It’s essential to get a clear picture of your customers, and who better to help in a customer persona co-creation workshop than those who interact with them daily? A diverse mix of participants from different departments can offer a broad view. Bringing prior knowledge or research on your target groups to the table is a plus. Remember, the richer the information we start with, the better your personas will turn out.
Creating personas is a bit like brainstorming: start wide and then narrow down to the most insightful profiles.
Workshop AT A GLANCE:
- Duration: Approx 2 hours
- Materials: Customer Persona templates, pens, masking tape, and research data for inspiration.
- Energy Level: Moderate
- Facilitator: 1
- Participants: 5-20 individuals familiar with your target groups.
- Outcome: Initial drafts of personas, available in both digital and print formats.
Guided Steps To A Successful Customer Persona Co-creation Workshop
1. Pre-Workshop Planning
- Decide on your participant list and send out invites. Be sure to share the goals of the workshop and what you hope to achieve.
- Set up the venue to be comfortable and welcoming.
- Sketch out an agenda for the workshop.
2. During The Workshop
a. Kick-off And Form Groups
- Start with an intro, outlining the day’s agenda and getting to know everyone.
- Break everyone into small groups of 2-3 for focused discussions.
- Brief everyone on the purpose of the workshops, what customer personas are and how to use the provided templates.
b. Draft Personas
- Encourage each group to come up with 3-5 personas that represent typical customers.
- Also, consider unique customer personas, like those who stand out or are ideal.
- Make sure all teams are on the same page, offering guidance when needed.
c. Share And Synthesise
- Have groups display their personas and the wall and present them with the larger audience.
- Together as a group, discuss and cluster similar personas together.
d. Refine Personas
- Give everyone some time to think and re-group personas.
- Decide on the main personas, considering diversity in age, gender, and other key traits.
- Create fresh personas based on combined insights.
e. Detail and Check
- Add more details to personas using available research.
- Review and finalise the personas. This can also be done post-workshop.
3. Post-Workshop Follow Up
a. Re-visit
- Consider running the workshop again with different groups of participants to get a broader view.
- Look for recurring themes and possibly have a wrap-up session to finalise things.
b. Wrap Up
- Review the workshop, noting down key points.
- Organise the data and highlight important bits.
- To summarise the output, convert the workshop’s findings into easily digestible formats and share with the participants and stakeholders.
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