We recently held the first of two planning and discovery workshops on the PLEI Portal project. Participating in the workshop were several of the organizations participating in the Portal initiative, the project team, and the project steering committee.
Facilitated by Anson Lee of Karo Design, the workshop included a review of interesting technologies and approaches we may want to consider in developing the Portal — stay tuned for upcoming posts on faceted searching and a new feature on the Alaska Airlines site called Ask Jenn.
Group activity 1: Postcards announcing a mock-launch
The workshop also featured an activity in which three small groups created postcards announcing the Portal site on its launch. There was some great creativity on display, with postcards announcing the mock-launch to three different audiences — one to the public, a second to educators and intermediaries (those such as advocates, librarians, and community workers who help the public navigate the legal system), and a third to the PLEI Network of participating organizations:
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| For the public |
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| For intermediaries & educators |
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| For the PLEI Network |
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Themes shared by all three postcards announcing the mock-launch included:
- the idea of one stop access
- reliable, trustworthy source
- the site being helpful as a tool, a tangible resource
- British Columbia-focused
- simplicity: keep to a simple, clear message
- timeliness: updated, current, fresh
- the idea that the site helps people find, not just search
- people finding legal help in addition to legal information and education
Group activity 2: User personas
The workshop also featured a second group activity that involved a trial run at developing user personas. User personas are a technique to make real the different types of user groups who will be using the Portal, a way to put ourselves in the user’s shoes. The idea is to create a composite picture of a type of user, and to make that picture come to life with a name, photo, specific characteristics, attitudes, mindset, and so on. For each persona we will develop one or more scenarios involving a legal circumstance that could bring that persona to use the Portal site. These personas and scenarios will then be used to guide decisions about the design of the Portal.
Working in small groups, there were three very credible personas developed, each with a scenario of a legal problem that would lead them to use the Portal site. For example, one group created the persona of Doris, a 28-year-old nanny, new to British Columbia from the Philippines:

Doris’ scenario was that she had been asked by her employer to do more than the parties had originally agreed, and that when she expressed concern she was falsely accused of stealing jewellery from the family, who docked her pay. Doris was now in distress, fearing that her status in Canada would be jeopardized if she sought out help. Playing out the scenario, the group who developed the Doris persona had her learning of the Portal site through a poster on a bus, and with the help of a translator Doris was able to use the Portal to locate a service that provided her with a pro bono lawyer. Doris learned what her legal rights were, and the lawyer was able to support Doris in resolving her dispute with the family.
The Doris persona was one created to get familiar with the concept of developing personas. The next stage for our project is to identify 8-10 personas who represent key user groups for the Portal site. The challenge will be to distill the possibilities down to 8 or thereabouts, and to prioritize within even that number who are the primary personas that we have in mind as we develop the Portal.
To support this persona development, we’re collecting information currently available about user groups from across our PLEI Network of organizations. At a second planning and discovery workshop on Thursday, April 24, we’ll be using that consolidated information about user groups and developing a set of personas. It should be interesting!