Create a strategic plan

  • Release version: Australia
  • Updated March 12, 2026
  • 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 Workspaces > Strategic Planning Workspace > Strategy 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.
    5. Select Submit.