Configuring Strategy and Goals

Strategy and Goals in Strategic Planning Workspace requires no mandatory configuration to get started.

Unlike portfolio plan goals, you can create and manage goals on a board without prerequisites or limitations. For example, portfolio plan goals do not display if they are not created at the lens entity level or if the assigned entity fields are empty. In Strategy and Goals, all goals that match the applied filter criteria or selected entity are visible on the board. For details, see Managing boards in Strategic Planning Workspace and Managing strategy and goals using boards.

Optional configuration for Strategy and Goals

Although no mandatory configuration is required, you can perform the following administrative tasks based on your organization's needs.

Migrate legacy goals data

If your organization uses the legacy goal and strategy tables (Goal, Enterprise Strategy, Business Unit Strategy, and Strategic Objective), you can migrate the existing data to the new tables by running the scheduled job. After migration, you can create boards and manage your existing goals and strategic priories. For details, see Migrate existing goals data to Goal Framework tables.

Set display limit for goals

By default, 250 goals are displayed in the Goals page. To modify this limit, configure the value in the sn_align_ws.goal_hierarchy.max_records system property. For details, see Set display limit for goals and targets in Strategic Planning.

Customize goal and target labels

You can customize the labels for the Goal [sn_gf_goal] and Target [sn_gf_goal_target] tables to match your organization's terminology. For example, you can rename Goal to Objective and Target to Key Result. For details, see Customize label for Goal and Target tables.

Configure assigned entities

You can define goals at any level in your organization without assigning them to a specific entity. Using advanced filter criteria when creating a board, you can manage a specific set of goals based on any goal field value. For example, you can create a board to manage goals that belong to the Chatbot team.

You can also create boards for your goals based on assigned entities. The default assigned entities are Business Unit [business_unit], Department [cmn_department], Company [core_company], Product Model [cmdb_model], Value Stream [cmn_value_stream], Initiative [sn_align_core_initiative], and Strategic Program [sn_align_core_program].

To create boards based on assigned entities other than the defaults, create an entry in the assigned entity configuration. For details, see Configure a table for an assigned entity.

Configure goal preferences

Configure goal preferences including the calendar type for goal setting, weighted average calculation for goal progress, and deletion settings for goals and targets. For details, see Configure goal preferences.