SWOT Analysis

on ____________________ (organisation name or product/ service/ project)

Company/ Organisation Background/ situation

______________________________________________________________

______________________________________________________________

______________________________________________________________

(usual business partners, relationships, channels to market, assumptions etc…)

Date of SWOT Analysis ____/____/20__

Internal Under each of Strengths (PRIMO-F) Weaknesses (PRIMO-F)

Factors the PRIMO-F factors  People  People
list the relevant  ___________________  ___________________
Strengths and  ___________________  ___________________
Weaknesses.  ___________________  ___________________
List the Opportunities  ___________________  ___________________
and Threats from  Resources  Resources
your PESTLE analysis  ___________________  ___________________
below.  ___________________  ___________________
 ___________________  ___________________
Next consider the  ___________________  ___________________
combination of these  ___________________  ___________________
factors, generate  Innovation & Ideas  Innovation & Ideas
some options or  ___________________  ___________________
 alternative strategies  ___________________  ___________________
for action.  ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Marketing  Marketing
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Operations  Operations
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Finance  Finance
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
External Opportunities (PESTLE) Threats (PESTLE)
Factors  Political  Political
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Economic  Economic
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Sociologically  Sociologically
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Technologically  Technologically
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Legal  Legal
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 Environmental  Environmental
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 ___________________  ___________________
 PESTLE Analysis on
____________________(Organisation name)

Date of Analysis ____/____/20__

Who was involved ___________ ___________ ___________ ___________ ___________ ___________

PESTLE Analysis factors Your notes Potential Implication and importance

Impact:
The list below is just to get you started. About your H – High Time Type: Impact: Relative
Remember to put these , and others that organisation. M – Medium Frame: Positive + Increasing > Importance
you add in the context of your How might the 0-6 Critical
organisation or business. factors listed on L – Low months Negative – Unchanged =
For example if you are a small private the left impact Important
company the behaviours of a BP / Tesco your business U – 6-12 Unknown Decreasing <
or a large international player may well or part of the Undetermined months Un-important
impact on you. organisation?
Unknown
12-24 Unknown
If you are a local authority, government months
changes will change your priorities. In
the NHS changes to treatments and 24 +
public attitudes will also impact etc. months

Political
Trading policies

Funding, grants and initiatives

Home market lobbying/pressure groups

Local authority rules/ local bylaws etc

International pressure groups

Wars and conflict

Government policies

Government term and change

Elections

Inter-country relationships/attitudes

Terrorism

Political trends

Governmental leadership

Government structures

Internal political issues

Shareholder/ stakeholder needs/
demands

Others include:

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Economic
Home economy situation

Home economy trends

Overseas economies and trends

General taxation issues

Taxation changes specific to

product/services

Seasonality/weather issues

Market and trade cycles

Specific industry factors

Market routes and distribution trends

Customer/end-user drivers

International trade/monetary issues

Disposable income

Job growth/unemployment

Exchange rates

Tariffs

Inflation

Interest and exchange rates

Consumer confidence index

Import/export ratios
Production level

Internal finance

Internal cash flow

Others include:

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Social
Consumer attitudes and opinions

Media views

Law changes affecting social factors

Brand, company, technology image

Consumer buying patterns

Major events and influences

Buying access and trends

Ethnic/religious factors

Advertising and publicity

Ethical issues

Demographics (age, gender, race, family

size,)

Lifestyle changes

Population shifts

Education

Trends

Fads

Diversity
Immigration/emigration

Health

Living standards

Housing trends

Fashion & role models

Attitudes to work

Attitudes to people doing certain types of

work

Leisure activities

Occupations

Earning capacity

Staff attitudes

Management style

organisational culture

Changes to education system

Others include:

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Technological
Competing technology development

Research funding

Associated/dependent technologies

Replacement technology/solutions

Maturity of technology

Manufacturing maturity and capacity

Information and communications

Consumer buying
mechanisms/technology

Technology legislation

Innovation potential

Technology access, licensing, patents

Intellectual property issues

Global communications

Inventions

Innovations

New discoveries

Research

Energy uses/sources/fuels

Communications

Rate of obsolescence
Health (pharmaceutical, equipment, etc.)

Manufacturing advances

Information technology

Internet

Transportation

Bio-tech

Genetics

Waste removal/recycling

Email

M-learning

E-learning

Collaboration tools

Software changes

RSI

Others include:
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Legal
Current legislation home market

Future legislation

European/international legislation

Regulatory bodies and processes

Environmental regulations

Employment law

Consumer protection
Industry-specific regulations

competitive regulations

Others include:

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Environmental/ Ecological
Environmental issues

International

National

Local
Environmental regulations

Customer values

Market values

Stakeholder/ investor values

Staff attitudes

Management style

Organisational culture

Staff morale

Staff engagement

Global factors

EU based factors

Others include:

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