This page last updated

5/04/08

 
 
 
 
 
 
 
 
 
 
 

 

To find out more

click on the links below:

CIPD Tutors

If you are a CIPD tutor have you taken the advantage of free access to some our tools by students? Contact us for details.

Free Resources

More free resources on our articles micro site map

 

Other useful pages:

Management Models

Personal Development Plans

Continuing Professional Development or CPD

Porters five forces

PRIMO-F

Write SMART objectives

Critical Success Factors

Corporate Social Responsibility

Write a Mission Statement

Psychometric_Testing

Career Anchors

Business Values

Change Management

Force Field Analysis

Learning Styles

Holistic Diagnostic Tools

Scanning the Business Environment

The PESTLE Analysis

SWOT analysis

Sitemap

Strategic OD tools

See our:

Business Improvement Review (a comprehensive SWOT style analysis)

Innovation culture survey - develop capacity and leadership behaviours

Employee engagement survey

 

 

 

 

SWOT Analysis and PESTLE Analysis Templates

Welcome to the RapidBI web site.

Following on from the CIPD factsheets, this page contains two templates for you to use as part of your SWOT or PESTLE analysis.

 

Jump down to the SWOT analysis template

Jump down to the PESTLE analysis template

 

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.

 

SWOT Analysis

on ____________________ (organisation name or product/ service/ project)

Company/ Organisation Background/ situation ______________________________________________________________

______________________________________________________________

______________________________________________________________

(usual business partners, relationships, channels to market, assumptions etc...)

Date of SWOT Analysis ____/____/20__

 

Internal

Factors

Under each of the PRIMO-F factors list the relevant Strengths and Weaknesses.

List the Opportunities and Threats from your PESTLE analysis below.

Next consider the combination of these factors, generate some options or alternative strategies for action.

Strengths (PRIMO-F)

  • People
  • ___________________ 
  • ___________________
  • ___________________
  • ___________________
  • Resources
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________

 

  • Innovation & Ideas
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Marketing
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Operations
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Finance
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________

Weaknesses (PRIMO-F)

  • People
  • ___________________ 
  • ___________________
  • ___________________
  • ___________________
  • Resources
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________

 

  • Innovation & Ideas
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Marketing
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Operations
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Finance
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________

External

Factors

 

Opportunities (PESTLE)

  • Political
  • ___________________ 
  • ___________________
  • ___________________
  • ___________________ 

 

  • Economic
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Sociologically 
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Technologically 
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Legal
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Environmental
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________

 

Threats (PESTLE)

  • Political
  • ___________________ 
  • ___________________
  • ___________________
  • ___________________ 

 

  • Economic
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Sociologically 
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Technologically 
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Legal
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • Environmental
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________

 

 

 

 

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:

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

 

 

 

 

 

 

 

       

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:

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

           

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:

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

           

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:

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

           

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:

_________________________________

_________________________________

_________________________________

_________________________________

_________________________________

           

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:

_________________________________ 

_________________________________

_________________________________

_________________________________

_________________________________

           

Go back to the CIPD fact sheet on PESTLE - Go to the RapidBI page on PESTLE

To download this template as a file please visit our resources zone

 

 

 

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.



© RapidBI 2000-2008 all rights reserved © Mike Morrison 2008

The BIR, the diamonds and the terms RapidBI and PRIMO-F are © & TM Mike Morrison. RapidBI Limited Registered in England number 5446351

BIR - Creatrix - Coaching - Mike Morrison - Management Articles - Management Models - The PESTLE Analysis Tool - SWOT analysis - PRIMO-F_- Business_Growth_Model - Write SMART objectives - Critical Success Factors - Corporate Social Responsibility CSR - Write a Mission Statement - Psychometric_Personality_Testing - Career Anchors - Business Values - Change Management - Personal Development Plans - Learning Styles - sitemap

swot, swot analysis, pestle, pestle analysis, template, cipd