Prioritization in Strategic Planning
Summarize
Summary of Prioritization in Strategic Planning
The Prioritization feature in Strategic Planning enables ServiceNow customers to manage and prioritize work relevant to their portfolio using a centralized workspace. This functionality assists in reviewing existing and upcoming workloads, allowing for a consolidated view that enhances backlog grooming and decision-making on prioritization.
Show less
Key Features
- Prioritization Tab: This tab displays all new and existing work items for your portfolio, providing essential details such as associated goals, planned costs, and benefits to facilitate effective stack-ranking.
- Grid Format: Work items can be stack-ranked, grouped, and sorted through drag functionality for easy management.
- Kanban Tab: Offers a visual representation of items in vertical and horizontal lanes, with customizable attributes for viewing priorities and planning states.
- Hierarchy Tab: Shows alignment of work across different lenses, allowing users to switch perspectives and view dependencies and schedules through a timeline section.
Key Outcomes
By utilizing these features, customers can effectively prioritize their portfolio work, enhance visibility into workloads, and streamline the planning process, ultimately leading to more strategic resource allocation and better project outcomes.
Prioritize work that is relevant for your portfolio using a centralized workspace in Strategic Planning. Review and determine the right work to invest in.
Before scheduling the roadmap for your portfolio plan, it’s helpful to first know the existing and upcoming workload. Having all the work items listed at one place helps you understand the overall work pipeline. The consolidated view enables smoother backlog grooming so that you easily review and decide which items must be prioritized.
Using the Prioritization tab in the workspace, you can review all the new and existing work for your portfolio plan, representing its backlog. To help you review the workload efficiently, Prioritization provides information for each work item such as the associated goal, planned costs, and planned benefits. Using these data points, you can stack-rank the items and decide which items are to be prioritized over the others.
- Prioritization tab
Planning items are listed in a grid format. You can stack-rank the items, group them by a desired attribute, and sort them based on their priority by using the drag functionality.
Alternatively, you can also use the Kanban or Hierarchy tab to review and manage your backlog.
- Kanban tab
-
Planning items are displayed in a Kanban board. Portfolio managers can visualize and adjust items in vertical lanes and horizontal lanes. Using the Personalize settings, you can choose to modify the attributes by which you want to view your vertical lanes and the horizontal lanes. For example, you can view the records grouped by planning state and priority, by simply changing the values of the vertical lanes and horizontal lanes. You can also choose not to have any horizontal lane value, by selecting None from the drop-down list. The data displayed on the cards can be modified using the side panel. With this feature, you will be able to prioritize more effectively and view just the required details on the cards. Also, click the card to open a side panel with details, to edit the planning item details on the same page.
- Hierarchy tab
This tab displays how work in the current portfolio plan is aligned with respect to entities of other lenses. Using the lens switcher, you can change the perspective in which you view the alignment of the work. Using the timeline section of the view, prioritize work effectively by gaining visibility into the schedule and dependencies between the planning items.
To get started with managing your work pipeline in Strategic Planning, see Prioritizing portfolio plan work in Strategic Planning Workspace.