Create a strategic plan

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間:1分
  • 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.

    始める前に

    Install Strategic Planning on your ServiceNow instance.

    Role required: sn_gf.strategy_planner

    手順

    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.

    次のタスク

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