Chapter Five
Chapter Five
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Job Analysis and the DACUM Process: Documenting What People Do in the
Workplace for Human Resource Development
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Ronald L. Jacobs
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Of all work analysis techniques, HRD professionals are most likely familiar 3
with job analysis. The term job analysis is commonly used in organizations, 4
though its precise meaning may differ across individuals. For some, the term 5
job analysis encompasses all work analysis activities. On more than one occa- 6
sion, I’ve heard a manager say something like “We should do a job analysis so 7
that people will know how to operate the new equipment”. In actuality, con- 8
ducting a job analysis would result in much more information than what is 9
required to achieve this particular goal. And job analysis may not provide all 10
the details to help the operators perform the new work. Task analysis would 11
be the technique that would more accurately address this request. 12
For others, the term job analysis represents a way of determining what 13
information is required to help recruit and select new employees. In fact, the 14
use of job analysis in this way is more closely associated with the responsibili- 15
ties of a human resource professional, not an HRD professional. When HRD 16
professionals hear the term job analysis referred to in so many ways, they are 17
often uncertain of what it means in terms of their own areas of practice. This 18
chapter seeks to provide a clear understanding of job analysis, with a focus on 19
the well-known job analysis technique called Developing a Curriculum 20
(DACUM). DACUM has been used on a global basis across many different 21
situations. 22
23 Job Analysis
24 As defined in Chap. 1, job analysis is one of the major techniques that are part
25 of work analysis. In general, job analysis is the technique to use when there is
26 a need to provide information about a defined job as it exists in a specific
27 workplace context. A job analysis can result in all or part of the information
28 listed below, depending on the goals and scope of the project:
29 • Job title and job description, which provides a high-level overview of the
30 position, the day-to-activities of people in the job, and the workplace envi-
31 ronment in which the job is performed
32 • Broad areas of responsibility or duties within the job
33 • Units of work or tasks within each of the duties
34 • Prerequisite areas of knowledge, skills, and attitudes required to do the
35 work
36 • General quality requirements related to the work
37 • General safety requirements related to the work
38 • Various resources that are used as part of the job
39 • Additional information that would enable an individual to be successful in
40 the job
41 A scan of this list suggests the potential usefulness of job analysis. In prac-
42 tice, some job analysis projects might not document all of this information.
43 The intended use of the information will determine which aspects will be
44 included in the job analysis.
45 For instance, a regional bank in the Midwest shifted its strategic focus so
46 that it can begin to offer extended customer services within each branch office,
47 through the job called personal banker. As a result, the bank undertook a
48 comprehensive job analysis of the major responsibilities and specific units of
49 work within this newly identified constituted job. The job analysis also
50 included information about the educational prerequisites of the job. The
51 results of the job analysis were used in a number of different ways, including
52 the design of a training program, a coaching program to be delivered by
53 branch office managers, and the content of the performance review document
54 to be used by the managers at each branch.
55 It should be noted that the job analysis was conducted on a job that essen-
56 tially did not formally exist in the bank, though managers were already per-
57 forming some aspects of it. The job was being established for the first time. As
58 a result, the job analysis focused on what management envisioned the job
59 should entail in the future, not what it currently looked like. Most job analysis
Job Analysis and the DACUM Process 65
flipchart sheets. Anyone who has had experience with DACUM, or has 138
conducted a search on the Internet on the topic, will almost immediately be 139
able to find photographs of a DACUM panel and facilitator, with the walls of 140
the meeting space filled with ideas about the duties and tasks for each duty. 141
Using sticky posts and flipchart sheets have almost become synonymous with 142
the DACUM technique. 143
Figure 5.1 presents the pages of an abbreviated example of a DACUM 144
chart, and presents the names of the SMEs, the analysts, the duties of the job, 145
the associated tasks for each duty, the perquisites necessary for performing the 146
job, the resources used when performing the job, and some of the future 147
trends. The example provides an overall view of how a job analysis report 148
would appear at the end of the process. Some job analysis charts present the 149
required characteristics of the individuals performing the job, but this infor- 150
mation can be considered as individual competencies, and represents a 151
separate set of data gathering. The information on a typical DACUM chart 152
includes the following: 153
207 A review of this list suggests that most of the requirements for being an
208 effective DACUM facilitator are similar to those of being a group facilitator
209 in general. The one exception is the last point on the list, an understanding of
210 the meaning of the verbs used for the duty and task statements. The selection
211 of the verbs may seem relatively unimportant within the context of the entire
212 process. But, in fact, the selection of the verbs is a critical part of the facilita-
213 tor’s contribution to the DACUM process. While the facilitator is usually
214 content-free, the facilitator should have a clear sense of the meaning of the
215 verbs that will be used for the duty and task statements.
216 In this sense, Table 5.2 presents a list of commonly used verbs and their
217 definitions. As stated, the facilitator should help guide the SMEs in identify-
218 ing the verbs that best match the intent of the duty and task statements. The
219 importance of doing this often reveals itself during the process when the facil-
220 itator is seeking to help the panel reconcile the duty statement with the vari-
221 ous tasks, and perhaps more importantly when the task statements are being
222 used for a specific purpose later on. For instance,
223 In my experience, I have found visualization skills to be helpful to ensure
224 the accuracy between the observed work behavior and the language used to
225 describe the work behavior. For many analysts in training, the ability to match
226 observations and language is a crucial ability for DACUM facilitators, and for
227 all analysts for that matter. In practice, the SMEs would seek guidance from
228 the facilitator to use the best language possible. As for facilitators, they should
229 be an expert in this ability.
230 The final aspect of conducting the job analysis is constructing a job descrip-
231 tion. In practice, there are several different approaches for writing job descrip-
232 tions, as evidenced by the wide differences that one might find in organizations.
233 HRD professionals seldom make use of job descriptions per se, since this
234 information is more likely used for purposes of recruitment, selection, and
235 compensation, which are usually not part of HRD practice.
Job Analysis and the DACUM Process 75
Adjust—to change something for the purpose of improving the product or process t2.2
of interest. The outcome often appears as a set of physical actions or verbal t2.3
behaviors. t2.4
Analyze—to study a situation or a problem, to separate take something apart and t2.5
look at the relationships. The outcome often appears as a report or a presentation. t2.6
Assemble—to collect or gather things in a predetermined order, to put something t2.7
together. The outcome often appears as a tangible object. t2.8
Assign—to give specific responsibilities to someone else to perform. The outcome t2.9
often appears as a memo or a set of verbal instructions. t2.10
Attach—to bind, fasten, or connect things together. The outcome often appears as t2.11
an object or thing. t2.12
Attend—to participate in some event. The outcome often appears as verbal t2.13
comments such as during a meeting. Merely being present at a meeting is not t2.14
sufficient. t2.15
Audit—to examine or review a situation, condition, or set of practices. The outcome t2.16
often appears as a report or a presentation. t2.17
Build—to put something together, often of a large or complex nature. See t2.18
Assemble. The outcome often appears as a physical object (product) or the actions t2.19
to perform the task (process). t2.20
Calculate—to use mathematical formulas to derive a result from a set of numbers. t2.21
The outcome often appears as a report or representation. t2.22
Check—to examine or inspect a product or a process. The outcome often appears as t2.23
an inspection report that includes the inspection points, steps, criteria for each t2.24
inspection point, and the overall rating. t2.25
Collect—to gather facts or data. The outcome often appears as information t2.26
presented in a document. t2.27
Compose—to make up something that seems original or novel. The outcome often t2.28
appears as a plan or some other entity that required some original thought. t2.29
Conduct—to carry out something, to lead others in doing something. The outcome t2.30
often appears as an observable set of actions or documents. t2.31
Consult—to seek the advice of others. The outcome often appears as a meeting t2.32
with a document as a result. t2.33
Control—to exert power over something, to guide something toward a set of t2.34
behaviors. The outcome usually appears as a set of actions or documents. t2.35
Coordinate—to bring two or more actions or conditions into alignment, to take into t2.36
consideration a set of conditions and bring them to a conclusion. The outcome t2.37
often appears as a set of behaviors or documents. t2.38
Decide—to decide among options, based on a set of decision conditions, each of t2.39
which varies in some way. The outcome often appears as a set of verbal t2.40
statements or documents. t2.41
Delegate—to assign a set of responsibilities to someone else to achieve an objective. t2.42
The outcome often appears as a set of verbal behaviors or a document. t2.43
Design—to consider a set of specifications and constraints, in combination with a set t2.44
of ideas for the purpose of achieving a goal. The outcome often appears as a plan, t2.45
presentation, or report. t2.46
Determine—to make a decision, see Decide. t2.47
Develop—to facilitate the progress of some activity or event that changes over a t2.48
period of time, similar to Design but with a changed emphasis. The outcome often t2.49
appears as a plan, presentation, or report. t2.50
(continued)
76 R. L. Jacobs
t2.51 Disassemble—to take something apart. The outcome often appears as an object or
t2.52 thing in its separate parts.
t2.53 Discuss—to exchange ideas that lead to a conclusion or result of some kind. Discuss
t2.54 would not be appropriate without the result. The outcome often appears as a
t2.55 decision made or some set of information.
t2.56 Ensure—to make certain that something is in place, or an occurrence of some kind
t2.57 takes place. See Check, Inspect. The outcome often appears as a physical action or
t2.58 set of observable behaviors judged against a standard.
t2.59 Enter—to place information or data from one location to another location. The
t2.60 outcome often appears as a set of physical actions.
t2.61 Evaluate—to examine something carefully based on a referent or set of standards.
t2.62 The outcome often appears as a report, memo, or presentation.
t2.63 Identify—to find a set of possible choices that meet a set of criteria. The outcome
t2.64 often appears as a set of verbal behaviors, a plan, or a report.
t2.65 Implement—to put a plan, project, or design into action following phases of a
t2.66 process. The outcome often appears as a document or set of verbal behaviors.
t2.67 Inspect—See Check.
t2.68 Install—to put something into place, to put a component onto a larger object. The
t2.69 outcome often appears as a completed physical action and possible verbal
t2.70 behaviors.
t2.71 Manage—to exert control over a set of events or the efforts of others to achieve a
t2.72 result. The outcome often appears as a set of verbal behaviors or a document.
t2.73 Negotiate—to use a process involving others to reach agreement on an issue or area
t2.74 of concern, based on an understanding of the advantages and disadvantages of
t2.75 the positions. The outcome often appears as the use of verbal behaviors in using a
t2.76 specific process.
t2.77 Perform—to carry out something, to act, to accomplish something. The outcome
t2.78 often appears as a set of physical or verbal behaviors.
t2.79 Plan—to undertake a process or set of events that will lead to an outcome of some
t2.80 kind. The outcome often appears as a document or presentation.
t2.81 Prepare—to put together elements as a means to get ready to do something else.
t2.82 The outcome often appears as a set of physical actions, verbal behaviors, or a
t2.83 document.
t2.84 Provide—to give something to another person or group, for the purpose of them
t2.85 acting on what is given. The outcome often appears as a document, verbal
t2.86 behaviors, or physical actions.
t2.87 Recognize—to single out a person or group for performance that is beyond the
t2.88 average or commonplace. The outcome often appears as a set of observable
t2.89 behaviors.
t2.90 Review—to examine something, usually with the intent to approve or dissent, to
t2.91 analyze the components of something. The outcome often appears as a document
t2.92 or presentation.
t2.93 Revise—See Adjust.
t2.94 Schedule—to consider more than one variable from which a time line or set of
t2.95 arrangements can be made. The outcome often appears as written document, a
t2.96 plan, or a report.
(continued)
Job Analysis and the DACUM Process 77
Shut down—to make a piece of equipment stop operating. The outcome often t2.97
appears as a set of physical behaviors. t2.98
Select—to pick out which option or possibility among the identified ones best meets t2.99
the established criteria. The outcome often appears as a physical action, verbal t2.100
behavior, or written document. t2.101
Solve—to address a problem and derive a solution, see Troubleshoot. The outcome t2.102
often appears as a set of cognitive behaviors followed by observable actions. t2.103
Start up—to make a piece of equipment begin to operate. The outcome often t2.104
appears as a set of physical behaviors. t2.105
Supervise—to oversee an activity done by others, to lead others in doing something, t2.106
all of which focuses on achieving a result. The outcome often appears as verbal t2.107
behaviors or physical actions. t2.108
Train—to deliver a set of training materials using a planned process. The outcome t2.109
often appears as a set of observable behaviors. t2.110
Troubleshoot—to identify the problem situations, the likely causes, and the actions t2.111
to take to address the problem situations. The outcome often appears as a set of t2.112
physical actions, verbal behaviors, or documents. t2.113
Verify—to prove something to be accurate, to test something, to check the accuracy t2.114
of something. The outcome often appears as a set of physical actions, verbal t2.115
behaviors, or documents. t2.116
The following example shows the relationship between a description and 236
the duties of a job. 237
As shown in the example, job descriptions should not simply summarize 254
the duties, as many job descriptions seem to do. In their most basic form, job 255
descriptions might have the following three-sentence format. The first sen- 256
78 R. L. Jacobs
264 In many instances, job descriptions are mistakenly written upfront, before
265 engaging in the job analysis process. In practice, this approach seems difficult,
266 unless there are previous documents that can be reliably referred to that pro-
267 vide information about the job. More logically, job descriptions should be
268 prepared after the job analysis is conducted, once there is a more comprehen-
269 sive understanding of the job. The duties often provide critical information
270 for formulating the job description.
271 Comment
272 This chapter introduced how to conduct a job analysis, with a specific focus
273 on using the DACUM technique. The DACUM technique has been used in
274 a wide range of situations to document the components of a job in a particu-
275 lar workplace context. At least one issue should be emphasized about job
276 analysis. That is, while most job analyses provide much important informa-
277 tion, it should be noted what in fact they don’t provide. Most importantly, job
278 analysis, especially when DACUM is used as the method, does not in itself
279 provide information about the behavioral components of tasks, which repre-
280 sent an important set of information in many organizations. That is, the spe-
281 cific work behaviors that comprise the task statements.
282 Identifying the component behaviors of tasks requires the use of another work
283 analysis technique, called task analysis, which will be addressed in Chap. 6. The
284 realization that most job analyses do not provide this additional information
285 often comes as a surprise to many HRD practitioners and managers. They mis-
286 takenly believe that job analysis provides all the information required to design a
287 training program or some other HRD program. As will be noted in the following
288 chapter, task analysis requires a unique set of analyst skills different than those of
289 job analysis.
Job Analysis and the DACUM Process 79
Reference 303
Norton, R. E., & Moser, J. (2008). DACUM handbook (3rd ed.). Columbus, OH: 304
Center on Education and Training for Employment, The Ohio State University. 305
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