Strategic Planning
The SWOT inside the plan, and not in a separate file.
Strengths, weaknesses, opportunities and threats recorded where the plan lives — so each item can become an objective instead of sitting in a document nobody reopens.
- The interface
- SWOT Analysis
- Duration
- 24 s
- Area
- Strategy
Companies already operating on LeverPro
5 business days
for the P&L to be ready at Distrivisa — before, it only closed on the 15th
Distrivisa
+100
ERPs integrated natively, the Brazilian ones included
12
native surfaces reading the same base
ISO 27001
information security management
WHAT HOLDS IT UP TODAY
The SWOT leaves the offsite and lands in a PDF nobody reopens
It is not a lack of effort: it is the format. A spreadsheet has nowhere to hold the rule, the trail and the permission at once.
The SWOT is an offsite exercise
It is done in a day's workshop and filed in a PDF. What was identified never becomes action.
There is no bridge between diagnosis and plan
The listed threat and the year's objective never reference each other. They are two documents.
It is never revised
The context changes, and the analysis keeps describing last year.
STRATEGIC PLANNING
SWOT Analysis running in LeverPro
24 seconds of the platform really running, recorded from the interface itself. Press play.
SWOT matrix in LeverPro, with the plan's strengths, weaknesses, opportunities and threats.
WHAT YOU SEE ON SCREEN
The matrix as structure, and the finding becoming an objective
Four things happen on this screen, and each one settles a piece of the month.
- 0:03
The four quadrants
The matrix built as structure, with the items in each quadrant.
- 0:09
The items with a description
Each strength and each threat written by whoever took part, where the plan lives.
- 0:15
The bridge to the objectives
The diagnosis item links to an objective on the map — the finding becomes a plan.
- 0:20
Revision as routine
Being data, the matrix can be revisited every cycle instead of every year.
BEFORE AND AFTER
The same operation, in both formats
How it runs today
- The SWOT leaves the offsite and lands in a PDF
- Diagnosis and plan are two unconnected documents
- The workshop's finding never becomes an objective
- The review happens once a year, if at all
With LeverPro
- The matrix lives where the plan lives
- The item links to the objective that addresses it
- The diagnosis becomes an input to the strategy map
- Revising means editing data, not redoing a workshop
Want to see this on your own figures, and not the video's?
Book a diagnosticHOW IT WORKS
From the ERP entry to the interface
Three steps, and the second is the one most tools skip.
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The diagnosis is recorded as data
Quadrant, item and description become objects, not paragraphs in a file.
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The link to the map is explicit
What the item addresses is made explicit, and the plan stops ignoring the diagnosis.
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Revising is cheap
Editing structure costs less than rebuilding a document.
WHO USES IT
What each role takes from this
Planning
Turns the workshop's finding into an objective in the plan.
Executive board
Revisits the diagnosis with the result beside it.
CFO
Sees the identified threat reflected in the budgeted scenario.
“LeverPro delivered efficiency, speed and lower risk, ending the dependence on multiple spreadsheets and making financial decisions far more reliable.”
SNEF Brasil · Engineering
RELATED INTERFACES
Other Strategy interfaces
The same base, a different operation.
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Strategic Planning
Strategy Map
The plan's objectives across the four perspectives, linked to the figure.
See the interface
-
Strategic Planning
Balanced Scorecard
Fourteen metrics across four perspectives, with the OKRs linked.
See the interface
-
Strategic Planning
Porter's Five Forces
The sector's competitive structure assessed force by force.
See the interface
- See Strategy in full The area's 4 interfaces, what holds it up today and who uses it. Open
QUESTIONS
What people usually ask about this interface
If yours is not here, ask — we reply within one business day.
Isn't a SWOT subjective by nature?
Does it link to the strategy map?
Who can edit?
Can this year's SWOT be compared with last year's?
RECOGNITION
Four years running in the 100 Open Startups ranking.
HOW YOUR DATA IS KEPT
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Who gets in
Corporate authentication through the identity provider the company already uses.
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Who sees what
Permission by area and by slice, on the same base — with no copy of the file.
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Where the figure came from
A trail from the consolidated figure to the source accounting entry.
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How the data comes out
Export guaranteed. The data belongs to your company.
Let's look at your budget cycle
Thirty minutes with people who do this every day, about how your planning runs today.
You leave knowing what can be solved first — or with us telling you it doesn't make sense.
No spam and no mailing list — we reply within one business day.
What happens in the conversation
- You tell us how planning runs today
- We point out what can be solved first
- Where LeverPro fits into your ERP and your spreadsheets
- Or we tell you it doesn't make sense, and that's that
How your data is kept
ISO 27001LGPDSSO / SAMLExportable data