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Who is your customer? Personas + Action Plan 
Put the problem in your customer’s words. Understand their life, values, and decision-making process. Talk to them, confirm, and gain insights. 
1 case studies & use their words 2 persona - person 3 context & ideation 4 questions & strategy 
BE SPECIFIC when creating your persona. If you have more than one segment, a multi-sided market, then SEPARATE them and make a sheet each. 
BASICS. PERSONA NAME: ___________________________ WHAT’S A DEEPER INSIGHT YOU CAN MAKE? 
GENDER: 
AGE: 
ETHNICITY: 
JOB: 
STATUS: 
MARITAL STATUS: 
HABITS: What do they do every day? Why? 
What do they do every week? Why? 
What do they do every month? Why? 
What do they do every year? Why? Or, what do they do in the long term or for the long term? 
Think about where you fit into their life. 
Consumption: How do they interact with the world? Why do they participate? 
How do they get information? How do they interact with technology? 
What causes do they support? What do they advocate for? 
How do they indulge? What’s their guilty pleasure? What do they purchase? 
How do they treat colleagues? Friends? What do they communicate? 
What do they do even though they don’t want to? 
What makes them feel happy, alive? What mekes them say “Hell yes? 
Open space: did you come up with a question or insight beyond the scope above? Write it on the back! 
WHAT’S THEIR DAILY ROUTINE? 
5am 
6am 
7am 
8am 
9am 
10am 
11am 
noon 
1pm 
2pm 
3pm 
4pm 
5pm 
6pm 
7pm 
8pm 
9pm 
10pm 
11pm 
mid 
1am 
2am 
3am 
4am 
LIKE DISLIKE 
DRAWS THEM IN SLOWS THEM DOWN 
Worksheet created by Angela Ognev (angela@redesignhappy.com). 
Please enjoy, share, adapt, and credit.

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Understanding Your Customer: Individual Persona Worksheet

  • 1. Who is your customer? Personas + Action Plan Put the problem in your customer’s words. Understand their life, values, and decision-making process. Talk to them, confirm, and gain insights. 1 case studies & use their words 2 persona - person 3 context & ideation 4 questions & strategy BE SPECIFIC when creating your persona. If you have more than one segment, a multi-sided market, then SEPARATE them and make a sheet each. BASICS. PERSONA NAME: ___________________________ WHAT’S A DEEPER INSIGHT YOU CAN MAKE? GENDER: AGE: ETHNICITY: JOB: STATUS: MARITAL STATUS: HABITS: What do they do every day? Why? What do they do every week? Why? What do they do every month? Why? What do they do every year? Why? Or, what do they do in the long term or for the long term? Think about where you fit into their life. Consumption: How do they interact with the world? Why do they participate? How do they get information? How do they interact with technology? What causes do they support? What do they advocate for? How do they indulge? What’s their guilty pleasure? What do they purchase? How do they treat colleagues? Friends? What do they communicate? What do they do even though they don’t want to? What makes them feel happy, alive? What mekes them say “Hell yes? Open space: did you come up with a question or insight beyond the scope above? Write it on the back! WHAT’S THEIR DAILY ROUTINE? 5am 6am 7am 8am 9am 10am 11am noon 1pm 2pm 3pm 4pm 5pm 6pm 7pm 8pm 9pm 10pm 11pm mid 1am 2am 3am 4am LIKE DISLIKE DRAWS THEM IN SLOWS THEM DOWN Worksheet created by Angela Ognev (angela@redesignhappy.com). Please enjoy, share, adapt, and credit.