--- 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 --- # Goal Framework and Goal Framework for SPM # Goal Framework and Goal Framework for SPM {#ariaid-title1} Release version: Zurich Updated March 12, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Goal Framework and Goal Framework for SPM TheServiceNow Goal Frameworkenables organizations to create goals, set targets, and evaluate progress to achieve strategic plans and drive business outcomes. It supports defining strategic priorities and linking goals with work and planning items such as demands, projects, epics, programs, and initiatives. Show full answer Show less The **Goal Framework for Strategic Portfolio Management (SPM)** is an extension of the Goal Framework that adds automation capabilities for tracking the actual value of targets by integrating data from multiple sources. ## Key Features * **Goal Framework:** Facilitates alignment across the organization by making strategic priorities and associated goals visible and measurable. It supports associating work items with goals and provides real-time progress checkpoints on weekly, monthly, and quarterly bases. * **Goal Framework for SPM:** Automates collection of actual target values from diverse ServiceNow AI Platform tables such as benefit plans, cost plans, assessments, surveys, and performance analytics indicators. It allows configuration of any table or combination of tables as target sources, enhancing goal tracking accuracy and efficiency. * Strategic Planning users can leverage lenses to create personalized portfolio plans that align organizational goals with portfolio strategies. * Provides an end-to-end view of goal performance accessible to users with the `sngf.epmostrategyplanner` role. ## Key Outcomes * Ensures company-wide focus on shared strategic priorities by making goals and progress transparent and aligned. * Improves visibility into how work and planning items contribute to achieving organizational goals and targets. * Enables automated and accurate tracking of actual progress toward targets, reducing manual effort and increasing data reliability. * Supports continuous monitoring with real-time checkpoints, empowering timely interventions and course corrections. ## Getting Started and Support ServiceNow customers can explore detailed documentation on feature comparisons, configuration guidance, and goal definition to effectively use Goal Framework and Goal Framework for SPM. Assistance is available through the Strategic Portfolio Management community forum, Known Error Portal, and Customer Service and Support channels. Create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes using ServiceNow® Goal Framework. The ServiceNow® Goal Framework for Strategic Portfolio Management (SPM) application (formerly known as Advanced Goal Framework) enables you to automate the actual value of your targets. The Goal Framework for SPM application is an extension to the Goal Framework application. When you install the Goal Framework for SPM application, you get all the features of Goal Framework as well as the target automation feature. Using Goal Framework, you can define strategic priorities and associated goals for your organization as part of strategic plans. After goals are created, you can then associate work, planning items, and strategic items such as demand, project, epic, program, and initiative. The ServiceNow® Strategic Planning users can define personalized portfolio plans using lenses for your organization and use them to align your goals according to your organization's portfolio plans. For information on how a portfolio plan is defined using a lens, see [Lens and portfolio plans](https://www.servicenow.com/docs/GTK0s5k4zc9v4C__VFhv~Q "Lenses represent planning perspectives, which would be different for planning managers at different levels in an organization. Lenses enable you to create personalized portfolio plans through which you prioritize and align work with high-level initiatives and goals."). You can also create strategic plans, capturing the vision, mission, and values for your organization. Key benefits of Goal Framework: * Helps ensure that the entire organization focuses efforts on the same strategic priorities. * Makes goals that align and focus effort visible. * Enables the association of work or planning items with goals so that the work being done to accomplish goals and meet targets is easily visible. * Provides real-time checkpoints for goals over weekly, monthly, and quarterly durations. * Provides an end-to-end view of goal performance to users with the sn_gf.epmo_strategy_planner role. {#goal-framework__ul_ejf_l3t_nqb} Key benefits of Goal Framework for SPM: * Enables you to automate the actual value of your targets by collecting the actuals from different target sources such as benefit plans, cost plans, assessments/surveys, and PA Indicators. * Enables you to configure any table or combination of tables that are present on the ServiceNow AI Platform® as a target source. {#goal-framework__ul_dny_d5w_dwb} ## Get started {#goal-framework__section_inq_3jp_jsb} |-|-|-| | [Explore Learn about Goal Framework and Goal Framework for SPM features](https://www.servicenow.com/docs/_XWg_ipLXI1L7~gNw2_JIw "The Goal Framework application helps you create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes.") | [Compare Compare capabilities of Goal Framework with Goal Framework for SPM](https://www.servicenow.com/docs/_XWg_ipLXI1L7~gNw2_JIw "The Goal Framework application helps you create goals, set targets for them, and evaluate the progress of the goals and targets to accomplish your organizational plans and drive business outcomes.") | [Configure Learn how to configure Goal Framework and Goal Framework for SPM](https://www.servicenow.com/docs/9~COGOGPTxcnPaTWilkx7g "As an administrator, use this section to set up the Goal Framework and Goal Framework for SPM applications.") | | [Use Learn how to define goals to accomplish your organizational plans and drive business outcomes](https://www.servicenow.com/docs/7JiWaBZQD35vKRx78C_yVQ "Understand the process required to define goals using Goal Framework.") | [Reference Get details about components like fields, tables, roles, and properties.](https://www.servicenow.com/docs/iA_uXqg8X05Co8loWDk4PA "Reference information to provide additional details about Goal Framework and Goal Framework for SPM such as the fields, user roles, and tables.") | | [ ] {#goal-framework__table_iwv_lpv_klb} ## Troubleshoot and get help {#goal-framework__section_lg1_cgj_4rb} * Ask or answer questions in the [Strategic Portfolio Management forum on the ServiceNow Community.](https://community.servicenow.com/community?id=community_forum&sys_id=7d291a2ddbd897c068c1fb651f9619da) * Search the Known Error Portal for known error articles. For more information, see [Search the Known Error Portal for known error articles](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0597477). * Contact Customer Service and Support. For more information, see [Contact Customer Service and Support.](https://support.servicenow.com/now?draw=case) {#goal-framework__ul_mzf_dvx_nrb}