Service Transition Toolkit

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Ensure that standardized methods and procedures are used for efficient and prompt handling of all changes, in order to minimize the impact of change related incidents upon service quality, and consequently improve the day to day operations of your organization.

More Uses of the Service Transition Toolkit:

  • Provide overall support to new accounts to ensure clients receive highest level of service during on boarding phase; transition to account management and ensure an effective service transition.

  • Manage relationships with technology partners and primary contacts (sales leader) to ensure strict alignment and effective collaboration resulting in true partnership from technology partner point of view.

  • Ensure strict commercial change control to manage deviations, driving the implementation revenue and creating awareness of upsell opportunities in coaching team members.

  • Serve as the primary connection between IT solution delivery and the business and process stakeholders, representing IT and promoting IT solutions and capabilities.

  • Ensure that systems, processes, and methodologies are maintained and monitor and evaluate the efficiency and effectiveness of infrastructure service delivery methods and procedures.

  • Confirm your organization continuous improvement and control after the initial process is implemented, the process management monitors for improvement opportunities and mitigation plans to address any risks.

  • Identify, manage and control risks, to minimize the chance of failure and disruption across transition activities and ensure that service transition issues, risks and deviations are reported to stakeholders and decision makers.

  • Follow the change management procedure and other standard practices in installing, configuring and supporting databases and related items in test and production environments.

  • Make sure that your organization communicates update/changes in process policies, standards, processes and procedures to all necessary organizations, executing process activities/tasks.

  • Make sure that your organization is driven and takes the initiative to recognize opportunities to penetrate new market, takes advantage of all important opportunities to increase market share and takes intelligent risks.

  • Head: actively contribute to the development of existing and new IT process and procedures to enhance service transition and service operation lifecycle stages.

  • Ensure service uptime is prioritized and all faults, incidents and problems are responded to in an efficient manner without negatively impacting SLAs and reporting metrics in place.

  • Itil knowledge for methods and processes (IT service strategy, service design it, IT service transition, service operation it, it continual service improvement), service level agreement.

  • Be accountable for advising key stakeholders through the sales cycle, developing relationships and credibility by engaging directly with prospects in selling activities to determine project scope and deployment approach.

  • Engage internal and external stakeholders throughout the change process to ensure compliance and comprehensive communications related to all upcoming changes.

  • Coordinate with service transition and operations to manage the configuration and lifecycle of production assets used or reserved for use in the enterprise.

  • Be accountable for ensuring that the Service Transition process is fully executed by the provider and provides feedback into the existing Change, Release and Deployment management processes.

  • Help to reset sectors priorities to ensure new Enterprise Solutions service introduction while ensuring business as usual execution across multiple initiatives.

  • Develop and apply expertise to build, integrate and test models of operational performance and/or that replicate issues encountered in operational environments.

  • Direct: review the outcomes of the implementation project to determine any corrective actions that could be taken to improve future delivery in terms of cost, quality and customer satisfaction.

  • Ensure the deployed release and the resulting service meets customer expectations, and that IT operations are in place and capable of supporting the new service.

  • Manage contracts and relationships to maximize value creation and costs for software licensing, maintenance, and service offerings by identifying and documenting business requirements on software.

  • Systematize: governance ensure the governance adherence even beyond go live phase up until the project is stabilized from operations, management and customer standpoint.

  • Coordinate: regular contact with consultants and research technology partners to keep abreast of new developments or to resolve problems with existing solutions.

  • Ensure all parties adopt a common framework of standard reusable processes and supporting systems in order to improve the effectiveness and efficiency of the integrated planning and coordination activities.


Save time, empower your teams and effectively upgrade your processes with access to this practical Service Transition Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Service Transition related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Service Transition specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Service Transition Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 991 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Service Transition improvements can be made.

Examples; 10 of the 991 standard requirements:

  1. Which process has the purpose to ensure that, by managing the risks could seriously affect IT services, the IT service provider can always provide minimum agreed business-related service levels?

  2. Is there any additional address-type information on either dataset that could assist in identifying events for people who change usual residence on leaving organization?

  3. Which areas of process improvement would give you the greatest boost in productivity, customer satisfaction, and/or value to your organization?

  4. What would you call the groups of people who have an interest in the activities, targets, resources and deliverables from service management?

  5. What level of Manager is approving the Standard Change implementation and how does the communication plan differ from a normal change?

  6. Do developers working on the design stage understand the business requirements that were captured during the strategy stage?

  7. Which results in higher volumes of successful change and ensures changed services will be maintainable and cost-effective?

  8. Are you passionate about the environment and curious what your organizations doing to provide more sustainable services?

  9. What are customers of an IT service provider who purchase services in terms of a legally binding contract known as?

  10. How can the service transition be performed with the lowest level of effort on the part of internal employees?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Service Transition book in PDF containing 991 requirements, which criteria correspond to the criteria in...

Your Service Transition self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Service Transition Self-Assessment and Scorecard you will develop a clear picture of which Service Transition areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Service Transition Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Service Transition projects with the 62 implementation resources:

  • 62 step-by-step Service Transition Project Management Form Templates covering over 1500 Service Transition project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Risk Audit: Do you have a consistent repeatable process that is actually used?

  2. Stakeholder Management Plan: Are software metrics formally captured, analyzed and used as a basis for other Service Transition project estimates?

  3. WBS Dictionary: Does the accounting system provide a basis for auditing records of direct costs chargeable to the contract?

  4. Activity Duration Estimates: Is a provider selected based upon defined evaluation criteria?

  5. Team Operating Agreement: Do you leverage technology engagement tools group chat, polls, screen sharing, etc.?

  6. Stakeholder Analysis Matrix: Is there a reason why you are or are not not using an external rating system?

  7. Change Management Plan: How can you best frame the message so that it addresses the audiences interests?

  8. Risk Audit: Are end-users enthusiastically committed to the Service Transition project and the system/product to be built?

  9. Procurement Management Plan: Based on your Service Transition project communication management plan, what worked well?

  10. Probability and Impact Matrix: How would you assess the risk management process in the Service Transition project?

Step-by-step and complete Service Transition Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Service Transition project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Service Transition project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Service Transition project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Service Transition project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Service Transition project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Service Transition project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Service Transition project with this in-depth Service Transition Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Service Transition projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Service Transition and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Service Transition investments work better.

This Service Transition All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.