Learner experiences the Knowledge Acquisition Journey — The educational process in understanding and using the solution.
Job: Learning how to use a solution
Job Steps
These are sub-objectives of the overall job following the 9 universal phases of Jobs to be Done. Each step is further supported by several performance metrics that customers use to measure success. These are what get prioritized in a survey.
Click Step ⬇️to Open Performance Metrics ➡️
The ability to pinpoint specific skills or knowledge the learner aims to acquire, setting clear targets for the learning process.
The ability to collect books, articles, videos, or other resources relevant to the chosen subject, ensuring access to comprehensive and reliable information.
The ability to organize a conducive space for learning, which may include arranging a quiet room, setting up a computer or other necessary equipment.
The ability to create a structured timetable, allocating specific times for study to maintain consistent progress.
The ability to thoroughly go through the gathered resources, gaining an initial understanding of the subject matter.
The ability to outline a step-by-step approach for using the solution, including methods and timelines for mastering each part of the subject.
The ability to interact actively with the learning materials, which may involve reading, watching videos, or practicing skills.
The ability to regularly assess one's understanding and proficiency in the subject, ensuring alignment with the learning objectives.
The ability to address uncertainties or difficulties by consulting experts, joining study groups, or using additional resources.
The ability to modify approaches based on progress monitoring, such as changing study techniques or delving deeper into complex topics.
- Identify Learning Objectives - The ability to pinpoint specific skills or knowledge the learner aims to acquire, setting clear targets for the learning process.
- Gather Learning Materials - The ability to collect books, articles, videos, or other resources relevant to the chosen subject, ensuring access to comprehensive and reliable information.
- Set Up Learning Environment - The ability to organize a conducive space for learning, which may include arranging a quiet room, setting up a computer or other necessary equipment.
- Establish a Learning Schedule - The ability to create a structured timetable, allocating specific times for study to maintain consistent progress.
- Review Learning Materials - The ability to thoroughly go through the gathered resources, gaining an initial understanding of the subject matter.
- Develop Learning Plan - The ability to outline a step-by-step approach for using the solution, including methods and timelines for mastering each part of the subject.
- Engage with Learning Content - The ability to interact actively with the learning materials, which may involve reading, watching videos, or practicing skills.
- Monitor Learning Progress - The ability to regularly assess one's understanding and proficiency in the subject, ensuring alignment with the learning objectives.
- Seek Clarification or Help - The ability to address uncertainties or difficulties by consulting experts, joining study groups, or using additional resources.
- Adjust Learning Methods - The ability to modify approaches based on progress monitoring, such as changing study techniques or delving deeper into complex topics.
- Apply Learned Skills - The ability to utilize the newly acquired knowledge or skills in practical scenarios, reinforcing the learning through real-world application.
- Reflect on Learning Journey - The ability to evaluate the overall learning experience, identifying strengths, weaknesses, and areas for future improvement.
- Share Learning Outcomes - The ability to communicate the acquired knowledge or skills, perhaps by teaching others or applying them in a professional context.
Contexts
When jobs have too high of a context, insights tend to be less actionable - or at least relevant for certain stakeholders. These contexts provide a means for narrowing the scope of your research in a consistent and structured fashion. Certainly, more contexts exist, and can be addressed with a specific request.
Situations
While a group of people may be trying to get the same job done, the way the respond to needs-prioritization questions can be different. When we find statistical clusters of needs we need a way to describe why the group is different from another, not simply that that are different based on how they rate needs. Situations (aka Complexity Factors) that end users experience when they execute the job (or last executed the job) could be different, thus resulting in a different prioritization of specific performance metrics. One or or more situations could correlate to a segment, and it is recommend that follow up interviews are done with actual respondents within a segment to help you gain clarity, and verbatims you can use to construct your strategic storyline for the segment.
Situations/Complexities | 1 | 2 | 3 | 4 | 5 |
Understanding of the solution | No understanding | Complete understanding | |||
Access to learning resources | No resources | Abundant resources | |||
Time available for learning | No time | Ample time | |||
Prior knowledge in the field | None | Extensive | |||
Learning environment | Highly distracting | Completely conducive | |||
Support from solution provider | No support | Excellent support | |||
Learning style compatibility | Not compatible | Highly compatible | |||
Complexity of the solution | Extremely complex | Very simple | |||
Availability of practice opportunities | No opportunities | Plenty of opportunities | |||
Motivation to learn | No motivation | Highly motivated | |||
Feedback on learning progress | No feedback | Regular, constructive feedback | |||
Physical health and energy levels | Poor health and low energy | Excellent health and high energy | |||
Mental health | Poor mental health | Excellent mental health | |||
Financial resources for learning aids | No resources | Abundant resources | |||
Access to a learning community | No access | Full access | |||
Pace of learning | Too fast | Just right | |||
Relevance of the solution to needs | Not relevant | Highly relevant | |||
Confidence in ability to learn | No confidence | High confidence | |||
Ability to focus on learning | Can't focus | Highly focused | |||
Stability of life circumstances | Highly unstable | Very stable |
Ideal States
There are times when going deep into a job, job map, and success metrics is just too much of a gamble. Is it the right job to study? Ideal states give us a handful of indicators that can be used in addition to importance, difficulty, and frequency to understand which jobs groups of end users struggle with, and why.
Financial Metrics
The purchase decision-maker has a say in product selection, and costs relative to cash outlays, direct or indirect, are what they think about. These questions can only be answer by the person who makes those decisions. For consumers, many times you can included these in a core functional study. However, beware of business end users who simply use products that are purchased for them. They are not the right audience for these metrics.
- Minimize the cost of purchasing the learning materials required for understanding the solution.
- Minimize the cost of enrolling in specialized courses to gain proficiency in using the solution.
- Minimize the cost of hiring a tutor for personalized guidance in learning the solution.
- Minimize the cost of subscribing to online platforms that offer tutorials on the solution.
- Minimize the cost of acquiring additional tools needed to practice the solution.
- Minimize the cost of transportation to attend physical classes for the solution.
- Minimize the cost of time spent in learning the solution without compromising the learning quality.
- Minimize the cost of potential mistakes made during the learning process of the solution.
- Minimize the cost of re-learning due to forgetting or misunderstanding the solution.
- Minimize the cost of certification to prove proficiency in the solution.
- Minimize the cost of updating learning materials as the solution evolves.
- Minimize the cost of maintaining a conducive learning environment for the solution.
- Minimize the cost of potential health issues due to prolonged learning sessions of the solution.
- Minimize the cost of distractions that hinder effective learning of the solution.
- Minimize the cost of learning aids that enhance understanding of the solution.
- Minimize the cost of assessment tests to gauge understanding of the solution.
- Minimize the cost of re-taking failed tests related to the solution.
- Minimize the cost of networking to gain insights from others learning the solution.
- Minimize the cost of technical support when encountering difficulties with the solution.
- Minimize the cost of transitioning from learning the solution to applying it in real-world scenarios.
Related Jobs
When a core functional job is getting close to maturity, we have to look beyond steps or metrics and find other jobs the end user is trying to accomplish so we can help them. This provides an opportunity to not only get a job done better, but get more jobs done on a single platform (and potentially better).
Before Learning How to Use a Solution
- Identifying Learning Objectives - Determine what the main learning objectives are that the solution could potentially support.
- Assessing Current Knowledge and Skills - Evaluate the current knowledge and skills related to the solution.
- Analyzing Skills Gap - Identify the skills and knowledge that are lacking and need to be acquired through learning the solution.
- Establishing Learning Schedule - Decide on a schedule for learning the solution.
- Prioritizing Learning Topics - Rank the topics or features of the solution that need to be learned based on their importance and relevance.
During Learning How to Use a Solution
- Researching Learning Resources - Collect information about potential learning resources such as tutorials, guides, and manuals that can help in understanding the solution.
- Engaging in Active Learning - Actively engage in learning activities such as reading, practicing, and experimenting with the solution.
- Seeking Help When Needed - Reach out to support or community forums when encountering difficulties or challenges in learning the solution.
- Applying Learned Skills - Apply the skills and knowledge learned to real-world scenarios or tasks.
- Reviewing and Reinforcing Learning - Regularly review and reinforce the learned skills and knowledge to ensure retention and mastery.
After Learning How to Use a Solution
- Evaluating Learning Outcomes - Assess the learning outcomes and determine if the learning objectives have been met.
- Practicing Regularly - Continue practicing the learned skills and knowledge to ensure long-term retention and proficiency.
- Keeping Up with Updates - Stay updated with any changes or updates to the solution and learn about new features or functionalities.
- Sharing Knowledge - Share the learned skills and knowledge with others who might benefit from it.
- Seeking Continuous Improvement - Continually seek ways to improve skills and knowledge related to the solution.
Emotional Jobs
Understanding how end users want to feel (or avoid feeling) in the context of getting the job done is important in several ways. First, understanding this helps to think about more abstract things things a user considers when actually performing the job (or access a service/journey). Second, these insights can be critical in messaging to your offer, which is something your marketing team will value.
Desired Emotions:
- Feel Motivated: As a learner, it is essential to feel motivated when learning how to use a solution to drive the learning process and achieve learning objectives.
- Feel Curious: Curiosity can lead to deeper understanding and exploration of the solution, enhancing the learning experience.
- Feel Confident: Confidence in one's ability to learn and use the solution effectively can boost the learning process and lead to better outcomes.
- Feel Engaged: Being engaged in the learning process can make it more enjoyable and increase the likelihood of retaining the information.
- Feel Accomplished: Feeling a sense of accomplishment after learning a new solution can boost self-esteem and encourage further learning.
Undesired Emotions:
- Avoid Feeling Overwhelmed: A learner should manage their learning pace and expectations to avoid feeling overwhelmed, which can negatively impact learning and retention.
- Avoid Feeling Frustrated: Frustration can hinder the learning process and create a negative learning experience, so it's essential to seek help or use different learning strategies when needed.
- Avoid Feeling Bored: Boredom can lead to disengagement and lack of motivation, so it's important to keep the learning process interesting and engaging.
- Avoid Feeling Doubtful: Doubt can create uncertainty and hinder progress, so it's essential to build confidence in one's ability to learn and use the solution.
- Avoid Feeling Stressed: High levels of stress can negatively impact learning, so it's important to manage stress levels during the learning process.
Survey Format:
When learning how to use a solution… | How important is it that you are able to… | How difficult is it for you to… | ||||
Not important | Neutral | Important | Not difficult | Neutral | Difficult | |
Feel Motivated | ||||||
Feel Curious | ||||||
Feel Confident | ||||||
Feel Engaged | ||||||
Feel Accomplished | ||||||
Avoid Feeling Overwhelmed | ||||||
Avoid Feeling Frustrated | ||||||
Avoid Feeling Bored | ||||||
Avoid Feeling Doubtful | ||||||
Avoid Feeling Stressed |
Social Jobs
Ditto emotional jobs
Desired Perceptions:
- Be Perceived as Motivated - As a learner, showing motivation in learning how to use a solution can indicate a strong desire to improve and grow.
- Be Perceived as Diligent - Diligence in learning can show a commitment to understanding the solution thoroughly and not just superficially.
- Be Perceived as Adaptable - Being adaptable in learning new solutions can show flexibility and openness to change, which are valuable traits in a fast-paced, evolving environment.
- Be Perceived as Curious - A curious learner is perceived as someone who goes beyond the basics and explores the solution in depth, which can lead to a more comprehensive understanding.
- Be Perceived as Confident - Confidence in learning can show that the learner believes in their ability to understand and use the solution effectively.
Undesired Perceptions:
- Avoid Being Perceived as Uninterested - Lack of interest in learning can be perceived as a lack of commitment or motivation, which can negatively impact the learning process and outcomes.
- Avoid Being Perceived as Lazy - Laziness in learning can be perceived as a lack of effort or dedication, which can hinder progress and understanding of the solution.
- Avoid Being Perceived as Closed-Minded - Being closed-minded can hinder learning, as it can limit the ability to explore new ideas or approaches in using the solution.
- Avoid Being Perceived as Incompetent - Incompetence can be perceived as a lack of ability or skill in learning and using the solution, which can negatively impact confidence and progress.
- Avoid Being Perceived as Overwhelmed - Being overwhelmed can be perceived as a lack of ability to manage the learning process effectively, which can hinder progress and understanding.
Survey Format:
When learning how to use a solution… | How important is it that you are able to… | How difficult is it for you to… | ||||
Not important | Neutral | Important | Not difficult | Neutral | Difficult | |
Be Perceived as Motivated | ||||||
Be Perceived as Diligent | ||||||
Be Perceived as Adaptable | ||||||
Be Perceived as Curious | ||||||
Be Perceived as Confident | ||||||
Avoid Being Perceived as Uninterested | ||||||
Avoid Being Perceived as Lazy | ||||||
Avoid Being Perceived as Closed-Minded | ||||||
Avoid Being Perceived as Incompetent | ||||||
Avoid Being Perceived as Overwhelmed |
How this was made
I used the tools that I’ve shared in my Jobs-to-be-Done Masterclass: Eliminating Jobs-to-be-Done Interviews with Artificial Intelligence ⬅️ to build this entire catalog.
While it did take some time, that’s because there are 16 journeys and the catalogs are comprehensive. You will not find anything like this in the JTBD practitioner world.
Consultants make their money doing things. Innovators automate things. I hope Customer Experience (CX) professionals are able to leverage this work to accelerate their own.
Purpose
Journey Mapping exercises typically end with a visualization of a make believe journey with a smattering of pain points expressed by a smattering of real people.
Have you ever wondered why you constantly have to redo these?
What I’ve developed above may not be absolutely perfect for your situation, but with a few tweaks it will stand the test of time as the backbone of your prioritization of customer needs, and the foundation of your strategic roadmaps far into the future.
We don’t study solutions, we study the jobs your customers are trying to get done as they experience the lifecycle of ownership within your ecosystem.
Simple as that.
Now, go run a survey. I’ll be incorporating some accelerators for that very, very soon.
Contact
Mike Boysen - Managing Director
Practical JTBD, LLC
www.pjtbd.com | http://jobstobedone.substack.com
678-824-2789 | info@pjtbd.com
Copyright
The entire catalog is covered under creative commons….
The Customer Journey 2.0 Toolkit © 2024 by Michael A. Boysen is licensed under Attribution-NonCommercial-ShareAlike 4.0 International