Skip to content
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a strategic plan

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.

Before you begin

Install Strategic Planning on your ServiceNow instance.

Role required: sn_gf.strategy_planner

Procedure

  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.

What to do next

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