Professional Services Client Hub Template
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Professional Services Client Hub Template
Base Tables

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

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Job Stories
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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
​
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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
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