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Users & Needs

One definition of the customer, shared by every part of the product

A persona made in a workshop is admired for a week, then never reopened, and the next planning document invents a slightly different customer. Strategy, design, marketing, and delivery each end up picturing someone different. UPG types the persona as one anchor the rest of the product links to: the jobs it pursues, the needs those jobs surface, the outcomes it would accept as done, the costs that keep it where it is, and the real people research resolves it into. The customer is defined once, and everything downstream links back to that one definition.

“When we buy a product, we essentially ‘hire’ it to help us do a job.”
Clayton Christensen, Competing Against Luck
01The User Side

The persona and the edges that run out from it

A personapersonaAn archetype representing a user segment pursues jobjobJob To Be Done: what the user is trying to accomplish nodes, experiences needneedA user need, pain, desire, or constraint nodes, aspires to desired outcomedesired_outcomeWhat the user hopes to achieve nodes, and incurs switching costswitching_costA barrier preventing users from switching alternatives nodes. It also experiences a user journeyuser_journeyAn end-to-end map of a user experience. Each is a typed edge, so the user side of the product is structure rather than a paragraph of backstory.

The set stays small: one persona per distinct mental model. Three sharp personas carry more than a dozen lookalikes, because every other region links to those three. The rest of this page walks out from this anchor, one edge at a time.

Data-wary team leadanchor
personapersonaAn archetype representing a user segment
pursuespersona_pursues_job
Decide what to ship next
jobjobJob To Be Done: what the user is trying to accomplish
experiencespersona_experiences_need
Trust the numbers without exporting
needneedA user need, pain, desire, or constraint
aspires topersona_aspires_to_desired_outcome
Confident weekly decisions
desired_outcomedesired_outcomeWhat the user hopes to achieve
incurspersona_incurs_switching_cost
Rebuilding saved reports
switching_costswitching_costA barrier preventing users from switching alternatives
experiencespersona_experiences_user_journey
First-week activation
user_journeyuser_journeyAn end-to-end map of a user experience

The persona is the anchor of the user side, and the same node every other region reaches for: the persona a value proposition targets, a journey maps, and research resolves into real participants. Define the user once, and the whole graph speaks about the same person.

02Jobs To Be Done

A job decomposes into steps and surfaces what the user needs

A jobjobJob To Be Done: what the user is trying to accomplish is the progress a persona is trying to make. It decomposes into the job stepjob_stepA discrete step within a Job To Be Done nodes the persona actually walks, so the abstract goal becomes an observable sequence. The job also surfaces a needneedA user need, pain, desire, or constraint and motivates a desired outcomedesired_outcomeWhat the user hopes to achieve.

That is Jobs To Be Done held as structure. The steps locate where in the work the friction lives, and the causal edges record what the product owes the persona for getting that work done.

Decide what to ship nextanchor
what progress is the persona trying to make?
jobjobJob To Be Done: what the user is trying to accomplish
Decomposes into the steps they actually walk:
Review last cycle
job_stepjob_stepA discrete step within a Job To Be Done
Weigh opportunities
job_stepjob_stepA discrete step within a Job To Be Done
Commit the roadmap
job_stepjob_stepA discrete step within a Job To Be Done
decomposes intojob_decomposes_into_job_step
And the job names what the user requires:
surfacesjob_surfaces_need
Trust the numbers without exporting
needneedA user need, pain, desire, or constraint
motivatesjob_motivates_desired_outcome
Confident weekly decisions
desired_outcomedesired_outcomeWhat the user hopes to achieve

A job is the progress a persona is trying to make. It decomposes into the observable steps the persona walks, and it surfaces the needs and motivates the outcomes that the work serves. Jobs to be done is the typed spine here, not a separate document: needs and features connect to it directly.

03Needs

One need, connected to where it bites, how it is measured, and what meets it

A needneedA user need, pain, desire, or constraint connects four regions through one node. The same node occurs in a journey stepjourney_stepA single step in a user journey (where it bites), is measured by a desired outcomedesired_outcomeWhat the user hopes to achieve (when it is met), is reframed as a design questiondesign_questionAn open design problem to explore (so design can act), and is fulfilled by a capabilitycapabilityAn ability that enables value delivery (so engineering can build).

Because it is one node and not four paraphrases, research, design, and delivery reference the same need. When it is met, the journey step, the desired outcome, the design question, and the capability all resolve to the same record.

Trust the numbers without exportinganchor
needneedA user need, pain, desire, or constraint
occurs inneed_occurs_in_journey_step
Activation / first report opened
journey_stepjourney_stepA single step in a user journey
measured byneed_measured_by_desired_outcome
Numbers trusted at a glance
desired_outcomedesired_outcomeWhat the user hopes to achieve
reframed asneed_reframed_as_design_question
How might we make numbers trustworthy?
design_questiondesign_questionAn open design problem to explore
fulfilled byneed_fulfilled_by_capability
In-context verification
capabilitycapabilityAn ability that enables value delivery

A need connects four ways from one node. It occurs in a journey step, which locates where the need applies. It is measured by a desired outcome, which sets when the need is met. It is reframed as a design question, which design acts on, and fulfilled by a capability, which engineering builds. Research, design, and delivery reference the same need node.

04Desired Outcomes

The success criterion the persona would accept as done

A desired outcomedesired_outcomeWhat the user hopes to achieve is the success criterion the persona would accept. Three edges converge on it: the persona aspires to it, the jobjobJob To Be Done: what the user is trying to accomplish motivates it, and the needneedA user need, pain, desire, or constraint is measured by it. It is the one place the user side states what good looks like.

It is also scored. High importance with low satisfaction is the gap Outcome-Driven Innovation looks for, so the same node that is quantified by a metricmetricA unified metric that measures progress, health, or behaviour across the product also reveals an opportunityopportunityA validated gap worth solving. Prioritisation by importance and satisfaction is then a query over the graph.

Three sources converge on the same "done" signal:
Data-wary team lead
personapersonaAn archetype representing a user segment
Decide what to ship next
jobjobJob To Be Done: what the user is trying to accomplish
Trust the numbers
needneedA user need, pain, desire, or constraint
aspires topersona_aspires_to_desired_outcomemotivatesjob_motivates_desired_outcomemeasured byneed_measured_by_desired_outcome
Confident weekly decisionsdesired_outcomeanchor
importance: highsatisfaction: low
quantified bydesired_outcome_quantified_by_metric
% weekly decisions made in-product
metricmetricA unified metric that measures progress, health, or behaviour across the product
revealsdesired_outcome_reveals_opportunity
Trusted in-context reporting
opportunityopportunityA validated gap worth solving

A desired outcome is the success criterion for the job: the “done” signal. Persona, job, and need converge on it, and it carries scores. High importance with low satisfaction is the gap Outcome-Driven Innovation targets, so the same node that quantifies success also reveals the opportunity to pursue.

05Switching Costs

The friction that keeps the persona on the incumbent

A personapersonaAn archetype representing a user segment incurs a switching costswitching_costA barrier preventing users from switching alternatives for every reason it has not already moved: rebuilding saved reports, retraining the team, losing years of history. Typed as nodes, these reasons are on the record rather than assumed.

Each switching cost then maps to a jobjobJob To Be Done: what the user is trying to accomplish for someone: a report importer for onboarding, a migration guide for docs, a rebuttal for go-to-market. The cost carries an owner and a piece of work, traceable back to the persona that incurs it.

Data-wary team leadanchor
personapersonaAn archetype representing a user segment
Incurs the friction that keeps them where they are:
incurspersona_incurs_switching_cost
Rebuilding saved reports
switching_costswitching_costA barrier preventing users from switching alternatives
incurspersona_incurs_switching_cost
Retraining the team
switching_costswitching_costA barrier preventing users from switching alternatives
incurspersona_incurs_switching_cost
Losing two years of dashboards
switching_costswitching_costA barrier preventing users from switching alternatives

A switching cost is what stops the persona moving from their current solution. Each one is named on its own edge, so it can be acted on: a report importer for onboarding, a migration guide for docs, a rebuttal for go-to-market. Once a switching cost is a node in the graph, it has an owner and a place in the work.

06One Canonical User

The persona grounded by research below and linked by every region above

The personapersonaAn archetype representing a user segment is one node. Research grounds it from below: a participantparticipantA person participating in research represents the persona and voiced the quotequoteA direct quote from a research participant nodes behind it, so the archetype stays tethered to the real people in the study.

Every region links to it from above: a value propositionvalue_propositionA unique value offered to customers targets it, a user journeyuser_journeyAn end-to-end map of a user experience is experienced by it, a market segmentmarket_segmentA distinct group of potential customers includes it. With the persona defined once, strategy, design, and delivery resolve to the same customer rather than three slightly different ones.

Reached for by every region
Trusted reporting, built in
value_propositionvalue_propositionA unique value offered to customers
targetsvalue_proposition_targets_persona
First-week activation
user_journeyuser_journeyAn end-to-end map of a user experience
mapsuser_journey_maps_persona
Mid-market SaaS
market_segmentmarket_segmentA distinct group of potential customers
includesmarket_segment_includes_persona
Grounded in real people
P03, ops lead at Acme
participantparticipantA person participating in research
P07, analyst at Globex
participantparticipantA person participating in research
representsparticipant_represents_persona
Data-wary team leadanchor
one canonical node, not a copy per deck
personapersonaAn archetype representing a user segment

The persona is one canonical node. Research grounds it from below: participants represent it and carry the quotes behind it. Every region reaches for it from above: a value proposition targets it, a journey is experienced by it, a market segment includes it. Defined once, the persona keeps strategy, design, and delivery pointed at the same user.

07Where To Go Next

Users & Needs is the anchor of the discovery-to-delivery spine. Follow a thread back to the evidence, or forward to what the graph does with the user: