Analysis Template

Home economy situation Home economy trends Overseas economies and trends General taxation issues Taxation changes specific to product/services Seasonality/weather issues Market and trade cycles Specific industry factors Market routes and distribution trends Customer/end-user drivers International trade/monetary issues Disposable income Job growth/unemployment Exchange rates Tariffs Inflation Interest and exchange rates Consumer confidence index Import/export ratios Production level Internal finance Internal cash flow Consumer attitudes and opinions Media views Law changes affecting social factors Brand, company, technology image

Consumer buying patterns Major events and influences Buying access and trends Ethnic/religious factors Advertising and publicity Ethical issues Demographics (age, gender, race, family size,) Lifestyle changes Population shifts Education Trends Fads Diversity Immigration/emigration Health Living standards Housing trends Fashion & role models Attitudes to work Attitudes to people doing certain types of work Leisure activities Occupations Earning capacity Staff attitudes Management style organizational culture Changes to education system Competing technology development Research funding Associated/dependent technologies

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Replacement technology/solutions Maturity of technology Manufacturing maturity and capacity Information and communications Consumer buying mechanisms/technology Technology legislation Innovation potential Technology access, licensing, patents Intellectual property issues Global communications Inventions Innovations New discoveries Research Energy uses/sources/fuels Communications Rate of obsolescence Health (pharmaceutical, equipment, etc. ) Manufacturing advances Information technology Internet Transportation Bio-tech Genetics Waste removal/recycling Email M-learning E-learning Collaboration tools Software changes RSI

Legal – SOOT Current legislation home market Future legislation European/international legislation Regulatory bodies and processes Environmental regulations Employment law Consumer protection Industry-specific regulations competitive regulations Environmental – SOOT Ecological Environmental issues International National Local Customer values Market values Stakeholder/ investor values Staff morale Staff engagement Global factors EX. Based factors top Remember this is only a tool. Call it what you like – use whatever factors you feel are appropriate. Other variations include: PEST analysis (STEP analysis) – Political,

Are our customers likely to spend more or less money on the services we offer? What is happening to the financial status of the organization Interest rates Salary trends in the sector Sociological Other departmental attitudes to HRS Population shifts (age profile) Age profile Attitudes to career Technological What changes may be coming our way? What new technology/ systems, How do we record attendance, performance? How might this change? Use of and encourage home working? Communications technologies changes of technology that will increase/ reduce the need for recruitment changes to HRS software Legal What is happening in our sector that will impact what we do?

Minimum wage, Working time, Food stuffs, Under 18 working, Occupational/ industrial Training etc. What changes will impact the services of the organization Environmental Need to reduce storage needs Management attitudes (inside dept/ function) Organizational culture PESTLE Analysis for Schools or Education By rapid – Last updated: Sunday, April 19, 2009 – Save & Share – 2 Comments A PESTLE analysis is a tool that can provide prompts to the governors, management and staff involved in the analysis of the changes in the school’s environment that could impact future finance, planning and management decisions. It can enable them carry out a more comprehensive analysis.

A PESTLE is usually used in commercial organizations as a part of the strategic development of a business and marketing plan, however a PESTLE analysis can be used as part of identifying the opportunities and threats (SOOT) for operational planning within educational and school environments. The PESTLE provides a simple framework within which to consider external factors. PESTLE is used as part of a SOOT for identifying the external factors Schools being privatized (like the INS) A government initiative creates the risk that the school may fail to deliver the policy or be diverted away from local priorities etc. Changes to the skills required to be a teacher/ tutor Changes to curriculum with short lead times Requirement to be self managing Requirement to be self financing Central or local government funding decisions may affect school/ establishment instances Closure of a local industry may affect fund raising plans etc.

Ability of parents to raise funds for optional activities The need to run breakfast/ after schools clubs Ability to invest ‘savings/ surpluses’ Cost of providing resources: Staff – teaching & support Basics – books/ paper Technology solutions laptops etc Interest rates Shortages of materials on national/ international markets Over provision of school places in the area resulting in competition from neighboring schools The risk of highly valued, key staff moving on to more ‘up and coming schools/ academies Social Decline in birth rate, reflecting national trends Local population changes (increasing/ decreasing numbers) Demographic changes may affect likely pupil rolls or the nature of pupils needs e. G. Pupils with English as a second language etc.

Closure of local firms providing employment Inability to attract staff Social networking – blobs, backbone, twitter Changes to qualifications expected Integration with local community Integration of students with special needs parental preference – an increase in ‘parent power’ has allowed parents more freedom of choice over their child’s school the risk of highly valued, key staff moving n to more up-and-coming establishments Information is accessible to staff anywhere in the world via the Internet Staff were not given enough training or access to effectively change their habits and how they expected information to be made available Technological Changes to standards/ equipment required Risk of selecting the wrong technology at times of change (I. E. Windows -v- open source) New computer viruses may affect school/ college operations, Disturbing/ illegal images on the internet may affect CIT security measures etc. Move from paper based books to e-book readers Computer hardware being out of date Time to manage IT systems Legislative new legislation may create risks of non-compliance with the law, create new administrative burdens etc Changes to child protection legislation Raise the age of school leaving age Raise/ lower the age of starting school.