Julie H's profile

Personas Workshop Creation Process

PERSONAS WORKSHOP OVERVIEW 

COMPANY CONTEXT 
ClickTime is a time and expense management application with over 15 years of experience. Within the more recent years, the company has added two UI/UX Designers (me being one) who have spearheaded the user research efforts for the product. 

INTERNAL NEED
Prior to the small design team of two, there was virtually no documentation or any research surrounding our existing users. The Lead Designer and I both saw this as a gap in our knowledge and felt that having meaningful insight into our users behaviors was essential in building a stronger product. Our efforts to incorporate user research sparked conversations within the company and the facilitation of the internal Personas Workshop with our stakeholders. 

STAKEHOLDERS INVOLVED
CEO  |  Support Manager  |  Sr. Account Executive x 2  |  Sales Manager  |  Sr. Product Manager

MY PROJECT ROLE & MAJOR RESPONSIBILITIES
- Conducted research on how to conduct research
- Produced personas workshop outline, presentation, and workshop activities  
- Led the facilitation of the Personas Workshop 
- Produced the graphic templates for the Personas Cards (seen below)

DISCLAIMER
The content of the deliverables seen below are intentionally blocked as they are internal resources for ClickTime. 

Internal Personas Workshop Process


CURRENT USAGE & LOOKING FORWARD

CURRENT USAGE
These personas are used mainly in the Product Team during the development of new features. They are referenced to specific user stories in the internal product management software and are kept as a reminder than our users are real people with real needs and goals. 

LOOKING FORWARD
Before the end of this project, my fellow designer left the company to join another team. Though the ClickTime design team is now comprised of just me, I am committed to keeping these personas updated and relevant to our users' needs. 

Personas Workshop Creation Process
Published:

Personas Workshop Creation Process

Sharing my process for user research that led to the creation of ClickTime's internal Personas Workshop.

Published:

Creative Fields