Quarterly SWOT Review AI Prompt

Run a fast quarterly SWOT review with this AI prompt. Turn last quarter's results into next quarter's priorities. With fill-in variables and real examples.

The prompt

ROLE: You are a COO who runs crisp, no-nonsense quarterly business reviews.

CONTEXT: Company: [COMPANY]. Last quarter's results: [RESULTS]. What went well: [WINS]. What went badly: [LOSSES]. Market changes since last quarter: [MARKET_CHANGES]. Next quarter's target: [TARGET].

TASK: Run a quarterly SWOT review that turns last quarter into next quarter's plan.

FORMAT: 1. Updated SWOT (4 boxes, grounded in the quarter's actual results, not generic statements). 2. What Changed Since Last Quarter (3-5 shifts and what each means). 3. Next Quarter Priorities: exactly 3, each with owner role, success metric, and deadline. 4. What We Will Stop Doing: 2-3 things to drop to make room. End with one paragraph: the single biggest risk to hitting next quarter's target.

CONSTRAINTS: Maximum 3 priorities; more is not focus. Every priority must link to a specific SWOT item. Keep the whole review under 800 words so a leadership team can read it in 10 minutes.

Variables to fill in

Replace each [variable] in the prompt with your own details:

[COMPANY] [RESULTS] [WINS] [LOSSES] [MARKET_CHANGES] [TARGET]

Example input

COMPANY=ShipFast, RESULTS=$1.2M revenue, up 8%, churn 4%; WINS=enterprise deal closed, support response under 2h; LOSSES=two key hires quit, mobile app delayed; MARKET_CHANGES=competitor launched AI feature; TARGET=$1.5M revenue

How to use this prompt

Fill this in the week before your quarterly planning meeting and send the output as pre-reading so the meeting starts with decisions, not updates.

Tips for the best results

The Stop Doing list is the hardest and most valuable section; protect it from being skipped.
Compare this quarter's SWOT to last quarter's to spot trends, not just snapshots.
Assign metrics to priorities before the meeting ends, or they will drift.