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SWOT 2.0 from analysis to targeted action plan

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SWOT 2.0 from analysis to targeted action plan

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Why SWOT needs to be replaced, why it can be done smarter,
faster and better.
Smarter, because with SWOT 2.0 it is more logical and clear what it is about.
Better, because the outcome is much more concrete and motivating.
Faster, an important factor in a world where the competition is not standing still. You can start implementing the next day.

Why SWOT needs to be replaced, why it can be done smarter,
faster and better.
Smarter, because with SWOT 2.0 it is more logical and clear what it is about.
Better, because the outcome is much more concrete and motivating.
Faster, an important factor in a world where the competition is not standing still. You can start implementing the next day.

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SWOT 2.0 from analysis to targeted action plan

  1. 1. From Analysis to Targeted Action The renewed SWOT Concrete and Effective Copyright © 2020 - SWOT 2.0 by Maarten van Walsem is licensed under CC BY-SA 4.0
  2. 2. Table of Contents Why use SWOT 2.0? 04 About SWOT 2.0 05 Closer look to SWOT 2.0 06 Respond to rapid change 07 Right focus, clear goals and concrete action 09 SWOT 2.0 fits the current time 11 SWOT 2.0 fits the current time 11 Step 1 Focus 12 Step 2 Potential 14 Step 3 Goals 15 2 Copyright © 2020 - SWOT 2.0 by Maarten van Walsem is licensed under CC BY-SA 4.0 Why use SWOT 2.0? 04 About SWOT 2.0 05 Closer look to SWOT 2.0 06 Respond to rapid change 07 Right focus, clear goals and concrete action 09 SWOT 2.0 fits the current time 11 SWOT 2.0 Motivation and Energy 12 Step 1 Focus 13 Step 2 Potential 15 Step 3 Goals 16 Why use SWOT 2.0? 04 About SWOT 2.0 05 Closer look to SWOT 2.0 06 Respond to rapid change 07 Right focus, clear goals and concrete action 09 SWOT 2.0 fits the current time 11 SWOT 2.0 Motivation and Energy 12 Step 1 Focus 13 Step 2 Potential 15 Step 3 Goals 16
  3. 3. Table of Contents Step 4 Obstacles 17 Step 5 Actions 18 Additional Tools 19 SWOT 2.0 timetable 20 Do it yourself or outsource it 24 Comparison between SWOT 1.0 and SWOT2.0 25 SWOT2.0: the benefits 28 Tips to use during the SWOT 2.0 29 Contact me if you need support 30 3 Copyright © 2020 - SWOT 2.0 by Maarten van Walsem is licensed under CC BY-SA 4.0
  4. 4. Running a SWOT (Strengths, Weaknesses, Opportunities, and Threats) session is easy. However, it only lists vague points of interest, sorted by importance at best. A limited analysis of the strategy and not much more than that. I wrote about it in my first eBook. Why SWOT needs to be replaced, why it can be done smarter, faster and better. • Smarter, because with SWOT 2.0 it is more logical and clear what it is about. • Better, because the outcome is much more concrete and motivating. • Faster, an important factor in a world where the competition is not standing still. You can start implementing the next day. I have converted years of SWOT experience into this much better approach. It's about continuously getting better; SWOT 2.0 helps with that. SWOT 2.0 a new approach: focus, potential, goals, obstacles and actions. SWOT 2.0 gets people and organizations moving; it is the beginning of a change process. Why use SWOT 2.0? SWOT 2.0 gets people and organizations moving; it starts the change process. 4 Goals Focus Potential Actions Obstacles Opportunities Strengths 2 3 4 5 1
  5. 5. 5 • It is easy to explain, gives concrete results and works quickly. • It can be used without hiring expensive external consultants. • SWOT 2.0 quickly converts good ideas into concrete action. • SWOT 2.0 is a tool to begin the change process. It gets people into action: analysis, goals and action! • SWOT 2.0 is more logical, more realistic and you can start the implementation the next day. • You can get participants to think much more focused about the subject from the beginning. • After Strengths and Opportunities (Potential) you define a series of concrete goals. That makes people enthusiastic and highly motivated. • The obstacles (weaknesses and threats) only relate to the jointly determined objectives. • Obstacles are immediately addressed by drawing up a concrete action plan. • By immediately drawing up a concrete action plan, you can get started the next day. • It ends in a positive mood: with an action plan, instead of the threats as in the original SWOT. In this second eBook, I discuss what SWOT 2.0 is, howyou can use it, and how it will better support you. About SWOT 2.0 SWOT 2.0 stands for: Focus Potential Goals Obstacles and Action
  6. 6. 6 Closer look to SWOT 2.0
  7. 7. The world is on the move. One crisis follows another and at the same time many innovative products, services and concepts are finding their way to the market. Companies and organizations must quickly adapt to these new circumstances. • What will the market in which we operate look like in 2 to 5 years? • What do our customers think of developments that affect our products and services? • How do we as an organization adapt to respond well to the changes that are coming our way? • How do we make the right choices when it comes to sustainable and more inclusive society? • How do we become more flexible as an organization? • How do we respond to new trends? • What do all this changes mean for the coming year and the years after? 7 Respond to rapid change Companies and organizations have to adapt quickly to the digitizing world. Questions that organizations ask themselves more often and more regularly: • Are our concepts, products and services still satisfactory now that demand is changing so quickly? • What do we need to continue to serve our customers well?
  8. 8. 8 Answering these questions will make us as an organization, together with the employees, permanently successful in the coming years. Continuous improvement is the credo for employees who work well together. The accompanying challenging objectives and good results support the enthusiasm. SWOT 2.0 supports this much better than SWOT. It offers a team the opportunity to stay sharp, ensures the right focus in a short time and brings teams into action. SWOT 2.0 is an effective tool to quickly and energetically know what the goals and actions are for the coming period with an expert team of employees. It fits perfectly into a multi-year policy plan. It can also serve as input for process improvement and can even contribute to the personal goals of individual employees.
  9. 9. SWOT 2.0 not only provides clear insights in a short time, but also provides a targeted action plan. • Direction, delineation and prioritization in advance. • Discover the strength of the organization and give new energy to (stalled) projects. • Set clear and achievable goals for the short and long term. • Develop an action plan to remove obstacles (a combination of weaknesses and threats). Improvements can also be included in such an action plan. Right focus, clear goals and concrete action 9 An SWOT 2.0 session consists of 5 easily understandable steps. 1. Focus Everyone who participates in a SWOT session thinks they know what the SWOT focuses on. In this short step, the client briefly explains what the SWOT 2.0 session will focus on. And how it connects to the mission. This way, there are no misunderstandings about the scope and subject during the session. 2. Potential Only when there is a good insight into the opportunities (external) that the organization has, it makes sense to look at the strong points (internal) that match and that the organization has at its disposal. • Opportunities: determine the opportunities that make an organization successful. • Strength: select the strengths needed to turn the opportunities into future success.
  10. 10. 10 After Step 1 (Focus) the strengths are determined, which are necessary to turn opportunities into success. 3. Goals After the three previous steps, more concrete goals can be linked to the topic that the SWOT 2.0 specifically focuses on. In this step you are also able to do this. Knowing what you are aiming for, knowing where your opportunities lie and what strengths you have in- house. 4. Obstacles Obstacles are weaknesses and threats that are directly related to the goals and the steps ahead. The power of this is twofold. • They can be named very concretely when it comes to hindering the goals to be achieved. • Furthermore, the obstacles in the next step are directly converted into actions. This is part of entrepreneurship: showing inventiveness to remove obstacles. 5. Actions After the four previous steps, a concrete action plan can be drawn up immediately. That immediately feels good in a group. This way you immediately get a plan of action, based on the 3 I's: Innovation - Implementation - Improvements. You can also perform the check: are all goals provided with actions to achieve the result? The same goes for the obstacles: we will have to find a way to tackle or circumvent them. = SWOT 1.0 = SWOT 2.0
  11. 11. • SWOT 2.0 is tightly planned and can be completed in 1 day. This works because of the logical order of the steps. With some team discipline and good leadership, this can be achieved. • You can quickly bring a SWOT 2.0 session to a successful conclusion. At the same time, you are able to deliver a solid and concrete result. That is why it is appropriate in these times, especially when entrepreneurs are often asked to do this in times where crises follow each other quickly. It not only provides an analysis, but also objectives and a targeted action plan. Making a strategic analysis with a SWOT works fine. It is more difficult if you also want to have the objectives clear and want to get to work on them immediately, through a good action plan. With SWOT 2.0 you can do both-and. And it is also refreshing and stimulating for the team working with SWOT 2.0. What does SWOT 2.0 deliver? And what does it yield more than the SWOT analysis? • SWOT 2.0 provides a lot of clarity from step 1. The start immediately puts the noses in the team of participants in the same direction. The subject, related to the mission, is immediately clear. • Immediately afterwards, SWOT 2.0 gives concrete shape to the opportunities and links the strength of an organization to this. This works very effectively. • Formulating clear goals is a step that focuses even more and makes things very concrete. This feels very natural due to the input of the first steps. • Looking for obstacles that stand in the way of achieving goals is a logical step. It gives the team a boost to be able to immediately tackle these obstacles in the action plan in the next step. • Going to work immediately afterwards to draw up an action plan fits seamlessly: concrete goals and obstacles can be included directly in the action plan. You can rank the actions, link them to specific subgoals and make employees responsible for them. SWOT 2.0 fits the current time 11
  12. 12. SWOT 2.0 Motivation and Energy 12 One of the most important points is: how do I keep the team motivated and enthusiastic. With the SWOT Analysis, that's not so easy. After the Strength come the Weaknesses. Because it is not entirely clear what the focus is on, this often does not lead to a targeted enumeration of obstacles. That is also difficult because the objectives are not known. At SWOT 2.0, the team ends in a good spirit. Making an action plan is motivating, so that at the end of the SWOT 2.0 session, the positive feeling and energy go up. While this is not the case with the SWOT analysis. It ends with Threats, which are not related to concrete goals and does not give the team the energy and motivation to continue the next day. Focus Potential Goals Obstacles Actions Next Day Start SWOT 2.0 Motivation High Low
  13. 13. Often the starting point of is: we already know why we are here together, let's get started. And that is often not true, because everyone sits there with their own ideas and mindset about the purpose of the day. The demarcation and focus of the SWOT analysis is in almost all cases too vague. Asking questions about the focus area and sharing answers will also often not happen. While if you know what you are going to do and it fits well with the mission of the organization, you can work in a much more focused and motivated way. That's why it's important to think about focus. This step can be completed in several ways. 1. A presentation by the client or main person responsible for the SWOT 2.0 session. It is crucial that questions can be asked on the subject immediately afterwards. These are clarification questions, which have to do with the delineation of the day. 2. A short round in which each participant tells where their specific focus is for the day. Uncertainties and ambiguities can then be dealt with immediately. 3. As a variation on the above 2 points, each participant can be asked in advance to describe where the focus lies. The responsible organizer can then give short feedback and answer the various questions. 13 Step 1 Focus (1) This first step is important because it provides direction for the rest of the SWOT 2.0 session and day.
  14. 14. Of course, the subject matter and the impact can vary enormously. It is important to get to the same level beforehand and to agree on this. To prevent a team from dwelling on the Focus for too long, the SWOT 2.0 supervisor will also have to send them on time. Good preparation and coordination with the client is required here. . 14 Step 1 Focus (2) The "Focus" in the SWOT 2.0 session determines very precisely what the topic is for the rest of the day. After this kick-off, participants can also address each other if they wander during the day to things that are important, but do not belong to the purpose of that day.
  15. 15. 15 Step 2 Potential Opportunities should not be listed after unnecessarily expended negative energy on weaknesses. The search for weaknesses affects the energy level unnecessarily negatively. Looking for opportunities is a kind of brainstorming, strengths limit that completely unnecessary. As with a SWOT analysis, the opportunities and strengths are analyzed. However, there are differences with the SWOT approach. There is already a concrete focus (result of step 1). It is not an enumeration of general opportunities and strengths, but very focused on what you have in mind as an organization. First, the opportunities are looked at. From the outside in; opportunities provide challenge and energy. The combination of focus and specifically related opportunities form the basis for the search for relevant strengths. This gives strengths much more meaning. First the opportunities are looked at, then the strong points.
  16. 16. 16 Step 3 Goals Where in step 1 the focus is on targeting and demarcating, clear goals can now be formulated. The opportunities and strengths provide sufficient insight to work out those targeted goals. How these are realized is determined in steps 4 and 5. The problem with setting realistic goals is often that this happens in a situation that is not yet sufficiently clear. It is precisely in steps 1 to 3 that insight arises, and that is still fresh in the memory, because the team has just completed the first steps. This makes it easy to formulate a maximum of 3 to 6 objectives. These goals must be tested for concreteness and feasibility. The goals are input for the next step: what is hindering us (obstacles) and then a concrete action plan where we can tackle those obstacles. After this step, the positive energy level is high. Only when you know together what you want to achieve is it good to see what can stop you and how you can solve it.
  17. 17. Step 4 Obstacles Threats in the SWOT analysis, in addition to the negative noise, are often very general in nature. It's more like talking to each other in the pit than coming up with targeted obstacles that you have to do something about. You often see people standing up at the aforementioned barriers who indicate that they know a way to overcome the obstacle. On the one hand, obstacles are areas of concern that pose a risk to achieving the goals. Thresholds are often linked to a risk score for threats. What is the probability that a threat will occur? When it comes to weaknesses, it is good to only mention those that must be taken into account within the focus (Step 1) area. The obstacles can be included directly in the next step, making an action plan. They are not blockages, but things you can work with. The advantage of barriers over threats is that these obstacles are linked to the objectives. You can immediately start working with obstacles to neutralize them. 17
  18. 18. 18 Step 5 Actions • Improvement. Obstacles often mean developing new competencies. Often an organization still needs to master these operational skills. In an action plan you can easily indicate the priorities, as well as link the names of employees to individual actions. It is also easy to apply a sequence and time phasing. Small adjustments can be made later. In this way you deliver a result with which you can surprise other colleagues the next day. And, more importantly, you can start the next day. No vague analysis, but a concrete action list and a logical story to tell. What is missing in a SWOT analysis is drawing up an action plan, for which the team already has a lot of concrete hands for. And that makes it much easier to deliver a solid and realistic plan. In some cases, everyone can already be provided with a summary and elaboration of the previous steps. this makes drawing up an action plan more transparent. Actions have different perspectives. They determine how you approach the implementation. • Innovation. Some actions will be innovative. This can be a new way of working, a new form of collaboration or communication when it comes to the example of a marketing campaign. Innovative actions require creative solutions, they are often the core of the change. • Implementation. For example, conducting a marketing campaign. Matching the competencies and financial strength of the organization. This is about decisiveness and perseverance.
  19. 19. 19 Additional tools And setup Plan-Do-Check-Act when creating an action plan can also be helpful. Don't get bogged down in too much detail during the SWOT 2.0 session is my advice based on my experience in supervising SWOT sessions. You can use tools in different phases. For experienced business consultants, these tools are known and used when appropriate in the process. Appropriate tools in relation to SWOT 2.0 will occasionally be discussed on the website. As with the SWOT analysis, it is quite possible to use additional tools and methodologies in the various steps. Take the liberty of doing this on your behalf. Always realize that by doing this: • The lead time of the SWOT 2.0 session may become too long. • It also becomes too complicated and unclear process. • A team can get tired, leaving the result below par. If you have more than 1 day for a SWOT 2.0 session, you may be able to dwell longer on a particular step. You often see organizations doing this in the second part that follows. Don't dwell too long on the details, keep up the momentum so that the participating team stays motivated. The Opportunity step can be easily carried out using the brainstorming method. The same story applies to doing a risk analysis for the Obstacles step.
  20. 20. SWOT 2.0 timetable This means that you keep to the agreements when it comes to arriving on time and participating motivated. You must communicate these agreements clearly in advance. It is good, as often happens, for a team to take responsibility itself when it comes to the timetable. There should also be a quiet and well- ventilated area with plenty to drink and something to eat. Based on the experience to date, it is best to use the following timetable. For a one-day org SWOT 2.0 session, the start time is 9:00 AM and the end time is 4:30 PM. Starting a project via SWOT 2.0 takes about half a day (4 hours). You can also easily use SWOT 2.0 to set personal goals. You could do this within an hour. Carrying out a personal SWOT 2.0 every now and then can provide a lot of extra insight to keep doing the right things yourself. A SWOT 2.0 session can be successfully completed in one day. For project startups, a few hours is more than enough to complete the full SWOT 2.0 cycle. So it depends on the subject how much time a team needs and whether the team process plays a role. Then not only the content is part of the result, but also the motivation and involvement of a team of people. In the latter situation will be some more uncertainty in the timetable. A day is achievable for an organization in SWOT 2.0, if only a few rules are followed, so that the team can continue to work well. 20
  21. 21. 21 Timetable SWOT 2.0 - 1 (Time in minutes) Personal Projectstartup Organization Kick-off - 15 15 Stap 1 Focus 10 25 30 Stap 2 Potential Opportunities 10 35 40 Break - 15 15 Strengths 10 35 40 Stap 3 Goals 10 30 40 Lunch - - 60 Time in minutes
  22. 22. 22 Timetable SWOT 2.0 - 2 (Time in minutes) Personal Projectstartup Organization Step 4 Obstacles 10 30 45 Step 5 Actions 10 40 60 Summary and agreements - 15 15 ------------ ------------ ------------ Total time in minutes 60 240 360 Time in minutes
  23. 23. There are a number of things in the preparation that are not unique, but which require sufficient attention. • Good coordination between the client and the process supervisor of the SWOT 2.0 session. • Think about the approach and implementation of step 1. • Lots of space and easy chairs and tables. • Supporting aids such as whiteboard and writing utensils and yellows. • A participant who takes on the role of note taker. SWOT2.0 timetable (continued) 23 • A process facilitator who is sufficiently involved in the subject and at the same time challenges the team. Working longer than 1 day does not improve the end result. An experienced process supervisor often works energetically with some pressure. • SWOT 2.0 Personal 60 minutes SWOT 2.0 Project Startup 240 minutes SWOT 2.0 Organization 360 minutes
  24. 24. Outsourcing process supervision or not opting for it, depends entirely on the situation. A management team is often assisted by an external management expert who quickly identifies the key points and challenges the team to go a step further. Internal guidance for an mPGA is fine when it comes to a sub-process or concept, a marketing plan or product category. While strange eyes compel, and that can certainly be helpful, hiring an outside consultant is often unnecessary. As with a SWOT, it is important to appoint one person to take on the role of process supervisor and not to participate too much in the process itself. This is to monitor the process, both in terms of content and timing. The role of note taker should also be fulfilled by someone. This person can also simply participate in the substantive process. It is more about recording and collecting the completed steps. This role cannot be assigned to the process supervisor. Outsourcing process supervision or not opting for it, depends entirely on the situation. A management team is often assisted by an external management expert who quickly identifies the key points and challenges the team to go a step further. Do it yourself or outsource it mPGA is easy to implement without outside help. It is easy to understand and can be run independently. 24 Interesting SWOT links 1. Natalia Zhukova (Semrush): SWOT example https://www.semrush.com/blog/swot-analysis- examples/ 2. Laurence Minsky and David Aron (Harvard Business review) https://hbr.org/2021/02/are-you-doing-the-swot- analysis-backwards First gather an inventory of relevant environmental conditions — the threats and opportunities. Next, explore internal strengths and weaknesses.
  25. 25. 25 Comparison (1) Aspects SWOT 1.0 SWOT 2.0 Start Change Process -- ++ Familiarity ++ -- Learning curve ++ ++ Simplicity ++ + Concreteness - ++ Comparison between SWOT 1.0 and SWOT 2.0 On the next pages is the comparison table that is also shown in the e-book "SWOT or is there something better".
  26. 26. 26 Comparison between SWOT 1.0 and SWOT 2.0 (2) Aspects SWOT 1.0 SWOT 2.0 Horizon Long - ++ Short +/- ++ Pontenial Guiding -- ++ Analysis ++ + Clear direction - ++
  27. 27. 27 Comparison between SWOT 1.0 and SWOT 2.0 (3) Aspects SWOT 1.0 SWOT 2.0 Results Analysis ++ + Goals -- ++ Action Plan - ++ Time - + Teambuilding -/+ ++ Applicability - ++ Communication -- ++
  28. 28. SWOT 2.0 : the benefits • After a SWOT 2.0 you can get started the next day, which is important in today's world. • As a result, participants are more enthusiastic and motivated: during the day, but also the day after when they give feedback at their workplace. • • From strategy to concrete plan, that's what makes SWOT 2.0 so handy and fast at the same time. • • SWOT 2.0 can also be very useful in the team building process. SWOT 2.0 gets people and organizations moving; it starts the change process. There are a number of differences between SWOT 2.0 and SWOT. Here is a brief summary of those differences. • SWOT 2.0 makes sense and is as easy as performing a SWOT • A SWOT 2.0 feels natural; the steps will guide you through the process. • The energy level remains high during a SWOT 2.0 session. • In a SWOT 2.0 session, work more focused and a team knows better what to do. • SWOT 2.0 is concrete and, in addition to clear objectives, provides a concrete action plan in which the obstacles are tackled. • The process steps are logical, that feels better than with a SWOT. 28
  29. 29. Tips to use during the SWOT 2.0-session 29 Briefly explain what the SWOT 2.0 session will focus on. It makes your day! Use Opportunities (brainstorming) before strength. Goals should be on the table before lunchtime. Maintain a strict time schedule. A focused team is enthusiastic and motivated. Use outcome of earlier SWOT 2.0 steps in the next step. Communicate the results of every step clearly. Obstacles challenge a team. Tackle them in the Action Plan. Create a good atmosphere during the SWOT 2.0 -session. Appreciate good contributions and teamwork. Make sure you have enough coffee and prepare lunch in time Be prepared for a next day start!
  30. 30. Contact me if you need support How to change organization, process or project to be ready for the future? 30 Still you may have questions. • How to start a process of renewal? • How to organize change? • How to use SWOT 2.0 in your organization? • How to get your team ready? If you have a question about how to start Change, SWOT 2.0 and what to do next, you can contact me anytime. Before you contact me. 1. SWOT 2.0 is completely free to use. 2. It is easy to understand, just read the ebook. 3. SWOT 2.0 takes no more time than a SWOT- analysis. 4. It can be used without hiring external consultants. 5. SWOT 2.0 is smarter, because gives concrete results and and faciltates a next day start. 6. It works better, because the outcome is highly motivating to start the next day. 7. SWOT 2.0 gets people and organizations moving; it starts the change process. Just contact me - Maarten van Walsem - Copyright © 2020 - SWOT 2.0 by Maarten van Walsem is licensed under CC BY-SA 4.0

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