| **Welcome to ServiceNow®** **Strategic Portfolio Management** Are you ready to start your Strategic Portfolio Management (SPM) implementation journey? This guide gives you valuable information you can share with your team, including proven guidance and links to key resources—all designed to set you on the path to success. While this guide is primarily designed for ServiceNow platform owners, it also contains useful information if you have a different role in your organization. Let’s get started! | | |
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| Here’s an overview of the topics we’ll cover in the guide: Familiarizing yourself with SPM Deciding on business outcomes Charting your implementation path Working with ServiceNow experts Choosing self-implementation Preparing for organization change Resources to bookmark **Start by familiarizing yourself with SPM** SPM Standard comes with many applications that let you transform how you deliver IT services. But don’t worry! You don’t have to implement everything at once. Here are the key SPM Standard applications to focus on first: **Strategic Planning Workspace** ([video overview](https://www.youtube.com/watch?v=oOp6knCdCR0)) Help executives, product and portfolio managers drive organizational alignment while navigating the challenges of Agile and Product transformations. ([product documentation](https://docs.servicenow.com/csh?topicname=alignment-planner-workspace.html&version=latest)[)](https://docs.servicenow.com/bundle/rome-it-business-management/page/product/alignment-planner-workspace/concept/alignment-planner-workspace.html) [(](https://docs.servicenow.com/bundle/rome-it-business-management/page/product/alignment-planner-workspace/concept/setting-up-alignment-planner-workspace.html)[configuration guide](https://docs.servicenow.com/csh?topicname=setting-up-alignment-planner-workspace.html&version=latest)[)](https://docs.servicenow.com/bundle/rome-it-business-management/page/product/alignment-planner-workspace/concept/setting-up-alignment-planner-workspace.html) **Goal Framework** ([video overview](https://www.youtube.com/watch?v=pLjmQSwLm8w)) Help executives, strategists, portfolio, and product owners define their objectives and targets, align them to business strategy, and plan work to drive to those objectives ([product documentation](https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/goal-framework/concept/goal-framework.html)) **Product Feedback** ([video overview](https://www.youtube.com/watch?v=ReoV-TRolL4)) Optimize achievement of customer expectations and satisfaction of your products with Product Feedback. Product Feedback is a customer-centric solution enabling sharing of experiences & improvement ideas of your products, as well as help you align investments into products to provide the most value to your customers. ([Product Documentation](https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/spw-product-feedback/concept/explore-product-feedback-in-sp.html)) ([SPM Blog on Product Feedback](https://www.servicenow.com/community/spm-blog/leveraging-product-feedback-for-customer-centric-investments/ba-p/2738311)) **Demand Management**Centralize requests across the enterprise and streamline the investment process for new products, services, repairs, and enhancements ([product page](https://www.servicenow.com/products/demand-management.html)[)](https://www.servicenow.com/products/demand-management.html) ([product documentation](https://docs.servicenow.com/csh?topicname=c%5FDemandManagement.html&version=latest)[)](https://docs.servicenow.com/bundle/rome-it-business-management/page/product/planning-and-policy/concept/c%5FDemandManagement.html) **Project & Portfolio Management**Enable portfolio managers to align work to goals and strategy to ensure you work on the right projects ([product page](https://www.servicenow.com/products/project-portfolio-management.html)[)](https://www.servicenow.com/products/project-portfolio-management.html) ([product documentation](https://docs.servicenow.com/csh?topicname=c%5FProjectPortfolioSuite.html&version=latest)[)](https://docs.servicenow.com/bundle/rome-it-business-management/page/product/project-portfolio-suite/concept/c%5FProjectPortfolioSuite.html) **Enterprise Agile Planning** **(included in SPM Professional)** Manage a successful agile transform journey by accelerating delivery and time to value with Enterprise Agile Planning. ([Enterprise Agile Planning product page](https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/spw-eap/concept/eap-landing.html)) ([5-minute demo of EAP](https://www.youtube.com/watch?v=Fho9yAylLu0)) **Agile Development and SAFe (included in SPM Professional)**Accelerate delivery and time to value while managing a successful agile transformation journey. ([Agile Development product page](https://www.servicenow.com/products/agile-development.html)) ([SAFe product page](https://www.servicenow.com/products/scaled-agile-framework.html)) ([Agile Development product documentation](https://docs.servicenow.com/csh?topicname=agile-development.html&version=latest)) ([SAFe product documentation](https://docs.servicenow.com/csh?topicname=SAFeoverview.html&version=latest)) **Collaborative Work Management -** [**3-minute Video Overview**](https://www.youtube.com/watch?v=11d9j2%5FCHtE) Empower cross-functional teams to collaborate and manage work in their own digital spaces. Enable flexible task management and real-time notebooks through Collaborative Work Management. ([Product Documentation](https://docs.servicenow.com/bundle/washingtondc-it-business-management/page/product/collab-work-mgmt/concept/exploring-cwm.html)) ([Automating CWM Access Requests](https://www.servicenow.com/community/cwm-articles/automate-cwm-access-requests/ta-p/2923724)) **GenAI & Now Assist for SPM (available with SPM Pro-Plus)** Accelerate analysis and enable smarter decision making through summarized feedback with Now Assist. Enable AI-assisted business case creation and accelerated Demand cycle time with GenAI for SPM. [Watch this 30-minute video to learn about the GenAI capabilities offered by SPM Pro+.](https://www.youtube.com/watch?v=2uv67aMD-mM&list=PLkGSnjw5y2U667RkuIWgt1PXFatCr1xfW) If you are new to ServiceNow, we recommend this very short [Get Started with the Now Platform](https://nowlearning.service-now.com/lxp?id=overview&sys%5Fid=9455b7f91b288050528f639fbd4bcb48&type=course&%5Fga=2.235444738.2031655299.1696266474-2128723425.1685975522) course to learn the platform basics. For a deeper dive into the Now Platform, a longer ServiceNow Fundamentals [On Demand](https://nowlearning.servicenow.com/lxp/en/now-platform/now-platformname?course%5Fid=15788197875a995c24e0bb39dabb3503&id=learning%5Fcourse%5Fprev) and/or [Instructor Led](https://nowlearning.servicenow.com/lxp/en/name?course%5Fid=fbb6cc4847f5dd505cbdaf44846d436a&id=learning%5Fcourse%5Fprev) course is also available. | **SPM Standard applications include:** Project Portfolio Management Demand Management Resource Management & Resource Assignment Platform Analytics Digital Portfolio Management Innovation Management Product Feedback Release Management Portfolio Planning Custom Tables (up to 5) Scenario Planning Mobile Applications **SPM Professional adds:** Strategic Planning Goal Framework Enterprise Agile Planning Hybrid Management Scrum Programs for Agile 2.0 Scaled Agile Framework (SAFe) Investment Funding Predictive Intelligence Virtual Agent **SPM Professional Plus also adds** Now Assist for Strategic Planning, Demand Management, and Product Feedback **Separate licensing is also available for:** Agile Team Application Portfolio Management Time Card User v2 Business Stakeholder v3 Process Mining (Demand Management) **Roles & Personas (Stakeholders):** Strategy Officer/Executive Leader Portfolio/Product Manager Portfolio User Demand Manager/Project Manager Strategic Planning | |
| SPM empowers your organization to deliver on your strategy. But before you explore all of the features of the solution, you need to ensure you are planning your strategic priorities and investments to the needs of your business. To help you achieve that we have an [eBook](https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/resource-center/ebook/ebk-fitness-phase-one-align-strategy.pdf) (fitness journey) that helps you ensure that the work you are doing is optimally aligned with the business needs of your organization. Our [SPM overview page](https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/resource-center/infographic/info-the-business-aligned-pmo.pdf) helps you translate those concepts into action, while the [infographic](https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/resource-center/infographic/info-the-business-aligned-pmo.pdf) helps you create a business aligned PMO to support those endeavors. We also have our own proven methodology, [Now Value](https://www.servicenow.com/success/now-value.html)[,](https://www.servicenow.com/success/now-value.html) to help you envision, create, validate, and champion value and realize success with ServiceNow. | | |
| If you have chosen to work with a ServiceNow partner or ServiceNow Expert Services for your implementation, it’s important to clearly communicate the business outcomes you want to achieve and agree on a well-structured roadmap to attain these goals. If you need guidance on successfully engaging with an implementation partner, our [Develop your ServiceNow Partner Strategy](https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/success/workbook/partner-strategy-development.pdf) workbook is an excellent starting point. To accelerate time to value and reduce risk, make sure that your partner uses [Now Create](https://nowlearning.service-now.com/nowcreate), ServiceNow’s library of more than 700 leading implementation practices. We also recommend you use Now Create if you are self-implementing, as it provides a wealth of assets designed to guide you to success. If you want to work with a partner but haven’t selected one yet, check out our [Partner Finder.](https://www.servicenow.com/partners/partner-finder.filtered.html/) For those of you who have purchased ServiceNow Impact, you will have access to experts and resources to guide you through your implementation of SPM, track and measure outcomes, and help you get to value quickly. If you do not have a paid ServiceNow Impact package, consider how dedicated ServiceNow experts, premium support, a personalized digital experience, and training for your team can help you accelerate your ROI. Read more [here](https://www.servicenow.com/impact/accelerate). **Self Implementation** **Build your team’s skills** If you are planning to self-implement, you need to give your platform team the skills they need to succeed. The best way of doing this is to become a certified ServiceNow professional. We offer several certification paths for different roles in your team. Check out the links below: **Join the SPM community** Visit the [ServiceNow Strategic Portfolio Management community](https://community.servicenow.com/community?id=community%5Fforum&sys%5Fid=7d291a2ddbd897c068c1fb651f9619da). You’ll find best practices and other useful resources, and it’s also a great place to talk to ServiceNow experts, get your questions answered, and connect with other community members. Be sure to subscribe to get key updates. | **Understand ServiceNow releases and upgrades** If you’re not already on the latest ServiceNow release, we strongly recommend that you upgrade before you go live with SPM. By upgrading, you get new ServiceNow innovations into the hands of your users faster, get access to the latest performance and security enhancements, and ensure that support is there when you need it. To make your upgrade smooth and successful, take a look at these [upgrade resources.](https://www.servicenow.com/success/instance-upgrades.html) | |
| **Prepare for organizational change** To successfully deploy SPM, you need your business to understand and use SPM, and to recognize its benefits. With many different stakeholder groups, it is essential to ensure everyone understands the benefits for them, and how to get the most value out of the system. The ServiceNow Organizational [Change](https://www.servicenow.com/success/playbook/change-management-plan-guide.html) Management guide provides detailed guidance on how to plan for organizational change. If you need help creating a winning communications plan, this [communications plan template](https://nowlearning.service-now.com/nowcreate?id=nc%5Fasset&asset%5Fid=094da9068744f450ed3b74c9cebb350f) also provides useful advice. | | |
| | **Bookmark these resources!** [Delta Decks](https://servicenow.com/community/spm-articles/spm-delta-deck-for-vancouver-release/ta-p/2636727) – These decks are designed to give you detailed release level feature capabilities. Please ensure to review them every release, they will give you insights into new features and enhancements (search in the ServiceNow Community “Delta Decks” for each release relevant features enhancements). You can use [SPM Events](https://info.servicenow.com/LiveOnServiceNow-SPM.html) page to see Live on ServiceNow for latest event series to help you deploy, adopt, and achieve value faster from your ServiceNow products. [ServiceNow Customer Success Center](https://www.servicenow.com/success.html) \- The CSC is a one-stop shop that gives you instant access to proven methodologies, leading practices, and expert insights and advice. [NowSupport](https://support.servicenow.com/kb?id=kb%5Farticle%5Fview&sysparm%5Farticle=KB0547260) \-- You can get technical issues resolved quickly by contacting our team comprised of ServiceNow employees with deep product knowledge and real-world experience. Read more [here](https://support.servicenow.com/kb?id=kb%5Farticle%5Fview&sysparm%5Farticle=KB0547103) on how to use support. | |

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