__________________________________________________________ Show Click here to access this Guide in Arabic - مراجعة هذا الدليل باللغة العربية، انقر هنا Click here to access this Guide in Portuguese - Guias em Português __________________________________________________________ A situation analysis or environmental analysis is the fundamental first step in the social and behavior change communication change (SBCC) process. It involves a systematic collection and study of health and demographic data, study findings and other contextual information in order to identify and understand the specific health issue to be addressed. It examines the current status of the health issue as well as the social, economic, political and health context in which the health issue exists and establishes the vision for the SBCC program. A complete situation analysis gathers information on four areas:
Why Conduct a Situation Analysis?A situation analysis guides the identification of priorities for an SBCC intervention and informs all the following steps in the SBCC process. It establishes a clear, detailed and realistic picture of the opportunities, resources, challenges and barriers regarding a particular health issue or behavior. The quality of the situation analysis will affect the success of the entire SBCC effort. Who Should Conduct a Situation Analysis?A small, focused team should conduct the situation analysis. Members should include communication staff, health/social service staff and, if available, research staff. Throughout the data collection process, team members should also consider how to engage stakeholders including opinion leaders, service providers, policy makers, partners, and potential beneficiaries. Ways to obtain stakeholder input include in-depth interviews, focus group discussions, community dialogue, small group meetings, taskforce engagement or participatory stakeholder workshops. When Should a Situation Analysis Be Conducted?A situation analysis should be conducted at the beginning of a program or project, before developing an SBCC strategy. It is part of the inquiry phase of the P-Process. Estimated Time NeededCompleting a situation analysis can take up to two weeks. Consider the size of the project, scope of the literature review, how much data is available and easily accessible, and whether additional stakeholder or audience input is needed. Allow for additional time if formative research is needed to fill in any gaps that may exist in the literature.
After completing the activities in the situation analysis guide, the team will:
The steps below will help to identify the problem and establish the vision for the SBCC intervention. Please note this how-to guide should be followed along with an audience analysis and a program analysis to obtain the full picture required for a successful SBCC strategy.
In order to continue enjoying our site, we ask that you confirm your identity as a human. Thank you very much for your cooperation. PINGDOM_CANARY_STRING Reading time: about 9 min Before launching into a new initiative or project, it’s important to come up with a plan. And part of that plan—the first part, in fact—should be conducting a situation analysis. At its core, situation analysis is a way to see how your business stacks up against competitors. It includes looking at several aspects of your business to help you make informed decisions as you grow your business. So why is situation analysis so important to project planning and marketing strategies? Think of it this way: companies typically launch new projects or initiatives to build a new product, improve an existing one, or help connect their products to new and existing customers. But what happens if you do connect with customers and they don’t want or need your product? That’s months (maybe years) of work down the drain. While there’s no way to ensure the success of a product, situation analysis gives you the information you need to guide your business in the right direction. In this post we’ll cover the basic information you need to perform your own situation analysis. What is a situation analysis?Before getting into anything else, let’s address the question on everyone’s mind: What is situation analysis? We gave a brief answer in the intro, sure, but let’s really get into it. Situation analysis is basically a methodical look at the internal and external factors influencing your business at any given moment. These factors might include customers, competitors, the market environment, and your business’s capabilities. By examining these elements of your business and its environment, you can identify strengths and weaknesses as well as potential areas of growth. If this definition seems a little broad, that’s because it is: situation analysis is a broad term which encompasses several smaller activities. These activities include SWOT analysis, PESTEL analysis, Porter’s Five Forces, 5C analysis, and VRIO analysis (but more on those later). In other words, situation analysis is a phase of strategic planning, and during that phase you might use several analytical tools. Importance of situation analysisWe said it before and we’ll say it again, you should conduct a situation analysis before coming up with any concrete project plan or marketing strategy. But don’t worry, you don’t have to take us at our word—let’s break down exactly why situation analysis is so important in the early stages of planning. Before anything else, situation analysis gives you a view of your business as it stands. No frills, no exaggeration, just an honest look at where you’re at. What are your strengths? Weaknesses? How do you compare to competitors? By performing situation analysis, you’ll get a comprehensive view of your organization and its current state. This can help shed light on other areas of your business. What problems are you facing? What strategies are you currently using to combat those problems? With a well-rounded view of where your business is, you can get a better idea of where you want it to be. After performing situation analysis, you should be able to clearly identify your business’s current and desired states. From there, you can establish goals and take action to make your dream a reality. Considerations within a situation analysisTo be effective, situation analysis needs to be thorough. A half-baked job simply won’t cut it. So what does a thorough situation analysis look like? For starters, it should look at your business from a variety of perspectives. But that’s the short answer. Let’s take a look at some of the key perspectives that go into situation analysis. As you perform situation analysis, you should consider:
Methods and diagrams for situation analysisRemember how we said that situation analysis is a broad term that includes several smaller, more specific activities? It’s time to take a look at those smaller pieces that make up situation analysis. There are five types of analysis typically used for situation analysis: SWOT analysis, PESTEL analysis, Porter’s Five Forces, 5C analysis, and VRIO analysis. Let’s take a closer look at each. SWOT analysisWhen it comes to strategic analysis, SWOT charts should be your bread and butter. SWOT is an acronym that stands for strengths, weaknesses, opportunity, and threats. As you perform SWOT analysis, you’ll think about your business from each of those standpoints and document your findings on a SWOT chart—four quadrants corresponding to each part of the acronym. SWOT analysis is best done as a team. You’ll need a variety of perspectives to get a well-rounded view of your business. Like most team activities, SWOT analysis requires collaboration and communication. Enter Lucidspark. If you create your SWOT chart using Lucidspark, team members can participate in the meeting no matter where they’re based. Edit in real time as you brainstorm with your team. If you’ve shared the chart with your team, each team member will have access to the current version at all times. Click to modify this SWOT analysis template online.
Just like SWOT, PESTEL is an acronym. Each letter corresponds to a category of external factors that might influence your business: political, economic, social, technological, environmental, and legal factors. If you’re unsure what falls under each category, ask yourself the questions below as your move from category to category:
In PESTEL analysis, you consider how your business is impacted by each category of factors in turn. Record your findings on a PESTEL chart. Click to modify this PESTEL analysis template online.
First introduced by Harvard professor Michael E. Porter in the late 1970s, Porter’s Five Forces is an analytical method that helps you analyse your competition. The goal is to identify and eliminate (or avoid) competitive threats. According to Porter’s method, there are five forces that make up your competitive environment:
In 5C analysis, you and your team will consider five factors impacting your business: the company, your competitors, your customers, your collaborators, and the climate. Let’s take a look at what each means:
VRIO AnalysisIf you’re trying to identify competitive advantages, VRIO analysis is the tool for the job. VRIO analysis is a method for evaluating your resources and the competitive advantages (or disadvantages) they give you. In VRIO analysis you consider a resource from four perspectives:
As you answer these questions, you’ll be able to determine if that resource gives you a competitive disadvantage, competitive parity, a temporary competitive advantage, an unused competitive advantage, or a long-term competitive advantage. You may have noticed a common theme linking the five methods listed above: visuals. Like most analytical processes and methods, situation analysis is a whole lot easier when you visualize your information. Whether it’s through a SWOT chart, VRIO diagram, or simply a brainstorming board, Lucidspark can help your team stay organized and creative as you perform situation analysis. Gain the information you need to guide your business in the right direction. Perform your own situation analysis. Try it for free today!Lucidspark is a virtual whiteboard that helps you and your team collaborate to bring the best ideas to light. It comes packed with all of the sticky notes, freehand drawing tools, and infinite canvas space you need to capture that next big idea. And it’s built for collaboration. Think of it like a sandbox where your team can bounce ideas around and innovate together in real time. Brought to you by the makers of Lucidchart, trusted by millions of users worldwide, including 99% of the Fortune 500. |