Identifying personas using qualitative data

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Overview

WISE Cities is a platform for older adults to find access to opportunities, information, resources, and events in their local communities. Their focus is to assist older adults by combating social isolation and encouraging independent living. The platform is WCAG AA compliant, multilingual, and is planned to include AI-facilitated features, making it user friendly to a wide range of people.

Team
5 Product designers, CTO, & Co-founder
Methods
Interviews, surveys, & data sorting
Timeline
2.7 Months
Tools
Figma, AI, & Discord
Problem
WISE Cities and my team needed personas to tell us exactly what kind of people we were building our app for. WISE Cities had started developing personas, but there were too many of them for us to complete in a reasonable time frame.
Solution
My team and I would need to start over from scratch on the personas in order to complete them in a timely manner and alongside our other sprint projects.
Goals
  1. How might we create distinct personas that reflect the diverse abilities, backgrounds, resources, and life experiences in our target audience.
  2. How might we utilize personas to identify unmet user needs and guide the development of features that align with our target users’ motivations and behaviors.
KPIs
  1. Identify a minimum of 2 representative participants per persona based on prior interview responses in order to develop 5 unique personas.
  2. Categorize a minimum of 95% of feedback from each selected participant to effectively inform persona development.
  3. Collect demographic survey responses from at least 40 adults aged 65+ (who represent a large majority of our users) to inform and support persona development.

This persona case study, part of my capstone project, helped identify the need for an interactive tutorial due to the existence of digitally challenged personas. Below is the link to the case study that covers the interactive tutorial.

Case study for digitally challenged older adults

Gathering data

Writing a survey

We used data from surveys, interviews, and focus groups to make the personas. We made our own online survey with google forms in order to gather relevant demographic data from 64 people.

Organizing data sets from interviews and focus groups

We analyzed data from past interviews and focus groups by WISE Cities and my team. In order to create five unique personas that portrayed participants stories, thoughts, and opinions.

Participants' data in the affinity maps was scatered and had to be reorganized. Responses from each participant needed to be grouped together.

Narrowing down the scope of the project

WISE Cities had nine unfinished personas, but since personas were not the main focus of our sprint, we narrowed the project scope for timely completion. Similar personas were combined, requiring a complete restart of the persona development.

Socialite
Busybody
+ Socialite
Homebody
Soloist
+ Homebody
Analogue
Analogue
+ Caree
Youngest
Caregiver
+ Youngest
Techie
Techie

Organizing the information to make personas

Break down the data

We organized the data further by putting the different comments from the people we selected into general categories. We were also able to use AI to detect themes in groups of post it notes for inspiration.

Persona: Analogue
Participants
  • Participant a1
  • Participant b7
  • Participant d4
  • Participant a3
Categories
Frustrations
Goals
Tech
Needs
Social life
Personality
Fill out the personas

With all of our information we started filling out an outline for each persona. The categories would help us to fill in more specific subcategories. This would tell story of who these people were using our demographic data, themes we identified, and quotes from participants' personal experience.

Persona
Subcategories
Name

Bio

Personality

The Archetype

Quotes

Gender

Age

Family

Education

Housing
Location

Transport

Work Situation

Social Activity

Financial Status

Preferred Channels
for Information

Tech Level

Device Usage

Impairment
Frustrations

Needs

Motivations

Goals
See persona outline in Figma

Final personas

The final step was making personas that told a complete story of who these people were.

Click on images to enlarge them

Making a presentation
I created a presentation about the personas and presented it to WISE Cities, who later used the presentation to showcase their users to potential investors.

Summary

Key Lesson
Personas helped us connect with WISE Cities users and identify the need for a tutorial for older adults who were unfamiliar with technology.
🤔  Biggest Challenge
We handled a lot of information gathered for various purposes, but not all of it was relevant. A big part of our job was finding what information was truly relevant to the personas.