Version 3.0.6

Personas

Personas are a useful way of thinking about the people who use our product and can help teams create user-centered deliverables. Each persona represents a different set of real users with similar stories and concerns. Consider these personas whenever starting a new project or planning a new feature.

I want to save the world, one action at a time.

Her Story

Sam is an organization’s best friend, she sees the posts, reads the emails and, often times, is inspired to take action. She’s paying attention, but her time is valuable. If Sam can’t complete forms or make donations quickly and easily she might end up donating somewhere else.

Her Concerns

Sam wants to trust in the site as much as she trusts in the cause. It’s important to her that her personal information feels safe and secure.

I want to help out, at any chance I can.

His Story

Vince is always the first to volunteer. Whether making calls, knocking on doors, or entering data, Vince is ready to go. He appreciates when he’s empowered to get a lot done and likes to see the impact he’s made.

His Concerns

Vince wants to know he’s making a real impact and feel proud about his contribution to the organization. Vince isn’t the best with technology, so it’s important to him that the site is easy to understand and the task is easy to follow.

I want to coordinate the right conversations with the right people.

Their Story

Olivia’s passionate about the cause, and wants to bring people together. Olivia can talk to anyone and is a natural at recruiting volunteers and finding new supporters.

Their Concerns

Olivia is always looking for better ways to motivate volunteers and engage with supporters, as well as find the right people to contact.

I want to empower people to get the job done.

His Story

Adam is a problem solver whose skills and experience are unmatched. From creating up new users to answering question he’s got to know how to do it all.

His Concerns

Adam wants the organization to run smoothly and efficiently so everyone can accomplish their goals.

I want to grow my community and drive action by engaging supporters online.

His Story

Diego is passionate about engaging supporters across digital platforms, whether through emails, websites, or social media posts. Dennis has experience using a variety of digital tools and has worked in-house and as a consultant across clients.

His Concerns

Diego is busy juggling many campaigns simultaneously. He appreciates being able to see how his campaigns are performing at a glance and is only interested in using features that directly impact his job.

I want easy access to the right data and the right people to achieve my fundraising goals.

Her Story

When she meets her goals, the organization has the funds to drive the cause forward. To get the job done, she reviews contacts and contributions, and runs reports.

Her Concerns

Gwen lives and dies by her reports and is always concerned about incorrect or duplicate data.

I want to keep up to date on my contacts and deliver high quality interactions every time.

Her Story

Helen is focused on a few key contacts to achieve her fundraising goals. She travels from city to city to meet with new and existing contacts. Helen wants to know everything and about the contacts assigned to her. She may need to access this information at any time from her phone or tablet.

Her Concerns

Helen wants to keep track of her interactions, know any new information related to the contact records she is responsible for, and if any changes have been made to those records.

I want to file perfect compliance reports every time.

Her Story

It takes a special person to find joy in compliance reporting. Carla is that person. Over the years she’s perfected her reports and runs them just the way she likes. She was a pro at older platforms like Titania and is coming around to Oberon, but if you force her to migrate one more time... there is no telling what she’ll do.

Her Concerns

Removing duplicate contacts is a primary concern of Carla’s, as are system changes that cause her to re-invent her workflows. This affects her confidence in her final reports and she worries that errors could lead to fines.

I want to ensure the success of campaigns

His Story

Dario works closely with many members of his organization to make sure “People for Good” is reaching it’s its goals on the ground. He ensures that smart decisions are being made by pulling reports and delivering insights.

His Concerns

Dario wants to feel assured that data in the system is accurate and well maintained so that he and others can quickly pull reports with the most up to date information on them.

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