Exploring Strategy and Goals in Strategic Planning Workspace

Use Strategy and Goals in Strategic Planning Workspace to create boards that organize your organization's strategic plans, strategic priorities, goals, and targets in a single, focused view.

Strategy and Goals key components

Understanding the key components of Strategy and Goals in Strategic Planning Workspace helps you structure your organization's strategic vision and track progress toward meaningful outcomes.

The key components for managing enterprise goals in Strategy and Goals are strategic plans, strategic priorities, goals, targets, and any work items associated with goals or targets.

A board is a collection of strategic plans, strategic priorities, goals, and targets based on your selected filter criteria—helping you stay focused and manage them effectively.

For an example of the structure of a strategy from the strategic plan level down to targets, see Enterprise strategy example.

Board types

When you create a board, you can choose whether to base it on strategic plans, goals, or both.

• A strategy-based board lets you create and manage strategic plans and priorities, aligning high-level direction with the priorities your teams are executing against.
• A goals-based board lets you create goals and targets that align with your strategic priorities, with the ability to tailor the board by entity type and entity to focus on the goals that matter most.
• A combined strategy and goals board includes two pages—Strategy and Goals—supporting both strategic planning and goal execution within a single board.

For any board type, you can define what items appear using advanced filter conditions, giving you precise control over the scope and focus of each view. For details, see Managing boards in Strategic Planning Workspace and Managing strategy and goals using boards.

Figure 1. Goals page within a strategy and goals-based board

Now Assist for Strategic Portfolio Management (SPM) capabilities for Strategy and Goals

If Now Assist for Strategic Portfolio Management (SPM) is installed, you can use the following capabilities to enhance your strategic planning and goal management:

• With the Goals insights skill, you can generate AI-powered insights for goals and review the results to identify at-risk goals, assess forecasted statuses, and act on recommendations before goals fall off track. For details, see Generate insights for a goal.
• With the Target generation skill, you can generate measurable targets for your goals, reducing the effort required to define quantifiable success criteria. For details, see Generate targets for a goal.

Reminders for target actuals check-in

The target check-in reminder feature lets you schedule automatic reminders that notify target owners and contributors to update actuals for their targets based on the defined check-in frequency and before the due date. This ensures that target actuals are updated on time.

To enable the feature, system properties must be configured. For details, see Configure reminders for target actuals.

Goal owners, target owners, and contributors can also send reminders manually when needed. For details, see Send a reminder for target actuals check in.

Comparing portfolio plan goals with enterprise goals (Strategy and Goals)

Creating goals for portfolio plans requires selecting a lens hierarchy and defining goals at the entity level based on the portfolio plan's hierarchy, which can limit flexibility and make it difficult to get started.

In Strategy and Goals, you can create boards and manage goals directly based on board filter criteria, without defining a lens hierarchy, providing a simpler and more flexible approach.

If you are already managing goals in portfolio plans, you can create corresponding boards based on your assigned entities or filter criteria to manage your goals and targets in one location without any additional configuration. For a portfolio plan created using the Goals lens, the goals displayed in the portfolio plan match the goals displayed on a board when both are configured with the same filter criteria.

• Portfolio plan goals: Create goals for your portfolio plans, set targets for them, and evaluate the progress of the goals and targets in Strategic Planning Workspace to accomplish your organizational plans and drive business outcomes. For details, see Managing portfolio plan goals in Strategic Planning Workspace.
• Enterprise goals (Strategy and Goals): Create boards to manage your organization's strategic plans (Mission, Vision, and values), strategic priorities, goals, and targets in a single, focused view. Create boards to manager org splans (missin, vision, values), sps, goals, and targets for your organization level. For details, see Managing boards in Strategic Planning Workspace and Managing strategy and goals using boards.

Table 1. Comparison of portfolio plan goals and strategic goals (Strategy and Goals) features

Feature	Portfolio plan goals	Enterprise goals (Strategy and Goals)
Create strategic plans
Create strategic priorities
Create goals
Add targets
Associate work with goals or targets
Send reminders to owners and contributors for target actuals check in
Generate goal insights with Now Assist for SPM
Generate targets for goals with Now Assist for SPM

Note:

Strategic plans and strategic priorities for portfolio plans can still be created using the list view within the Strategic Planning Workspace or the classic UI. The key difference is that in Strategy and Goals, you can create these directly within the workspace — whereas for portfolio plans, they must be created outside the workspace and then associated with goals inside it.