---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-business-management

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    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

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bundleId :

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---

# Manage enterprise goals

# Managing strategy and goals using boards {#ariaid-title1}

Release version: Australia  
Updated November 5, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
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## Summary of Managing strategy and goals using boards

Managing strategy and goals using boards in ServiceNow enables organizations to define, track, and align strategic plans, priorities, goals, and targets to drive business outcomes effectively.
Boards support either strategy-based planning, goals-based execution, or a combined approach with dedicated Strategy and Goals pages.
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## Key Features

* **Create strategic plans:** Establish the organizational purpose and direction as a foundation for priorities and goals.
* **Define strategic priorities:** Focus efforts on the most important organizational areas aligned with the strategic plan.
* **Create and align goals:** Translate strategic priorities into actionable goals with measurable targets.
* **Set and track targets:** Use ServiceNow Otto for SPM to generate and monitor targets, ensuring progress within defined timeframes.
* **Align work items:** Connect current or planned work to specific goals or targets to maintain alignment with strategic priorities.
* **Assign primary goals or targets:** Designate goals or targets as primary for related work or planning items to clarify contribution.
* **Generate AI-powered insights:** Identify at-risk goals, forecast statuses, and receive proactive recommendations to keep goals on track.
* **Send reminders:** Notify target owners and contributors to complete target check-ins timely.

## Roles and Access

Managing enterprise goals on boards requires specific roles:

* **Read access:** Role `snapwadvanced.spwgoaluserread`
* **Edit access:** Role `snapwadvanced.spwgoaluser`

## Strategy and Goals Pages

* **Strategy page:** Displays strategic plans and their associated priorities filtered by board criteria.
* **Goals page:** Shows goals and associated targets filtered by board criteria.

This structured approach helps ServiceNow customers to comprehensively manage enterprise strategy and goal execution, ensuring alignment between high-level strategic direction and day-to-day operational work.  
After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes.
A strategy-based board supports the full strategic planning hierarchy, from organizational purpose to measurable outcomes. A goals-based board focuses on goal execution and outcome tracking. You can also create a
combined strategy and goals board, which includes two pages---Strategy and Goals---to help you focus on both strategic planning and goal execution.  
You can do the following in a board to manage your enterprise goals and drive business outcomes:

* Define the purpose and direction of your organization by creating strategic plans that serve as the foundation for your priorities and goals. For details, see [Create a strategic plan](https://www.servicenow.com/docs/P~v67UDx6GijNBg9mn3gIA "Create and manage strategic plans to define your organization's purpose, strategic priorities, and associated goals.").
* Orient your strategic plan toward your goals by creating strategic priorities that reflect the most important areas of focus for your organization. For details, see [Create a strategic priority](https://www.servicenow.com/docs/qgr9WnqhHc3xUpsZ7G_sxw "Create a strategic priority to define and focus your organization's strategic direction, and align it with the goals you want to achieve.").
* Create goals that align with your organizational strategic priorities, translating high-level direction into specific, actionable outcomes. For details, see [Create a goal](https://www.servicenow.com/docs/MaFAy19uSqtXX~6Zxo2C4w "Create a goal and set targets to measure progress and align with your organization's strategic priorities.").
* Generate measurable targets for your goals using ServiceNow Otto for SPM. For details, see [Generate targets for a goal in Strategic Planning Workspace using ServiceNow Otto for SPM](https://www.servicenow.com/docs/a4kfhowEcvlORJkllBhwVw "Generate measurable targets for your goals in Strategic Planning Workspace using ServiceNow Otto for SPM.").
* Set targets for goals to track and measure progress toward achieving each goal within the defined time frame. For details, see [Add a target for goal](https://www.servicenow.com/docs/r_kVk63_LolaOv62U2M2KQ "Create SMART targets for goals to track and measure the progress of your goals.").
* Align work or planning items with goals or targets to align your current or future work with your strategic priorities, helping your team achieve goals and targets efficiently. For details, see [Align work with a goal or target](https://www.servicenow.com/docs/9mkVQebPruVOiJVqJNRVZg "Create a goal or target relationship with a planning item or any other item to identify and associate your current or future work and achieve your goals and targets.").
* Associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. For details, see [Associate or update primary goal or target](https://www.servicenow.com/docs/qlp4mA7wDoOhjBVte4kg9A "Associate a primary goal or target for the planning items where the items contribute to achieving the goal or target.").
* Generate AI-powered insights for goals 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.").
* Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date. 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.").
{#managing-strategic-goals-strategy__ul_nc5_pnr_k3c}

## Roles required for managing enterprise goals using boards {#managing-strategic-goals-strategy__section_qwp_kgp_43c}

{#managing-strategic-goals-strategy__table_rwp_kgp_43c__entry__2}

| Access level | Required role |
|-|-|
| Read access | sn_apw_advanced.spw_goal_user_read |
| Edit access | sn_apw_advanced.spw_goal_user |
[ ]

{#managing-strategic-goals-strategy__table_rwp_kgp_43c}

## Strategy and Goals pages on a board {#managing-strategic-goals-strategy__section_pf2_qms_m3c}

* Strategy: The Strategy page displays the strategic plans and their associated priorities that are defined in the board or that match the board criteria.
* Goals: The Goals page displays the goals and its associated targets that are defined in the board or that match the board criteria.
{#managing-strategic-goals-strategy__ul_a1n_v11_l3c}  
Figure 1. Strategy page on a board  
Figure 2. Goals page on a board