Professional Services Client Hub Template

Share

Explore

Base Tables

Job Stories

ℹ️ Story-building Guidance

The pattern used is:

“As a <USER> who is <SITUATION>, I want to <MOTIVATION> so that I can <PURPOSE / OUTCOME>.”

USER

Who is this story about?

SITUATION

What is the context for this need? Often the situation might be shared by other users, which lets us combine stories later.

MOTIVATION

What’s your goal in this situation?

Try not to pre-define a solution and focus more on what you want to accomplish.

Example: Inform my manager that data is ready for review is better than Send an automatic email to my manager.

PURPOSE / OUTCOME

Why is this important? How does it personally impact you or the organization?

⁠

Fill in the green boxes below to build a story in the grey box.

⁠

⁠

⁠

Job Stories

Job Stories

User (As a...)

Situation

Motivation (...I want to...)

Purpose / Outcome (...so that...)

Job Story

Possible Solutions

Notes

Created By

Program Manager

As a Program Manager who is , I want to , so that I can

Stephen Simon

Executive

preparing for quarterly planning

see where we stand vs. the targets we set

decide who on the team I need to ask for clarifications.

As a Executive who is preparing for quarterly planning, I want to see where we stand vs. the targets we set, so that I can decide who on the team I need to ask for clarifications.

Dashboard view of XYZ

Stephen Simon

Cross functional stakeholders

Team

⁠

Share

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.