position papers containing the following pieces of information:
  1. Education, work experience, and interests in Usability/HCI,
  2. A brief description of their specific experience with personas or related methodology,
  3. An overview of their process and approach to the method,
  4. A view of the benefits and problems of the method in general or a brief statement of the lessons learned from their practices and experiences,
  5. A statement of what they'd like to accomplish in the workshop; including a list of pressing questions, issues to be discussed, and/or new ideas to share,
  6. A sample persona document.

Pre-workshop participant activities

Interested participants must complete a short worksheet that outlines their exact process for creating and using personas. The position papers and personas samples of the accepted participants will be disseminated several weeks prior to the workshop and participants will be asked to review these materials. Additionally, participants will be asked to bring additional example persona materials to the workshop that were not part of their sample persona document. These materials will be displayed on tables at the back of the room throughout the workshop for reference.

Pre-workshop facilitator activities

Prior to the workshop, the facilitators will carefully review each participant's position paper. The facilitators will do the following activities based on these position papers:
  1. Organize a composite "prototypical" process (based on #3 above)
  2. Compile and organize the questions and issues described (based on #4 and #5 above)
  3. Analyze and organize the persona samples (from #6)
  4. Compile all of the items above into a workbook to be handed out to each participant at the beginning of the workshop.

Detailed description of content with session timeline

The workshop will begin with a short introductory session followed by several short, focused, small-group discussions (i.e., groups of 4 to 6 people), each moderated by one of the facilitators. During these small group sessions, group scribes will document key points of the discussions on a paper easel. After each small group discussion, the groups will reconvene as a whole to share the discussions and conclusions from each smaller group. Towards the end of the day, a final whole-group discussion session will take place to reflect on the day's discussion, make future plans for discussion and dissemination of information, and allow for closing statements by the facilitators.

At least four main topics will be discussed in the small group sessions:

  1. Creating personas (procedure & contents)
  2. Illustrating and communicating personas (documents and other media)
  3. Using personas (activities)
  4. Validating your personas and evaluating the method

Agenda:

9:00 - 10:00 - Workshop leaders introduce overall topic;Participants introduce themselves;Workshop leaders describe the goals and agenda for the day.
10:00 - 10:15 - Break
10:15 - 11:45 - Break into 3 subgroups of participants (w/co-moderator in each group).
Participants in each subgroup are encouraged to share their individual experiences with the persona creation process (i.e. what has worked, what has not, what concrete practices have they evolved from the Cooper concept of personas?) (Topic 1 above).
11:45 - 12:15 - Reports from each subgroup to the entire group (10 minutes each) - presented on paper easel.
12:15 - 1:15 - Lunch
1:15 - 2:30 - Second set of different subgroups is formed to discuss participants' experience with how personas are best illustrated, communicated and utilized (Topics 2 & 3 above).
2:30 - 3:00 - Report back to the group
3:00 - 3:15 - Break
3:15 - 4:30 - Break into 3 different subgroups to discuss the lessons learned, cost, efficacy and measures of validity of the personas and the method itself. Compile a best practices list, unanswered questions, caveats, etc. (Topic 4 above).
4:30 - 5:00 - Report back to group
5:00 - 5:30 - Discuss process moving forward: plans to do research, methods of disseminated findings, forming special interest group, etc. The best practices compilation should form the basis of a solid applied theory article to be written and submitted for publication in User Experience.

Dissemination of Results

At a later date, the facilitators would like to write an article for User Experience to share the insights from the workshop with the UPA community at large. The leaders will also consider proposing a tutorial, paper or a panel based on this workshop for the following UPA annual meeting. Other possible methods of dissemination and continued information sharing will be discussed as a group at the end of the workshop.

Bios for proposed workshop leaders

John S. Pruitt, Ph.D.
Usability Lead
MSX User Research Group, Microsoft Corporation
Voice: (425) 703-4938
Fax: (425) 936-7329
Email: jpruitt@microsoft.com

John is currently a Usability Lead for the MSX User Research Group in the Windows Division at Microsoft Corporation. He joined Microsoft in 1997 and has conducted usability research for a variety of products and services including Windows Operating systems, MSN.com, and MSN Explorer. Prior to Microsoft, he was an invited researcher at the Advanced Telecommunications Research Laboratory, Human Information Processing Division, in Kyoto, Japan and was also a government scientist for the Naval Air Warfare Center, Training Systems Division. He has published articles and book chapters on speech perception, second-language learning, training and naturalistic decision-making. John holds a Ph.D. in Experimental Psychology from the University of South Florida.

Holly Jamesen
User Experience Lead
Attenex Corporation
Voice: (206) 679-0643
Fax: (206) 386-5841
Email: holly@attenex.com

Holly is a part of the Human-Centered Design Team at the Attenex Corporation, based in Seattle. Her responsibilities include task analysis, interaction design, and usability testing for legal services software. Before coming to Attenex, Holly was a usability engineer at Akamai Technologies. She earned a Master's degree in Communication in 1999 from the University of Washington, where she also served as a graduate consultant at the UWired Center for Teaching, Learning and Technology. Her research focused on collaboration in online learning environments.

Tamara Adlin
Strategic Product Designer
Attenex Corporation
Voice: (206) 604-6507
Fax: (206) 386-5841
Email: tamara@attenex.com

Tamara is a strategic product designer at Attenex Corporation, where she is responsible for designing software solutions for the legal services industry. Formerly, she was the Human-Centered Design Team Lead at Akamai Technologies' Seattle office, where she was responsible for establishing Human-Centered Design processes in streaming application development. In her previous positions as Lead Interface Designer at MetaBridge and User Interface Program Manager at INTERVU and Netpodium, Tamara created interface designs for a variety of web applications and the Netpodium interactive broadcasting toolset. As an Engineering Psychologist at the Army Research Laboratory, Tamara evaluated human factors issues associated with military systems. She received her Master's degree in Technical Communication from the University of Washington, where she focused on User Interface design techniques and interdisciplinary communication.