Create a strategic plan

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • As a strategy planner, you can create and manage strategic plans for your organization. Create a strategic plan to define the purpose of your organization, its strategic priorities, and the associated goals.

    Before you begin

    Install Strategic Planning on your ServiceNow instance.

    Role required: sn_gf.strategy_planner

    Procedure

    1. Navigate to All > Strategy > Strategic Plans.
    2. Click New.
    3. On the form, fill in the fields.
      For field information, see Strategic Plan form.
    4. Click Submit.

    What to do next

    From the Values related list, capture values for your organization such as Integrity, Commitment to customers, and Trust.