Does Your Client’S Strategic Plan Give Them The Competitive Edge?
Drive Engagement /Elicit Breakthrough /Reframe Performance /By HybridTeam.co
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.
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Disagree | Neither agree nor disagree | Agree |
|
|---|---|---|---|
We have cost and pricing advantages. |
Disagree |
Neither agree nor disagree |
Agree |
We are a recognized market leader. |
Disagree |
Neither agree nor disagree |
Agree |
We have the advantage of economies of scale. |
Disagree |
Neither agree nor disagree |
Agree |
We possess a strong set of skills. |
Disagree |
Neither agree nor disagree |
Agree |
We have a higher level of experience. |
Disagree |
Neither agree nor disagree |
Agree |
Disagree | Neither agree nor disagree | Agree |
|
|---|---|---|---|
We possess exclusive technology. |
Disagree |
Neither agree nor disagree |
Agree |
Our advertising campaigns are more effective than the competition. |
Disagree |
Neither agree nor disagree |
Agree |
We possess advanced technological/technical skills. |
Disagree |
Neither agree nor disagree |
Agree |
We have a strong ability to develop new products. |
Disagree |
Neither agree nor disagree |
Agree |
We have sufficient financial resources. |
Disagree |
Neither agree nor disagree |
Agree |
Disagree | Neither agree nor disagree | Agree |
|
|---|---|---|---|
We have a high level of competence. |
Disagree |
Neither agree nor disagree |
Agree |
Our management is highly competent. |
Disagree |
Neither agree nor disagree |
Agree |
We have carefully planned functional area strategies. |
Disagree |
Neither agree nor disagree |
Agree |
Our reputation with buyers is favourable. |
Disagree |
Neither agree nor disagree |
Agree |
We experience a moderate level of insulation from competitive pressures. |
Disagree |
Neither agree nor disagree |
Agree |
Disagree | Neither agree nor disagree | Agree |
|
|---|---|---|---|
We are facing internal operating problems. |
Disagree |
Neither agree nor disagree |
Agree |
Our product line is limited. |
Disagree |
Neither agree nor disagree |
Agree |
Our facilities are outdated. |
Disagree |
Neither agree nor disagree |
Agree |
Our overall costs are higher compared to our key competitors. |
Disagree |
Neither agree nor disagree |
Agree |
Our marketing skills are below average. |
Disagree |
Neither agree nor disagree |
Agree |
Disagree | Neither agree nor disagree | Agree |
|
|---|---|---|---|
We do not have the financial resources to implement necessary strategy changes. |
Disagree |
Neither agree nor disagree |
Agree |
Our market image is not strong. |
Disagree |
Neither agree nor disagree |
Agree |
We currently lack a definitive strategic direction. |
Disagree |
Neither agree nor disagree |
Agree |
Our track record in implementing strategy is not strong. |
Disagree |
Neither agree nor disagree |
Agree |
Disagree | Neither agree nor disagree | Agree |
|
|---|---|---|---|
We are not making progress in Research & Development. |
Disagree |
Neither agree nor disagree |
Agree |
Our profitability is below average. |
Disagree |
Neither agree nor disagree |
Agree |
There is a lack of essential skills or competencies. |
Disagree |
Neither agree nor disagree |
Agree |
There is a need for more managerial depth and talent. |
Disagree |
Neither agree nor disagree |
Agree |
No | Maybe | Yes |
|
|---|---|---|---|
The market is currently experiencing faster growth compared to previous periods. |
No |
Maybe |
Yes |
Sourcing or supply activities can be controlled through vertical integration. |
No |
Maybe |
Yes |
We can expand into related products. |
No |
Maybe |
Yes |
No | Maybe | Yes |
|
|---|---|---|---|
The reduction of trade barriers is increasing access to foreign markets. |
No |
Maybe |
Yes |
There are opportunities to enter new markets or market segments. |
No |
Maybe |
Yes |
Our rivals are becoming too comfortable. |
No |
Maybe |
Yes |
No | Maybe | Yes |
|
|---|---|---|---|
We can expand our product/service line to meet customer needs. |
No |
Maybe |
Yes |
Reducing regulatory requirements will simplify business operations for us. |
No |
Maybe |
Yes |
There are potential customer segments that we could cater to. |
No |
Maybe |
Yes |
No | Maybe | Yes |
|
|---|---|---|---|
The market is growing at a slower pace than our initial expectations. |
No |
Maybe |
Yes |
Buyers' needs and tastes are shifting in ways that diverge from our current expertise. |
No |
Maybe |
Yes |
Regulatory requirements are becoming increasingly burdensome. |
No |
Maybe |
Yes |
No | Maybe | Yes |
|
|---|---|---|---|
Entering this industry is straightforward due to low barriers to entry. |
No |
Maybe |
Yes |
There are changes in foreign exchange rates and/or trade policies. |
No |
Maybe |
Yes |
Foreign competitors with lower costs are entering the market. |
No |
Maybe |
Yes |
Our susceptibility to changes in the business cycle or recessions should be considered. |
No |
Maybe |
Yes |
No | Maybe | Yes |
|
|---|---|---|---|
Technology has the potential to disrupt this industry unexpectedly. |
No |
Maybe |
Yes |
The sales of substitute products are increasing. |
No |
Maybe |
Yes |
Our customers and/or suppliers are experiencing an increase in bargaining power. |
No |
Maybe |
Yes |
Demographic changes are affecting business in a negative way. |
No |
Maybe |
Yes |
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The Strategic Baseline is a tool that can be utilized during planning sessions to assess the level of change within the organization, evaluate improvements in strengths and weaknesses, and analyse the impact of the external environment on progress.



