What's the difference between Goal Framework and Performance Analytics?

[cj2005]

Does anyone know the difference between Goal Frameworks and Performance Analytics?   Do they need each other to operate?   Thanks Much!

[Community Alums]

Hi @cj2005 ,

These two terms are completely different !!

Goal Framework :  

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

Using Goal Framework, you can define strategic priorities and associated goals for the organization as part of strategic plans. Once goals are created, you can then associate work and planning items such as demand, project, initiative, and big rocks.

The ServiceNow® Alignment Planner Workspace (APW) users can define a planning hierarchy for your organization and use it to align your goals according to your organization's planning hierarchy. For information on how a planning hierarchy is defined, see Planning hierarchy. You can also create strategic plans, capturing the vision, mission, and values for your organization.

The key benefits of Goal Framework:

• Helps ensure that the entire organization focuses efforts on the same strategic priorities​​.
• Makes goals to align and focus effort visible​.
• Enables the association of work or planning items with goals so the work being done to accomplish goals and meet targets are easily visible.
• Provides real-time checkpoints for goals over weekly, monthly, and quarterly durations.
• Provides an end-to-end view of goal performance to users with the sn_gf.epmo_strategy_planner role.

Performance Analytics:

Performance Analytics complements the out-of-the-box content by empowering process and service owners with self-service tools for understanding results. The Detailed Scorecard provides a location where users can explore their performance by filtering dates, changing time series aggregations, forecasting predicted scores, and adjusting the visualization types without impacting a dashboard.

For example, changing the time series aggregation from a monthly average to a rolling 30 day or weekly average would typically require an analyst to build a complex report with different slicers and calculations for each desired interval. Users can quickly select an alternate aggregation interval — an out-of-the-box feature with Performance Analytics — from a dropdown field on the Detailed Scorecard without involving the BI or IT team.

Forecasts of future scores can be toggled on or off, and common statistical summaries like sum, average, median, maximums, and minimums are automatically displayed for the selected date range. Workbench widgets allow users to get an end-to-end view of their process and explore each step without building multiple reports. Putting these features at the fingertips of service owners allows them to quickly and easily answer questions in a self-service manner, and prevents report sprawl where tens or hundreds of nearly-identical reports are created.

Almost every BI tool provides self-service capabilities for exploring published models, but there is an entirely different skill set required in order to adjust the underlying KPIs and reports. A common theme we see with enterprise tools is that an initial set of KPIs and dashboards will be built by a BI or IT team, but as those teams shift focus to the next project it becomes difficult to update and change what was delivered. Service management is a highly dynamic process that is continuously changing, and users have ever-increasing expectations that must be met. Performance Analytics empowers service owners to quickly answer questions and then take corrective action in a self-service manner.

To learn more :https://www.servicenow.com/community/platform-analytics-articles/getting-started-with-performance-an...

[PaulaaO]

Hi @Community Alums on the Goals Framework topic would you be able to advise what is the difference between Goals and Core goals and how should they be used?

The reason I ask is that we would like to have a super user who could amend the existent goals, targets, strategic plans and strategic priorities and the behaviour we observed is that if we wish to create a target from the Targets module and associate it with a goal, the Goal field from target form takes us to Core Goals table and unless the creator of the target record is also creator of the core goals they cannot see other existent records to choose from.  The role given to this user is sn_gf.epmo_strategy_planner - should we give the sn_gf.goal_admin role instead? Thank you

[Jennifer Yiu]

Hi @Community Alums - helpful explanation!  I came to the community searching for an answer as to why the Description column was available in the Targets List view but missing on the Targets form and in your reply to this thread got a great overview of the goal framework that reminded me to revisit the product documentation.  We're implementing Strategic Planning and the SPW application and preparing a presentation for end users.  In your work, have you noticed the Description field missing on the targets form?  Thank you ahead!

Hi @PaulaaO, while this is likely for your implementation partner, there is instruction available to migrate existing goals into the new framework.  Our admin had to complete that one-time task ( link) that retired our existing goals and migrated them to new tables. In addition, here's how we have looked at the roles you mentioned.

The sn_gf.goal_admin will enable our users to manage goals such as the calendar type used for goal setting, weighted average calculation for goal progress, and deletion of goals and targets.

The sn_gf.strategy_planner is the role we assigned to the SPW(APW) users that would own the planning/use and maintenance of strategic plans.  With this role, they can create strategic plans, priorities and associated goals/targets.