Using personas for executive alignment

A few weeks ago one of our talented Interactive Designers, Michelle Zassenhaus, suggested we pitch TheLadders executive team on a persona research project. We discussed the need and merit of this project for a while without reaching a clear consensus. Where I was getting stuck was the need for this exercise given how much face time we actually have with our customers. We run usability testing every week. We call customers on an ad hoc basis but it amounts to nearly weekly conversations. The company has an annual focus group initiative and our customer service teams are always vocal with prevalent customer issues. In short, we know our users. So why would we need to create personas?

I posed the question to several folks including Tristan Kromer. Tristan suggested that instead of trying to sell the organization on an expensive project where they weren’t sure what they would be getting for their money and we, the UX team, couldn’t cohesively articulate why we were even doing it, we should introduce the executive team to the concept of personas as a corporate alignment tool. The idea seemed not only viable but also valuable. At the end of that lunch-time chat, I promised Tristan I’d write a blog post recapping the activity and its results. And so, here we are.

I decided to pitch the organization on a proto-persona (aka ad-hoc persona) exercise where the executive team would articulate who they believed we were building products for and how our current and future offerings would meet their needs in the near-term future. My belief was that in each of their points of view, the executive team had a different target audience in mind. In addition, I believed that many of them were approaching corporate strategy from the inside out – in other words, from their particular discipline (e.g., marketing, products/features, services, customer support, etc) and not from a customer-centric point of view. The goal of the exercise was to get everybody’s points of view out on the table and then consolidated into a single, shared consensus about who we believe our customers are and what needs of theirs we should be solving in 2012 and beyond.

My timing could not have been any better. The team was going through the nascent stages of 2012 planning and, if I could have the exercise pulled together quickly, we could build it into their process. I built a quick proposal where I articulated a problem statement, the objectives and goals of the exercise and the specific methodology we would employ to achieve those goals. Michelle and I reviewed it a bit and off it went for executive approval. Luckily for us it was quickly approved and I was cleared to book the executive team for two, 3-hour meetings over the next two weeks.

(It’s worth mentioning that our target audience had broadly expanded in the month prior to these exercises. In October 2011, TheLadders expanded its market reach from the $100k+ salary range to include professionals of all levels. This opened our products and service to a whole new set of potential customers. )

Day 1 – persona creation

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