JOBS TO BE DONE OR CUSTOMER JOBS (tool)

Brief description

Understand not just what the user is doing, but why they are doing it. The concept is that customers don’t really buy products; they hire them to get jobs done. Jobs describe the things your customers are trying to get done in their work or in their life; it could be the tasks they are trying to perform and complete, the problems they are trying to solve, or the needs they are trying to satisfy. Jobs-based view focuses more on the circumstances itself, whereas a needs-based view focuses on the customer as the unit of analysis. It shifts the focus from solutions that customers use, to the fundamental problems they can’t adequately solve. Helps to understand the context and constraints that surround the jobs people are trying to get done.

Quick Guide

  • Identify the user and the user context (circumstances).
  • Analyze the different approaches to identify jobs and understand desire outcomes.
  • Determine a set of discovery activities [observation, interview, contextual inquiry, discovery workshop] for the team to execute.
  • In team, use the information that emerged during Discovery activities to spot users´ jobs (needs, problems and tasks) that are not being satisfied and identify which ones are important.

Benefits

  • Focuses on circumstances of a situation.
  • Documents your discovery findings.
  • Builds a shared understanding.
  • Helps you to identify demand, optimize solutions, capture value, defend share, or revitalize growth.

Helpful Tips

  • Emotional and social factors are frequently as important as functional ones.
  • Make sure you take the customer´s perspective when investigating jobs.
  • Invest time in defining the functional jobs, because they are the anchor around which all other main needs are defined.

Application

Formats 

FORCES MATRIX

Identify jobs people are hiring.

The forces matrix helps you understand when the user start buying a product or service, their decisions and experiences.

FORMAT

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Interview guide for user, helps fill Matrix Forces.

We want all the details around when you first started thinking about buying [product/service]. When you made the decision and experiencing it for the first time.

  • When did you purchase the product? Where were you? Where did you buy it? How did you buy it?
  • Did you buy anything else with it? (set the scene to help pull back the memories and spot associations)
  • What time of day was it [daytime/ nighttime]? Was anyone else with you at the time? What did they say? What triggered you to think about this?

Note: We are looking for when they were passively looking and what happened
to switch to active looking. What were the events? What was the timeline?
What’s the emotion? Are they worried about the features? In the interview,
make sure you stick to what happened. Speculating with the interviewee will
not give you any real insights.
Now we start moving forward. Understand the options they looked at. Why did they discount them? What are the anxieties? The push and pulls. What were they willing to trade off (Money, time, convenience)?

  • Tell me about how you looked for a product to solve your problem.
  • What kind of solutions did you try? Or not try? Why or why not?
  • Who did you talk to about this?

Note: Be curious about emotion

  • What was the conversation like when you talked about purchasing the product with your <spouse/friend/parents>?
  • Before you purchased did you imagine what life would be like with the product? Where were you when you were thinking about this?
  • Did you have any anxiety about the purchase? Did you hear something about the product that made you nervous? What was it? Why did it make you nervous?

Note: The key thing is to follow the story and piece it together.
Improvise – find out the story!

If you get time, talk about what happened after the purchase. People have a set of expectations on how that hire will change their life.

  • Did the product meet your expectations?
  • How are you using the product now?

Note: Are they using it for the original purpose (the big hire) are they adapting it for other purposes (the little hire). Look carefully at the little hires. This is where opportunities to innovate can surface.

  • So, you got the product, has it meet your expectations?
  • Are you using it for original intent?
  • Are you using it for anything you did not expect to be using it for?

Note: Avoid connecting the wrong dots. The only information you can pay attention to are the things that happened. Anything that is along the lines of speculation should be struck out. That is not how the person behaved, it’s speculation on how they might have behaved in a given circumstance.

Keep an open mind. As people tell you their story, they will unlock the memory of events. They remember new things and correct something they said earlier. They’ll start to use better language as they form a better picture of events. Make sure you allow this to happen.

Avoid Psychological evaluation. Sometimes it’s easy to dive into the psychological aspect of an individual. Make sure you steer the conversation towards the facts and interactions of the events. Less so on the broader personality of the person. Psychological evaluation slips into the world of speculation. It doesn’t represent what happened.

People will often not remember the details of purchase straight away. But you can help unlock memories by asking the question around the event in questions. What days was it? Where were you? Who else was there? What else did you buy? What was the weather like? What was on TV? These questions are not directly relevant necessarily to the events, but it will help put the person in the moment and unlock other details that are important.

Pause and recant. Summing up. Sometime in the interview process it good to appear a little confused about the events the person is describing. Say things like. I don’t quite understand. Can you explain that more to me? This will trigger people to retell the situation with different language and more details.

Often unlocking new insight. Another thing you can do is recant the story but purposely get a few things wrong. This will cause the person to retell the correct story in more detail.

CUSTOMER PROFILE

Understand desire outcomes.

The Customer Profile describes a specific customer segment in a more structured and detailed way. It breaks the customers down into its jobs, pains and gains. Customer profile of the Value Proposition Canvas.

FORMAT OVERVIEW:

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FORMAT

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Trigger questions to fill format.

Customer Jobs

  • What is the one thing that your customer couldn’t live without accomplishing?
  • What are the stepping stones that could help your customer achieve this key job?
  • What are the different contexts that your customers might be in? How do their activities and goals change depending on these different contexts?
  • What does your customer need to accomplish that involves interaction with others?
  • What tasks are your customers trying to perform in their work or personal life?
  • What functional problems are your customers trying to solve?
  • Are there problems that you think customers have that they may not even be aware of?
  • What emotional needs are your customers trying to satisfy? What jobs, if completed, would give the user a sense of self-satisfaction?
  • How does your customer want to be perceived by others? What can your customer do to help themselves be perceived this way?
  • How does your customer want to feel? What does your customer need to do to feel this way?
  • Track your customer’s interaction with a product or service throughout its lifespan. What supporting jobs surface throughout this life cycle?
  • Does the user switch roles throughout this process?

Customer Pains

  • What does your customer find too costly? Ex. Does it takes them a lot of time, cost them too much money, or require substantial efforts?
  • What makes your customer feel bad? Ex. What are their frustrations, annoyances, or the things that give them a headache?
  • How are current solutions underperforming for your customer? Ex. Which features are they missing, are there performance issues that annoy them, or malfunctions they mention?
  • What are the main difficulties and challenges your customers encounter? Ex. Do they understand how things work, do they have difficulties getting certain things done, or do they resist certain jobs for specific reasons?
  • What negative social consequences do your customers encounter or fear? Ex. Are they afraid of a loss of face, power, trust, or status?
  • What risks do your customers fear? Ex. Are they afraid of financial, social, or technical risks, or are they asking themselves what could go awfully wrong?
  • What’s keeping your customer awake at night? Ex. What are their big issues, concerns, and worries?
  • What common mistakes do your customers make? Ex. Are they using a solution the wrong way?
  • What are barriers keeping your customers from adopting a solution? Ex. Are there upfront investment costs, a steep learning curve, or are there other obstacles preventing adoption?

Customer Gains

  • Which savings would make your customers happy? Ex. which savings in terms of time, money and effort would they value?
  • What outcomes do your customers expect and what would go beyond their expectations? Ex. What quality levels do they expect and what could you offer more or less of?
  • How do current solutions delight your customers? Ex. Which specific features do they enjoy, what performance and quality do they expect?
  • What would make your customers’ jobs or life easier? Ex. Could there be a flatter learning curve, more services, or lower costs of ownership?
  • What positive social consequences do your customers desire? Ex. what makes them look good, increase their power or their status?
  • What are customers looking for most? Are they searching for good design, guarantees, specific or more features?
  • What do customers dream about? Ex. What do they aspire to achieve or what would be a big relief to them?
  • How do your customers measure success and failure? Ex. How do they measure performance or cost?
  • What would increase your customers’ likelihood of adopting a solution? Ex. Do they desire lower cost, fewer investments, lower risk, or better quality?
UNIVERSAL JOBS MAP

Understand desire outcomes.

The Universal Job Map describes what the customers is trying to get done (needs view); for core functional jobs.

FORMAT

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Job mapping breaks down the task the customer wants done into a series of 8 process steps.

The goal of creating a job map is not to find out how the customer is executing a job that only generates maps of existing activities and solutions.
Instead the aim is to discover what the customer is trying to get done at different points in executing a job and what must happen at each juncture for the job to be carried out successfully.


1. Define. What aspects of getting the job done must the customer define up front in order to proceed? This step includes determining objectives; planning
the approach; assessing which resources are necessary or available to complete the job. In this step, a company can look for ways to help customers understand their objectives, simplify the resource-planning process, and reduce the amount of planning needed.


2. Locate. What inputs or items must the customer locate to do the job? Inputs are both tangible (ex. the surgical tools a nurse must locate for an operation)
and intangible (say, business or other requirements that a software developer uses when writing code). When tangible materials are involved, a company
might consider streamlining this step by making the required components easier to gather, ensuring that they are available when and where needed, or eliminating the need for some inputs altogether.


3. Prepare. How must the customer prepare the inputs and environment to do the job? Nearly all customer jobs involve an element of setting up and organizing materials. At this stage, companies should consider ways to make setup less difficult. They might invent a means to automate the preparation process; make it easier to organize physical materials; or create guides and safeguards to ensure the proper arrangement of the work area. (For customers dealing with information, companies can help organize, integrate, and examine required data.)


4. Confirm. Once preparation is complete, what does the customer need to verify before proceeding with the job to ensure its successful execution? Here,
the customer makes sure that materials and the working environment have been properly prepared; validates the quality and functional capacity of material
and informational components; and confirms priorities when deciding among execution options. This step is especially critical for jobs in which a delay in
execution might risk a customer’s money, time, or safety.

A company seeking to differentiate itself at this step could help customers gain access to the types of information and feedback they need to confirm readiness and decide among execution alternatives. Another approach is to search for ways to build confirmation into the locating and preparing steps, since this would allow the customer to proceed through the job more quickly and easily.


5. Execute. What must customers do to execute the job successfully? Whether they’re printing a document or administering anesthesia, customers
consider the execution step the most important part of the job. Because execution is also the most visible step, customers are especially concerned about avoiding problems and delays, as well as achieving optimal results.
Here, innovating companies can apply their technological know-how to provide customers with real-time feedback or to automatically correct execution
problems. Companies can also think about ways to keep performance consistent in different contexts.


6. Monitor. What does the customer need to monitor to ensure that the job is successfully executed? Customers must keep an eye on the results or output
during execution, especially to determine whether they have to make adjustments to get the task back on track in the event of a problem.
While some monitoring activities are passive (like the way a pacemaker monitors heartbeats), others can often be time-consuming and demanding for
customers. When the costs of poor execution are significant, as when operating on a patient, solutions that call attention to problems or relevant changes
in the environment are especially valuable. Solutions that link monitoring with improved job execution or that provide diagnostic feedback offer considerable
value as well.


7. Modify. What might the customer need to alter for the job to be completed successfully? When there are changes in inputs or in the environment, or if
the execution is problematic, the customer may need help with updates, adjustments, or maintenance. At this step, customers need help deciding what
should be adjusted as well as determining when, how, and where to make changes. Like monitoring, searching for the right adjustment can be both
time-consuming and costly. Companies can help by offering ways to get execution back on track when there are problems. They can also provide avenues for reducing the time needed make updates and the number of adjustments the customer has to make to achieve desired results. (In addition, solutions that target the location and preparation steps can be designed to eliminate modifications.)


8. Conclude. What must the customer do to finish the job? With some simple jobs such as hand washing, the conclusion is self-evident. Complex jobs, on
the other hand, may involve some concluding process steps. Customers often think of concluding steps as burdensome because the core job has already
been completed, so companies need to help them simplify the process. Also, the conclusion of one job cycle is often the start of another or may affect the
next one’s beginning. When a job is cyclical, companies can help customers make sure that concluding activities are closely connected to the starting point
of a new job cycle.

One way to help customers finish the job is to design benefits sought at the conclusion into an earlier step in the process.

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