S.W.O.T

SWOT helps your team evaluate internal and external factors that impact your organization. It’s divided into four sections: Strengths, Weaknesses, Opportunities, and Threats. You can use this tool during your quarterly or annual sessions to support strategic planning.

To get started, select S.W.O.T. under Traction in the sidebar. Then, click the team dropdown and choose the team whose S.W.O.T. you want to view.

Select "+ Add" to add entries.

After adding your entries, you can also click the three-dot icon to raise an issue, create a to-do, create a rock, or delete an entry.

Print S.W.O.T

You can print a copy of your S.W.O.T by clicking the printer icon at the top right of the screen.

After selecting the Print icon, a PDF preview will appear. In the top-right corner of the preview, you’ll have the option to download or print the S.W.O.T.

What Is a SWOT Analysis?

A SWOT analysis is a strategic planning tool used by organizations to evaluate their internal and external environment by identifying Strengths, Weaknesses, Opportunities, and Threats. This framework helps teams understand where they currently stand and what strategic actions can help them achieve their goals.

Used at the beginning of strategic planning sessions or annual reviews, SWOT analysis provides a structured way to assess internal factors — such as core competencies and areas needing improvement — alongside external factors like market trends, competitive forces, and emerging opportunities.


Why Use SWOT Analysis in Your Planning?

A SWOT analysis gives teams a clear picture of both current strengths and potential challenges. By examining these four quadrants, leadership teams can:

  • Leverage Strengths — build on what the organization does well and identify competitive advantages.

  • Address Weaknesses — uncover areas where improvements can strengthen overall performance.

  • Spot Opportunities — find emerging market trends or new initiatives that could accelerate growth.

  • Anticipate Threats — identify external risks that might impact success and plan how to mitigate them.

SWOT analysis is not a one-time exercise but a framework that benefits from regular review as business conditions, team capabilities, and external environments evolve.


How to Conduct a SWOT Analysis

A typical SWOT process includes several key steps:

  1. Define the Objective — clarify the goal of the analysis, whether it’s organizational strategy, a new product launch, or team performance.

  2. Brainstorm Factors — gather input from multiple stakeholders to list strengths and weaknesses (internal) and opportunities and threats (external).

  3. Organize Insights — group identified factors into the four SWOT categories to reveal patterns and priority areas.

  4. Develop Actions — translate the analysis into a strategic plan that uses strengths, addresses weaknesses, seizes opportunities, and mitigates risks.

Using a structured matrix format can help teams visually compare internal and external elements side by side and make more informed decisions.


When to Use a SWOT Analysis

SWOT analysis works well for:

  • Annual strategic planning

  • New initiative evaluation

  • Competitive positioning

  • Team goal setting

  • Prioritizing resources and focus areas

By grounding discussions in a shared SWOT framework, teams can align around priorities and build strategies that support long-term traction and clarity.