Jumpstart Your Strategic Portfolio Management – Planning Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of Jumpstart Your Strategic Portfolio Management – Planning Workspace

    The Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace Accelerator is designed to demonstrate the capabilities of Planning Workspaces within SPM. It helps ServiceNow customers gain clear visibility into work items, prioritize effectively, and align execution with strategic goals. This Accelerator also provides key resources and leading practices to enable quick adoption and successful implementation of Planning Workspaces.

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    This offering is available for customers with Impact Guided, Guided+ (Strategic Value or Platform Governance), Advanced, and Total packages.

    Key Features

    • Session Preparation: A Technical Accelerator Consultant provisions a temporary instance and configures Planning Workspace components within SPM.
    • Customer Coaching Session #1 (up to 1.5 hours): Includes a detailed overview and demonstration of Planning Workspaces, setup guidance, discussion on foundational data, key capabilities walkthrough, and review of leading practices and implementation guidance.
    • Customer Coaching Session #2 (Optional, up to 1 hour): Provides an opportunity for Q&A related to the Planning Workspace and SPM.
    • Resources Provided: Customers receive 30-day access to the temporary instance, ongoing support from the Technical Accelerator Consultant, and a copy of the coaching session materials.

    Customer Responsibilities and Roles

    • Platform Owner (Required): Accountable for overall platform governance, aligns teams with business strategy, and oversees platform leadership.
    • System Administrator(s) (Required): Maintains platform stability, manages support cases, and delivers configuration tasks related to ServiceNow applications.
    • Other Customer Roles (Required): Includes primary stakeholders for product and portfolio management.
    • Developer(s) (Recommended): Provides coding support for the ServiceNow platform.
    • Trusted Service Partners (Recommended): Participate in coaching sessions to learn best practices and support ongoing customer needs.

    Important Considerations

    Customers should note that ServiceNow does not implement configuration changes on their non-production or production instances as part of this Accelerator. Additional details regarding legal terms, prerequisites, and requirements are documented in the Impact Accelerator Terms Matrix.

    The Jumpstart Your Strategic Portfolio Management – Planning Workspace Accelerator provides a demonstration of the possibilities and capabilities of Planning Workspaces within Strategic Portfolio Management (SPM).

    Accelerator Overview

    Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace provides Impact customers with a comprehensive overview of Planning Workspaces in SPM, demonstrating how to gain clear visibility into work items, prioritize effectively, and align execution with strategic goals. This Accelerator also equips customers with key resources and leading practices to help them get started quickly.

    For additional information on SPM, see Strategic Portfolio Management.

    Package Availability

    Note:
    This Accelerator is available for Impact Guided, Guided+ (Strategic Value or Platform Governance), Advanced, and Total packages.

    What you get

    Session Preparation
    The Technical Accelerator Consultant:
    • Provisions a temporary instance
    • Activates and configures the applicable components of the Planning Workspaces in SPM
    Customer Coaching Session #1 (up to 1.5 hrs)
    Includes the following:
    • Overview and demonstration of Planning Workspaces
    • Review of setting Planning Workspaces within SPM up for success:
      • Installation and configuration of Planning Workspaces
      • High level discussion on Foundation/Dependent data
    • Walk through of key capabilities
    • Review leading practices and implementation guidance
    Customer Coaching Session #2 (Optional up on Customer request – up to 1 hr)
    Opportunity for Q&A related to Strategic Portfolio Management (SPM) - Planning Workspace
    Output(s)
    • 30-day access to the temporary instance and Technical Accelerator Consultant with whom you met for any further questions or in-depth explorations
    • Copy of the Coaching Session Deck

    Requested customer resources

    Table 1. Customer resource and responsibilities
    Customer Resource  Responsibilities 

    Platform Owner (Required)

    Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform.
    System Administrator(s) (Required) Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features.
    Other Customer Role(s) (Required) Primary stakeholders responsible for Product and Portfolio management.
    Developer(s) (Recommended) Writes code for the ServiceNow platform.
    Trusted Service Partners (Recommended) Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward.

    Requested Information/Access

    Note:
    Additional details on supplemental legal terms, prerequisites, specifications, requirements, and exclusions can be found in the Impact Accelerator Terms Matrix.

    Exclusions

    ServiceNow is not responsible for implementing any of the recommended configuration changes on Customer’s non-production or production instances.