Create a strategic plan
task brazil Updated Sep 10, 2026 1 min read create-strategic-plan-strategy.md
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
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Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
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On the Strategy and Goals page, select the strategy-based board for which you want to create a strategic plan.
The Strategy page opens.
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Select New strategic plan.
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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.
-
Select Submit.
Related topics
51 lines · 1.9 KB
---
title: Create a strategic plan
description: Create and manage strategic plans to define your organization's purpose, strategic priorities, and associated goals.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/strategic-planning/create-strategic-plan-strategy.html
release: brazil
product: Strategic Planning
classification: strategic-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage enterprise goals, Strategy and Goals, Strategic Planning, Strategic Portfolio Management]
---
# Create a strategic plan
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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/strategic-plan-form-strategy.md).
5. Select **Submit**.
**Related topics**
[Create a strategic priority](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/create-strategic-priority-strategy.md)
[Create a goal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/strategic-planning/create-goal-strategy.md)
| title | Create a strategic plan |
| description | Create and manage strategic plans to define your organization's purpose, strategic priorities, and associated goals. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/it-business-management/strategic-planning/create-strategic-plan-strategy.html |
| release | brazil |
| product | Strategic Planning |
| classification | strategic-planning |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Manage enterprise goalsStrategy and GoalsStrategic PlanningStrategic Portfolio Management |