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2.1.5 Personas, Scenarios and Stereotypes

Design development uses persona, scenarios and population stereotypes early in the design process.

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A. Design in Theory

A2.1 User-centred research methods

By the end of this topic, you should be able to...

discuss how a primary persona, scenarios, population stereotypes and demographics can be used to guide design development, and discuss the advantages and disadvantages of using them when engaging with UCD.

Guiding Question

How do designers understand the relationship between users, the product and the environment?

Understanding Design Empathy Tools

In user-centered design, personas, scenarios, and population stereotypes serve as critical tools that help designers empathize with users and make informed design decisions. These tools translate raw user research into actionable insights that guide the early stages of the design process.

Personas: Representing Real Users

What Are Personas?

Personas are detailed, realistic profiles of fictional individuals who represent distinct segments of your target audience. They go beyond simple demographic information to capture motivations, behaviors, challenges, and goals.

A well-developed persona includes:

  • Demographic details (age, occupation, location)

  • Behaviors and preferences

  • Pain points and frustrations

  • Motivations and goals

  • Typical scenarios of product use

  • Relevant quotes that capture their mindset

Creating Effective Personas

The process of developing personas involves several key steps:

  1. Observe and collect data on users' demographics, preferences, challenges, and motivations

  2. Analyze this information to identify patterns and insights

  3. Craft detailed profiles representing distinct segments of your target audience

Importantly, personas must be based on actual user research rather than assumptions. They serve as a "primary persona" that represents the core user group for whom you're designing.

How Personas Guide Design

Personas help designers:

  • Make user-centered decisions about features and functionality

  • Align team members around a shared understanding of users

  • Avoid designing based on personal preferences or assumptions

  • Evaluate design concepts from the user's perspective

  • Maintain focus on actual user needs throughout the process

By considering design decisions through the lens of your persona, you can better predict how your intended users will interact with and respond to your product.

Scenarios: Contextualizing User Experiences

What Are Scenarios?

Scenarios are narrative descriptions that illustrate how users interact with products in specific contexts. They map a user's journey as they attempt to accomplish tasks, highlighting both pain points and opportunities for design intervention.

Effective scenarios include:

  • The context of use (where, when, why)

  • The user's goal or task

  • The steps taken to accomplish the goal

  • Challenges encountered along the way

  • Emotional responses throughout the journey

Storyboarding User Journeys

Storyboards visually represent scenarios, breaking down the user's journey into discrete steps. This technique allows designers to:

  • Identify pain points in the current experience

  • Spot opportunities for design intervention

  • Visualize how new design solutions might improve the experience

  • Communicate complex user journeys to stakeholders

By mapping the user's journey through storyboarding, designers can better understand the full context of product use and identify critical moments that most impact the user experience.

Population Stereotypes: Understanding Expectations

What Are Population Stereotypes?

Population stereotypes are commonly held expectations about how products should function based on prior experiences. These include expectations about:

  • Color coding (red for stop, green for go)

  • Control movements (clockwise to increase, counterclockwise to decrease)

  • Spatial arrangements (top to bottom, left to right)

  • Symbol meanings (standardized icons and indicators)

Population stereotypes reflect cultural norms and conventions that users bring to their interactions with products.

Demographics and Their Limitations

Demographics provide statistical data about population characteristics such as age, location, income, education, and occupation. While this information helps broadly categorize user groups, it has limitations:

  • May lead to oversimplified understanding of users

  • Doesn't capture individual motivations and behaviors

  • Can reinforce stereotypical thinking rather than true empathy

  • Often fails to represent the diversity within demographic categories

Advantages and Disadvantages in UCD

Advantages of Using These Tools

Personas:

  • Create empathy and emotional connection with users

  • Provide a concrete reference point for design decisions

  • Help prioritize features based on user needs

  • Align team members around a shared understanding of users

Scenarios and Storyboards:

  • Contextualize product use in realistic situations

  • Identify pain points and design opportunities

  • Visualize the impact of design solutions

  • Facilitate communication about complex user journeys

Population Stereotypes and Demographics:

  • Offer quick starting points for understanding user groups

  • Leverage existing knowledge and conventions

  • Help establish broad design parameters

  • Provide statistical backing for design decisions

Disadvantages and Limitations

Personas:

  • Can become outdated if not regularly revised

  • May oversimplify complex user groups

  • Risk reinforcing biases if not based on solid research

  • Can be ignored if not fully integrated into the design process

Scenarios and Storyboards:

  • May not capture all possible use cases

  • Can be time-consuming to create

  • Risk focusing on ideal rather than realistic situations

  • May reflect designer biases rather than actual user behaviors

Population Stereotypes and Demographics:

  • Often too general to guide specific design decisions

  • May lead to designing for the "average" user who doesn't exist

  • Risk reinforcing cultural biases and assumptions

  • Can miss important nuances in user needs and behaviors

Practical Applications in Design Projects

When applying these tools in your design projects:

  1. Start with Research: Base personas and scenarios on actual user research, not assumptions. Conduct field research, user observation, interviews, and focus groups to gather authentic insights.

  2. Create Primary Personas: Develop detailed personas that represent your core user groups, including demographics, behaviors, goals, and pain points.

  3. Map User Journeys: Use storyboards to visualize how users interact with existing products or potential solutions, identifying pain points and opportunities.

  4. Challenge Stereotypes: Question population stereotypes and validate them through user research, being mindful of cultural differences and diverse user needs.

  5. Use as Communication Tools: Share personas and scenarios with team members and stakeholders to build shared understanding of user needs.

  6. Iterate and Refine: Update personas and scenarios as you gather more user insights throughout the design process.

Beyond Usability: Emotional and Cultural Dimensions

When using personas, scenarios, and population stereotypes, consider dimensions beyond basic usability:

  • Cultural Context: How cultural backgrounds influence user expectations and behaviors

  • Emotional Responses: How users feel during different stages of product interaction

  • Accessibility Needs: How diverse physical, sensory, and cognitive abilities affect product use

  • Ethical Considerations: How design choices might impact different user groups

This more comprehensive approach helps create products that are not only usable but also emotionally satisfying and culturally appropriate.

Connection to Ergonomics and Inclusive Design

Personas, scenarios, and population stereotypes connect directly to ergonomic and inclusive design principles:

  • Physical Ergonomics: Personas can include information about physical capabilities and limitations that inform ergonomic design decisions

  • Cognitive Ergonomics: Scenarios reveal how users process information and make decisions when using products

  • Inclusive Design: Diverse personas help designers consider the needs of users with varying abilities, avoiding the trap of designing only for the "average" user

  • Design for Extremes: Personas representing users with more challenging requirements can drive solutions that benefit all users

By integrating these tools with ergonomic and inclusive design principles, designers create products that better serve diverse user populations.


Through thoughtful application of personas, scenarios, and a critical understanding of population stereotypes, you'll develop the ability to create designs that truly respond to user needs, leading to more successful and user-centered products.



Linking Questions

  • How can population stereotypes, persona and scenarios be impacted by ergonomic design? (A1.1)

  • How do user-centred research methods impact the UCD of products? (B1.1)

  • How do user-centred research methods allow designers to consider beyond the usability of products? (A2.1)

  • How does the responsibility of the designer affect the planning and execution of user-centred research methods? (C1.1)

  • Which user-centred research methods can impact the effectiveness of product analysis and evaluation? (C3.1)

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