--- sourceDocument: Yokohama Impact sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/impact Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Impact ft:clusterId : - ipact bundleId : - ipact --- # Jumpstart Your Strategic Portfolio Management -- Planning Workspace # Jumpstart Your Strategic Portfolio Management -- Planning Workspace {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Jumpstart Your Strategic Portfolio Management -- Planning Workspace The Jumpstart Your Strategic Portfolio Management (SPM) -- Planning Workspace Accelerator provides ServiceNow Impact customers with a clear demonstration of the capabilities and benefits of Planning Workspaces within SPM. It helps customers gain visibility to manage and prioritize work items effectively while ensuring alignment with strategic goals. This accelerator supports improved service delivery quality, operational efficiency, and cost management. Show full answer Show less Available in Guided, Advanced, and Total Packages, the accelerator is designed to showcase how Planning Workspace enhances strategic portfolio planning and execution. ## What You Get * **Session Preparation:** Provision of a temporary instance and activation/configuration of Planning Workspace components within SPM. * **Customer Coaching Session #1 (up to 90 minutes):** Includes an overview and demonstration of Planning Workspaces, guidance on installation and configuration, discussion on foundational data, walkthrough of key capabilities, review of business readiness, and usage tracking and maintenance best practices. * **Customer Coaching Session #2 (Optional, up to 60 minutes):** A Q\&A session for additional questions regarding SPM Planning Workspace upon customer request. * **Temporary Instance Access:** Thirty days of access to the configured temporary instance for hands-on exploration. ## Customer Responsibilities Successful engagement requires involvement from specific customer roles: * **Platform Owner:** Accountable for overall ServiceNow platform governance and alignment with business strategy. * **System Administrator(s):** Responsible for platform maintenance, support, and configuration tasks. * **Other Stakeholders:** Those managing product and portfolio responsibilities. * **Developers (Recommended):** Support customization and development on the ServiceNow platform. * **Trusted Service Partners (Recommended):** Participate in coaching sessions to understand best practices and provide ongoing support. ## Important Notes and Exclusions This accelerator or parts of it may not be available for customers in restricted environments, self-hosted setups, or managed service providers with domain-separated instances. ServiceNow does not implement SPM Planning Workspace recommendations directly on customer's production or sub-production instances. For detailed package descriptions and legal terms, customers should refer to the official ServiceNow Impact Package documentation. The Jumpstart Your Strategic Portfolio Management -- Planning Workspace Accelerator provides a demonstration of the possibilities and capabilities of Planning Workspaces within Strategic Portfolio Management (SPM). ## Overview {#jumpstart-spm-planning-workspace__section_pn5_kxd_fsb} Jumpstart Your Strategic Portfolio Management (SPM) -- Planning Workspace provides Impact customers with a comprehensive overview of the possibilities and capabilities of the Planning Workspaces in SPM. Our goal is to demonstrate how you can receive clear visibility to manage and prioritize work items effectively and ensure they are aligned with your overall strategic goals. We aim to provide you with an understanding of how Planning Workspace can enhance service delivery quality, efficiency, and costs. For additional information on SPM, see [Strategic Portfolio Management](https://www.servicenow.com/docs/access?context=r_ITBusinessManagement&version=yokohama&pubname=yokohama-it-business-management&ft:locale=en-US). Note: This Accelerator is available in Guided, Advanced, and Total Packages. Offered pursuant to the applicable ServiceNow Impact Package and Accelerator descriptions available at . ## What you get {#jumpstart-spm-planning-workspace__section_qn5_kxd_fsb} Session Preparation : * Provision a temporary instance * Activate and configure the applicable components of the Planning Workspaces in SPM {#jumpstart-spm-planning-workspace__ul_g24_rxd_fsb} Customer Coaching Session #1 (up to 90 minutes) : Includes the following: * Overview and demonstration of Planning Workspaces * Review of setting Planning Workspaces within SPM up for success: * Installation and configuration of Planning Workspaces * High level discussion on Foundation/Dependent data {#jumpstart-spm-planning-workspace__ul_asq_vmx_tzb} * Walk through of key capabilities * Review business readiness * Review usage tracking and maintenance leading practices * Thirty days of access to the temporary instance {#jumpstart-spm-planning-workspace__ul_elz_5xd_fsb} Customer Coaching Session #2 (Optional upon Customer request -- up to 60 minutes) : Opportunity for Q\&A related to Strategic Portfolio Management (SPM) - Planning Workspace ## Requested customer resources {#jumpstart-spm-planning-workspace__section_x4x_2p2_qrb} {#jumpstart-spm-planning-workspace__table_wqw_dyd_fsb__entry__2} | Customer Resource  | Responsibilities  | |-|-| | Platform Owner (Required) | Responsible for the overall accountability of the ServiceNow platform. Provides leadership and oversight to the System Administrators, ensures team alignment to business strategy and the ServiceNow roadmap, and is actively involved in the overarching governance of the platform. | | System Administrator(s) (Required) | Maintains the stability and usability of the ServiceNow platform by performing application maintenance, managing support for cases related to ServiceNow applications, and contributing to ServiceNow software releases by delivering configuration tasks and features. | | Other Customer Role(s) (Required) | Primary stakeholders responsible for Product and Portfolio management. | | Developer(s) (Recommended) | Writes code for the ServiceNow platform. | | Trusted Service Partners (Recommended) | Attends ServiceNow Impact Accelerator coaching session(s) to understand leading practices and potentially support customer going forward. | [Table 1. Customer resource and responsibilities] {#jumpstart-spm-planning-workspace__table_wqw_dyd_fsb} ## Requested information / access {#jumpstart-spm-planning-workspace__id_x22_mqx_tzb} Refer to the applicable Impact Accelerator description available at ## Exclusions {#jumpstart-spm-planning-workspace__section_wn5_5wm_dcc} This Impact Accelerator in its entirety or portions of the Impact Accelerator activities may not be available to customers in certain restricted environments, to self-hosted customers, or to managed service providers with domain separated instances. ServiceNow resources are not responsible for implementing SPM Planning Workspace recommendations on Customer's sub-production or production instances.