A framework to increase awareness of what your Digital Adoption program is doing well, what it can improve, and its position within the larger company. Evaluating this knowledge allows for new ways of progressing and achieving growth while avoiding pitfalls.
A SWOT is on a 2x2 grid:
Strengths
Key advantages & what the program is doing well
Weaknesses
Key disadvantages & what the program is not doing well
Opportunities
Enterprise & environmental factors which could create favorable conditions
Threats
Enterprise & environmental factors which could create unfavorable conditions
Name a facilitator. The acting WalkMe Program Manager runs the internal brainstorm & takes notes.
Schedule strategically. Consider splitting up the SWOT Into 2-3 separate meetings for different types of stakeholders. Fill out the quadrants separately and combine them at the end.
WalkMe Program Members (Today's business as usual, how well WalkMe is adapting to business flows)
Champion Department Members (Perspective of being a “customer” of your central governing body)
Step 2: Brainstorm!
Document discussion points in the 2x2 quadrants for each meeting and combine them into one grid at the end.
See Downloadable Templates & Examples at the bottom of this article for an example.
Step 3: Operationalize
Bring in your WalkMe Success Team to continue the discussion. Make this tool operational by continuing to revisit it on an ongoing basis.
How to operationalize today
Decide which bullet points you need to prioritize and integrate tasks/goals into your Customer Success Plan.
What are you doing right now to celebrate the Strengths? How can you capitalize on them and create a multiplier effect?
What are your plans to address the prioritized Weaknesses? Is there any way to leverage your Strengths to overcome your Weaknesses?
Which Threats do you have some influence over? What are some mitigation tactics?
Which Opportunities are available right now? How can you capitalize on them?
How to operationalize going forward
Progress Reporting & Change Management
In leadership reporting on how your program is doing, highlight key areas where you've improved on a Weakness, leveraged a Strength to grow, etc.
Revisit Threats and Opportunities, as they are highly important to consider as you roll out new governance.
Get Started
Use these prompt questions as discussion points to talk about your Strengths, Weaknesses, Opportunities, and Threats.
Company Strategy
Is your company in a growth or stabilization stage? Have you had any acquisitions, mergers, or other strategic events in the last year, or are planning to this year?
Historical Data Strategy
What were some of your digital strategy initiatives in the last year (can include WalkMe?)
What were the defined financial targets for this company initiative?
Was it difficult to find baselines and show clear ROI?
Company Infrastructure
What are examples of how accountability/compliance is promoted and enforced at your organization (with company policies, employee participation, attendance to events, etc)?
How does your company manage large-scale change? How does your digital adoption strategy and WalkMe fit in?
Historical Resource Allocation
What was your company's process for securing the current internal resources you have dedicated or partially dedicated to WalkMe? (If you don't currently have dedicated resources, think about a recent cross-functional initiative that had to secure headcount)
Was the process streamlined or difficult?
What formal documentation did you need to go through?
Who approved the additional headcount?
Where did the budgeting come from?
Current WalkMe Strategy
Who pays for WalkMe (licensing and implementation costs)? Is there any cost-sharing among departments?
Does your WalkMe program have a steering committee? Who is apart of it?
If there's cost sharing - is there representation from all parties involved?
If you don't have a steering committee - Has there been another recent cross-functional initiative where you did have a steering committee? How did that go?
How do you currently prioritize WalkMe projects? (If you don't currently have a CoE or prioritization framework, think about how your Dev/Product team prioritizes roadmap items, how L&D prioritizes collateral requests, etc)
What criteria do you consider when you prioritize?
Is your prioritization subjective or objective? Is it quantified?
Download Templates & Tools
SWOT Worksheet & Example
Use this worksheet to fill out a SWOT for your company. Refer to the second page of the document for a filled-in example.
