---
title: Create a business unit strategy
description: Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business unit.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/create-a-business-unit-strategy.html
release: australia
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Business Planning Portal, Strategic Portfolio Management]
---

# Create a business unit strategy

Business units are segments of an enterprise that are in charge of certain operations such as Finance, HR, IT. Each of these business units can have a strategy that aligns with the enterprise or with another business unit.

## Before you begin

Role required: user\_admin, business\_planner

## Procedure

1.  Navigate to **All** > **Business Planner** > **Business Unit Strategy**.

    You can also navigate to **Organization** > **Business Unit Strategy**.

2.  Click **New** or open a record.

3.  Fill in the form fields.

    |Field|Description|
    |-----|-----------|
    |Title|A short title describing the business unit strategy.|
    |Number|System assigned business unit number.|
    |Assigned To|Person to whom the business unit strategy is assigned to.|
    |From Date|Date from which the business unit strategy is valid.|
    |To Date|Date until which the business unit strategy remains valid.|
    |Business Unit|The business unit for which the strategy is being created.|
    |Strategy|Strategic objectives of the organization that the business unit strategy complies to.|
    |Type|Select a type of organization strategy that this strategy aligns to.|
    |Active|Enable the check box to make the business unit strategy active.|
    |Description|Short description about the business unit strategy.|

4.  Click **Submit**.


## What to do next

View the strategic objectives that you’ve created in the [business planning portal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/overview-business-planning.md). The records of business planning strategic objectives give you a clear visibility of the status, to whom they’re assigned to, the period of validity, and their type.