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The Business Loan Store

Practical worksheet

SWOT analysis template

Turn strengths, weaknesses, opportunities and threats into a short action plan.

Last reviewed 2 October 2026

Before you start

Be specific. Use evidence from customers, staff, costs and competitors rather than broad labels.

Why use this?

A SWOT helps you decide what to protect, improve, pursue or prepare for.

When should I use it?

Use before a new offer, location, supplier change or annual planning session.

What will it tell me?

The useful output is a few ranked actions with owners and dates, not a long list of adjectives.

Work through the steps

Each prompt explains what to enter. The example is a guide, not a target for your business.

What do customers value and what evidence supports it?

Repeat customers mention same-day repairs; 62% of jobs come from returning customers.

What internal limits affect quality, cost or capacity?

Only one qualified technician can complete complex jobs.

What external change could you serve profitably?

Nearby industrial estate needs maintenance outside normal hours.

What external event could harm sales or delivery, and what would signal it?

Single parts supplier; lead times rising over six weeks.

Choose the most useful actions, name an owner and review date.

Trial extended hours for six weeks; train a second technician; price an alternate supplier.

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This worksheet is general planning information. Ask a qualified accountant, tax agent or lawyer where your decision needs specialist advice.

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