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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 - – central banks are concerned over increasing inflation, increasing government debt because of Covid-19 spendings, cloud computing is disrupting traditional business models, increasing energy prices, digital marketing is dominated by two big players Facebook and Google, banking and financial system is disrupted by Bitcoin and other crypto currencies, increasing transportation and logistics costs, increasing inequality as vast percentage of new income is going to the top 1%, there is backlash against globalization, 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 -

Ability to recruit top talent

– Personality Learning is one of the leading recruiters in the industry. Managers in the Learning Teams: Shrinking to Fit (A) are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

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.

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.

Operational resilience

– The operational resilience strategy in the Learning Teams: Shrinking to Fit (A) Harvard Business Review case study comprises – understanding the underlying the factors in the industry, building diversified operations across different geographies so that disruption in one part of the world doesn’t impact the overall performance of the firm, and integrating the various business operations and processes through its digital transformation drive.

Low bargaining power of suppliers

– Suppliers of Personality Learning in the sector have low bargaining power. Learning Teams: Shrinking to Fit (A) has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Personality Learning to manage not only supply disruptions but also source products at highly competitive prices.

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.

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.

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.

Innovation driven organization

– Personality Learning is one of the most innovative firm in sector. Manager in Learning Teams: Shrinking to Fit (A) Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Cross disciplinary teams

– Horizontal connected teams at the Personality Learning are driving operational speed, building greater agility, and keeping the organization nimble to compete with new competitors. It helps are organization to ideate new ideas, and execute them swiftly in the marketplace.

Strong track record of project management

– Personality Learning is known for sticking to its project targets. This enables the firm to manage – time, project costs, and have sustainable margins on the projects.

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.






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 dependence on star products

– The top 2 products and services of the firm as mentioned in the Learning Teams: Shrinking to Fit (A) HBR case study still accounts for major business revenue. This dependence on star products in has resulted into insufficient focus on developing new products, even though Personality Learning has relatively successful track record of launching new products.

Capital Spending Reduction

– Even during the low interest decade, Personality Learning has not been able to do capital spending to the tune of the competition. This has resulted into fewer innovations and company facing stiff competition from both existing competitors and new entrants who are disrupting the industry using digital technology.

No frontier risks strategy

– After analyzing the HBR case study Learning Teams: Shrinking to Fit (A), it seems that company is thinking about the frontier risks that can impact Leadership & Managing People strategy. But it has very little resources allocation to manage the risks emerging from events such as natural disasters, climate change, melting of permafrost, tacking the rise of artificial intelligence, opportunities and threats emerging from commercialization of space etc.

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.

Slow to strategic competitive environment developments

– As Learning Teams: Shrinking to Fit (A) HBR case study mentions - Personality Learning takes time to assess the upcoming competitions. This has led to missing out on atleast 2-3 big opportunities in the industry in last five years.

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.

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.

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 dependence on existing supply chain

– The disruption in the global supply chains because of the Covid-19 pandemic and blockage of the Suez Canal illustrated the fragile nature of Personality Learning supply chain. Even after few cautionary changes mentioned in the HBR case study - Learning Teams: Shrinking to Fit (A), it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Personality Learning vulnerable to further global disruptions in South East Asia.

Employees’ incomplete understanding of strategy

– From the instances in the HBR case study Learning Teams: Shrinking to Fit (A), it seems that the employees of Personality Learning don’t have comprehensive understanding of the firm’s strategy. This is reflected in number of promotional campaigns over the last few years that had mixed messaging and competing priorities. Some of the strategic activities and services promoted in the promotional campaigns were not consistent with the organization’s strategy.




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 -

Reconfiguring business model

– The expansion of digital payment system, the bringing down of international transactions costs using Bitcoin and other blockchain based currencies, etc can help Personality Learning to reconfigure its entire business model. For example it can used blockchain based technologies to reduce piracy of its products in the big markets such as China. Secondly it can use the popularity of e-commerce in various developing markets to build a Direct to Customer business model rather than the current Channel Heavy distribution network.

Better consumer reach

– The expansion of the 5G network will help Personality Learning to increase its market reach. Personality Learning will be able to reach out to new customers. Secondly 5G will also provide technology framework to build new tools and products that can help more immersive consumer experience and faster consumer journey.

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.

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.

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.

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.

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.

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.

Changes in consumer behavior post Covid-19

– Consumer behavior has changed in the Leadership & Managing People industry because of Covid-19 restrictions. Some of this behavior will stay once things get back to normal. Personality Learning can take advantage of these changes in consumer behavior to build a far more efficient business model. For example consumer regular ordering of products can reduce both last mile delivery costs and market penetration costs. Personality Learning can further use this consumer data to build better customer loyalty, provide better products and service collection, and improve the value proposition in inflationary times.

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.

Use of Bitcoin and other crypto currencies for transactions

– The popularity of Bitcoin and other crypto currencies as asset class and medium of transaction has opened new opportunities for Personality Learning in the consumer business. Now Personality Learning can target international markets with far fewer capital restrictions requirements than the existing system.

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.

Manufacturing automation

– Personality Learning can use the latest technology developments to improve its manufacturing and designing process in Leadership & Managing People segment. It can use CAD and 3D printing to build a quick prototype and pilot testing products. It can leverage automation using machine learning and artificial intelligence to do faster production at lowers costs, and it can leverage the growth in satellite and tracking technologies to improve inventory management, transportation, and shipping.




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 -

Stagnating economy with rate increase

– Personality Learning can face lack of demand in the market place because of Fed actions to reduce inflation. This can lead to sluggish growth in the economy, lower demands, lower investments, higher borrowing costs, and consolidation in the field.

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.

Shortening product life cycle

– it is one of the major threat that Personality Learning is facing in Leadership & Managing People sector. It can lead to higher research and development costs, higher marketing expenses, lower customer loyalty, etc.

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.

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.

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.

Regulatory challenges

– Personality Learning needs to prepare for regulatory challenges as consumer protection groups and other pressure groups are vigorously advocating for more regulations on big business - to reduce inequality, to create a level playing field, to product data privacy and consumer privacy, to reduce the influence of big money on democratic institutions, etc. This can lead to significant changes in the Leadership & Managing People industry regulations.

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.

High level of anxiety and lack of motivation

– the Great Resignation in United States is the sign of broader dissatisfaction among the workforce in United States. Personality Learning needs to understand the core reasons impacting the Leadership & Managing People industry. This will help it in building a better workplace.

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 .

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) .

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.

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.




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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