Strategy and analysis

SOAR Analysis

Rank the strengths, opportunities, aspirations, and results shaping your strategy.

What the framework is

SOAR is a strategy framework in four sections: Strengths, Opportunities, Aspirations and Results. It grew out of appreciative inquiry as a counterpart to SWOT that starts from what works and where people want to go, rather than from weaknesses and threats. Aspirations describe the future people want; Results are the measures that would show it is happening.

What the result looks like

EXAMPLE
What should our strategy build on?

Strengths

Win rate
01
Trusted by customers
83%
20 Wins · 4 Losses
02
Creative team
42%
10 Wins · 14 Losses
03
Strong partnerships
25%
6 Wins · 18 Losses

Opportunities

Win rate
01
New digital services
71%
17 Wins · 7 Losses
02
Growing sector
50%
12 Wins · 12 Losses
03
Partner referrals
29%
7 Wins · 17 Losses

Aspirations

Win rate
01
Best place to work in the region
63%
15 Wins · 9 Losses
02
Double our reach
54%
13 Wins · 11 Losses
03
Carbon neutral operations
33%
8 Wins · 16 Losses

Results

Win rate
01
Customer satisfaction
79%
19 Wins · 5 Losses
02
Staff retention
46%
11 Wins · 13 Losses
03
Revenue growth
25%
6 Wins · 18 Losses

When it earns its place

Use it for strategy days, team away days, a new project's kick-off, or with groups that a SWOT would turn into a list of complaints. It suits organisations that want buy-in to a direction as much as an analysis.

The trap is staying positive and vague. "Be the best" is not an aspiration anyone can act on, and a result that cannot be measured will not be. Ranking inside each section forces the group to say which few matter most.

How to run it with a group

  1. Before the session, collect candidate items for each of the four sections. Five to eight per section is plenty; merge duplicates first.
  2. Participants do not need an account to respond. They work through the sections one at a time, comparing items two at a time and picking the one that matters more.
  3. Read the top items in each section. Pair the top strengths with the top opportunities, and check that each top aspiration has at least one result that would measure it.

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