ITIL 2011 Update –
What’s New & What’s Important
Slide 1
ITIL® 2011 Update What’s new & what’s important
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Slide 1
ITIL® 2011 Update What’s new & what’s important
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Slide 2
ITIL IT IL 20 2011 11 • Updated overview – Chapters 1 & 2 identical in all volumes
• Input/Output Input/Output all lifecycle stages • Common structure – All books – All processes
• • • • •
Functions clarified Roles clarified Most content remains unchanged Some content moved to more rational locations New processes – – – –
7-Step Improvement (CSI) Design Coordination (Service Design) Strategy Management for IT Services (Service Strategy) Business Relationship Management (Service Strategy)
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Slide 3
Univers Uni versal al Cha Change ngess • Chapters Chapters 1 & 2 standard standardized ized (the rest “kind “kind of” standard standardized) ized) – – – –
Purpose, goals & objectives Scope Business Value Etc.
• Process standardized – – – – – – – – –
Purpose, goals & objectives Scope Value Value to the business Policies, principles & basic concepts Process Activities Triggers, Inputs/Outputs & Interfaces Information Critical Success Factors (for the process) Challenges & Risks (when implementing)
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Slide 4
e Continual Service l c Improvement y c e f i L © itSM Solutions Publishing, LLC – All rights reserved
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Slide 5
Continual Service Improvement • In a nutshell – New Terms • CSI Register
• New Process – 7-Step Improvement Process
• New or Expanded Roles • Process Owner • Process Manager • Process Practitioner
• What’s important – 7-Step implements PDCA – CSI Register central to controlling improvement opportunities
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Slide 6
s s e c o r P
7-Step Improvement Introduction Topics Discussed Introduction Purpose, Goals & Objectives Scope Business Value Policies, Principles & Concepts Activities
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Slide 7
Introduction
Strategy
Design
Improve • Seven Step Improvement Program
Operation
Transition
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Slide 8
Purpose, Goals & Objectives • Purpose – Define & Manage the activities necessary to identify, define, gather, process, analyze, present & implement improvements
• Goals – Integrate with other lifecycle processes to improve • IT Services • Processes
• Objectives – Identify improvement opportunities – Ensure optimized, cost effective service delivery – Identify measurement & reporting needed to support improvement – Continually review and match achievements to requirements – Match & review measurements to desired outcomes
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Slide 9
Scope • All Service Provider’s – IT Service offerings – IT Service Management processes
• Includes; – Analysis of performance & capabilities • Partners • Technology
• Continual alignment Service Portfolio – Current & future needs – Exploitation of new technology
• Organizational structure – – – –
Capabilities Functions Roles Skills
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Slide 10
Business Value • Ensures desired business outcomes are met – Current – Future
• Ensures continual assessment – Capabilities – Performance
• Continuously seeks – Improvement opportunities Strategic Business
Strategic IT
Benefits
Process
Operational
Capability © itSM Solutions Publishing, LLC – All rights reserved
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Slide 11
Policies, Principles & Concepts • Policies – Establish monitoring requirements – Ensure data integrity – Ensure reporting consistency – Clearly define Service Levels & Targets – Establish process CSFs & KPIs
• Principles – Compare services to completive offerings – Review services in the context of new technology
• Concepts – Adopt CSI as proactive – Integrate across the ITSM Lifecycle – Define staffing tools required to support CSI
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Slide 12
7-Step, Activities, Methods & Techniques
1. Strategy for Improvement 7.
2.
Implement
Define Measurement
Improvement
The 7-Step Improvement Process
6.
3. Gather
Present & Use Information
Data
5.
4.
Analyze Information & Data
Process Data
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Slide 13
Step 1 – Strategy for Improvement • Identify the vision – What is the intended achievement – What is the impact of inaction on the business – How can improved services improve business outcomes
• Analyze business & Service Provider strategy & plans • Revisit as needed
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Slide 14
Step 2 – Define Measurement • Identify & Link – Vision, Mission, Goals & Objectives – Critical Success Factors – Service Level Targets – Staff Roles & Responsibilities
• Identify Data Collection Capabilities – Service Management Tools – Monitoring Capability – Reporting Tools – Query Tools – Modeling Tools
• Identify Data Sources – Processes, Procedures & Work Instructions – Reports & Databases © itSM Solutions Publishing, LLC – All rights reserved
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Slide 15
Step 3 – Gather Data • Monitor – Detect Exceptions ( … is it down?) – Detect Resolutions ( … is it up?)
• Exhibit Flexibility to Accommodate Dynamic Needs – Avoid Being Overwhelmed by Data – Spotlight Approach – Enable Close Cooperation between CSI & SO
• Three Types of Metrics – Technology – Process – Service
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Slide 16
Step 4 – Process Data • Establish processing frequency • Define data and output formats • Identify and implement required tools • Ensure Quality Assurance
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Slide 17
Step 5 – Analyze Information & Data • Seek to identify trends – Positive & Negative
• Establish corrective action requirements • Ensure conformance to plan • Meet established targets • Identify structural problems • Determine financial impact of service gap
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Slide 18
Vision to Measurement
Vision Mission Goals Objectives CSF KPI Metrics Measurement
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Slide 19
Step 6 – Present & Use Information • Turn information into wisdom • Business Process Owners • Service Owners • Management – Business & IT
• Internal IT – Plan – Coordinate – Schedule – Identify incremental improvement
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Slide 20
Service Level Agreement Monitoring Chart SLAM Chart Period
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Target
A B C D E F G H • Target Achieved • Target Threatened • Target Breached
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Slide 21
Step 7 – Implement Improvement • Take action – Optimize – Improve – Correct services
• Implement via Service Lifecycle – Strategy – Design – Transition – Operations
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Slide 22
e l Service Operation c y c e f i L © itSM Solutions Publishing, LLC – All rights reserved
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Slide 23
Service Operation • In a nutshell – Better defined inputs & outputs – Operational activities of other process moved to other processes
• New Process – None
• New or Expanded Roles – None
• What’s important – Optimizing service operational performance – Service Operation’s expanded involvement across the lifecycle
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Slide 24
e l Service Transition c y c e f i L © itSM Solutions Publishing, LLC – All rights reserved
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Slide 25
Service Transition • In a nutshell – – – –
Optimizing ST performance metrics Clarification of the “management perspective” Expansion & clarification of Change Management Application Management and Application Development
• New Process – None
• New or Expanded Roles – None
• What’s important – Expansion of Change Management • Emotional cycle of Change • Managing organizational change • Organization/people and sourcing
– Integrated approach to ST
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Slide 26
e l Service Design c y c e f i L © itSM Solutions Publishing, LLC – All rights reserved
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Slide 27
Service Design • In a nutshell – – – – –
Coordination of design resources Alignment with non-ITIL functions Clarified Five Aspects of Design Service Portfolio Design Clarified Service Catalog Terminology
• New Process – Design Coordination
• New or Expanded Roles – None
• What’s important – Service Design coordination capability • Organizational capability • Coordination of individual service designs
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Slide 28
s Design Coordination s e Topics Discussed c Introduction Goals & Objectives o Purpose, r Scope Business Value P Policies, Principles & Concepts Activities
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Slide 29
Introduction • Design Coordination • Service Catalog Management • Service Level Management • Availability Management • Capacity Management • Continuity Management • Security Management Design • Supplier Management
Strategy
Improve
Operation
Transition
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Slide 30
Purpose, Goals & Objectives • Purpose – Ensure Service Design goals & objectives are achieved
• Goals – Coordinate Service Design activities & processes
• Objectives – Ensure consistency of the Service Design stage – Coordinate design activities across projects, changes, etc. – Plan & coordinate resources & capabilities – Produce Service Design Packages (SDP) based on the service’s charter – Manage quality criteria, requirements between SD and SS & ST – Improve SD activities & processes – Ensure the adoption of a common standard of design practices
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Slide 31
Scope • Assist & support projects & changes – Service Design – Service Transition
• Maintain policies & guidelines • Plan & forecast resources for SD activities • Coordinate, prioritize & schedule SD resources • Review, measure & improve SD performance – Activities – Processes
• Ensure utility & warranty requirements are addressed • Ensure production – Service Designs – Service Design Packages © itSM Solutions Publishing, LLC – All rights reserved
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Slide 32
Value to the Business • Improve probability of achieving intended business value – Projects – Changes
• Reduce costs associated with reworking design issues • Support higher levels of customer & user satisfaction • Ensure architectural consistency • Focus on value & achieving desired business outcomes • Improve efficiency & effectiveness – Service Design activities – Service Design processes
• Improve design agility & quality
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Slide 33
Policies, Principles & Concepts • Policies – Adhere to enterprise standards & conventions – Ensure governance & regulatory compliance – Establish standard • • • • • • •
Document templates Documentation plans Training plans Communication & marketing plans Measurement & metric plans Testing plans Deployment plans
– Establish conflict resolution for design resources – Establish cost models
• Principles – Balance & prioritization – Program & project integration © itSM Solutions Publishing, LLC – All rights reserved
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Slide 34
Activities • Overall design process activities – Macro Design Coordination (high level process stuff) • Define & Maintain policies and methods • Plan design resources & capabilities • Coordinate design activities • Manage design risks & issues • Improve Service Design
• Individual design activities – Micro Design Coordination (low level “instance” process stuff) • Plan individual designs • Coordinate individual designs • Monitor individual designs • Review designs & ensure handover of SDPs
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Slide 35
Design Coordination Overview Overall Design Coordination Activities Define Policies & Methods
PlanResources & Capabilities
Coordinate Design Activities
Manage Ris k & Issues
Improve Service Design
Design Coordination Process **
Process
Process
Process
Process
Process
Process
Service Catalog Management
Service Level Management
Information Security Management
Capacity Management
Availability Management
ITSCM
Process Supplier Management
ISMS ** The Design Coordination process supports common bi-directional information flows among Service Design Activities & Processes.
CMS
The Service Design processes support the design of appropriate and innovative IT Services, including their architectures, processes, policies and documentation to meet the current and future business requirements.
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Slide 36
Overall SD Lifecycle Activities • Define & maintain policies & methods • Plan, design resources & capabilities • Coordinate design activities • Manage design risks & issues • Improve Service Design
Overall Design Coordination Define
s e s n s g i e s c e o r
P D e & c i s v e r i e t i v S i t c A
Resource
Coordinate
Risk & Issues
Improve
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Slide 37
Individual Design Activities • Plan individual designs • Coordinate individual designs • Monitor individual designs • Review designs & SDP handover
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Slide 38
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Slide 39
Service Strategy • In a nutshell – Clarified Service Strategy concepts – New processes
• New Process – Strategy Management for IT Services – Business Relationship Management
• New or Expanded Roles – None
• What’s important – Business Relationship Management & SLM – Clarified concepts in Strategy Management for IT Services
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Slide 40
s s e c o r P
Service Strategy for IT Services Introduction Topics Discussed Introduction Purpose, Goals & Objectives Scope Business Value Policies, Principles & Concepts Activities
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Slide 41
Introduction
• Strategy Management • Service Portfolio Management • Financial Management • Demand Management • Business Relationship Management
Strategy
Design
Improve
Operation
Transition
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Slide 42
Purpose, Goals & Objectives • Purpose – Articulate how a Service Provider will enable an organization to achieve its desired business outcomes
• Goals – Establish decision making criteria & mechanisms – Optimize effectiveness & efficiency in IT services management
• Objectives Analyze internal & external environments Identify constraints Agree on perspective Establish position Produce & Maintain strategy plans Ensure translation of strategic plans to tactical & operational plans – Manage changes to IT services strategy – – – – – –
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Slide 43
Scope • Business & IT executives – Objectives, methods & resource prioritization
• Cascading strategy across business units – Strategic to tactical to operational
• Define & execute strategy to meet customer’s business objectives
The success of any organization’s business strategy is dependent all of the subsidiary business units aligning their respective strategic plans with it. In the case of the IT Service Provider’s organization that includes not only the strategy to achieve overall organizational capability, but also individual strategies for each of the IT Services it offers
Business Strategy
IT Strategy
Other Business Units
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Slide 44
Business Value • Articulate organizational objectives • Defines how strategic objectives will be achieved • Ensures resources & capabilities are aligned • Ensures stakeholder representation • Ensures IT Service Providers have the right set of services in the Service Portfolio • Enables the customer to articulate their needs • Enables a balanced approach to managing – Resources – Capabilities – Investments
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Slide 45
Policies, Principles & Concepts • Establish a generic model for service strategy – Define – Execute – Measure
• Service Providers – External – core to organizational strategy – Internal – provides tactical support for organizational strategy
• Provide direct feedback to executive management – Inadequate funding – Lack to required capability – Conflicting priorities
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Slide 46
Activities • Strategic Assessment • Strategy Generation • Strategy Execution • Measure & Evaluate • SM for internal Service Providers
SM for IT Services Assessment
s e i y t i g v i e t t c a r A t r S o s e f e c c i i v v r r e e S S T I
Generation
Execution
Measure & Evaluate
Service Provider
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Slide 47
Formulating Service Strategy
Strategic Assessment
Strategy Generation, Evaluation & Selection
Determine Perspective
Analyze External Factors
Form a Position
Vision
Policies
Service Strategy
Establish Objectives
Plans Craft a Plan Service
Analyze Internal Factors
Portfolio
Requirements
Adopt Patterns of Action
Measurement & Evaluation
Continual Service Improvement
Actions
Service Design Service Transition o Service Operation o o
Measurement & Evaluation
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Slide 48
s s e c o r P
Business Relationship Management Introduction Topics Discussed Introduction Purpose, Goals & Objectives Scope Business Value Policies, Principles & Concepts Activities
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Slide 49
Introduction
• Strategy Management • Service Portfolio Management • Financial Management • Demand Management • Business Relationship Management
Strategy
Design
Improve
Operation
Transition
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Slide 50
Purpose Goals & Objectives • Purpose – Establish & maintain a business relationship
• Goals – Understand customer & needs – Meet customer IT Service needs – Establish boundaries for expectations, capabilities & costs
• Objectives – – – – – – – – –
Understand customer perspective Ensure customer satisfaction Establish & maintain useful relationship with the customer Identify changes in customer’s environment & their impact Monitor technology trends and potential impact Ensure Service Provider is meeting customer’s needs Ensure services and service levels deliver value Mediate conflicting requirements Establish formal feedback mechanisms © itSM Solutions Publishing, LLC – All rights reserved
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Slide 51
Scope • All business outcomes • Use & usage of current IT Services • Quality of service of delivered IT Services • Technology trends • Future service optimization • Service Provider representation
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Slide 52
Business Value • Ensure the Service Provider – Understands customer needs – Meets business needs
• Facilitate business & Service Provider communication • Provide conflict resolution • Focus on customer satisfaction • Improve the probability that service levels & targets are met
Conflict Resolution Communicate
Customer Satisfaction Meet Service Targets
Understand Needs
Service Provider
Business Customer
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Slide 53
Policies, Principles & Concepts • BRM & Business Relationship Manager • Customer portfolio • Customer agreement portfolio • Customer satisfaction • Service requirements • Strategic relationships
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Slide 54
Customer • Manage the opportunity • Request for Change (RFC) • Other types of requests • Feedback
Customer BRM Process Initiation
BRM Process
Service Provider
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