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Knowledge base and tools for B2B and B2C companies
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Structure and systematize the obtained results of SWOT analysis
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🔗 Guide article SWOT analysis
Start Date: 03. 05. 2024
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🔗 SWOT analysis templates
End Date: 31. 05. 2024
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💬 Ask a question
Duration:28 days
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#TaskStartEndProgressNote
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1Preparation phase
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1.1.Defining the goals and objectives of the analysis 03. 05. 2024 04. 05. 2024pending
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Clearly state the purpose of the SWOT analysis (e.g., identifying growth opportunities, assessing competitiveness, developing a new strategy)
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Identify specific objectives of the analysis that will help achieve the objective
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Establish the timeframe and expected results of the analysis
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1.2.Forming a team to conduct the analysis 03. 05. 2024 04. 05. 2024pending
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Identify key participants in the analysis, including representatives of various company departments (marketing, finance, production, HR, etc.)
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Appoint a project manager responsible for coordination of work and communication between participants
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Engage external experts or consultants if necessary
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Conduct an initial meeting to discuss goals, objectives, and expectations of the analysis
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1.3.Development of a work plan and schedule 03. 05. 2024 04. 05. 2024pending
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Identify the main stages of analysis and their sequence
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Establish timelines for each phase and the overall project timeframe
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Assign responsibility for each step and task
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Determine the necessary resources (time, budget, tools) to conduct the analysis
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Develop a system of communication and reporting between project participants
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1.4.Identify sources of information and methods of data collection 03. 05. 2024 04. 05. 2024pending
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Identify internal sources of information (financial reports, sales data, results of employee surveys, etc.)
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Identify external sources of information (industry reports, media publications, competitor data, customer surveys, etc.)
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Select data collection methods (interviews, focus groups, questionnaires, document analysis, etc.)
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Develop tools for collecting and systematizing information (questionnaires, templates, databases)
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Establish criteria for assessing the quality and relevance of the data collected
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2Collecting and analyzing information
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2.1.Analyzing the internal environment of the company 03. 05. 2024 04. 05. 2024pending
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2.1.1.Assessment of financial performance 03. 05. 2024 04. 05. 2024pending
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Analyzing the income statement, balance sheet, cash flow statement
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Assessment of key financial ratios (liquidity, profitability, turnover, etc.)
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Comparison of financial indicators with historical data and industry benchmarks/reference values
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2.1.2.Analysis of organizational structure and resources 03. 05. 2024 04. 05. 2024pending
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Evaluation of the effectiveness of the current organizational structure
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Analysis of the distribution of resources (financial, material, human) among departments
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Identification of potential areas for optimization and restructuring
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2.1.3.Evaluation of products, services, and business processes 03. 05. 2024 04. 05. 2024pending
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Assessment of efficiency and productivity of key business processes
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Identify opportunities for innovation, automation, and process improvement
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2.1.4.Analyzing corporate culture and human resources 03. 05. 2024 04. 05. 2024pending
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Assessment of employee satisfaction and engagement
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Analysis of staff turnover, competences, and qualifications of personnel
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Evaluating the effectiveness of the employee motivation, training, and development system
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2.2.Analyzing the external environment of the company 03. 05. 2024 04. 05. 2024pending
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2.2.1.Market and competitor research 03. 05. 2024 04. 05. 2024pending
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Analyzing the market size, dynamics, and growth potential
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Assessment of the market share of the company and its main competitors
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Analyzing competitive strategies, competitors' strengths, and weaknesses
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2.2.2.Analyzing consumers and their preferences 03. 05. 2024 04. 05. 2024pending
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Consumer segmentation and identification of target audiences
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Analysis of consumer preferences, behavior, and decision-making factors
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Assessment of customer satisfaction and loyalty
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2.2.3.Assessment of technological trends and innovations 03. 05. 2024 04. 05. 2024pending
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Analyzing new technologies and their potential impact on the industry and the company
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Assessing opportunities for innovation and product/service improvement
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Analyzing the level of technological development of the company in comparison with competitors
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2.2.4.Analyzing economic, political, and social factors 03. 05. 2024 04. 05. 2024pending
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Assessment of macroeconomic indicators (GDP, inflation, unemployment, etc.) and their impact on the industry and the company
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Analyzing political stability, regulatory changes, and state support
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Assessment of demographic trends, lifestyle changes, and consumer preferences
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3Building a SWOT matrix
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3.1.Identification of the company's strengths 03. 05. 2024 04. 05. 2024pending
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Identify the company's unique advantages and key success factors
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Evaluate competitive advantages in technology, technological know-how, intellectual property
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Identify human resource strengths (qualifications, experience, staff loyalty)
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Highlight advantages in finance, access to capital, and investment attractiveness
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Assess the strengths in marketing, brand, and reputation of the company
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3.2.Identification of the company's weaknesses 03. 05. 2024 04. 05. 2024pending
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Identify areas where the company is losing ground to competitors
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Identify gaps in technology, production processes, infrastructure
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Assess weaknesses in human resources (staff turnover, lack of competences)
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Identify financial weaknesses (high debt burden, low profitability)
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Identify weaknesses in marketing, sales, and customer service
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3.3.Identification of development opportunities 03. 05. 2024 04. 05. 2024pending
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Identify promising markets and niches for business expansion
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Identify opportunities to develop new products or services
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Assess the potential to enter new geographic markets
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Identify opportunities for strategic partnerships and alliances
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Identify opportunities for the introduction of new technologies and innovations
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Evaluate the potential for attracting new customer segments
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3.4.Identification of potential threats 03. 05. 2024 04. 05. 2024pending
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Identify risks associated with changes in legislation and regulation of the industry
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Assess threats from existing and new competitors
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Identify risks associated with changes in consumer preferences and behavior
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Identify potential threats associated with technological change and innovation
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Assess risks associated with economic factors (recession, inflation, currency fluctuations)
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Identify threats related to geopolitical factors and force majeure circumstances
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4Analyzing and interpreting the results
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4.1.Assessment of the importance and prioritization of factors 03. 05. 2024 04. 05. 2024pending
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Determine criteria for assessing the significance of factors (impact on financial performance, strategic position, competitiveness)
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Quantify the factors according to the selected criteria (e.g., on a scale of 1 to 5)
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Prioritize factors based on their importance and urgency
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Identify key factors that require priority attention and action
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4.2.Analyzing relationships between factors 03. 05. 2024 04. 05. 2024pending
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Determine how the company's strengths and weaknesses relate to the opportunities and threats of the external environment