Building a SWOT Analysis Template: Word

SWOT analysis is a business tool aimed at long-term planning. SWOT diagrams were created to help executives better anticipate problems in the workplace. They’re comprised of four quadrants that outline positive and negative aspects of a proposal.

For a better diagramming solution, try Lucidchart. It was built specifically to handle SWOT diagrams and other charts. Lucidchart is optimized for collaboration with colleagues, as well as print and digital publishing.

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Creating SWOT Analysis Templates In Word

SWOT diagrams are an effective way of outlining your strengths, weakness, opportunities, and threats. Although Microsoft Word is not primarily a diagramming tool, it can be used to create SWOT diagrams. These are text-based charts, so building a SWOT analysis template in Word is not too difficult. This page will walk you through different options for using Word to create SWOT analysis diagrams.

There are advantages and disadvantages of using Word for SWOT. You can edit text boxes, change their fill and line color, and easily add bullet points. However, Lucidchart is designed specifically for diagrams. Instead of making a static chart in Microsoft Word, Lucidchart enables you to save a single version that incorporates feedback in real time.

Read on for four ways to use Microsoft Word to build your SWOT analysis diagram:


How to make a SWOT diagram in Word

1.

Open a new document in Word.

2.

Add a text box by selecting the Insert tab and clicking the text box option.

3.

Choose Draw Text Box.

4.

To create a quadrant, hold Shift and drag your mouse to make a square.

5.

Right click the text box to format the color.

6.

To add additional text boxes, copy the existing text box with Ctrl (Cmd) + C. Then hold Shift to select two boxes, and choose Format > Align > Align Top.

7.

Repeat the previous step to create a total of four boxes. To format your diagram into a two by two diagram, use the alignment tools in the Drawing Tools tab. Try choosing different, but complementary, colors for your boxes for an attractive. Word has pre-built themes to choose colors from, which appear automatically when you right-click a shape.

8.

Start typing on each box to create your inventory. To add bullet points, highlight your text and choose the Bullet Points format from the Home tab.

9.

To add titles to your quadrant, simply start typing in the corresponding text box. In this example, the top row has titles along the top, and the bottom row has them along the bottom. Highlight and choose text alignment options from the Home tab to alter the look of your diagram.

10.

You can now print or share your SWOT analysis template in Word!


How to import a complete Lucidchart SWOT diagram into Word

1.

Open the SWOT template in Lucidchart.

2.

Make your edits. Make your edits by double-clicking the text box in each quadrant to fill out the bullet points.

3.

To change the color scheme of your diagram, navigate to the “SWOT Analysis (master)” tab.

4.

Save it as a .PNG file by clicking File > Download As and selecting the .PNG option.

5.

Open a Word document, then click Insert > Pictures.

6.

You now have a complete SWOT diagram that can be saved and published from Word.


How to import a Lucidchart SWOT diagram as a photo background into Word

1.

Open the SWOT template in Lucidchart.

2.

Instead of filling out the bullet points, simply adjust the color scheme of the Master background as desired. The Master page can be accessed by navigating to the "SWOT Analysis (master)" tab.

3.

Save a .PNG file by clicking File > Download As and selecting the .PNG option.

4.

Open a Word document, then click Insert > Pictures. Insert the .PNG file you just saved.

5.

Click Insert > Text Box. Align your text boxes with the image, and format the bullet points by double-clicking the text box and entering your own words.


How to import a SWOT diagram with Lucidchart’s integration for Word 2013

1.

Open the SWOT diagram template in Lucidchart and edit its appearance following the steps above.

2.

Open a new Word document. Choose “Apps for Office” in the Insert tab.

3.

Find Lucidchart in the App Store and click the Add button.

4.

Once you've installed the Lucidchart app, choose the Apps for Office button to see a sidebar of your Lucidchart documents.

5.

Select the SWOT diagram you saved and click Insert.


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