---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Create a strategic plan

# Create a strategic plan {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
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 AllStrategyStrategic Plans.
2. Click New.
3. On the form, fill in the fields.  
   For field information, see [Strategic Plan form](https://servicenow-prod.fluidtopics.net/5FEJROOkhuYyrJ_IrNYLHA "Use the Strategic Plan form to define the purpose of your organization, its strategic priorities, and the associated goals.").
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.

*[\>]: and then