Managing strategy and goals using boards
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Summary of Managing strategy and goals using boards
Managing strategy and goals using boards in ServiceNow enables you to create and align strategic plans, priorities, goals, and measurable targets to drive business outcomes effectively. Boards support various approaches including strategy-based, goals-based, or a combined strategy and goals board, allowing you to focus on both strategic planning and goal execution within your organization.
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Key Features
- Create strategic plans: Define your organization's purpose and direction as the foundation for priorities and goals.
- Establish strategic priorities: Focus on key organizational areas by aligning priorities with strategic plans.
- Develop goals: Translate high-level strategies into actionable, measurable goals aligned with priorities.
- Generate and set targets: Use Now Assist for SPM to create measurable targets for each goal and track progress within defined timeframes.
- Align work and planning items: Connect current or future work directly to goals or targets to ensure efforts support strategic priorities.
- Associate primary goals/targets: Mark goals or targets as primary contributors to specific work or planning items for clarity and accountability.
- AI-powered insights: Identify at-risk goals, forecast statuses, and receive proactive recommendations to keep goals on track.
- Automated reminders: Send notifications to target owners and contributors to complete check-ins before due dates, ensuring timely updates.
Roles and Access
To manage enterprise goals using boards, users need appropriate access roles:
- Read access: Role
snapwadvanced.spwgoaluserread - Edit access: Role
snapwadvanced.spwgoaluser
Strategy and Goals Pages on a Board
- Strategy page: Displays strategic plans and their associated priorities relevant to the board's criteria.
- Goals page: Displays goals and associated targets defined by or matching the board's criteria.
This structured approach ensures comprehensive strategic planning and effective goal execution, enabling ServiceNow customers to align organizational objectives with measurable outcomes and track progress efficiently.
After creating a board, you can create strategic plans, priorities, goals, and targets that align with your strategic priorities to drive business outcomes.
A strategy-based board supports the full strategic planning hierarchy, from organizational purpose to measurable outcomes. A goals-based board focuses on goal execution and outcome tracking. You can also create a combined strategy and goals board, which includes two pages—Strategy and Goals—to help you focus on both strategic planning and goal execution.
- Define the purpose and direction of your organization by creating strategic plans that serve as the foundation for your priorities and goals. For details, see Create a strategic plan.
- Orient your strategic plan toward your goals by creating strategic priorities that reflect the most important areas of focus for your organization. For details, see Create a strategic priority.
- Create goals that align with your organizational strategic priorities, translating high-level direction into specific, actionable outcomes. For details, see Create a goal.
- Generate measurable targets for your goals using Now Assist for SPM. For details, see Generate targets for a goal in Strategic Planning Workspace using Now Assist for SPM.
- Set targets for goals to track and measure progress toward achieving each goal within the defined time frame. For details, see Add a target for goal.
- Align work or planning items with goals or targets to align your current or future work with your strategic priorities, helping your team achieve goals and targets efficiently. For details, see Align work with a goal or target.
- Associate a goal or target as the primary for the work and planning items where the items contribute to achieving the goal or target. For details, see Associate or update primary goal or target.
- Generate AI-powered insights for goals 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.
- Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date. For details, see Send a reminder for target actuals check in.
Roles required for managing enterprise goals using boards
| Access level | Required role |
|---|---|
| Read access | sn_apw_advanced.spw_goal_user_read |
| Edit access | sn_apw_advanced.spw_goal_user |
Strategy and Goals pages on a board
- Strategy: The Strategy page displays the strategic plans and their associated priorities that are defined in the board or that match the board criteria.
- Goals: The Goals page displays the goals and its associated targets that are defined in the board or that match the board criteria.