DiscoveryIntermediate16 min read

Jobs to Be Done (JTBD) Framework: The Complete Guide for Product Teams

Master the Jobs to Be Done framework with interview techniques, job statement formulas, and real examples to build products people actually want.

Best for: Product teams focused on understanding customer motivations and building solutions that address real needs
By Tim Adair• Published 2026-02-08

Quick Answer (TL;DR)

Jobs to Be Done (JTBD) is a framework that shifts focus from what your product does to what your customer is trying to accomplish. Instead of asking "What features do users want?" you ask "What job is the user hiring our product to do?" Pioneered by Clayton Christensen at Harvard Business School, JTBD reveals the underlying motivations behind customer behavior. A "job" is defined as the progress a person is trying to make in a particular circumstance. When you understand the job, you can build solutions that customers genuinely need -- not just features they say they want.


What Is the Jobs to Be Done Framework?

The Jobs to Be Done framework is a theory of customer behavior rooted in a simple idea: people don't buy products -- they hire products to make progress in their lives. A customer doesn't buy a drill because they want a drill. They don't even buy it because they want a hole. They buy it because they want to hang a shelf, which makes their home more organized, which makes them feel in control.

The theory was developed primarily by Clayton Christensen (The Innovator's Dilemma, Competing Against Luck) and further refined by practitioners like Tony Ulwick (Outcome-Driven Innovation), Bob Moesta (The Jobs to Be Done Playbook), and Alan Klement (When Coffee and Kale Compete).

There are two primary schools of JTBD thinking:

  • Jobs-as-Progress (Christensen/Moesta): Focuses on the broader life situation and the emotional and social dimensions of the job. Emphasizes switch interviews and the forces of progress.
  • Jobs-as-Activities (Ulwick): Focuses on breaking jobs into discrete steps and measuring satisfaction with each step. Emphasizes Outcome-Driven Innovation (ODI).
  • Both approaches are valuable and can be used together. This guide covers both.

    The Core Concepts of JTBD

    Jobs Are Stable, Solutions Change

    The job of "getting from point A to point B quickly" has existed for centuries. The solutions have evolved from horses to trains to cars to rideshares. When you anchor your product strategy to the job rather than the current solution, you become resilient to technological shifts.

    Spotify understood this. The job wasn't "buy music" or "download MP3s." The job was "listen to the music I want, when I want, with minimal effort." By focusing on the job, Spotify leapfrogged iTunes rather than trying to be a better music store.

    Functional, Emotional, and Social Dimensions

    Every job has three dimensions:

  • Functional: The practical task the customer is trying to accomplish. "I need to get this report to my team by 3pm."
  • Emotional: How the customer wants to feel (or avoid feeling). "I want to feel confident that this report is accurate."
  • Social: How the customer wants to be perceived by others. "I want my team to see me as organized and reliable."
  • Products that address all three dimensions create significantly stronger customer loyalty than those that only address the functional job. Slack succeeded not just because it made team communication faster (functional) but because it reduced email anxiety (emotional) and made teams feel connected and modern (social).

    The Forces of Progress

    When a customer switches from one solution to another, four forces are at play:

    Forces pushing toward a new solution:

  • Push of the current situation: Frustration or pain with the existing solution. "I'm drowning in email and can't find anything."
  • Pull of the new solution: Attraction to the benefits of a new approach. "Slack's channels would organize my team's communication."
  • Forces pushing against switching:

  • Anxiety of the new solution: Fear of the unknown. "What if my team doesn't adopt it? What if we lose important messages?"
  • Habit of the current situation: Inertia and comfort with the status quo. "We've always used email. Everyone knows how it works."
  • For a customer to switch, the combined push and pull forces must overcome the combined anxiety and habit forces. Understanding these forces helps you design your product, messaging, and onboarding to tip the balance.

    How to Write Job Statements

    A well-formed job statement follows a specific structure that keeps the focus on the customer's desired outcome, not your solution.

    The Basic Job Statement Formula

    When [situation], I want to [motivation], so I can [expected outcome].

    Examples:

    Job StatementProduct That Might Serve It
    When I'm commuting to work, I want to learn something new, so I can feel productive during downtime.Audible, podcasts, Blinkist
    When I'm managing a distributed team, I want to see what everyone is working on, so I can unblock them quickly.Asana, Monday.com, IdeaPlan
    When I'm preparing a board presentation, I want to show our product strategy visually, so I can get alignment on priorities.IdeaPlan, Miro, PowerPoint
    When I'm onboarding a new team member, I want to share our processes and context, so I can get them contributing faster.Notion, Confluence, Loom

    Ulwick's Outcome-Driven Job Statement

    Tony Ulwick's approach breaks jobs into more granular steps and measures desired outcomes:

    [Direction of improvement] + [unit of measure] + [object of control] + [contextual clarifier]

    Examples:

  • Minimize the time it takes to identify which tasks are blocked
  • Minimize the likelihood of missing a critical deadline
  • Increase the accuracy of effort estimates for new features
  • This format is particularly useful for quantitative research -- you can survey users on how important each outcome is and how satisfied they are with current solutions, revealing underserved needs.

    JTBD Interview Techniques

    The Switch Interview (Moesta Method)

    The switch interview is the most powerful JTBD research technique. You interview customers who have recently switched to (or away from) your product and reconstruct their decision timeline.

    Structure of a switch interview:

    1. First Thought (10 minutes)

  • "When did you first start thinking about finding a new solution?"
  • "What was happening in your work/life at that time?"
  • "Was there a specific moment or event that triggered the search?"
  • 2. Passive Looking (10 minutes)

  • "What did you do after that first thought?"
  • "Did you ask anyone for recommendations?"
  • "What solutions did you look at?"
  • 3. Active Looking (10 minutes)

  • "When did you get serious about finding a solution?"
  • "What was different about this moment vs. the first thought?"
  • "What criteria were you using to evaluate options?"
  • 4. Decision and Purchase (10 minutes)

  • "What made you choose [product]?"
  • "Was there a moment of hesitation? What almost stopped you?"
  • "Who else was involved in the decision?"
  • 5. Ongoing Use (10 minutes)

  • "Did the product deliver on what you expected?"
  • "What surprised you after you started using it?"
  • "Have you thought about switching again?"
  • Interview Best Practices

    Ask about past behavior, not future intentions. "Tell me about the last time you tried to prioritize your backlog" is far more valuable than "Would you use a prioritization tool?"

    Follow the energy. When a participant's voice changes, they speed up, they lean forward, or they use emotional language -- that's where the real insight is. Probe deeper: "You mentioned that was really frustrating. Tell me more about that."

    Get specific. Push past generalizations. When someone says "I just needed something easier," ask "Can you think of a specific moment when the old tool felt hard? Walk me through exactly what happened."

    Don't pitch. The moment you start describing your product's features, the interview becomes a sales call. You're here to learn, not to sell.

    Interview 10-12 people. You'll start seeing patterns by interview 5-6. By 10-12, you'll have a solid understanding of the 2-3 primary jobs your product is being hired for.

    Real-World JTBD Examples

    Airbnb's Job Discovery

    When Airbnb analyzed why people used their platform, they discovered multiple jobs:

  • Travelers: "When I'm visiting a new city, I want to experience it like a local, so I can have authentic, memorable experiences" (not just "find cheap accommodation")
  • Hosts: "When I have unused space in my home, I want to earn extra income with minimal hassle, so I can afford my lifestyle"
  • This insight led Airbnb to invest in "Experiences" (local activities) -- because the job wasn't about lodging, it was about authentic travel.

    Slack's Job Understanding

    Slack's founding insight was that the job wasn't "send messages to coworkers" (email already did that). The job was:

  • Functional: "When I'm working on a project with my team, I want to keep all relevant communication in one place, so I can find decisions and context without searching through email threads."
  • Emotional: "I want to feel connected to my team without the anxiety of inbox overload."
  • Social: "I want our team to feel modern and collaborative."
  • This multi-dimensional job understanding informed everything from Slack's channel structure to its playful tone to its emoji reactions.

    Intercom's Job Mapping

    Intercom explicitly uses JTBD to drive product strategy. They discovered that their customers had distinct jobs:

  • "Help me talk to website visitors before they leave"
  • "Help me onboard new users so they reach their aha moment"
  • "Help me support existing customers efficiently"
  • Rather than building one monolithic product, they created separate product modules for each job -- Acquire, Engage, and Support -- each designed around a specific job to be done.

    Building a JTBD Job Map

    A job map breaks a main job into sequential steps. This is particularly useful for finding innovation opportunities.

    The 8-Step Universal Job Map (Ulwick)

  • Define -- Determine what needs to be accomplished and plan the approach
  • Locate -- Gather the inputs and information needed to do the job
  • Prepare -- Set up the environment and organize the inputs
  • Confirm -- Verify that everything is ready before executing
  • Execute -- Carry out the core task
  • Monitor -- Track whether the job is being done successfully
  • Modify -- Make adjustments if something goes wrong
  • Conclude -- Finish the job and clean up
  • Example: The Job of "Managing a Product Roadmap"

    StepActivityUnderserved Need
    DefineDetermine strategic themes and timeframesMinimize time to align leadership on roadmap scope
    LocateGather feature requests, research, and dataMinimize effort to consolidate inputs from multiple sources
    PrepareOrganize initiatives into categories and timelinesMinimize time to structure initiatives into a coherent plan
    ConfirmValidate priorities with stakeholdersMinimize the number of revision cycles before approval
    ExecuteBuild and share the roadmapMinimize time to create a professional, shareable roadmap
    MonitorTrack progress against the planMinimize time to identify items that are off-track
    ModifyAdjust the roadmap when priorities changeMinimize disruption when re-prioritizing mid-quarter
    ConcludeReport on outcomes and learningsMinimize effort to measure roadmap delivery performance

    Each underserved need in the right column is a potential feature or product opportunity.

    Outcome-Driven Innovation (ODI)

    Tony Ulwick's Outcome-Driven Innovation process uses JTBD as the foundation for a quantitative innovation methodology:

    Step 1: Define the Job

    Identify the core functional job the customer is trying to accomplish.

    Step 2: Map the Job Steps

    Break the job into 8-15 steps using the universal job map.

    Step 3: Identify Desired Outcomes

    For each step, identify 5-15 desired outcomes using the format: [Direction] + [measure] + [object of control].

    Step 4: Survey Customers

    For each outcome, ask two questions:

  • "How important is this outcome to you?" (1-5 scale)
  • "How satisfied are you with current solutions for this outcome?" (1-5 scale)
  • Step 5: Calculate Opportunity Score

    Opportunity Score = Importance + max(Importance - Satisfaction, 0)

    Scores above 10 indicate underserved needs (high importance, low satisfaction) -- these are your best innovation opportunities.

    Scores below 6 indicate overserved needs -- you can potentially simplify or remove features addressing these needs.

    Common Mistakes and Pitfalls

    1. Defining Jobs Too Broadly

    "Get work done" is not a job -- it's a life purpose. Jobs should be specific enough to be actionable but broad enough to be solution-agnostic. "Manage my team's workload so projects ship on time" is a good level of specificity.

    2. Confusing Jobs with Solutions

    "I need a Gantt chart" is not a job. The job might be "When I'm planning a multi-team project, I want to visualize dependencies between workstreams, so I can identify scheduling conflicts early." A Gantt chart is one possible solution to that job.

    3. Ignoring Emotional and Social Jobs

    Teams that focus only on functional jobs miss the full picture. Trello succeeded partly because the satisfaction of dragging a card to "Done" (emotional job: feel accomplishment) was as powerful as the organizational utility.

    4. Interviewing the Wrong People

    For switch interviews, you must talk to people who have recently made a switch -- either to your product or away from it. Interviewing long-time, satisfied customers won't reveal the forces of progress that drive switching behavior.

    5. Treating JTBD as a One-Time Exercise

    Jobs evolve as circumstances change. Remote work created new jobs that didn't exist before 2020. Revisit your job definitions quarterly and validate that they still reflect reality.

    6. Not Connecting Jobs to Product Decisions

    JTBD insights are only valuable if they inform decisions. After your interviews, create a clear mapping: Job --> Underserved needs --> Specific feature opportunities --> Prioritized backlog items.

    JTBD vs. Other Discovery Frameworks

    FactorJTBDDesign ThinkingLean StartupUser Personas
    FocusCustomer motivationsUser experienceBusiness model validationUser archetypes
    Key questionWhat job is the customer hiring for?How might we solve this?Will customers pay?Who are our users?
    MethodologySwitch interviews, job mappingEmpathize, define, ideate, prototype, testBuild, measure, learnResearch, segmentation
    Best forFinding innovation opportunitiesDesigning solutionsValidating ideas quicklyAligning team on users
    Complementary toAll of theseJTBD for the "why"JTBD for hypothesis generationJTBD for deeper motivation

    Best Practices for JTBD Implementation

    Start with Switch Interviews

    If you're new to JTBD, start with 8-10 switch interviews. They're the fastest path to understanding your customers' jobs. Interview recent customers (signed up in the last 30-90 days) and recent churns.

    Create a Job Atlas

    Document all the jobs your product serves in a "Job Atlas" -- a living document that maps each job to its functional, emotional, and social dimensions, the current solutions customers use, and the underserved needs you've identified.

    Use Jobs to Evaluate Feature Requests

    When a customer or stakeholder requests a feature, translate it into a job: "What job would this feature help the customer accomplish?" If you can't articulate the job, the feature request might be a solution looking for a problem.

    Map Competitors by Job, Not by Feature

    Instead of comparing feature lists with competitors, compare how well each product serves each job. You might discover that your real competitor isn't the product that looks like yours -- it's the spreadsheet, the whiteboard, or the email thread that customers are currently using to get the job done.

    Integrate JTBD with Your Roadmap

    Structure your roadmap around jobs, not features. Instead of "Q2: Build reporting dashboard," frame it as "Q2: Help managers monitor team progress without manual check-ins." This keeps the team focused on outcomes and allows for creative solutions.

    Combine with Opportunity Solution Trees

    JTBD pairs powerfully with Teresa Torres' Opportunity Solution Tree. Use JTBD to identify the jobs and underserved needs (opportunities), then use the OST to brainstorm and test solutions for each opportunity.

    Getting Started with JTBD

  • Identify 8-12 recent customers who switched to your product (or recently churned)
  • Conduct switch interviews using the timeline technique: first thought, passive looking, active looking, decision, use
  • Synthesize findings into 2-4 primary jobs your product is hired for
  • Write formal job statements using the "When... I want to... so I can..." format
  • Map each job using the 8-step universal job map
  • Identify underserved needs where importance is high but satisfaction is low
  • Connect underserved needs to product opportunities and prioritize using RICE or weighted scoring
  • JTBD fundamentally changes how you think about your product. Instead of asking "What features should we build?" you start asking "What progress are our customers trying to make?" That shift in perspective is the foundation of products people love.

    Frequently Asked Questions

    What is the Jobs to Be Done framework?+
    Jobs to Be Done (JTBD) is a theory that customers don't buy products — they 'hire' them to accomplish a specific job in their life. By understanding the functional, emotional, and social jobs customers need done, product teams can build solutions that address real motivations rather than surface-level feature requests.
    How do you write a JTBD job statement?+
    Use the formula: 'When [situation], I want to [motivation], so I can [expected outcome].' For example: 'When I'm planning my week, I want to see which tasks are most impactful, so I can focus my limited time on what moves the needle.'
    What is the difference between JTBD and user stories?+
    User stories describe what a user wants from the system ('As a user, I want X so that Y'). JTBD focuses on the underlying job independent of any solution. A single job might require multiple user stories, and JTBD helps you discover which stories matter most by understanding the core motivation.
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