jOBS TO BE DONE TRAINING
Aligning a product organization to speak the same language when talking to each other about user goals and product design work to be done.
PROJECT OVERVIEW
My Role: Lead Designer, Instructional Designer, Facilitator
Deliver Methods:
Hybrid in-person/remote training
Audience:
150+ product managers, designers & project managers
Timeline: 2 months
The Challenge: Aligning Product Management, User Experience, and other departments around customer jobs and how best to get them done using an outcome-driven innovation framework. Using a variety of books and web resources, research was conducted on how JTBD impacts product design and development throughout enterprise software organizations.
The Outcome: Delivered and facilitated company-wide framework training for over 150 members of the Product Management organization—including UX, CX, and Product teams—establishing a shared foundation for aligning new product development around the Jobs to Be Done framework.
The training drove widespread adoption, with 80% of product teams integrating the framework into their process by the end of my tenure.
To ensure long-term impact, we introduced ongoing support through office hours, reference materials, and clear expectations for applying user goal and job analysis across all initiatives.
JOBS TO BE DONE TRAINING
IDEATION & EXPLORATION
EXPLORING SOLUTIONS
The solution centered on creating a comprehensive JTBD framework that could be understood and applied across departments. The framework focused on helping teams understand what users are truly using products for, beyond surface-level features.
What is JTBD? The training covered five key principles:
Methodology used to understand the customers we serve
Focuses on the goals people want to accomplish
Used by product teams before design or development begins
The focus of generative research for new market opportunities
Customer-first mentality
JTBD Framework Components: The training broke down jobs into several categories with practical examples:
Main Job: The JTBD statement that has been defined (Ex: Secure Entryways)
Process: The user flow/task flow, expanding on the process to complete the job
Related Jobs: Intertwined jobs, social, and emotional jobs
Circumstances: External conditions to consider when designing
Needs: The job performer's requirements to get a job done
Job Performer: The user, the person getting the job done
EXPLORING SOLUTIONS
The solution centered on creating a comprehensive JTBD framework that could be understood and applied across departments. The framework focused on helping teams understand what users are truly using products for, beyond surface-level features.
What is JTBD? The training covered five key principles:
Methodology used to understand the customers we serve
Focuses on the goals people want to accomplish
Used by product teams before design or development begins
The focus of generative research for new market opportunities
Customer-first mentality
JTBD Framework Components: The training broke down jobs into several categories with practical examples:
Main Job: The JTBD statement that has been defined (Ex: Secure Entryways)
Process: The user flow/task flow, expanding on the process to complete the job
Related Jobs: Intertwined jobs, social, and emotional jobs
Circumstances: External conditions to consider when designing
Needs: The job performer's requirements to get a job done
Job Performer: The user, the person getting the job done
Jobs to Be Done Training
COURSE CONTENT
APPLYING JOBS TO BE DONE
The training included practical deliverables and exercises to help teams apply JTBD methodology:
Examples of JTBD Deliverables: Created examples that teams could use to understand what users are truly using products for, showing how to map out:
Main jobs across different user scenarios (Plan, Prepare, Browse, Collaborate, Decide, Consolidate, Share, Conclude)
Process steps and related jobs
Circumstances and needs for each job type
Creating JTBD Statements: Developed exercises teaching teams how to create proper JTBD statements using the Action + Object + Context framework:
Examples: "Remove 'snow' from the driveway"
Examples: "Plan 'long-term' financial wellbeing"
Detailed Job Mapping: Showed how to break down jobs with full context including:
Main job identification
Related jobs
Process steps (scan and capture invoices, receive invoices, capture invoice details, etc.)
Needs (minimize time, increase ability to approve invoices, etc.)
Circumstances (on-the-go, when budgets are tight, when vendors are waiting on payment)
Jobs to Be Done Training
FINAL PRODUCT
The final training provided a complete framework for the entire product management department to understand and apply Jobs to be Done methodology. The training included theoretical foundations, practical examples, and hands-on exercises to ensure teams could immediately apply the framework to their work.
Teams received a book, the slides from the workshop, and office hours after the training was completed.
Note: Full training available to view upon request:
