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Conducting a SWOT Analysis Workshop Checklist

Checklist ensures effective use of the strategic planning SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis business tool.
 
  • Mark all that apply.
    • Is the subject and scope of your SWOT Analysis defined? The subject can be an entire organization, a project, a process, or even a person.
    • Are the appropriate stakeholders going to be involved in the SWOT Analysis? For example, is cross-functional representation required from different areas of the organization?
    • Has the necessary research and data collection been completed on the strengths, weaknesses, opportunities, and threats related to your subject to support discussions?
    • At the start of your workshop have you outlined the objectives for participants?
    • Have you established ground-rules and a clear agenda for the workshop?
    • Have you established an objective way to prioritize the SWOT items?
    • Have you established an appropriate way to make (group) decisions?
    • What are the internal Strengths of your subject?
    • What are the internal Weaknesses of your subject?
    • What are the external Opportunities for your subject?
    • What are the external Threats to your subject?
    • Have you captured the details to the four questions above in a way that supports the objectives of the workshop?
    • Have you discussed next steps and turned your SWOT Analysis into next steps such as strategic decisions and/or actions?
     
    For further help running a successful workshop, see also Pre-Meeting Checklist and Meeting Checklist