Preparation
01 · Define the focus
02 · Prepare materials
03 · Select participants
04 · Design a matrix
Step-by-step instructions
1
Introduction to SWOT
- Explain the purpose of the analysis and how each category contributes to a comprehensive view.
- Define the terms:
- Strengths: Internal aspects that create an advantage.
- Weaknesses: Internal factors that hinder success.
- Opportunities: External factors that can be leveraged.
- Threats: External risks that could have a negative impact.
2
Initial brainstorming
- Divide the group into small teams, assigning each a quadrant.
- Ask each team to reflect on their quadrant and write ideas on sticky notes or in a list.
3
Filling the matrix
- Gather each team's ideas and complete the overall matrix (on a board, large paper, or digital tool).
- Facilitate a dialogue to clarify and prioritize the most relevant ideas in each quadrant.
4
Interconnection of categories
- Collectively reflect on the relationships between categories:
- How can strengths mitigate threats?
- How can opportunities be leveraged using strengths?
- What weaknesses need to be addressed to take advantage of opportunities?
5
Strategy definition
- Encourage the group to propose concrete actions based on the analysis.
- Example: Develop a plan to enhance specific strengths or mitigate particular weaknesses.
6
Closing and follow-up
- Summarize the key conclusions and prioritize the proposed strategies.
- Establish an action plan with responsibilities and deadlines.
Materials
Large paper or whiteboards
Colored markers
Sticky notes for individual ideas
Practical recommendations
Clarity in categories
Ensure everyone understands the differences between the SWOT areas.
Active participation
Encourage all participants to share ideas, especially in more challenging categories like threats.
Prioritization
Allocate time to identify the most relevant ideas in each quadrant.
Documentation
Record the final matrix and proposed strategies for future reference.
