--- 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 --- # Strategic program form # Strategic program form {#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 Strategic program form The Strategic program form in ServiceNow's Strategic Planning enables customers to create or edit a Strategic Program's details. This form captures comprehensive information that is displayed on the strategic program's full details page, helping you manage and track your strategic initiatives effectively. Show full answer Show less ## Key Features * **General Information:** Includes fields such as Name, Description (refinable with the Refine records skill if ServiceNow Otto for SPM is installed), State, associated Initiative, Owner, Percent complete, MoSCoW priority (Must have, Should have, Could have, Won't have), and Work notes for ongoing updates. * **Details Section:** Tracks key dates (approved and actual start/end dates), Priority, related Business capabilities, and Business applications impacted by the strategic program. * **Business Case Section:** Documents the program's Overview, Background, Limitations, Approach, and expected Benefits to justify and guide strategic decisions. * **Financials Section:** Captures financial metrics such as Planned and Actual costs, capital expenditure (CapEx), operational expenditure (OpEx), benefits, and ROI to monitor financial performance against targets. * **Related Tasks:** Supports creating planning items from the roadmap view and adding them to prioritization, facilitating alignment and execution of strategic plans. ## What This Enables You to Do This form centralizes strategic program data, allowing you to: * Define and update program details comprehensively. * Monitor progress and priority using standardized fields like Percent complete and MoSCoW priority. * Link programs to initiatives, business capabilities, and applications for better impact analysis. * Document business case rationale and approaches to align stakeholders. * Track and compare planned versus actual financials to assess program viability and success. * Manage related planning tasks efficiently within your strategic roadmap. ## Why It Matters By using the Strategic program form, ServiceNow customers gain a structured and consistent way to manage strategic programs, ensuring transparency, accountability, and better decision-making across the portfolio. It supports alignment between strategy, execution, and financial management within the ServiceNow platform. Learn about the fields of the Strategic program form. Use this form to create or edit the details of a Strategic Program in Strategic Planning. These fields are displayed on the full details page of the strategic program.{#program-form__table_l4d_3vm_3tb__entry__2} | Field | Description | |-|-| | Name | Brief description of the strategic program. | | Description | Detailed information of the strategic program. You can refine strategic program description using the Refine records skill, if the ServiceNow Otto for SPM application is installed. | | State | Current working state of the strategic program. | | Initiative | Initiative that this strategic program is associated to. | | Owner | User assigned to this strategic program. | | Percent complete | Percentage of work completed for this strategic program. | | MoSCoW | Priority of this strategic program based on its importance. The available options are: * 1 - Must have * 2 - Should have * 3 - Could have * 4 - Won't have {#program-form__ul_fxj_gh3_dbc} | | Work notes | Notes to capture the updates and discussions on the strategic program as the work progresses. | [Table 1. Strategic program form] {#program-form__table_l4d_3vm_3tb}{#program-form__table_p1v_3s1_fdc__entry__2} | Field | Description | |-|-| | Approved start date | Approved start date for this strategic program. | | Approved end date | Approved end date for this strategic program. | | Actual start date | Actual date on which the work for this strategic program has started. | | Actual end date | Actual date on which the work for this strategic program is complete. | | Priority | Priority of this strategic program. | | Business capabilities | Business capabilities of this strategic program. | | Business application | Business application that this strategic program is related to. | | Other impacted business applications | Business applications that this strategic program has an impact on. | [Table 2. Details section of the Strategic program form] {#program-form__table_p1v_3s1_fdc}{#program-form__table_dt3_js1_fdc__entry__2} | Field | Description | |-|-| | Overview | Business case overview of this strategic program. | | Background | Background for this strategic program. | | Limitations | Applicable limitations to this strategic program. | | Approach | Planned approach to work on this strategic program. | | Benefits | Business benefit from this strategic program. | [Table 3. Business case section of the Strategic program form] {#program-form__table_dt3_js1_fdc}{#program-form__table_rmv_js1_fdc__entry__2} | Field | Description | |-|-| | Planned cost | Planned cost to take up this strategic program. | | Planned capEx | Planned capital expenditure for this strategic program. | | Planned opEx | Planned operational expenditure for this strategic program. | | Planned benefit | Planned benefit from this strategic program. | | Actual benefit | Actual benefit achieved from this strategic program. | | Actual cost | Actual cost on this strategic program. | | Actual capEx | Actual value of capital expenditure for this strategic program. | | Actual opEx | Actual value of operational expenditure for this strategic program. | | Planned ROI | Planned return of investment for this strategic program. | [Table 4. Financials section of the Strategic program formIn this section, capture financial details for this item such as cost, CapEx, OpEx, benefit, ROI, and other estimates.] {#program-form__table_rmv_js1_fdc} **Related tasks** * [Create planning items from the roadmap view](https://www.servicenow.com/docs/xkhbm3TPw5KDLa8gHcOV~A "Create and add new planning items to your portfolio roadmap or free-form roadmap directly from the roadmap view.") * [Add planning items to Prioritization](https://www.servicenow.com/docs/HcekJq_OAJ7NjGlBbf4e1A "Add new planning items to your portfolio plan's work backlog in Strategic Planning Workspace and ensure that the work pipeline is current.")