Want to Get Strategic? Let’s Talk About a SWOT Analysis.

Ever found yourself stuck between where your team is and where you know it could be?

That’s exactly where one mid-sized insurance agency found themselves. With around 70 team members and a capable mid-level leadership group, they reached out via LinkedIn asking a simple question: How do we grow this group and uncover what’s holding us back?

Enter: The SWOT Analysis

I proposed a tailored SWOT analysis—focused specifically on mid-level leadership development and organizational clarity. After a quick exchange of pricing, a signed contract, and a few calendar invites, we were off and running.

Here’s how it unfolded:

• Step 1: Discovery Call (via Teams)
  We walked through objectives, identified key challenges, and ensured alignment with the executive team.

• Step 2: Onsite Strategy Session
  I flew to Fort Wayne, IN, to meet with their mid-level leaders in person. From 9am to noon, I facilitated conversations around:

  • Operations

  • Support

  • Leadership Perceptions

  • Team Dynamics

  • Communication Gaps

• Step 3: Executive Debrief
  At lunch, the executive team joined us. I compiled my observations into a working report, and from 1–3:30pm, we reviewed findings, explored root issues, and mapped out a future-forward strategy.

• Step 4: Deliverables & Next Steps
  Once back in Missouri, I finalized the SWOT report and sent it to their team for implementation. The report now guides their decision-making around leadership development, hybrid work, communication practices, and more.

What They Walked Away With

✅ A clear picture of their strengths, weaknesses, opportunities, and threats
✅ A shared understanding of what’s next for leadership expectations
✅ A customized roadmap to operational alignment and strategic development
✅ Unfiltered insights into how internal communication builds—or blurs—clarity

Here’s the Truth

You can have a stellar team and the best of intentions—but without clarity around who you are, who’s leading the charge, and how you’ll get there, it’s easy to lose momentum or drift into dysfunction.

That’s where a professionally facilitated SWOT analysis becomes a game-changer.

It’s not just about diagnosing problems. It’s about revealing opportunities, aligning leadership, and giving your organization the traction it needs to grow with confidence.

Ready to Stop Guessing and Start Growing?

If you’re facing a season of growth, a leadership transition, or just want to build stronger alignment at the core of your business, we’d love to guide you through this process.

Just hit REPLY and we’ll get your SWOT Analysis on the calendar.

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