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This page last updated
3 June 2009
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PEST & PESTLE Analysis
Templates
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PEST/ PESTLE Analysis Templates
- ETPS - PESTEL - PESTLEE - PESTLIED - SLEPT - STEEPLE - STEP - STEPE -
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PESTLE Analysis microsite - History - Introduction - Templates - HR example - Schools & Education
The PEST or PESTLE Analysis templates
PESTLE analysis template
Other than the main headings, the questions and issues in the template below are examples and not exhaustive - add your own and amend these prompts to suit your situation, the experience and skill level of whoever is completing the analysis, and what you aim to produce from the analysis.
The context upon which a PESTLE analysis is undertaken can help to determine how to interpret facts and information discovered.
PEST/ PESTLE Analysis on ____________________(organization name) SWOT
SWOT Context ____________________ SWOT
Date of Analysis ____________ view
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| 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 organization or business.
For example if you are a small private company the behaviours of a Wall Mart / Tesco or other 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 organization.
How might the factors listed on the left impact your business or part of the organization? |
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 - SWOT
- Trading policies
- Funding, grants and initiatives
- Home market lobbying/pressure groups
- 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
- ___________________
- ___________________
- ___________________
- ___________________
- ___________________
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Economic - SWOT
- 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
- ___________________
- ___________________
- ___________________
- ___________________
- ___________________
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Social - SWOT
- 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
- organizational culture
- Changes to education system
- ___________________
- ___________________
- ___________________
- ___________________
- ___________________
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Technological - SWOT
- 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
- ___________________
- ___________________
- ___________________
- ___________________
- ___________________
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| Additional split of information if doing a PESTLE analysis rather than a PEST analysis: |
Legal - SWOT
- Current legislation home market
- Future legislation
- European/international legislation
- Regulatory bodies and processes
- Environmental regulations
- Employment law
- Consumer protection
- Industry-specific regulations
- competitive regulations
- ___________________
- ___________________
- ___________________
- ___________________
- ___________________
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Environmental - SWOT
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Remember this is only a tool. Call it what you like - use whatever factors you feel are appropriate. Other variations include:
- PEST analysis (STEP analysis) - Political, Economic, Sociological, Technological
- PESTLE/ PESTEL analysis- Political, Economic, Sociological, Technological, Legal, Environmental; PESTEL analysis
- PESTEL analysis- Political, Economic, Sociological, Technological, Environmental,
Labour (Labor) related; PESTEL analysis (rare no references available)
- PESTLIED analysis- Political, Economic, Social, Technological, Legal, International, Environmental, Demographic
- STEEPLE analysis - Social/Demographic, Technological, Economic, Environmental, Political, Legal, Ethical
- SLEPT analysis - Social, Legal, Economic, Political, Technological
- STEPE analysis - Social, Technical, Economic, Political, and Ecological
- ETPS analysis - Economic, Technical, Political and Social - Scanning the business environment
Choose the acronym that most suits you or your organization.
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