User Persona

Customer Personas are representations of segments of your customer base. Personas can be segmented by demographic and/or psychographic attributes of your users/customers.

In this platform we will use a Persona to identify which customer segment(s) benefits most from the opportunity and how intense their desire for a solution is.

Personas are structured as follows:

• Desired Outcome
  
  • Product Opportunity
    
    • User Persona
      
      • Customer Journey
      • Research Studies
      • Product Concepts
    • Other Personas ...
  • Other Opportunities ...
• Other Outcomes ...

To use a User Persona, you'd use these steps:

1. Define a Desired Outcome.
2. Define an Opportunity or Collect Feedback from Customers.
3. Define a Persona (and related assumptions, e.g. assumed information and customer journey)
4. Conduct Research with customers (similar to the persona) to learn about their experiences and to see if what they say/do matches your assumptions (especially about the problem statement).
5. Use the finding to refine assumptions and identify if the opportunity is worth pursuing.
6. If worth pursuing, Use the validated assumption and research findings to create several product concepts, to test usability with customers and the amount of effort required to release a finished product/feature.
7. Define custom Priority Factors, set factor scores on each Opportunity (then watch it reorder itself, ready to be added to your Roadmap).

To define a User Persona:

1. Sign in to your account.
2. Expand the Desired Outcome you want to add the User Persona to.
3. Expand the OP-1 (Opportunity view) you want to add the User Persona to.
4. Expand the Personas view.
5. Enter a persona name (e.g. Jamie) in the Add Persona + Enter field and press the Enter key

To update a User Persona:

1. Sign in to your account
2. Expand the Desired Outcome for that User Persona.
3. Expand the OP-1 (Opportunity view) for that User Persona.
4. Expand the Personas view.
5. Click the
   (Edit button) of the User Persona.
   You will see a popup dialog box with title 'Edit User Persona':
   
   
   Edit User Persona

   Title

   Jamie

   Status

   Validating

   Update

   Cancel
6. Apply your Changes.
7. Finally, click Update button.
   Note: The User Persona will be updated immediately.

To delete a User Persona:

1. Sign in to your account.
2. Expand the Desired Outcome for that User Persona.
3. Expand the OP-1 (Opportunity view) for that User Persona.
4. Expand the Personas view.
5. Click the
   (Delete button) of the User Persona.
   You will see a popup dialog box with title 'Delete User Persona':
   
   
   Delete User Persona

   Title

   Are you sure you want to delete this User Persona?

   Warning

   This opportunity will be permanently deleted

   Delete

   Cancel
6. Finally, click Delete button.
   Note: The User Persona will be deleted immediately.