All Methods
Research

Jobs to Be Done

Research TrackScope UnknownMid Stage

What it is

A framework that describes needs as the progress a person wants in a situation, independent of any solution, paired with interviews that reconstruct the circumstances behind a choice to adopt or switch. It frames findings; it is not a study design.

Why use it

Describing needs as jobs separates the problem from today's solution, opens the team to alternatives, and gives findings a consistent unit for comparison.

Use this when

  • The team is anchored on a solution and needs a solution-independent view
  • You want to know why people adopt, switch, or abandon a product or workaround
  • Findings are a list of requests to organize by underlying goal
  • Alternatives include non-products, such as manual processes

You may not need this when

  • The need is already well understood and agreed
  • The scope refines an existing interaction rather than deciding what to build
  • You cannot reach people who recently made the choice

Dependencies — what you need

  • People who recently made, or considered, the choice
  • Skill in reconstructing circumstances and alternatives
  • A consistent job-statement format
All dependencies by type

People involved

  • Design
  • Research
  • Product

Typical outputs

  • Job statements: situation, motivation, desired outcome
  • Alternatives used today, including non-products
  • Triggers and obstacles to adopting or switching
  • Possibly underserved jobs, with evidence, as candidate opportunities

Template

Jobs to Be Done template

A fill-in structure for running this method: what to prepare, what to do, what to record, and how to read the result.

Preview

How AI can help

AI as augmentation — not replacement

  • Draft interview questions about the circumstances behind a decision
  • Suggest job statements from notes, for the team to test against quotes
  • Flag statements that describe a solution, not a need
  • Group related jobs across interviews with their evidence

AI prompt

A prompt for any AI assistant. It works only from material you paste in, keeps assumptions apart from findings, and leaves the decisions to you.

Preview

What might come next