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

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a strategic plan

# Create a strategic plan {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create and manage strategic plans to define your organization's purpose, strategic priorities, and associated goals.

## Before you begin

Role required: sn_apw_advanced.spw_goal_user

## About this task

You can create strategic plans only on boards that were created with the Strategy tracking option selected.

## Procedure

1. Navigate to WorkspacesStrategic Planning WorkspaceStrategy and Goals.
2. On the Strategy and Goals page, select the strategy-based board for which you want to create a strategic plan.  
   The Strategy page opens.
3. Select New strategic plan.
4. On the form, fill in the Name, Sponsor, Start date, and End date, and other required fields.  
   For a description of the field values, see [Strategic Plan form](https://www.servicenow.com/docs/_rC2gLNcY~Qrz6pD7OKB7w "Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.").
5. Select Submit.
**Related tasks**   

* [Create a strategic priority](https://www.servicenow.com/docs/wiwBWFvr0rANXHrL_ikOXA "Create a strategic priority to define and focus your organization's strategic direction, and align it with the goals you want to achieve.")
* [Create a goal](https://www.servicenow.com/docs/QsoKdy3FnH4HLzyQHTE16g "Create a goal and set targets to measure progress and align with your organization's strategic priorities.")

*[\>]: and then