Does Your Client’S Strategic Plan Give Them The Competitive Edge?

A situational analysis (SWOT) analyses four key areas of a client’s business: strengths, weaknesses, opportunities, and threats. Strengths (S) and Weaknesses (W) focus on internal factors, while Opportunities (O) and Threats (T) concern external or environmental factors. Effective strategic planning requires a comprehensive analysis of each of these areas.

This SWOT analysis form provides guidelines and questions to help your client. It also allows you to quantify your client’s current strategic position. You can use the baseline score at the next planning session to measure improvement and changes in the external environment. All questions in the form need to be answered for a complete SWOT analysis. Once you have a baseline, the planning process will become simpler as you can measure and quantify change.

Get the downloadable PDF here:

How To Play

  • Step 1: View Your Selected Cards
    The 15 cards you chose in the first quarter are displayed on the screen.
    Step 2: Refine Your Selection
    Click on the 5 values that you feel are most essential out of your 15 selected cards.
    You must reduce your selection to exactly 5 cards to proceed.
  • Step 3: Reselect (Optional)
    You can change your selection at any time by unclick and clicking on different cards before proceeding.
  • Step 4: Proceed to the Next Stage
    Once you have selected 5 cards, click the “Next” button to continue to the next quarter.

How To Play

  • Step 1: View the Card
    All 40 cards are displayed on the screen, each with a title and description.
  • Step 2: Make Your Selection
    Click on the cards that represent values important to you.
    You need to select exactly 15 cards to continue.
  • Step 3: Reselect (Optional)
    You can change your selection at any time by unclick and clicking on different cards before proceeding.
  • Step 4: Proceed to the Next Stage
    Once you have selected 15 cards, click the “Next” button to proceed to the next quarter.