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Learning Teams: Shrinking to Fit (A) SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Learning Teams: Shrinking to Fit (A)


Teams often collapse over personality issues. This case explores such a collapse, in the context of an MBA student learning team. Students can explore personality differences, analytical strategy, gender, ethnicity, and race issues. Joann Moyer, an MBA student facing her first year exams, is anxious and conflicted at what she perceives as personality conflicts among her team members. In the (A) case, she prepares to confront the other people in her group. The (B) case reveals that the team actually has process issues around their learning frameworks and that many of the team's problems revolve around that and not personalities. The business world requires people to work together successfully, and good learning teams learn to cultivate the skills necessary to do so.

Authors :: James G. Clawson, Gerry Yemen, Sondra Solovay

Topics :: Leadership & Managing People

Tags :: Leading teams, Psychology, Strategy, SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Learning Teams: Shrinking to Fit (A)" written by James G. Clawson, Gerry Yemen, Sondra Solovay includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Personality Learning facing as an external strategic factors. Some of the topics covered in Learning Teams: Shrinking to Fit (A) case study are - Strategic Management Strategies, Leading teams, Psychology, Strategy and Leadership & Managing People.


Some of the macro environment factors that can be used to understand the Learning Teams: Shrinking to Fit (A) casestudy better are - – increasing government debt because of Covid-19 spendings, competitive advantages are harder to sustain because of technology dispersion, central banks are concerned over increasing inflation, supply chains are disrupted by pandemic , technology disruption, increasing transportation and logistics costs, increasing household debt because of falling income levels, talent flight as more people leaving formal jobs, wage bills are increasing, etc



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Introduction to SWOT Analysis of Learning Teams: Shrinking to Fit (A)


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Learning Teams: Shrinking to Fit (A) case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Personality Learning, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Personality Learning operates in.

According to Harvard Business Review, 75% of the managers use SWOT analysis for various purposes such as – evaluating current scenario, strategic planning, new venture feasibility, personal growth goals, new market entry, Go To market strategies, portfolio management and strategic trade-off assessment, organizational restructuring, etc.




SWOT Objectives / Importance of SWOT Analysis and SWOT Matrix


SWOT analysis of Learning Teams: Shrinking to Fit (A) can be done for the following purposes –
1. Strategic planning using facts provided in Learning Teams: Shrinking to Fit (A) case study
2. Improving business portfolio management of Personality Learning
3. Assessing feasibility of the new initiative in Leadership & Managing People field.
4. Making a Leadership & Managing People topic specific business decision
5. Set goals for the organization
6. Organizational restructuring of Personality Learning




Strengths Learning Teams: Shrinking to Fit (A) | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Personality Learning in Learning Teams: Shrinking to Fit (A) Harvard Business Review case study are -

Superior customer experience

– The customer experience strategy of Personality Learning in the segment is based on four key concepts – personalization, simplification of complex needs, prompt response, and continuous engagement.

Training and development

– Personality Learning has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Learning Teams: Shrinking to Fit (A) Harvard Business Review case study by analyzing – employees retention, in-house promotion, loyalty, new venture initiation, lack of conflict, and high level of both employees and customer engagement.

Ability to lead change in Leadership & Managing People field

– Personality Learning is one of the leading players in its industry. Over the years it has not only transformed the business landscape in its segment but also across the whole industry. The ability to lead change has enabled Personality Learning in – penetrating new markets, reaching out to new customers, and providing different value propositions to different customers in the international markets.

Learning organization

- Personality Learning is a learning organization. It has inculcated three key characters of learning organization in its processes and operations – exploration, creativity, and expansiveness. The work place at Personality Learning is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Learning Teams: Shrinking to Fit (A) Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Digital Transformation in Leadership & Managing People segment

- digital transformation varies from industry to industry. For Personality Learning digital transformation journey comprises differing goals based on market maturity, customer technology acceptance, and organizational culture. Personality Learning has successfully integrated the four key components of digital transformation – digital integration in processes, digital integration in marketing and customer relationship management, digital integration into the value chain, and using technology to explore new products and market opportunities.

Analytics focus

– Personality Learning is putting a lot of focus on utilizing the power of analytics in business decision making. This has put it among the leading players in the industry. The technology infrastructure suggested by James G. Clawson, Gerry Yemen, Sondra Solovay can also help it to harness the power of analytics for – marketing optimization, demand forecasting, customer relationship management, inventory management, information sharing across the value chain etc.

Diverse revenue streams

– Personality Learning is present in almost all the verticals within the industry. This has provided firm in Learning Teams: Shrinking to Fit (A) case study a diverse revenue stream that has helped it to survive disruptions such as global pandemic in Covid-19, financial disruption of 2008, and supply chain disruption of 2021.

Effective Research and Development (R&D)

– Personality Learning has innovation driven culture where significant part of the revenues are spent on the research and development activities. This has resulted in, as mentioned in case study Learning Teams: Shrinking to Fit (A) - staying ahead in the industry in terms of – new product launches, superior customer experience, highly competitive pricing strategies, and great returns to the shareholders.

High brand equity

– Personality Learning has strong brand awareness and brand recognition among both - the exiting customers and potential new customers. Strong brand equity has enabled Personality Learning to keep acquiring new customers and building profitable relationship with both the new and loyal customers.

Highly skilled collaborators

– Personality Learning has highly efficient outsourcing and offshoring strategy. It has resulted in greater operational flexibility and bringing down the costs in highly price sensitive segment. Secondly the value chain collaborators of the firm in Learning Teams: Shrinking to Fit (A) HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

Successful track record of launching new products

– Personality Learning has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Personality Learning has effective processes in place that helps in exploring new product needs, doing quick pilot testing, and then launching the products quickly using its extensive distribution network.

Organizational Resilience of Personality Learning

– The covid-19 pandemic has put organizational resilience at the centre of everthing that Personality Learning does. Organizational resilience comprises - Financial Resilience, Operational Resilience, Technological Resilience, Organizational Resilience, Business Model Resilience, and Reputation Resilience.






Weaknesses Learning Teams: Shrinking to Fit (A) | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Learning Teams: Shrinking to Fit (A) are -

High operating costs

– Compare to the competitors, firm in the HBR case study Learning Teams: Shrinking to Fit (A) has high operating costs in the. This can be harder to sustain given the new emerging competition from nimble players who are using technology to attract Personality Learning 's lucrative customers.

Products dominated business model

– Even though Personality Learning has some of the most successful products in the industry, this business model has made each new product launch extremely critical for continuous financial growth of the organization. firm in the HBR case study - Learning Teams: Shrinking to Fit (A) should strive to include more intangible value offerings along with its core products and services.

Increasing silos among functional specialists

– The organizational structure of Personality Learning is dominated by functional specialists. It is not different from other players in the Leadership & Managing People segment. Personality Learning needs to de-silo the office environment to harness the true potential of its workforce. Secondly the de-silo will also help Personality Learning to focus more on services rather than just following the product oriented approach.

Slow decision making process

– As mentioned earlier in the report, Personality Learning has a very deliberative decision making approach. This approach has resulted in prudent decisions, but it has also resulted in missing opportunities in the industry over the last five years. Personality Learning even though has strong showing on digital transformation primary two stages, it has struggled to capitalize the power of digital transformation in marketing efforts and new venture efforts.

Slow to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Personality Learning is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Learning Teams: Shrinking to Fit (A) can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Lack of clear differentiation of Personality Learning products

– To increase the profitability and margins on the products, Personality Learning needs to provide more differentiated products than what it is currently offering in the marketplace.

Interest costs

– Compare to the competition, Personality Learning has borrowed money from the capital market at higher rates. It needs to restructure the interest payment and costs so that it can compete better and improve profitability.

Workers concerns about automation

– As automation is fast increasing in the segment, Personality Learning needs to come up with a strategy to reduce the workers concern regarding automation. Without a clear strategy, it could lead to disruption and uncertainty within the organization.

High cash cycle compare to competitors

Personality Learning has a high cash cycle compare to other players in the industry. It needs to shorten the cash cycle by 12% to be more competitive in the marketplace, reduce inventory costs, and be more profitable.

Need for greater diversity

– Personality Learning has taken concrete steps on diversity, equity, and inclusion. But the efforts so far has resulted in limited success. It needs to expand the recruitment and selection process to hire more people from the minorities and underprivileged background.

Low market penetration in new markets

– Outside its home market of Personality Learning, firm in the HBR case study Learning Teams: Shrinking to Fit (A) needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.




Opportunities Learning Teams: Shrinking to Fit (A) | External Strategic Factors
What are Opportunities in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The opportunities highlighted in the Harvard Business Review case study Learning Teams: Shrinking to Fit (A) are -

Identify volunteer opportunities

– Covid-19 has impacted working population in two ways – it has led to people soul searching about their professional choices, resulting in mass resignation. Secondly it has encouraged people to do things that they are passionate about. This has opened opportunities for businesses to build volunteer oriented socially driven projects. Personality Learning can explore opportunities that can attract volunteers and are consistent with its mission and vision.

Reforming the budgeting process

- By establishing new metrics that will be used to evaluate both existing and potential projects Personality Learning can not only reduce the costs of the project but also help it in integrating the projects with other processes within the organization.

Buying journey improvements

– Personality Learning can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Learning Teams: Shrinking to Fit (A) suggest that firm can provide automated chats to help consumers solve their own problems, provide online suggestions to get maximum out of the products and services, and help consumers to build a community where they can interact with each other to develop new features and uses.

Developing new processes and practices

– Personality Learning can develop new processes and procedures in Leadership & Managing People industry using technology such as automation using artificial intelligence, real time transportation and products tracking, 3D modeling for concept development and new products pilot testing etc.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Personality Learning in the field of marketing communication. It will bring down the cost of doing business, provide technology platform to build new products in the Leadership & Managing People segment, and it will provide faster access to the consumers.

Loyalty marketing

– Personality Learning has focused on building a highly responsive customer relationship management platform. This platform is built on in-house data and driven by analytics and artificial intelligence. The customer analytics can help the organization to fine tune its loyalty marketing efforts, increase the wallet share of the organization, reduce wastage on mainstream advertising spending, build better pricing strategies using personalization, etc.

Finding new ways to collaborate

– Covid-19 has not only transformed business models of companies in Leadership & Managing People industry, but it has also influenced the consumer preferences. Personality Learning can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Redefining models of collaboration and team work

– As explained in the weaknesses section, Personality Learning is facing challenges because of the dominance of functional experts in the organization. Learning Teams: Shrinking to Fit (A) case study suggests that firm can utilize new technology to build more coordinated teams and streamline operations and communications using tools such as CAD, Zoom, etc.

Creating value in data economy

– The success of analytics program of Personality Learning has opened avenues for new revenue streams for the organization in the industry. This can help Personality Learning to build a more holistic ecosystem as suggested in the Learning Teams: Shrinking to Fit (A) case study. Personality Learning can build new products and services such as - data insight services, data privacy related products, data based consulting services, etc.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Personality Learning can build a diversified supply chain model across various countries in - South East Asia, India, and other parts of the world. This reconfiguration of global supply chain can help, as suggested in case study, Learning Teams: Shrinking to Fit (A), to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Low interest rates

– Even though inflation is raising its head in most developed economies, Personality Learning can still utilize the low interest rates to borrow money for capital investment. Secondly it can also use the increase of government spending in infrastructure projects to get new business.

Leveraging digital technologies

– Personality Learning can leverage digital technologies such as artificial intelligence and machine learning to automate the production process, customer analytics to get better insights into consumer behavior, realtime digital dashboards to get better sales tracking, logistics and transportation, product tracking, etc.

Building a culture of innovation

– managers at Personality Learning can make experimentation a productive activity and build a culture of innovation using approaches such as – mining transaction data, A/B testing of websites and selling platforms, engaging potential customers over various needs, and building on small ideas in the Leadership & Managing People segment.




Threats Learning Teams: Shrinking to Fit (A) External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Learning Teams: Shrinking to Fit (A) are -

Easy access to finance

– Easy access to finance in Leadership & Managing People field will also reduce the barriers to entry in the industry, thus putting downward pressure on the prices because of increasing competition. Personality Learning can utilize it by borrowing at lower rates and invest it into research and development, capital expenditure to fortify its core competitive advantage.

Aging population

– As the populations of most advanced economies are aging, it will lead to high social security costs, higher savings among population, and lower demand for goods and services in the economy. The household savings in US, France, UK, Germany, and Japan are growing faster than predicted because of uncertainty caused by pandemic.

Barriers of entry lowering

– As technology is more democratized, the barriers to entry in the industry are lowering. It can presents Personality Learning with greater competitive threats in the near to medium future. Secondly it will also put downward pressure on pricing throughout the sector.

New competition

– After the dotcom bust of 2001, financial crisis of 2008-09, the business formation in US economy had declined. But in 2020 alone, there are more than 1.5 million new business applications in United States. This can lead to greater competition for Personality Learning in the Leadership & Managing People sector and impact the bottomline of the organization.

Technology disruption because of hacks, piracy etc

– The colonial pipeline illustrated, how vulnerable modern organization are to international hackers, miscreants, and disruptors. The cyber security interruption, data leaks, etc can seriously jeopardize the future growth of the organization.

Backlash against dominant players

– US Congress and other legislative arms of the government are getting tough on big business especially technology companies. The digital arm of Personality Learning business can come under increasing regulations regarding data privacy, data security, etc.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Personality Learning can face downward pressure on margins from increasing competition from international players. The international players have stable revenue in their home market and can use those resources to penetrate prominent markets illustrated in HBR case study Learning Teams: Shrinking to Fit (A) .

Instability in the European markets

– European Union markets are facing three big challenges post Covid – expanded balance sheets, Brexit related business disruption, and aggressive Russia looking to distract the existing security mechanism. Personality Learning will face different problems in different parts of Europe. For example it will face inflationary pressures in UK, France, and Germany, balance sheet expansion and demand challenges in Southern European countries, and geopolitical instability in the Eastern Europe.

Technology acceleration in Forth Industrial Revolution

– Personality Learning has witnessed rapid integration of technology during Covid-19 in the Leadership & Managing People industry. As one of the leading players in the industry, Personality Learning needs to keep up with the evolution of technology in the Leadership & Managing People sector. According to Mckinsey study top managers believe that the adoption of technology in operations, communications is 20-25 times faster than what they planned in the beginning of 2019.

Environmental challenges

– Personality Learning needs to have a robust strategy against the disruptions arising from climate change and energy requirements. EU has identified it as key priority area and spending 30% of its 880 billion Euros European post Covid-19 recovery funds on green technology. Personality Learning can take advantage of this fund but it will also bring new competitors in the Leadership & Managing People industry.

Increasing wage structure of Personality Learning

– Post Covid-19 there is a sharp increase in the wages especially in the jobs that require interaction with people. The increasing wages can put downward pressure on the margins of Personality Learning.

Capital market disruption

– During the Covid-19, Dow Jones has touched record high. The valuations of a number of companies are way beyond their existing business model potential. This can lead to capital market correction which can put a number of suppliers, collaborators, value chain partners in great financial difficulty. It will directly impact the business of Personality Learning.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Learning Teams: Shrinking to Fit (A), Personality Learning may face longer learning curve for training and development of existing employees. This can open space for more nimble competitors in the field of Leadership & Managing People .




Weighted SWOT Analysis of Learning Teams: Shrinking to Fit (A) Template, Example


Not all factors mentioned under the Strengths, Weakness, Opportunities, and Threats quadrants in the SWOT Analysis are equal. Managers in the HBR case study Learning Teams: Shrinking to Fit (A) needs to zero down on the relative importance of each factor mentioned in the Strengths, Weakness, Opportunities, and Threats quadrants. We can provide the relative importance to each factor by assigning relative weights. Weighted SWOT analysis process is a three stage process –

First stage for doing weighted SWOT analysis of the case study Learning Teams: Shrinking to Fit (A) is to rank the strengths and weaknesses of the organization. This will help you to assess the most important strengths and weaknesses of the firm and which one of the strengths and weaknesses mentioned in the initial lists are marginal and can be left out.

Second stage for conducting weighted SWOT analysis of the Harvard case study Learning Teams: Shrinking to Fit (A) is to give probabilities to the external strategic factors thus better understanding the opportunities and threats arising out of macro environment changes and developments.

Third stage of constructing weighted SWOT analysis of Learning Teams: Shrinking to Fit (A) is to provide strategic recommendations includes – joining likelihood of external strategic factors such as opportunities and threats to the internal strategic factors – strengths and weaknesses. You should start with external factors as they will provide the direction of the overall industry. Secondly by joining probabilities with internal strategic factors can help the company not only strategic fit but also the most probably strategic trade-off that Personality Learning needs to make to build a sustainable competitive advantage.



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