Create The Edge Academy · Proposal Knowledge and Learning System · 2026 Edition
J
Meeting Evaluation & SWOT Analysis
A meeting that ends without an honest evaluation is a meeting that teaches nothing. This module is the disciplined debrief that turns every project, presentation, and event at Northstar Design Collaborative into sharper judgment for the next one.
Northstar Design Collaborative · Atlanta, GA · Internal Use Only · 2026
MODULE J · BRIEFINGS
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Section Briefings
Watch the video, listen to the podcast, then read the module. The same evaluation discipline in three formats.
Video · Meeting Evaluation & SWOT Analysis
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How Northstar Design Collaborative turns every meeting and event into sharper judgment for the next one.
Audio · Turning Project Experience into Repeatable Lessons
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The evaluation discipline that separates teams that improve from teams that repeat their mistakes, narrated.
Module J · Strategy Infographic
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MODULE J · FOUNDATIONS
J.0 · Why This Section Exists
Why the Debrief Decides the Next Win
The work does not end when the meeting ends or the event closes. It ends when the team has named what worked, what did not, and what to change. A firm that skips the debrief repeats its mistakes at full price.
Every presentation, every proposal review, every event Northstar Design Collaborative runs produces two outputs: the result, and the lesson. Most firms keep the result and lose the lesson. The deliberate evaluation is what captures the second one. It is a short, honest conversation, structured so that praise and criticism both land on something specific, and it converts the experience of one meeting into judgment the whole team carries into the next.
❞ Expert Insight
"The teams that improve are the ones that sit down afterward and say out loud what went well and what did not. The ones that just move on to the next thing make the same mistake three years running and never notice."
Create The Edge Academy · The Proposal Standard
Figure J.0.1 · What an Honest Evaluation Produces
1
Produces
A Named Lesson
The vague sense that something went wrong becomes a specific, stated cause that the team can actually act on next time.
2
Produces
A Repeatable Win
What worked is identified and made deliberate, so a one-time success becomes a standard the team can reproduce.
3
Produces
Shared Judgment
The lesson lives in the team, not in one person's head, so the next person facing the same situation already knows better.
4
Produces
An Action
Every evaluation ends in a change to make or a thing to keep, assigned to someone, not a discussion that evaporates.
▦ Rule of the House
No meeting or event is closed until it is evaluated. The debrief is part of the work, not an optional extra after it. The evaluation that gets skipped because everyone was busy is the one whose lesson gets paid for again at the next event.
MODULE J · FOUNDATIONS
J.1 · The Framework
What a SWOT Analysis Is
SWOT stands for Strengths, Weaknesses, Opportunities, and Threats. It is a simple grid that forces a balanced look: two quadrants on what you control now, two on what the future holds.
Figure J.1.1 · The Four Quadrants
Strengths
Internal · Present
What are we doing well that we should keep and build on? What the team or firm is doing well right now, within its power to continue.
Weaknesses
Internal · Present
What are we doing poorly that is within our power to fix? Internal gaps, bottlenecks, and breakdowns the team owns and can address.
Opportunities
External · Future
What outside change could we turn to our advantage? Openings in the market, client, or situation that the team could convert into a gain.
Threats
External · Future
What outside risk could hurt us if we do not prepare? External risks outside the team's direct control that could hurt the next effort.
✓ Best Practice: Remember the Two Axes
Internal versus external, and present versus future. Strengths and weaknesses are about you, right now, and you can change them directly. Opportunities and threats are about the world around you, and you respond to them rather than control them. Keeping the axes straight stops the grid from collapsing into one vague list.
☰ From the Files
SWOT is not only a planning tool for the future; it is equally an evaluation tool for the past. After an event, the same four quadrants ask what went well, what went badly, what the result opens up next, and what could undermine the next one. Northstar Design Collaborative uses it both ways.
MODULE J · FOUR QUADRANTS
J.2 · Strengths
Strengths: What Is Working
Strengths are the things the team did well and should keep doing. Naming them matters as much as naming problems, because a win nobody identifies is a win nobody repeats on purpose.
Strengths are internal and present: the capabilities, habits, and decisions that are working in the team's favor right now. It is tempting to rush past them to get to the problems, but that is a mistake. A strength that is named becomes a standard the team repeats deliberately. A strength left unnamed was luck, and luck does not show up reliably. The discipline is to state what worked specifically enough that someone could do it again.
Figure J.2.1 · Finding Real Strengths
Ask
Why It Matters
What went better than expected?
Surfaces the wins that would otherwise be taken for granted
What did we do that we should repeat?
Turns a one-time success into a deliberate standard
What advantage do we have that competitors do not?
Identifies what to lean on harder in the next effort
Who or what made the difference?
Credits the specific cause so it can be resourced again
❞ Expert Insight
"When something goes really well, stop and figure out exactly why before you move on. That is the thing you want to bottle and do every single time. Most people only analyze the failures and let the wins slip past unexamined."
Create The Edge Academy · Sales Intelligence Series
✓ Best Practice
Be specific about strengths, not generic. "The early sign-up push worked" is useful because it names a tactic to repeat. "Everyone did great" is not, because no one can act on it. A strength is only worth listing if it is concrete enough to reproduce on purpose.
MODULE J · FOUR QUADRANTS
J.3 · Weaknesses
Weaknesses: What Is Holding Back
Weaknesses are the internal problems the team can actually fix. The honest naming of them, without blame, is what separates a useful evaluation from a comfortable one.
Weaknesses are internal and present: the gaps, bottlenecks, and breakdowns that are within the team's power to address. The hard part is honesty. An evaluation that protects feelings by softening the weaknesses is worthless, because the unspoken problem repeats. The skill is to name the weakness as a problem with a process, not a person, so the conversation stays about fixing the system rather than assigning fault.
Figure J.3.1 · Naming Weaknesses Usefully
Weak Framing
Useful Framing
"Check-in was a mess"
"One line formed instead of two, so people waited and got frustrated"
"Volunteers were useless"
"Volunteers arrived without a specific assigned task, so they waited to be told what to do"
"We ran short"
"We capped at 144 but registration crept to 156, and we ran short on golf carts"
"Communication was bad"
"The task list was emailed but never confirmed, so no one owned the morning roles"
▦ Rule of the House
Name the weakness as a problem with a process, not a verdict on a person. "The hand-off had no owner" can be fixed; "she dropped the ball" starts an argument and fixes nothing. The evaluation exists to improve the system, and that only works when people can be honest without being blamed.
⚠ Common Failure
The polite evaluation that lists only strengths because no one wants to criticize. It feels good and changes nothing. If the debrief produces no weaknesses, it was not honest, and the same problems will surface again at the next event, having cost real money the second time.
MODULE J · FOUR QUADRANTS
J.4 · Opportunities
Opportunities: What Could Be Gained
Opportunities are external openings the team could turn to its advantage. The skill is seeing them, because an opportunity ignored looks exactly like nothing happening at all.
Opportunities are external and forward looking: changes in the market, the client, or the situation that the team could convert into a gain. They are easy to miss because they arrive disguised as ordinary events. A client saying the fee is a little high is, framed correctly, an opportunity to adjust and win the work rather than a rejection. The discipline is to ask, of every development, what advantage it could be turned into.
Figure J.4.1 · Where Opportunities Hide
Looks Like
Could Be the Opportunity To
A client says the fee is a little high
Adjust the scope or fee and help them say yes, winning the project
An event drew a strong turnout
Add sponsorships, videos, or content that builds on the momentum
A presentation went well with one architect
Build the relationship into referrals and repeat work
A new channel is gaining attention
Couple it with existing efforts so each one amplifies the others
❞ Expert Insight
"When a client tells you the proposal is a little too high, that is not a no. That is an opening. It gives you the chance to say, let us adjust this so we can help you win the project. Framed right, the objection is the opportunity."
Create The Edge Academy · 40 Years in the Room
✓ Best Practice
Couple opportunities together rather than chasing them one at a time. An interview becomes a video, the video goes on the channel, the channel feeds the social posts, and each piece amplifies the others. A single opportunity used in isolation is a fraction of what the same effort produces when the pieces are linked.
MODULE J · FOUR QUADRANTS
J.5 · Threats
Threats: What Could Go Wrong
Threats are external risks that could undermine the next effort. Naming them in advance is what turns a threat from a surprise that derails the day into a contingency the team already planned for.
Threats are external and forward looking: the risks outside the team's direct control that could hurt the next project or event. Many threats are predictable from past experience, and naming them is the first step to neutralizing them. Most threats are not disasters waiting to happen; they are simply things that have not been confirmed yet.
Figure J.5.1 · Common Threats and Their Defenses
Threat
The Defense Naming It Enables
People who never replied but show up on the day
A clear registration cutoff and a plan for walk-ins
Registration exceeding the planned cap
A firm cap with a known margin, decided before it is hit
Last-minute logistics falling apart
An assigned owner for rides, signage, and coordination
A key dependency arriving late or not at all
A confirmation step rather than an assumption it is handled
✓ Best Practice
Treat last year's chaos as this year's threat list. The problems that blindsided the team last time are the most predictable threats this time, because they already happened once. An evaluation that captured them becomes the checklist that prevents them, which is the entire return on doing the debrief.
☰ From the Files
A threat is not always a disaster; sometimes it is simply the thing that has not been confirmed yet. The registrants who have not replied, the contract not yet signed, the volunteer who has not been given a task: each is a threat only until someone closes it. Most threats are neutralized by confirmation, not heroics.
MODULE J · RUNNING THE EVALUATION
J.6 · The Meeting
Running the Meeting Evaluation
The evaluation is a meeting with a shape. Someone leads it, the four quadrants give it structure, and it ends in writing with actions assigned. Without that shape it becomes a venting session that changes nothing.
Figure J.6.1 · The Shape of the Evaluation
1
Step One
Lead It
One person runs the debrief and walks the team through all four quadrants in order, keeping it from drifting into only complaints.
2
Step Two
Hear Everyone
The person who saw the problem is often not the one who owns it. Every role in the room sees a different part of the picture.
3
Step Three
Write It Down
Capture the four quadrants in writing. An evaluation no one recorded is forgotten before the next event needs it.
4
Step Four
Assign Actions
Each change to make gets an owner and a name attached. Insight with no owner is a conversation, not an improvement.
❞ Expert Insight
"What worked last time was giving each volunteer a specific task and having them sign their name to it. Active, named, accountable. The year we just asked for volunteers in general, everyone showed up and stood around asking what to do."
Create The Edge Academy · Sales Intelligence Series
▦ Rule of the House
An evaluation ends with assigned actions or it did not happen. The test of a debrief is not how good the discussion felt but how many specific changes left the room with a name attached. No owner, no action; no action, no improvement.
MODULE J · RUNNING THE EVALUATION
J.7 · Worked Example
The Golf Tournament SWOT: A Real Example
This is a SWOT Northstar Design Collaborative actually ran. In planning the annual golf tournament, the team built a full analysis of the prior year to shape the next. It shows the framework working on a real event, not a hypothetical.
Each year Northstar Design Collaborative hosts a golf tournament, and the team plans the next one by analyzing the last. The tournament runs on a known date with an 8am check-in and a 9:30 shotgun start, capped near 144 players. The analysis below is drawn from that real session.
Figure J.7.1 · The Golf Tournament SWOT
Quadrant
What the Team Identified
Strengths
The early sign-up push worked well. Raffle prizes were chosen during play and matched to winners on the spot, replacing the old hours-long draw. Two course plans were ready, returning teams came back, and the giveaways were popular.
Weaknesses
Golf cart capacity ran short when registration crept from the 144 cap to 156. Check-in bottlenecked into one long line instead of a split by last name. Volunteers arrived without specific assigned tasks and waited to be told what to do.
Opportunities
Raise the price per player on the new contract. Add three or four videos to promote the event. Give each volunteer a specific named task so they participate actively. Build sponsorships and expand the raffle.
Threats
People who never replied but show up on the day. Registration exceeding the cart capacity again. Last-minute ride and logistics confusion pulling the lead away from running the event.
☰ From the Files
Notice how each quadrant points to an action. The check-in bottleneck (weakness) becomes a plan to split the line and assign a named greeter (action). The no-shows (threat) become a registration cutoff (defense). This is the whole purpose of the grid: every box should generate something the team will do differently next time.
✓ Best Practice
Run the SWOT on last year's event while planning this year's. The team that analyzes the previous tournament before the next one walks in already knowing what to repeat and what to fix. The analysis is most valuable when it sits at the front of planning, not filed away after the fact.
MODULE J · RUNNING THE EVALUATION
J.8 · From Analysis to Action
Turning SWOT into Action
A SWOT grid is not the deliverable. The actions it produces are. Each quadrant pairs with a move: keep the strengths, fix the weaknesses, pursue the opportunities, defend against the threats.
Figure J.8.1 · Each Quadrant Becomes a Move
Quadrant
The Action It Demands
Strengths
Make it deliberate. Write the win into the plan so it is repeated on purpose, not by luck.
Weaknesses
Assign a fix. Give the process gap an owner and a specific change before the next effort.
Opportunities
Pursue with an owner. An opportunity nobody is assigned to chase is one nobody chases.
Threats
Plan a defense. Decide the cutoff, the margin, or the contingency now, while it is calm.
▦ Rule of the House
Every quadrant must produce at least one action with a name on it. A strength with no plan to repeat it, or a threat with no defense assigned, is an observation, not a result. The grid is judged by the actions that leave it, not by how complete the boxes look.
⚠ Common Failure
Treating the SWOT as the finished product. The team fills in four neat boxes, feels productive, and files it. Next event, the same weaknesses recur because the boxes were never converted into assigned changes. The analysis without the action is theater.
MODULE J · CLOSING THE LOOP
J.9 · Follow-Up
Following Up After the Meeting
The evaluation names the actions. The follow-up makes sure they happen. Without it, the best debrief in the world produces a list that everyone agreed with and no one executed.
Figure J.9.1 · The Follow-Up Discipline
Step
What It Ensures
Confirm each owner accepts the action
No action is orphaned because the owner never knew it was theirs
Set a date for each action
An action without a deadline competes with everything urgent and loses
Check progress before the next event
Problems surface while there is still time to fix them, not on the day
Carry forward what is unfinished
An incomplete action is tracked, not silently dropped
❞ Expert Insight
"The follow-up is where most of it is won or lost. Anyone can have a good meeting. The teams that actually improve are the ones that go back to the list a week later and make sure the things people agreed to are actually getting done."
Create The Edge Academy · 40 Years in the Room
✓ Best Practice
Put the assigned actions somewhere they will be seen again before the next event, not buried in meeting notes. The list that resurfaces at the right time gets done; the one filed and forgotten gets rediscovered only when the same problem repeats. Tie the follow-up to the next planning session so the loop closes itself.
MODULE J · CLOSING THE LOOP
J.10 · The Checklist
The Evaluation Checklist
The whole section reduces to a checklist run after every meeting, presentation, and event. It is the same discipline as the fee defense checklist in Section H, the compliance checklist in Section I, and the file discipline checklist in Section K, applied to learning from experience.
The evaluation is a habit, and habits hold when reduced to a checklist run every time. Run it after every significant meeting, presentation, or event, and the team compounds its judgment instead of repeating its mistakes.
Run the Four Quadrants
Strengths named specifically enough to repeat on purpose
Weaknesses framed as process problems, not blame
Opportunities identified, including objections reframed as openings
Threats listed from last time's surprises and current unknowns
Every quadrant produces at least one action
Close the Loop
Each action has a named owner and a date
The evaluation is captured in writing, not just discussed
Actions are placed where they resurface before the next event
Progress is checked, and unfinished items carried forward
The analysis feeds the next planning session at the front, not the file
▦ Rule of the House
If the evaluation produced no weaknesses and no assigned actions, it was not honest and it did not happen. A debrief that only confirms how well everything went has skipped its entire purpose. Run the full grid, name the hard things, and assign the changes.
❞ Expert Insight
"The point of looking back is to be better next time. Strengths, weaknesses, opportunities, threats: say them honestly, write them down, give each one a name and a next step. That is how a team that has done a thing once does it twice as well."
Create The Edge Academy · The Winning Brief
MODULE J · ASSESSMENT
✓ Comprehensive Test
Fifteen Questions on Meeting Evaluation and SWOT
Fifteen questions across all eleven sub-modules. Each has one correct answer. Work through them in one sitting, then check against the answer legend.
1
SWOT stands for:
AStrengths, Weaknesses, Outcomes, Tactics
BStrengths, Weaknesses, Opportunities, Threats
CSystems, Workflows, Operations, Targets
DScope, Work, Order, Time
2
Strengths and weaknesses are best described as:
AExternal and future-looking
BInternal and present, within the team's control
CThings only management can assess
DIrrelevant to an evaluation
3
Opportunities and threats differ from strengths and weaknesses because they are:
ALess important
BExternal and forward-looking
CAlways negative
DOnly about money
4
Why name strengths and not just problems in an evaluation?
ATo make people feel good
BSo a win can be repeated deliberately rather than left to luck
CIt is not necessary to name strengths
DTo fill time
5
The most useful way to frame a weakness is:
AAs a verdict on the person responsible
BAs a problem with a process that can be fixed
CVaguely, to avoid hurting feelings
DBy leaving it out entirely
6
A client saying "the proposal is a little too high" is best treated as:
AA flat rejection
BAn opportunity to adjust and help them win the project
CA reason to walk away
DAn insult to ignore
7
In SWOT, a threat is best understood as:
ASomething to panic about
BAn external risk to prepare a defense against
CAn internal weakness
DA guaranteed disaster
8
Many threats are neutralized not by heroics but by:
AIgnoring them
BConfirmation, closing the open item before it becomes a problem
CHoping for the best
DAdding more people on the day
9
A meeting evaluation should end with:
AA general good feeling
BSpecific actions assigned to specific people
CA promise to discuss it again sometime
DNothing in particular
10
In the golf tournament example, volunteers struggled because they:
AWere too few in number
BArrived without a specific assigned task and waited to be told what to do
CRefused to help
DWere never asked
11
The golf tournament check-in bottleneck was caused by:
AToo few players
BOne long line forming instead of a split by last name
CBad weather
DA late start
12
The purpose of converting a SWOT grid into actions is that:
AThe grid itself changes nothing until it produces decisions
BGrids look professional
CIt fills the meeting time
DClients expect it
13
Follow-up after an evaluation means:
AFiling the notes and moving on
BConfirming owners, setting dates, and checking progress before the next event
CWaiting for problems to reappear
DHolding another meeting with no agenda
14
The best time to run a SWOT on an event is:
ANever; it is busywork
BOn last year's event while planning this year's, at the front of planning
COnly if something went wrong
DYears later, for the record
15
If an evaluation produces no weaknesses and no assigned actions, it:
AWas a great meeting
BWas not honest and did not serve its purpose
CMeans everything is perfect
DShould be celebrated
MODULE J · ASSESSMENT
☑ Answer Legend · Part 1 of 2
Answers · Questions 1 through 8
Do not review until the test is complete. Return to any sub-module that surprised you.
Question 1
Correct: B · Strengths, Weaknesses, Opportunities, Threats
SWOT is the four-quadrant framework: two internal and present, two external and forward-looking. The grid forces a balanced view rather than a one-sided list. See J.1.
Question 2
Correct: B · Internal and present, within the team's control
Strengths and weaknesses describe what the team is doing well and badly right now, and both are within its power to change directly. See J.1, J.2, and J.3.
Question 3
Correct: B · External and forward-looking
Opportunities and threats sit outside the team and ahead in time. They are responded to and prepared for rather than controlled directly. See J.1.
Question 4
Correct: B · So a win can be repeated deliberately rather than left to luck
A strength that is named specifically becomes a standard the team reproduces on purpose. A win nobody identifies is a win nobody repeats reliably. See J.2.
Question 5
Correct: B · As a problem with a process that can be fixed
Framing a weakness as a process gap keeps the conversation on fixing the system. Framing it as a verdict on a person starts an argument and fixes nothing. See J.3.
Question 6
Correct: B · An opportunity to adjust and help them win the project
An objection on price is an opening, not a no. Reframed, it lets the consultant adjust the scope or fee and help the client say yes. See J.4.
Question 7
Correct: B · An external risk to prepare a defense against
A threat is an outside risk that could hurt the next effort. Naming it in advance turns it from a surprise into a contingency the team already planned for. See J.5.
Question 8
Correct: B · Confirmation, closing the open item before it becomes a problem
Most threats are simply things not yet confirmed: the unsigned contract, the unreplied registrant, the untasked volunteer. Confirmation neutralizes them. See J.5.
MODULE J · ASSESSMENT
☑ Answer Legend · Part 2 of 2
Answers · Questions 9 through 15
The remaining answers with reasoning and sub-module cross-references.
Question 9
Correct: B · Specific actions assigned to specific people
An evaluation that produces only insight, with no owner for the change, produces no change. The debrief ends with assigned actions or it did not happen. See J.6.
Question 10
Correct: B · Arrived without a specific assigned task and waited to be told what to do
In the real golf tournament evaluation, general volunteer calls produced people who showed up unsure of their role. The fix was a specific named task per volunteer. See J.6 and J.7.
Question 11
Correct: B · One long line forming instead of a split by last name
The check-in was meant to split by last name across two tables, but one line formed. A named greeter and an enforced split is the fix. See J.7.
Question 12
Correct: A · The grid itself changes nothing until it produces decisions
A SWOT filled in and filed has produced nothing. The value is in converting each quadrant into an assigned action: keep, fix, pursue, defend. See J.8.
Question 13
Correct: B · Confirming owners, setting dates, and checking progress before the next event
Follow-up connects the evaluation to the next result. Owners confirm, deadlines are set, and progress is checked before the next event. See J.9.
Question 14
Correct: B · On last year's event while planning this year's, at the front of planning
The analysis is most valuable at the front of planning, so the team walks in knowing what to repeat and what to fix. See J.7.
Question 15
Correct: B · Was not honest and did not serve its purpose
A debrief that lists only strengths and assigns no actions has skipped its purpose. The same problems will recur at the next event, having cost real money the second time. See J.3 and J.10.
MODULE J · STUDY TOOLS
◆ Flashcards · Reference Grid
Twelve Cards · Front and Back
Twelve flashcards covering the working vocabulary of Section J. Read the front, recall the back, then check.
1SWOT
Strengths, Weaknesses, Opportunities, Threats. A four-quadrant grid that forces a balanced view of any situation or past event.
(J.1)
2The Two Axes
Internal vs external, and present vs future. Strengths/weaknesses are internal and present; opportunities/threats are external and future.
(J.1)
3Strengths
What is working, named specifically enough to repeat on purpose. A win left unnamed is luck, and luck does not repeat reliably.
(J.2)
4Weaknesses
Internal problems the team can fix. Frame as a process gap, not a verdict on a person, so the system gets fixed without blame.
(J.3)
5Opportunities
External openings to turn to advantage. Often disguised as ordinary events; an objection on price can be an opening to win the work.
(J.4)
6Threats
External risks to prepare a defense against. Named in advance, a threat becomes a contingency instead of a surprise.
(J.5)
7Threats Are Unconfirmed Items
The unsigned contract, the unreplied registrant, the untasked volunteer. Most threats are closed by confirmation, not heroics.
(J.5)
8Shape of the Evaluation
Someone leads it, all four quadrants are covered, it is captured in writing, and it ends with assigned actions. No owner = no action = no improvement.
(J.6)
9The Golf Tournament SWOT
Real Northstar Design Collaborative example: early sign-up worked; carts ran short; raise price and add videos; no-shows and logistics were threats. Each box produced an action.
(J.7)
10Each Quadrant Becomes a Move
Keep the strengths, fix the weaknesses, pursue the opportunities, defend against the threats. Every box produces an action. A grid filed without actions produced nothing.
(J.8)
11Follow-Up
Confirm owners, set dates, check progress before the next event, carry forward what is unfinished. Where improvement is won or lost.
(J.9)
12The Honesty Test
If the evaluation produced no weaknesses and no assigned actions, it was not honest and did not happen. The debrief exists to improve the system, not to confirm how well things went.
(J.10)
MODULE J · STUDY TOOLS
□ Flashcards · Interactive
Tap the Card to See the Answer
Twelve cards, one at a time. Read the front, attempt the back from memory, then tap to check.
Term · Tap to Reveal
SWOT
Strengths, Weaknesses, Opportunities, Threats. A four-quadrant grid that forces a balanced view of any situation or past event. (J.1)
Tap card to flip · Use arrows to navigate
1 of 12
MODULE J · STUDY TOOLS
✂ Printable Cut-Out Study Cards
Print, Cut, Carry
Twelve cards arranged for printing. Cut along the borders. Keep them on your desk.
SWOT
Strengths, Weaknesses, Opportunities, Threats. A four-quadrant grid forcing a balanced view of a situation or past event.
The Two Axes
Internal vs external, present vs future. Strengths/weaknesses are internal and now; opportunities/threats are external and ahead.
Strengths
What is working, named specifically enough to repeat on purpose. A win left unnamed is luck.
Weaknesses
Internal problems the team can fix. Frame as a process gap, not a verdict on a person.
Opportunities
External openings to turn to advantage. An objection on price can be an opening to win the work.
Threats
External risks to defend against. Named in advance, a threat becomes a contingency, not a surprise.
Threats Are Unconfirmed Items
The unsigned contract, the unreplied registrant, the untasked volunteer. Confirmation neutralizes most threats.
Shape of the Evaluation
Someone leads it, all four quadrants covered, captured in writing, ends with assigned actions.
The Golf Tournament SWOT
Real example: early sign-up worked; carts ran short; raise price, add videos; no-shows and logistics were threats.
Each Quadrant Becomes a Move
Keep strengths, fix weaknesses, pursue opportunities, defend against threats. Every box produces an action.
Follow-Up
Confirm owners, set dates, check progress before the next event. Where improvement is won or lost.
The Honesty Test
No weaknesses and no assigned actions = the evaluation was not honest and did not happen.
MODULE J · PRESENTATION
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