ServiceNow Otto skills for Strategic Planning

Use ServiceNow Otto skills to generate portfolio insights, generate goals insights, and targets for goals.

Skills

Portfolio insights skill

Gain AI-generated insights for planning items within a portfolio plan using the Portfolio insights skill. Identify planning items that are delayed beyond their planned end date, have delayed starts, or have misalignments between planned and approved dates. View AI-generated top root causes and recommended actions for each insight category to help address delays and misalignments.

Select the Portfolio insights button on the planning page of a portfolio plan. The insights for the portfolio plan are displayed in an AI-generated summary card.

Goal insights skillGoal insights skill

Generate insights for goals to gain predictive, actionable visibility into goal health using the Goal insights skill. The skill analyzes the goal, its targets, subgoals, and aligned work. It then delivers concise, data‑driven insights, including AI forecasted status, confidence of achieving the goal, targets at risk, and delayed or stalled aligned work. These insights help goal owners and contributors proactively manage risks and improve goal outcomes. You can trigger the skill by selecting the Goal insights or Show insights on the grid view or goals' full details page respectively.

Note:

When you generate insights for a goal, insights are also generated individually for each of its targets.

Target generation skill

Generate measurable targets from goal's information and optional context with the Target generation skill in Strategic Planning Workspace. The skill automatically populates key fields in the target creation form, ensuring precision and alignment to the goal. This enables teams to define clear and measurable outcomes and accelerate the target creation process.