The Power of The Persona

You might also like

Download as pdf or txt
Download as pdf or txt
You are on page 1of 5

The Power of the

By Bonnie Rind

The lay of the land Frustrated developers


I was hired by WhizApp Corp, a well- Most days, product managers spent
established company with two major significant time with the developers in
products: DeskTop, a mature desktop formal meetings or ad-hoc discussions
business product with a substantial championing, designing and re-scoping
number of devoted users in a features. The developers had strong
The identification and application variety of fields, and DataMine, opinions on what was best for their
a server product newly introduced product, as well as what was possible,
of personas improved Development’s to harvest the content produced so the conversations could get intense.
by DeskTop. At times, developers expressed frustration
efficiency and quality during the
that their feature ideas were not reflected
WhizApp was in the process of in the requirements.
first development cycle in which transitioning the DeskTop business
they were used. In addition, the use from a B2C model to an enterprise Although the schedule was managed tightly
sales model. Sales of DeskTop and significant time was spent in design,
of personas significantly improved ensured the company was WhizApp’s development projects typically
profitable each year and the fell behind schedule. Even during crunch
corporate cohesiveness, focus and company’s new direct sales times, the developers worked a standard
team was well compensated day and went home while managers
decision making at every level. for consolidating licenses within worked long nights and weekends. In a
an account into an enterprise moment of candor, the go-to programmer
relationship. Since planned sales on the DeskTop team justified his work
In order to protect the of DataMine would dramatically schedule: the company always had more
increase DeskTop’s already large work than could reasonably be done and
company’s privacy, the names user base while also raising the all of it was always critical.
value of the content created by
of the company and its products DeskTop, DataMine would make When pressured by management to realize
WhizApp a strong candidate too many features, the developers battled
have been changed. back by implementing the features they
for acquisition.
thought most valuable or most interesting
according to their best judgment. In a
Great staff nutshell, the development staff felt
frustrated while struggling to:
The people working at WhizApp were top
notch. The departments were staffed with • Retain their product standards
hardworking, creative people. The founder
of the company, now in the CTO role, • Implement the features they felt were
continued to be an expert in his domain most important
as well as in high-tech. He directed the
• Receive recognition from senior
products’ future with cutting-edge ideas
management for their hard work
and innovations. The CEO cared deeply
for the products and his employees. The
Marketing people had years of experience Competing vision
with DeskTop. The highly skilled software
developers were experts in DeskTop’s In fact, there really wasn’t a shared vision
subject matter. Overall, the employees among the executives for either one of
were dedicated to the company, the WhizApp’s products. The executives
products, and the customers. regularly debated the value and opportunity
represented by DataMine, the best roadmap

­18  •  The Pragmatic Marketer  •  Volume 5, Issue 4, 2007


for DeskTop, the amount to invest in
developer dollars for both, and the risk/
reward of various product release plans and
timelines. The second-level managers also
had strong opinions about how to best
succeed. As each person lobbied a
solution and tilted work just slightly
in the direction most representative
of that vision, the output of the
development, product management
and marketing departments became
noticeably dissimilar.

Troubling results
DataMine 1.0 had been sent to market
with little functionality and an obviously
awkward interface. The previous
release of DeskTop had been of
mediocre quality and was now
suffering poor adoption and slow
sales as existing users chose to
stick with the previous version,
and corporations demurred from
standardizing on an unstable
product. Unfortunately, since
DataMine required the newest
version of DeskTop in order to
function, the overall corporate
strategy of selling to enterprise
accounts suffered.
Overall, this wonderful company
with an established, successful
product and another early-stage
product (based on a solid concept)
was suffering from issues of:
• Conflicted vision
• Roadmap uncertainty
• Poor prior product releases While I didn’t expect personas
to be a cure-all for this list, I was
• Frequent changes to release expectations,
confident personas would help
plans and schedules
Development and Product Management
• Developer-chosen features and interfaces find more common ground and improve
overall development execution. 
• Dissimilar product-related output from
different departments

The Pragmatic Marketer  •  Volume 5, Issue 4, 2007  •  19


The Power of the Persona

What is a persona? Getting to know your persona The power of the persona
In theatre, a persona, meaning “mask” While a persona isn’t a real person, Once the company internalizes
in Latin, refers to a role played by an he must feel like a real person to the personas and how they relate
actor. Colloquially, the term is used to everyone in your company. Therefore, to the product, these personas guide
describe the social representation we in addition to facts related to his use Marketing and Product Management
all put on display in daily life. In of the product, we must have basic in simplifying and clarifying product
product management and development, knowledge about our persona documentation such as the product
a persona is a detailed representation including his: roadmap, requirements documents
of an example user. and marketing material.
• Name, age, and education
For our purposes, we create By looking at the product and product
personas, or example users, as tools • Socioeconomic class and plan from the personas point of view,
to represent the needs, desires, skills socioeconomic desires communications become more
and environment of one or more • Life or career goals, fears, hopes, straightforward because:
classes of real users. The terminology and attitudes
we use is as follows: • Superfluous information and over-
• Reasons for using the product specifications can be eliminated
• The primary persona is the
primary user of the particular • Needs and expectations of the • Features are prioritized according
interface or entire product. product to the persona’s values

• The secondary persona is another • Intellectual and physical skills that • Product messaging can focus on the
user of the primary interface, one for can be applied to the product product’s value to the buyer persona
whom we will make accommodations Personas are especially powerful for
so long as the primary persona’s • Personal biases about the product
or product space development teams. Once developers
experience is not compromised. get to know these carefully chosen
• The negative persona is the user The key to making a useful, valid example users, they gain an ability to
for whom we explicitly will not add persona is: put themselves in the persona’s shoes.
product features or capabilities This new empathy empowers them to:
• She must be carefully created during
because to do so will pull our a discovery process that includes • Understand requirements with less
product in a direction we do interviewing actual users and detail and specification
not want to go. company employees exposed to the
actual users. • Make good, reasonable
• The buyer persona is the buyer implementation decisions
(either an extension of an existing • She must be consistent and lifelike. independently
persona or a non-user) whose biases
and needs must be addressed in the • She must represent the most useful • Raise valid concerns and
product and/or the marketing class of product users. opportunities
material.
In other words, the persona must be a • Stay focused on the real
These personas enable us to make well-described, archetype of a user requirements and avoid being
appropriate decisions when building group. You know you have a valid sidetracked by edge cases
and marketing our products. persona identified when you can
imagine working alongside him, • Feel satisfied they contribute
spending time with her, or encountering creatively to the product
him while out shopping. In fact, • Talk amongst themselves and with
you’ll know you have your persona the rest of the company using the
nailed when you recognize her at common language of the persona
a user function. and his needs
Overall, as each employee becomes
acquainted with their product’s
personas, their work reflects that
knowledge and the collaborative result
is a satisfying product and improved
product communications.

­20  •  The Pragmatic Marketer  •  Volume 5, Issue 4, 2007


The Power of the Persona

Common objections to personas Discovering “the right” personas As the personas were more
widely introduced, they became
Most cur rent development Back at WhizApp, I had permission to enriched with further persona
methodologies, including Agile proceed with the persona discovery. details based on others’ experiences
and the Rational Unified Process, as To identify the most useful personas, with the users. One very powerful
well some marketing methodologies, I first interviewed current, prospective contribution, for example, came
such as Behavioral Marketing, and former users as well as company from the customer support manager.
recommend a persona-driven managers and employees. Just as She pointed out that the secondary
approach. However, people often software development is a combination persona rarely called customer
initially doubt their value. of art and science, so is persona support, preferring to develop
discovery. more personal—and hence
• Sales and Marketing may be
more influential—relationships
concerned that attempts to build In addition to intuiting the users’
with the development and
the product for a particular user needs, skills, desires and environment,
marketing staff.
would limit or bias the product choosing the right personas requires
away from the many other an understanding of: Although that seems like a small
fields of use. detail, this user-initiated difference
• User interface design (particularly
helped explain how WhizApp
• Development and Product matching interface to user skills
personnel had arrived at such differing
Management, especially those and needs)
views of the users’ needs. They had
already using use cases and
• Product development and planning talked to different user groups—
scenarios, may object to having
processes independent of market segment—
more process and more paperwork
and that difference was captured
associated with their jobs. • Technology and product in the personas.
These common concerns can be development tradeoffs
Next, it was time for me to share the
allayed. The purpose of the persona • Business and sales personas with the entire Development
is to unite the developers’ image of
team. That introduction went smoothly
the user on a carefully chosen, realistic • Human psychology
as, once again, the personas were
example to support their efforts and
At WhizApp, I learned a great deal persuasive. The developers immediately
natural desire to create a product that
from the user base and from company realized that many of the user requests
satisfies the user. An appropriately
personnel. As anticipated, the personas they had perceived as contradictory or
chosen persona guides the product to
seemed to have been waiting for us to otherwise confusing, made sense in
address the common needs of the
uncover them. Within a short time, light of the different personas and
users, while taking nothing away from
I had a solid description of: their different environments. The
any market segment. A similarly well-
developers’ only questions were
chosen buyer persona helps Marketing • The primary persona, one secondary on how best to apply the personas
understand and address the needs and persona and one negative persona to their work. 
biases of the buyer, again independent for DeskTop.
of market segment.
• Two primary personas for DataMine
While personas are different from (one was the primary persona for
use cases and scenarios, they can DeskTop) and a rough outline of
be used to derive excellent use cases the buyer persona.
and scenarios or even replace them.
By putting themselves in the persona’s
shoes, product managers and Introducing the personas
developers can think through the Now that I knew the personas,
user’s needs more realistically and I set about introducing them to a
nimbly than before. This empathy few of the managers. The reception
vastly reduces the need for overly was very positive. Each manager
detailed documents while also recognized the personas. They seemed
preventing off-target and inconsistent to have mapped the customers they
implementations. knew, the demands they heard, and
the environments they encountered HELLO.
directly onto the appropriate persona
Y N A M E IS:
and they agreed with the descriptions.
In fact, they were excited!
M

The Pragmatic Marketer  •  Volume 5, Issue 4, 2007  •  21


The Power of the Persona

A sea of change • Developers incorporated the Two years later


within the company personas into their daily lexicon
and work habits to design and WhizApp was acquired shortly
Over the next few weeks, each implement features they knew after the introduction of personas.
WhizApp department internalized would satisfy users. WhizApp’s CTO told me the personas
the personas and considered how impressed the acquiring company’s
they could be used to improve the • Contention between developers executives by convincing them that
focus of their work. The CTO began and product managers eased as WhizApp knew its users, their needs
communicating the corporate vision the groups worked together to and how to meet them.
and roadmap in the language of the synthesize how best to address
the personas’ needs with the time As time goes on, the usefulness of
personas. Based on the personas,
and technologies available. the personas has not dimmed. They
Product Management quickly
remain a primary, critical tool for
understood why DataMine’s interface Over the course of the next release identifying and communicating
wasn’t resonating with users. cycle, the WhizApp product team feature requirements, designing and
Development agreed and quickly experienced many valuable persona- implementing those features, and
proposed good solutions. Marketing related improvements, including: communicating the value and direction
used the personas to clarify their
of the products over time.
image of the DeskTop users and • Clearer and simpler product
adjusted the DataMine messaging requirements, designs, and test plans One of the WhizApp development
to better address the buyer managers recently described the use
persona’s concerns. • Developer-led implementations that
of personas as a “fantastic cultural
improved initial designs
phenomena.”
Soon, almost everyone in the company
spoke, or at least understood, the • Better adherence to plan and
common language of the personas. schedule When to use personas?
• Substantially improved product Personas enhance focus, communication
Building better products quality and collaboration on any project. As
• Final products that met the initial we’ve seen, you should particularly
The personas were particularly
release goals consider using personas in your
beneficial to Product Management
company when there are conflicting
and Development. Overall, the application of personas visions of the product, when
• Product managers constantly used at WhizApp led to more agreement you experience difficulties in
the personas to consider feature of plan and purpose among the communication between Product
requests and to communicate the company’s very capable staff, more Management, Development, and/or
products’ values, needs and productive development cycles, and Marketing, or whenever your products
opportunities. the delivery of products that met the seem to be falling short of your
goals of the release as well as the users’ expectations.
users’ needs and expectations.

Bonnie Rind is the founder of Bonfire Development


Advisors, a consulting firm committed to empowering
companies to build products people love. Her 20 year
career includes senior positions in firmware development,
business and engineering software development, project
management, development management and product
management. She has helped companies grow from
start-up to acquisition and IPO and has managed
products and projects for several fortune 500 companies.

Her blog is www.productpersonas.com

­22  •  The Pragmatic Marketer  •  Volume 5, Issue 4, 2007

You might also like