---
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 Plan form

# Strategic Plan form {#ariaid-title1}

* Release version: Zurich
* 
* Updated August 11, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.
{#strategic-plan-form-strategy__table_demand_benefit_plan_form__entry__2}

| Field | Description |
|-|-|
| Name | Name of the strategic plan. |
| Sponsor | Sponsor for the strategic plan. |
| Start date | Start date for the strategic plan. |
| End date | End date for the strategic plan. |
| Description | A detailed description of the strategic plan. |
| Vision | A brief description about where your organization's business will be at some point in the future, based on its strategies and associated goals. |
| Mission | A brief description about what your organization's objectives are and its approach to reach those objectives. |
[Table 1. Strategic Plan form]

{#strategic-plan-form-strategy__table_demand_benefit_plan_form}