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The SWOT analysis.
The SWOT analysis is a great framework to explore the advantages and disadvantages an organisation, department or individual has in a particular situation. Use the template below as a tool for collecting, summarising and prioritising areas of focus.
Go back to the CIPD fact sheet on SWOT - Go to the RapidBI page on SWOT
For more template formats visit our SWOT template page
To download this template as a file please visit our resources zone

External or Environment Scan - The PESTLE analysis.
The PESTLE analysis is a great framework to explore the environment in which an organisation operates. Use the template below as a tool for collecting, summarising and prioritising areas of focus.
| PESTLE Analysis on
____________________(Organisation name)
Date of Analysis ____/____/20__
Who was involved ___________ ___________ ___________ ___________ ___________ ___________
|
PESTLE Analysis factors |
Your notes |
Potential Impact: |
Implication and importance |
The list below is just to get you started. Remember to put these , and others that you add in the context of your organisation or business.
For example if you are a small private company the behaviours of a BP / Tesco or a large international player may well impact on you.
If you are a local authority, government changes will change your priorities. In the NHS changes to treatments and public attitudes will also impact etc. |
About your organisation.
How might the factors listed on the left impact your business or part of the organisation? |
H - High
M - Medium
L – Low
U - Undetermined |
Time Frame:
0-6 months
6-12 months
12-24 months
24 + months |
Type:
Positive +
Negative -
Unknown |
Impact:
Increasing >
Unchanged =
Decreasing <
Unknown |
Relative Importance
Critical
Important
Un-important
Unknown |
Political
Trading policies
Funding, grants and initiatives
Home market lobbying/pressure groups
Local authority rules/ local bylaws etc
International pressure groups
Wars and conflict
Government policies
Government term and change
Elections
Inter-country relationships/attitudes
Terrorism
Political trends
Governmental leadership
Government structures
Internal political issues
Shareholder/ stakeholder needs/ demands
Others include:
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________ |
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Economic
Home economy situation
Home economy trends
Overseas economies and trends
General taxation issues
Taxation changes specific to product/services
Seasonality/weather issues
Market and trade cycles
Specific industry factors
Market routes and distribution trends
Customer/end-user drivers
International trade/monetary issues
Disposable income
Job growth/unemployment
Exchange rates
Tariffs
Inflation
Interest and exchange rates
Consumer confidence index
Import/export ratios
Production level
Internal finance
Internal cash flow
Others include:
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________ |
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Social
Consumer attitudes and opinions
Media views
Law changes affecting social factors
Brand, company, technology image
Consumer buying patterns
Major events and influences
Buying access and trends
Ethnic/religious factors
Advertising and publicity
Ethical issues
Demographics (age, gender, race, family size,)
Lifestyle changes
Population shifts
Education
Trends
Fads
Diversity
Immigration/emigration
Health
Living standards
Housing trends
Fashion & role models
Attitudes to work
Attitudes to people doing certain types of work
Leisure activities
Occupations
Earning capacity
Staff attitudes
Management style
organisational culture
Changes to education system
Others include:
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________ |
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Technological
Competing technology development
Research funding
Associated/dependent technologies
Replacement technology/solutions
Maturity of technology
Manufacturing maturity and capacity
Information and communications
Consumer buying mechanisms/technology
Technology legislation
Innovation potential
Technology access, licensing, patents
Intellectual property issues
Global communications
Inventions
Innovations
New discoveries
Research
Energy uses/sources/fuels
Communications
Rate of obsolescence
Health (pharmaceutical, equipment, etc.)
Manufacturing advances
Information technology
Internet
Transportation
Bio-tech
Genetics
Waste removal/recycling
Email
M-learning
E-learning
Collaboration tools
Software changes
RSI
Others include:
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________ |
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Legal
Current legislation home market
Future legislation
European/international legislation
Regulatory bodies and processes
Environmental regulations
Employment law
Consumer protection
Industry-specific regulations
competitive regulations
Others include:
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________ |
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Environmental/ Ecological
Environmental issues
International
National
Local
Environmental regulations
Customer values
Market values
Stakeholder/ investor values
Staff attitudes
Management style
Organisational culture
Staff morale
Staff engagement
Global factors
EU based factors
Others include:
_________________________________
_________________________________
_________________________________
_________________________________
_________________________________ |
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Go back to the CIPD fact sheet on PESTLE - Go to the RapidBI page on PESTLE analysis
To download this template as a file please visit our resources zone

CPP project and assignment guide
For many CIPD students on the CPP (or other qualification) this forms part of your first written assignment. Also for many of you this will be your first assignment in an academic setting for some time. While we cannot write the assignment for you this and other pages here on the RapidBI site are here to help.
Structure: - follow the guidelines given by your provider as there are variances.
Look at what the assignment is trying to do - it is trying to get you to look at the role of HR from a strategic position - therefore you need to review HR in the context of what is and will be happening to the company/ organisation in terms of the people resource - availability, skills, retention etc.
PESTLE is the "analysis" that you do on the company as a whole and what is and will impact it - then review the HR function in the CONTEXT of the findings from the PESTLE - for example a PESTLE analysis will show that some sectors are currently being impacted by the immigration legislation - so hat are you as HR doing to manage this difficulty - change of talent pool, training, recruitment from different populations etc?
SWOT is a mix of the external factors (OT) from your PESTLE and the internal factors SW from your PRIMO-F analysis.
Remember to add the fact sheets and this site to your references. - including the date accessed.
See the:
CIPD fact sheets for details SWOT analysis & PESTLE analysis or the
RapidBI pages of SWOT analysis and PESTLE analysis
If you get stuck remember the CIPD community pages - do a thorough search as you may be surprised - many of the questions that you are asking yourself have been asked and answered - and they are there!
Note - These templates are designed to complement the CIPD fact sheets - they are not designed as standalone tools. For more information please visit www.cipd.co.uk or the relevant pages here at RapidBI
Please quote this site as reference for all course work. |