jtbd-needs
Ulwick/Christensen JTBD — identify jobs, map desired outcomes, score importance vs satisfaction, and segment ICP candidates by unmet needs
- License 许可
- MIT
- 最近更新
- 2026-11-10
- Stars
- ★ 1
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01 前言 Front Matter
- name
- jtbd-needs
- type
- research
- parent
- customer-discovery
- version
- v0.2
- invocation
- sub-skill
- description
- Ulwick/Christensen JTBD — identify jobs, map desired outcomes, score importance vs satisfaction, and segment ICP candidates by unmet needs
03 SKILL.md 正文
Pack Availability Guard
Before telling the user to run a skill from another project-local pack, check .agents/project.json.enabled_packs. If the target pack is not enabled, recommend $pack install <pack> inside Codex, or npx skillpacks install <pack> from the project shell, instead of the target skill. Global skills are always valid. Skills from this same pack are valid because the current skill is already running from that pack.
JTBD Needs — Ulwick/Christensen Outcome-Driven Innovation
Report-First Approval Gate
Default to scope-first approval: before synthesized research, inspect only enough repository, user, and source context to propose research scope, source plan, assumptions, output paths, and approval questions in a review alignment page plus a concise conversation summary.
Do not perform synthesized research, rank candidates, make recommendations, or write working packets or canonical deliverables until final compiled YAML approves the research scope. Minimal pre-approval discovery may identify available files, source categories, and open questions; label it as scope evidence, not findings.
After approved research-scope YAML, perform the research and write only the non-canonical working packet defined in the staged workflow. Then update the review alignment page with findings and stop again for feedback-only YAML or final compiled YAML artifact approval before creating or updating canonical research, spec, or task files.
Do not include Recommended next skill, Recommended next command, or downstream routing language. The approval request itself is the next action. Only emit next-skill routing after the approved artifact has been written or updated.
Staged Research Workflow
Use this staged workflow for synthesized research or report outputs that would create or update canonical research, spec, or task files.
- Stage 1 - Scope discovery and approval. Inspect only enough repository, user, and source context to propose research scope, source plan, assumptions, output paths, and approval questions. Build the
reviewHTML alignment page before synthesized research. The page must render the proposed scope, available source categories, known context, assumptions/confidence, proposed working-packet and canonical output paths, and research-scope approval gates. Stop for final compiled YAML approval of the research scope. Do not perform synthesized research, rank candidates, make recommendations, or write working packets, canonical research, spec, or task files in Stage 1. - Stage 2 - Research and artifact review. Only after approved research-scope YAML with no unresolved
needs-clarification, unresolveddownfeedback, or other unresolved negative feedback, perform the synthesized research, run required source/code checks, and write only a non-canonical working packet: flat mode usesresearch/_working/preliminary-<skill>-research.md; product-path mode usesresearch/{slug}/_working/preliminary-<skill>-research.md. Replace<skill>with this skill'snamevalue. Raw evidence or search logs may remain as supporting evidence where this skill already requires them, but synthesized deliverables stay in the working packet. Update thereviewHTML alignment page with the full preliminary packet, evidence matrix, assumptions/confidence register, source coverage gaps, proposed canonical file changes, and artifact approval gates. Stop for either feedback-only YAML or final compiled YAML. Feedback-only YAML revises the working packet and page, then remains in Stage 2. - Stage 3 - Finalize approved artifacts. Consume final compiled YAML for artifact approval only when it has no unresolved
needs-clarification, unresolveddownfeedback, or other unresolved negative feedback. Apply approved edits first, archive the working packet todocs/history/archive/YYYY-MM-DD/HHMMSS/<original-working-path>, remove the active working packet, write the approved canonical artifacts to the unchanged output paths below, and convert the alignment page toconfirmedwith the approval record preserved.
Canonical output paths remain unchanged. Search logs and other supporting evidence remain allowed only where this skill's output contract already requires them.
Evidence And Feedback Handling
Treat user feedback as input to evaluate, not as automatic ground truth.
- For factual, evidentiary, technical, or source-backed claims: verify against available evidence. Push back clearly and cite the evidence when the user appears to misunderstand.
- For taste, prioritization, or subjective judgment calls: weigh user feedback heavily and adapt unless it conflicts with verified evidence.
- When uncertain, say what is known, what is inferred, and what would change the conclusion.
Prerequisites
- Hard: ICP candidates from orchestrator working packet (
research/_working/preliminary-customer-discovery-research.md) orresearch/icp.md(orresearch/{slug}/icp.md) must exist. If neither exists, tell the user to run$customer-discoveryfirst and stop. - Soft:
research/competitive-analysis.md,research/customer-feedback.md, idea brief, specs, and codebase context when available.
Process
0. Product-Path Scope Resolution
Resolve research scope by product path before using code or app structure as a hint:
- If
$ARGUMENTSnames a non-archivedresearch/{slug}/directory or a product-path ID whosescope_pathpoints there, use that path. Treat{slug}as the product/app name, not the ICP, audience, or segment label. - If
$ARGUMENTSnames onlyresearch/_archive/{slug}/or a manifest entry withstatus: archivedor legacystatus: abandoned, stop and warn that the path is archived; do not write or update scoped outputs there. - Read
research/.progress.yamlwhen present. Normalize legacyactive_pathtoactive_pathson read and write backactive_pathson manifest updates. Treat legacyabandonedasarchived; excludearchived,abandoned,deferred,revisit_candidate,promoted, and anyscope_pathunderresearch/_archive/from active target selection. - If active product paths exist in the manifest, use those paths. If multiple active paths exist, ask which one to target unless this skill explicitly supports cross-path output.
- If no active manifest target exists, list non-archived product directories under
research/, excludingresearch/_archive/and dot directories. Auto-select only when exactly one exists; ask when multiple exist. - If no product directories exist, use flat
research/single-product mode. - Detect monorepo/app/package structure only as a secondary hint.
When product path {slug} is active, read and write research under research/{slug}/, specs under specs/{slug}/.
1. Load Context
- Read ICP candidates from orchestrator working packet (
research/_working/preliminary-customer-discovery-research.md) orresearch/icp.md - Read idea brief (
research/idea-scope-brief.md) if it exists - Read
research/competitive-analysis.mdif it exists - Read
research/customer-feedback.mdif it exists - Read CLAUDE.md, README for product context
- Scan codebase and existing research for additional signal
2. Identify Jobs-to-be-Done
For each ICP candidate, identify the full job landscape:
Functional jobs — tasks and outcomes they need accomplished:
- Core tasks they hire a solution to perform
- Desired outcomes for each task (measurable results)
- Related tasks that precede, follow, or co-occur with the core job
- Frequency and context of job execution
Social jobs — how they want to be perceived:
- Professional reputation goals
- Peer perception and status signals
- Team/org perception of their decisions
- Industry credibility and thought leadership
Emotional jobs — how they want to feel:
- Confidence and control over outcomes
- Reduced anxiety about risks or unknowns
- Satisfaction and sense of progress
- Freedom from tedious or frustrating work
Related jobs — adjacent jobs that create context:
- Jobs performed immediately before and after
- Jobs that share the same workflow or trigger
- Jobs delegated to other roles that affect this one
- Jobs that compete for the same time/attention
Consumption chain jobs — jobs around acquiring, using, maintaining the solution:
- Evaluate and select solutions
- Onboard and learn the solution
- Integrate with existing workflow
- Maintain, update, and extend over time
- Migrate away when the job changes
3. Map Desired Outcomes
For each job, write Ulwick outcome statements following the canonical format:
[Direction of improvement] + [performance metric] + [object of control] + [contextual clarifier]
Direction of improvement: Minimize, Maximize, Increase, Reduce, Eliminate, Optimize
Examples:
- "Minimize the time it takes to identify qualified leads in a new market segment"
- "Reduce the likelihood of misallocating budget to underperforming channels"
- "Maximize the percentage of outreach messages that receive a response"
- "Minimize the number of tools required to complete end-to-end campaign analysis"
Write 8-15 outcome statements per core functional job, 3-5 per social/emotional job.
4. Score Importance & Satisfaction
For each outcome statement, score based on available evidence (research, feedback, competitive analysis, codebase signals):
- Importance (1-10): How important is achieving this outcome to the ICP candidate?
- Current Satisfaction (1-10): How well do existing solutions satisfy this outcome?
Calculate Opportunity Score: Importance + max(Importance - Satisfaction, 0)
Classify each outcome:
- Underserved (opportunity score ≥ 12): high importance, low satisfaction — prime innovation targets
- Appropriately served (opportunity score 8-11): adequate current solutions exist
- Overserved (opportunity score < 8): low importance or high satisfaction — potential to simplify/reduce
5. Segment by Unmet Needs
Cluster ICP candidates by shared patterns of underserved outcomes:
- Identify candidates with similar underserved outcome clusters
- Define natural segments based on shared unmet needs (not demographics)
- Map cross-segment patterns: outcomes underserved across all candidates
- Identify segment-specific opportunity areas unique to each cluster
- Rank segments by total addressable opportunity (sum of opportunity scores for underserved outcomes)
- Note which segments align with or diverge from demographic/firmographic ICP boundaries
6. Validate with User
Present jobs, outcomes, opportunity scores, and segment recommendations. Ask for corrections on:
- Job completeness: missing jobs or mischaracterized job importance
- Outcome accuracy: whether statements reflect real user language and priorities
- Scoring calibration: whether importance/satisfaction estimates match known reality
- Segment validity: whether proposed clusters reflect real behavioral differences
Output
research/customer-discovery-jtbd-needs.md (or research/{slug}/customer-discovery-jtbd-needs.md)
# JTBD Needs Analysis
> Based on: [sources]
> Date: [current date]
> Methodology: Ulwick/Christensen Outcome-Driven Innovation
## ICP Candidate: [Name]
### Functional Jobs
| Job | Context | Frequency |
|-----|---------|-----------|
| [core task] | [when/where this job arises] | [how often] |
### Social & Emotional Jobs
| Type | Job | Evidence |
|------|-----|----------|
| Social | [how they want to be perceived] | [source] |
| Emotional | [how they want to feel] | [source] |
### Desired Outcomes & Opportunity Scores
| Outcome Statement | Job | Importance | Satisfaction | Opportunity Score | Classification |
|-------------------|-----|------------|--------------|-------------------|----------------|
| [direction] + [metric] + [object] + [context] | [parent job] | 1-10 | 1-10 | calculated | Underserved/Served/Overserved |
### Top Underserved Outcomes
1. [outcome] — Opportunity Score: [score]
2. [outcome] — Opportunity Score: [score]
3. [outcome] — Opportunity Score: [score]
## ICP Candidate: [Name 2]
...
## Opportunity Landscape
| Outcome | Candidate(s) | Importance | Satisfaction | Opportunity Score |
|---------|-------------|------------|--------------|-------------------|
| [outcome] | [who shares it] | [avg] | [avg] | [score] |
## Needs-Based Segments
### Segment: [Name]
- **Shared underserved outcomes**: [list]
- **ICP candidates in segment**: [list]
- **Total addressable opportunity**: [sum of opportunity scores]
- **Distinguishing characteristic**: [what unites them beyond demographics]
## Cross-Candidate Comparison
| Candidate | Top Underserved Outcome | Segment | Total Opportunity |
|-----------|------------------------|---------|-------------------|
| [name] | [highest-scoring outcome] | [segment] | [sum] |
## Evidence Matrix
| Claim | Evidence Source | Evidence Type | Confidence |
|-------|---------------|---------------|------------|
| [claim] | [source] | Observed/Inferred/Hypothesized | High/Medium/Low |
Constraints
- Ground every job, outcome, and score in evidence from ICP candidates, research, specs, feedback, or codebase.
- Use Ulwick's canonical outcome statement format — do not shortcut to vague needs language.
- Prioritize underserved outcomes as innovation targets; do not optimize for overserved outcomes.
- Do not prescribe UI or architecture — describe the customer need, not the solution.
- Present findings before writing.
- Do not overwrite existing output without asking the user first.
- This is a sub-skill — do not emit next-step routing.
Alignment Page
When this skill produces durable deliverables (research, specs, plans, reports, prototypes, or any document output), build a full-depth HTML alignment page following ALIGNMENT-PAGE.md in this skill's directory. Output: alignment/jtbd-needs-{topic}.html.
Default Shipping Contract
Follow the shared shipping contract convention in CLAUDE.md.
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