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PESTLE analysis templates

PESTLE Analysis Templates

PESTLE Analysis micro site – HistoryIntroductionTemplatesHR exampleSchools & EducationPEST-G

PEST/ PESTLE Analysis on ____________________(organization name) SWOT

SWOT Context ____________________ SWOT

Date of Analysis     ____________ view

PESTLE Analysis factors Your notes Potential Impact: Implication and importance
The list below is just to get you started. Remember to put these , and others that you add in the context of your organization or business.For example if you are a small private company the behaviours of a Tesco or a large international player may well impact on you.

If you are a local authority, government changes will change your priorities. In the NHS changes to treatments and public attitudes will also impact etc.

About your organization.How might the factors listed on the left impact your business or part of the organization? H – HighM – Medium

L – Low

U – Undetermined

Time Frame:0-6 months

6-12 months

12-24 months

24 + months

Type:Positive +

Negative –

Unknown

Impact:Increasing >

Unchanged =

Decreasing <

Unknown

Relative Importance:Critical

Important

Un-important

Unknown

Political – SWOT
  • Trading policies
  • Funding, grants and initiatives
  • Home market lobbying/pressure groups
  • International pressure groups
  • Wars and conflict
  • Government policies
  • Government term and change
  • Elections
  • Inter-country relationships/attitudes
  • Terrorism
  • Political trends
  • Governmental leadership
  • Government structures
  • Internal political issues
  • Shareholder/ stakeholder needs/ demands
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
Economic – SWOT
  • Home economy situation
  • Home economy trends
  • Overseas economies and trends
  • General taxation issues
  • Taxation changes specific to product/services
  • Seasonality/weather issues
  • Market and trade cycles
  • Specific industry factors
  • Market routes and distribution trends
  • Customer/end-user drivers
  • International trade/monetary issues
  • Disposable income
  • Job growth/unemployment
  • Exchange rates
  • Tariffs
  • Inflation
  • Interest and exchange rates
  • Consumer confidence index
  • Import/export ratios
  • Production level
  • Internal finance
  • Internal cash flow
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
Social – SWOT
  • Consumer attitudes and opinions
  • Media views
  • Law changes affecting social factors
  • Brand, company, technology image
  • Consumer buying patterns
  • Major events and influences
  • Buying access and trends
  • Ethnic/religious factors
  • Advertising and publicity
  • Ethical issues
  • Demographics (age, gender, race, family size,)
  • Lifestyle changes
  • Population shifts
  • Education
  • Trends
  • Fads
  • Diversity
  • Immigration/emigration
  • Health
  • Living standards
  • Housing trends
  • Fashion & role models
  • Attitudes to work
  • Attitudes to people doing certain types of work
  • Leisure activities
  • Occupations
  • Earning capacity
  • Staff attitudes
  • Management style
  • organizational culture
  • Changes to education system
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
Technological – SWOT
  • Competing technology development
  • Research funding
  • Associated/dependent technologies
  • Replacement technology/solutions
  • Maturity of technology
  • Manufacturing maturity and capacity
  • Information and communications
  • Consumer buying mechanisms/technology
  • Technology legislation
  • Innovation potential
  • Technology access, licensing, patents
  • Intellectual property issues
  • Global communications
  • Inventions
  • Innovations
  • New discoveries
  • Research
  • Energy uses/sources/fuels
  • Communications
  • Rate of obsolescence
  • Health (pharmaceutical, equipment, etc.)
  • Manufacturing advances
  • Information technology
  • Internet
  • Transportation
  • Bio-tech
  • Genetics
  • Waste removal/recycling
  • Email
  • M-learning
  • E-learning
  • Collaboration tools
  • Software changes
  • RSI
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
Additional split of information if doing a PESTLE analysis rather than a PEST analysis:
Legal – SWOT
  • Current legislation home market
  • Future legislation
  • European/international legislation
  • Regulatory bodies and processes
  • Environmental regulations
  • Employment law
  • Consumer protection
  • Industry-specific regulations
  • competitive regulations
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
Environmental – SWOT
  • Ecological
  • Environmental issues
    • International
    • National
    • Local
  • Environmental regulations
  • Customer values
  • Market values
  • Stakeholder/ investor values
  • Staff attitudes
  • Management style
  • organizational culture
  • Staff morale
  • Staff engagement
  • Global factors
  • EU based factors
  • ___________________
  • ___________________
  • ___________________
  • ___________________
  • ___________________
PESTLE analysis templates was last modified: March 24th, 2021
Mike Morrison

Mike is a consultant and change agent specialising in developing skills in senior people to increase organizational performance. Mike is also founder & director of RapidBI, an organizational effectiveness consultancy. Check out his linkedin profile MikeMorrison LinkedIn Profile

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