L&D Guide Series: How To Use An Audience Analysis And Learner Personas

Audience Analysis And Learner Personas
Summary: Audience analysis is crucial in identifying the right learning strategy. In this article, I outline the significance of audience analysis and show you how you can use learner personas to create high-impact learning experiences.

Learn How To Use An Audience Analysis And Learner Personas

Most of us (whether from an Instructional Design or L&D team) are aware of the significance of audience analysis. We know that only when this analysis is correctly used to identify a learning strategy this is when we will see the required gains in enhanced skills, thinking, and/or behavioral changes. Yet, quite often, this aspect is driven by assumptions and a limited analysis of what would truly resonate with the learners. Why does this happen?

Here is my take on this gap between audience analysis and how it impacts the eventual gain the learners seek. As Instructional Designers, we want to create courses with a “wow” factor, and this often leads us to opt for learning strategies that excite us, but they do not resonate well with learners. While it is important to create learning designs that excite learners, the learning journey must enable them to meet their specific mandate. Only then, will they walk away with a sense of fulfillment and accomplishment.

The Significance Of Audience Analysis

To understand the learners (as in, by being in their shoes), we need to do an extensive audience analysis. To achieve the learner mandate, we need to understand the learners, think like them, and ascertain what would excite them and, more significantly, what would not. Specifically, while conducting an audience analysis, we need to identify what would help create a sticky learning experience, help them improve their performance, or solve a problem. Additionally, we need to extend the audience analysis to include what learning strategies would help influence learners’ thinking processes and, eventually, behaviors.

In this article, I begin with the significance of audience analysis. Then, I take you through the technique of learner personas, which can be used (in contrast to limited, real-user sampling) to help you choose the right learning strategies and design formats that can create high-impact learning experiences.

Why Is Audience Analysis Necessary And How Does It Impact Learning Design?

Today, Instructional Designers are spoiled when it comes to the range of learning strategies and design formats that can be used to craft a learning design. However, this does make the selection process a bit more difficult. How do you select the right option when more than one approach or combination can work?

This is exactly where audience analysis helps. It helps us understand:

  • Who the target learners are
  • What their preferences are (how they want to learn, when and where would they want to learn, what degree of control they require on how they want to consume learning, and so on)
  • What their current knowledge or proficiency level is
  • What is driving or motivating them (learner)
  • What exactly they want to accomplish (through training or performance support)

Sounds simple, is there a catch? Online training typically addresses a wide and heterogeneous set of learners coming from multicultural backgrounds, different geographies, different age groups, different proficiency levels, and certainly different motivation levels, and so on. It is practically impossible to interact with each learner and understand what would resonate best with each of them.

This is where the technique of using learner personas comes in. By using the technique of learner personas, you can identify and select the learning design that will deliver the desired impact. It also helps you eliminate certain options that may work with certain learner personas but not with others.

What Are Learner Personas And How Do They Offer A Better Option As Compared To A Limited, Real-User Sampling?

It goes without saying that using cues from real or actual users will lead to a more definitive audience analysis. However, it is very challenging to pool in this data from all users. Hence, we take cues through a partial sampling of the real users, but this may lead to picking up limited cues and not necessarily the overall patterns. On account of this, we can miss the bigger picture and may potentially have a limited impact on the selected learning design. This is where the use of learner personas comes to the rescue, and it can aid in helping us hit the bullseye with the right learning strategy.

Learner personas are fictional learner profiles that are generated through the aggregation of real user data. They are very useful in understanding the target audience in terms of their background, what motivates them, and how they like to learn. In fact, learner personas are created by using a partial sampling of real-world users. They enable Instructional Designers to validate what approaches or combination thereof can meet the expectations of different learner profiles.

With learner personas, you look at the learning design from the learners’ viewpoint and assess if the selected approach would work or not. You work with more tangible cues rather than assumptions to craft the learning design. Different stakeholders in the project development cycle can use this to validate or tweak their approach and re-draw the learning design suitably. As a result, you are likely to meet the learners’ mandate without the pain of re-work on the developed training.

How Can You Build Learner Personas?

As I have highlighted, while the learner personas are a fictional profile, they draw upon real-world users’ data. This data can be collated through a step-by-step approach to create and refine the learning personas.

At EI Design, we use a combination of the following approaches:

1. Have a discussion with:

      • Project sponsors
      • L&D teams
      • The business unit

2. Survey/interview a small group of target learners. If feasible, spend some time with the target user group and observe them.

3. Analyze past data for projects with a similar mandate to ascertain what worked and what may need to be updated/worked upon to meet the mandate.

At EI Design, we use a simple two-tiered model to create learner personas.

1. We begin with basic cues on demographics that typically include:

      • Age
      • Role
      • Region or geographic location
      • Interests
      • Cultural aspects

2. We look at the next tier of cues, which typically include:

      • Learning mandate/needs (What they are aiming to accomplish through the training or performance support intervention)
      • Current proficiency and expected gain
      • Motivation factors
      • Preferred device to learn on (smartphone/tablet, laptop/desktop, or the flexibility to work across devices)
      • Preferred approach to learn (microlearning or macrolearning as well as different formats)
      • Preferences for learning strategies (particularly relevant when there are existing training programs)
      • Preferred mode of training delivery (prescribed learning path, personalized path or customized path)

The value of using learner personas is that they increase the ability to achieve the learner mandate through the most appropriate learning design.

I hope this article will help you with crafting more effective learning experiences by leveraging the technique of learner personas. These learning strategies will resonate better with your learners and deliver the required value to them as well as to your business.

Meanwhile, if you have any specific queries, do contact me or leave a comment below.

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