SWOT Analysis | Templates & Examples

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SWOT Analysis

Evaluate your internal Strengths and Weaknesses and external Opportunities and Threats against your objective

Start with a Blank Project

Create lists of items, and manage your project, your way

Template Library - Featured

OKR Goals

OKRs are the core to execution for some of the most innovative and fastest growing companies - including Google, Linkedin, and Intel to name a few. The objectives tell us what we need to do next to achieve our vision. They should be qualitative. Key results "KRs" are quantitative, outcome based, and are the definitions of success for the objective. They define what success looks like and let us know if we are making progress.

Organization Mission

Get your organization in alignment. Come together to determine and solidify your purpose, vision, plan, and core values. Inspired by Jim Collins Core Ideology from his best selling book, Built to Last. Use this collaborative template to get your whole team involved in your company mission and values. Next, what is your current situation when it comes to this mission. Perform a SWOT Analysis.

Project Mission

Kick off your project by collaborating on defining a clear, inspiring, and ambitious project mission. Define the purpose, vision, plan, and values for this project. Next, what is your current situation when it comes to this mission. Perform a SWOT Analysis.

Role Mission

Solidify your role's purpose, vision, plan, and core values. Inspired by Jim Collins Core Ideology from his best selling book, Built to Last. Use this collaborative template to get the most of your role. Next, what is your current situation when it comes to this mission. Perform a SWOT Analysis.

Team Mission

Map out your teams purpose, vision, plan, and core values. Inspired by Jim Collins Core Ideology from his best selling book, Built to Last. Use this collaborative template to get the most of your role. Next, what is your current situation when it comes to this mission. Perform a SWOT Analysis.

The Alignment Plan

The Alignment Plan combines Purpose, Vision, Mission, Values with quarterly OKRs. It's anchored in a strong foundation built on purpose and values, and pushed forward by vision and mission. The objectives and key results are rooted in quarterly urgency and provide clarity on what you and your team are working on next to achieve the long-term vision.

Direct Report Goals for the Week

This is an email sent out each Monday by 10am to your direct reports communicating what your top focuses of the week will be. Ask them to add theirs as well. This template combines Ivy Lee's top 6 priorities with Mathilde Collin's weekly routine.

Gap Analysis

A method for comparing your current state with a future or desired state. It identifies the Gaps between current and future state and helps teams develop a set of actions to close the gaps. Teams will often use Gap Analysis to review current processes, products, market penetration, and develop specific action plans. For example, a team may have an objective of “Becoming a Solution Selling Organization." They would use Gap Analysis to 1) understand what their current state is, 2) define specifically what the future state of becoming a solution selling organization would require, 3) identify the Gaps, and 4) build an action plan to evolve from current to future state.

Lafley and Martin’s Five-Step Strategy Model

P&G CEO A.G. Lafley's leveraged a strategic framework to make strategy simple. "What Roger and I tried to do was to distill a simple but powerful approach to strategy that the two of us have seen work in 75 years of experience ... We tried to demystify this whole thing called business, distill it down to five choices for winning." "In order to be sustainable, an organization must seek to win in a particular place and in a particular way, translating the abstract happy future into defined winning aspirations." from the book the Game Changer.

MEDDPIC Enterprise Sales Qualification

MEDDPIC is an enterprise sales methodology based on qualification for B2B sales. Created by Dick Dunkel and Jack Napoli from PTC corporation. Today it is regarded as one of the most popular and successful sales qualification approaches in the industry.

Meeting Agenda

Better Meetings Start with Better Planning

Morning Routine

Over the last 5 years we've assembled a custom morning routine framework. Our goal was to create a 15 minute exercise to perform everyday while ordering a cup of coffee. It should be quick, but make you think holistically about the important areas of your life and bring balance, perspective, and focus to help make everyday productive. Use this template daily and list out everything that comes to mind.

PEST Analysis

Analyze your Political, Economic, Social, and Technological factors to stay ahead. A PEST Analysis is often used in conjunction with a SWOT Analysis to provide a macro look at external factors impacting a business objective. This includes looking at political, economic, social/cultural, and technological factors that could have impact on your business objectives. This includes looking at exchange rates, cultural norms, upcoming elections, population growth rates, and many more.

Pro & Con Analysis

A timeless method for analyzing an option or specific decisions. A more advanced way of doing a pros & cons analysis is to include two additional areas. First, look at how the stakeholders, those who will be impacted by this decisions, will be impacted. Second, look at the risks associated with this decision. How significant are these risks? do these risks help to drive the decision one way of the other?

Problem Solving Analysis

Solve problems together with a proven and structured method for working through root causes by focusing on the problem, cause, effects, and ultimately proposed solutions.

Sprint Retrospective

Analyze what went well, what went wrong, what could we do differently to improve

Stop, Start, Continue Analysis

A Classic format helping you look at what's working, not working, needed. A Stop, Start, Continue Analysis is a proven approach to collecting valuable feedback. Sometime referred to as Stop, Keep doing, Start Analysis - this method is used to collect feedback both at an individual level, as well as, a team level. Individuals will use stop,start,continue to ask peers for feedback on what they should stop doing, start doing, and continuing doing in order to fulfill their objectives. Leaders will often use this method to collect group feedback on how to better an organization.

SWOT Plan

The SWOT Plan is a SWOT Analysis that includes an action oriented strategic plan. It combines your mission, quarterly goals, key metrics, swot analysis, and 5yr priorities onto a single page. This magical plan brings strategy to life and leads to teams achieving outstanding outcomes.

V2MOM Plan

Marc Benioff, Co-founder and CEO of Salesforce, developed a process for setting annual goals called V2MOM. Vision, Values, Methods, Obstacles, Measures. Each year he creates a new V2MOM and shares it with the entire company. Each leader and every employee also creates and published their own annual V2MOM plan. If you are looking to drive tremendous scale, clarity, and focus - V2MOM might just be the solution for you.

Weekly Goals

The six most important things I must accomplish tomorrow, ranked in order of importance. Here are the five simple steps to following this routine: 1. Each Sunday create a new Weekly Goals and define your top 6 goals for the week in order of importance. At the end of each workday, write down the six most important things you need to accomplish tomorrow. Do not write down more than six tasks. 2. Prioritize those six items in order of their true importance. 3. When you arrive tomorrow, concentrate only on the first task. Work until the first task is finished before moving on to the second task. 4. Approach the rest of your list in the same fashion. At the end of the day, move any unfinished items to a new list of six tasks for the following day. 5. Repeat this process every working day

Weekly Update

What got done this week, what are our goals for next week, things that are blocking us. Plus anything else we should discuss.