The Experience Edge
The Experience Edge
Jochem van der Veer
Ep.8 - Jobs To Be Done Theory for CX - Jim Kalbach
58 minutes Posted Jan 17, 2025 at 7:30 am.
Introduction to Jobs to Be Done Framework
Complementary Techniques in Experience Design
Understanding Precision in Jobs to Be Done
Target Jobs and Hierarchy of Abstraction
Job Metrics and Their Importance
B2B Example: Health Insurance Job Metrics
Qualitative Research in Jobs to Be Done
The Value of Job Metrics for Underwriters
Scaling Jobs to Be Done in Organizations
Decision Making and Rituals in Organizations
Data Integration and Jobs to Be Done
The Longevity of Jobs to Be Done Research
Collaboration vs. Research in Jobs to Be Done
Operationalizing Jobs to Be Done
Facilitating Team Collaboration
Understanding Metrics: NPS and Jobs to Be Done
Common Mistakes in Jobs to Be Done
Delivering Insights to Teams
Balancing AI and Human Insight
Complementary Roles of AI in Research
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Summary
Jochem Van Der Veer and Jim Kalbach discuss the Jobs to Be Done (JTBD) framework, its integration with experience design, and its application in understanding user needs. Jim emphasizes the importance of precision and complementary techniques in JTBD, explaining how it enhances traditional methods like journey mapping. They explore the hierarchy of target jobs, the significance of job metrics, and the ROI of implementing JTBD in organizations. 
They delve into the Jobs to Be Done framework, discussing its importance in prioritizing opportunities, understanding unmet needs, and fostering collaboration within teams. They explore the timeless nature of jobs, the longevity of research findings, and the common pitfalls organizations face when implementing this framework. The discussion also highlights the balance between leveraging AI for research and the necessity of human insight in understanding customer needs.
Guest Bio 
Jim is an expert at the intersection of experience design, innovation, and new ways of working. With a deep passion for creating meaningful user experiences and driving organisational change, Jim has authored five influential books on these subjects including : The JTBD Playbook (Rosenfeld, 2020) and Collaborative Intelligence (Wiley, 2023).
In 2020, Jim co-founded the JTBD Toolkit, a comprehensive online resource dedicated to the "Jobs to Be Done" framework. With years of experience in design thinking, remote collaboration, and product development, Jim is Chief Evangelist at Mural - the whiteboard software company and sought-after speaker and thought leader in the design and innovation space.
Chapters:
Link to book - https://g.co/kgs/zTgBXnE
Follow Jim - https://www.linkedin.com/in/kalbach/