1. Recruiting
- Development of participant screener
- Recruitment of participants (using customer lists)
2. Customer Research
- Review of existing user research to inform our preliminary user understanding and research materials
- Internal workshops or interviews of the policies, processes, services and touchpoints to inform the user landscape
- Current and prospect customer engagement which may include one-on-one interviews, small group workshops, and/or creative journaling
3. Segmentation Analysis
- Creation of user clusters through statistical analysis of user data
- Synthesis of data clusters and qualitative personas to understand user behaviour and key moments in the customer journey (positive and negative)
4. Profile Creation
- Summary of user types into multiple personas detailing goals, motivations, attitudes, and key moments in the customer journey