Research & Personas Insight Report
Builds on Topic 4.
What you'll produce
A one-to-two-page research & personas insight report for FreshCart's first-time-shopper drop-off: the user segment you're designing for, one realistic primary persona, 3–5 sharp insights (each labeled fact or assumption), and a set of neutral, past-behavior interview questions you'd ask real first-timers. This is the Empathize → Define foundation of your entire case study — every later deliverable (the IA, the flows, the wireframes, the test plan, the final UI) traces back to a problem you framed here. It proves the most important Topic 4 skill and the one hiring managers probe hardest: that you design from real user understanding instead of your own taste, and that you can tell a fact from an assumption and write a question that doesn't lead the witness. A designer who can say "I redesigned checkout because research showed X" beats one who says "I thought it looked better" every time.
Instructions
- Name the segment, narrowly. Not "FreshCart users" — the people who churn. Write one sentence defining the exact segment (e.g., "first-time shoppers placing their very first order"). Add one line on why this segment (tie it to the 58% first-order abandonment — these are the users leadership hired you to save).
- Separate what you know from what you assume. Make two quick lists from the brief: Facts (things stated or measured — the 58% drop-off, the "confusing"/"checkout is a maze" reviews, the under-3-minutes goal) and Assumptions (things you suspect but haven't verified — why they drop off). You'll label every insight against these. Never let an assumption masquerade as a fact; that's the single fastest way to fail this rubric and to mislead a design team.
- Build one primary persona. Give them a name, age, and a one-line context that explains why they're new to grocery delivery (just moved, new baby, lockdown habit, etc.). Then write four fields: Goal (what they want from this single first order), Context (device, time pressure, where/when they shop), Frustrations (what makes them quit — drawn from the reviews, not invented), and A quote (one sentence in their voice that captures the pain). Keep it to a type of person, not a real individual. Avoid vanity details (favorite coffee) that don't change a design decision.
- Write 3–5 insights, each labeled and each design-relevant. Format every one as: the insight → (fact / assumption) → so what for the redesign. An insight is not a feature ("add a progress bar") and not raw data ("58% abandon") — it's the interpretation that points at a design move ("first-timers can't tell how many steps checkout has, so they bail mid-flow — fact that 58% drop between browse and checkout; assumption that step-opacity is the cause; so the redesign needs a visible, finite progress indicator"). At least one insight must be an honest assumption you'd validate, not a fact dressed up as one.
- Write 5 neutral, past-behavior interview questions. Re-read Topic 4 Lesson 4.2. Every question must ask about a real past event ("Tell me about the last time you…"), never a hypothetical ("Would you use…") and never a pitch ("Don't you think checkout should be faster?"). At least one should probe the moment of abandonment directly. These are the questions you'd run with ~5 real first-timers to confirm your assumptions before you design anything.
- State the one assumption that, if wrong, breaks the redesign. Close with the single load-bearing belief — the thing that, if false, means you're solving the wrong problem beautifully (Topic 3). Name it and name how you'd test it.
- Keep it to 1–2 pages. The deliverable is sharp insights everyone can act on, not a fat report (Topic 4 Lesson 4.3). Cut anything that doesn't change a design decision.
Worked example
(Product: FreshCart online grocery delivery — first-order abandonment)
User segment. First-time shoppers — people who downloaded FreshCart and reached the app for their very first order but abandoned somewhere between browsing and checkout. Why this segment: analytics show 58% of new users abandon their first order, and the first order is the make-or-break moment for a delivery startup — a shopper who completes one order and likes it tends to reorder; one who quits the first time usually never returns. Win the first order and you win the customer.
Facts (from the brief). (1) 58% of new users abandon their first order between browsing and checkout. (2) App-store reviews repeatedly call the app "confusing" and the checkout "a maze." (3) Leadership's target is a first-timer placing an order in under three minutes. (4) FreshCart is 4 years old, so this is a redesign of an existing flow, not a greenfield build.
Assumptions (to validate). That the drop-off is driven by navigation and flow confusion rather than price, delivery-fee shock, or out-of-stock items; that first-timers specifically (vs. returning users) are the ones getting lost; that checkout length/opacity — not a single broken step — is the core friction.
Primary persona.
Maya Cohen, 31 — "the time-boxed first-timer." Just moved to a new city for a job and has no time to grocery-shop in person; a coworker mentioned FreshCart, so she's trying it for the first time during a 15-minute break.
- Goal: Get this week's groceries ordered and delivered today without it eating her whole break — one successful order, then she'll decide if FreshCart is worth keeping.
- Context: On her phone, standing in line for coffee, one-handed, mild time pressure, has never used a grocery-delivery app before so she has no learned shortcuts.
- Frustrations: Can't tell where she is in the process or how much is left; keeps tapping into category pages and losing her cart; hits checkout and is suddenly asked for delivery window, payment, and an address all at once with no sense of how many steps remain.
- Quote: "I had stuff in my cart, but I couldn't tell how close I was to actually being done — so I gave up and figured I'd do it later." (She did not do it later.)
Insights.
- First-timers can't gauge how far checkout goes, so they abandon mid-flow rather than fail at a specific step. (Fact that 58% drop between browse and checkout; assumption that step-opacity, not one broken field, is the cause.) So: the redesign needs a visible, finite progress indicator and the fewest possible checkout steps — the user must always know how close "done" is.
- "A maze" is a navigation problem, not a visual-polish problem — users lose the path between browsing and paying. (Fact, from the recurring "maze"/"confusing" reviews.) So: fix this in Deliverable 2 (IA & user flow) before any UI styling; a prettier maze is still a maze.
- The cart is leaking — people add items, then lose them while navigating, and never reach checkout. (Assumption to validate — plausible from the persona's behavior but not yet in the data.) So: treat cart persistence and a always-visible cart affordance as a candidate fix, and confirm it in interviews before committing.
- Three minutes is a usability bar, not a marketing slogan — it implies a flow short enough to finish one-handed on a break. (Fact — it's the stated leadership target.) So: every screen in the redesign gets measured against "could a first-timer reach this in under three minutes from a standing start?"
- First-timers have no learned shortcuts, so the very first order must be self-explanatory with zero prior knowledge. (Assumption — that returning users tolerate the current flow because they've memorized it, which is why the pain concentrates in first-timers.) So: test the redesign specifically with people who've never used FreshCart, and design for the cold start, not the habituated user.
Neutral, past-behavior interview questions.
- "Tell me about the last time you ordered groceries or food through an app for the first time — walk me through it from opening the app to finishing."
- "Think back to the most recent time you put items in a cart online but didn't complete the order. What was happening right before you stopped?"
- "The last time you used a checkout you found confusing — what specifically made it confusing?"
- "Describe the last time you tried a new app on your phone while you were busy or short on time. What did you do, and how far did you get?"
- "When you've abandoned an online order partway through, what would you say was going through your head at the moment you decided to stop?"
Single load-bearing assumption. That first-timers abandon because of flow/navigation confusion, not because of price, delivery fees, or item availability. If the real driver turns out to be a £6 delivery fee revealed at checkout, then no amount of IA and flow work will fix the 58% — I'd be redesigning the wrong thing. How I'd test it: ask the abandonment question (Q2/Q5) in all ~5 interviews and check whether users name cost/availability or confusion/length; cross-check against the analytics for the exact screen where the drop spikes (a cost surprise drops people at the fee-reveal step; a confusion problem scatters drop-off across the whole flow).
Rubric
The app's AI scores your submission against these criteria and gives feedback. Levels: Needs work (1) / Solid (2) / Excellent (3). Passing = every criterion at Solid or above; revise and resubmit until it passes.
- Narrow, justified user segment — 1: "all FreshCart users" or vague · 2: a clear segment (first-time shoppers) · 3: a sharp segment tied to the 58% first-order drop-off and why winning the first order matters.
- Realistic primary persona — 1: a list of vanity traits or a real named individual · 2: a believable user type with goal, context, and frustrations · 3: a persona whose context and frustrations come straight from the brief's evidence and clearly point at design decisions (incl. a quote in their voice).
- Insights labeled fact vs. assumption — 1: insights unlabeled, or assumptions stated as facts · 2: 3–5 insights each labeled and design-relevant · 3: every insight reads insight → fact/assumption → so-what, with at least one honest assumption to validate.
- Insights are interpretations, not data or features — 1: restates analytics ("58% abandon") or jumps to a feature ("add a progress bar") · 2: most insights interpret the behavior · 3: each insight explains why users behave that way and what it means for the redesign.
- Neutral, past-behavior interview questions — 1: leading, hypothetical, or pitchy · 2: mostly neutral and past-focused · 3: 5 sharp, non-leading, past-behavior questions, at least one probing the moment of abandonment.
- Load-bearing assumption named and testable — 1: missing, or a trivial assumption · 2: a real riskiest assumption · 3: the genuinely flow-breaking assumption, with a concrete way to test it before designing.
- Coherence with the case study — 1: a standalone report disconnected from the redesign · 2: insights reference the redesign · 3: explicitly hands off to later deliverables (IA/flow, usability test), framing this as the Empathize/Define foundation.