A Designer's Guide to User Personas | Alison Koehler | Skillshare
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A Designer's Guide to User Personas

teacher avatar Alison Koehler, Creative | Graphic Designer

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Introduction

      1:49

    • 2.

      Your Class Project

      1:18

    • 3.

      Class Resources

      1:59

    • 4.

      What is a User Persona?

      4:27

    • 5.

      Identifying Needs

      3:35

    • 6.

      Research

      6:07

    • 7.

      Brand Touchpoints

      4:24

    • 8.

      Take Them on a Journey

      4:16

    • 9.

      Flesh Them Out

      3:41

    • 10.

      Visualize Your Persona

      5:29

    • 11.

      Client Communication

      3:26

    • 12.

      Make it Your Own

      2:01

    • 13.

      Wrap Up

      1:22

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About This Class

In this class, you’ll learn how to create an effective user persona for any kind of design project!

Learning to create user personas is an absolutely necessary skill for any designer. It helps you create an objective goal for your project and metric for success, which helps you make better work and ease communication with your clients.

Get ready to learn:

  • What a User Persona is and the parts that make it up
  • How to identify the main components of your project and how to start doing research
  • How to identify the touchpoints of your project to create a user journey
  • How to create a user persona and how to pick imagery
  • And how you communicate that with the client

This class is for any creative that works with clients or wants to hone their skillset! If you’ve ever been curious about why designers use user personas, how they're created, or how you can use them for your own projects, this class is for you.

By the end of the class, you’ll not only have a better understanding of user personas, you’ll know how to continue to improve your design skills by creating objective goals and metrics for success!

So let’s get started - see you in class!

Meet Your Teacher

Teacher Profile Image

Alison Koehler

Creative | Graphic Designer

Teacher

I'm currently working as a freelance graphic designer. I've known I've wanted to be a graphic designer since I was 12 years old and now I'm living out that dream. I studied design at the University of Arizona and graduated in 2019. I've been working with the Adobe programs for over 10 years, worked professionally for 6 years, and have been working for myself for the past 2 years.

I love working with all different kinds of clients but my favorite projects to work on are large-scale branding projects with lots of opportunities to help the clients decide the direction and applications for their business. But whatever project I'm working on, they all have one thing in common: people first. The secret sauce of any project is the storie... See full profile

Related Skills

Design UI/UX Design
Level: Intermediate

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Transcripts

1. Introduction: Have you ever been watching a TV show, gone to an event, or even just been scrolling on social media and come across an ad and think to yourself, wow, I am the target demographic for this. Well, that's what this class is all about. Hi, my name is Alison Kailer and I've been working professionally as a graphic designer for over seven years on branding, web, and other design projects. I've created countless user personas for these projects to help me communicate with my clients more effectively. Throughout this class, you'll learn how to create an effective user persona for any design project. How to use it as a tool on client projects, how do you pick imagery for your user persona that feels appropriate, and how to vary the user persona for different projects. Honing these skills is extremely important as it will allow you to create better work as you have an objective goal. It will be easier to communicate with clients as you have this objective goal already defined. This class is for you if you are a designer who works with clients, or if you are an artist or creative who is trying to hone their craft. As we go through the lessons, I will be creating a design project for the secret society, Society of Shepherds, which is a group of Australian shepherd enthusiasts. For your class project, you're going to be creating a user persona for one of the props that I provided for you or one of your own projects. To make this a little easier, I have created a user persona playbook that you will use throughout the class to help you along, so let's get started. 2. Your Class Project: Your class project is to create a user persona for one of your projects or one of the example prompts that has been provided for you. There's also an optional challenge to create an application for that project that speaks to that user and explain why it effectively reaches that user. As you move through the class, make sure you have the resources in front of you. I'm going to refer to them often. The materials that you will need are: The resource book, this will guide you through the exercises, a pencil and paper to fill out the resource book, a computer for research and to complete the project. If you'd like to do the optional challenge or present your user persona and design forward way, you might need some design software. Before the main lessons, make sure that you download the resource book. In each lesson, I'm going to go over a personal example. For this class, I'm going to be going over a user persona for a secret society of Australian Shepherd enthusiasts. When I work on it, you'll see this symbol. See you in the next video, where I'll explain the resources I have provided for you. 3. Class Resources: In this lesson, I will be going over the resources that I provided for you. Make sure you have those out as we go through them. First up is the workbook that we will be working through in this class called the User Persona Playbook. Inside, you'll find parts of a persona, identifying needs, research, deliverables, and touchpoints, parts of a user journey, a blank user persona template, visuals, client communication, also provided is a prompt list. There are different categories depending on what you personally are interested in. You can either use this or come up with your own project. Also included is a short client discovery deck. This is a free digital template for you to use in this class or on your other projects. There is a PDF version and an InDesign version. It includes an overview of the project, goal, user persona introduction, user journey, and moodboard, conclusions, and direction chosen. I have also uploaded my own example discovery deck so that you can see how I filled it out. Also included is a slide deck of tips and tricks, which is a handy guide to all of the tips and tricks that I went over in class, curated into a handy reference. Make sure you download these or print them out so that you have them as you go through the class. You will need the resource book at the very least because I will ask you to complete activities within it. In this video, I went over the resources that I've provided for you, so make sure that you have those downloaded before we move on to the main lessons. See you there. 4. What is a User Persona?: In this lesson, I will be going over what a user persona is, why they are important, where you use them, and what parts make it up. For this lesson, you'll need your user persona playbook, so make sure that you have that out. What is a user persona? A persona is a fictional character created to represent a user type that might use a website, brand, or product in a similar way. Why are they important? They are important for two reasons. One, they allow you to center your design process and solutions to appeal and solve the problems of that user that you identified. An example would be that you're creating a website for a restaurant that has an order online function. Your design should allow the user to find what they want to order, order, pay, and check on their order in a simple and intuitive way. Two, they allow you to communicate with the client and explain why you made certain decisions. An example would be that you're designing a brand for a sports company. You use a font that is bold and italicized in bright colors to represent speed and athleticism which then you're able to explain to your client that, that meets your goal. Where do you use them? Personas are usually created as a tool during the discovery phase of your project. Then they're used throughout the production and revision process. They're used in many industries, but mostly product design, UX and UI, and branding. A user persona can be as simple or as complex as you want it to be. But here are some basic parts. Name, occupation or income, age, a short bio, location, a photo, their interests and archetype, astrological sign, goals and needs, motivations, frustrations, places where they shop, the car that they drive, and a quote from them. They're also sometimes accompanied by a user journey map, which is made up of these parts, goal, phases, which can vary, actions, thoughts, pain points, and opportunities. Personally, I use these tools as guidelines and I frequently switch them up as I'm working. I'll share some examples as we go through the class. There are slight differences between personas that are used for branding versus UX versus product design. All are concerned with how their audience is going to interact with the design, aka, what is the brand experience, or how do users accomplish their goals online? Or how does your user hold the object that you're designing? Branding may be more concerned with how they're going to navigate through the brand aesthetically, way-finding, shareable graphics, and consistency across platforms. UX is concerned with SEO, the ability of their users to navigate websites where they get lost, etc. Product design, what is the strength and ability of your users to use the product? One example that I love is Nelson Treehouse by Farm Design. They don't actively show you the persona itself as you go through the project, but you can start to piece it together who they're targeting as you go along. As you move through the project, there are so many pictures of people talking about the history of the brand and who the owner is, really gives you a sense of who they're trying to target, which is the DIY Treehouse builder who doesn't know how to start and the Future of Cooking by Patricia Reiner's is also a great example. She shows the relationship between a question the user is asking and how she answered it with her design. Before moving forward, do some research and find some examples of user personas that speak to you. As you look for your own examples, think critically about how the person's design met the goals of the user or didn't. In this lesson, I went over what a user persona is, why they are important, where you use them, and the parts that make them up. In the next lesson, I will be going over how you identify what you need to start creating your user persona. 5. Identifying Needs: In this lesson, I will be going over how to identify what you need to start with your user persona. For this lesson, you'll need your user persona playbook, so make sure that you have that out. Let's start with some basics before we start on our user persona. You can use one of the prompts I provided for you, or you can use your own. Give a short synopsis of your project. What industry is it in? What kind of project is it? What is the overall goal of your project? What is the problem that you're trying to solve? Next, focus on the persona itself. Is the audience for the project known? Can you get any demographic data? Or will you need to do some research? What is your first gut feeling or hunch about that audience? A very simple example is that you're making a website for an audience that's older and maybe not used to technology. Use your empathy. Make the navigation simple. Don't use a ton of fancy animations and layouts. Use larger type, et cetera. Are there any gaps in your knowledge about the industry or audience? Note these down so that you can research them later. Let's try it for my own project. Society at the Shepherds is the name. For industry, I am just noting down that it's a meetup group, and this is a branding and social media project. The overall goal of my project is to help the society of Shepherds to gain new members. The only information that I know about my demographic is that we're looking for people who own or appreciate Australian Shepherds. For your projects, if it's real, you should try and at least find some demographic information to start off with. For society and the Shepherds, we can probably infer that their audience is going to be active, compassionate, and kind, maybe outdoorsy, and definitely social. It's okay to not know everything about your audience or the industry at the beginning of the project. It's your job moving forward to learn about that project and do some research. For example, at my day job, one of our clients is a hair and beauty brand. I have straight two wavy hair and didn't know much about the whole spectrum of textured hair. I had to learn a lot about it and I was really shocked to learn how much information is out there about hair. It's okay to let your client be the expert in their field because they're coming to you to be an expert in yours. My biggest piece of advice that I can give here is to be humble, do research and ask questions, or engage with those who know more. You don't have to have a PhD in this subject to do good work. But you do need to do research as a designer to fully understand what you're doing. That is one of the responsibilities of a good designer. Go through your playbook and answer the questions that are listed. Spend some time figuring out where you made need to do some additional research. In this lesson, I went over how to identify the main points of your project and how to figure out where your own gaps and knowledge are so that you can do informed research. In the next lesson, I will be going over how to do research. 6. Research: In this lesson, I will be going over how to do research for your user personas. For this lesson, you'll need your user persona playbook and something that can access the Internet. Research for projects can be overwhelming, but I'm going to break it down to its simplest components. How do you start research? I like to start with asking myself, what is the most important information about my user? What is the crux of their journey? What is their motivation and end goal? What are they trying to achieve? I tried to look at some similar projects to start off and see how other designers define the goal or problem. I look at their key audience or I infer it. I look at their solution and I tried to think critically about it. Did it solve the problem? How is this designer solving that problem? How can you apply their learning to your own project? Then I do the same for an industry or project that is not the same as my own and I answer the same questions. Then finally, I asked myself if there's anything specific to my industry that I need to learn more about. There are several different kinds of research. Interviews, straight up, talk to your audience. This is the most effective, but sometimes the hardest to pull off. Usability testing, this is for web work. How are people navigating through your website? What are their goals and where are they getting stuck or frustrated? Competitive analysis, also called market research or a competitor audit. For branding, you can use this to see where you can stand out. Or for web, you can see established patterns to either stand out or model yourself based on the patterns that users are already familiar with. Heuristic analysis, this is a system of 10 points of analysis that rank a website based on each one. The points are visibility of system status, match between the system and the real world, user control and freedom, consistency and standards, error prevention, recognition rather than recall, flexibility and efficiency of use, aesthetic and minimalist design, helping users recognize, diagnose, and recover from errors, and help and documentation. As you can see, there is a lot to this one and a lot to learn in this specific kind of research. Finally, a brand audit. What are the tangible and abstract key uses of the brand? What is the brand's mission statement, values, goals, how they treat employees, how they treat customers, what the company culture is, etc, as well as very tangible uses of their brand such as a logo suite, social media, packaging, website, etc. Then putting it altogether, what is the overall goal and making sure that you have the right goal. Write down your findings and write down quotes from what you found for people. Analysis. Are there any patterns present that you discovered from your research, and what are the implications for your project? Finally, create a solution. How will you proceed? Back to my example about hair products. I had no idea how expansive the hair industry actually is. The first thing that I asked myself was, what are the main differences between different textures? This client breaks it down into straight, wavy, curly, and kinky, so I started to define what those words actually were and what they meant. Then I could start asking more granular questions as I started to learn things. How often should you wash your hair if you have curly or textured hair? What kinds of products do you use? What does the hair care process look like on a daily, weekly, monthly, and yearly basis? With my team, I would ask questions when I really didn't know because hair is so nuanced that sometimes even the slightest difference in photography can make a really big difference. For Society of the Shepherds, I'm going to do a competitor analysis. A competitor analysis, again, is essentially a brand audit of a bunch of different brands that are operating in and around where your client is. Obviously, Society of the Shepherds has no competitors. But for the sake of this class, let's say that there's a rival secret society called the Good Boys. They have really strong guerrilla marketing, but no social media presence. Maybe part of what I can do for my client is to put together a social campaign to gain new members. My biggest tip here is to revert back to little kid brain. Why is it like that? No, but really why? When, how, what, all those kinds of questions make sure that you're asking them because no question is a silly question here. Or if you're lucky to talk to someone who's in that actual audience, do it. Or if you're doing a website or something that requires a process, try and put yourself in that person's shoes and what steps in that process that they might encounter. Before moving on, I'd like you to answer the questions that you wrote down from the previous lesson. This is the minimum that I'd like you to research. But if you'd like to spend more time here, it will only make your work stronger. In this lesson, I went over how to start with research, how I approach research, some basic questions that you should be asking yourself, and how to apply learnings from other case studies. In the next lesson, I will be going over how to identify deliverables for your user persona. See you there. 7. Brand Touchpoints: In this lesson, I will be going over how to identify deliverables, the touch points of your brand, and best practices. You will need your user persona playbook for this lesson, as well as something to write with. What are touchpoints? Customer touchpoints are your brand's points of customer contact from start to finish. I've broken these down into four different categories: introduction, consideration, participation, and connection. These are very broad, so you can apply them to almost any kind of project. Introduction is when someone first interacts with you or finds out about you, consideration is that they are considering further engagement, whether that's using your product or buying something, participation is their first full interaction with you, and connection is when they bought into your brand or product. Why are they important? Customer touchpoints will serve as a guide for improved customer satisfaction across the entire customer journey. Now that you've done some research, I'm sure that you have at least some idea of where you're going to be interacting with your user. Are there any best practices for talking to your client in that media? Take social media platforms, for example. How you would talk to somebody on LinkedIn is very different from how you would talk to somebody on TikTok. For example, LinkedIn is a professional networking platform and TikTok is much more casual. Social media is even different from how you might talk to somebody in an audio ad on Spotify or how you would talk in an infographic on how to brew French press on the back of a coffee bag. Make sure that you're doing some extra research on how you should be talking to your users. Also, think about your user yourself. Think about that person who may not be familiar with technology. You might have to be more granular in your explanation and not assume that somebody has prior knowledge about an industry. Now let's break down apples touchpoints. For introduction you probably have heard about Apple computers through word of mouth, or maybe you saw their logo or one of their ads. Consideration, you might be comparing products online, a PC versus a Mac. For example, talking with an Apple store employee about which computer or product you should buy and using the test or products in a physical store. Participation, you might be in their physical location. You might be looking at their furniture and lighting, the way that the store smells, the uniforms of the employees, as well as the iconic glass windows and doors. Connection would be the bags that have your items in them, the Apple stickers that they provide in every product onboarding once you turn your product on, ongoing marketing emails and their annual conferences where they unveil new software and products. Now let's try a fixed scenario with Society of the Shepherds. For introduction, you might see a sticker on the street or hear about it from an existing member, for consideration, maybe you receive an invitation in the mail to join them, for participation, Maybe you've gone to their physical location at this point and you're being initiated into the group, and connection would be continuing to meet up with this group and go on hikes and generally participate in events moving forward, as well as maybe subscription boxes in the mail with toys for your dog. As you try to think of these touchpoints, go through how you interact with brands. What are the steps that you take? It's easy to miss steps here, so go slowly and be very granular. Before moving on, list out some examples, at least 1-2 in each category. In this lesson, I went over identifying deliverables, the touchpoints of your brand, and best practices for interacting with your users. In the next lesson, I'm going to be going over how to create a user journey. See you there. 8. Take Them on a Journey: In this lesson, I will be going over what a user journey is and the steps that make it up. For this lesson, you'll need your user persona playbook. Let's take a quick audit of what we know so far. We have identified the basics of our project, some generalizations about our user. We have done some research. We maybe know what their motivations are. We know the steps that they're going to be taking and what those interaction points are. What is a user journey anyways? A user journey is a visualization of the process that a person goes through in order to accomplish a goal. This can be any goal. It can be as simple as getting a glass of water, or as grandiose as saving the world. Let's recap the steps of the user journey and go into more detail. The end goal that your user is trying to reach, phases which can vary. This is usually a marketing funnel or feelings. On ours, I put introduction, consideration, participation, and connection. Actions. What physical steps are they taking? Comparing products, walking into a store, or talking to a salesperson? Thoughts. What are they thinking about while they're doing these things? Pinpoints. Where are the hiccups in the journey? Finally, opportunities. Where are there opportunities for ease, surprise, and delight? You are going to take these main touchpoints that you identified in the previous lesson and we're going to use those as steps in our user journey. Let's do an example together, ordering food for delivery. What are the main touchpoints? Our first, the person is probably going to open the app or website. They're going to browse the menu. They're going to choose a food item, but maybe this person has a food allergy so how do they modify the food item? Checkout, choosing a time to be delivered, adding their payment information, paying, order confirmation, checking up on their order status, and delivery. Maybe the delivery person forgot to give them their drink. How does a person quickly get in contact with the delivery driver to make sure that they get their drink? For Society of the Shepherds, the goal is to find a group of like-minded individuals who love Australian shepherds. The phases are maybe they saw a sticker on the street or heard about it from a current member then they received an invitation in the mail. Then they went to a physical location where they were initiated. Then for connection, they continued to go to different meetups and events with this group. Maybe they received subscription boxes in the mail. The actual actions are seeing the sticker, receiving an invitation, going to a physical location, being initiated, and continued participation. The thoughts are, this is interesting. What is this? I'll just go and check it out. I love Australian shepherds. This is mysterious. Do I really want to do this? I guess this is cool. I did say to my partner that I wanted to make some new friends and finally, wow, this is really cool. It's just an over-the-top meetup group. The pain points are how do I contact them and how do I participate? I'm seeing an opportunity here to be playful with the branding without making the potential new members feel like they're in danger. My biggest tip here would be to try and actually observe this process that you have laid out. If that's not an option, try and use your teammates, or the client to help inform these steps. Before moving on, make sure that you fill out your user journey for your project. In this lesson, I went over what a user journey is and what the steps are that make it up. In the next lesson, we're going to be creating our user persona. 9. Flesh Them Out: In this lesson, I'm going to be going over a user persona and the different parts that make it up. For this lesson, you will need your user persona playbook. I have provided a user persona template for you. You will only need to fill out the sections that are important and relate to your project. Let's recap all of the sections and go into some more detail. Name, this is pretty straightforward. Just name your user persona. This can be any name that feels appropriate for the demographic, or any name that you want. I like to use random name generators, and sometimes even baby name lists. If you're looking for a specific generation, you can sort them by popularity, by year, this shakes me out of my own biases and favoritism that I have personally with names, and keeps it a little bit more neutral. Occupation or income, age, a short bio, which is basically a short description, and you can keep this related to the project. Where they're located, a photo of them, which I will be going into further detail later on, what their interests are. Archetypes, you can look these up online to find different ones, but using archetypes is just a tool to have a place to jump off from. Same with astrological sign. What their goals or needs are, what their motivations are, what their frustrations are. If you fill out anything on this user persona template, I would fill out this. This is the most important part of the user persona. What shops that they frequent, what car they drive, and a quote from them. Let's try doing an example for Society of the Shepherds. For my user persona, I named him Marc Seymour. He's an arborist who works with trees all day. He is 29 years old. For my bio, I wrote that mark is an arborist in Tucson. He loves nothing more than to be outside, looking at and enjoying the piece of nature. He is located in Tucson, Arizona, which is where I'm from. His interests are hacky sacks, hanging out with his dog, Hank, cooking his favorite soup, leek and potato. This information does nothing but flesh out this persona more so that you can imagine him fully. I like to add in these almost Easter eggs, especially when I'm communicating with clients, it helps break the ice and helps make your client feel at ease as you go through the project. His archetype is explorer, which means that he enjoys exploring and finding new things. His astrological sign, is Scorpio. His goal is that he wants to make some new friends with similar interests. His motivation is community. His frustration is not being able to find people with similar interests. He shops at REI in Patagonia. He drives a 2022 Ford Ranger. A quote from Marc is, I love going on adventures, I just wish I had someone to go with. If you can actually observe this process and interview people, that would be ideal for this project. Otherwise, use your teammates or clients to solidify these steps. Before moving onto the next lesson, make sure that you fill out your user persona. In this lesson, I went over what the main parts of a user persona are, and how to fill one out. In the next lesson, I'm going to be going over how to find the right photo for your persona. 10. Visualize Your Persona: In this lesson, I will be going over some resources for finding stock imagery, including some that are really awesome for diversity and inclusion. Why finding the right photo for your user persona is important and how to identify that it is the right image. For this lesson, you will need your user persona playbook and something that has access to the Internet. So my favorite resources for finding stock imagery are Unsplash, Pexels and Adobe Stock. Unsplash and Pexels have free options, and Adobe Stock is based on a subscription. However, here are some really cool options for finding diverse stock imagery. Nappy.co, I believe that they have free options. TONL, T-O-N-L has culturally diverse options, and this is a paid subscription. CreateHER Stock has photos of women of color, and this is also a paid subscription. The women of color in tech collection on Flickr, Haute Stock has been culturally diverse images as well, and the Gender Spectrum collection by Rice has free LGBTQ plus stock imagery that features images of trans, non-binary, and gender non-conforming models that go beyond the stereotypes. When finding imagery, it's not just about diversity, it's about feeling appropriate for the actual audience who will be looking at your project. It's about being thoughtful and showing empathy and being critical about what you're highlighting and your own biases when you're looking for stock imagery. I know throughout this class I have referred to our audience as users, but at the end of the day, they are humans and not metrics. Here are some best practices for finding good stock imagery. I like to look for images of people that are doing activities where they're not looking at the camera. I like to look for specific moods that go beyond just being happy, I like to look at how the photo is edited and see if it fits in with the brand that I'm working with, I like to ask myself if there is a relationship being illustrated in the image, and I like to ask myself what I can infer about the person from the image, from their body language or otherwise, that communicates what I'm trying to communicate with my client, but subtly. For example, a photo of a person doing yoga, you can probably assume that the person is probably fit. They probably care about their health, maybe they have a busy life and doing yoga helps them slow down a little bit. Having the ability to answer why with your own work is extremely important. It is our job as designers, artists, and creatives to make sure that we're thinking critically about what images and messages that we're putting out there. Even if you're not sure why you chose an image, I'm sure that you have some idea. Look critically at the image and start to ask yourself questions of what is actually in the image itself and that will give you some clues as to why you chose the image. So let's try and find a good image for Marc together. As I tried to look for images of my user persona, Marc Seymour, I'm thinking about those things that I established about my user. I'm looking for photos of somebody that seems active, compassionate, and kind. Maybe somebody who's outdoorsy and social. I'm going to look for photos of people with their dog. I'm going to look for people who are hiking. Already I have a couple of different search options. The only difficult part about my project is that I'm looking specifically for Australian Shepherd photos. The one that I chose that I felt represented Marc Seymour is of an individual who is sitting outside with their dog, they're in the outdoors, and the model is not looking at the camera. The dog is in the foreground, so it shows a relationship that goes beyond just, I love my dog, but I love going on adventures with my dog and I love appreciating nature. When I look at this person, I buy it that they are in arborist. When you're trying to figure out why an image feels correct for a situation, try breaking down the qualities of the image. So you can look at a photo and say, well, there's two models in this image who are cooking together. They look happy, the lighting is warm. One of them is older, maybe their relationship is mother and daughter. So even if you're not sure where to start, you can just break down the qualities of the image just based on what you can see and start there before moving on, try and find an image for your persona. In this lesson, I went over some resources for finding stock imagery, including some amazing ones for diversity and inclusion and why answering, why is extremely important as an artist and creative. In the next lesson, I will be going over how to communicate this information with your clients. 11. Client Communication: In this lesson, I will be going over how to communicate your user persona with your client, as well as some of the things that accompany your user persona in a deck. The activities in this lesson are absolutely optional. If you'd like to succinctly write notes about your user persona and user journey, that's totally okay. But if you want to make a more designed forward approach, then you will need some design software or you can use something like Google Slides. The structure of this deck consists of an overview of the project, the project goal, your user persona, user journey, and a Mood-board, conclusions or direction. Always re-centering your client with an overview of the project and goal is nice, especially as you move forward in your creative projects, your client may have forgotten why you're here. Just giving a quick synopsis of what you've already covered is a great way to re-center yourself as you continue your conversation throughout your meetings. Then a condensed version of your user persona, user journey and what you inferred from your research. This is where your Moodboard comes in, your conclusions that you drew from your research and where you're headed from this point. As you're designing this document, try and use visuals whenever possible to liven it up. Background colors, borders, and type hierarchy are extremely important. You want your client to get the gist of what you're trying to say on any given page within a few seconds and what feels like it belongs to this persona in this brand. Some examples that I really like are from farm. Their Moodboards are only combined imagery but materials and illustrations. They are more akin to a style scape, and they really show you where they're going to take the brands. For Society of the Shepherds, this is my project overview and goal. This is my user persona of Marc. I've just essentially rearranged things for this deck. Here's a Moodboard that I created to show the direction that I'm going in. The direction that in going in is very nostalgic and it feels a little mysterious and campy, but also very friendly. In each of the lessons, I asked you to answer the question why. That's so that when you get to this point, you can succinctly write notes on each of these slides so that you can explain what you're thinking to your client. Before moving on, I'd like you to try and put together a short deck. If you don't have access to design software, try using Google Slides or an equivalent. Anyone who's just focused on the persona can stop here, but if you'd like to go a step further and apply this knowledge to a design project, go ahead and create an application for the project that speaks to that user and then explain why it effectively reaches that user. In this lesson, I went over how to prepare your user persona for a deck. In the next lesson, I'm going to be talking about how to expand upon these tools. See you there. 12. Make it Your Own: In this lesson, I will be going over how to make these tools your own. The tools that we've used throughout this class besides research, are the user persona and the user journey. These tools that I've shown you are very traditional ways of doing things, but I've used these tools in a lot of different ways. For example, I did a website project for a community health center. The center served the entire community, so the main goal was that it was easy to get where you need it to go. I created three very pared-down personas; new patients, returning patients, and donors. Then I created a very pared-down user journey that map their steps first reaching the website to reaching their goal. My main concern was getting them to their destination in three clicks or less. That's what I wanted to map and show to the client to illustrate that I was solving their design problems. Here are a couple of different versions of a persona. The first is for this project called WD-40 Bike. The actual persona itself is very pared-down, but it shows the behaviors, the user journey map, and then immediately after it shows their proposed solutions. Essence by Maddy Beard is a really great example, where she did actual interviews and talk to who her user was. Then she maps out what she learned from those interviews and how she's turning that into a solution. These tools that I've shown you are very traditional ways of doing things. But at the end of the day, they're just tools and you can use them however it would benefit you most. In this lesson, I went over how to make a user persona your own. This was the last lesson, I'll see you in the wrap-up for final thoughts. 13. Wrap Up: Thank you so much for taking this class. I'm so happy that you made it to the end and I would absolutely love to see what you created as you move through the lessons. Please post those in the project tab so I can give you feedback or you can post a question or progress in the discussion tab. In this class, you learned what a User Persona is and the different parts that make it up. How to identify the main components of your project, and how to start doing research. How to identify the touch points of your project to create a user journey, how to create a user persona, and how to find the right imagery, and how you communicate that with the client. If you take away one lesson from this class, I would love for it to be answering the question why. Why are you doing something? Why is this individual the best user? Why did you pick this imagery over that imagery? You need to be able to answer all of these questions for your client. Make sure that you're thinking about this as you go through your own projects moving forward. Thank you so much again for taking this class and I'll see you next time.