1/20




   Week 6


융합리서치
방법론 + 실습 (Theory & Practice)




                               융합리서치 방법론 & 실습 | WEEK 6 : IPersona
2/20


     Introduction                 understanding major issues about
1    Ice Braking                  integrated media research planning & practice

                                  Overview(concept/purpose/methods)
2    Research Process
                                  Define research question


3    Research Process             Secondary(Desk) Research


                                  Design research process
4    Qualitative(Design) method
                                  Discovering phase

                                  Interpretation phase
5    Qualitative(Design) method
                                  - Affinity Diagram

                                  Modeling phase
6    Qualitative(Design) method
                                  - Persona

                                  Co-Creation, ideation phase
7    Qualitative(Design) method
                                  - Scenario building, mind mapping

                                  - Paper prototyping
8    Prototyping
                                  - Video prototyping

                                  survey (1)
9    Quantitative method          - research elements
                                  - sample design

                                  survey (2)
10   Quantitative method
                                  - questionnaire design

                                  survey (3)
11   Quantitative method
                                  - statistical analysis


12   Quantitative method          FGI(Focus Group Interview)


                                  - Experiment
13   Quantitative method
                                  - Content Analysis


14   project report               writing a project paper


     presentation of              presentation of term paper which is
15   term project Results         performed in this semester

                                                       융합리서치 방법론 & 실습 | WEEK 6 : IPersona
TODAY.


Interpretation


                40min                                 50min
               50min            Practice
                                                     50min
         • PERSONA                             •SHARE YOUR
                          • PERSONA WORKSHOP    PERSONA


                Lecture                                Report
                                50min
                               100min




                                                                융합리서치 방법론 & 실습 | WEEK 6 : IPersona
1
WHAT is Persona?
A Persona is an artificial person,
invented for the purpose of helping a designer
understand the people who will be using their product.




                                                         융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Decisions should be based on users
 Knowledge about users must be actionable

Learning about users requires direct contact

           You are not your user

    Business results depend on satisfying users


                                            융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Personas bring focus




                       융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Personas
    build
empathy




융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Personas encourage consensus




                  융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Personas create efficiency




                         융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Personas lead to
better decisions
                                           Personas for Strategy
                                           Framework for business decisions,
                                           offerings, channel usage, features



                     Personas for Marketing
                     Framework for marketing campaigns, branding,
                     messaging, market research



Personas for Design
Information architecture, interaction design, visual design,
content development, user testing
                                                                      융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Persona as a Design Tool
          What would you get if you tried to design a car
               that pleased every possible driver?




                                                            융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Persona as a Design Tool

   The car would try to include every desirable characteristic for every driver.
                         No one would want to drive it.




                                                                    융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Invented at Cooper(1999)




                 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
A Persona is user archetype you can use to help guide decisions
about product features, navigations, interactions and even
visual designs

A Persona are representative behavior and activity profile
that are contextual and specific to particular application or
services

As a design research tool, they are a powerful way to
communicate knowledge, activities, interests, influencers,
goals, andpain points

                                                   융합리서치 방법론 & 실습 | WEEK 6 : IPersona
2
HOW to make Persona?




                       융합리서치 방법론 & 실습 | WEEK 6 : IPersona
QUALITATIVE (INSIGHTS)
     Collages                               Diary/Journal Studies

                User Interviews                         Shadow Shopping
                                                        (Shop-Along)
                                                                                        Usability Testing
     Focus Groups                                       Field Studies
                                  User Advisory Panel
                                                        (Contextual Inquiry)

                                                                                                      Eye Tracking
                                                                      User Reports
                                             Participatory Design

                                     Card Sorting              Intercepts
GOALS & ATTITUDES                                                                                                         BEHAVIORS
(ASPIRATIONAL)                                                                                                             (ACTUAL)
                                     Customer Support Data
                                                                                     Automated Usability Testing


                      User Surveys
                                                                                                            Site Traffic/
                                                                                                            Log File Analysis

                                                                                                            A/B Testing
                                                QUANTITATIVE (VALIDATION)

                                                                                                        융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Qualitative Research




                         융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Segmentation




          Behaviors

Goals
                      Attitudes


                              융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Segmentation: Marketing vs. Personas

      Marketing                        Personas



              Age
                                            Behaviors
   Income
                  Gender           Goals

       Other
    demographics                           Attitudes

     Sell to people


                           Understand how people will actually
                                      use the site

                                                융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Segmentation: Marketing vs. Personas
                                            Demographic


                             Consumer
                             Market

                                            Psychographic

                Identifier
                Variables

                                             Geographic
                             Business
                             Market
                                             Market Size

  Persona
  Development

                                              Attitude, Goal, Needs


                                              Usage Situation
                 Response      Behavioral
                 Variables
                                              Sensitivity to Marketing Mix



                                              Purchasing Behavior/Actual Tasks


                                                                       융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Segmentation by Goals
 What are different people trying to do on the site?

      Hierarchy of Goals
                                    Be happy               Attitude | Motivator
                                    Be independent         Attitude | Motivator
                                    Buy a house            Goal
                                    Understand process     Experience Goal|Need
                                    Learn about points     Task

  Other goals:
  • Buy commercial property
                                           Get a mortgage loan
  • Find an apartment
                                       •
                                           Get insurance
  • Sell a house
                                       •
                                       •   Find a moving company


                                                             융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| How to make Persona



 A. Choose the personas to write
 B. Identify representative users for each persona
 C. Identify goals, roles, and tasks for each persona
 D. Write the persona
 F. Write a user scenario—an extended task description
 G. Check your personas




                                                         융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| How to make Persona




A   Choose the personas to write
    ① Create a persona for core roles / Issue
    ② Determine if there are more job role than you identified originally
    ③ Challenge market segmentation categories
    ④ Pay attention to skill level and power differences




                                                                            융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| How to make Persona




B   Identity representatives users for each persona
    ① Weed out the less interesting users/Keep the users who got a lot of insights, interesting
    strategies, perspectives, rich stories
    ② Review the profile(Affinity notes) and characterizes their key tasks
    ③ Pick base user (evocative)
    ④ Write a short fiction story inspired by real life




                                                                        융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| How to make Persona




C   Identify goals, roles, and tasks for each persona

    - Goals. For each user related to the persona, ask: What is this user trying to accomplish?
    What do they care about? What makes them feel good at the end of the day?

    - Roles. What hats are your users wearing? How would they divide up their responsibilities?
    Give your role an evocative name that makes you think about the intent of the role—avoid
    job titles.

    - Key tasks/ Behaviors What are the most important tasks for this user? What sequences
    did you capture for these users?




                                                                           융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| How to make Persona
              U2 profile
              This is an R&D facility, at a large pharmaceutical company. They make the active
              ingredient for bulk quantity. U2 has been an analyst here for two years. Started as
              part time student then went full time in the Q/C lab (1 year, 3 months). Has a
              degree in biology with a major in toxicology. Works in three shifts of eight hours
              each. Rotates the shift every seven days. Two to three analysts per shift. During
              the time we were there, there were three analysts. Referred to as analyst rather
              than chemist or technician.
              U2 goals
              • Keep samples running through analysis at speed. He has procedures and habits for
              running multiple tests at once, and depends on them. Minor shortcuts, such as
              keeping measurements in memory rather than writing them down immediately, are
              okay.
              • Operate as a competent member of the lab. He is in control of his lab, his procedures,
              and his equipment.
              • Manage multiple analyses in parallel. He’s able to track them all at once.
              U2 roles
              • Analysis Runner—He runs predefined analysis processes on samples.
              • Dishwasher—He spends a lot of time cleaning up after experiments, cleaning instruments,
              and disposing of samples.
              • Scheduler—He has to track all the samples as they come in and juggle their priorities
              against work already in the queue and the characteristics of the tests themselves—
              for example, whether it requires a lot of his intervention.
              • Recorder—Much of his time is filling out forms and adding to his lab notebook,
              recording the work he’s already done.
              U2 tasks from sequence models
              •   Run predefined analyses on sample material as it comes in.
              •   Identify problems with equipment and fix when within his competence.
              •   Keep lab notebook up to date.
              •   Report results of analysis.




                                                                                  융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| How to make Persona

                        1. Big Picture
                        a. Name of person



D
                        b. General demographics (age, profession, location, profile type, etc)
    Write the persona   c. Personal sketch (education, family, car type. lifestyle, hobbies, etc)
                        d. General relationship with technology & the web

                        2. Roles
                        2. Goals (5 key goals)

                        3. Experience goals

                        4. Attitudes

                        5. Behaviors
                        6. Mood board
                        References, products, characteristics supporting the personas.

                                                                      융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Test Your Persona
• Explain key differences you’ve
   observed among users
• Be different enough from
   each other
• Feel like real people
• Be described quickly
• Cover all users
• Clearly affect decision making




                 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
3
Create Nudies




                융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Hello! I’m nudi




                  융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
4
Using Persona




                융합리서치 방법론 & 실습 | WEEK 6 : IPersona
융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Persona Cards




                  융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Life size cuts




                   융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Other Ideas for Keeping Personas Alive



•   Posters
•   Day-in-the-life photos, audio diaries, etc.
•   Role-playing
•   Quizzes
•   Staple to documents
•   Email addresses




                                                  융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Business Strategy




                    융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Features and Functionality




                        융합리서치 방법론 & 실습 | WEEK 6 : IPersona
| Process
                                 Design Goal& Principle
                          해결을 위해 서비스 사용자들의 Unmet Needs와
                                Latent Needs는 무엇인가?




Define
| 배경 및 환경조사
                     Discovery
                     | 사용자 조사 및 관찰
                                                   Synthesis
                                                   | 모델링, 아이디어
                                                                       !
                                                                     Big Idea       Implementation
                                                                                    | 프로토타이핑, 적용



         Problem Define                                        Solution Suggestion
   무엇이 문제이고 그것을 어떻게 해결할 것인가?                               환경적 문제와 사용자들의 Needs와의
                                                          Gap을 줄일 수 있는 방안은 무엇이 있는가?




                                                                                융합리서치 방법론 & 실습 | WEEK 6 : IPersona
For Next 50 min
>> Persona



                  융합리서치 방법론 & 실습 | WEEK 6 : IPersona
Q&A
      융합리서치 방법론 & 실습 | WEEK 6 : IPersona

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[Imr]week6

  • 1. 1/20 Week 6 융합리서치 방법론 + 실습 (Theory & Practice) 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 2. 2/20 Introduction understanding major issues about 1 Ice Braking integrated media research planning & practice Overview(concept/purpose/methods) 2 Research Process Define research question 3 Research Process Secondary(Desk) Research Design research process 4 Qualitative(Design) method Discovering phase Interpretation phase 5 Qualitative(Design) method - Affinity Diagram Modeling phase 6 Qualitative(Design) method - Persona Co-Creation, ideation phase 7 Qualitative(Design) method - Scenario building, mind mapping - Paper prototyping 8 Prototyping - Video prototyping survey (1) 9 Quantitative method - research elements - sample design survey (2) 10 Quantitative method - questionnaire design survey (3) 11 Quantitative method - statistical analysis 12 Quantitative method FGI(Focus Group Interview) - Experiment 13 Quantitative method - Content Analysis 14 project report writing a project paper presentation of presentation of term paper which is 15 term project Results performed in this semester 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 3. TODAY. Interpretation 40min 50min 50min Practice 50min • PERSONA •SHARE YOUR • PERSONA WORKSHOP PERSONA Lecture Report 50min 100min 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 4. 1 WHAT is Persona? A Persona is an artificial person, invented for the purpose of helping a designer understand the people who will be using their product. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 5. Decisions should be based on users Knowledge about users must be actionable Learning about users requires direct contact You are not your user Business results depend on satisfying users 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 6. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 7. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 8. Personas bring focus 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 9. Personas build empathy 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 10. Personas encourage consensus 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 11. Personas create efficiency 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 12. Personas lead to better decisions Personas for Strategy Framework for business decisions, offerings, channel usage, features Personas for Marketing Framework for marketing campaigns, branding, messaging, market research Personas for Design Information architecture, interaction design, visual design, content development, user testing 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 13. | Persona as a Design Tool What would you get if you tried to design a car that pleased every possible driver? 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 14. | Persona as a Design Tool The car would try to include every desirable characteristic for every driver. No one would want to drive it. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 15. Invented at Cooper(1999) 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 16. A Persona is user archetype you can use to help guide decisions about product features, navigations, interactions and even visual designs A Persona are representative behavior and activity profile that are contextual and specific to particular application or services As a design research tool, they are a powerful way to communicate knowledge, activities, interests, influencers, goals, andpain points 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 17. 2 HOW to make Persona? 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 18. QUALITATIVE (INSIGHTS) Collages Diary/Journal Studies User Interviews Shadow Shopping (Shop-Along) Usability Testing Focus Groups Field Studies User Advisory Panel (Contextual Inquiry) Eye Tracking User Reports Participatory Design Card Sorting Intercepts GOALS & ATTITUDES BEHAVIORS (ASPIRATIONAL) (ACTUAL) Customer Support Data Automated Usability Testing User Surveys Site Traffic/ Log File Analysis A/B Testing QUANTITATIVE (VALIDATION) 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 19. | Qualitative Research 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 20. Segmentation Behaviors Goals Attitudes 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 21. | Segmentation: Marketing vs. Personas Marketing Personas Age Behaviors Income Gender Goals Other demographics Attitudes Sell to people Understand how people will actually use the site 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 22. | Segmentation: Marketing vs. Personas Demographic Consumer Market Psychographic Identifier Variables Geographic Business Market Market Size Persona Development Attitude, Goal, Needs Usage Situation Response Behavioral Variables Sensitivity to Marketing Mix Purchasing Behavior/Actual Tasks 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 23. | Segmentation by Goals What are different people trying to do on the site? Hierarchy of Goals Be happy Attitude | Motivator Be independent Attitude | Motivator Buy a house Goal Understand process Experience Goal|Need Learn about points Task Other goals: • Buy commercial property Get a mortgage loan • Find an apartment • Get insurance • Sell a house • • Find a moving company 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 24. | How to make Persona A. Choose the personas to write B. Identify representative users for each persona C. Identify goals, roles, and tasks for each persona D. Write the persona F. Write a user scenario—an extended task description G. Check your personas 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 25. | How to make Persona A Choose the personas to write ① Create a persona for core roles / Issue ② Determine if there are more job role than you identified originally ③ Challenge market segmentation categories ④ Pay attention to skill level and power differences 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 26. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 27. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 28. | How to make Persona B Identity representatives users for each persona ① Weed out the less interesting users/Keep the users who got a lot of insights, interesting strategies, perspectives, rich stories ② Review the profile(Affinity notes) and characterizes their key tasks ③ Pick base user (evocative) ④ Write a short fiction story inspired by real life 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 29. | How to make Persona C Identify goals, roles, and tasks for each persona - Goals. For each user related to the persona, ask: What is this user trying to accomplish? What do they care about? What makes them feel good at the end of the day? - Roles. What hats are your users wearing? How would they divide up their responsibilities? Give your role an evocative name that makes you think about the intent of the role—avoid job titles. - Key tasks/ Behaviors What are the most important tasks for this user? What sequences did you capture for these users? 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 30. | How to make Persona U2 profile This is an R&D facility, at a large pharmaceutical company. They make the active ingredient for bulk quantity. U2 has been an analyst here for two years. Started as part time student then went full time in the Q/C lab (1 year, 3 months). Has a degree in biology with a major in toxicology. Works in three shifts of eight hours each. Rotates the shift every seven days. Two to three analysts per shift. During the time we were there, there were three analysts. Referred to as analyst rather than chemist or technician. U2 goals • Keep samples running through analysis at speed. He has procedures and habits for running multiple tests at once, and depends on them. Minor shortcuts, such as keeping measurements in memory rather than writing them down immediately, are okay. • Operate as a competent member of the lab. He is in control of his lab, his procedures, and his equipment. • Manage multiple analyses in parallel. He’s able to track them all at once. U2 roles • Analysis Runner—He runs predefined analysis processes on samples. • Dishwasher—He spends a lot of time cleaning up after experiments, cleaning instruments, and disposing of samples. • Scheduler—He has to track all the samples as they come in and juggle their priorities against work already in the queue and the characteristics of the tests themselves— for example, whether it requires a lot of his intervention. • Recorder—Much of his time is filling out forms and adding to his lab notebook, recording the work he’s already done. U2 tasks from sequence models • Run predefined analyses on sample material as it comes in. • Identify problems with equipment and fix when within his competence. • Keep lab notebook up to date. • Report results of analysis. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 31. | How to make Persona 1. Big Picture a. Name of person D b. General demographics (age, profession, location, profile type, etc) Write the persona c. Personal sketch (education, family, car type. lifestyle, hobbies, etc) d. General relationship with technology & the web 2. Roles 2. Goals (5 key goals) 3. Experience goals 4. Attitudes 5. Behaviors 6. Mood board References, products, characteristics supporting the personas. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 32. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 33. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 34. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 35. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 36. Test Your Persona • Explain key differences you’ve observed among users • Be different enough from each other • Feel like real people • Be described quickly • Cover all users • Clearly affect decision making 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 37. 3 Create Nudies 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 38. Hello! I’m nudi 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 39. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 40. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 41. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 42. 4 Using Persona 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 43. 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 44. | Persona Cards 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 45. | Life size cuts 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 46. | Other Ideas for Keeping Personas Alive • Posters • Day-in-the-life photos, audio diaries, etc. • Role-playing • Quizzes • Staple to documents • Email addresses 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 47. Business Strategy 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 48. Features and Functionality 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 49. | Process Design Goal& Principle 해결을 위해 서비스 사용자들의 Unmet Needs와 Latent Needs는 무엇인가? Define | 배경 및 환경조사 Discovery | 사용자 조사 및 관찰 Synthesis | 모델링, 아이디어 ! Big Idea Implementation | 프로토타이핑, 적용 Problem Define Solution Suggestion 무엇이 문제이고 그것을 어떻게 해결할 것인가? 환경적 문제와 사용자들의 Needs와의 Gap을 줄일 수 있는 방안은 무엇이 있는가? 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 50. For Next 50 min >> Persona 융합리서치 방법론 & 실습 | WEEK 6 : IPersona
  • 51. Q&A 융합리서치 방법론 & 실습 | WEEK 6 : IPersona