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SWOT analysis

Account PlanningBusiness Planning

SWOT analysis

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Share account with other employees Add an objective Edit an objective Delete an objective
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SWOT analysis is an organised list of the strengths, weaknesses, opportunities and threats that should be considered when creating the business plan. Strengths and weaknesses are internal to your business (reputation, location, etc.). Opportunities and threats are external to your business (competitors, prices, etc.).

Important: You cannot create a SWOT analysis unless a business plan already exits.

Check the Business Plan field has been completed or select a plan from the drop-down list
Under the Actions tab click New
The analysis date will complete automatically, as will the creation details.
The buttons which apply to each section of the analysis will become active.

Any employee with read/write access to the account can add items

  1. Click the Add button under each field to enter details.
  2. Type the details in the Description box
  3. Click the Add button to add the item to the SWOT analysis

Add an objective to a SWOT item

  1. Select the analysis item you wish to add an objective to
  2. Click the Objectives button
  3. Click the Add button on the objectives list box
  4. Click the Calendar button to add a start date for the objective
  5. Click the Calendar button to add an end date for the objective
  6. Set the objective’s status from the drop-down list
  7. Click in the Title field and type the objective name
  8. Click in the Description field and type the objective description
  9. Click the Add button

The objective will be added to the business plan and timeline

An indicator will appear next to the SWOT item to show that it’s linked to an objective

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