Conducting a SWOT Analysis

(a program which is to be evaluated)

The SWOT analysis lets you focus on specific areas and discover
actions that can help build on strengths, minimize or eliminate
weaknesses, maximize opportunities, and deal with or overcome threats.

Date of analysis:
What is being analysed:

Internal Analysis
List factors inherent to what is being analyszed, such as the competencies of your group.
Strengths (puncte tari) Ideas for building on these
strengths

Weaknesses (puncte slabe) Ideas for minimizing or

repairing these weaknesses

External Analysis
List factors external to what is being analyzed, such customer needs or marketplace trends
Opportunities Ideas for investigating or
taking advantage of these
opportunities

Threats (amenintari) Ideas for minimizing or

overcoming (invingere) these
threats
 Worksheet for Developing an Action Plan
Use this tool to develop an action plan for a strategic initiative that your group is implementing
Program name:
Program manager:
Priority issues:
Objectives and metrics:
Resources:
Action Steps Required
Task to be done Person responsible Due date
Interloks Required
Task to be done Group/division/person Due date
responsible

Impact Estimate
Year 1 Year 2
Revenue:
Sales:
Gain:
Profit:
Cost savings:
Total:
Cost:
Expense:
Capital addition:
Working-capital
changes:
Net results:
Cash flow:
Present value:
Profitability:
People:
Number:
Time required:
Special skills:
 Objectives from Key Result Areas
Objectives for each of your key result areas (KRAs). Objective should be SMART – Specific,
Measurable, Achievable, Realistic, and Time-bound
Key result area Measures Objectives
Example: cost  Cost per unit  Decrease cost per
 Units sold per unit by 10 percent
employee per year in 2004
 Increase units sold
by 5 percent per
employee by 2006

KRAs = those areas where the company must achieve superior

results to execute long-term strategy;

Procesul de planificare strategica – 5 pasi

1. Analiza factorilor interni si externi;

2. Analiza SWOT;
3. Draft probleme prioritare;
4. Dezvoltare high-level planuri de actiune;
5. Finalizare plan.

1.A. Factori externi:

- Piata: segmentare, necesitati clienti, avantaje competitive;
- Tehnologia: comert electronic, alte dezvoltari tehnologice;
- Legislatia: noi legi, control legislativ, reglementari, interventii
guvernamentale;
- Parteneriate: aliante cu firme externe, vanzatori/furnizori, asociatii
business;
- Cultura:etica angajatilor.
1.B. Factori interni:
- Competente: capital, expertiza, abilitati/calificare pentru obtinere
performanta superioara;
- Procese: procese necesare pentru business si pentru avantaj
competitiv;
- Masuri financiare: istoric, prognoza, analize portofoliu, “return of
assets”;
- Key result areas: istoricul performantelor companiei in domeniul
inovarii, satisfactia clientilor, retentia angajatilor, rezultatele operarii;
- Management: cum determina compania responsabilitatile, delegarea
deciziei, folosire echipe, recompensa performanta;
- Cultura organizationala: valori, atitudini, increderea angajatilor in
organizatie.

Componentele planului de actiune

a. Probleme prioritare;
b. Obiective si metrici: “If you can’t measure it, you can’t manage
it.”;
c. Pasi: cine?, ce?, cand?;
d. Resurse;
e. Conexiuni;
f. Estimare impact: anticipare costuri si venituri potentiale ale
proiectului.
 Corporate Strategy

Business Development
Marketing Finance

Quality Control Design &

Product
& Process
Development
Manufacturing Engineering

Purchasing & People

Supply Management
 Information

1. Where 2. Are we
are we successful?
now?

Monitoring/Evaluation

Analysis

PLANNING
CYCLE
5. Are we 3. Could
getting we do
there? better?
Targets

4. How can Objectives

we get
there?

Stages of business planning:

a. Planning;
b. Finance;
c. Implementation;
d. Monitoring.
 CORPORATE STRATEGY

Expectation
s,
Objectives
& Power

The Resource
Environment s

Strategic
Analysis

Selectio
n
Generati Resourc
on of e
Options Planning

Evaluation Strategic Organisatio

of Options Choice Strategy
n Structure
Implementation

People
&
Selectio Systems
n of
Strategy