Learning Strategic Portfolio Management doesn't have to be overwhelming. ServiceNow provides a comprehensive library of YouTube playlists covering everything from foundational concepts to advanced mastery on our ServiceNow Community Youtube. Whether you're just starting out or deepening your expertise, these playlists form a complete learning ecosystem tailored to your journey.
Over 200 videos across implementation, best practices, release updates, and hands-on tutorials. Pick what fits your role and where you are in your adoption.
Core Foundations
Start here for strategic context and product overview
Strategic Portfolio Management (SPM) General
Best for: New users, executives, anyone needing strategic context before diving into configuration
This is your entry point. SPM General covers the purpose and power of Strategic Portfolio Management at the conceptual level. You'll explore what SPM is designed to do, why it matters for strategy-to-execution, and how it supports Standard, Professional, and Professional Plus licensing tiers.
Estimated video length: 5-20 minutes each
Collaborative Work Management (CWM) General (Optional)
Best for: Teams adopting CWM, managers seeking unified work visibility, practitioners interested in agile delivery
SPM works better with CWM. Combine strategic planning with real-time execution visibility to move seamlessly from strategy to delivery. CWM brings teams together in one place to plan, prioritize, and deliver faster through Boards, Docs, Incident Management integration, and unified work visibility. If your team is scattered across tools, this is the right starting point.
Estimated video length: 5 - 15 minutes each
Hands-On Learning
Learn by doing: step-by-step tutorials for every major feature
How to Use Strategic Portfolio Management (SPM)
Best for: Day-to-day SPM users, implementation teams, anyone learning by doing
Practical, task-focused tutorials that walk you through key features step by step. Each video focuses on a single SPM capability with clear instructions. This playlist is indispensable when you're using SPM daily and need to do a specific task without digging through documentation.
Estimated video length: 2 - 5 minutes each
ServiceNow Otto for Strategic Portfolio Management (SPM)
Best for: Users ready to adopt AI, demand managers, portfolio teams leveraging automation
Discover how Otto (previously called Now Assist) supercharges SPM with conversational AI. Learn about Conversational Demand Creation, how to use Otto for workflow acceleration, and AI-powered features that speed up portfolio decisions. This playlist is essential if you're using or considering AI assistance in SPM.
Estimated video length: 10-20 minutes each
Release Updates & Community
Stay current with regular updates and expert-led webinars
What's New in Strategic Portfolio Management (SPM) Australia
Best for: Release managers, technical leads, anyone responsible for platform upgrades
Watch this to understand new features, updates, and changes in the Australia release. This playlist keeps you informed about product evolution and helps your team stay aligned with the latest capabilities without digging through release notes.
Estimated video length: 2 - 10 minutes each
SPM Academy
Best for: Anyone seeking continuous learning, best practice benchmarking, monthly expert-led sessions
The flagship monthly webinar series. SPM Academy meets the last Thursday of every month at 8am PT with ServiceNow experts sharing best practices, customer success stories, and advanced techniques. This is where you connect with the community and learn from peers at scale.
Estimated video length: 20-45 minutes each
ServiceNow Exchange: SPM
Best for: Anyone looking for a complete SPM event library in one place
The aggregated SPM event hub. This playlist brings together SPM Academy sessions, What's New releases, and other Live on ServiceNow SPM events in one place. Think of it as your single destination to find high-value SPM content without hunting across multiple playlists.
Estimated video length: 30-45 minutes each
Deep Dives & Integration
Master end-to-end workflows and cross-platform integration
ServiceNow Strategic Portfolio Mgmt (SPM), EA & CWM: End-to-End Deep Dives
Best for: Enterprise architects, cross-platform implementers, strategic planners
This comprehensive playlist connects SPM, Enterprise Architecture, and CWM into a unified picture. If you're implementing across multiple modules or need to understand how they work together end-to-end, this is your reference. Ideal for architects and senior implementers who need holistic system design.
Estimated video length: 30-50 minutes each
Module Mastery
Deep expertise in the four core SPM applications
SPM Application: Strategic Planning
Best for: Strategic planners, resource managers, executives managing portfolio decisions
Master the Strategic Planning Workspace, the heart of SPM. Learn how Strategic Planning integrates Resource Management, Capacity Planning, and Portfolio Governance. This module sits at the center of strategy alignment, so understanding it deeply pays dividends across all other modules.
Estimated video length: 10-20 minutes each
SPM Application: Project Portfolio
Best for: Portfolio managers, PMO teams, project leadership
Focused content on Project Portfolio management. While smaller in video count, this playlist covers the essentials of portfolio governance, project tracking, and portfolio-level decision-making. Perfect for project management offices (PMO) and portfolio managers.
Estimated video length: 10-20 minutes each
SPM Application: Demand Management
Best for: Demand managers, portfolio intake teams, process owners
Demand Management is the front door of SPM. Learn how to capture, assess, and qualify incoming demands before they become projects. This playlist covers intake processes, assessment frameworks, and how demand flows into the portfolio. Essential for anyone managing the demand-to-project pipeline.
Estimated video length: 10-20 minutes each
Recommended Learning Paths
Tailor your playlist journey to your role
If you're an executive or portfolio leader
Start with: SPM General, then SPM Academy (monthly) and ServiceNow Exchange for strategic updates. These give you the business impact and governance framing without implementation details.
If you're a day-to-day SPM user
Start with: How to Use SPM for immediate productivity, then dive into the specific module playlist for your role (Strategic Planning, Project Portfolio, or Demand Management). SPM Academy monthly sessions keep you current on best practices.
If you're a project or portfolio manager
Follow this sequence: SPM General → How to Use SPM → Project Portfolio or Demand Management (depending on your role) → SPM Academy for ongoing learning.
If you're implementing SPM plus CWM
Follow this sequence: SPM General → CWM General → End-to-End Deep Dives → How to Use SPM → module-specific playlists (Strategic Planning, Project Portfolio, Demand Management) → SPM Academy for ongoing best practices.
Optional Extensions
Master SPM Through Official Training
Strategic Portfolio Management (SPM) Fundamentals (On-Demand)
Best for: Self-paced learners | Duration: 8 hours 55 minutes
Enroll in Strategic Portfolio Management (SPM) Fundamentals to learn about the SPM applications and related functionality. You will learn SPM applications and related functionality step-by-step.
Strategic Portfolio Management (SPM) Fundamentals (Instructor-Led)
Best for: Live classroom learning | Duration: 3 days
Become the catalyst for strategic change by mastering the art and science of aligning projects, programs, and resources with your organization's most critical goals. You will learn with other peers and instructors to align projects, programs, and resources with your organization's strategic goals.
Quick Reference: All Playlists at a Glance
| Playlist | Videos | Category |
|---|---|---|
| SPM General | 45 | Foundations |
| How to Use SPM | 42 | Hands-On |
| What's New SPM Australia | 23 | Release |
| ServiceNow Otto for Strategic Portfolio Management (SPM) | 16 | Hands-On |
| End-to-End Deep Dives | 21 | Deep Dives |
| SPM Academy | 57 | Community |
| ServiceNow Exchange: SPM | 73 | Community |
| Strategic Planning | 26 | Modules |
| Project Portfolio | 8 | Modules |
| Demand Management | 14 | Modules |
| Collaborative Work Management General (Optional) | 23 | Foundations |
250+ Videos, One Complete Learning Ecosystem.
ServiceNow's YouTube playlist library is designed to grow with you at every stage of your journey. Whether you're assessing whether SPM and CWM are right for your organization, implementing across your enterprise, or optimizing after go-live, there's content tailored to your moment.
Start with your role above, pick your first playlist, and move through the content at your own pace. The community is behind you every step of the way.
Next Steps
- Find your role above and start with the recommended first playlist
- Subscribe to SPM Academy for monthly expert-led webinars the last Thursday of every month at 8am PT
- Bookmark ServiceNow Exchange as your hub for all SPM and CWM events and updates
- Connect with the community in the SPM Community to ask questions and share best practices
