Jobs to be Done Template Example (Updated 2024)

How to Write a Jobs To Be Done Document Using a Template
Jobs To Be Done (JTBD) Documents are a crucial tool for businesses to capture and organize key insights from customer interactions, meetings, and discussions. Jobs to be Done docs are born from a theory that customers "hire" businesses/tools to do a specific job based on pain points rather than buying products. These documents provide a concise and structured format for summarizing important points a client needs solved ensuring that all stakeholders are aligned and informed. In this blog post, we will outline the key elements to include in a JTBD Template, ensuring that you have a thorough and actionable understanding of your customers' needs and concerns.

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Jobs To Be Done Template

1. Job Description:
   • Clear and concise description of the jobs to be done
2. Customer Profile:
   • Detailed description of the customer, including demographics, psychographics, and behavioral patterns
3. Pain Points:
   • Description of the pain points or challenges faced by the customer
4. Functional and Emotional Jobs:
   • Description of the functional and emotional jobs that the customer is trying to accomplish
5. Key Takeaways:
   • Summary of the main points
6. Action Items:
   • Tasks or responsibilities assigned

Using the Jobs To Be Done Document

The Jobs To Be Done Document is a valuable tool for evaluating the effectiveness of a product or service, identifying areas of improvement, and optimizing processes. It is typically created after each customer interaction and updated regularly as new information becomes available. This document is essential for ensuring that all stakeholders are aligned and informed about the customer's needs and concerns. It is recommended to share the Jobs To Be Done Document with all stakeholders to ensure everyone is on the same page.

Example: Jobs To Be Done Document for a Fitness App

Jobs To Be Done Document

• Job Description:
  • Stay motivated and engaged in a fitness routine
• Customer Profile:
  • Sarah, a 32-year-old marketing professional, who is busy and struggles to find time for exercise
• Pain Points:
  • Lack of motivation, difficulty in tracking progress, and inconsistent workout routines
• Functional and Emotional Jobs:
  • Functional: Track progress, set goals, and receive personalized feedback
  • Emotional: Feel motivated, confident, and supported
• Key Takeaways:
  • Users need personalized workout plans, tracking features, and community support to stay motivated and engaged
• Action Items:
  • Develop personalized workout plans
  • Integrate tracking features
  • Create a community forum for user support

By following this template and using the example provided, you will be able to create comprehensive Jobs To Be Done Documents that provide valuable insights into your customers' needs and concerns. These documents will serve as a guide for developing effective marketing strategies, improving customer satisfaction, and driving business growth.