Strategy and analysis

SWOT Analysis

Rank the strengths, weaknesses, opportunities and threats facing your team or initiative.

What the framework is

A SWOT analysis sorts what you know about an organisation, project or plan into four boxes. Strengths and weaknesses are inside: things you control. Opportunities and threats are outside: things you don't. The value isn't the four lists. It's agreeing which few items in each box actually matter.

What the result looks like

EXAMPLE
What are the most important factors in our three-year strategy?

Strengths

Win rate
01
Loyal customers
83%
20 Wins · 4 Losses
02
Experienced team
42%
10 Wins · 14 Losses
03
Strong brand
25%
6 Wins · 18 Losses

Weaknesses

Win rate
01
Slow product releases
71%
17 Wins · 7 Losses
02
Reliance on one market
50%
12 Wins · 12 Losses
03
Ageing systems
29%
7 Wins · 17 Losses

Opportunities

Win rate
01
Growing demand online
63%
15 Wins · 9 Losses
02
New export markets
54%
13 Wins · 11 Losses
03
Public funding
33%
8 Wins · 16 Losses

Threats

Win rate
01
New competitors
79%
19 Wins · 5 Losses
02
Rising costs
46%
11 Wins · 13 Losses
03
Regulation changes
25%
6 Wins · 18 Losses

When it earns its place

Use it at the start of a strategy cycle, before a funding bid, when a team takes over a project, or at an annual review. It describes one situation; it doesn't choose between options. To choose, use multi-criteria analysis.

Most SWOTs fail the same way. The wall fills with forty sticky notes of equal weight, and the loudest voice decides which get discussed. Ranking inside each box fixes that.

How to run it with a group

  1. Before the session, list the candidate items in 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 four sections one at a time: strengths first, then weaknesses, opportunities and threats. In each section, they compare items two at a time and pick the one that matters more.
  3. Run it live, leading the room one section at a time, or self-paced: show the code so the room answers at once, or send the link and give people a few days.
  4. Discuss the top three in each box first. Then look at items some people put first and others last: that's where the real disagreement sits.
  5. Pair your top strengths with your top opportunities. That pairing is your draft strategy.

Answer a short example

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