Using personas for executive alignment

Pens, paper, ipads and pizza. What else would you need?

The first day consisted of pulling the team together from noon to 3pm (pizzas were brought in) and presenting them a short introduction. The presentation stressed that we were going to look at the company from the customer’s point of view. Our goal was to articulate who the customer was (or were) and what needs they have that we could choose to serve or not serve. Michelle and I introduced the executives to the concept of an ad-hoc persona by explaining that these were going to be “people” they believed were going to be our customers now and in the coming future. It was important for us to stress the difference between real personas and ad-hoc ones. These were not going to be research-proven customer archetypes. They were however going to be reference points which the team can use as filters in the 2012 planning and decision-making process. We closed the short pitch with examples of what they’d be creating.

The team was going to sketch quadrants for each persona. Here is an example of a finished persona:

Example of ad hoc persona

The top left quadrant was for a sketch of the individual, a name and some basic demographics.

The top right quadrant was for behaviors and beliefs of the persona.

The bottom left quadrant was for demographics.

The bottom right quadrant was for needs and goals.

The team was given 15 minutes to create as many personas as they could or felt were necessary.

Once complete, each executive presented their persona to the team. They read the persona out loud and posted up on a wall. The team would then provide some feedback on the realistic qualities (or not) of that persona and some real-time adjustments were made.

Marc Cenedella, CEO & Founder of TheLadders, presenting his personas

Next, the team was asked to place each persona on a set of 5 spectrums. The spectrums were: years of experience, education, ambition, risk tolerance and tech savviness. Each executive was given three Agile planning poker cards. The cards had the numbers 1, 3 or 5 on them and the team was asked to vote by raising the card they felt most appropriately mapped where each persona fell on each spectrum.

The team voting with planning poker cards

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