Personas, Client & Team Member

We use a persona to talk about clients and people without naming them.

The intent is to aid in crafting narratives and guidelines about relationships and desired interactions toward a positive outcome, then the accidental bias regarding a specific customer or person.

  • Bob, the team member

  • Carter, the career manager

  • Cathy, the coach

  • Leroy, the leader

  • Morgan, the (media) customer

  • Roxy, the reporting manager

For example, when crafting escalation guidance, we can say something like; as Roxy and Bob are unsure about Morgan’s challenge, they should ask Franz to clarify things.

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