Define Jtbd Canvas

product-on-purpose/pm-skills/skills/define-jtbd-canvas

作者 product-on-purpose1cef1a9eae10017389863d51e289e0ae41e17fcbApache-2.0收錄於 2026年10月9日更新於 2026年10月9日

Creates a Jobs to be Done canvas capturing the functional, emotional, and social dimensions of a customer job. Use when deeply understanding customer motivations, designing for jobs, or reframing product positioning.

AI 產生的概覽

建立「待完成任務」畫布,涵蓋顧客任務的功能、情感與社會面向。

功能
引導建立「待完成任務」畫布,說明顧客為何「雇用」產品,涵蓋任務執行者、情境、任務陳述、功能任務、情感任務、社會任務、競品方案與雇用標準。產出為依內附範本填寫的完整畫布,並包含洞察、支持性引述與待研究問題。此技能僅提供指示,附有參考範本與範例檔案。
適用情境
適合在開發前深入研究顧客動機、圍繞顧客進展重新定位產品,或現有人物誌過於偏重人口統計特徵時使用。也適合分析顧客為何轉換的競品分析,以及讓團隊對顧客是誰達成共識。
執行需求
不需要指令碼或工具,代理只需使用內附的參考範本與範例檔案。通常需要顧客研究或訪談綜合結果作為輸入。
<!-- PM-Skills | https://github.com/product-on-purpose/pm-skills | Apache 2.0 -->

Jobs to be Done Canvas

A Jobs to be Done (JTBD) canvas captures the complete picture of why customers "hire" products to make progress in their lives. Based on Clayton Christensen's framework, JTBD goes beyond features and demographics to understand the underlying motivations.functional, emotional, and social.that drive customer behavior.

When to Use

  • When deeply researching customer motivations before building
  • To reframe product positioning around customer progress
  • When existing personas feel too surface-level or demographic
  • During competitive analysis to identify why customers switch
  • When designing marketing messages that resonate
  • To align team on who the customer really is and what they need

When NOT to Use

  • You need a person-shaped artifact (goals, behaviors, quotes) for design or marketing work -> use foundation-persona; the canvas captures the job, the persona captures the person
  • You have no customer research yet -> synthesize interviews first with discover-interview-synthesis; the canvas's insights must trace to research, not assumptions
  • You are framing one specific problem to solve now -> use define-problem-statement
  • You need to map opportunities to a measurable outcome for prioritization -> use define-opportunity-tree

Instructions

When asked to create a JTBD canvas, follow these steps:

  1. Identify the Job Performer Define who is doing this job. Go beyond demographics to capture the circumstance they're in. The same person can have different jobs in different situations.

  2. Articulate the Circumstance Describe when and where this job arises. Jobs are triggered by specific situations. Understanding context helps predict when customers will seek a solution.

  3. Write the Job Statement Use the format: "When [situation], I want to [motivation], so I can [desired outcome]." The job statement captures the core progress the customer seeks.

  4. Define the Functional Job What is the practical task the customer needs to accomplish? This is the tangible, measurable part of the job. Be specific about what "done" looks like.

  5. Capture the Emotional Job How does the customer want to feel during and after the job? Emotional jobs often drive decisions more than functional ones. Include both desired feelings and feelings to avoid.

  6. Identify the Social Job How does the customer want to be perceived by others? Social jobs relate to status, identity, and relationships. Not all jobs have strong social dimensions.

  7. Map Competing Solutions What are customers currently "hiring" to do this job? Include direct competitors, indirect alternatives, and non-consumption (doing nothing). Understanding current solutions reveals what to compete against.

  8. Define Hiring Criteria What makes customers choose one solution over another? What are the "must haves" vs. "nice to haves"? This informs positioning and prioritization.

Output Format

Use the template in references/TEMPLATE.md to structure the output. A complete canvas fills every template section: Job Overview; Job Performer; The Circumstance; Job Statement; Functional Job; Emotional Job; Social Job; Competing Solutions; Hiring Criteria; Insights and Implications; Supporting Quotes; and Questions for Further Research.

Quality Checklist

Before finalizing, verify:

  • Job statement follows "When... I want... so I can..." format
  • Circumstance is specific (not just "anytime")
  • Functional job describes tangible outcome
  • Emotional job includes how customer wants to feel
  • Competing solutions include non-obvious alternatives
  • Insights are based on research, not assumptions

Examples

See references/EXAMPLE.md for a completed example.

來源與署名

來源:product-on-purpose/pm-skills位於skills/define-jtbd-canvas提交1cef1a9

授權條款: Apache-2.0

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