This curriculum spans the full lifecycle of service portfolio management, comparable in scope to a multi-workshop advisory engagement with an enterprise IT organization, covering strategic alignment, financial integration, governance, and operational execution across business and technology functions.
Module 1: Defining and Structuring the Service Portfolio
- Selecting criteria for including or excluding services based on strategic alignment with business units and long-term technology roadmaps.
- Establishing service categorization frameworks that distinguish between core, enabling, and enhancing services for governance clarity.
- Mapping service lifecycles from concept to retirement to ensure consistent tracking across stages.
- Integrating financial cost models at the service level to support investment prioritization decisions.
- Resolving conflicts between IT and business stakeholders over service ownership and accountability.
- Implementing version control for service definitions to maintain auditability during portfolio changes.
Module 2: Demand Management and Service Prioritization
- Allocating limited IT resources across competing service requests using weighted scoring models.
- Conducting demand forecasting using historical usage patterns and business growth projections.
- Facilitating joint prioritization sessions with business unit representatives to align service delivery with operational needs.
- Managing shadow IT by assessing unauthorized services and determining whether to formalize or decommission them.
- Establishing thresholds for service request intake to prevent portfolio bloat and maintain manageability.
- Designing feedback loops from service performance data to inform future demand planning cycles.
Module 3: Service Financial Management Integration
- Assigning accurate cost centers to services for chargeback or showback reporting to finance teams.
- Calculating total cost of ownership (TCO) for services, including labor, infrastructure, and third-party components.
- Reconciling discrepancies between actual spend and budgeted service costs on a quarterly basis.
- Implementing cost attribution models for shared platforms supporting multiple services.
- Setting pricing policies for internal services when operating under a market-based model.
- Integrating service cost data into executive dashboards for investment review meetings.
Module 4: Governance and Portfolio Oversight
- Establishing a cross-functional service portfolio board with defined roles and decision rights.
- Developing service review cadences that trigger reassessment based on performance or strategic shifts.
- Enforcing retirement criteria for underutilized or obsolete services to reduce technical debt.
- Resolving disputes between departments over service funding and priority during governance meetings.
- Documenting governance decisions and ensuring traceability to portfolio changes.
- Aligning service portfolio reviews with enterprise architecture and risk management cycles.
Module 5: Service Catalog Design and Integration
- Defining service attributes and metadata standards to ensure consistency across the catalog.
- Integrating the service catalog with incident, change, and request management systems for operational coherence.
- Restricting catalog visibility based on user roles to prevent unauthorized service requests.
- Validating service descriptions with technical and business stakeholders to avoid misinterpretation.
- Managing dependencies between catalog services to prevent cascading failures during changes.
- Automating catalog updates from the portfolio to reduce manual synchronization errors.
Module 6: Performance Measurement and Service Rationalization
- Selecting KPIs that reflect both operational health and business value for each service.
- Conducting benchmarking exercises to compare service performance against industry standards.
- Identifying underperforming services using SLA compliance and user satisfaction data.
- Initiating rationalization programs to consolidate overlapping or redundant services.
- Assessing the impact of retiring a service on dependent business processes and users.
- Reporting rationalization outcomes to stakeholders to justify portfolio optimization decisions.
Module 7: Change Management and Portfolio Evolution
- Coordinating service introduction plans with release management to minimize operational disruption.
- Updating service documentation and training materials during major service modifications.
- Managing stakeholder resistance when retiring legacy services with entrenched user bases.
- Conducting impact assessments for proposed changes to service scope or delivery model.
- Integrating portfolio changes into organizational change management frameworks.
- Tracking service evolution over time to support post-implementation reviews and audits.
Module 8: Integration with Enterprise Architecture and Strategic Planning
- Aligning service portfolio roadmaps with enterprise architecture blueprints and technology standards.
- Translating business capability models into service development priorities.
- Mapping services to business processes to ensure end-to-end coverage and identify gaps.
- Coordinating with enterprise architects to validate technology choices within new services.
- Feeding service performance data into strategic planning cycles to inform future investments.
- Resolving misalignments between current service offerings and future-state business objectives.