Create a strategic plan
Create and manage strategic plans to define your organization's purpose, strategic priorities, and associated goals.
Before you begin
Role required: sn_apw_advanced.spw_goal_user
About this task
You can create strategic plans only on boards that were created with the Strategy tracking option selected.
Procedure
Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
On the Strategy and Goals page, select the strategy-based board for which you want to create a strategic plan.
The Strategy page opens.
Select New strategic plan.
On the form, fill in the Name, Sponsor, Start date, and End date, and other required fields.
For a description of the field values, see Strategic Plan form.
Select Submit.
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