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Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

Case Study SWOT Analysis Solution

Case Study Description of Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu


Role play #3 (Pauline Zhu) for product 9B11C024.

Authors :: Ken Mark, Jane M. Howell

Topics :: Leadership & Managing People

Tags :: , SWOT Analysis, SWOT Matrix, TOWS, Weighted SWOT Analysis

Swot Analysis of "Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu" written by Ken Mark, Jane M. Howell includes – strengths weakness that are internal strategic factors of the organization, and opportunities and threats that Pauline Zhu facing as an external strategic factors. Some of the topics covered in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu case study are - Strategic Management Strategies, and Leadership & Managing People.


Some of the macro environment factors that can be used to understand the Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu casestudy better are - – there is backlash against globalization, increasing energy prices, technology disruption, challanges to central banks by blockchain based private currencies, competitive advantages are harder to sustain because of technology dispersion, there is increasing trade war between United States & China, banking and financial system is disrupted by Bitcoin and other crypto currencies, customer relationship management is fast transforming because of increasing concerns over data privacy, central banks are concerned over increasing inflation, etc



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Introduction to SWOT Analysis of Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu


SWOT stands for an organization’s Strengths, Weaknesses, Opportunities and Threats . At Oak Spring University , we believe that protagonist in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu case study can use SWOT analysis as a strategic management tool to assess the current internal strengths and weaknesses of the Pauline Zhu, and to figure out the opportunities and threats in the macro environment – technological, environmental, political, economic, social, demographic, etc in which Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu can be done for the following purposes –
1. Strategic planning using facts provided in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu case study
2. Improving business portfolio management of Pauline Zhu
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 Pauline Zhu




Strengths Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu | Internal Strategic Factors
What are Strengths in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The strengths of Pauline Zhu in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu Harvard Business Review case study are -

Organizational Resilience of Pauline Zhu

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

Successful track record of launching new products

– Pauline Zhu has launched numerous new products in last few years, keeping in mind evolving customer preferences and competitive pressures. Pauline Zhu 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.

Learning organization

- Pauline Zhu 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 Pauline Zhu is open place that encourages instructiveness, ideation, open minded discussions, and creativity. Employees and leaders in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu Harvard Business Review case study emphasize – knowledge, initiative, and innovation.

Training and development

– Pauline Zhu has one of the best training and development program in the industry. The effectiveness of the training programs can be measured in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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.

Cross disciplinary teams

– Horizontal connected teams at the Pauline Zhu 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.

Ability to recruit top talent

– Pauline Zhu is one of the leading recruiters in the industry. Managers in the Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu are in a position to attract the best talent available. The firm has a robust talent identification program that helps in identifying the brightest.

Operational resilience

– The operational resilience strategy in the Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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.

Innovation driven organization

– Pauline Zhu is one of the most innovative firm in sector. Manager in Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu Harvard Business Review case study can use Clayton Christensen Disruptive Innovation strategies to further increase the scale of innovtions in the organization.

Highly skilled collaborators

– Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu HBR case study have helped the firm to develop new products and bring them quickly to the marketplace.

High brand equity

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

High switching costs

– The high switching costs that Pauline Zhu has built up over years in its products and services combo offer has resulted in high retention of customers, lower marketing costs, and greater ability of the firm to focus on its customers.

Low bargaining power of suppliers

– Suppliers of Pauline Zhu in the sector have low bargaining power. Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu has further diversified its suppliers portfolio by building a robust supply chain across various countries. This helps Pauline Zhu to manage not only supply disruptions but also source products at highly competitive prices.






Weaknesses Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu | Internal Strategic Factors
What are Weaknesses in SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis

The weaknesses of Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu are -

Slow decision making process

– As mentioned earlier in the report, Pauline Zhu 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. Pauline Zhu 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.

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 Pauline Zhu supply chain. Even after few cautionary changes mentioned in the HBR case study - Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu, it is still heavily dependent upon the existing supply chain. The existing supply chain though brings in cost efficiencies but it has left Pauline Zhu vulnerable to further global disruptions in South East Asia.

Slow to strategic competitive environment developments

– As Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu HBR case study mentions - Pauline Zhu 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 to harness new channels of communication

– Even though competitors are using new communication channels such as Instagram, Tiktok, and Snap, Pauline Zhu is slow explore the new channels of communication. These new channels of communication mentioned in marketing section of case study Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu can help to provide better information regarding products and services. It can also build an online community to further reach out to potential customers.

Products dominated business model

– Even though Pauline Zhu 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 - Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu should strive to include more intangible value offerings along with its core products and services.

Skills based hiring

– The stress on hiring functional specialists at Pauline Zhu has created an environment where the organization is dominated by functional specialists rather than management generalist. This has resulted into product oriented approach rather than marketing oriented approach or consumers oriented approach.

Lack of clear differentiation of Pauline Zhu products

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

High operating costs

– Compare to the competitors, firm in the HBR case study Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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 Pauline Zhu 's lucrative customers.

Low market penetration in new markets

– Outside its home market of Pauline Zhu, firm in the HBR case study Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu needs to spend more promotional, marketing, and advertising efforts to penetrate international markets.

Workers concerns about automation

– As automation is fast increasing in the segment, Pauline Zhu 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.

Capital Spending Reduction

– Even during the low interest decade, Pauline Zhu 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.




Opportunities Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu | 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu are -

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 Pauline Zhu in the consumer business. Now Pauline Zhu can target international markets with far fewer capital restrictions requirements than the existing system.

Building a culture of innovation

– managers at Pauline Zhu 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.

Reforming the budgeting process

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

Better consumer reach

– The expansion of the 5G network will help Pauline Zhu to increase its market reach. Pauline Zhu 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.

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. Pauline Zhu 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. Pauline Zhu 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.

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. Pauline Zhu can tie-up with other value chain partners to explore new opportunities regarding meeting customer demands and building a rewarding and engaging relationship.

Buying journey improvements

– Pauline Zhu can improve the customer journey of consumers in the industry by using analytics and artificial intelligence. Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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.

Learning at scale

– Online learning technologies has now opened space for Pauline Zhu to conduct training and development for its employees across the world. This will result in not only reducing the cost of training but also help employees in different part of the world to integrate with the headquarter work culture, ethos, and standards.

Harnessing reconfiguration of the global supply chains

– As the trade war between US and China heats up in the coming years, Pauline Zhu 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, Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu, to buy more products closer to the markets, and it can leverage its size and influence to get better deal from the local markets.

Lowering marketing communication costs

– 5G expansion will open new opportunities for Pauline Zhu 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.

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 Pauline Zhu 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.

Increase in government spending

– As the United States and other governments are increasing social spending and infrastructure spending to build economies post Covid-19, Pauline Zhu can use these opportunities to build new business models that can help the communities that Pauline Zhu operates in. Secondly it can use opportunities from government spending in Leadership & Managing People sector.

Using analytics as competitive advantage

– Pauline Zhu has spent a significant amount of money and effort to integrate analytics and machine learning into its operations in the sector. This continuous investment in analytics has enabled, as illustrated in the Harvard case study Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu - to build a competitive advantage using analytics. The analytics driven competitive advantage can help Pauline Zhu to build faster Go To Market strategies, better consumer insights, developing relevant product features, and building a highly efficient supply chain.




Threats Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu External Strategic Factors
What are Threats in the SWOT Analysis / TOWS Matrix / Weighted SWOT Analysis


The threats mentioned in the HBR case study Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu are -

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.

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 Pauline Zhu.

Increasing international competition and downward pressure on margins

– Apart from technology driven competitive advantage dilution, Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu .

High dependence on third party suppliers

– Pauline Zhu high dependence on third party suppliers can disrupt its processes and delivery mechanism. For example -the current troubles of car makers because of chip shortage is because the chip companies started producing chips for electronic companies rather than car manufacturers.

Trade war between China and United States

– The trade war between two of the biggest economies can hugely impact the opportunities for Pauline Zhu in the Leadership & Managing People industry. The Leadership & Managing People industry is already at various protected from local competition in China, with the rise of trade war the protection levels may go up. This presents a clear threat of current business model in Chinese market.

Environmental challenges

– Pauline Zhu 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. Pauline Zhu can take advantage of this fund but it will also bring new competitors in the Leadership & Managing People industry.

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. Pauline Zhu needs to understand the core reasons impacting the Leadership & Managing People industry. This will help it in building a better workplace.

Technology acceleration in Forth Industrial Revolution

– Pauline Zhu has witnessed rapid integration of technology during Covid-19 in the Leadership & Managing People industry. As one of the leading players in the industry, Pauline Zhu 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.

Shortening product life cycle

– it is one of the major threat that Pauline Zhu 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.

Learning curve for new practices

– As the technology based on artificial intelligence and machine learning platform is getting complex, as highlighted in case study Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu, Pauline Zhu 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 .

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 Pauline Zhu in the Leadership & Managing People sector and impact the bottomline 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 Pauline Zhu business can come under increasing regulations regarding data privacy, data security, etc.




Weighted SWOT Analysis of Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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 Coaching for Exceptional Performance Workshop: Senior Associate, High Net Worth Wealth Management, Pauline Zhu 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 Pauline Zhu needs to make to build a sustainable competitive advantage.



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