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| Conducting a SWOT or
(OTSW)
What is it?
The granddaddy of focus group data gathering processes
is the traditional SWOT and its updated offspring, OTSW
Analysis. You can SWOT (or OTSW) a concept, a program, a
department, a school, or a new initiative. You can even
SWOT a person, although one must be careful when doing so.
When doing SWOT Analysis, remember that the S and the W
are INTERNAL and the O and T are external. Traditionally,
facilitators begin with the organization’s Strengths
and Weaknesses and then move out to the external Opportunities
and Threats. Recent thinking prompts consideration
first of the opportunities and threats existing in the
"outside world" against which the institution
can leverage its strengths and find conviction to correct
its weaknesses. We like this reversal of the traditional
order because it helps an organization place itself in
context.
Method
Group Process Technique: Brainstorming
Purpose: To generate a large quantity of ideas in
response to a stated problem or question.
The group is asked to generate as many responses to the
following questions within a limited time frame (10-20
minutes per question). All responses are recorded verbatim
and ideas are not judged until evaluation time.
Group Size: Can be used with any number of participants
(large groups can be broken into smaller groups of 6-10 to
maximize output)
Resources: Flip chart and markers
Procedure
1. Explain basic rules of brainstorming:
- Don’t evaluate the idea; defer judgment.
- Quantity is the goal.
- The wilder the better.
- Record each idea verbatim.
- Tagging on or combining ideas is okay.
2. Begin brainstorming by asking the following questions:
a. What opportunities exist in our external
environment?
b. What threats to the institution exist in our
external environment?
Brainstorm these along the lines of:
Political, economic, social, technology
Market size and behavior
Constituent behavior
Benefits sought
Potential new entrants
Direct competitors’ performance, strategies,
capabilities, intentions
c. What are the strengths of our institution?
d. What are the weaknesses of our institution?
Brainstorm these along the lines of:
Ability to design/innovate
Ability to source and produce
Ability to market and service
Ability to finance
Ability to manage
4. Record all ideas
verbatim.
5. After all ideas have been storyboarded and the time
limit is up, categorize ideas into thematic groupings.
Facilitator Notes To Wrap Up
Prioritization is a key factor in obtaining useful SWOT (OTSW)
data, as the output from brainstorming will be significant.
At the end of the small group reports, reduce the
list of strengths and weaknesses to no more than five
distinctive competencies and debilitating weaknesses:
- Strengths that are distinctive competencies
Are those few things that your institution does
best that constituents really care about and that
set it apart from other market entries. Core
competencies usually attract widespread agreement.
An organization will focus on capitalizing on its
distinctive competencies.
- Weaknesses that are debilitating
Are those areas in which constituents expect and
demand performance or competency and the institution
is dangerously lacking. Debilitating weaknesses
frequently attract widespread agreement. An
organization will focus on correcting its debilitating
weaknesses.
Reduce threats and opportunities to the five most
critically important of each.
Questions to Consider when evaluating OTSWs or SWOTs:
- What will the institution gain if it does nothing?
What will it lose?
- What will the institution gain if it launches a
successful initiative? What will it lose if it does
not?
SWOT (OTSW) MATRIX
- What are the Threats and Opportunities present in
the external marketplace that effect this school,
department, program, project?
- What are the Strengths and Weaknesses present inside
the institution that effect this school, department,
program, project?
| Opportunities
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Threats
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| Strengths
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Weaknesses
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Download
this document (MSFT Word, 53K)
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STRATEGIC
PLANNING RESOURCES
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Group Process
Strategic Plan Format
Strategic Planning
Processes, Grids and Matrices (all
MSFT Word docs to download)
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