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Course Summary

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.

Topics include:

• Innovation Management
• Demand Management
• Project Management
• Resource Management
• Program Management
• Portfolio Planning Workspace

Module 1: Introduction to Strategic Portfolio Management
• Request participant guide and a lab instance
• Instance Help
• Introduction to SPM

Module 2: Strategic Portfolio Management overview
• Navigation overview (demo)
• SPM Architecture
• Knowledge check
• Innovation and Demand Management

Module 3: Innovation Management
• Innovation Management (demo)
• Demand initiation and creation
• Demand Management creation (demo)
• Submit an idea and a demand
• guided demonstration of steps
• Demand assessment
• Demand assessment and approval (demo)
• Screen a demand and create a project from a demand
• guided demonstration of steps
• Knowledge check
• Project Management
• Project initiation
• Project creation from a demand (demo)
• Project Planning
• Create a new project and project tasks
• guided demonstration of steps
• Additional project setup options
• Additional project creation options
• Guided demonstration of steps
• Introduction to Project Workspace and Planning Console
• Project task Planning in Project Workspace (demo)
• Introduction to Project Workbench
• Create project tasks in Planning console
• Guided demonstration of steps
• Manage project activities
• Close a project
• Project Execution and closure (demo)
• Manage project activities
• Guided demonstration of steps
• Knowledge check
• Resource Management

Module 4: Resource Management overview
• Resource plans
• Request Resources & Confirm and Allocate Resources
• Guided demonstration of steps
• Resource Workbench
• Resource costs
• Resource Management in Project Workspace
• New Resource Management (demo)
• Knowledge check
• Portfolio Management

Module 5: Project Planning Workspace (PPW) Overview
• Create a portfolio plan and prioritize (demo)
• Manage Portfolio Plans
• Manage portfolio roadmaps (demo)
• Portfolio capacity and financial planning
• Capacity Planning, the Lists module, and Portfolio Planning Diagnostics (demo)
• Create and update a portfolio plan
• Guided demonstration of steps
• Knowledge check
• Summary and Recap

Before attending this course you should have: ServiceNow Administration Fundamentals

Upon successful completion of the course, delegates will receive a certificate of completion, acknowledging their proficiency in the subject matter.

Following your booking, a confirmation message will be sent to all participants, ensuring you're well-informed of your successful enrollment. Calendar placeholders will also be dispatched to assist you in scheduling your commitments around the course. Rest assured, all course materials and access to necessary labs or platforms will be provided no later than one week before the course begins, allowing you ample time to prepare and engage fully with the learning experience ahead.

Our comprehensive training package includes all the necessary materials and resources to facilitate a full learning experience. Enrollees will be provided with detailed course content, encompassing a wide array of topics to ensure a thorough understanding of the subject matter. Additionally, participants will receive a certificate of completion to recognize their dedication and hard work. It's important to note that while the course fee covers all training materials and experiences, the examination fee for certification is not included but can be purchased separately.
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