{"id":13491,"date":"2016-03-28T21:03:00","date_gmt":"2016-03-29T05:03:00","guid":{"rendered":"https:\/\/www.uxpin.com\/studio\/?p=13491"},"modified":"2026-03-09T19:55:50","modified_gmt":"2026-03-10T02:55:50","slug":"5-approaches-to-creating-lightweight-personas","status":"publish","type":"post","link":"https:\/\/www.uxpin.com\/studio\/blog\/5-approaches-to-creating-lightweight-personas\/","title":{"rendered":"5 Approaches To Creating Lightweight Personas"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">\u201cSo who are we designing for?\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That should be the first question of every single project.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It should be followed by, \u201cWhat are their motivations?\u201d or \u201cWhat are their goals?\u201d If you don\u2019t know who you\u2019re designing for, wireframing is a waste of time. I was once at fault: I would start projects without doing user research because I never thought there was time. After a few failed projects and wasted hours, I started every new project with at least some research so I could understand the target audience.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There is always time. Understanding your audience is essential to building great products.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">One cost-effective approach of modeling your audience is personas.\u00a0<\/span><a href=\"https:\/\/en.wikipedia.org\/wiki\/Persona#In_user_experience_design\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Personas<\/span><\/a><span style=\"font-weight: 400;\"> are user models derived from data to solve design questions. <\/span><span style=\"font-weight: 400;\">They are not new<\/span><span style=\"font-weight: 400;\"> (my apologies to <\/span><span style=\"font-weight: 400;\">Alan Cooper<\/span><span style=\"font-weight: 400;\">), but are a derivative of\u00a0<\/span><a href=\"https:\/\/en.wikipedia.org\/wiki\/Market_research\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">market research<\/span><\/a><span style=\"font-weight: 400;\"> with origins in the 1920\u2019s. Personas are valuable, but are biased because they are based on assumptions and data selected by error-prone humans.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Well constructed personas work because they are a starting point to define the users the product owners should identify with. They narrow the design focus and generate questions like \u201cHow would much value would this persona have for this product?\u201d<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Even at the beginning of the project, you can construct <\/span><a href=\"https:\/\/uxmag.com\/articles\/using-proto-personas-for-executive-alignment\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">provisional personas<\/span><\/a><span style=\"font-weight: 400;\"> because having something is better than having nothing.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you need help with persona templates, <\/span><a href=\"https:\/\/www.uxbooth.com\/articles\/personas-putting-the-focus-back-on-the-user\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">UX Booth<\/span><\/a><span style=\"font-weight: 400;\"> has a really good guide. <\/span><a href=\"https:\/\/sites.google.com\/site\/superuserfriendly\/templates\/persona-template\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Super User Friendly<\/span><\/a><span style=\"font-weight: 400;\">\u2019s is super cool. <\/span><a href=\"https:\/\/www.usability.gov\/how-to-and-tools\/methods\/personas.html\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Usability.gov<\/span><\/a><span style=\"font-weight: 400;\"> also has a great list of suggestions on how to create personas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pitch the client or your boss on spending some time performing customer visits. Once you have your personas built out, most smart product owners will understand their value and will want to put more time into understanding their users.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Even without \u00a0access to your users, you can still build lightweight personas. Here\u2019s a few approaches.<\/span><\/p>\n<h2><b>1. Ask the client<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">A friend of mine recently designed a website for a wine maker. The initial assumption was that there would be a certain market segment of end customers that the wine maker would want to sell to.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The answer from client surprised him: the wine maker wanted to market to retailers that would be interested in carrying the wine in their stores, not to customers that would buy the wine online. While that significantly narrowed the audience, it dramatically changed to website approach.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-13493\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/italian-vintage-old-beautiful-large.jpg\" alt=\"italian-vintage-old-beautiful-large\" width=\"717\" height=\"478\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/italian-vintage-old-beautiful-large.jpg 890w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/italian-vintage-old-beautiful-large-450x300.jpg 450w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/italian-vintage-old-beautiful-large-768x512.jpg 768w\" sizes=\"auto, (max-width: 717px) 100vw, 717px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">With the client\u2019s help, he was able to develop content and branding that had a laser focus on the audience. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some clients have a pretty good idea of who they want as their customers, and you can tailor your personas that way. Understanding what they want out of the site or the application is a good starting point. It also helps you understand your client\u2019s needs, and you may able to educate them about personas they should be considering.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, most clients can\u2019t answer this question clearly (or the answer is \u201ceveryone\u201d).<\/span><\/p>\n<h2><b>2. Use Wikipedia<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">One project I worked on was the Municipality of Anchorage website.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There was a budget for doing user research, but flying a team of consultants to Alaska from Los Angeles was an expensive proposition. We had to build provisional personas before the first customer visit.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-13492\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/snow-landscape-mountains-nature-large.jpg\" alt=\"snow-landscape-mountains-nature-large\" width=\"652\" height=\"489\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/snow-landscape-mountains-nature-large.jpg 867w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/snow-landscape-mountains-nature-large-400x300.jpg 400w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/snow-landscape-mountains-nature-large-768x576.jpg 768w\" sizes=\"auto, (max-width: 652px) 100vw, 652px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">We used Wikipedia and other websites that contained data about the city. The government workers provided research performed by another firm about website needs. While it\u2019s not perfect, most Wikipedia pages contain enough data that you can infer a lot about a place without visiting. In addition to the research, we validated our assumptions with stakeholders and by talking to residents informally.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Things about Anchorage that would surprise you:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Anchorage is a college town. Roughly 25,000 students, or 10 percent of the population, go to four year schools.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ted Stevens International Airport is the third busiest freight airport in the world. Over 95 percent of the freight bound for Alaska is routed through Anchorage. Most of the air shipments that go through Alaska leave Anchorage because it\u2019s a major refueling stop between the U.S. and Asia.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">It\u2019s all about the government and natural resources like petroleum. Flights to and from Anchorage are full of oil workers \u2014 something you learn just by being on the flight there and back.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Visitors from outside of Alaska use the city website. We determined from website traffic that many website users were potential visitors that wanted to learn about the city.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">We found that many people also move to Anchorage because it\u2019s either a lifestyle choice or they\u2019re assigned there to work (for example, there\u2019s several armed forces bases in the region). We used all this data to develop personas that included needs for visitors, business owners and residents, and made recommendations on content strategy that the city employees followed.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">All these additional resources increased the value of the website for very targeted audiences. The personas were determined early on through research without talking to a single user, gave us a head start on redesigning the site.<\/span><\/p>\n<h2>3.\u00a0<b>Get out of the building<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Sometimes all you need is three personas to get the conversations about customers started.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019ve attended my presentations, you\u2019ll know that I bring up <\/span><a href=\"https:\/\/www.bobthechiropractor.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Bob The Chiropractor<\/span><\/a><span style=\"font-weight: 400;\"> as a great example of a website where we did a lot of guerrilla user research to figure out what he needed in a site. The budget for my time was several beers.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bob Benaderet is an online marketer that happens to be a chiropractor, and his business approach reflects that. He didn\u2019t want advertise in the Yellow Pages \u2014 studies have show the return on investment is terrible when compared to online advertising \u2014 so most of his advertising is digital. The website and social media strategy were key to his business.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We spent time driving around the neighborhood and talking to local residents. We learned that many of his potential customers lived in apartments and talked a lot to their neighbors, didn\u2019t have comprehensive health insurance, and needed immediate access to care.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We modeled goals on a few lightweight personas:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Make the customers feel comfortable: Chiropractic services we\u2019re explained in plain English.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Build a low-cost price structure: Many potential patients couldn\u2019t afford medical care and were looking for a low cost solution.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Emphasize the relationship: While one persona was about the quick fix, another persona was about a long term relationship with a caregiver.<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Keep the local feel: Residents live in Long Beach because they have pride in their community.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The strategy worked \u2014 his website converts at a 12 to 14 percent rate, unheard of in website marketing. It has done so for the last five years. He\u2019s years ahead of his business goals because he understands his customers, and has build a very loyal base.<\/span><\/p>\n<\/section>\n<section class=\"related-books-section\">\n<h3>Grab design ebooks created by best designers<\/h3>\n<p class=\"section-desc\">All for free<\/p>\n<ul class=\"related-books-list\">\n<li>\n<figure><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/product-design-process-ebook-bundle\/\" class=\"action-get-ebook\" data-name=\"The Product Design Process E-book Bundle\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"375\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/the-book_bundle-3.png\" class=\"attachment-ebook-cover size-ebook-cover wp-post-image\" alt=\"the book bundle 3\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/the-book_bundle-3.png 262w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/the-book_bundle-3-210x300.png 210w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/a><\/figure>\n<p><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/product-design-process-ebook-bundle\/\" class=\"btn btn-ghost action-get-ebook\" data-name=\"The Product Design Process E-book Bundle\">Download<\/a><\/li>\n<li>\n<figure><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/future-of-enterprise-ux-consumerization\/\" class=\"action-get-ebook\" data-name=\"The Future of Enterprise UX\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"375\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/book-knowledge-2-262x375.png\" class=\"attachment-ebook-cover size-ebook-cover wp-post-image\" alt=\"book knowledge 2\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/book-knowledge-2-262x375.png 262w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/book-knowledge-2-210x300.png 210w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/03\/book-knowledge-2.png 332w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/a><\/figure>\n<p><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/future-of-enterprise-ux-consumerization\/\" class=\"btn btn-ghost action-get-ebook\" data-name=\"The Future of Enterprise UX\">Download<\/a><\/li>\n<li>\n<figure><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/ux-design-trends-2015-2016-digital-products\/\" class=\"action-get-ebook\" data-name=\"UX Design 2015&nbsp;&#038;&nbsp;2016\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"375\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/book-knowledge-262x375.png\" class=\"attachment-ebook-cover size-ebook-cover wp-post-image\" alt=\"book knowledge\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/book-knowledge-262x375.png 262w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/book-knowledge-210x300.png 210w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/book-knowledge.png 332w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/a><\/figure>\n<p><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/ux-design-trends-2015-2016-digital-products\/\" class=\"btn btn-ghost action-get-ebook\" data-name=\"UX Design 2015&nbsp;&#038;&nbsp;2016\">Download<\/a><\/li>\n<li>\n<figure><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/guide-to-ux-design-process-and-documentation\/\" class=\"action-get-ebook\" data-name=\"The Guide to UX Design Process &#038; Documentation\"><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"372\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/The-Guide-to-UX-Design-Process-Documentation-262x372.jpg\" class=\"attachment-ebook-cover size-ebook-cover wp-post-image\" alt=\"The Guide to UX Design Process Documentation\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/The-Guide-to-UX-Design-Process-Documentation.jpg 262w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/The-Guide-to-UX-Design-Process-Documentation-211x300.jpg 211w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/a><\/figure>\n<p><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/guide-to-ux-design-process-and-documentation\/\" class=\"btn btn-ghost action-get-ebook\" data-name=\"The Guide to UX Design Process &#038; Documentation\">Download<\/a><\/li>\n<\/ul>\n<\/section>\n<section class=\"related-books-section-single\">\n<section class=\"post-content-wrapper\">\n<figure><img loading=\"lazy\" decoding=\"async\" width=\"262\" height=\"372\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/The-Guide-to-UX-Design-Process-Documentation-262x372.jpg\" class=\"attachment-ebook-cover size-ebook-cover wp-post-image\" alt=\"The Guide to UX Design Process Documentation\" srcset=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/The-Guide-to-UX-Design-Process-Documentation.jpg 262w, https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2015\/09\/The-Guide-to-UX-Design-Process-Documentation-211x300.jpg 211w\" sizes=\"auto, (max-width: 262px) 100vw, 262px\" \/><\/figure>\n<article>\n<h3>Do you want to know more about UI Design?<\/h3>\n<p>Download &#8216;The Guide to UX Design Process &#038; Documentation&#8217; <span>FOR FREE!<\/span><\/p>\n<p><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/guide-to-ux-design-process-and-documentation\/\" class=\"btn btn-flat btn-darker action-get-ebook\">Download e-book for free<\/a><\/article>\n<\/section>\n<p><a href=\"#closeEbookPanel\" class=\"icon-close action-close-ebook-panel\">Close<\/a><\/section>\n<section class=\"post-content-wrapper\">\n<h2>4.\u00a0<b>Stay in the building<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">You may work on projects that are confidential enough that doing user research and testing outside of the building is risky.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">My solution: build provisional personas then find people in the building that match them to validate your assumptions. Most companies working on these kind of projects are big enough that you can find people in the building. If you\u2019re working at a company like that, you\u2019re may be in the target audience yourself.<\/span><\/p>\n<p><a href=\"http:\/\/motherboard.vice.com\/blog\/a-peek-inside-apple-s-maniacal-design-process\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-weight: 400;\">Apple is probably the best example of this<\/span><\/a><span style=\"font-weight: 400;\">. Apple designers are emotionally tied to their brand and are in their target audience. They don\u2019t do external focus groups. They work together in teams that develop ideas collectively and share feedback that results in great products.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There\u2019s no way you can argue with the success of that approach. While not every Apple product is perfect, they\u2019ve built a very successful company through this kind of design culture because they have an absolute understanding of their users.\u00a0<\/span><\/p>\n<h2>5.\u00a0Research your competitors<\/h2>\n<p>Have competitors in the space? Use them as a starting point.<\/p>\n<p>I worked on a project that was e-commerce based. Much of the research I performed was based on other e-commerce websites that had customers close to the client\u2019s target audience. Not only could I glean a lot of best practices the other sites had spent time perfecting through their usability, but I could also develop an understanding of the merchandising and content strategies they used to reach their target audience. From this I developed provisional personas and very targeted user stories. This lead to design questions.<\/p>\n<p>For example:<\/p>\n<ul>\n<li>How do you ship a purchase to parties in different locations for the sample purchase?<\/li>\n<li>How do we handle visitors that come to the site only once a year?<\/li>\n<li>How do we handle visitors that come back every Tuesday to buy more stuff, and make their login process as seamless as possible?<\/li>\n<\/ul>\n<p>This lead to user stories like \u201cThe shopper should be able to select shipping addresses at the item level\u201d and \u201cThe shopper should be able to checkout without creating an account.\u201d Each tiny detail related to an actual persona and contributed to a better experience. The end result was millions of dollars of additional revenue. All without talking to a single user of the website.<\/p>\n<h2>The upshot<\/h2>\n<p><strong>There\u2019s really no excuse for not performing user research.<\/strong> It\u2019s easy and it&#8217;s necessary: every member of your team from the product manager to the front-end developer has to understand the customers in detail so they can build an effective product.<\/p>\n<p>Model the personas, post them on the wall, and then bring some users by to test your assumptions. This will generate insights about their needs and motivations. As more and more feedback comes in, you can refine your personas and course correct your assumptions.<\/p>\n<p><em>Originally posted on <a href=\"https:\/\/www.usabilitycounts.com\/2013\/09\/10\/five-approaches-creating-lightweight-personas\/\" target=\"_blank\" rel=\"noopener noreferrer\">Usability Counts<\/a>.\u00a0<\/em><\/p>\n<p><em><strong>Editor\u2019s note<\/strong>: For more product advice, check out the free 100+ page guide <a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/ux-design-process-documentation-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">UX Design Process Best Practices<\/a>.\u00a0<\/em><\/p>\n<p><a href=\"https:\/\/www.uxpin.com\/studio\/ebooks\/ux-design-process-documentation-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.uxpin.com\/studio\/wp-content\/uploads\/2016\/02\/blog-book1.png\" alt=\"\" width=\"718\" height=\"329\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>UX Director Patrick Neeman explains how to quickly create useful personas. <\/p>\n","protected":false},"author":79,"featured_media":13495,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3,71,6],"tags":[],"class_list":["post-13491","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","category-documentation","category-ux-design"],"yoast_title":"","yoast_metadesc":"UX Director Patrick Neeman explains how to quickly create useful personas. 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