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How to work with the JTBD Framework
&
Why UXers need to be using it
Carmen Brion .Design Researcher
Why do we need Jobs To Be Done
(JTBD)?
This is the 20th century business model
It’s one directional:
○ The business gets ideas of what
their customers want and produce
products based on them.
○ Marketing makes them desirable to
customers.
But this model is getting obsolete …
Company Customer
Marketing
Because we are in the Age of the Customer
Today’s always-connected customers
don’t care if it’s a sales, service, or
marketing interaction.
They just want their needs to be met on
their terms in a consistent way.
— Forrester
CompanyCustomer
Outbound Marketing
Social Media
Customer Services
Example of a sign
of this change
Millennials and Gen Y leading the
Age of the Customer.
Do you know who this girl is?
Her name is Zoe Suggs aka Zoella
A vlogger showing her love for hair and
makeup in her youTube videos.
Her vlog has 6.6M subscribers and over
300M video views. She has a beauty range
with Superdrug and record-breaking book
called girl online.
Some YouTube vlogeers are more famous
and earn as much as Hollywood/Music
Stars!
Millennials enjoy an intimate and authentic experience with
YouTube celebrities, who aren’t subject to image strategies
carefully orchestrated by PR pros.
— Survey by Jeetendr Sehdev, marketing professor at USC
However working with needs is hard
With traditional UCD methods is difficult to determine:
○ Correlation between impact and need
○ Complexity of forecasting needs value to allow us identifying those worth solving
○ Need satisfaction KPIs/metrics
○ Core behaviours/fears that prevent customers from fulfilling needs
JTBD change perspective, making it
easier to work with customers
motivations and needs
Customers don’t want a quarter-inch drill bit, they want a
quarter-inch hole .
— Leo McGinneva
JTBD is about figuring out why customers choose a product over another
HiredFired
JTBD
People don’t care about solutions they care about how solutions satisfy their JTBD.
They will switch when they find a solution that satisfy the JTBD better.
Solutions are hired and fired. The JTBD remains the same
Listen to music
on the go
Don’t define solutions before
fully understanding the JTBD
JTBD Framework Steps (from Anthony W. Ulwick)
1 32 4 5
Define the
customer
Uncover
customer needs
Define the
Jobs To Be Done
Define competitors and
measure the level of
satisfaction for the JTBD
Find segments of
opportunity
6
Define the value
proposition
7
Formulate the
strategy
Solution
Define the JTBD ecosystem and uncover customer needs
Desired
Outcome
Emotional
JTBDs
Pains
Gains
Core JTBD
Social
JTBDs
Functional
JTBDs
Contextual
JTBDs
Write the job statement
VERB NOUN - VERB OBJECT CONTEXTUAL CLARIFIER
Feel trendy when going out
Write the desired outcome statement
MEASURE
Increase
DIRECTION OF
IMPROVEMENT
her confidence
OBJECT OF CONTROL CONTEXTUAL CLARIFIER
about looking trendy when going out
NEED
JTBD explains why Zoella’s vlog is so popular
Increase her
confidence about
looking trendy when
going out
Emotional
JTBDs
Pains
Gains
Core JTBD
Social
JTBDs
Functional
JTBDs
Contextual
JTBDs
○ Genuine
○ Trustworthiness
○ Relating to
○ Impress friends/boyfriend
with new hair styles
Zoella’s personality
○ Upbeat
○ Charisma
○ Looks
○ Millennials don’t respond to
traditional marketing
○ See authentic, ordinary content
○ Annoy/baffle their parents
Feel trendy
when going out
Define and measure the forces of progression and regression
PullHabit
Internal pains
Outside world
motivator to change
External pains
Inner motivators
to change
Idea of a better life
Idea of how life will
improve after the change
Solution preference
Triggers to search for
a different solution
Choice
Doubts on how a
product can deliver
progress
Use
Frustrations when
using the solution
Choice
Blockers of
decision making
Use
Existing habits that
prevent retention
Anxiety Push
What keeps customers from
firing their current solution provider
What drives customers to
find and hire a solution provider
Define the main competitors and measure the level of satisfaction for the JTBD
Look beyond products of the same type - competition is
whatever customers currently use or are thinking to use for a
JTBD.
To understand the competition landscape:
○ Start with similar or related products
○ But also consider people’s workarounds - self-made
solutions, combinations of other solutions, etc
And to assess competition, learn how customers define the
progress criteria used to assess a solution’s success and failure.
Example of
different
competition
In the US elections, competition for
voters views was not between main
media, but social media, blogging
and fake news.
5. Find segments of opportunity
OVERSERVED
CUSTOMERS
WELL-SERVED
CUSTOMERS
UNDER-SERVED
CUSTOMERS
You will end up with a great amount of JTBD.
Now we need to understand which one offer the best opportunities.
For that, identify how satisfied customers are with the way that existing
solutions solve the different JTBD and classify customers into the
following buckets:
6. Define the value proposition
Functional JTBDs
Pull forces
Push forces
Anxiety
Your solution
GAINS
PAINS
CUSTOMER
JOBS
GAINS
CREATORS
PAINS
RELIEVERS
PRODUCTS
&
SERVICES
Generate pull
Change habits
Overcome pains (push)
Reduce anxiety
7. Define the strategy for your solution to a JTBD
Get the job done
BETTER
MORE EXPENSIVE
Get the job done
BETTER
CHEAPER
Get the job done
WORSE
MORE EXPENSIVE
Get the job done
WORSE
CHEAPER
Get the job done
SLIGHTLY BETTER
SLIGHTLY CHEAPER
KEEP
Existing customers
WIN
UNDER-SERVED
CUSTOMERS
WIN
ALL TYPES OF
CUSTOMERS
WIN
CUSTOMERS WITH
LIMITED OPTIONS
WIN
OVER-SERVED
CUSTOMERS
Differentiated
Strategy
Dominant
Strategy
Discrete
Strategy
Disruptive
Strategy
Sustaining
Strategy
Where do you
want to be?
Our experience suggest that companies
can win with a dominant strategy if they
introduce a product or service that gets
the job done (addresses the customer’s
unmet desired outcomes) at least 20%
better or 20% cheaply.
— Antony W. Ulwick
“
Understand the strengths and weaknesses of your solution
With all these information it is
much easier to define the
Unique Value Proposition of
your product.
It’s also more clear if you have
or not an Unfair Advantage
over your current and
upcoming competitors.
Some final considerations
if you are thinking to apply JTBD
Airbnb didn’t innovate because of this …
All of these support adjacent emotional/social/functional
JTBD and the anxieties.
○ Professional-made pictures of the property
○ Reviews guest and host
○ Comms between guest and host under Airbnb watch
○ Ideas of what to do
The website/technology are just the face
of a set of well orchestrated services
It was to find a different way
to solve the main JTBD and change habits
Staying in a hotel, BnB, Inn,
it’s comfortable but …
Securing temporary housing in a city I’m visiting
Staying in a real home.
Experience local life.
With JTBD UX can really be the third partner in the 3 Amigos model
TechBusiness
UX
TechBusiness
UX
JTBD
2 Amigos 3 Amigos
○ Quantifying needs and pains
○ Defining KPIs to measure it
○ Forecasting impact to product
success/failure
JTBD
The man who grasps principles can successfully select his own methods.
The man who tries methods, ignoring principles, is sure to have trouble.
— Harrington Emerson
Innovation is hard, there’s no recipe for success
Moving from following methods To fully understand the principles
and master the practice of JTBD
Picture Attribution
Picture Attribution
References
JTBD books written by experienced practitioners
UX London - JTBD talks and workshops
Steph Troeth
Head of research at Clearleft
@sniffles
Workshop:
How to listen for JTBD.
Experienced JTBD
interviewer practitioner.
Jim Kalbach
Head of Customer at Mural
@JimKalbach
Workshop:
JTBD: a way of seeing.
Sian Townsend
Director of research at
intercom
@intercom_uxr
You can find me @tea_monster
Picture attribution
If I had an hour to solve a
problem I’d spend 55 minutes
thinking about the problem
and 5 minutes thinking about
solutions.
— Albert Einstein

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How to work with the JTBD framework and why UXers need to be using it

  • 1. How to work with the JTBD Framework & Why UXers need to be using it Carmen Brion .Design Researcher
  • 2. Why do we need Jobs To Be Done (JTBD)?
  • 3. This is the 20th century business model It’s one directional: ○ The business gets ideas of what their customers want and produce products based on them. ○ Marketing makes them desirable to customers. But this model is getting obsolete … Company Customer Marketing
  • 4. Because we are in the Age of the Customer Today’s always-connected customers don’t care if it’s a sales, service, or marketing interaction. They just want their needs to be met on their terms in a consistent way. — Forrester CompanyCustomer Outbound Marketing Social Media Customer Services
  • 5. Example of a sign of this change Millennials and Gen Y leading the Age of the Customer.
  • 6. Do you know who this girl is?
  • 7. Her name is Zoe Suggs aka Zoella A vlogger showing her love for hair and makeup in her youTube videos. Her vlog has 6.6M subscribers and over 300M video views. She has a beauty range with Superdrug and record-breaking book called girl online. Some YouTube vlogeers are more famous and earn as much as Hollywood/Music Stars!
  • 8. Millennials enjoy an intimate and authentic experience with YouTube celebrities, who aren’t subject to image strategies carefully orchestrated by PR pros. — Survey by Jeetendr Sehdev, marketing professor at USC
  • 9. However working with needs is hard With traditional UCD methods is difficult to determine: ○ Correlation between impact and need ○ Complexity of forecasting needs value to allow us identifying those worth solving ○ Need satisfaction KPIs/metrics ○ Core behaviours/fears that prevent customers from fulfilling needs
  • 10. JTBD change perspective, making it easier to work with customers motivations and needs
  • 11. Customers don’t want a quarter-inch drill bit, they want a quarter-inch hole . — Leo McGinneva
  • 12. JTBD is about figuring out why customers choose a product over another HiredFired JTBD People don’t care about solutions they care about how solutions satisfy their JTBD. They will switch when they find a solution that satisfy the JTBD better.
  • 13. Solutions are hired and fired. The JTBD remains the same Listen to music on the go
  • 14. Don’t define solutions before fully understanding the JTBD
  • 15. JTBD Framework Steps (from Anthony W. Ulwick) 1 32 4 5 Define the customer Uncover customer needs Define the Jobs To Be Done Define competitors and measure the level of satisfaction for the JTBD Find segments of opportunity 6 Define the value proposition 7 Formulate the strategy
  • 16. Solution Define the JTBD ecosystem and uncover customer needs Desired Outcome Emotional JTBDs Pains Gains Core JTBD Social JTBDs Functional JTBDs Contextual JTBDs
  • 17. Write the job statement VERB NOUN - VERB OBJECT CONTEXTUAL CLARIFIER Feel trendy when going out
  • 18. Write the desired outcome statement MEASURE Increase DIRECTION OF IMPROVEMENT her confidence OBJECT OF CONTROL CONTEXTUAL CLARIFIER about looking trendy when going out NEED
  • 19. JTBD explains why Zoella’s vlog is so popular Increase her confidence about looking trendy when going out Emotional JTBDs Pains Gains Core JTBD Social JTBDs Functional JTBDs Contextual JTBDs ○ Genuine ○ Trustworthiness ○ Relating to ○ Impress friends/boyfriend with new hair styles Zoella’s personality ○ Upbeat ○ Charisma ○ Looks ○ Millennials don’t respond to traditional marketing ○ See authentic, ordinary content ○ Annoy/baffle their parents Feel trendy when going out
  • 20. Define and measure the forces of progression and regression PullHabit Internal pains Outside world motivator to change External pains Inner motivators to change Idea of a better life Idea of how life will improve after the change Solution preference Triggers to search for a different solution Choice Doubts on how a product can deliver progress Use Frustrations when using the solution Choice Blockers of decision making Use Existing habits that prevent retention Anxiety Push What keeps customers from firing their current solution provider What drives customers to find and hire a solution provider
  • 21. Define the main competitors and measure the level of satisfaction for the JTBD Look beyond products of the same type - competition is whatever customers currently use or are thinking to use for a JTBD. To understand the competition landscape: ○ Start with similar or related products ○ But also consider people’s workarounds - self-made solutions, combinations of other solutions, etc And to assess competition, learn how customers define the progress criteria used to assess a solution’s success and failure.
  • 22. Example of different competition In the US elections, competition for voters views was not between main media, but social media, blogging and fake news.
  • 23. 5. Find segments of opportunity OVERSERVED CUSTOMERS WELL-SERVED CUSTOMERS UNDER-SERVED CUSTOMERS You will end up with a great amount of JTBD. Now we need to understand which one offer the best opportunities. For that, identify how satisfied customers are with the way that existing solutions solve the different JTBD and classify customers into the following buckets:
  • 24. 6. Define the value proposition Functional JTBDs Pull forces Push forces Anxiety Your solution GAINS PAINS CUSTOMER JOBS GAINS CREATORS PAINS RELIEVERS PRODUCTS & SERVICES Generate pull Change habits Overcome pains (push) Reduce anxiety
  • 25. 7. Define the strategy for your solution to a JTBD Get the job done BETTER MORE EXPENSIVE Get the job done BETTER CHEAPER Get the job done WORSE MORE EXPENSIVE Get the job done WORSE CHEAPER Get the job done SLIGHTLY BETTER SLIGHTLY CHEAPER KEEP Existing customers WIN UNDER-SERVED CUSTOMERS WIN ALL TYPES OF CUSTOMERS WIN CUSTOMERS WITH LIMITED OPTIONS WIN OVER-SERVED CUSTOMERS Differentiated Strategy Dominant Strategy Discrete Strategy Disruptive Strategy Sustaining Strategy
  • 26. Where do you want to be? Our experience suggest that companies can win with a dominant strategy if they introduce a product or service that gets the job done (addresses the customer’s unmet desired outcomes) at least 20% better or 20% cheaply. — Antony W. Ulwick “
  • 27. Understand the strengths and weaknesses of your solution With all these information it is much easier to define the Unique Value Proposition of your product. It’s also more clear if you have or not an Unfair Advantage over your current and upcoming competitors.
  • 28. Some final considerations if you are thinking to apply JTBD
  • 29. Airbnb didn’t innovate because of this … All of these support adjacent emotional/social/functional JTBD and the anxieties. ○ Professional-made pictures of the property ○ Reviews guest and host ○ Comms between guest and host under Airbnb watch ○ Ideas of what to do The website/technology are just the face of a set of well orchestrated services
  • 30. It was to find a different way to solve the main JTBD and change habits Staying in a hotel, BnB, Inn, it’s comfortable but … Securing temporary housing in a city I’m visiting Staying in a real home. Experience local life.
  • 31. With JTBD UX can really be the third partner in the 3 Amigos model TechBusiness UX TechBusiness UX JTBD 2 Amigos 3 Amigos ○ Quantifying needs and pains ○ Defining KPIs to measure it ○ Forecasting impact to product success/failure JTBD
  • 32. The man who grasps principles can successfully select his own methods. The man who tries methods, ignoring principles, is sure to have trouble. — Harrington Emerson
  • 33. Innovation is hard, there’s no recipe for success Moving from following methods To fully understand the principles and master the practice of JTBD Picture Attribution Picture Attribution
  • 35. JTBD books written by experienced practitioners
  • 36. UX London - JTBD talks and workshops Steph Troeth Head of research at Clearleft @sniffles Workshop: How to listen for JTBD. Experienced JTBD interviewer practitioner. Jim Kalbach Head of Customer at Mural @JimKalbach Workshop: JTBD: a way of seeing. Sian Townsend Director of research at intercom @intercom_uxr
  • 37. You can find me @tea_monster Picture attribution If I had an hour to solve a problem I’d spend 55 minutes thinking about the problem and 5 minutes thinking about solutions. — Albert Einstein