Initiative planning item form

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Initiative Planning Item Form

    The Initiative Planning Item Form in ServiceNow's Strategic Planning module is designed to create or edit planning items categorized as Initiatives. It provides a structured way to capture essential details about each planning item, which are displayed on the full details page.

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    Key Features

    • Name: Brief description of the planning item.
    • Description: Detailed information regarding the planning item.
    • State: Current working state of the planning item.
    • Owner: User assigned to manage the planning item.
    • Planning State: Status of the item within the Strategic Planning workspace.
    • Percent Complete: Percentage indicating work completion.
    • MoSCoW: Priority ranking (Must have, Should have, Could have, Won’t have).
    • Work Notes: Updates and discussions captured during the planning process.
    • Strategic Priority: Associated strategic priority.
    • Financials Section: Financial details including planned and actual costs, expenditures, and benefits.

    Key Outcomes

    By effectively using the Initiative Planning Item Form, ServiceNow customers can:

    • Streamline the planning process by capturing all relevant information in one place.
    • Monitor the progress and financial outcomes of initiatives.
    • Prioritize initiatives based on strategic importance and resource allocation.
    • Facilitate collaboration and communication through work notes and updates.

    Learn about the fields of the initiative form. Use this form to create or edit the details of a planning item of the type Initiative in Strategic Planning.

    These fields are displayed on the full details page of the planning item.
    Table 1. Initiative planning item form
    Field Description
    Name Brief description of the planning item.
    Description Detailed information of the planning item.
    State Current working state of the planning item.
    Owner User assigned to this planning item.
    Planning state State of the planning item in the Strategic Planning workspace.
    Percent complete Percentage of work completed for this planning item.
    MoSCoW Priority of this planning item based on its importance. The available options are:
    • 1 - Must have
    • 2 - Should have
    • 3 - Could have
    • 4 - Won’t have
    Work notes Notes to capture the updates and discussions on the planning item as the work progresses.
    Strategic priority Strategic priority that this planning item is associated to.
    Table 2. Details section of the Initiative planning item form
    Field Description
    Approved start date Approved start date for this planning item.
    Approved end date Approved end date for this planning item.
    Actual start date Actual date on which the work for this planning item has started.
    Actual end date Actual date on which the work for this planning item is complete.
    Priority Priority of this planning item.
    Business capabilities Business capabilities of this planning item.
    Business application Business application that this planning item is related to.
    Other impacted business applications Business applications that this planning item has an impact on.
    Table 3. Business case section of the Initiative planning item form
    Field Description
    Overview Business case overview of this planning item.
    Background Background for this planning item.
    Limitations Applicable limits to this planning item.
    Approach Planned approach to work on this planning item.
    Benefit Business benefit from this planning item.
    Table 4. Financials section of the Initiative planning item formIn this section, capture financial details for this planning item such as cost, CapEx, OpEx, benefit, ROI, and other estimates.
    Field Description
    Planned cost Planned cost to take up this planning item.
    Planned capEx Planned capital expenditure for this planning item.
    Planned opEx Planned operational expenditure for this planning item.
    Planned benefit Planned benefit from this planning item.
    Actual benefit Actual benefit achieved from this planning item,
    Actual cost Actual cost on this planning item.
    Actual capEx Actual value of capital expenditure for this planning item.
    Actual opEx Actual value of operational expenditure for this planning item.
    Planned ROI Planned return of investment for this planning item.