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ServiceNow Strategic Portfolio Management (SPM) Fundamentals Training

Course Outline

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 Strategic Portfolio Management (SPM) Fundamentals Training Benefits

  • 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:

    • ServiceNow Administration Fundamentals (SNAF) Training

ServiceNow SPM Fundamentals Course Outline

Learning Objectives

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  

 

Course Dates - North America
Course Dates - Europe
Attendance Method
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