Action Planning with SWOT Analysis

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Identification
Level of process: 
Application
Method category: 
Intent or purpose: 
To have a group devise a considered action plan to respond to a specific situation. This will be achieved by having them: Conduct a thorough analysis of the situation focusing on how the organisation is positioned in terms of its strengths, weaknesses, opportunities and threats (SWOT) with respect to the situation; From the SWOT analysis, identify and agree the interests, objectives and approach before identifying actions. List priorities and schedule actions that best meet the interests, objectives and approach.
Used as component of: 
With a group who have been brought together to develop a response to a specific situation.
Howto
Level of participation: 
High group members are expected to identify and record allelements of the analysis and the plan, ideally hands-on. Individualswill also be expected to commit to owning actions and toresourcing them.
Potential Pitfalls: 
Expert the facilitator will need to ensure the group does notidentify actions or solutions too early, before the analysis is complete. Consensus will need to be managed as well as assigningownership of actions.
Level of Difficulty to Facilitate: 
Facilitation skills required
Setting and Materials: 
A room with large, clear wall space is needed for wallcharts, flip charts and the display of laptop images (ifbeing used).Arrange chairs in a semicircle facing the main wall thatdisplays the SWOT and timeline wall charts. No tablesbetween the participant chairs and the wall charts.
Resources Needed: 
- Pre-drawn, large scale SWOT grid wall chart, - Pre-drawn, large scale timeline wall chart with blank columns for generic or calendar timescales - Post-it notes, cards or paper sheets for the participants to record items on the SWOT matrix or the timeline - Optional laptop, LCD projector, project planning software (e.g. Mindjet Mind Manager and MS Project See Action Plan step below) - Adhesive tape, BluTak or pins for participants to attach notes to wall charts - Pens or markers for participants
Pre-Work Required: 
Background research into the organisation and the situationto be addressed<br>- Briefing of attendees<br>-Preparation of wall charts<br>
Procedures: 

See the file attacted at the end of the method for the procedures.

How flexible is the process?: 
very
File attachments: 
AttachmentSize
PDF icon SEPTEMBER_2007.pdf614.81 KB
Background
Developer: 
Steve Rothwell, Elstar Professional Facilitation
References: 
Steve Rothwell, Elstar Professional Facilitation (Elstar Consulting Ltd.) Steve.rothwell@elstar-consulting.com
License Model: 
Free (or unattributable)
Suppliers
Creators: 
Trainers: 
Namesort descending City Country
1 UpSideUp - Daniel Perdigão CARNAXIDE Portugal
Best Principled Solutions LLC West Chester United States
CFI Syllab Inc. Montreal Canada
Helen J. Wythe & Associates Winnipeg Canada
LEADERSHIP INC Shenzhen China
Consultants: 
Namesort descending City Country
1 UpSideUp - Daniel Perdigão CARNAXIDE Portugal
Best Principled Solutions LLC West Chester United States
CFI Syllab Inc. Montreal Canada
Dynamic Vision Consultanting PORT ELIZABETH South Africa
Helen J. Wythe & Associates Winnipeg Canada
LEADERSHIP INC Shenzhen China
Making Space Consulting East Lyme United States
mind@work Den Haag Netherlands
Online: 
Supporters: 
Namesort descending City Country
Best Principled Solutions LLC West Chester United States
ICA Associates, Inc. Toronto, Ontario Canada