Create a strategic plan
task australia Updated Sep 10, 2026 1 min read create-strategic-plan.md
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.
Before you begin
Install Strategic Planning on your ServiceNow instance.
Role required: sn_gf.strategy_planner
Procedure
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Navigate to All > Strategy > Strategic Plans.
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Click New.
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On the form, fill in the fields.
For field information, see Strategic Plan form.
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Click Submit.
What to do next
From the Values related list, capture values for your organization such as Integrity, Commitment to customers, and Trust.
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---
title: Create a strategic plan
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/goal-framework/create-strategic-plan.html
release: australia
product: Goal Framework
classification: goal-framework
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage goals, Goal Framework and Goal Framework for SPM, Strategic Portfolio Management]
---
# Create a strategic plan
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.
## Before you begin
Install Strategic Planning on your ServiceNow instance.
Role required: sn\_gf.strategy\_planner
## Procedure
1. Navigate to **All** > **Strategy** > **Strategic Plans**.
2. Click **New**.
3. On the form, fill in the fields.
For field information, see [Strategic Plan form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/goal-framework/strategic-plan-form.md).
4. Click **Submit**.
## What to do next
From the Values related list, capture values for your organization such as Integrity, Commitment to customers, and Trust.
| title | Create a strategic plan |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/it-business-management/goal-framework/create-strategic-plan.html |
| release | australia |
| product | Goal Framework |
| classification | goal-framework |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Manage goalsGoal Framework and Goal Framework for SPMStrategic Portfolio Management |