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ATD Blog

Putting Learner Personas to Work: A Case Study

Tuesday, April 30, 2019

In our previous post, we explored the idea of using learner personas. L&D practitioners need to learn how to identify key subgroups within the larger target audience then collect or create the right array of learning assets to meet the learning needs. What’s more, they must go beyond segmenting learner groups by the traditional criteria of age, experience, education, language, job role, and so forth.

Here’s a sample description of three personas used for developing manager training:

  • Chris, the new manager, is under 35 years old, loves to text and chat online, is highly motivated to be good at this new job, and likes to study at home after the kids are in bed and when employees aren’t watching. (Note: see Cho, the new manager, if training is for Asia.)
  • Elena, the experienced manager, has a cadre of peers she trusts to talk over managerial issues (social learning). She is busy managing her staff and her personal work projects. She likes to learn in the moment on new computer technologies and is interested in the big picture that will help her succeed when promoted to the next level.
  • John, the old-style manager, has succeeded at getting the job done for a decade without complaint. He’s not interested in changing. He is willing to go to classes where he can share his stories and experiences with others during group activities.

Putting Personas to Work

Here’s a case study describing what the tailored offerings may look like for Chris, Elena, and John. The company has identified an issue that they believe could be solved if managers adopted the XYZ model. L&D designs the following set of learning assets targeted at each learner persona. All managers are required to take a pre-test and a post-test within a six-month period. Corporate already has a baseline business measure and will reassess this metric in 12 months to determine if the managers have changed their performance.

Learning Asset
Comments
Chris
Elena
John
E-learning introduction to the model
(35 minutes)
Learner takes a pre-test to assess awareness and current use of this model. The model is explained. Learners retake the test to confirm understanding.

X

X

X

Virtual book club for the book that describes the model. (Six weeks, 30-minute live virtual chats on Mondays)
HR facilitates the first time, and volunteers facilitate subsequent sessions. Output of discussions are one-page summaries of advice on how to apply the model at the company.

X

Live class.
(One to one-and-a-half days)
Organizational leader facilitates. Outputs of the class include videoed role plays and one-pagers describing how to apply the model for various scenarios.

X

Website for model linked to self-learning resources and just-in-time reminders.
Can be found on the LMS and searched via corporate website. Curated with the best of the assets created by learners in the book club and live classes. Includes a downloadable e-book and recent public articles.

X

X

X

Self-study outline with tests for each major aspect of the model.
(Estimated six hours)
Outline is hyperlinked to a selection of resources for each topic, including the crowd-sourced materials from the live class and book club that are on the website.

X

Want to learn more about how to use learner personas for developing effective learning assets? Join us at our LearnNow: Designing for the Modern Learner workshop.

About the Author

Crystal Kadakia is a two-time TEDx speaker, organizational consultant, and best-selling author, known for transforming the toughest workplace changes into exciting possibilities for our digital world. As a consultant, she brings organizations into the digital age, reimagining people strategies with clients in areas such as career development, learning culture, inclusion, leadership development, and employee engagement. Past clients include General Mills, Southern Company, Monster.com, Sierra Club, and other organizations.

She is the co-creator of the Learning Cluster Design model and the co-author of the related book, Designing for Modern Learning: Beyond ADDIE and SAM (ATD Press, 2020). This model empowers the revolution of the training industry for our Digital Age by showing L&D how to design a set of multiple learning assets, available across the flow of work, to deliver a performance goal on the job.

About the Author

Lisa M.D. Owens is a learning expert who combines her engineering mindset with a deep interest in instructional design and learning sciences to create training that moves business forward. In 2016, Lisa and Crystal Kadakia began researching issues facing L&D in this modern age to discover the next step in the L&D industry’s evolution beyond blended learning. This led to a highly rated ATD LearnNOW program, which then inspired the book they co-authored for ATD Press, Designing for Modern Learning: Beyond ADDIE and SAM. Lisa also co-authored the ATD Press book <em>Leaders as Teachers Action Guide , which is based on her experiences as global training leader at Procter & Gamble.

1 Comment
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I think the article does a great job of explaining what a learning persona is. What I'd like to better understand is how the sample personas were created and why these particular learning plans were assigned in the way they were.
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