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The Power of Personas
    Harnessing demographic segmentation in employee engagement

    Judith Sparkes, Suncor Energy
    Marcus Evans
    2nd Internal Branding & Cultural Development
    October 17, 2011




        Background
        • Suncor Energy
        • Headquartered in Calgary,
          Alberta
        • 13,000 employees in Canada,
          USA, Europe, Middle East,
          North Africa
        • Leading position in oil sands
          supported by integrated
          operations
        • Pro-active advocate of
          developing Canadian
          sustainable energy strategy
        • Focused on:
           – Operational excellence
           – Growth


1
It’s hard to engage
    employees in the
    business if you can’t
    connect with them.




2




    Before embarking on a communications
    plan, it’s vital to understand interests,
    perspectives and goals of audiences.

    It’s the only way to connect
    organizational goals with what’s
    important to your audiences.
    Personas can help bridge the gap.



3
What are personas?
    • Archetypes; hypothetical
      “stand ins”
    • Description of a fictional person
      who represents major group of
      employees
    • Realistic but not real
    • Although fictitious:
      – Based on real employees
      – Grounded in reality as much
        as possible                       Source of example:
                                          www.mollystevens.com/images/samplePersona.jpg




4




    Benefits of personas
    • Common and shared understanding of
      audience segments
    • Engage employees
      – Test plans and strategies against personas to assess:
         • Reach
         • Resonance
    • Manage communications and HR functions and
      resources effectively




5
How to create personas
    Research



    • Invaluable but         • Demographic data        • Basic demographics
      rarely provides        • Surveys                    – Age, gender, years of service
      richness required      • Interview business      • Job responsibilities and what typical
    • Provide objective        stakeholders who know     day looks like
      criteria – age,          the audience well
      gender etc.                                      • What person likes best about their job
                             • Employee interviews     • Teams or people person interacts
    • Produces averages        and focus groups          with most
    • Doesn’t necessarily                              • How time rich/poor
      represent segments
      which actually exist                             • Goals, attitudes, beliefs
    • Doesn’t help                                     • Characteristics
      understand audience                              • Motivators
                                                       • Preferences
                                                       • Other relevant information:
                                                          – Work environment
                                                          – Information-seeking habits
                                                          – Personal and professional goals




6




    How to create personas
    Develop




    • Patterns in              • One page              • If narrative “too much”
      attitudes and            • Name and photo          for your corporate culture
      behaviours to            • Personal details           – Minimize amount
      create clusters            but don’t go                 of personal detail
                                 overboard                  – Give persona a title
                               • Include elements             rather than a name
                                 that make sense            – Write the persona as
                                 in your context              a list of bullet points
                                                              rather than a narrative




7
Suncor example




8




    Personas
    Example of an abbreviated persona




9
Personas
     Example of a detailed persona

                                     “I have a computer in the control
                                     room, but don’t use it to get to
                                     company fluff stuff. My boss tells
                                     me all I need to know to get my job
                                     done and Sally in the front office
                                     always makes sure that us guys
                                     get print outs of the info that we
                                     really need. I also flip through
                                     the newsletter, but only really read
                                     something when I know someone
                                     in one of the pictures or articles.”




10




     Practical applications – Example #1
     Using personas to test communications tools




11
Practical applications – Example #2
     Using personas in strategy development

     “In the Know” initiative
     • An employee communications
       program that positions employees to
       be ambassadors for Suncor and the
       industry, called “In the Know”
     • Opportunity to engage employees
       in “new” Suncor
     • Company-wide approach complemented
       by tailored business unit approaches
     • Example: Refining & Marketing




12




     Questions?




13
Judith Sparkes

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Judith Sparkes

  • 1. The Power of Personas Harnessing demographic segmentation in employee engagement Judith Sparkes, Suncor Energy Marcus Evans 2nd Internal Branding & Cultural Development October 17, 2011 Background • Suncor Energy • Headquartered in Calgary, Alberta • 13,000 employees in Canada, USA, Europe, Middle East, North Africa • Leading position in oil sands supported by integrated operations • Pro-active advocate of developing Canadian sustainable energy strategy • Focused on: – Operational excellence – Growth 1
  • 2. It’s hard to engage employees in the business if you can’t connect with them. 2 Before embarking on a communications plan, it’s vital to understand interests, perspectives and goals of audiences. It’s the only way to connect organizational goals with what’s important to your audiences. Personas can help bridge the gap. 3
  • 3. What are personas? • Archetypes; hypothetical “stand ins” • Description of a fictional person who represents major group of employees • Realistic but not real • Although fictitious: – Based on real employees – Grounded in reality as much as possible Source of example: www.mollystevens.com/images/samplePersona.jpg 4 Benefits of personas • Common and shared understanding of audience segments • Engage employees – Test plans and strategies against personas to assess: • Reach • Resonance • Manage communications and HR functions and resources effectively 5
  • 4. How to create personas Research • Invaluable but • Demographic data • Basic demographics rarely provides • Surveys – Age, gender, years of service richness required • Interview business • Job responsibilities and what typical • Provide objective stakeholders who know day looks like criteria – age, the audience well gender etc. • What person likes best about their job • Employee interviews • Teams or people person interacts • Produces averages and focus groups with most • Doesn’t necessarily • How time rich/poor represent segments which actually exist • Goals, attitudes, beliefs • Doesn’t help • Characteristics understand audience • Motivators • Preferences • Other relevant information: – Work environment – Information-seeking habits – Personal and professional goals 6 How to create personas Develop • Patterns in • One page • If narrative “too much” attitudes and • Name and photo for your corporate culture behaviours to • Personal details – Minimize amount create clusters but don’t go of personal detail overboard – Give persona a title • Include elements rather than a name that make sense – Write the persona as in your context a list of bullet points rather than a narrative 7
  • 5. Suncor example 8 Personas Example of an abbreviated persona 9
  • 6. Personas Example of a detailed persona “I have a computer in the control room, but don’t use it to get to company fluff stuff. My boss tells me all I need to know to get my job done and Sally in the front office always makes sure that us guys get print outs of the info that we really need. I also flip through the newsletter, but only really read something when I know someone in one of the pictures or articles.” 10 Practical applications – Example #1 Using personas to test communications tools 11
  • 7. Practical applications – Example #2 Using personas in strategy development “In the Know” initiative • An employee communications program that positions employees to be ambassadors for Suncor and the industry, called “In the Know” • Opportunity to engage employees in “new” Suncor • Company-wide approach complemented by tailored business unit approaches • Example: Refining & Marketing 12 Questions? 13