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Welcome!
                 Ask the Experts


                       #askitsm
                  @ITSMAcademy
                     @ITSM_Lisa


                                   Jayne Groll   Donna Knapp
                                   @ITSM_Jayne    @ITSM_Donna
© ITSM Academy
About ITSM Academy

          Accredited Education                                     Since 2003 - Tens of Thousands
                  Certified Process Design Engineer (CPDE)         Trained and Certified
                  ITIL® Foundation                                 ITSM Professional Diplomas
                  ITIL Capability (OSA|PPO|RCV|SOA)                   Change/Support/SLM
                  ITIL Lifecycle (SS|SD|ST|SO|CSI)                 Public Classes throughout U.S.
                  ITIL Managing Across the Lifecycle (MALC)
                                                                    Corporate On-Site Classes
                  ISO/IEC 20000 Foundation & Bridge
                                                                    Virtual Classes
                  MOF Foundation
                                                                    Courseware Licensing
          Practical, Value-Add Workshops                              Corporate & Partner (GEM)
                  Building Blocks, Roles, Service Catalog, etc.
                                                                    Alumni Program
                  ITIL, MOF, ISO 20K Overviews
                                                                    PMI Global Education Provider
                  Apollo 13, Visible Ops: The Class
                  And more!                                        Certified Woman-Owned

ITIL® is a Registered Trade Mark of the Cabinet Office.
© ITSM Academy                                            2
                                                                        Welcome!
Agenda

    You ask…
    We answer…
    Let’s discuss…




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© ITSM Academy
About Today’s Experts – Jayne Groll

                      Co-founder and President of ITSM Academy
                      ITIL Expert, Service Manager and ISO 20K
                       Consultant/Manager, CPDE
                      Over 20 years as an IT Manager/Director
                      Instructor and curriculum developer
                      Co-founder of South Florida LIG, ISO 20K
                       SIG, ATCTA
      Jayne Groll     ITIL Qualification Board/ATO Sub-Group
       @ITSM_Jayne     representative


© ITSM Academy                    4
About Today’s Experts – Donna Knapp

          Instructor/Curriculum Development Manager
          Certifications
                  ITIL Expert
                  ITIL Service Manager
                  ISO/IEC 20000 Consultant
                  Certified Process Design Engineer
          ITIL Examination Panel
          Author
                  The ITSM Process Design Guide                  Donna Knapp
                  A Guide to Service Desk Concepts                 @ITSM_Donna

                  Customer Service Skills for the Service Desk Professional

© ITSM Academy                               5
SLAs, OLA, Contracts




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© ITSM Academy
Service Relationships and Dependencies
                           Business Unit A                             Business Unit B                                         Business Unit C
                                                                  3                                                  6                                         9
                                 Business                     2               Business                     5                          Business             8         Customers
                                 process                  1                   process                  4                              process          7




                                                                                        B      C                                                                       Service
                                    IT Services                       Service A                                                                    SLAs                Provider
          Infrastructure

              System                 System
                                                              DBMS                 Networks                Environment                          Data           Applications
               H/W                    S/W


                                       Supporting
          OLAs                         services

           Teams                                                                            Supporting
                                                                                            services                                Contracts
                                                  (iii)
                                           (ii)                                    Suppliers
               Support
               team                  (i)
                                                                                                                            (iii)
                                                                                                                     (ii)
                                                                                     Supplier                  (i)


       © Crown copyright 2011. Reproduced under license from the Cabinet Office.
© ITSM Academy                                                                                     7                                                                    ITIL Text – SD 3.4
Problem Management




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© ITSM Academy
Problem Models

                 Many problems will be unique and require individual handling.

        Problem Models can be                              Problem Models
        created for problems based on
                                                      Steps to be taken
         Recurring Incidents                         Sequence of actions
                  Dormant problems                   Responsibilities
                  Underlying problems                Timescales and thresholds
         Known errors under investigation            Escalation procedures
                                                      Steps to preserve evidence


             Errors detected in development that are knowingly released into
           production, together with workarounds and resolution activities, are
                                 logged as known errors.


© ITSM Academy                                 9                           ITIL Text - SO 4.4.4.2
Release and Deployment
            Management




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© ITSM Academy
Four Phases of Release and Deployment
        Management

                            Change Management
       Auth          Auth              Auth             Auth Auth
                                                           Auth Auth

    Authorize                                            Authorize                Post-
     Release       Authorize        Authorize       Deployment, Transfer,    implementation
    Planning     Build and Test   Check-in to DML        Retirement              Review
     Release and          Release                                            Review and
     Deployment          Build and                     Deployment               Close
      Planning              Test

                                                         Deployment
       Release and Deployment Management
        requires authorization from Change
       Management at various stages in the                    Transfer
                  release lifecycle.

                                                               Retirement

© ITSM Academy                                11                            ITIL Text - ST 4.4.5
Configuration Management
            System Roles




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© ITSM Academy
Service Knowledge Management System                                 Support for
          Tools and databases used to manage knowledge and                     Decisions
         information; includes the Service Portfolio, CMS, data,
      information and knowledge sources (e.g., DML, AMIS, CMIS,
        SCMIS, KEDB, CSI Register, plans, procedures, forums)                 Support for
                                                                            Service Delivery

                       Configuration Management System
                  Tools and databases used to manage configuration
                 data and related information (e.g., incidents, problems,
                      known errors, changes, releases and people)


          Configuration Management Database(s)
         Database(s) used to store configuration records
      throughout their lifecycle. Configuration records store
         attributes of CIs and relationships with other CIs


        Data is gathered within CMDB(s), feeds through the CMS into the SKMS,
        and supports informed decision-making and the delivery of IT services.
© ITSM Academy                                   13                           ITIL Text - ST 4.7.4.3
Organizational Change
            Management




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© ITSM Academy
Organizational Change Management
                           Service
                           Strategy                                                      Feedback




                                                                                                                               Education and Training
                                                                                      Lessons Learned



                                        Output                  Service
                                                                Design
Motivation




                                                                                                                Feedback
                                                                                                             Lessons Learned



                                                                            Output             Service
                                                                                              Transition

                                                                                                    Output       Service
                                                                                                                Operation


                                         Continual Service Improvement
                 © Crown copyright 2011. Reproduced under license from the Cabinet Office.




© ITSM Academy
                                             Communication and Preparation               15
Adopt and Adapt




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© ITSM Academy
A rose by any other name…




                  Having said that…
© ITSM Academy     17
Templates




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© ITSM Academy
Template Sources

                   www.itsmacademy.com
                      click on Process Templates – Fast Finds on
                       the right hand side
                     office.microsoft.com/en-us/templates
                     www.projectmanagementdocs.com
                     www.project-documents.com
                     www.docstoc.com
                     www.isixsigma.com/tools-templates


© ITSM Academy                   19
Certification




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© ITSM Academy
Want to Learn More?

                                                                Master

                                                                                                     Certified Process
                   ISO/IEC 20000                                 ITIL                                Design Engineer
                     Foundation                                 Expert                                    (CPDE)
                 Complementary Course
                                                                              5 credits             Complementary Course
                         1 credit                                                                       1.5 credits
                                                Managing Across the Lifecycle (MALC)



                 3 credits each                                                                       4 credits each
                                                          CSI              Service Offerings and Agreement (SOA)
                                                  SO
                                           ST
                                    SD                                      Release, Control and Validation (RCV)
                    SS

                                                                         Planning, Protection and Optimization (PPO)

                                                                           Operational Support and Analysis (OSA)

                                    Lifecycle Stream                                 Capability Stream
                                                            2 credits                              © ITSM Academy 2008

                                                           Foundation



© ITSM Academy                                                     21
ISO/IEC 20000 Qualification Scheme




                   You are
                    here




© ITSM Academy                  22
Questions?




© ITSM Academy       23
Visible OPS
                                                                             Certified Process
                                                                          Design Engineer (CPDE)                                             ITIL SOA
             ITIL at the Service Desk
                                                                                                                                      ITIL PPO
                             Defining Your
                             Service Catalog                                                                               ITIL RCV

     ITIL Service Strategy              ITIL Managing Across                                                       ITIL OSA
                                         the Lifecycle (MALC)
         ITIL Service Design
                                                                                                                                           Service Strategy
            ITIL Service Transition                                                                                                           Overview

                ITIL Service Operation                                                                                                    Service Transition
                                                                                                                                              Overview
                        ITIL Continual
                    Service Improvement                                                                                                  Service Operation
                                                                                                                                             Overview


                                                                                                                                                    ITIL
           ITSM Roles
                                                                                                                                                 Foundation
       and Responsibilities
                                                                                                                               ISO/IEC 20000
                                                                                                                                 Foundation

                                                                                                                                              ISO/IEC 20000
                 Apollo 13 Simulation                                                                                                       Foundation Bridge

                                                                                                                                  MOF
                                                                                                                                Foundation

                                                                                                        Customer Service
                                 ITIL Executive Overview
                                                                                                           Excellence
                                                                                                                                          ITIL Overview
                                                                                              Building Blocks of
                                                                                               Process Design                 ISO/IEC 20000 Overview
Solid colored boxes represent accredited certification courses.
Grey boxes represent non-certification courses including workshops and simulations.
ITSM Academy Affiliates




© ITSM Academy, v2 October 2011   25
ITIL 2011




© ITSM Academy               ITIL® is a Registered Trade Mark of the Cabinet Office.
ISO/IEC 20000

                                      Service Delivery Processes
                     Capacity              Service Level      Information Security
                   Management              Management            Management
                 Service Continuity      Service Reporting       Budgeting and
                  and Availability                           Accounting for Services
                   Management
                                          Control Processes
                                          Change Management
                                       Configuration Management
                                 Release and Deployment Management


                     Resolution Processes               Relationship Processes
                    Incident Management                   Business Relationship
                    Problem Management                       Management
                                                         Supplier Management




© ITSM Academy                                  27

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Ask the Experts

  • 1. Welcome! Ask the Experts #askitsm @ITSMAcademy @ITSM_Lisa Jayne Groll Donna Knapp @ITSM_Jayne @ITSM_Donna © ITSM Academy
  • 2. About ITSM Academy  Accredited Education  Since 2003 - Tens of Thousands  Certified Process Design Engineer (CPDE) Trained and Certified  ITIL® Foundation  ITSM Professional Diplomas  ITIL Capability (OSA|PPO|RCV|SOA)  Change/Support/SLM  ITIL Lifecycle (SS|SD|ST|SO|CSI)  Public Classes throughout U.S.  ITIL Managing Across the Lifecycle (MALC)  Corporate On-Site Classes  ISO/IEC 20000 Foundation & Bridge  Virtual Classes  MOF Foundation  Courseware Licensing  Practical, Value-Add Workshops  Corporate & Partner (GEM)  Building Blocks, Roles, Service Catalog, etc.  Alumni Program  ITIL, MOF, ISO 20K Overviews  PMI Global Education Provider  Apollo 13, Visible Ops: The Class  And more!  Certified Woman-Owned ITIL® is a Registered Trade Mark of the Cabinet Office. © ITSM Academy 2 Welcome!
  • 3. Agenda  You ask…  We answer…  Let’s discuss… Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 4. About Today’s Experts – Jayne Groll  Co-founder and President of ITSM Academy  ITIL Expert, Service Manager and ISO 20K Consultant/Manager, CPDE  Over 20 years as an IT Manager/Director  Instructor and curriculum developer  Co-founder of South Florida LIG, ISO 20K SIG, ATCTA Jayne Groll  ITIL Qualification Board/ATO Sub-Group @ITSM_Jayne representative © ITSM Academy 4
  • 5. About Today’s Experts – Donna Knapp  Instructor/Curriculum Development Manager  Certifications  ITIL Expert  ITIL Service Manager  ISO/IEC 20000 Consultant  Certified Process Design Engineer  ITIL Examination Panel  Author  The ITSM Process Design Guide Donna Knapp  A Guide to Service Desk Concepts @ITSM_Donna  Customer Service Skills for the Service Desk Professional © ITSM Academy 5
  • 6. SLAs, OLA, Contracts Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 7. Service Relationships and Dependencies Business Unit A Business Unit B Business Unit C 3 6 9 Business 2 Business 5 Business 8 Customers process 1 process 4 process 7 B C Service IT Services Service A SLAs Provider Infrastructure System System DBMS Networks Environment Data Applications H/W S/W Supporting OLAs services Teams Supporting services Contracts (iii) (ii) Suppliers Support team (i) (iii) (ii) Supplier (i) © Crown copyright 2011. Reproduced under license from the Cabinet Office. © ITSM Academy 7 ITIL Text – SD 3.4
  • 8. Problem Management Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 9. Problem Models Many problems will be unique and require individual handling. Problem Models can be Problem Models created for problems based on  Steps to be taken  Recurring Incidents  Sequence of actions  Dormant problems  Responsibilities  Underlying problems  Timescales and thresholds  Known errors under investigation  Escalation procedures  Steps to preserve evidence Errors detected in development that are knowingly released into production, together with workarounds and resolution activities, are logged as known errors. © ITSM Academy 9 ITIL Text - SO 4.4.4.2
  • 10. Release and Deployment Management Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 11. Four Phases of Release and Deployment Management Change Management Auth Auth Auth Auth Auth Auth Auth Authorize Authorize Post- Release Authorize Authorize Deployment, Transfer, implementation Planning Build and Test Check-in to DML Retirement Review Release and Release Review and Deployment Build and Deployment Close Planning Test Deployment Release and Deployment Management requires authorization from Change Management at various stages in the Transfer release lifecycle. Retirement © ITSM Academy 11 ITIL Text - ST 4.4.5
  • 12. Configuration Management System Roles Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 13. Service Knowledge Management System Support for Tools and databases used to manage knowledge and Decisions information; includes the Service Portfolio, CMS, data, information and knowledge sources (e.g., DML, AMIS, CMIS, SCMIS, KEDB, CSI Register, plans, procedures, forums) Support for Service Delivery Configuration Management System Tools and databases used to manage configuration data and related information (e.g., incidents, problems, known errors, changes, releases and people) Configuration Management Database(s) Database(s) used to store configuration records throughout their lifecycle. Configuration records store attributes of CIs and relationships with other CIs Data is gathered within CMDB(s), feeds through the CMS into the SKMS, and supports informed decision-making and the delivery of IT services. © ITSM Academy 13 ITIL Text - ST 4.7.4.3
  • 14. Organizational Change Management Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 15. Organizational Change Management Service Strategy Feedback Education and Training Lessons Learned Output Service Design Motivation Feedback Lessons Learned Output Service Transition Output Service Operation Continual Service Improvement © Crown copyright 2011. Reproduced under license from the Cabinet Office. © ITSM Academy Communication and Preparation 15
  • 16. Adopt and Adapt Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 17. A rose by any other name… Having said that… © ITSM Academy 17
  • 18. Templates Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 19. Template Sources  www.itsmacademy.com click on Process Templates – Fast Finds on the right hand side  office.microsoft.com/en-us/templates  www.projectmanagementdocs.com  www.project-documents.com  www.docstoc.com  www.isixsigma.com/tools-templates © ITSM Academy 19
  • 20. Certification Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 21. Want to Learn More? Master Certified Process ISO/IEC 20000 ITIL Design Engineer Foundation Expert (CPDE) Complementary Course 5 credits Complementary Course 1 credit 1.5 credits Managing Across the Lifecycle (MALC) 3 credits each 4 credits each CSI Service Offerings and Agreement (SOA) SO ST SD Release, Control and Validation (RCV) SS Planning, Protection and Optimization (PPO) Operational Support and Analysis (OSA) Lifecycle Stream Capability Stream 2 credits © ITSM Academy 2008 Foundation © ITSM Academy 21
  • 22. ISO/IEC 20000 Qualification Scheme You are here © ITSM Academy 22
  • 24. Visible OPS Certified Process Design Engineer (CPDE) ITIL SOA ITIL at the Service Desk ITIL PPO Defining Your Service Catalog ITIL RCV ITIL Service Strategy ITIL Managing Across ITIL OSA the Lifecycle (MALC) ITIL Service Design Service Strategy ITIL Service Transition Overview ITIL Service Operation Service Transition Overview ITIL Continual Service Improvement Service Operation Overview ITIL ITSM Roles Foundation and Responsibilities ISO/IEC 20000 Foundation ISO/IEC 20000 Apollo 13 Simulation Foundation Bridge MOF Foundation Customer Service ITIL Executive Overview Excellence ITIL Overview Building Blocks of Process Design ISO/IEC 20000 Overview Solid colored boxes represent accredited certification courses. Grey boxes represent non-certification courses including workshops and simulations.
  • 25. ITSM Academy Affiliates © ITSM Academy, v2 October 2011 25
  • 26. ITIL 2011 © ITSM Academy ITIL® is a Registered Trade Mark of the Cabinet Office.
  • 27. ISO/IEC 20000 Service Delivery Processes Capacity Service Level Information Security Management Management Management Service Continuity Service Reporting Budgeting and and Availability Accounting for Services Management Control Processes Change Management Configuration Management Release and Deployment Management Resolution Processes Relationship Processes Incident Management Business Relationship Problem Management Management Supplier Management © ITSM Academy 27