This three-day foundational course introduces learners to ServiceNow Strategic Portfolio Management (SPM) and how organizations use SPM to align investments with strategy, prioritize work, and continuously adapt portfolios. Through hands-on labs and guided scenarios, participants learn to manage ideas, demands, projects, resources, and portfolios using Zurich release capabilities.
ServiceNow SPM Fundamentals Course Deliver Methods
ServiceNow SPM Fundamentals Course Information
Audience & Prerequisites
Who Should Attend: Customers, partners, and employees who use or support Strategic Portfolio Management capabilities, including demand, project, program, resource, and portfolio managers; process owners; and technical professionals implementing or administering SPM applications.
Prerequisites: ServiceNow Administration Fundamentals.
Certification & Exam Information
Following completion of the SPM Fundamentals and SPM Implementation courses, ServiceNow recommends at least six months of hands-on ServiceNow experience before attempting the ServiceNow Certified Implementation Specialist – Strategic Portfolio Management (CIS-SPM) exam.
Prerequisites:
ServiceNow SPM Fundamentals Course Outline
Module 1: Strategic Portfolio Management Introduction
- Objectives: Review ServiceNow SPM products; explore SPM applications, architecture, and roles.
- Labs: Lab 1.2.1 Verify the SPM Environment.
Module 2: Idea and Demand Management
- Objectives: Create ideas and convert them to demands; submit, screen, assess, and qualify demands; explore Demand Workbench and Roadmap.
- Labs: Lab 2.3.1 Submit an Idea; Lab 2.5.1 Complete the New Demand; Lab 2.7.1 Screen a Demand and Create a Project from a Demand.
Module 3: Project Management
- Objectives: Differentiate waterfall, agile, and hybrid projects; initiate projects; create phases and tasks; use Project Workspace and Project Diagnostics; plan, execute, and close projects.
- Labs: Lab 3.2.1 Create a New Project and Project Tasks; Lab 3.3.1 Additional Project Creation Options; Lab 3.4.1 Plan Tasks in Project Workspace; Lab 3.5.1 Assign Resources to the Project; Optional Lab Working with an Agile Team; Lab 3.7.1 Show Me the Money; Lab 3.8.1 Manage Project Tasks and Activities.
Module 4: Resource Management
- Objectives: Create and manage resource assignments; understand planning attributes; use the Resource Management Workspace; review costs and timecards.
- Labs: Lab 4.1.1 Request Resources; Lab 4.2.1 Request, Confirm, and Allocate Resources; Lab 4.3.1 Create a Timesheet and Review Actuals in RMW.
Module 5: Portfolio Planning Workspace
- Objectives: Review the Portfolio Planning Workspace; create, update, and share portfolio plans; understand capacity planning; perform scenario planning.
- Labs: Lab 5.2.1 Portfolio Creation and Backlog Prioritization; Lab 5.3.1 Create Your Roadmap; Lab 5.4.1 Portfolio Capacity and Financial Planning; Optional Lab Scenario Planning; Lab 5.6.1 Portfolio Tracking.
Module 6: Mature SPM
- Objectives: Review applications that mature SPM capabilities; understand how SPM integrates with other ServiceNow applications; identify next steps.
