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