ITSM Toolkit

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


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the ITSM 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 992 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which ITSM improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. Which technology functionalities are the core strategic differentiator for the business, and where is standardized functionality sufficient?

  2. How is predictive analytics based on machine learning technology changing how DevOps teams operate and deliver value to the customer?

  3. What other external systems are integrated into the delivery of products and services that are beyond the oversight of the business?

  4. Will the ITSM aspect of the solution be replacing a current help desk or will it be expected to work in conjunction with?

  5. Are you responsible for all implementation on your own or does the vendor recommend implementation and training services?

  6. How quickly do you establish the contractual basis with new technology service providers to access the service portfolio?

  7. How will an ITSM solution create efficiencies and/or reduce costs while aligning with core business objectives?

  8. What consequences would you face if an implementation exceeded the timeline and contracted services support?

  9. What ITSM tool suite are you currently using and what processes are currently implemented within the tool?

  10. What it staffing changes have you implemented in your organization in response to the allotment reduction?


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 ITSM book in PDF containing 992 requirements, which criteria correspond to the criteria in...

Your ITSM 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 ITSM Self-Assessment and Scorecard you will develop a clear picture of which ITSM 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 ITSM 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 ITSM projects with the 62 implementation resources:

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are all claims certified by the officer giving rise to the claim (usually the purchasing agent)?

  2. Schedule Management Plan: Is the steering committee active in ITSM project oversight?

  3. Human Resource Management Plan: Is this ITSM project carried out in partnership with other groups/organizations?

  4. Procurement Audit: Have guidelines been set up for how the procurement process should be conducted?

  5. Procurement Audit: Did the contracting authority verify compliance with the basic requirements of the competition?

  6. Scope Management Plan: Are ITSM project team members involved in detailed estimating and scheduling?

  7. Change Management Plan: Has the training co-ordinator been provided with the training details and put in place the necessary arrangements?

  8. Cost Management Plan: Has a quality assurance plan been developed for the ITSM project?

  9. Resource Breakdown Structure: Who is allowed to see what data about which resources?

  10. Schedule Management Plan: Are right task and resource calendars used in the IMS?

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

1.0 Initiating Process Group:

  • 1.1 ITSM project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 ITSM project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 ITSM 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 ITSM 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 ITSM 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 ITSM project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

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

In using the Toolkit you will be better able to:

  • Diagnose ITSM 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 ITSM 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 ITSM investments work better.

This ITSM 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.