Use this when you have raw research (interview notes, support tickets, survey responses, analytics data) and need to synthesize it into a structured user persona that the team can reference during story writing, design, and prioritization. This produces the persona definition — for shareable visual artifacts (PDF, slides, Miro), follow up with /persona-create.
Need visual outputs? Use
/persona-createafter this skill to turn the persona into branded PDF cards, Google Slides, Miro boards, or FigJam diagrams.Related resources:
persona-archetypes-guide.md-- four persona archetype templates (End User, Service Provider, Internal Stakeholder, Product Team).
Process
Step 1: Gather inputs
Ask the PM or designer:
- Research data — What do you have? (Interview transcripts, survey results, support tickets, analytics, usage data, or informal observations.)
- User segment — Who is this persona representing? (A specific user segment, role, or behavior pattern — e.g., "power users," "first-time buyers," "IT admins.")
- Product or feature area — What product or feature area is this persona for?
- Existing personas — Are there existing personas to differentiate from? If yes, what makes this persona distinct?
- Team context — Who will use this persona and for what? (Story writing, design decisions, prioritization, stakeholder communication.)
Step 2: Analyze the research
Review the provided data and extract:
- Behavioral patterns — What do these users actually do? How do they work? What is their typical workflow?
- Goals — What are they trying to accomplish? (Both immediate tasks and broader objectives.)
- Pain points — What frustrates them or slows them down? What workarounds do they use?
- Triggers — What causes them to seek a solution? What's the "last straw" moment?
- Decision factors — What influences their choices? (Price, speed, trust, peer recommendations, compliance requirements.)
- Context of use — Where and when do they interact with the product? (Device, environment, time pressure.)
- Direct quotes — Verbatim quotes that capture their voice (2-4 strong quotes).
Flag any section where data is thin. Don't fabricate patterns from insufficient evidence.
Step 2b: Deepen the character
Before writing the formal persona, build deeper empathy using character development techniques:
- Given circumstances: What is true about this person right now? Not just their role -- their morning, their last meeting, what they're worried about that has nothing to do with your product. The fuller the context, the more real the persona feels.
- Objective: What does this person actually want? Not "use our feature" but something upstream: finish a report, impress a client, avoid a mistake, keep their team from burning out.
- Obstacle: What's in their way? External (bad tools, org politics, budget) or internal (confidence, knowledge gaps, competing priorities)?
- Tactics: How do they typically try to get what they want? Do they push through? Ask for help? Work around the system? Give up?
- First-person moment: Before writing the persona in third person, write 2-3 sentences from their perspective. "It's Monday morning and I'm staring at..." This grounds the analysis in a specific human moment.
This step is optional but produces noticeably more dimensional personas. Use it especially when the persona represents a user type the team hasn't worked with directly.
Step 3: Generate the persona
Produce the persona using this structure:
## Persona: (Persona Name)
**Archetype:** (1-line description — e.g., "The overwhelmed PM juggling 3 client projects")
**Segment:** (User segment this represents)
---
### Who they are
- **Role:** (Job title / function)
- **Experience level:** (Years in role, technical sophistication)
- **Context:** (Team size, industry, company stage)
- **A day in their life:** (2-3 sentences describing their typical workday and how the product fits in)
### Goals
1. (Primary goal — what they're trying to accomplish)
2. (Secondary goal)
3. (Tertiary goal)
### Pain points
1. (Pain point 1 — specific, grounded in evidence)
2. (Pain point 2)
3. (Pain point 3)
### Triggers
- (What causes them to seek a solution — the moment they decide to act)
- (What makes the problem acute vs. tolerable)
### Decision factors
- (What they weigh when choosing a solution — ranked by importance)
### Behaviors
- (Key behavior pattern 1 — observed, not assumed)
- (Key behavior pattern 2)
- (Workarounds they currently use)
### In their own words
> "(Verbatim quote 1)" — Context: (what prompted this)
> "(Verbatim quote 2)" — Context: (what prompted this)
### What this means for the product
- (Implication 1 — what this persona needs from the product)
- (Implication 2 — what would delight vs. frustrate them)
- (Implication 3 — how they differ from other personas)
### Evidence gaps
- (Areas where data is insufficient -- flagged for future research)
### Accessibility context
**Prompt the user:** "Does this product serve users with disabilities, or is the team building for inclusive design? If yes or unsure, add an accessibility persona variant. One variant per major access need, not one that blends all disabilities."
If the user confirms (or if the product is public-facing and the audience is broad), add an accessibility persona variant:
- **Assistive technology:** (Screen reader, magnification, switch control, voice input, none)
- **Access needs:** (Low vision, color blindness, motor impairment, cognitive load sensitivity, hearing loss)
- **Device and setup:** (Desktop with JAWS, mobile with VoiceOver, high-contrast mode, custom font sizing)
- **Key friction points:** (What aspects of the current product are hardest for this user?)
- **Workarounds:** (How do they currently get around barriers?)
Use this variant when: the product has regulatory accessibility requirements (Section 508, ADA, EAA), the user base includes known assistive technology users, or the team wants to proactively design for inclusion. One accessibility persona per major access need -- don't blend a screen reader user with a motor-impaired user.
### Confidence & gaps
| Persona attribute | Evidence strength | Source | Gap / follow-up |
|---|---|---|---|
| Role & context | Strong / Moderate / Weak / Assumed | (e.g., "5 interviews, consistent") | (Follow-up if needed) |
| Primary goal | Strong / Moderate / Weak / Assumed | | |
| Pain points | Strong / Moderate / Weak / Assumed | | |
| Triggers | Strong / Moderate / Weak / Assumed | | |
| Decision factors | Strong / Moderate / Weak / Assumed | | |
| Behaviors | Strong / Moderate / Weak / Assumed | | |
**How to rate:**
- **Strong** — 3+ sources confirm, with direct quotes or observed behavior
- **Moderate** — 1-2 sources, consistent but limited sample
- **Weak** — inferred from indirect evidence, not directly stated
- **Assumed** — no data. Team's best guess. Mark clearly and prioritize for follow-up
**Suggested follow-up research:**
- (Method recommendation for each Weak/Assumed attribute — e.g., "Run 3-4 contextual inquiries to observe actual workflow" or "Add 2 survey questions on decision factors")
If data is insufficient for a section, mark it as "(Needs more research — insufficient data to determine)" rather than guessing.
Step 4: Differentiate from existing personas
If the user provided existing personas:
- Highlight what makes this persona distinct from each existing one.
- Identify any overlaps that might indicate these are variants of the same persona rather than separate personas.
- Flag if the research suggests a different segmentation than the team assumed.
Step 5: Review and validate
Present the persona and ask:
- Does this feel like a real person you've encountered in your research?
- Are the goals and pain points accurate to what you've heard?
- Is anything missing or overstated?
- Would the team find this useful when writing stories and making design decisions?
- Are the evidence gaps flagged in the right places?
Revise based on feedback. A persona is only useful if the team trusts it.
Related skills
/persona-create— turns this persona into visual artifacts (PDF cards, slides, Miro boards) for team distribution./research-synthesize— synthesizes raw research into themes before persona creation. Run this first if you have unprocessed interview data./interview-plan— plan interviews to gather the research data that feeds into persona creation./jtbd-analysis— if you want a jobs-to-be-done perspective alongside persona work./story-write— uses personas to populate the "As a..." clause.
Output location
Present the persona as formatted text in the conversation. The team copies it into their wiki, Notion, or project documentation. For visual distribution, follow up with /persona-create.
Example Output
Input
- Research data: 11 customer interview transcripts (avg. 45 min each), 3 months of Zendesk support tickets (n=340, tagged by theme), and Google Analytics showing 68% of sessions occur between 7–9 AM on mobile devices
- User segment: Independent insurance brokers at small brokerages (1–5 agents), representing 41% of current active accounts on Veridia's commercial lines quoting platform
- Product or feature area: Veridia BrokerQuote — a web app for generating, comparing, and submitting commercial property & casualty insurance quotes to carriers
- Existing personas: One existing persona ("Enterprise Broker Dana") representing brokers at large national firms with dedicated ops staff. This new persona should be differentiated from Dana.
- Team context: Persona will be used by a 4-person product squad (2 engineers, 1 designer, 1 PM) for Q3 story writing and by the sales team for positioning conversations
Output (abbreviated)
Persona: Marcus
Archetype: The solo operator who closes deals between school drop-off and lunch Segment: Independent commercial lines broker, small brokerage (1–5 agents)
Who they are
- Role: Licensed P&C broker and de facto office manager; often the only revenue-generating agent at their shop
- Experience level: 8–15 years in insurance, low-to-moderate technical sophistication; highly fluent in insurance products, not in software
- Context: Independent brokerage, 2–4 total staff, regional client base (contractors, small manufacturers, retail), running on a mix of legacy AMS tools and personal workarounds (spreadsheets, email folders, calendar reminders)
- A day in their life: Marcus is at his desk by 7:15 AM, before his assistant arrives, working through quote requests that came in overnight. He uses BrokerQuote to pull carrier options for 3–5 accounts before his first client call at 9:00. By mid-afternoon he's in the field or on the phone. He doesn't have time to relearn a tool — he needs it to work the way he already thinks about his book of business.
Goals
- Respond to client quote requests the same day — responsiveness is his main competitive edge against larger brokerages
- Present clean, readable comparison summaries to clients who aren't insurance-literate
- Reduce the back-and-forth with carriers on incomplete submissions that delay binding
Pain points
- Re-entering the same client data across multiple carrier portals — Marcus calls this "the copy-paste tax." Confirmed in 9 of 11 interviews; 47 support tickets tagged "data entry / duplicate fields"
- Quote comparison view is too technical for client-facing use — he exports to Excel and reformats manually before sending to clients; observed in 3 interviews
- Submission errors caught late — incomplete ACORD fields or missing loss run dates aren't flagged until after submission, causing carrier rejections that cost 1–2 days
Triggers
- A commercial client calls with a renewal 3 weeks out and Marcus realizes he hasn't started the quote process — urgency forces him to find a faster path
- A competitor broker (often at a larger regional firm) quotes a client faster; losing one account to speed motivates Marcus to tighten his workflow
Decision factors
- Speed to first quote — how fast can he get a bindable option in front of a client
- Carrier breadth — access to his preferred regional carriers, not just national surplus lines
- Low retraining cost — he'll abandon a tool that requires more than a day to learn
- Price — sensitive; margin-conscious, watches per-seat costs closely
Behaviors
- Starts sessions on mobile (often in the car or at a client site) but switches to desktop to complete submissions — explains the 7–9 AM mobile spike in analytics
- Maintains a personal "cheat sheet" Google Doc of carrier appetite notes because BrokerQuote's carrier filter doesn't surface this information
- Submits to 2–3 carriers in parallel and races the responses, then calls the client with whichever option arrives first
In their own words
"I don't need fancy. I need to not re-type the same address four times in one morning." — Context: asked about biggest daily frustrations in BrokerQuote
"My clients don't know what an ACORD 125 is. They want to know: what's covered, what's not, and what's the number." — Context: explaining why he reformats exports before sending
"When a submission bounces back from a carrier two days later, I've already told the client we're close. That conversation gets ugly." — Context: discussing late-stage submission errors
What this means for the product
- Pre-fill and data persistence are table-stakes features for Marcus — any friction in reusing client data across carriers will cause abandonment back to portal-hopping
- A client-ready output mode (simplified comparison view, exportable) would eliminate his manual Excel step and is likely a high-conversion feature for this segment
- Inline submission validation (flagging missing fields before submission, not after) directly addresses his biggest trust-breaking moment with the product
- Marcus differs sharply from Enterprise Broker Dana — Dana has ops staff who handle data entry; Marcus is the ops staff. Features that assume delegation or batch workflows don't map to his reality
Confidence & gaps
| Persona attribute | Evidence strength | Source | Gap / follow-up |
|---|---|---|---|
| Role & context | Strong | 11 interviews, consistent across regions | None |
| Primary goal (same-day response) | Strong | 8/11 interviews named this explicitly | None |
| Pain point: re-entry / copy-paste | Strong | 9/11 interviews + 47 support tickets | None |
| Pain point: client-facing output | Moderate | 3 interviews, observed behavior; no survey data | Add survey question: "Do you modify exports before sharing with clients?" |
| Triggers | Moderate | 5 interviews mentioned renewal urgency; competitive trigger inferred | 2–3 follow-up interviews focused on decision moments |
| Decision factors: carrier breadth | Weak | Mentioned in 2 interviews, not probed systematically | Add to next NPS follow-up survey |
| Mobile-to-desktop switching behavior | Moderate | Analytics confirm pattern; intent not confirmed | Short intercept survey or session recording review |
Suggested follow-up research:
- Run a 10-question survey to current single-seat accounts to validate decision factors (carrier breadth, price sensitivity) — target n=60
- Review 5 session recordings to confirm mobile-to-desktop handoff behavior and where drop-offs occur
- Add 2 Zendesk ticket tags: "late submission rejection" and "export/formatting" to quantify the pain points flagged as Moderate above
Differentiation from Enterprise Broker Dana
| Dimension | Marcus (Independent) | Dana (Enterprise) |
|---|---|---|
| Support staff | None — Marcus does everything | Dedicated ops team handles data entry and submissions |
| Client communication | Direct, informal, same-day | Managed through account managers |
| Tool tolerance | Extremely low — abandons quickly | Higher — has IT support and training budget |
| Primary pressure | Speed and responsiveness | Compliance, audit trail, volume throughput |
| Feature priority | Pre-fill, client output, validation | Bulk submission, reporting, user permissions |
These are distinct personas, not variants. Building for Dana's workflow (delegation, batch processing) actively works against Marcus's needs (single-user speed).
To turn this into a shareable visual artifact, run /persona-create. To validate the evidence gaps above with a research plan, run /interview-plan.