SWOT Analysis Job Aid

NOTE: There is no prescribed template. The below is but one example.

Steps:
1) The group elects a leader who can keep things moving and on track, and a scribe, or have
the leader service as scribe.
2) Record the analysis on a large tablet or whiteboard for the whole group to see.
3) [optional] You could, if your group is large, divide into smaller breakout groups, or follow
these steps as one large group.
4) [optional] Have each group designate a recorder, and direct them to create a SWOT
analysis in the format you choose: a chart, columns, matrix, etc.
a) Each group fills out strengths, weakness, opportunities, and threats for the business,
initiative, or effort.
b) This is brainstorming; refinement will come next.
c) Refine each category to the best 10 or less.
5) Reconvene the whole group to share results. The scribe records so all can see.
a) Proceed in order, recording strengths first, weaknesses second, etc.
b) Or start with the top priorities in each category--e.g., the strongest strength, most
dangerous weakness, biggest opportunity, worst threat--and work across each category.
c) Vary which group begins the report the same group isn't always at the end of the
category.
6) Discuss the results:
a) Come to consensus about the most important items in each category
b) Relate the analysis to your business or group vision, mission, and goals
c) Translate the analysis to action plans and strategies
7) If appropriate, prepare a written summary of the SWOT analysis disseminate for continued
use in planning and implementation.

Resource:

Renault, V. (2017). SWOT analysis: strengths, weaknesses, opportunities, threats. Community

toolbox. Retrieved from: http://ctb.ku.edu/en/table-of-contents/assessment/assessing-
community-needs-and-resources/swot-analysis/main.