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swot pestle template

SWOT Analysis and PESTLE Analysis Templates

Welcome to the RapidBI web site.

To support the official CIPD fact sheets, this page contains two templates for you to use as part of your SWOT or PESTLE analysis. Remember to add the fact sheets and this site to your references.

Jump down to the SWOT analysis template

Jump down to the PESTLE analysis template

Jump down to CPP project and assignment guide

The SWOT analysis.

The SWOT analysis is a great framework to explore the advantages and disadvantages an organisation, department or individual has in a particular situation. Use the template below as a tool for collecting, summarising and prioritising areas of focus.

SWOT Analysis on ____________________ (organisation name or product/ service/ project) Company/ Organisation Background/ situation ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ (usual business partners, relationships, channels to market, assumptions etc…) Date of SWOT Analysis ____/____/20__
Internal Factors	Under each of the PRIMO-F factors list the relevant Strengths and Weaknesses. List the Opportunities and Threats from your PESTLE analysis below. Next consider the combination of these factors, generate some options or alternative strategies for action.	Strengths (PRIMO-F) People ___________________ ___________________ ___________________ ___________________ Resources ___________________ ___________________ ___________________ ___________________ ___________________ Innovation & Ideas ___________________ ___________________ ___________________ ___________________ ___________________ Marketing ___________________ ___________________ ___________________ ___________________ ___________________ Operations ___________________ ___________________ ___________________ ___________________ ___________________ Finance ___________________ ___________________ ___________________ ___________________ ___________________	Weaknesses (PRIMO-F) People ___________________ ___________________ ___________________ ___________________ Resources ___________________ ___________________ ___________________ ___________________ ___________________ Innovation & Ideas ___________________ ___________________ ___________________ ___________________ ___________________ Marketing ___________________ ___________________ ___________________ ___________________ ___________________ Operations ___________________ ___________________ ___________________ ___________________ ___________________ Finance ___________________ ___________________ ___________________ ___________________ ___________________
External Factors		Opportunities (PESTLE) Political ___________________ ___________________ ___________________ ___________________ Economic ___________________ ___________________ ___________________ ___________________ ___________________ Sociologically ___________________ ___________________ ___________________ ___________________ ___________________ Technologically ___________________ ___________________ ___________________ ___________________ ___________________ Legal ___________________ ___________________ ___________________ ___________________ ___________________ Environmental ___________________ ___________________ ___________________ ___________________ ___________________	Threats (PESTLE) Political ___________________ ___________________ ___________________ ___________________ Economic ___________________ ___________________ ___________________ ___________________ ___________________ Sociologically ___________________ ___________________ ___________________ ___________________ ___________________ Technologically ___________________ ___________________ ___________________ ___________________ ___________________ Legal ___________________ ___________________ ___________________ ___________________ ___________________ Environmental ___________________ ___________________ ___________________ ___________________ ___________________

READ MORE: nine box grid model

Go back to the CIPD fact sheet on SWOT – Go to the RapidBI page on SWOT

For more template formats visit our SWOT template page

To download this template as a file please visit our resources zone

External or Environment Scan – The PESTLE analysis.

The PESTLE analysis is a great framework to explore the environment in which an organisation operates. Use the template below as a tool for collecting, summarising and prioritising areas of focus.

PESTLE Analysis on ____________________(Organisation name) Date of Analysis ____/____/20__ Who was involved ___________ ___________ ___________ ___________ ___________ ___________
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 organisation or business. For example if you are a small private company the behaviours of a BP / 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 organisation. How might the factors listed on the left impact your business or part of the organisation?	H – High M – 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 Trading policies Funding, grants and initiatives Home market lobbying/pressure groups Local authority rules/ local bylaws etc 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 Others include: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Economic 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 Others include: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Social 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 organisational culture Changes to education system Others include: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Technological 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 Others include: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Legal Current legislation home market Future legislation European/international legislation Regulatory bodies and processes Environmental regulations Employment law Consumer protection Industry-specific regulations competitive regulations Others include: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________
Environmental/ Ecological Environmental issues International National Local Environmental regulations Customer values Market values Stakeholder/ investor values Staff attitudes Management style Organisational culture Staff morale Staff engagement Global factors EU based factors Others include: _________________________________ _________________________________ _________________________________ _________________________________ _________________________________

Go back to the CIPD fact sheet on PESTLE – Go to the RapidBI page on PESTLE analysis

To download this template as a file please visit our resources zone

CPP project and assignment guide

For many CIPD students on the CPP (or other qualification) this forms part of your first written assignment. Also for many of you this will be your first assignment in an academic setting for some time. While we cannot write the assignment for you this and other pages here on the RapidBI site are here to help.

Structure: – follow the guidelines given by your provider as there are variances.

Look at what the assignment is trying to do – it is trying to get you to look at the role of HR from a strategic position – therefore you need to review HR in the context of what is and will be happening to the company/ organisation in terms of the people resource – availability, skills, retention etc.

PESTLE is the “analysis” that you do on the company as a whole and what is and will impact it – then review the HR function in the CONTEXT of the findings from the PESTLE – for example a PESTLE analysis will show that some sectors are currently being impacted by the immigration legislation – so hat are you as HR doing to manage this difficulty – change of talent pool, training, recruitment from different populations etc?

SWOT is a mix of the external factors (OT) from your PESTLE and the internal factors SW from your PRIMO-F analysis.

Remember to add the fact sheets and this site to your references. – including the date accessed.

See the:

CIPD fact sheets for details SWOT analysis & PESTLE analysis or the

RapidBI pages of SWOT analysis and PESTLE analysis

If you get stuck remember the CIPD community pages – do a thorough search as you may be surprised – many of the questions that you are asking yourself have been asked and answered – and they are there!

Note – These templates are designed to complement the CIPD fact sheets – they are not designed as standalone tools. For more information please visit www.cipd.co.uk or the relevant pages here at RapidBI

Please quote this site as reference for all course work.

Originally published Published on: Nov 29, 2007

Reviewed & updates October 2013

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swot pestle template was last modified: August 12th, 2014

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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