--- sourceDocument: Australia Strategic Portfolio Management sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management Release : - australia ft:locale : - en-US ft:publication_title : - Australia Strategic Portfolio Management ft:clusterId : - itbm bundleId : - itbm workflow : - Technology --- # Explore # Exploring Strategy and Goals in Strategic Planning Workspace {#ariaid-title1} Release version: Australia Updated November 5, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 4 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Exploring Strategy and Goals in Strategic Planning Workspace ServiceNow's Strategic Planning Workspace offers a unified environment to create and manage your organization's strategic plans, priorities, goals, and targets through customizable boards. This workspace helps you align your enterprise's strategic vision with actionable outcomes and track progress effectively within a single focused view. Show full answer Show less ## Key Features * **Boards for Strategy and Goals:** Create three types of boards---strategy-based, goals-based, or a combined strategy and goals board---to organize and manage strategic plans, priorities, goals, and targets. Boards use filter criteria to control the scope and focus of displayed items. * **Strategic Components:** Manage key elements such as strategic plans, strategic priorities, goals, targets, and work items associated with them, ensuring a structured approach to strategic planning. * **ServiceNow Otto for Strategic Portfolio Management Integration:** Enhance strategic planning with AI-powered capabilities: * **Goals insights skill:** Generate insights to identify at-risk goals, forecast statuses, and receive actionable recommendations. * **Target generation skill:** Automatically generate measurable targets for goals, simplifying success criteria definition. * **Target Actuals Check-in Reminders:** Schedule automatic and manual reminders for owners and contributors to update target actuals on time, improving data accuracy and accountability. * **Flexible Goal Management Compared to Portfolio Plans:** Unlike portfolio plans that require defining a lens hierarchy, Strategy and Goals boards allow direct goal creation and management based on filter criteria, offering greater flexibility and ease of use. ## Practical Benefits for ServiceNow Customers * Create a centralized, clear view of your organization's mission, vision, values, and associated strategic priorities and goals. * Use boards tailored to your organizational needs to maintain focus on relevant strategic initiatives and measure progress with real-time data. * Leverage AI-powered insights and automated target generation to reduce manual effort and proactively manage goal performance. * Ensure timely updates of goal targets through automated reminders, enhancing accountability and accurate tracking. * Integrate portfolio plan goals with enterprise goals via boards to consolidate goal management in one workspace without additional configuration. This approach simplifies strategic planning and execution by integrating planning, monitoring, and action within a single interface designed for enterprise-level governance and operational efficiency. Use Strategy and Goals in Strategic Planning Workspace to create boards that organize your organization's strategic plans, strategic priorities, goals, and targets in a single, focused view. ## Strategy and Goals key components {#explore-strategy-goal-strategy__section_jwz_vnb_m3c} Understanding the key components of Strategy and Goals in Strategic Planning Workspace helps you structure your organization's strategic vision and track progress toward meaningful outcomes. The key components for managing enterprise goals in Strategy and Goals are strategic plans, strategic priorities, goals, targets, and any work items associated with goals or targets. A board is a collection of strategic plans, strategic priorities, goals, and targets based on your selected filter criteria---helping you stay focused and manage them effectively. For an example of the structure of a strategy from the strategic plan level down to targets, see [Enterprise strategy example](https://www.servicenow.com/docs/TxV02adEP5jzPaOZ_MF1NA "In Strategy and Goals, you start by creating a strategic plan that captures your organization's mission, vision, and values. You then define strategic priorities that align with your mission and vision of your organization, and create goals under each priority to establish what your organization wants to achieve. For each goal, you can set targets to track and measure progress toward achieving it."). ## Board types {#explore-strategy-goal-strategy__section_board_types} When you create a board, you can choose whether to base it on strategic plans, goals, or both. * A strategy-based board lets you create and manage strategic plans and priorities, aligning high-level direction with the priorities your teams are executing against. * A goals-based board lets you create goals and targets that align with your strategic priorities, with the ability to tailor the board by entity type and entity to focus on the goals that matter most. * A combined strategy and goals board includes two pages---Strategy and Goals---supporting both strategic planning and goal execution within a single board. {#explore-strategy-goal-strategy__ul_o4x_c4y_k3c} For any board type, you can define what items appear using advanced filter conditions, giving you precise control over the scope and focus of each view. For details, see [Managing boards in Strategic Planning Workspace](https://www.servicenow.com/docs/bvRXfXNCdtpH4IRpfmMmBg "Using boards in Strategy and Goals within Strategic Planning Workspace, you can organize strategic plans, priorities, goals, and targets in a single, focused view.") and [Managing strategy and goals using boards](https://www.servicenow.com/docs/dMUUzxLuAmIddynj8WZ~vg "After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes."). Figure 1. Goals page within a strategy and goals-based board ## ServiceNow Otto for Strategic Portfolio Management capabilities for Strategy and Goals {#explore-strategy-goal-strategy__section_now_assist} If ServiceNow Otto for Strategic Portfolio Management is installed, you can use the following capabilities to enhance your strategic planning and goal management: * With the Goals insights skill, you can generate AI-powered insights for goals and review the results to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track. For details, see [Generate insights for a goal](https://www.servicenow.com/docs/DVuBp0~Jup46oguwRC0VJA "Review AI-generated insights to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track."). * With the Target generation skill, you can generate measurable targets for your goals, reducing the effort required to define quantifiable success criteria. For details, see [Generate targets for a goal](https://www.servicenow.com/docs/a4kfhowEcvlORJkllBhwVw "Generate measurable targets for your goals in Strategic Planning Workspace using ServiceNow Otto for SPM."). {#explore-strategy-goal-strategy__ul_dhw_3py_k3c} ## Reminders for target actuals check-in {#explore-strategy-goal-strategy__section_pqc_gtn_43c} The target check-in reminder feature lets you schedule automatic reminders that notify target owners and contributors to update actuals for their targets based on the defined check-in frequency and before the due date. This ensures that target actuals are updated on time. To enable the feature, system properties must be configured. For details, see [Configure reminders for target actuals](https://www.servicenow.com/docs/s_YwMTFG_xf31bJ8TGDzug "Configure reminders to notify target owners and contributors to update actuals for their targets by a specified date."). Goal owners, target owners, and contributors can also send reminders manually when needed. For details, see [Send a reminder for target actuals check in](https://www.servicenow.com/docs/QFxd2hn3Q3rYqhcbEhrKEA "Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date."). ## Comparing portfolio plan goals with enterprise goals (Strategy and Goals) {#explore-strategy-goal-strategy__section_cc1_jyv_dwb} Creating goals for portfolio plans requires selecting a lens hierarchy and defining goals at the entity level based on the portfolio plan's hierarchy, which can limit flexibility and make it difficult to get started. In Strategy and Goals, you can create boards and manage goals directly based on board filter criteria, without defining a lens hierarchy, providing a simpler and more flexible approach. If you are already managing goals in portfolio plans, you can create corresponding boards based on your assigned entities or filter criteria to manage your goals and targets in one location without any additional configuration. For a portfolio plan created using the Goals lens, the goals displayed in the portfolio plan match the goals displayed on a board when both are configured with the same filter criteria. * Portfolio plan goals: Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes. For details, see [Managing portfolio plan goals in Strategic Planning Workspace](https://www.servicenow.com/docs/2c1QSmaZcXPwIOQSKEdSuA "Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes."). * Enterprise goals (Strategy and Goals): Create boards to manage your organization's strategic plans (Mission, Vision, and values), strategic priorities, goals, and targets in a single, focused view. Create boards to manager org splans (missin, vision, values), sps, goals, and targets for your organization level. For details, see [Managing boards in Strategic Planning Workspace](https://www.servicenow.com/docs/bvRXfXNCdtpH4IRpfmMmBg "Using boards in Strategy and Goals within Strategic Planning Workspace, you can organize strategic plans, priorities, goals, and targets in a single, focused view.") and [Managing strategy and goals using boards](https://www.servicenow.com/docs/dMUUzxLuAmIddynj8WZ~vg "After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes."). {#explore-strategy-goal-strategy__ul_usy_pyv_dwb} {#explore-strategy-goal-strategy__table_bmt_jnf_fwb__entry__3} | Feature | Portfolio plan goals | Enterprise goals (Strategy and Goals) | |-|-|-| | Create strategic plans | ![No]() | ![Yes]() | | Create strategic priorities | ![No]() | ![Yes]() | | Create goals | ![Yes]() | ![Yes]() | | Add targets | ![Yes]() | ![Yes]() | | Associate work with goals or targets | ![Yes]() | ![Yes]() | | Send reminders to owners and contributors for target actuals check in | ![No]() | ![Yes]() | | Generate goal insights with ServiceNow Otto for SPM | ![Yes]() | ![Yes]() | | Generate targets for goals with ServiceNow Otto for SPM | ![Yes]() | ![Yes]() | [Table 1. Comparison of portfolio plan goals and strategic goals (Strategy and Goals) features] {#explore-strategy-goal-strategy__table_bmt_jnf_fwb} Note: Strategic plans and strategic priorities for portfolio plans can still be created using the list view within the Strategic Planning Workspace or the classic UI. The key difference is that in Strategy and Goals, you can create these directly within the workspace --- whereas for portfolio plans, they must be created outside the workspace and then associated with goals inside it.