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Origin of Jobs to Be Done Theory: Where the method comes from and why it is so valuable

This post is also available in: Deutsch (German)

The jobs-to-be-done theory (JTBD) has gained significant influence on innovation management, product development and customer-centric corporate strategies in recent years. But what exactly is behind the method, and how did it originally come about? In this article, we highlight the beginnings, key figures and decisive moments that led to the development of JTBD theory.

What is the Jobs to Be Done method?

The jobs-to-be-done theory is an approach based on deeply understanding customer needs. The focus is not on the product or service, but on the actual “job” that a customer wants to do – i.e. the task or need behind the purchase decision.

The Decisive Beginnings: Japanese Influences

Bob Moesta, one of the central developers of the jobs-to-be-done theory, explains that his early experiences in Japan had a significant impact on the development of the JTBD method. While working in Japan in the late 1980s, Moesta learned that product development should not only solve problems, but must first understand the underlying function. Otherwise, new problems constantly arise (“whack-a-mole problem”).

One example of this was the functioning of a timing belt: ‘The job of a timing belt is not to prevent wear or noise. Its job is to efficiently transfer energy from the engine to the camshaft. If you understand the function properly, the problems disappear by themselves,’ explains Moesta in the podcast episode with Peter Rochel.

From the function to the customer perspective

In the early 1990s, Bob Moesta transferred this thinking to customer expectations and needs. Together with Clayton Christensen, Rick Pedi and Julia Wesson, he formed the first ideas for the Jobs-to-Be-Done theory at Harvard Business School. The term ‘Jobs to Be Done’ was coined to describe why customers really buy products: to make specific progress in their lives.

At the same time, Tony Ulwick independently developed a similar method known as Outcome-Driven Innovation (ODI). While Moesta and Christensen saw the JTBD method in a more qualitative and explorative context, Ulwick focussed more on quantifiable results and clear customer needs analyses using systematic methods such as Quality Function Deployment (QFD).

The famous milkshake story

The JTBD theory became widely known through the so-called ‘Milkshake Story’ (1995/96). Bob Moesta and his team were tasked with finding ways to increase sales in fast food restaurants. They realised that many customers bought milkshakes in the morning, not because they wanted a milkshake, but because it made their journey to work more pleasant. The milkshake therefore fulfilled the ‘job’ of combating boredom and hunger during the car journey. This realisation led to innovations such as breakfast smoothies, which are now standard products.

Although the management at the time was initially sceptical, the realisation prevailed in the long term: Today, smoothies are among the most popular products in the fast food industry.

Three types of innovation and their connection to JTBD

The JTBD theory was further developed by Clayton Christensen and today differentiates between three types of innovation:

  • Disruptive Innovation
  • Sustaining Innovation
  • Efficiency Innovation

The power of the JTBD method lies above all in better anticipating and developing disruptive and market-shaping innovations, as they fulfil real, often unspoken needs.

Qualitative interviews: The centrepiece of JTBD theory

The practical application focuses on JTBD interviews, which provide qualitative data. Qualitative interviews are essential because they reveal the actual social, emotional and functional motivations of customers. Big data and AI can recognize patterns, but cannot adequately map the complex emotional landscape of customer interactions.

The lasting value of JTBD today

The JTBD theory has undergone enormous development since its beginnings and is now a key technique in customer-centric innovation processes. Companies such as Oberwasser Consulting successfully use this method to gain in-depth customer insights and develop innovative products that are really needed on the market.

Conclusion: From the Japanese automotive industry to the number one innovation method

The origins of the Jobs-to-Be-Done theory are deeply rooted in a precise, functional way of thinking in Japanese product development. Bob Moesta, Clayton Christensen and others have used this to create one of the most successful innovation methods that is now used worldwide for customer-centred product development.

Get to know JTBD – directly from the expert

Would you like to find out more about how the JTBD method can be used in your company? Contact us at Oberwasser Consulting. Together we will develop solutions that your customers really want. How about a JTBD Customer Insights Sprint? Which we offer together with UTXO Solutions. Find out more here.

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