Personas

Trials provide the governing study record. Personas provide structured participant context that helps teams reason about that study.

Why it matters

• a team needs role-based or perspective-based context around a trial
• persona work should stay grounded in the study it informs
• reviewers need to understand which trial a persona view belongs to
• the team wants to generate personas from the trial itself
• engagement questionnaires need persona-based answers or feedback

From each side

• Use Trials for the operational study record, including generating or linking personas that matter for that study.
• Use Personas for the maintained participant profiles behind those trial connections.

On the trial side, personas are not only reference material. They can also be used to:

• track eligibility and enrollment priority for a specific persona-trial relationship
• generate personas from trial context
• drive participant engagement questionnaire review from a persona perspective