UX Researcher & Designer

Generate user personas from research data, create journey maps, plan usability tests, and synthesize research findings into actionable design recommendations.

Table of Contents

• Trigger Terms
• Workflows
  • Workflow 1: Generate User Persona
  • Workflow 2: Create Journey Map
  • Workflow 3: Plan Usability Test
  • Workflow 4: Synthesize Research
• Tool Reference
• Quick Reference Tables
• Knowledge Base

Trigger Terms

Use this skill when you need to:

• "create user persona"
• "generate persona from data"
• "build customer journey map"
• "map user journey"
• "plan usability test"
• "design usability study"
• "analyze user research"
• "synthesize interview findings"
• "identify user pain points"
• "define user archetypes"
• "calculate research sample size"
• "create empathy map"
• "identify user needs"

Workflows

Workflow 1: Generate User Persona

Situation: You have user data (analytics, surveys, interviews) and need to create a research-backed persona.

Steps:

1. Prepare user data

   Required format (JSON):

   [
     {
       "user_id": "user_1",
       "age": 32,
       "usage_frequency": "daily",
       "features_used": ["dashboard", "reports", "export"],
       "primary_device": "desktop",
       "usage_context": "work",
       "tech_proficiency": 7,
       "pain_points": ["slow loading", "confusing UI"]
     }
   ]
   

2. Run persona generator

   # Human-readable output
   python scripts/persona_generator.py
   
   # JSON output for integration
   python scripts/persona_generator.py json
   

3. Review generated components

   Component	What to Check
   Archetype	Does it match the data patterns?
   Demographics	Are they derived from actual data?
   Goals	Are they specific and actionable?
   Frustrations	Do they include frequency counts?
   Design implications	Can designers act on these?

4. Validate persona

   • Show to 3-5 real users: "Does this sound like you?"
   • Cross-check with support tickets
   • Verify against analytics data

5. Reference: See

   references/persona-methodology.md

   for validity criteria

Proto-Persona Canvas (Lightweight Alternative)

When you lack research data but need a hypothesis-driven persona to align the team, use a proto-persona canvas. Proto-personas are assumption tools -- not validated truth -- meant to be tested and refined.

Use when: Starting a new initiative with no research budget, aligning a cross-functional team quickly, or creating a testable hypothesis about your user.

Proto-Persona Canvas Template:

### [Alliterative Name] (e.g., "Careful Carlos")

**Bio & Demographics:**
- Age, geography, social status, career stage
- Online presence, leisure activities, partner status

**Quotes** (what they say, feel, think):
- "[Direct quote capturing their perspective]"
- "[Quote revealing frustration or aspiration]"

**Pains:**
- [Pain related to the problem space]
- [Pain related to current workarounds]

**What They're Trying to Accomplish:**
- [Observable behavior 1]
- [Observable behavior 2]

**Goals** (wants, needs, dreams):
- [Short-term goal]
- [Long-term aspiration]

**Attitudes & Influences:**
- Decision Making Authority: [Can they buy/adopt your solution?]
- Decision Influencers: [Who influences their decisions?]
- Beliefs & Attitudes: [What beliefs impact their choices?]

**Assumptions to Validate:**
- [Top assumption that must be true for this persona to be viable]
- [Second assumption]
- [Third assumption]

Next steps after proto-persona:

1. Generate interview questions to validate assumptions (Recommended)
2. Generate an anti-persona to define scope boundaries
3. Convert into a one-page stakeholder brief

Workflow 2: Create Journey Map

Situation: You need to visualize the end-to-end user experience for a specific goal.

Steps:

1. Define scope

   Element	Description
   Persona	Which user type
   Goal	What they're trying to achieve
   Start	Trigger that begins journey
   End	Success criteria
   Timeframe	Hours/days/weeks

2. Gather journey data

   Sources:

   • User interviews (ask "walk me through...")
   • Session recordings
   • Analytics (funnel, drop-offs)
   • Support tickets

3. Map the stages

   Typical B2B SaaS stages:

   Awareness → Evaluation → Onboarding → Adoption → Advocacy
   

4. Fill in layers for each stage

   Stage: [Name]
   ├── Actions: What does user do?
   ├── Touchpoints: Where do they interact?
   ├── Emotions: How do they feel? (1-5)
   ├── Pain Points: What frustrates them?
   └── Opportunities: Where can we improve?
   

5. Map three experience paths (not just the happy path)

   Stage	Happy Path	Fail Path	Difficult Path
   Awareness	Finds product via search	Never discovers product	Finds competitor first
   Consideration	Clear value proposition	Confused by pricing	Needs manager approval
   Decision	Easy signup flow	Form errors, abandons	Legal review delays
   Delivery & Use	Smooth onboarding	Can't import data	Workaround needed
   Loyalty	Becomes advocate	Churns silently	Stays but complains

   • Happy Path: Everything works as designed.
   • Fail Path: User cannot complete their goal and drops off.
   • Difficult Path: User completes the goal but with friction, workarounds, or frustration.

6. Add KPIs and ownership per stage

   Stage	Leading KPI	Lagging KPI	Team Owner
   Awareness	Site visits, ad impressions	Brand recall	Marketing
   Consideration	Demo requests, pricing page views	MQL conversion	Marketing/Sales
   Decision	Trial starts, contract sent	Close rate	Sales
   Use	Feature adoption, DAU	Retention rate	Product
   Loyalty	NPS, referral count	LTV, expansion revenue	Customer Success

7. Identify top friction points and interventions

   For each friction point, document:

   Friction Point	Why It Matters	Intervention	Expected Impact	Effort	Confidence
   [Description]	[User/business impact]	[Proposed fix]	High/Med/Low	S/M/L	High/Med/Low

   Priority Score = Frequency x Severity x Solvability

8. Reference: See

   references/journey-mapping-guide.md

   for templates

Workflow 3: Plan Usability Test

Situation: You need to validate a design with real users.

Steps:

1. Define research questions

   Transform vague goals into testable questions:

   Vague	Testable
   "Is it easy to use?"	"Can users complete checkout in <3 min?"
   "Do users like it?"	"Will users choose Design A or B?"
   "Does it make sense?"	"Can users find settings without hints?"

2. Select method

   Method	Participants	Duration	Best For
   Moderated remote	5-8	45-60 min	Deep insights
   Unmoderated remote	10-20	15-20 min	Quick validation
   Guerrilla	3-5	5-10 min	Rapid feedback

3. Design tasks

   Good task format:

   SCENARIO: "Imagine you're planning a trip to Paris..."
   GOAL: "Book a hotel for 3 nights in your budget."
   SUCCESS: "You see the confirmation page."
   

   Task progression: Warm-up → Core → Secondary → Edge case → Free exploration

4. Define success metrics

   Metric	Target
   Completion rate	>80%
   Time on task	<2× expected
   Error rate	<15%
   Satisfaction	>4/5

5. Prepare moderator guide

   • Think-aloud instructions
   • Non-leading prompts
   • Post-task questions

6. Reference: See

   references/usability-testing-frameworks.md

   for full guide

Workflow 4: Synthesize Research

Situation: You have raw research data (interviews, surveys, observations) and need actionable insights.

Steps:

1. Code the data

   Tag each data point:

   • [GOAL]

     - What they want to achieve

   • [PAIN]

     - What frustrates them

   • [BEHAVIOR]

     - What they actually do

   • [CONTEXT]

     - When/where they use product

   • [QUOTE]

     - Direct user words

2. Cluster similar patterns

   User A: Uses daily, advanced features, shortcuts
   User B: Uses daily, complex workflows, automation
   User C: Uses weekly, basic needs, occasional
   
   Cluster 1: A, B (Power Users)
   Cluster 2: C (Casual User)
   

3. Calculate segment sizes

   Cluster	Users	%	Viability
   Power Users	18	36%	Primary persona
   Business Users	15	30%	Primary persona
   Casual Users	12	24%	Secondary persona

4. Extract key findings

   For each theme:

   • Finding statement
   • Supporting evidence (quotes, data)
   • Frequency (X/Y participants)
   • Business impact
   • Recommendation

5. Prioritize opportunities

   Factor	Score 1-5
   Frequency	How often does this occur?
   Severity	How much does it hurt?
   Breadth	How many users affected?
   Solvability	Can we fix this?

6. Reference: See

   references/persona-methodology.md

   for analysis framework

Tool Reference

persona_generator.py

Generates data-driven personas from user research data.

Sample Output:

============================================================
PERSONA: Alex the Power User
============================================================

📝 A daily user who primarily uses the product for work purposes

Archetype: Power User
Quote: "I need tools that can keep up with my workflow"

👤 Demographics:
  • Age Range: 25-34
  • Location Type: Urban
  • Tech Proficiency: Advanced

🎯 Goals & Needs:
  • Complete tasks efficiently
  • Automate workflows
  • Access advanced features

😤 Frustrations:
  • Slow loading times (14/20 users)
  • No keyboard shortcuts
  • Limited API access

💡 Design Implications:
  → Optimize for speed and efficiency
  → Provide keyboard shortcuts and power features
  → Expose API and automation capabilities

📈 Data: Based on 45 users
    Confidence: High

Archetypes Generated:

Output Components:

Quick Reference Tables

Research Method Selection

Persona Confidence Levels

Usability Issue Severity

Interview Question Types

Knowledge Base

Detailed reference guides in

references/

persona-methodology.md

journey-mapping-guide.md

example-personas.md

usability-testing-frameworks.md

Validation Checklist

Persona Quality

• Based on 20+ users (minimum)
• At least 2 data sources (quant + qual)
• Specific, actionable goals
• Frustrations include frequency counts
• Design implications are specific
• Confidence level stated

Journey Map Quality

• Scope clearly defined (persona, goal, timeframe)
• Based on real user data, not assumptions
• All layers filled (actions, touchpoints, emotions)
• Pain points identified per stage
• Opportunities prioritized

Usability Test Quality

• Research questions are testable
• Tasks are realistic scenarios, not instructions
• 5+ participants per design
• Success metrics defined
• Findings include severity ratings

Research Synthesis Quality

• Data coded consistently
• Patterns based on 3+ data points
• Findings include evidence
• Recommendations are actionable
• Priorities justified

Tool Reference

persona_generator.py

Generates data-driven personas from user research data, classifying users into archetypes with demographics, psychographics, behaviors, goals, frustrations, and design implications.

format

json

Archetypes supported: power_user, casual_user, business_user, mobile_first

Output components: name, archetype, tagline, quote, demographics, psychographics, behaviors, needs_and_goals, frustrations, scenarios, data_points, design_implications

python scripts/persona_generator.py           # Human-readable formatted output
python scripts/persona_generator.py json      # JSON for programmatic use

Data input format (customize in script):

[{
  "user_id": "user_1",
  "age": 32,
  "usage_frequency": "daily",
  "features_used": ["dashboard", "reports", "export"],
  "primary_device": "desktop",
  "usage_context": "work",
  "tech_proficiency": 7,
  "pain_points": ["slow loading", "confusing UI"]
}]

Troubleshooting

Success Criteria

Scope & Limitations

In scope:

• Data-driven persona generation from user research
• Archetype classification (power, casual, business, mobile-first)
• User journey mapping frameworks
• Usability test planning and scoring
• Research synthesis and coding methodology
• Interview question frameworks
• Empathy map and opportunity identification

Out of scope:

• Automated user interview recording/transcription
• Real-time analytics integration (use analytics platforms)
• Quantitative survey design and distribution (use Typeform/SurveyMonkey)
• Eye tracking or biometric data analysis
• AI-powered sentiment analysis (tool uses heuristic classification)
• Persona illustration or visual asset generation
• Accessibility auditing (see product-designer or design-system-lead skills)

Integration Points