# User Persona: [Persona Name]

**Date Created:** YYYY-MM-DD
**Last Updated:** YYYY-MM-DD
**Created By:** [Name]

---

## Quick Summary

**Who:** [One-sentence description of who this person is]
**Goal:** [Primary goal when using the system]
**Pain Point:** [Biggest frustration or challenge]

---

## Demographics

### Basic Information
- **Name:** [Persona Name]
- **Age:** [Age range, e.g., 28-35]
- **Gender:** [Male / Female / Non-binary / Prefer not to say]
- **Location:** [City, State / Country / Region]
- **Occupation:** [Job title]
- **Industry:** [Industry or sector]
- **Education:** [Highest level of education]

### Work Context
- **Company Size:** [Startup (1-50) / Small (51-200) / Medium (201-1000) / Enterprise (1000+)]
- **Years of Experience:** [X years in current role, Y years in industry]
- **Team Size:** [Number of people they work with directly]
- **Reports To:** [Manager title]
- **Manages:** [Number of direct reports, if applicable]

### Technical Proficiency
- **Overall Technical Skill:** [Low / Medium / High]
- **Software Proficiency:** [e.g., Proficient in Microsoft Office, basic HTML]
- **Device Usage:** [Primary device: Desktop / Laptop / Mobile / Tablet]
- **Browser:** [Preferred browser: Chrome / Firefox / Safari / Edge]
- **Operating System:** [Windows / macOS / Linux / iOS / Android]

---

## Psychographics

### Personality Traits
[Describe personality characteristics that influence how they use technology]
- **Adventurous vs. Cautious:** [e.g., "Early adopter, eager to try new features"]
- **Detail-Oriented vs. Big Picture:** [e.g., "Focuses on high-level outcomes, delegates details"]
- **Independent vs. Collaborative:** [e.g., "Prefers self-service, reads docs before asking for help"]
- **Patient vs. Impatient:** [e.g., "Expects immediate results, low tolerance for delays"]

### Values & Motivations
[What drives this persona? What do they care about?]
1. **Primary Value:** [e.g., "Efficiency - wants to get tasks done quickly"]
2. **Secondary Value:** [e.g., "Accuracy - willing to spend time to ensure correctness"]
3. **Motivator:** [e.g., "Recognition from manager for completing projects on time"]

### Attitudes Toward Technology
- **Comfort Level:** [Very comfortable / Comfortable / Neutral / Uncomfortable / Very uncomfortable]
- **Adoption Style:** [Early adopter / Early majority / Late majority / Laggard]
- **Learning Style:** [e.g., "Prefers video tutorials over written documentation"]

---

## Background Story

[2-3 paragraphs telling a story about this persona's typical day, challenges, and how they currently solve problems]

**A Day in the Life:**
[Describe a typical workday. What do they do? What challenges do they encounter? How do they currently solve those challenges?]

**Example:**
> Sarah starts her day by checking her email inbox, which is overflowing with 150 unread messages. She spends 30 minutes triaging, but inevitably misses important requests buried in the noise. By 10 AM, she's in back-to-back meetings, taking notes in a notebook that she often misplaces. After lunch, she struggles to remember what was discussed in the morning meetings and who was assigned which action items. She ends her day by manually updating spreadsheets with project status, a tedious task that takes 45 minutes and is prone to errors.

---

## Goals & Objectives

### Primary Goals
[What are the main things this persona is trying to achieve?]

1. **Goal 1:** [e.g., "Complete project deliverables on time"]
   - **Success Criteria:** [How do they measure success? e.g., "100% of deliverables submitted by deadline"]
   - **Current Approach:** [How do they achieve this today? e.g., "Uses Trello board and calendar reminders"]
   - **Challenges:** [What makes this difficult? e.g., "Task dependencies unclear, frequent changes to scope"]

2. **Goal 2:** [e.g., "Collaborate effectively with distributed team"]
   - **Success Criteria:** [e.g., "All team members aligned on project status and next steps"]
   - **Current Approach:** [e.g., "Weekly video calls and Slack messages"]
   - **Challenges:** [e.g., "Timezone differences, information scattered across tools"]

3. **Goal 3:** [e.g., "Make data-driven decisions"]
   - **Success Criteria:** [e.g., "Access to real-time metrics and reports"]
   - **Current Approach:** [e.g., "Manually compile data from multiple sources into spreadsheets"]
   - **Challenges:** [e.g., "Time-consuming, data often outdated by the time report is finished"]

### Secondary Goals
[Nice-to-have goals that improve experience but aren't critical]
1. [Goal 4]
2. [Goal 5]

---

## Pain Points & Frustrations

### Top Pain Points
[What are the biggest problems or frustrations this persona faces?]

1. **Pain Point 1:** [e.g., "Email overload - missing important messages"]
   - **Severity:** [Low / Medium / High / Critical]
   - **Frequency:** [Daily / Weekly / Monthly / Occasionally]
   - **Current Workaround:** [e.g., "Uses email filters, but still manually checks flagged folder multiple times per day"]
   - **Impact:** [e.g., "Wastes 2 hours per day, causes delayed responses to urgent requests"]

2. **Pain Point 2:** [e.g., "Manual data entry - updating spreadsheets is tedious and error-prone"]
   - **Severity:** [Low / Medium / High / Critical]
   - **Frequency:** [Daily / Weekly / Monthly / Occasionally]
   - **Current Workaround:** [e.g., "Copies data from multiple sources, double-checks for errors"]
   - **Impact:** [e.g., "45 minutes per day, errors in data lead to incorrect decisions"]

3. **Pain Point 3:** [e.g., "Lack of visibility - doesn't know project status across teams"]
   - **Severity:** [Low / Medium / High / Critical]
   - **Frequency:** [Daily / Weekly / Monthly / Occasionally]
   - **Current Workaround:** [e.g., "Asks managers in weekly meetings, but information is often outdated"]
   - **Impact:** [e.g., "Makes uninformed decisions, projects surprise her with delays"]

### Fears & Anxieties
[What worries this persona? What do they want to avoid?]
1. **Fear 1:** [e.g., "Missing a critical deadline and disappointing stakeholders"]
2. **Fear 2:** [e.g., "Being replaced by automation or AI"]
3. **Fear 3:** [e.g., "Looking incompetent in front of colleagues"]

---

## Behaviors & Habits

### Daily Routines
[What does a typical day look like? What tools and processes do they use regularly?]

**Morning Routine:**
- [e.g., "Checks email on phone during commute"]
- [e.g., "Reviews calendar for the day, prepares for meetings"]
- [e.g., "Scans Slack for urgent messages"]

**Work Habits:**
- [e.g., "Multitasks during meetings (takes notes, responds to emails)"]
- [e.g., "Prefers asynchronous communication (email, Slack) over synchronous (phone calls)"]
- [e.g., "Works best in morning (9 AM - 12 PM), energy drops after lunch"]

**End of Day:**
- [e.g., "Reviews todo list, moves incomplete tasks to tomorrow"]
- [e.g., "Updates project status spreadsheets"]

### Technology Usage Patterns
[How does this persona use technology?]

**Devices:**
- **Primary:** [e.g., "Laptop (MacBook Pro) at desk"]
- **Secondary:** [e.g., "iPhone for email and Slack on the go"]
- **Occasionally:** [e.g., "iPad for presentations and reading"]

**Apps & Tools:**
- **Communication:** [e.g., "Slack (daily), Email (Gmail - daily), Zoom (weekly)"]
- **Productivity:** [e.g., "Trello (daily), Google Calendar (daily), Notion (weekly)"]
- **Data & Analytics:** [e.g., "Google Sheets (daily), Tableau (monthly)"]
- **Other:** [e.g., "Spotify (daily for focus music)"]

**Usage Frequency:**
- [Tool 1]: [Multiple times per hour]
- [Tool 2]: [Daily]
- [Tool 3]: [Weekly]

**Notification Preferences:**
- **Email:** [Checks every 15-30 minutes]
- **Slack:** [Real-time notifications enabled]
- **Mobile Apps:** [Push notifications disabled except for urgent apps]

---

## Needs from This System

### Must-Have Features
[Features this persona absolutely needs to achieve their goals]

1. **Feature 1:** [e.g., "Unified inbox that combines email, Slack, and other notifications"]
   - **Why:** [e.g., "To reduce time spent switching between tools and ensure no messages are missed"]
   - **Success Metric:** [e.g., "Reduce inbox management time from 2 hours to 30 minutes per day"]

2. **Feature 2:** [e.g., "Automated data syncing from multiple sources to dashboard"]
   - **Why:** [e.g., "To eliminate manual data entry and ensure real-time accuracy"]
   - **Success Metric:** [e.g., "Reduce data entry time from 45 minutes to 0 minutes per day"]

3. **Feature 3:** [e.g., "Real-time project status dashboard across teams"]
   - **Why:** [e.g., "To have visibility into project health and identify blockers early"]
   - **Success Metric:** [e.g., "Reduce time to identify project delays from 1 week to 1 day"]

### Should-Have Features
[Features that would significantly improve experience but aren't critical]
1. [Feature 4]
2. [Feature 5]

### Nice-to-Have Features
[Features that would be delightful but not expected]
1. [Feature 6]
2. [Feature 7]

---

## User Journey

[Map out key touchpoints with the system]

### Scenario: [Typical Use Case Name]

**Trigger:** [What prompts this persona to use the system?]
- [e.g., "Receives notification that project deadline is at risk"]

**Steps:**
1. **[Step 1]:** [e.g., "Opens dashboard on laptop"]
   - **Emotion:** [Anxious - worried about missing deadline]
   - **Thought:** ["I need to see what's causing the delay"]
   - **Pain Point:** [Current system doesn't show root cause of delays]

2. **[Step 2]:** [e.g., "Drills down into project tasks"]
   - **Emotion:** [Frustrated - takes too many clicks]
   - **Thought:** ["This should be one click, not five"]
   - **Pain Point:** [Navigation is cumbersome]

3. **[Step 3]:** [e.g., "Identifies blocker (waiting for design approval)"]
   - **Emotion:** [Relieved - now knows what to fix]
   - **Thought:** ["I need to follow up with design team"]
   - **Pain Point:** [No easy way to notify design team from this screen]

4. **[Step 4]:** [e.g., "Sends message to design team via separate tool (Slack)"]
   - **Emotion:** [Annoyed - has to context-switch]
   - **Thought:** ["Why can't I just message them from here?"]
   - **Pain Point:** [System doesn't integrate with communication tools]

**Outcome:**
- **Desired:** [e.g., "Blocker resolved within 1 hour, project back on track"]
- **Current:** [e.g., "Blocker resolved within 1 day due to delayed communication"]

[Repeat for 2-3 key scenarios]

---

## Quotes

[Actual or synthesized quotes that capture this persona's perspective]

> "[Quote 1 - e.g., 'I spend more time managing my tools than actually doing my job.']"
> — [Context: e.g., When asked about current productivity tools]

> "[Quote 2 - e.g., 'If it takes more than 3 clicks, I'm not going to use it.']"
> — [Context: e.g., When evaluating new software]

> "[Quote 3 - e.g., 'I need to trust the data is accurate, or I won't make decisions based on it.']"
> — [Context: e.g., When discussing data quality]

---

## How This System Helps

### Before This System
[Describe pain points and inefficiencies]
- [Pain 1]
- [Pain 2]
- [Pain 3]

### After This System
[Describe improved state]
- [Improvement 1: How pain 1 is solved]
- [Improvement 2: How pain 2 is solved]
- [Improvement 3: How pain 3 is solved]

### Value Delivered
[Quantifiable impact]
- **Time Saved:** [e.g., "2.5 hours per day"]
- **Errors Reduced:** [e.g., "95% reduction in data entry errors"]
- **Satisfaction:** [e.g., "NPS score increases from 20 to 60"]

---

## Success Metrics for This Persona

[How will we measure if we're successfully serving this persona?]

### Adoption Metrics
- **Activation:** [e.g., "80% of users in this role complete onboarding within 7 days"]
- **Feature Usage:** [e.g., "90% use dashboard daily"]

### Engagement Metrics
- **Frequency:** [e.g., "Average 5 logins per day"]
- **Duration:** [e.g., "Average 30 minutes per session"]
- **Retention:** [e.g., "85% monthly active users"]

### Outcome Metrics
- **Task Completion:** [e.g., "95% task completion rate for core user flow"]
- **Time Savings:** [e.g., "Average 2 hours saved per day (self-reported)"]
- **Satisfaction:** [e.g., "NPS > 50"]

---

## Related Personas

[If applicable, list other personas this one interacts with]

- **[Persona 2]:** [e.g., "Reports to this persona's manager"]
- **[Persona 3]:** [e.g., "Collaborates with on cross-functional projects"]

---

## Persona Photo & Visual

[Optional: Add a representative photo or illustration to make this persona more relatable]

**Visual Style:** [e.g., "Professional headshot, office environment"]
**Mood:** [e.g., "Focused but approachable"]

---

## Notes & Observations

[Any additional insights, research findings, or open questions]

- [Note 1]
- [Note 2]
- [Open Question: Needs further research]

---

**This persona was created based on:**
- [ ] User interviews (n = X)
- [ ] User surveys (n = X)
- [ ] Analytics data
- [ ] Customer support tickets
- [ ] Sales team insights
- [ ] Competitive research
- [ ] Assumptions (to be validated)

**Last Validated:** [Date]
**Next Review:** [Date - recommend quarterly review]
