Goal Framework

Create a goal or target relationship with a work, planning, strategic, or any other item to identify and associate your current or future work and achieve your goals and targets.

You can associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. You need different roles to set a goal or target as the primary for work and planning items.

Target status is calculated automatically from achievement percentages when you enter actual values, and it rolls up to goals using Green, Yellow, and Red thresholds.

The integration of Goal Framework or Goal Framework for SPM with other ServiceNow applications helps portfolio, product, and program managers to optimize planning and track goals for their products.

Change the prefix of the Number field for goals and targets, for example, from GOAL and TRGT to OBJ and KR when your organization uses objectives and key results, and apply the new prefix to existing records.

Change the type of an existing target when the way that you measure the target changes, for example, from Maximize to Maintain above. Depending on the old and new types, the change can clear the actual value and progress of the target.

Several types of components are installed with the installation of the Goal Framework and Goal Framework for Strategic Portfolio Management (SPM) applications, including user roles, scheduled jobs, tables, and scripts.

Configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.

Configure system-wide automatic status calculation settings to determine target and goal status automatically based on achievement percentages. Enable or disable automatic calculation and customize Green, Yellow, and Red threshold values to align with your organizational governance policies.

Configure goal preferences to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

Set the tolerance percentage for Maintain constant targets to define the range of acceptable actual values and control how progress and status are calculated.

As an administrator, use this section to set up the Goal Framework and Goal Framework for SPM applications.

Use the Context Variable form to create a context variable for a target source for calculating the actual value of the target based on the configured input values.

The context variable is an additional configuration for the target source that can be used on the Target form to fetch the required data and auto-update the Actual value field on the Target form. A context variable is required for target source types Assessment/Survey and PA Indicator.

Create a context variable manually for the target source type PA Indicator if the breakdown is of Choice list type.

Create a context variable manually if you want to configure more context variables for a target source.

Create goals and set targets to measure overall goal progress and evaluate them to align with the organizational strategic priorities.

As a strategy planner, you can create and manage strategic plans for your organization. Create a strategic plan to define the purpose of your organization, its strategic priorities, and the associated goals.

As a strategy planner, you can create and manage the strategic priorities for the strategic plans for your organization. Create a strategic priority to orient your organization strategic plan toward your goal.

Create a target source so that the goal user can configure it for the targets to automate the Actual value of the targets.

Defining a custom unit of measure helps the goal users to set the unit of measure for targets as per their choice. Unit of measures are two types, quantitative and qualitative.

Understand the process required to define goals using Goal Framework.

For defining an enterprise strategy, you can start by creating a strategic plan that captures your organization's mission, vision, and values. You then define strategic priorities that align with your mission and vision of your organization, and create goals under each priority to establish what your organization wants to achieve. For each goal, you can set targets to track and measure progress toward achieving it.

With fiscal calendar support, the check-in frequency of a target follows the fiscal periods of your organization instead of the Gregorian calendar.

Use the Goal Assigned Entity Configuration form to configure a table for an assigned entity type so that the goal user can associate goals with the required assigned entity.

Use the Goal form to create goals for your organizational strategic priorities.

Domain separation is supported for Goal Framework and Goal Framework for SPM. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.

The Goal Framework application helps you create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes.

Reference information to provide additional details about Goal Framework and Goal Framework for SPM such as the fields, user roles, and tables.

Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow Goal Framework.

Use the Goal Preferences form to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

Use the Goal/Target Relationship form to create a relationship between a goal and planning item, strategic item, or any other item.

With the admin role, you can import your existing goals and targets data from a spreadsheet to the Goal Framework tables.

You can install the Goal Framework (sn_gf) and Goal Framework for SPM (sn_gfa) applications if you have the admin role.

Understand which targets become stale after a goal calendar change, and how to recover them.

If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the Goal Framework tables by running the scheduled job.

After upgrading to Goal Framework for SPM v2.3.0 or later, run the Migrate BreakdownInterval To Checkinfrequency scheduled job to migrate the existing values from the Review frequency field to the Check-in frequency field in the target records.

The progress or percentage complete value of goals is auto-calculated using different formulas. The formula depends on whether the goal has only targets, a combination of sub-goals and targets, and if it has weighted average calculation enabled.

Clear the check-in frequency of stale targets in a date range after a goal calendar change, so that the owners can select a frequency again.

Use the Goal Framework for SPM application to modify the run time for the scheduled job according to your preference to auto-update the actual value of the targets for which a target source has been configured.

Scheduled Jobs are automated pieces of work that can be performed at a specific time or on a recurring schedule.

The goal calendar decides which periods your targets use for their check-in frequency and breakdowns. You can use the Gregorian calendar or a fiscal calendar.

Create SMART targets for goals to track and measure the progress of the goals.

Configure target sources for target automation so that the goal user can define a target source when setting a target for the goal. Defining a target source for a target updates the actual value of the target automatically.

A target with breakdowns becomes stale when its stored breakdowns no longer match the goal calendar. A stale target can't be changed until its check-in frequency is cleared.

Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.

Use the Strategic Priority form to orient your organization strategic plan toward your goal.

Change the fiscal calendar type of the instance, for example from a standard fiscal calendar to a 4-4-5 calendar, and regenerate the fiscal periods.

Change the calendar mode of the instance from Gregorian to fiscal, so that targets use the fiscal periods of your organization.

Use the predefined Benefit Plans script as a target source to automate the actual value of your targets from the benefit plans of relevant work items.

Use the Target Breakdown form to track and measure the progress of the target and its goal.

Breaking down a target into smaller periods (for example, Monthly) helps you set a target value for each month and focus on that specific monthly target. The target breakdowns are automatically created based on the Check-in frequency and Target value distribution set for the target.

As an administrator, when you run the Migrate BreakdownInterval To Checkinfrequency scheduled job, the existing values in the Review frequency and Breakdown interval fields are migrated to the Check-in frequency field in the target records.

Use the Target form to track and measure the progress of the goals.

Use the Target Source form to create and configure a source for your targets so that the actual value of the target is auto-updated.

Formulas and worked examples show how target status is calculated for each target type and how status rolls up from breakdowns to goals.

The types define how goal achievement is measured: growth, reduction, staying within limits, or a yes/no milestone.

Update the progress of a target using the Update Actual value related link on the Target form.

Update the progress of a target when its status is changed.

Update the actual value of a target breakdown when its status is changed. Updating the actual value of a target breakdown automatically updates the actual value of its target. After the Actual field of the target is updated, the progress value for the target and its goal is auto-updated.