Smiling Smith GLS graduates in gowns and orange and white stoles, spring 2026

The HCD Technical Report

The big idea: Your technical report is the full, honest record of your project: every design choice traces back to an insight, and every insight traces back to people you listened to.

In 60 seconds

  • Your technical report is the full written record of your client project, and it follows the template outline.
  • Every design choice must trace back to an insight, and every insight back to the people you heard. If it cannot be traced, it does not belong.
  • An insight says why, not just what. Show more than one source, explain where users disagreed and state your limits plainly.

Do this: build your Honors Capstone HCD Technical Report section by section, starting with key insights and writing the executive summary last.

How the technical report works

The Honors Capstone HCD Technical Report is the full written record of your client project, due in the spring. It follows the SMITH GLS Technical Report Template, and the template is clear: all projects follow this outline. It is very close to your EUReCA poster, with room to show the details of your work.

  1. Front matter

    Title page and executive summary.

    Write it: last.

  2. Problem and people

    Research problem and context. Users and perspectives.

    Big-Tent: worthy topic, multivocality.

  3. Research and credibility

    Methods with a short literature review, credibility of findings, key insights.

    Big-Tent: sincerity, rich rigor, credibility, significant contribution.

  4. Insights, design and action

    Resonance, design response, testing, desirability through ethics, takeaway.

    Big-Tent: resonance, meaningful coherence, ethics.

  5. Close

    Conclusions and recommendations, references, appendices, AI statement.

    Required: the AI Utilization Statement if you used AI.

The trace test

Pick any design choice in your report. Can you point to the insight behind it, and to the people behind that insight? The template sets the rule: if a design choice cannot be traced back to an insight, it does not belong.

Observation or insight?

An observation says what

  • What you saw or heard. Useful, but it does not explain anything yet.
  • Example: new hires on second shift ask few questions in their first week.

An insight says why

  1. What it means and why it matters. The template calls insights the bridge between research and design.
  2. Example: they stay quiet because asking feels like admitting they might not last, so problems surface only when they quit.

Example: a small manufacturer’s onboarding. This made-up project runs through the whole page and the tool.

Three ideas the template leans on

Triangulation

Seeing the problem from more than one angle: what people said, what they did and what they used.

Watch out: one great quote is not a pattern.

Crystallization

Treating disagreement as data. Different users experience the same system differently, and that variation teaches you something.

Watch out: do not smooth out the tension. Explain it.

Meaningful coherence

Problem, people, insights and solution connect so clearly that nothing surprises the reader.

Watch out: a clever feature with no insight behind it breaks the chain.

Front matter and the executive summaryWhat decision-makers read first, written last

Title page: report title, project name, team members and authors, date.

Executive summary: a short overview of the design challenge, the process, the key findings and the recommended solutions. Use plain language aimed at decision-makers. Include:

  • Your primary design challenge, as a How Might We question, and the part of it your team took on.
  • Your unique value proposition: why this solution is different and how it answers the challenge.
  • Market and chosen segments: who wants or needs it and why it is desirable.
  • A short statement of business potential: desirable, feasible, viable and sustainable.
  • Your solution and main recommendations.

The template says the front matter is read first but written last.

Section 1: Problem and peopleWorthy topic and multivocality

Research problem and context works as your introduction. Show the problem is real, timely and grounded in lived experience. Name the specific problem, who experiences it (in human language, not job codes), why it matters now, and how it surfaced through interviews or observation instead of being assumed.

Users and perspectives shows you listened to more than one kind of person. Name primary users, secondary or edge users (new users, experienced users, administrators, caregivers, support staff) and the differences in their needs, constraints and expectations. Personas or a stakeholder map can help.

Multivocality does not mean everyone agreed. The template points out that disagreement often produces the most useful insights.

Section 2: Research and credibilityMethods, literature review, credibility, key insights

Research approach (methods). Include a short literature review with citations (academic articles, industry reports, case studies). Name your qualitative methods and why they fit. Say who took part and how, how many people and how many rounds, and your limitations. Sincerity means you do not overstate. Rich rigor means you went back more than once, not that you had a big sample.

Credibility of findings. Show triangulation (more than one source, method or moment) and crystallization (where people saw it differently and what that taught you).

Key insights. 3 to 5 insights grounded in patterns, each with brief evidence and why it matters.

Section 3: Insights, design and actionResonance, design response, testing, desirability through ethics, takeaway
  • Resonance and transferability: why people in the context would recognize your insights, and where else they could apply, with limits.
  • Design response: what you designed, how someone uses it, which insight drove each element, and why it beats current alternatives. The template invites you to have fun here.
  • Prototyping, testing and iteration: what you tested, with whom, how you gathered feedback, and what changed, including ideas you dropped.
  • Desirability, feasibility, viability, sustainability and ethics: grounded desirability, real constraints, who funds and maintains it, who benefits and who bears the cost, your Value Proposition Canvas, Business Model Canvas and revenue or funding model, the triple bottom line, and how you respected participants. A chart can work well here.
  • Key takeaway and theory of change: the most important learning and why it matters. Optional: “If we [action], then [outcome] becomes more likely for [group], because [insight].”
Conclusion, references, appendices and the AI statementHow the report closes
  • Conclusion and recommendations: summary of findings, strategic recommendations, and what to explore or iterate next.
  • References: alphabetical, APA format, including Tracy (2010).
  • Appendices: interview guides, raw data, detailed analysis, visuals, glossary. Label each one and reference it in the text.
  • AI Utilization Statement: if your team used AI, say which tools, every way you used them, and how you refined the results through your own research and analysis. Sign it and add a short reflection on AI as a research tool. Never put confidential client data into public AI tools.
Template and checklist: how they fit togetherUse the template for headings and the checklist to track

The HCD Technical Report Checklist is a tracking tool. It also lists a few items worth checking against your draft:

  • An Introduction: purpose and relevance, background, why the design challenge is happening, objectives and scope.
  • A Context section built on the Value Proposition Canvas (user profile, jobs to be done, pains and gains, pain relievers and gain creators) plus business, systems, cultural and ethical, environmental, technological and team context.
  • An HCD research methodology by phase: Inspiration (literature review, understanding the problem, generative action research), Ideation (generating ideas, prototype description), Implementation (testing, iteration, deployment plan with the Business Model Canvas) and Impact Assessment (define success).

Use the template’s outline for your headings and make sure the checklist items show up somewhere. If the two seem to disagree, ask Lane or Jules.

Try it: Report Section Tracker

Tool · BUAD 497

Report Section Tracker

Set the status of each technical report section and see what to write next, and why.

  1. 1Pick a section
  2. 2Set status
  3. 3Share

Status

What good looks like
All sections Pick one to work on

Biggest gain next

    All checks

      Put it to work: your Honors Capstone HCD Technical Report

      The Honors Capstone HCD Technical Report is submitted in the spring and follows the template outline. Check Canvas for the due date and rubric. You are not starting from zero: your Weekly Consulting Briefs, interview and testing notes, canvases and Final Prototype Presentation already hold most of the raw material.

      Build it in five steps

      1. Set up the shell

        Paste every template heading into one shared document. Give each section an owner and a reviewer.

        Your deliverable: a shared doc with every template heading in place and a name on each.

      2. Write the middle first

        Start with Key insights, then Research approach and Credibility. Everything else hangs on them.

        Your deliverable: 3 to 5 insights, each with evidence and why it matters.

      3. Trace the design

        For each design element, name the insight it answers. Add what changed in testing.

        Your deliverable: an insight-to-design table in your Design response section.

      4. Make it real

        Write desirability, feasibility, viability, sustainability and ethics. Add your Value Proposition Canvas, Business Model Canvas and revenue or funding model.

        Your deliverable: the canvases plus a short who-pays, who-maintains statement.

      5. Write the front and back

        Executive summary last. Then conclusion, references in APA, appendices and the AI Utilization Statement.

        Your deliverable: a report your client could act on, and an AI statement every teammate can sign.

      Example: one insight traced through the reportA small manufacturer’s onboarding, start to finish
      How one insight shows up across the report (made-up example)
      SectionWhat it says
      Research problemSecond-shift new hires said they shadowed someone who did not know they were coming.
      CredibilityThe same pattern showed up in interviews, a shift observation and a blank welcome sign-in sheet.
      Key insightNew hires stay quiet because asking feels like admitting they might not last.
      Design responseA named buddy for the first five shifts, with a three-question check-in.
      TestingSupervisors skipped the long checklist, so version 2 cut it to three boxes.
      Theory of changeIf every new hire has a named buddy, early quits become less likely, because silence drives people out.
      Before you submitRun this checklist as a team
      • [ ] Every template heading is present and in order.
      • [ ] Executive summary covers challenge, value proposition, segments, business potential and recommendations.
      • [ ] Problem is specific, human and shows how it surfaced through listening.
      • [ ] Primary and edge users are named, with real differences.
      • [ ] Literature review has citations.
      • [ ] Methods, participants, number of rounds and limitations are stated plainly.
      • [ ] Each insight explains why and has evidence from more than one source.
      • [ ] Every design element traces to an insight.
      • [ ] Testing section says what changed, including what you dropped.
      • [ ] Value Proposition Canvas, Business Model Canvas and revenue or funding model are included.
      • [ ] Ethics: how participants were respected and what risks remain.
      • [ ] References are alphabetical APA, including Tracy (2010).
      • [ ] Appendices are labeled and referenced in the text.
      • [ ] AI Utilization Statement is complete and signed.

      Go deeper


      Back to all BUAD 497 topics · Next: Your EUReCA Poster and Abstract

      In-class team activity · 25 min

      Trace It or Cut It

      By the end: A readiness score for your client project's technical report, three design choices traced to insights and evidence, one sharpened insight and owners for the next draft. Your instructor will give you the password in class.

      Part of the Smith GLS human-centered leadership sequence: IB 407, BUAD 317 and BUAD 497, toward the Human Centered Consulting Certificate.

      Frequently asked questions

      What is an HCD technical report?

      The Honors Capstone HCD Technical Report is the full written record of a Smith GLS client project, due in the spring. It follows the SMITH GLS Technical Report Template, which all projects use, and is very close to the EUReCA poster with room to show the details. It moves from front matter through problem and people, research and credibility, insights and design, and a close.

      What is the difference between an observation and an insight?

      An observation says what you saw or heard, while an insight says why it happens and why it matters. For example, new hires on second shift asking few questions in their first week is an observation. Learning that they stay quiet because asking feels like admitting they might not last is an insight. The template calls insights the bridge between research and design.

      What is the trace test in a design report?

      The trace test asks whether every design choice can be traced back to an insight, and every insight back to the people you listened to. The template states the rule plainly: if a design choice cannot be traced back to an insight, it does not belong. An insight-to-design table in the Design response section is a practical way to show the trace.

      What should an executive summary include in an HCD report?

      The executive summary gives decision-makers a short, plain-language overview of the design challenge, process, key findings and recommended solutions. Include your How Might We question, your unique value proposition, your market and chosen segments, a short statement of business potential, and your main recommendations. The front matter is read first but should be written last.

      What are triangulation and crystallization in qualitative research?

      Triangulation means seeing a problem from more than one angle: what people said, what they did and what they used. Crystallization means treating disagreement as data, because different users experience the same system differently and that variation teaches you something. Both show credibility in an HCD report. One great quote is not a pattern, and tension should be explained, not smoothed out.