Personas

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What are Personas?

Personas are fictional, research-backed representations of the people designers aim to delight with their products, services, and experiences. They are based on real user needs, behaviors, and motivations. In user experience (UX) design, personas promote empathy, align teams, and give focus to design and development processes.

“Personas represent the needs and behaviors of a subset of users your product aims to delight.”

— William Hudson, User Experience Strategist and Founder of Syntagm Ltd

In this video, William Hudson gives an overview of personas.

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Copyright holder: Benoît Prieur. Appearance time: 10:32 - 10:36 Copyright license and terms: CC BY-SA 4.0. Modified: No. Link: https://commons.wikimedia.org/wiki/File:Avenue_Berthelot-_machine_pour_entrer_dans_l%27h%C3%B4tel.jpg

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Personas Are More Than “People”

“Personas are the single most powerful design tool that we use. They are the foundation for all subsequent goal-directed design. Personas allow us to see the scope and nature of the design problem… [They] are the bright light under which we do surgery.”

— Alan Cooper, Software designer, programmer and the “Father of Visual Basic”

Personas are not just demographic profiles or generic “user types”—they embody the goals, behaviors, motivations, and contexts of real users. Design teams create personas from user research, not assumptions. Research-backed personas enable designers and stakeholders to make confident decisions about a solution’s features based on users’ real needs. When personas are based on assumptions, they are unreliable and can result in products that do not meet user needs or expectations.

Persona template including demographics, context and obstacles faced, how the personas will interact with the product, questions they will ask, influences, goals, behaviors, motivations, and story.

A persona is typically represented on one or two pages with key information. If a persona is too long or detailed, it is often difficult to design for and goes unused.

© Interaction Design Foundation, CC BY-SA 4.0

Crucially, personas replace roles (like “admin” or “guest”) or customer segments as the focus of design. However, just like real people, personas can take on multiple roles. For example, the Mary-Jane persona above might be both a buyer and a seller on an online marketplace.

Why Use Personas in UX Design?

In UX and product design, personas are referred to as user personas, UX personas, design personas, or, simply, personas. Without them, teams often design for a vague idea of “users” that are more a collection of assumptions than insights. This leads to products overloaded with features nobody asked for, mismatched workflows, and frustrated users. Personas bring focus, alignment, and empathy.

In this video, William Hudson explains the importance of personas and user research to the design and development process.

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Here’s why design teams use personas:

  1. They Create Focus: Personas act as a design compass. When faced with a decision, designers can ask, for example, “Would this help Mary-Jane accomplish her goal?” This clarity avoids “feature creep,” which occurs when a product becomes overloaded with features that reduce usability and waste resources.

  2. They Humanize Users: “User” is an abstract term. Personas replace “users” with someone specific. This approach promotes cognitive empathy—the ability to recognize that other people may think and behave differently than you do. In this video, William Hudson explains cognitive empathy and why we should design for individuals, not groups.

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  3. They Align Cross-Functional Teams: Personas create a shared understanding among stakeholders such as designers, developers, product managers, and marketers. Everyone sees the same “person” and can focus on their needs.

  4. They Reduce Costly Mistakes: Personas take time and resources to create. However, they can prevent poor, expensive decisions during development. Without personas, projects can realize too late that the product, service, or experience doesn’t meet user needs.

Common Misconceptions About Personas

Personas are powerful tools when created and used correctly. However, some common misconceptions can confuse or cause skepticism among teams. These misconceptions can weaken the impact of personas or cause them to be ignored altogether. An understanding of these misconceptions can help convince wider stakeholders to adopt personas as part of the design and development process:

  1. Personas represent everyone. Personas represent a targeted audience of users designers want to delight. When you try to create personas for every skill level or ability, it makes them uselessly vague. Designers address inclusivity and accessibility separately to their personas.

  2. More personas mean better coverage. The opposite is true. The more personas you create, the harder it is to make decisions. Most projects need one or two primary personas and possibly a few secondary ones with slight variations.

  3. Personas are just demographics. Demographics, such as age, job and education, provide context, but they don’t explain how people behave. Designers build effective personas with observed behaviors and motivations, not assumptions.

  4. Marketing personas are suitable for design. Design personas are for understanding user interaction and behavior. Customer personas are for understanding purchasing habits. While both are called personas, they are not interchangeable.

How to Create Effective Personas: Step-By-Step

Approaches and methods for building personas vary greatly between design teams. However, the following is a simple yet effective approach.

1. Start with User Research

Research is the backbone of personas. Begin your persona research with qualitative methods, such as observations and interviews. Then, validate your findings with quantitative research methods, such as surveys and analytics. This approach is called triangulation and, in particular, methodology triangulation.

Reliable personas are built on reliable user research. Researchers often use grounded theory, a research approach that reduces biases and helps reveal true user needs and behaviors. In this video, William Hudson explains grounded theory.

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2. Write Affinity Notes

To make sense of your data, you can use affinity diagramming—an effective and collaborative tool for making sense of research data. Begin this approach by writing affinity notes which you will later arrange into an affinity diagram. In this video, William Hudson explains how to create affinity notes from user research.

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A key method to promote empathy with the research data is to record what users say and do in first-person notes. This is also known as “voice of the customer.” Voice of the customer notes should be:

  • Specific and behavioral.

  • Short enough to fit on a sticky note.

  • Written during the research session or transcribed from recordings.

Three affinity notes from user observations. Note 1 reads, “There aren’t really any incentives that change what we buy.” Note 2 reads, “I wouldn’t buy pork or beef online. I want to see the product.” Note 3 reads. “My partner doesn’t enjoy the shopping experience.”

The voice of the customer helps stakeholders immerse themselves in the research data. For example, instead of writing, “Julia crosses items off her list as she puts them in her basket,” you would write, “I cross items off my list as I put them in the basket.”

© Interaction Design Foundation, CC BY-SA 4.0

3. Use Affinity Diagramming

Once you have completed your research with grounded theory and recorded your qualitative data on affinity notes, you can begin your affinity diagram.

In affinity diagramming, you group related notes into themes and reveal patterns in user behavior. This collaborative approach helps immerse stakeholders in the research data. When you build personas in collaboration with stakeholders, they are much more likely to relate to and benefit from them. Immersion and collaboration result in products, services, and experiences that align with user needs.

In this video, William Hudson explains how to create affinity diagrams.

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In affinity diagramming you:

  • Group notes into clusters based on similarities.

  • Label the levels nearest the original notes with accurate summaries of the grouped notes.

  • Label the top level of notes with summary categories, such as “paint points” or “goals.”

  • Identify key patterns that describe distinct user behaviors and needs.

4. Build the Persona

Once you have your affinity diagram insights, you can create your persona. One approach is to create a Minimal Viable Persona (MVP). An MVP contains the ideal amount of information you need to promote empathy with stakeholders without overwhelming them with information. A minimal viable persona should contain:

  • A name and specific age, since real people do not have age ranges.

  • Roles (if this persona has more than one)

  • A photo, preferably from one of your research participants. Stock photos with models make personas less credible.

  • Primary goals, behaviors, and motivations.

  • Brief backstory relevant to the problem domain.

  • Pain points, quotes, and other helpful information.

If your team needs a deeper emotional connection with your persona, you can add a more detailed backstory. For example, this may be required if you’re designing a solution for patients in a healthcare setting.

Free Persona Template

You can download our easy-to-use, fillable template to build your persona. It includes detailed instructions on what to include in each section, plus an example to inspire you.

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How to Get the Most Out of Personas

Once design teams have created their personas, they then use them to promote empathy, align teams, and drive effective decision-making. Here’s how to integrate personas into your design process:

  • Use them to evaluate ideas: Ask throughout the project: “Would this feature help [Persona Name] solve their problem?” This approach ensures your decisions remain based on real user needs.

  • Keep them visible: Promote your personas digitally and physically. You can put them on the wall or on digital boards. You can also create t-shirts and mugs to share with your colleagues or even full-size cardboard cutouts to take to meetings.

    A mug and a coaster, each featuring different personas. They each include a photo, a name, and some key details.

    Merchandise helps keep personas visible and front of mind within design teams.

    © Interaction Design Foundation, CC BY-SA 4.0

  • Put them in stories of use: These include persona stories and use cases. Examples of your personas in action help you and your team understand how users will use your product, service, or experience. For example, “Amina wants to save her grocery list so she can reorder items easily.”

  • Revisit and update regularly: If your market, product scope, or technology changes, your personas may need updates, too. User needs and behaviors change over time, so personas must change, too.

Key Considerations for Personas

Personas are powerful tools for designers. However, there are some key considerations and limitations to be aware of.

The first is that a persona cannot represent every skill level within your user base. Design teams consider learnability, accessibility, and usability separate from their personas. In this video, William Hudson explores how designers must approach these considerations and why personas don’t represent every user.

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When you design for a persona, remember the following:

  • Make sure you don’t exclude users not represented by a persona. All users must be able to learn and use your product, service, or experience, regardless of whether they fit your persona’s profile.

  • Ensure compliance with accessibility standards (e.g., WCAG). For example, even if your persona isn’t visually impaired, your product must work for those who are.

Another key consideration is how many personas you should use. Small projects typically only need one primary persona. Larger projects may need more. If you need a persona for a user group that overlaps considerably with your primary persona, you can use a secondary persona. Remember, the more personas you have, the more focus you lose, and this is the primary purpose of a persona.

Learn More about Personas

Learn how to research and build personas that promote empathy, align teams, and drive user-centered design in our course, Personas and User Research: Design Products and Services People Need and Want.

Discover more about cognitive empathy and why we empathize more with individuals than groups in our article, How Personas Shape Stronger Design Decisions.

Explore grounded theory for persona research in our article, Grounded Theory: Base Findings on Research, Not Preconceptions.

Take an in-depth look at persona development in Smashing Magazine’s article, A Closer Look At Personas: A Guide To Developing The Right Ones.

Find how to avoid common persona pitfalls in Nielsen Norman Group’s article, Why Personas Fail.

How to create personas?

To create effective personas, start by researching to understand your users, focusing on their behaviors, needs, and motivations. William Hudson, CEO of Syntagm Ltd, emphasizes the significance of personas in promoting empathy and understanding, allowing designers to focus on individuals rather than abstract user groups.

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Copyright holder: Benoît Prieur. Appearance time: 10:32 - 10:36 Copyright license and terms: CC BY-SA 4.0. Modified: No. Link: https://commons.wikimedia.org/wiki/File:Avenue_Berthelot-_machine_pour_entrer_dans_l%27h%C3%B4tel.jpg

According to William, personas are fabrications based on thorough research and should represent real users' goals, behaviors, and motivations. Developing minimal personas with crucial details can be advantageous, concentrating on primary objectives, behaviors, and context of use relevant to the solution or product. It's critical to maintain credibility, ensuring personas are believable and avoiding unnecessary, distracting details.

Here's a step-by-step guide on how to create effective user personas, plus a downloadable template:

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Who should be involved in creating design personas?

Everyone who is going to use the personas should be involved in making them. This builds a feeling of ownership and approval. Invite members of your development team to sit in on research sessions. This way, you can ensure that the personas are based on real user data and reflect the needs and goals of your target users. You can also use the personas as a communication tool to align your team and stakeholders on the user-centered design process.

Use our step-by-step guide to create user personas:

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What makes a good persona?

A good persona is grounded in user behavior observed through field studies, not merely opinions from surveys or focus groups. According to Frank Spillers, CEO of Experience Dynamics, in his insightful video, constructing personas requires understanding users' environments, tasks, and the context in which they consume content. 

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Personas should be developed from user research, highlighting users' needs, goals, and the problems they encounter.  A well-crafted persona describes users’ needs and behaviors as they apply to the solution in question. Backstories should focus on the motivations for the needs and behaviors, making the persona concise and directly relevant to the development team. Team engagement with personas will help to ensure truly user-centered solutions.

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Can a persona be a real person?

No, a persona is not typically a real person. It's a rich, detailed representation of user research to help understand users’ needs, behaviors, and goals.  As Alan Dix, an HCI professor, emphasized in his insightful video, the persona should feel authentic and detailed to guide the design process effectively. 

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It enables creators to ask targeted questions like "How would this persona use this feature?" to optimize user experience.

What is persona in psychology?

In psychology, a persona refers to the outward personality or image we present to the world, often masking our true selves. It’s a concept derived from Jungian psychology, representing the social mask one wears in public interactions. In interaction design, a persona is a user-centered tool representing a user group to aid designers in creating user-friendly products. Explore the concept of personas in interaction design in this comprehensive book chapter on Personas provided by Interaction Design Foundation.

What is the difference between persona vs personality?

As highlighted in this article, a persona is a tool in user-centered design, representing idealized characters to epitomize user types. It aids designers in crafting user-centric solutions, focusing on user needs, goals, and behaviors. Conversely, personality refers to the unique characteristics, thoughts, and feelings that differentiate one person from another, inherently influencing their interactions and reactions. Grasping the differences between persona and personality is vital for creating products that align with user expectations and needs.

What is the difference between a persona and a role?

A persona represents a fictional character created in user-centered design to embody specific user types, focusing on needs, goals, and behaviors to aid in developing user-centric products and services. A role, however, refers to an individual's expected set of responsibilities, tasks, and activities based on their position within a system or organization. While a persona helps understand and address user needs and expectations, a role defines the functional part played by individuals in various contexts, illustrating the actions they should perform. Unfortunately, roles are often poorly understood within organizations, even by the role-holders themselves.

What is the difference between a persona and stereotype?

A persona is a research-based, fictional character representing a user type in user-centered design, focusing on user needs, goals, and behaviors. In contrast, a stereotype is a fixed, oversimplified, and generalized belief or idea about a particular group of people, often leading to misconceptions and biases. While personas are tools to enhance user-centric design by emphasizing diversity and individual user needs, stereotypes can hinder this process by promoting homogeneous and potentially inaccurate representations.

What is the difference between primary and secondary personas?

A primary persona is the main target of your design, who represents the most important or common user segment. A secondary persona is a user who has additional or different needs from the primary persona, but can still benefit from your product or service. As long as the needs of the secondary persona do not conflict with the primary, only minor design adjustments are necessary. If the primary and secondary needs conflict, it is most likely that two primary personas are needed.

Where to learn more about personas?

To delve deeper into personas, consider enrolling in our Design Thinking: The Ultimate Guide and Gamification: How to Create Engaging User Experiences courses. These courses offer in-depth knowledge and practical insights on creating detailed and empathetic personas, enabling you to effectively design user-centric products and services. Whether you're a seasoned professional or a design enthusiast, our courses cater to all learning needs, enhancing your understanding of user personas.

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Literature on Personas

Here's the entire UX literature on Personas by the Interaction Design Foundation, collated in one place:

Learn more about Personas

Take a deep dive into Personas with our course Personas and User Research: Design Products and Services People Need and Want .

You’ll Learn from the Best

In this course, you’ll learn from one of the world’s leading experts:

  • William Hudson: User Experience Strategist and Founder of Syntagm Ltd.

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