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

Alignment Analysis - Vision, Mission, Values

Get your team in alignment. Come together to determine and solidify your purpose, mission, goals, 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 missions and values.

Daily Standup

The meetings are usually no longer than 5 to 15 minutes, and take place with participants standing up to help keep the meeting short and to-the-point.

Eisenhower Matrix

Eisenhower Matrix helps you prioritize your time. You can use this framework to help manage your daily to do list.

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)

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 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 I've assembled a custom morning routine framework. My 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.

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.

One Page Memo

P&G one page memo helps you create a clear and concise summary

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.

Porter's Five Forces

A framework for understanding the forces that shape competition within an industry. The five-forces perspective is associated with its originator, Michael E. Porter of Harvard University. This framework was first published in Harvard Business Review in 1979.

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.

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.

The Weekly Check-In

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

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 Sales Meeting

Complete this ahead of the your weekly sales meeting to help identify key wins, goals, and blockers to discuss as a team during your weekly meeting. Each team member should list out their top 6 weekly wins, top 6 goals for the week, things that are blocking them, and topics they would like to discuss. The leader will update the key metrics on a weekly basis. HIGHLIGHTS: New opps created, Opps that moved up stage - how/why, Key meetings held - insights gained, Key meetings confirmed - approach used to land meeting LOWLIGHTS: What's blocking us in our sales process, What's blocking our customers from saying yes, Key objections, key challenges. GOALS: Opportunities we forecast to Stage change, New opportunities we are targeting for meetings, Our D.O,'s (desired outcomes) for scheduled meetings. OTHER: What training, product, marketing, external topic can/will we cover this week. METRICS: What are the KPI's we track to measure current and future performance