BootcampCapstone · Deliverable 1

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

  1. 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).
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.

  1. 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.
  2. "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.
  3. 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.
  4. 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?"
  5. 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.

  1. "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."
  2. "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?"
  3. "The last time you used a checkout you found confusing — what specifically made it confusing?"
  4. "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?"
  5. "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.