SHIFT's eLearning Blog

Our blog provides the best practices, tips, and inspiration for corporate training, instructional design, eLearning and mLearning.

To visit the Spanish blog, click here
    All Posts

    The Ultimate Cheat Sheet for Creating Learner Personas

    learner personaSuccessful marketing professionals work diligently to create the ideal customer persona knowing that a deep understanding of a client's needs will help them tailor their message to achieve their desired result. Effective classroom teachers also spend a great deal of time getting to know their students for the same reason, to tailor instruction to achieve proficiency.

    Effective eLearning courses take a cue from both marketers and classroom teachers by creating detailed learner personasThese in-depth descriptions and profiles of prototypical learners help course designers create more effective, more engaging and more educational content the learner can put to use immediately. 

    This cheat sheet can help an organization develop those personas to move instruction from mediocre to effective eLearning courses.

    learner personas

    1. Gather Information

    Information is power, and the most important first step in developing a learner persona is gathering information about specific learners. The final learner persona will reflect a hypothetical archetype, not an actual person. The information the persona is based on, however, should come from extensive interviews with sample audience members and supervisors, conducted by subject level experts.

    The interview should ask questions about:

    • Basic demographics like age, family, and where they live;

    • What a typical day is like, particularly related to the relevant eLearning course;

    • The circumstances of their work environment including frustrations, relationships and skill level;

    • And needs the audience member has right now

    2. Information Analysis

    The end goal of the information collection is to develop a hypothetical, fully realized archetype of users, archetypes like early tech adopters, late comers or Luddites, that an eLearning course could be tailored for. 

    Analyzing the information from the interviews with audience members and supervisors should yield a selection of these archetypal personas with similar characteristics, habits behaviors, and needs. Look for trends in the information to yield a primary learner persona and one or two secondary personas as well. 

    3. Write the Persona

    A strong leaner persona requires writing and development. A strong persona is a hypothetical person, with a name, backstory and specific character traits beyond the persona's job roles and duties in the workplace. Likely, a well-developed persona will be a few pages in length. It even helps to assign a picture to the persona to make the persona come more to life. 

    A persona should include:

    1. Behavior patterns;
    2. Goals, both long-term and short-term;
    3. Needs;
    4. Attitudes, beliefs and opinions;
    5. Skills
    6. And strong context and background information about those areas of the persona's life. 

    A fully developed persona will lead to more effective eLearning courses because the developers know who the audience is.

    4. Use the Personas

    Learner personas can't lead to more effective eLearning courses if they're not put to use. Everyone should start thinking for this learner. The persona should come into every conversation about course design as a member of the design team. What does the persona already know about this topic? What design elements will help the personal be successful in the course? Can they understand the language used? 

    Ready to rock!

    The learner persona helps shift the eLearning design process away from what will best suit the business to a more learner-centered approach and what will best fit the learner. And when instruction is learner focused, the outcomes are far more effective for everyone.  

    engaging eLearning courses

    Click me
    Karla Gutierrez
    Karla Gutierrez
    Karla is an Inbound Marketer @Aura Interactiva, the developers of SHIFT. ES:Karla is an Inbound Marketer @Aura Interactiva, the developers of SHIFT.

    Related Posts

    Want Your eLearning Courses to Deliver Results? Avoid These Mistakes

    Feeling overwhelmed with AI shaking up the eLearning scene? As L&D leaders, you've been nailing it, smoothly running your training programs and adapting as tech evolves. But now, with AI's rapid rise, it's as if the game board has been flipped over. It's a common, yet dangerous assumption to think that just by integrating AI, all of our training challenges are solved. Beware—this overreliance is a trap! Here's the hard truth: AI, while transformative, is not a silver bullet. In the rush to embrace these new tools, many well-intentioned L&D leaders are making critical mistakes that could cripple the effectiveness of their eLearning initiatives. I totally get the frustration—it’s like suddenly, everyone expects you to have all the answers just because you've got the latest tech at your fingertips. But remember, it’s not all about AI. In the rush to integrate this new tech, I’ve seen too many skilled teams slip up in areas that have always been crucial—like course design, content relevance, and learner engagement. Let’s get real about these common pitfalls, ensuring you’re not just relying on AI but are also paying attention to the foundational elements of effective eLearning. This is your heads-up to keep your game tight, making sure your training programs are as powerful as ever, with or without the extra tech boost.

    The New Rules of Instructional Design in an AI-Driven World

    It’s no longer a question of whether artificial intelligence (AI) will change the way we work—it already has, and instructional design is no exception. What was once a futuristic concept is now a daily reality, reshaping how we approach learning and development at every level.

    The Future of Instructional Design in the AI Era

    Instructional design is at a crossroads. The rapid rise of AI is reshaping the field faster than many of us ever imagined, and it’s not just an incremental shift—it’s an industry-wide transformation. Entire workflows are being redefined, roles are evolving, and the expectations placed on L&D teams are skyrocketing.