Guardian experiences the Preservation Journey — The responsibility of safeguarding the solution.
Job: Storing 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 determine the specific requirements for storing the solution or product, such as temperature, humidity, light exposure, and space.
The ability to locate a space that meets the identified storage needs, considering factors like size, temperature control, and accessibility.
The ability to clean and organize the storage space to ensure it is ready for the solution or product, including adjusting temperature or humidity levels if necessary.
The ability to confirm that the storage conditions meet the requirements for the solution or product, ensuring its safety and integrity.
The ability to place the solution or product in the prepared storage space, following any specific instructions for positioning or arrangement.
The ability to regularly check the conditions of the storage space, such as temperature and humidity, to ensure they remain within the required range.
The ability to troubleshoot and resolve any problems that arise with the storage conditions, such as adjusting the temperature or relocating the solution or product if necessary.
The ability to make changes to the storage conditions based on ongoing monitoring, such as adjusting the temperature or humidity levels.
The ability to check the solution or product periodically to ensure it remains in good condition and has not been adversely affected by the storage conditions.
The ability to safely retrieve the solution or product from the storage space when it is needed, ensuring it is handled correctly to maintain its integrity.
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 |
Storage space availability | No space | Abundant space | |||
Accessibility of the storage area | Inaccessible | Easily accessible | |||
Security of the storage area | Unsecured | Highly secured | |||
Temperature control in the storage area | Uncontrolled | Fully controlled | |||
Humidity control in the storage area | Uncontrolled | Fully controlled | |||
Risk of damage to the product | High risk | No risk | |||
Ease of retrieving the product | Difficult | Easy | |||
Risk of product contamination | High risk | No risk | |||
Availability of backup storage | No backup | Backup available | |||
Cost of storage | High cost | Low cost | |||
Availability of insurance for the product | No insurance | Fully insured | |||
Risk of product expiration | High risk | No risk | |||
Availability of product inventory system | No system | System in place | |||
Risk of product theft | High risk | No risk | |||
Availability of product handling equipment | No equipment | Equipment available | |||
Availability of trained personnel for product handling | No personnel | Trained personnel available | |||
Risk of product misplacement | High risk | No risk | |||
Availability of product segregation system | No system | System in place | |||
Risk of product mix-up | High risk | No risk | |||
Availability of emergency response plan | No plan | Plan in place |
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 acquiring the necessary storage equipment for the solution or product.
- Minimize the cost of maintaining the storage conditions required for the solution or product.
- Minimize the cost of monitoring the storage conditions to ensure the solution or product's quality.
- Minimize the cost of replacing the solution or product if it gets damaged in storage.
- Minimize the cost of training staff on proper storage procedures for the solution or product.
- Minimize the cost of insurance for the stored solution or product.
- Minimize the cost of security measures to protect the stored solution or product.
- Minimize the cost of waste disposal related to the stored solution or product.
- Minimize the cost of inventory management for the stored solution or product.
- Minimize the cost of compliance with storage regulations for the solution or product.
- Minimize the cost of energy consumption for maintaining the storage environment.
- Minimize the cost of space utilization for storing the solution or product.
- Minimize the cost of transportation to and from the storage location.
- Minimize the cost of emergency procedures in case of a storage failure.
- Minimize the cost of regular inspections to ensure the solution or product's integrity in storage.
- Minimize the cost of upgrading storage facilities to accommodate the solution or product.
- Minimize the cost of documentation related to the storage of the solution or product.
- Minimize the cost of potential loss due to improper storage of the solution or product.
- Minimize the cost of contingency planning for potential storage issues.
- Minimize the cost of disposal of the solution or product after its storage life.
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 Storing a Solution or Product
- Identifying Storage Requirements - Understand the specific storage needs of the solution or product, such as temperature, light, and humidity conditions.
- Assessing Available Storage Space - Evaluate the current storage space to ensure it can accommodate the solution or product.
- Preparing the Storage Area - Clean and organize the storage area to make room for the solution or product.
- Understanding Handling Instructions - Read and comprehend any specific handling instructions for the solution or product.
- Establishing a Storage System - Develop a system for storing the solution or product, such as a specific order or arrangement.
During Storing a Solution or Product
- Following Handling Instructions - Handle the solution or product as per the instructions to avoid any damage or degradation.
- Implementing the Storage System - Place the solution or product in the storage area according to the established system.
- Monitoring Storage Conditions - Regularly check the storage conditions to ensure they remain within the required parameters.
- Documenting Storage Details - Record details such as the date of storage, location, and any other relevant information.
- Securing the Storage Area - Ensure the storage area is secure to prevent theft or damage.
After Storing a Solution or Product
- Regularly Checking the Solution or Product - Periodically inspect the solution or product to ensure it remains in good condition.
- Maintaining the Storage Area - Keep the storage area clean and organized to prevent any damage to the solution or product.
- Updating Storage Records - Update any storage records as necessary, such as if the solution or product is moved or used.
- Reviewing Storage Practices - Periodically reassess the storage practices to ensure they continue to meet the needs of the solution or product.
- Adjusting Storage Conditions as Needed - Make any necessary adjustments to the storage conditions to ensure the solution or product remains in optimal condition.
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 Calm: As a guardian storing a solution or product, it is crucial to feel calm to ensure that the process is carried out smoothly and without errors.
- Feel Confident: Confidence is necessary to trust in your abilities to store the solution or product correctly and safely.
- Feel Focused: Being focused is essential to pay attention to details and avoid mistakes during the storage process.
- Feel Organized: Feeling organized can help in arranging the solution or product in a systematic manner, making it easier to locate later.
- Feel Responsible: As a guardian, feeling responsible for the solution or product can ensure that it is stored with utmost care and diligence.
Undesired Emotions:
- Avoid Feeling Anxious: Anxiety can lead to mistakes and mishandling of the solution or product. It is important to stay calm and composed during the storage process.
- Avoid Feeling Rushed: Feeling rushed can lead to carelessness and errors. It is important to take the necessary time to store the solution or product properly.
- Avoid Feeling Distracted: Distractions can lead to mistakes. It is important to stay focused on the task at hand.
- Avoid Feeling Disorganized: Disorganization can lead to inefficient storage and difficulty in locating the solution or product later.
- Avoid Feeling Irresponsible: Irresponsibility can lead to mishandling or misplacement of the solution or product.
Survey Format:
When storing a solution or product… | 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 Calm | ||||||
Feel Confident | ||||||
Feel Focused | ||||||
Feel Organized | ||||||
Feel Responsible | ||||||
Avoid Feeling Anxious | ||||||
Avoid Feeling Rushed | ||||||
Avoid Feeling Distracted | ||||||
Avoid Feeling Disorganized | ||||||
Avoid Feeling Irresponsible |
Social Jobs
Ditto emotional jobs
Positive Perceptions
- Be Perceived as Organized - Having a systematic approach to storing solutions or products is crucial. Being perceived as organized implies that you can easily locate and retrieve items when needed, which can save time and increase efficiency.
- Be Perceived as Responsible - Taking care of the stored items and ensuring their safety is a key part of the job. Being perceived as responsible shows that you can be trusted with valuable items.
- Be Perceived as Detail-oriented - Paying attention to the small details can make a big difference in storage. Being perceived as detail-oriented means you are thorough and meticulous, which can prevent mistakes and mishaps.
- Be Perceived as Knowledgeable - Understanding the nature of the items being stored and the best ways to store them is important. Being perceived as knowledgeable shows that you are well-informed and competent.
- Be Perceived as Reliable - Consistency and dependability are important in storage. Being perceived as reliable means that others can count on you to do your job well and on time.
Negative Perceptions
- Avoid Being Perceived as Disorganized - A lack of organization can lead to lost or damaged items. Avoid being perceived as disorganized to maintain trust and efficiency.
- Avoid Being Perceived as Irresponsible - Negligence can result in serious consequences in storage. Avoid being perceived as irresponsible to maintain a good reputation and prevent problems.
- Avoid Being Perceived as Careless - Overlooking details can lead to mistakes. Avoid being perceived as careless to ensure the quality of your work.
- Avoid Being Perceived as Ignorant - Lack of knowledge can lead to improper storage methods. Avoid being perceived as ignorant to maintain credibility and effectiveness.
- Avoid Being Perceived as Unreliable - Inconsistency can lead to delays and other issues. Avoid being perceived as unreliable to maintain trust and efficiency.
Survey Format
When storing a solution or product… | 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 Organized | ||||||
Be Perceived as Responsible | ||||||
Be Perceived as Detail-oriented | ||||||
Be Perceived as Knowledgeable | ||||||
Be Perceived as Reliable | ||||||
Avoid Being Perceived as Disorganized | ||||||
Avoid Being Perceived as Irresponsible | ||||||
Avoid Being Perceived as Careless | ||||||
Avoid Being Perceived as Ignorant | ||||||
Avoid Being Perceived as Unreliable |
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