Report Templates: SWOT Analysis

Last updated on July 16, 2024

This article provides an overview of the SWOT report template and analysis model available in the InfoDesk platform's reporting module.

About SWOT Analysis

A SWOT Analysis report is a strategic tool used to assess the Strengths, Weaknesses, Opportunities, and Threats facing an organization. Strengths and weaknesses are internal factors such as employees, products, brand, and capacity. Opportunities and threats emanate from external factors such as market development, competitors' capabilities, and technology development.

SWOT analysis is commonly utilized as a tool to analyze a business's current situation. It is beneficial when developing a business plan or strategy to achieve the organization's goals. Conducting a SWOT analysis should be a part of strategic planning and, ideally, should be done at least once a year.

Using the SWOT analysis report template

Prepare the SWOT analysis by creating a Workspace where you prepare posts and summaries that constitute strengths, weaknesses, opportunities, and threats. Invite experts from your organization to the workspace so they can contribute with their insights on internal strengths and weaknesses. Add posts from Search that represent external opportunities and threats and process them in the workspace.

You can also gather a selection of experts from different parts of the organisation and together brainstorm a number of strengths, weaknesses, opportunities, and threats, which you can then edit after the brainstorming.

Evaluate strengths, weaknesses, opportunities, and threats and position the summarized posts in the matrix using the analysis model. Add fields to deepen the analysis or to add your comments and reflections. Suggest actions where you find the biggest strengths, weaknesses, opportunities, and threats.
Summarize the result and suggest actions needed to achieve the organization's goals.

Template Specifications

Columns = 2

Activated settings:
1. Show matrix label on posts
2. Enable report strategies on posts
3. Show trend icon on posts

Matrix Sections = 4
1. High Strategic Impact/Low Urgency
2. High Strategic Impact/High Urgency
3. Low Strategic Impact/Low Urgency
4. Low Strategic Impact/High Urgency

X-axis: Urgency
Y-axis: Strategic Impact

Fields: Strategic Advice, Consequences

User Access: The report module with report templates is available for Superusers.