Jumpstart Your Strategic Portfolio Management – Planning Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 2 minutes to read
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    Summary of Jumpstart Your Strategic Portfolio Management – Planning Workspace

    The Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace Accelerator is designed to showcase the capabilities of Planning Workspaces within ServiceNow’s Strategic Portfolio Management. It provides Impact customers with clear visibility and tools to manage and prioritize work items effectively while aligning them with strategic goals. This accelerator aims to help enhance service delivery quality, efficiency, and cost management.

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    It is available in Guided, Advanced, and Total Packages, offered under the ServiceNow Impact Package and Accelerator terms.

    What You Get

    • Session Preparation: Provisioning of a temporary instance and activation/configuration of Planning Workspace components in SPM.
    • Customer Coaching Session #1 (up to 90 minutes): Includes an overview and demonstration of Planning Workspaces, installation and configuration guidance, discussion of foundational data, walkthrough of key capabilities, business readiness review, and best practices for usage tracking and maintenance.
    • Access: Thirty days access to the temporary instance for hands-on exploration.
    • Customer Coaching Session #2 (optional, up to 60 minutes): A Q&A session focused on Strategic Portfolio Management and Planning Workspace topics, available upon customer request.

    Customer Responsibilities

    Successful engagement requires involvement from several customer roles:

    • Platform Owner (Required): Oversees the ServiceNow platform, ensures alignment with business strategy and governance.
    • System Administrator(s) (Required): Maintains platform stability, manages support cases, and handles configuration tasks.
    • Other Roles (Required): Stakeholders responsible for product and portfolio management.
    • Developer(s) (Recommended): Supports coding and customization on the platform.
    • Trusted Service Partners (Recommended): Participate in coaching sessions to understand best practices and provide ongoing support.

    Additional Notes and Exclusions

    This accelerator or parts of it may not be available to customers in restricted environments, self-hosted customers, or managed service providers with domain-separated instances. ServiceNow does not implement recommendations directly on customer sub-production or production instances.

    The Jumpstart Your Strategic Portfolio Management – Planning Workspace Accelerator provides a demonstration of the possibilities and capabilities of Planning Workspaces within Strategic Portfolio Management (SPM).

    Overview

    Jumpstart Your Strategic Portfolio Management (SPM) – Planning Workspace provides Impact customers with a comprehensive overview of the possibilities and capabilities of the Planning Workspaces in SPM. Our goal is to demonstrate how you can receive clear visibility to manage and prioritize work items effectively and ensure they are aligned with your overall strategic goals. We aim to provide you with an understanding of how Planning Workspace can enhance service delivery quality, efficiency, and costs.

    For additional information on SPM, see Strategic Portfolio Management.

    Note:
    This Accelerator is available in Guided, Advanced, and Total Packages.

    What you get

    Session Preparation
    • Provision a temporary instance
    • Activate and configure the applicable components of the Planning Workspaces in SPM
    Customer Coaching Session #1 (up to 90 minutes)
    Includes the following:
    • Overview and demonstration of Planning Workspaces
    • Review of setting Planning Workspaces within SPM up for success:
      • Installation and configuration of Planning Workspaces
      • High level discussion on Foundation/Dependent data
    • Walk through of key capabilities
    • Review business readiness
    • Review usage tracking and maintenance leading practices
    • Thirty days of access to the temporary instance
    Customer Coaching Session #2 (Optional upon Customer request – up to 60 minutes)
    Opportunity for Q&A related to Strategic Portfolio Management (SPM) - Planning Workspace

    Requested customer resources

    Table 1. Customer resource and responsibilities
    Customer Resource  Responsibilities 

    Platform Owner (Required)

    Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform.

    System Administrator(s) (Required) Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features.
    Other Customer Role(s) (Required) Primary stakeholders responsible for Product and Portfolio management.
    Developer(s) (Recommended) Writes code for the ServiceNow platform.
    Trusted Service Partners (Recommended) Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward.

    Requested information / access

    Refer to the applicable Impact Accelerator description available at https://www.servicenow.com/legal/servicenow-impact.html

    Exclusions

    This Impact Accelerator in its entirety or portions of the Impact Accelerator activities may not be available to customers in certain restricted environments, to self-hosted customers, or to managed service providers with domain separated instances.

    ServiceNow resources are not responsible for implementing SPM Planning Workspace recommendations on Customer’s sub-production or production instances.