3-Day Instructor-Led Training
ServiceNow Official Content
Available for Private Team Training
#2543
ServiceNow Strategic Portfolio Management (SPM) Fundamentals Training
Course 2543
- Duration: 3 days
- Language: English
- Level: Foundation
Strategic Portfolio Management is the process an organization uses to select, prioritize, and manage resources within its portfolio of programs, projects, and initiatives used to meet strategic goals and objectives.
In this course, you will be introduced to the Strategic Portfolio Management (SPM) applications and learn how SPM encompasses a range of business capabilities, processes, and technological support aimed at enabling organizations to implement the three key attributes that help to see superior business results from their digital and technology-related investments: portfolio alignment, value-oriented decision-making, and continuous portfolio adaptability.
ServiceNow SPM Fundamentals Course Information
In this course, you will:
- Define SPM and its purpose.
- Identify the applications within ServiceNow SPM and their purpose.
- Change a submitted idea into a demand.
- Demonstrate the different ways available to create projects.
- Show how to manage the project scope, schedule, resources and financials.
- Understand how to communicate efficiently with project teams and stakeholders.
- Analyze project risk, issues, and changes.
- Understand resource assignments, resource capacity, and availability.
- Track project progress and generate detailed status reports.
- Organize project artifacts and close out projects.
- Create, plan, prioritize, and track portfolios.
Prerequisites:
- (Course 2540)
ServiceNow SPM Fundamentals Course Outline
Module 1: Strategic Portfolio Management Introduction
Objectives
- Review the ServiceNow Strategic Portfolio Management products
- Explore the applications, architecture, and roles within Strategic Portfolio Management
Labs:
-
Lab 1.1: Verify the SPM environment
Module 2: Idea and Demand Management
Objectives
- Create an idea and convert it to a demand
- Demonstrate how to submit and screen demands
- Identify how to assess and qualify demands
- Examine Demand Workbench and Roadmap
Labs:
- Lab 2.1: Submit an idea and a demand
- Lab 2.2: Screen a demand and create a project from a demand
Module 3: Project Management
Objectives
- Differentiate between Waterfall, Agile, and Hybrid projects
- Demonstrate how to initiate a project in ServiceNow
- Demonstrate how to create project phases and tasks
- Explore Project Workspace and Project Diagnostics
- Demonstrate how to plan, execute, and close projects
Labs:
- Lab 3.1: Create a new project and project tasks
- Lab 3.2: Additional project creation options
- Lab 3.3: Plan the project in Project Workspace
- Lab 3.4: Show me the money
- Lab 3.5: Manage project tasks and activities
- Lab Optional: Agile development in a project
Module 4: Resource Management
Objectives
- Discover how to create and manage resource assignments
- Understand the planning attributes
- Recognize key components of the resource management workspace
- Examine resource costs and timecards
Labs:
- Lab 4.1: Request resources, confirm, and allocate resources
- Lab 4.2: Create a timesheet and review actuals in RMW
Module 5: Portfolio Planning Workspace
Objectives
- Review the ServiceNow Portfolio Planning Workspace
- Navigate how to create, update, and share a Portfolio Plan
- Understand portfolio capacity planning
- Discover scenario planning
Labs:
- Lab 5.1: Create a portfolio, prioritization and roadmap
- Lab 5.2: Tracking your portfolio
Module 6: Mature SP
Objectives
- Review what other applications allow you to mature your SPM solution
- Next steps
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