Create a strategic plan

task australia Updated Sep 10, 2026 1 min read create-strategic-plan-strategy.md
Raw file servicenow.com

Create and manage strategic plans to define your organization's purpose, strategic priorities, and associated goals.

Before you begin

Role required: sn_apw_advanced.spw_goal_user

About this task

You can create strategic plans only on boards that were created with the Strategy tracking option selected.

Procedure

  1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.

  2. On the Strategy and Goals page, select the strategy-based board for which you want to create a strategic plan.

    The Strategy page opens.

  3. Select New strategic plan.

  4. On the form, fill in the Name, Sponsor, Start date, and End date, and other required fields.

    For a description of the field values, see Strategic Plan form.

  5. Select Submit.

Related topics

Create a strategic priority

Create a goal

Search documentation
Search document titles and file paths on the australia branch