Create a strategic plan

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

始める前に

Role required: sn_apw_advanced.spw_goal_user

このタスクについて

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

手順

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.

関連タスク

• Create a strategic priority
• Create a goal