Job Analysis Template: Task Inventory

Instructions:
Start by reviewing the example, then clear the document.
1. Fill in the analyzed role title.
2. Fill in the duty. A job typically has 5-12 duties.
3. Fill in the specific tasks under each duty. Jobs have up to 100 tasks in total.
4. Fill in the frequency - How often is each task done?
5. Rate the importance of each task on a scale from Low to High.
6. Rate the difficulty of each task on a scale from Low to Very high.
7. Continue with the next duty and tasks, until you exhaust all the duties and tasks of the role.

ROLE [Receptionist]

DUTY 1: Hospitality duty

TASKS Frequency Importance Difficulty Task Importance Levels Task Difficulty Levels

[Answering the intercom when the doorbell rings] [300/day] Medium Low Low Low

[Welcoming guests and guiding them to the waiting room] [120/day] Medium Low Medium Medium

[Providing guests with a drink] [80/day] Low Low High High

[Answering questions from visitors] [30/day] High Medium Very high

[Managing expectations about waiting times] [30/day] Medium High

[Receiving and handling complaints] [6/day] High Very high

DUTY 2: Organising and Administrative Duty

TASKS Frequency Importance Difficulty

Process bills and help clients or customers if they have any questions about their
500/day High Medium
charges.
 Organize files for billing, customer and client records, etc. 300/day Medium Medium

Operate standard office equipment on a regular basis, including a fax machine,

Receive deliveries; sort and distribute incoming mail. 30/day Low Low

Maintain the general office filing system. 1/day High Medium

Perform administrative duties as required to support the mission and

Provide additional support to all sales agents and CSR’s as needed N/A High Medium
Functional Job Analysis Template
Instructions:
Start by reviewing the example, then clear the document.
1. Fill in the Job title in the Job summary section.
2. Head to the analysis part of the template.
3. Fill in examples for each relevant job component of the analyzed role. Start with Things, Data, and People for every role and continue with the other four components
based on relevance to the job in question.
4. Summarize your findings in the Job summary section.

Job summary

Job title Data Analyst

Translate data sets to identify trends, patterns, and inform actionable insights for business decisions by developing
Job purpose
and maintaining data collection and analysis processes.

Uncover insights by analyzing data from databases, surveys, and web traffic. Prepare data for analysis, handle
Job functions errors, and use statistical techniques. Create visualizations to communicate findings, collaborate with stakeholders,
and develop reports. Maintain data pipelines or databases for future use.

Proficiency in Excel and SQL, along with strong analytical skills, is essential for data analysis and visualization in
Job requirements
various data analysis tools.

Experience in a specific industry (finance, marketing, healthcare, etc.).

Job component Brief explanation Examples for the analyzed job

Things Physical objects and tools involved in the job Computer, statistical software, databases [Data Analyst Job

Data Information, facts, and figures the worker deals with Spreadsheets, reports, marketing data, customer data

People Interactions and communications with others Business managers, stakeholders, data engineers

Verify data against raw orders”; “Process payments within the

Cognitive skills and decision-making abilities Read and comprehend data. Use the ability to interpret and
Reasoning
required understand data from various sources

Maths Numerical and quantitative skills needed Strong analytical and problem-solving skills
 Ability to read, write, and communicate effectively
Language Excellent communication skills
in the context of the given job