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The Jobs To Be Done Framework

Customers don't simply buy products or services; they pull them into their lives to make progress.

The Jobs To Be Done Framework reframes innovation around the 'job' a customer is trying to accomplish, not their demographics or product features. Developed by Harvard Business School professor Clayton Christensen and codified in 'Competing Against Luck' (2016), it provides a prescriptive workflow — from identifying the struggling moment to writing job statements, mapping job steps, and diagnosing switching behavior — that turns customer insight into actionable innovation strategy.

By Clayton Christensen · Free
Specimen 01 · Live diagnosisThe Jobs To Be Done Framework
Input

“We make a project management tool for small agencies. People sign up when they're getting overwhelmed with client work — too many projects, too many…”

Diagnosis
Let's find the job your customers are actually hiring you to do.
Full transcript ↓
Calibrated referenceagent-skills.ai
The gap

Your customers aren't buying your product — they're hiring it to make progress

JTBD centers on a single reframe: the 'job' — not the customer segment or product feature — is the correct unit of analysis for innovation. A job is the progress a customer is trying to make in a specific circumstance. The workflow begins with identifying the Struggling Moment (the circumstance that triggers a search for a solution), then producing a canonical Job Statement in the format: 'When [situation], I want to [motivation], so I can [outcome].' Every job is then analyzed across three dimensions: functional (what needs to be accomplished), emotional (how the customer wants to feel), and social (how they want to be perceived). The Four Forces of Progress diagram maps why customers switch solutions — push from the existing situation, pull toward a new solution, anxiety about changing, and habits holding them in place. Finally, a Job Map breaks the job into sequential steps (Define, Locate, Prepare, Confirm, Execute, Monitor, Modify, Conclude) to identify exactly where friction and innovation opportunities live.

The problem

Most product teams optimize around customer demographics and feature lists — but demographics don't explain why someone buys, and feature comparisons don't explain why they switch. The result is innovation theater: teams build what customers say they want, not what they actually hire. JTBD reveals the real unit of analysis — the job the customer is trying to get done in a specific, triggering circumstance — so teams can stop guessing and start building solutions that get hired.

The solution

Identify the exact job your customers are hiring your product to do — and diagnose whether you're fulfilling it better than the workarounds, non-consumption, and competitors they're currently settling for.

You bring
  • A product, feature, or business idea you want to validate or improve
  • A specific customer situation or struggling moment you've observed
  • Knowledge of your current customers' behavior — even rough or anecdotal
  • An open question about why customers are or aren't switching to your solution
You get
  • A written Job Statement in the canonical When / I want to / So I can format
  • A Three-Dimensional breakdown separating the functional, emotional, and social job layers
  • A Four Forces diagram showing what pushes customers to switch and what holds them back
  • A Job Map annotated with friction points and ranked innovation opportunities
In action

Watch the methodology work.

Three specimens from a single real session: the same situation, before and after, the full transcript, and the skill answering live in the channel where the work happens.

Fig.01The same situation, two ways
Specimens A · B
Specimen ABefore
Without the skill

Your product team just shipped three features customers requested in surveys. Activation is flat. Your NPS sits at 31. Marketing is running 'project management for agencies' campaigns with messaging identical to five competitors. You've done focus groups and keep hearing 'it's fine, just not sticky.' No one on the team can articulate why customers who sign up don't come back — or what they're hiring instead.

×The situation as it arrives — before the methodology is applied.
Specimen BAfter
With The Jobs To Be Done Framework

You've written a Job Statement: 'When I'm managing 4+ active clients and deadlines are compressing, I want to see every commitment in one place, so I can give clients confident status updates without calling an all-hands.' You know the functional, emotional, and social dimensions. The Four Forces analysis revealed that migration anxiety — not feature gaps — is your real conversion blocker. Your job map shows the 'Confirm' step (verifying ownership before a client call) is where your product wins or loses the hire. Your next sprint has a testable hypothesis, not just a backlog.

The same situation once the methodology holds.
Fig.02A real session, unedited
In-app · assistant
The Jobs To Be Done FrameworkClaude
The Jobs To Be Done Framework
Let's find the job your customers are actually hiring you to do. Start here: describe the moment when someone realizes they need what you offer. Not who they are — what's happening in their life right before they start looking?
We make a project management tool for small agencies. People sign up when they're getting overwhelmed with client work — too many projects, too many people, stuff falling through the cracks.
Good — that's the struggling moment. Now let's write the Job Statement. The canonical format is: 'When [situation], I want to [motivation], so I can [outcome].'
Based on what you described, here's a first draft:
'When I'm managing multiple client projects simultaneously and commitments are starting to slip, I want a single place where every deadline, deliverable, and owner is visible, so I can confidently give clients accurate status updates without having to chase my team.'
Two things to notice: (1) I wrote it around a situation, not a persona — that's intentional. (2) The outcome is client-facing confidence, not 'better organization.' The job isn't about tidiness; it's about not looking unprepared in front of a client. Does that match what you hear from customers?
That's really close. But some customers seem less worried about clients and more worried about their own team — not knowing who's actually doing what internally.
That's a signal you may have two different jobs running through the same product. Let me map the three dimensions for each:
Job 1 — Client Credibility• Functional: Know the status of every deliverable before a client call• Emotional: Feel confident and prepared, not reactive• Social: Be perceived as a well-run agency, not a chaotic one
Job 2 — Team Visibility• Functional: Know who owns what without asking• Emotional: Feel in control without micromanaging• Social: Be perceived as an organized leader by your own team
These are genuinely different jobs. A product can serve both — but if your onboarding or messaging conflates them, customers may feel you don't fully understand their specific situation. Which job does your homepage speak to right now?
Honestly, we just say 'get organized' which is pretty generic. We don't really pick a lane.
That's one of the most common JTBD findings — and it often explains why conversion is decent but activation is soft. Let's run a Four Forces diagnosis on the client-credibility job, since it seems like the sharper one.
Push (why they'd fire their current setup): Spreadsheets break under scale; Slack threads lose decisions; clients ask questions they can't answer.Pull (why they'd hire you): One view of every project, ready to share — not assembled under pressure five minutes before a call.Anxiety (what holds them back): 'We'll have to migrate everything. My team won't actually update it. This becomes another tool no one uses.'Habit (the gravitational pull): They already have a Slack rhythm and a spreadsheet muscle memory that's hard to break.
The anxiety and habit forces are where most project management tools lose the deal. What does your onboarding do to address the migration fear specifically?
We just show them a blank workspace and some templates. I never thought about it as needing to address a fear.
That's the insight JTBD almost always surfaces: the functional solution — clean UI, templates — doesn't address the emotional and social forces acting on the switch. A blank workspace activates migration anxiety and habit-breaking cost simultaneously, right at the moment of highest intent.
Consider: what if onboarding started by asking 'What are your three most active client projects right now?' and immediately built a pre-populated status view? You're not 'organizing' them in the abstract — you're handing them confidence for their next client call. That's a different hire. That's a product that's doing the job.
Reply to The Jobs To Be Done Framework
What the skill is doing
01Job Statement Crafting
02Three-Dimensional Job Analysis
03Four Forces of Progress Diagnosis
Fig.03The same skill, in the channel you already use
WhatsApp · live
9:41
TJThe Jobs To Be Done Frameworktyping…
Messages are end-to-end encrypted. No one outside of this chat can read them.
Today
We make a project management tool for small agencies. People sign up when they're getting overwhelmed with client work — too many projects, too many p…9:14✓✓
Let's find the job your customers are actually hiring you to do.9:14
Start here: describe the moment when someone realizes they need what you offer.9:15
Not who they are — what's happening in their life right before they start looking?9:15
Message

The same skill, where the work happens.

No new app to learn. The methodology runs over the WhatsApp Business API, so the answer lands as a reply in the thread you’re already in — same rigour, zero context-switch.

Reads the situation, names the pattern, returns one concrete next move.
Delivered in seconds, inside a conversation that already exists.
Specimen · WhatsApp Business API · live
Capabilities

What it does, specifically.

Each capability is a distinct move drawn straight from the source methodology — not a generic assistant guessing.

CapabilityC-01

Job Statement Crafting

Transforms a vague customer problem into a precisely structured Job Statement using Christensen's canonical format: 'When [situation/circumstance], I want to [motivation], so I can [expected outcome].' This creates a testable, iterable artifact that keeps teams focused on progress-making rather than feature delivery.

Based on Christensen's core doctrine in 'Competing Against Luck' that the job statement must be written at the right level of abstraction — specific enough to guide design, broad enough not to prescribe the solution prematurely.
CapabilityC-02

Three-Dimensional Job Analysis

Breaks any job into its three essential layers: functional (what the customer needs to accomplish), emotional (how they want to feel during and after), and social (how they want to be perceived by others). Missing any layer produces incomplete solutions that customers don't fully hire.

Drawn from Christensen's framework in 'Competing Against Luck,' which argues that most companies over-index on functional dimensions while systematically underestimating the emotional and social job components that drive the actual hiring decision.
CapabilityC-03

Four Forces of Progress Diagnosis

Maps the four forces acting on a customer's switching decision: the push of dissatisfaction with their current solution, the pull of attraction toward a new solution, anxiety about changing, and the gravitational pull of existing habits. Diagnosing all four forces reveals why customers with a real need still fail to act.

Based on the Forces of Progress diagram introduced in 'Competing Against Luck,' developed from Bob Moesta's research on the mechanics of customer switching behavior and the role of non-functional forces in purchase decisions.
CapabilityC-04

Job Map & Friction Identification

Decomposes the job into eight sequential phases — Define, Locate, Prepare, Confirm, Execute, Monitor, Modify, Conclude — and identifies exactly where customers experience friction, workarounds, or unmet needs at each step. Produces a ranked map of where innovation will have the highest leverage.

Adapted from Christensen's job mapping methodology, which positions each step as a place where the customer is trying to make progress and may currently be underserved — making job maps the bridge between customer insight and product roadmap prioritization.
CapabilityC-05

Competing Hires Audit

Catalogs every solution a customer currently 'hires' to do the job — including direct competitors, indirect substitutes, makeshift workarounds, and non-consumption. Reframes competitive analysis entirely by asking not 'who else makes this product?' but 'what else gets hired for this job?'

Based on Christensen's insight that the biggest competitor is often non-consumption or a workaround, not a rival product — illustrated by the famous milkshake study, where the real competition for morning milkshakes was bagels, bananas, and the boredom of a long commute.
Tested

Graded before it shipped.

Every skill is scored against independent scenarios for methodology fidelity before it goes live — not vibes, a rubric.

What it produces
OutputD-01

Job Statement

A precisely written statement in the canonical format: 'When [situation], I want to [motivation], so I can [outcome].' Serves as the foundational artifact — the testable hypothesis that anchors all downstream product and marketing decisions.

OutputD-02

Three-Dimensional Job Profile

A structured breakdown of a job's functional, emotional, and social dimensions. Surfaces the layers of the job that features alone never fulfill — and reveals where competitors are systematically underinvesting.

OutputD-03

Four Forces Diagram

A diagnostic mapping the push, pull, anxiety, and habits acting on a customer's switching decision. Identifies exactly why customers with a real unmet need still fail to change behavior — and what it would take to move them.

OutputD-04

Job Map with Friction Annotations

A step-by-step breakdown of the job from Define through Conclude, with each phase annotated for friction points, current workarounds, and innovation opportunity score. Turns qualitative customer research into a ranked product roadmap input.

The source

Grounded in the original work.

Every answer traces back to a real source and the practitioner who wrote it — not a secondhand summary. Here is the source of record.

Source authorA-01

Clayton Christensen

Clayton Christensen (1952–2020) was the Kim B. Clark Professor at Harvard Business School and one of the most influential business thinkers of his era. His 1997 book 'The Innovator's Dilemma' transformed how executives think about disruptive technology; The Economist named it one of the most important management books ever written. He developed the Jobs To Be Done Framework over two decades of HBS research and case studies, most fully codified in 'Competing Against Luck' (2016), co-authored with Taddy Hall, Karen Dillon, and David Duncan. The Christensen Institute, a nonprofit think tank, continues his research program.

Status · Inspired by Clayton Christensen’s work — not yet claimed. Are you Clayton Christensen?
Primary sourceS-01

Competing Against Luck: The Story of Innovation and Customer Choice (2016)

by Clayton Christensen

Kim B. Clark Professor, Harvard Business School; author of The Innovator's Dilemma (1997) and Competing Against Luck (2016); founder of the Christensen Institute.

Read the original ↗
Citationhbs.edu
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