3-Day Instructor-Led Training
ServiceNow Official Content
Available for Private Team Training
#2543
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Jun 25 - 27 10:00 AM - 6:00 PM EDTNow Learning
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 Deliver Methods
Online
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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:
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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ServiceNow SPM Fundamentals Course FAQs
Once enrolled, ServiceNow University is available to everyone and provides users access to ServiceNow’s full range of training content, hands-on practice, certifications, and badges. Built on the Now Platform, Now Learning is the place for any ServiceNow user to learn, improve their skills, and share their accomplishments. Visit ServiceNow for more details.
Please see the Cancellation and Rescheduling Policy.
Yes! We know your busy work schedule may prevent you from getting to one of our classrooms, which is why we offer convenient online training to meet your needs wherever you want. This course is available online or as Private Team Training.