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Using personas to design
better election web sites


@danachis
Matthew
Attorney
Married
Loves his Blackberry
Hates email
Reads NYTimes on iPad
Addicted to Words With Friends
Find where to vote
in the next election
Edith
Follows Detroit Tigers
Hates ESPN.com
Loves face-to-face online
Dennis
Building contractor
Cell phone is for calling home
Very tuned in to current events
Sees no usefulness in Facebook
Recently more absent-minded
Difficulty doing standard calculations
Jane
1,000-acre farm
Tweets soil chemical readings
Tablet instrumented to aggregate data
Personas: Archetypal users
‣ Composites of real users
‣ Function or task-based
You: designer & developer
            How do you design for these people
            based on what you know?



            Think about each of the people as you
            answer these questions:
What can we say about how
  persistent the person is?
How pro-active will this person
      be in solving problems?
How easily will this person
     become frustrated?
How tech savvy is this person?
How literate is this person in
                 the domain?
Little data, lots of assumptions
How old are they?


      54                83                28               60

Matthew             Edith             Dennis          Jane
Blackberry-loving   ESPN.com-hating   Facebookwhat?   Farmer nerd
St Paul attorney    Hangouts fan
How old are they?
       How educated are they?
How much money do they make?
These don’t matter.
If demographics don’t matter, what do you do?
Persona modeler
accounts for what the user brings to the design
is a framework for personas
helps teams evaluate the strength of their knowledge
about users
Ask the right questions
• persistence with tech
• tolerance for risk & experimentation
• how patient, how easily frustrated


• tech savviness, expertise
• strength of tech vocabulary


• physical or cognitive abilities
• Attitude
 motivation, emotion, risk tolerance, trust,
 persistence, optimism or pessimism
• Aptitude
 current knowledge, ability to make
 inferences, expertise
• Ability
 physical and cognitive attributes
!

    Persona modeler
Task +
functionality	
Find out where to vote
New to the area?
Dropping a vote-by-mail ballot?
Early voting?
Ask the right questions

• Who is the most persistent when it comes to working
  with technology?
• Who is the most likely to experiment and create
  workarounds when something doesn’t work the way
  they expect?
• Who do you think will give up when they encounter
  frustrations out of impatience?
Ask the right questions

• Which one is the most tech savvy - expert? Which one
  strikes you as the least tech savvy?
• Which one is the most likely to call the office to help
  them get out of some tech pickle? Or who will call the
  office rather than using the web site?
• Who will have the most advanced tech vocabulary
  when they do call for support?
Matthew
Attorney
House in St Paul, married
Assistant books reservations
Loves his Blackberry
Hates email
Reads NYTimes on iPad
Addicted to Words With Friends
Doesn’t spend a lot of time on the Web
Avid hiker and birder
Bad knees
Needs Rx eyepiece for scope
M

            M

                 M
!

    Where does Matthew fit?
Edith
Avid sports fan
Lives in Miami, votes in Rochester
Follows Detroit Tigers
Hates ESPN.com
Loves face-to-face online
Picked up Skype early, quickly
Prefers Google Hangouts
Dropped FaceTime -
      gestures were frustrating
E

                 E

          E
!

    Where does Edith fit?
Dennis
Building contractor in Duluth
Married to a nurse
They have 2 kids
8-year-old cell phone
Gets current events on the Web
Sees no usefulness in Facebook
Trouble sleeping, easily distracted
Iraq + Afganistan:
   Blunt Force Brain Trauma
D

                D

    D
!

        Where does Dennis fit?
Jane
1,000-acre farm in Dillworth
12 different systems every day
Tweets soil chemical readings
Smartphone alerts from exchanges
Tablet instrumented to aggregate data
Minimized manual input
Arthritic thumbs
Needs stronger progressive lenses
J

                    J

              J
!

    Where does Jane fit?
D M        E J

         DM        E J

    D     E   MJ

!

        Persona modeling
How do
design
decisions
change with
these
attributes?
Subtlety of
affordances

Size of targets

Directness of the
happy path

Feedback modalities

Labeling & trigger
words

Amount of copy

Wording of
instructions &
messages
Subtlety of
affordances

Size of targets

Directness of the
happy path

Feedback modalities

Labeling & trigger
words

Amount of copy

Wording of
instructions &
messages
Writing instructions voters understand
1. Explain how to vote
2. Put instructions where voters need them
3. Help voters prevent making errors
4. Write short sentences
5. Use short, simple, everyday words
6. Use active voice
7. Write in the positive
8. Instructions with multiple steps should be numbered
9. Keep paragraphs short
10. Separate paragraphs with a space
1. Explain how to vote

2. Put instructions where voters
   need them

3. Help voters prevent making
   errors

4. Write short sentences

5. Use short, simple, everyday
   words

6. Use active voice

7. Write in the positive

8. Instructions with multiple
   steps should be numbered

9. Keep paragraphs short

10.Separate paragraphs with a
   space
If you had this tool, what would you do next?
What would be different for your design?
Persona modeler

• Designing for attitude, aptitude, & ability
• Accounting for what the user brings to the design
• Checking that personas cover the right things
Big ideas
Persona modeler: fast way to visualize users by
asking important questions

 framework for talking about who users are

 can tell which users might be missing

 works with any amount of data

 middle ground between demographics and
 research-based personas
Field Guides series




Research          Research          SOP and Usability   Research
commissioned by   commissioned by   and Civic Life      commissioned by
EAC               NIST              Project             NIST
Coming soon

Effective election Delivering useful Effective design          Designing multi-
department         voter education for vote-by-mail            language ballots
web sites




 Research partially   Research partially   Funding yet to be   Funding yet to be
 funded by            funded by            secured             secured
 Kickstarter          Kickstarter
Field Guides
To Ensuring
 Voter Intent


civicdesigning.org
       /fieldguides
Dana
Chisnell
dana@usabilityworks.net

www.usabilityworks.net
415.519.1148



@danachis

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Using voter personas to understand who is coming to your election department web site

  • 1. Using personas to design better election web sites @danachis
  • 2. Matthew Attorney Married Loves his Blackberry Hates email Reads NYTimes on iPad Addicted to Words With Friends
  • 3. Find where to vote in the next election
  • 4. Edith Follows Detroit Tigers Hates ESPN.com Loves face-to-face online
  • 5. Dennis Building contractor Cell phone is for calling home Very tuned in to current events Sees no usefulness in Facebook Recently more absent-minded Difficulty doing standard calculations
  • 6. Jane 1,000-acre farm Tweets soil chemical readings Tablet instrumented to aggregate data
  • 7. Personas: Archetypal users ‣ Composites of real users ‣ Function or task-based
  • 8. You: designer & developer How do you design for these people based on what you know? Think about each of the people as you answer these questions:
  • 9. What can we say about how persistent the person is?
  • 10. How pro-active will this person be in solving problems?
  • 11. How easily will this person become frustrated?
  • 12. How tech savvy is this person?
  • 13. How literate is this person in the domain?
  • 14. Little data, lots of assumptions
  • 15. How old are they? 54 83 28 60 Matthew Edith Dennis Jane Blackberry-loving ESPN.com-hating Facebookwhat? Farmer nerd St Paul attorney Hangouts fan
  • 16. How old are they? How educated are they? How much money do they make?
  • 18. If demographics don’t matter, what do you do?
  • 19. Persona modeler accounts for what the user brings to the design is a framework for personas helps teams evaluate the strength of their knowledge about users
  • 20. Ask the right questions • persistence with tech • tolerance for risk & experimentation • how patient, how easily frustrated • tech savviness, expertise • strength of tech vocabulary • physical or cognitive abilities
  • 21. • Attitude motivation, emotion, risk tolerance, trust, persistence, optimism or pessimism • Aptitude current knowledge, ability to make inferences, expertise • Ability physical and cognitive attributes
  • 22. ! Persona modeler
  • 23. Task + functionality Find out where to vote New to the area? Dropping a vote-by-mail ballot? Early voting?
  • 24. Ask the right questions • Who is the most persistent when it comes to working with technology? • Who is the most likely to experiment and create workarounds when something doesn’t work the way they expect? • Who do you think will give up when they encounter frustrations out of impatience?
  • 25. Ask the right questions • Which one is the most tech savvy - expert? Which one strikes you as the least tech savvy? • Which one is the most likely to call the office to help them get out of some tech pickle? Or who will call the office rather than using the web site? • Who will have the most advanced tech vocabulary when they do call for support?
  • 26. Matthew Attorney House in St Paul, married Assistant books reservations Loves his Blackberry Hates email Reads NYTimes on iPad Addicted to Words With Friends Doesn’t spend a lot of time on the Web Avid hiker and birder Bad knees Needs Rx eyepiece for scope
  • 27. M M M ! Where does Matthew fit?
  • 28. Edith Avid sports fan Lives in Miami, votes in Rochester Follows Detroit Tigers Hates ESPN.com Loves face-to-face online Picked up Skype early, quickly Prefers Google Hangouts Dropped FaceTime - gestures were frustrating
  • 29. E E E ! Where does Edith fit?
  • 30. Dennis Building contractor in Duluth Married to a nurse They have 2 kids 8-year-old cell phone Gets current events on the Web Sees no usefulness in Facebook Trouble sleeping, easily distracted Iraq + Afganistan: Blunt Force Brain Trauma
  • 31. D D D ! Where does Dennis fit?
  • 32. Jane 1,000-acre farm in Dillworth 12 different systems every day Tweets soil chemical readings Smartphone alerts from exchanges Tablet instrumented to aggregate data Minimized manual input Arthritic thumbs Needs stronger progressive lenses
  • 33. J J J ! Where does Jane fit?
  • 34. D M E J DM E J D E MJ ! Persona modeling
  • 36. Subtlety of affordances Size of targets Directness of the happy path Feedback modalities Labeling & trigger words Amount of copy Wording of instructions & messages
  • 37. Subtlety of affordances Size of targets Directness of the happy path Feedback modalities Labeling & trigger words Amount of copy Wording of instructions & messages
  • 38. Writing instructions voters understand 1. Explain how to vote 2. Put instructions where voters need them 3. Help voters prevent making errors 4. Write short sentences 5. Use short, simple, everyday words 6. Use active voice 7. Write in the positive 8. Instructions with multiple steps should be numbered 9. Keep paragraphs short 10. Separate paragraphs with a space
  • 39. 1. Explain how to vote 2. Put instructions where voters need them 3. Help voters prevent making errors 4. Write short sentences 5. Use short, simple, everyday words 6. Use active voice 7. Write in the positive 8. Instructions with multiple steps should be numbered 9. Keep paragraphs short 10.Separate paragraphs with a space
  • 40. If you had this tool, what would you do next? What would be different for your design?
  • 41. Persona modeler • Designing for attitude, aptitude, & ability • Accounting for what the user brings to the design • Checking that personas cover the right things
  • 42. Big ideas Persona modeler: fast way to visualize users by asking important questions framework for talking about who users are can tell which users might be missing works with any amount of data middle ground between demographics and research-based personas
  • 43. Field Guides series Research Research SOP and Usability Research commissioned by commissioned by and Civic Life commissioned by EAC NIST Project NIST
  • 44. Coming soon Effective election Delivering useful Effective design Designing multi- department voter education for vote-by-mail language ballots web sites Research partially Research partially Funding yet to be Funding yet to be funded by funded by secured secured Kickstarter Kickstarter
  • 45. Field Guides To Ensuring Voter Intent civicdesigning.org /fieldguides