Team-Based SWOT Analysis: Identify Top Priorities for Strategic Planning
Struggling to prioritize within your SWOT analysis? Discover this team-based voting approach for identifying the most important strengths, weaknesses, opportunities & threats.

What are our current internal STRENGTHS that are core to helping us achieve our mission?

What are our current internal WEAKNESSES that are getting in the way of achieving our mission?

What external OPPORTUNITIES must we leverage to accelerate our mission?

What external THREATS must we mitigate in order to achieve our mission?

CONCLUSION, based on the force ranked SWOT, what are the top 3-5 things we must do next to progress our mission.

SETUP: Create a SWOT Analysis for each team member
Setup:
1. Each team member to create a SWOT Analysis project.
3. Add their teams completed 7-12 word mission statement as the objective for their SWOT Analysis.
5. Invite their team to their SWOT Analysis project

PRE-WORK [1-2 weeks before team session]: Each direct report to perform a SWOT Analysis with their team
Having each team member complete a SWOT based on their mission will provide broad and deep insights on where your business stands today and what needs to be prioritized next to progress.

1. Analyze Strengths
Based on the team mission above, what are our strengths that we have today that are enabling us to achieve this...

Breakout session:
1. Each team member to write out the top 3 strengths that they have today that are enabling them to achieve their team purpose+vision+key metric.
       a. Each team member to select and vote [click the star] on one current strength that they see as the most important to our success
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the strengths section into our top 5 team strengths. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

2. Analyze Weaknesses
Based on the team mission above, what are our weaknesses that are getting in our way, that we must overcome to be successful.

Breakout session:
1. Each team member to write out the top 3 weaknesses that they have today that are getting in their way of achieving their team mission.
       a. Each team member to select and vote [click the star] on one current weaknesses that they see as the biggest blocker to achieving our team m
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the weaknesses section into our top 5 team weaknesses. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

3. Analyze Opportunities
Based on the team mission above, what are the external opportunities that we must leverage to accelerate our progress

Breakout session:
1. Each team member to write out the top 3 opportunities that they must pursue to accelerate their team mission.
       a. Each team member to select and vote [click the star] on the top opportunity that they see as the most important to accelerate our success
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the opportunity section into our top 5 team opportunities. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

4. Analyze Threats Based on the team mission above, what are the external threats that we must mitigate in order to ensure we can achieve our mission

Breakout session:
1. Each team member to write out the top 3 threats that they face today and must mitigate in order to ensure they can achieve their team mission.
       a. Each team member to select and vote [click the star] on one current threat that they see as the most critical to mitigate
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the threats section into our top 5 team threats. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

5. Formulate Conclusion
Based on the team mission above, what are the top 3-4 priorities we must focus on next to make the most progress on our mission.
Breakout session:
1. Break into two or three groups of three people for 20 minutes and have each group draft 3-4 key priorities as the SWOT conclusion.
       a. Each group to draft what they believe to be the most important strategic focuses for the team based on the SWOT. Write these in aspiration form.
       b. After 20 minutes, come back together and have each group present their conclusion of the top 3-4 key strategic focuses for the team we must focus on next,
       d. Each team member to vote on the best conclusion items. Give everyone 4 votes. Come to agreement and align on top 3-4 strategic focuses for the team.



6. Each team member do this same exercise with their teams to perform team SWOT Analysis:
Type '/' to link to your team member role-missions

1. Add each direct reports team or role based 7-12 word mission statement as a separate line. Type '/' to directly link to your team member role-missions
2. Confirm each team members team or role based mission is connected to company mission, uses same language, simply adds context on their part to advance it

Timeline:
1. All team SWOT Analysis's should be completed by Friday at 2pm, at least 3 days before Team SWOT Analysis scheduled live session.
AGGREGATE TEAM SWOT ANALYSIS [2-3 weeks before quarter start]Setup:
1. Create a team SWOT Analysis project.
2. Add your teams completed 7-12 word mission statement as the objective for this SWOT Analysis.
3. Invite your team to this SWOT Analysis project


1. Analyze Strengths
We aggregate and align on our top strengths. What do we align on as our top strengths enabling us to achieve our mission.

Breakout session:
1. Each team member to write out the top 3 strengths that they have today that are enabling them to achieve their team purpose+vision+key metric.
       a. Each team member to select and vote [click the star] on one current strength that they see as the most important to our success
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the strengths section into our top 5 team strengths. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

2. Analyze Weaknesses
We aggregate and align on our top strengths. What do we align on as our top strengths enabling us to achieve our mission.
We aggregate and align on our top strengths. What do we align on as our top strengths enabling us to achieve our mission.
e must overcome to be successful.

Breakout session:
1. Each team member to write out the top 3 weaknesses that they have today that are getting in their way of achieving their team mission.
       a. Each team member to select and vote [click the star] on one current weaknesses that they see as the biggest blocker to achieving our team m
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the weaknesses section into our top 5 team weaknesses. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

3. Analyze Opportunities
Based on the team mission above, what are the external opportunities that we must leverage to accelerate our progress

Breakout session:
1. Each team member to write out the top 3 opportunities that they must pursue to accelerate their team mission.
       a. Each team member to select and vote [click the star] on the top opportunity that they see as the most important to accelerate our success
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the opportunity section into our top 5 team opportunities. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

4. Analyze Threats Based on the team mission above, what are the external threats that we must mitigate in order to ensure we can achieve our mission

Breakout session:
1. Each team member to write out the top 3 threats that they face today and must mitigate in order to ensure they can achieve their team mission.
       a. Each team member to select and vote [click the star] on one current threat that they see as the most critical to mitigate
       b. Refresh the page and default sort for the project by "votes" in the project settings, hover over the star to see vote totals.  
       c. Discuss the top voted items. Give team members the opportunity to make a case to switch votes for a lower voted item
       d. Each team member to now have 3 additional votes to round out the threats section into our top 5 team threats. Confirm everyone is aligned on top 5.
       e. Confirm the top threats are now ordered in order of importance. Force ranked - top 1, 2, 3, etc. Use drag-and-drop setting if needed.

5. Formulate Conclusion
Based on the team mission above, what are the top 3-4 priorities we must focus on next to make the most progress on our mission.
Breakout session:
1. Break into two or three groups of three people for 20 minutes and have each group draft 3-4 key priorities as the SWOT conclusion.
       a. Each group to draft what they believe to be the most important strategic focuses for the team based on the SWOT. Write these in aspiration form.
       b. After 20 minutes, come back together and have each group present their conclusion of the top 3-4 key strategic focuses for the team we must focus on next,
       d. Each team member to vote on the best conclusion items. Give everyone 4 votes. Come to agreement and align on top 3-4 strategic focuses for the team.