Create a business unit strategy

---
title: Create a business unit strategy
description: Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business unit.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/create-a-business-unit-strategy.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Business Planning Portal, Strategic Portfolio Management]
---

# Create a business unit strategy

Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business unit.

## Before you begin

Role required: user\_admin, business\_planner

**Note:**

Starting with the Brazil release, Business Planner plugin and Business Planner role are being prepared for future deprecation. It will be hidden and no longer installed on new instances but will continue to be supported. For details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb_view.do?sysparm_article=KB0867184) article in the Now Support Knowledge Base.

## Procedure

1.  Navigate to **All** > **Business Planner** > **Business Unit Strategy**.

    You can also navigate to **Organization** > **Business Unit Strategy**.

2.  Click **New** or open a record.

3.  Fill in the form fields.

    |Field|Description|
    |-----|-----------|
    |Title|A short title describing the business unit strategy.|
    |Number|System assigned business unit number.|
    |Assigned To|Person to whom the business unit strategy is assigned to.|
    |From Date|Date from which the business unit strategy is valid.|
    |To Date|Date until which the business unit strategy remains valid.|
    |Business Unit|The business unit for which the strategy is being created.|
    |Strategy|Strategic objectives of the organization that the business unit strategy complies to.|
    |Type|Select a type of organization strategy that this strategy aligns to.|
    |Active|Enable the check box to make the business unit strategy active.|
    |Description|Short description about the business unit strategy.|

4.  Click **Submit**.


## What to do next

View the strategic objectives that you’ve created in the [business planning portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/overview-business-planning.md). The records of business planning strategic objectives give you a clear visibility of the status, to whom they’re assigned to, the period of validity, and their type.