Service Catalog Toolkit

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Assure your organization helps organizations understand best practices around advanced cloud based solutions, and how to migrate and modernize existing workloads to the cloud.

More Uses of the Service Catalog Toolkit:

  • Ensure stakeholders work with and understand the value in creating repeatable processes to design development, test, staging and production environments that are reliable with high availability.

  • Increase knowledge and skills related to technologies and systems: Continuously enhance your approach, support and delivery of improved technologies.

  • Be accountable for ensuring that risks are identified, communicated, and mitigated and that projects are delivered successfully through to production.

  • Be certain that your organization promotes the development of the shared services portion of the business and capital plan and oversees the execution of strategic and critical projects with focus on planning and quality of delivery.

  • Arrange that your organization maintains and performs continuous improvement of processes, standards, policies, working methods, and tools using Agile and ITIL best practices.

  • Initiate: monitor relevant metrics to identify and assess potential improvement opportunities and evaluate impact of changes.

  • Develop and maintain the IT Service Catalog Work across management and teams to establish and maintain specific processes and procedures for service intake.

  • Ensure your organization promotes and facilities coordination and cooperation among peers; encourages teams to drive results and meet goals.

  • Control: effectively deal with frustrated clients from a non technical perspective, while having the knowledge to properly handle a multitude of situation in an ever changing environment.

  • Establish that your organization participates in project review to understand accuracy of project deliverables and incorporate feedback to help improve the planning process.

  • Analyze current processes and transaction flows to identify opportunities to leverage technology solutions to enhance service quality and harmonize processes globally.

  • Manage work with other department managers to design solutions and improve data quality, security, and compliance and extend current capabilities and offerings to customers.

  • Confirm your organization leads functional workshops, gathers detailed requirements, and ensures technology design and solutions are aligned with business requirements.

  • Initiate: close new business deals by leading and coordinating requirements; developing and negotiating contracts; integrating contract requirements with operations.

  • Make sure that your organization identifies and recommends opportunities for service quality improvement and cost savings to department leadership.

  • Facilitate the consolidation of KPI data and analyse findings; recommend and deliver solutions to address emerging challenges and opportunities.

  • Secure that your organization develops and maintains a long term IT Strategic Plan for your organization that establishes an enterprise wide approach to efficient and effective IT services and solutions delivery.

  • Be certain that your organization provides stewardship of IT resources and oversees the efficient and effective management of your organizations IT portfolio.

  • Collaborate with process and quality experts to establish appropriate Service Levels (SLAs) and Key Performance Indicators (KPIs).

  • Coordinate: IT service delivery managers provide structure, guidance and support for budgeting, capital, and opex planning for delivery of service.

  • Make sure that your organization knows unit testing, system integration testing, performance testing, user acceptance testing, or any client specific testing.

  • Align and streamline Configuration Management efforts with the Incident, Problem, Change, Release, knowledge, Asset, and Service Catalog practices.

  • Confirm your organization ensures critical performance indicators are met for each account while exceeding all customer service expectations.

  • Direct: design, communicate, document and monitor implement and maintain procedures relating to service catalogue and/or service level management activities.

  • Make sure that your organization maintains day to day service desk operations; accountable for overall adherence of defined SLAs, and all key performance indicators (KPIs) and metrics.


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

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Service Catalog 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 999 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 Catalog improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Does the catalog have any independent legal effect, or is any legal effect it may have the result of the foreign investment regulation, or another legal instrument?

  2. Does the tool have the integration ability to link Services to required resources and capabilities to enable and support Service Portfolio Management activities?

  3. Does the tool provide the ability to display the Service Catalog via a web or intranet interface to enable users to easily access the Service Catalog?

  4. Does the tool facilitate the recording, updating, monitoring and tracking of a Service through the Service Portfolio Management method lifecycle?

  5. Does the tool integrate with Service Level Management to provide a link between Service Level Requirement Records and Service Portfolio Records?

  6. Does the tool facilitate the ability to provide a view of services associated to specific business functions based on usage or subscription?

  7. How do you improve service quality and efficiency through a self-service Service Catalog and automated service request fulfillment?

  8. How does the service provider ensure that data or content is deleted and destroyed in line with your corporate disposal schedules?

  9. Does the Service Catalog provide views into services, which have vendor involvement, and allow an insight into performance?

  10. Does the tool facilitate the recording, updating, monitoring and tracking of a Services development status and activities?

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 Catalog book in PDF containing 999 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Procurement Audit: Are there special emergency purchase order procedures?

  2. Probability and Impact Assessment: Costs associated with late delivery or a defective product?

  3. Variance Analysis: Do you identify potential or actual budget-based and time-based schedule variances?

  4. Executing Process Group: What were things that you did very well and want to do the same again on the next Service Catalog project?

  5. Activity Cost Estimates: What were things that you did very well and want to do the same again on the next Service Catalog project?

  6. Procurement Audit: Were all interested operators allowed the opportunity to participate?

  7. Procurement Audit: Were additional works charged at the unit prices agreed in the initial contract?

  8. Initiating Process Group: During which stage of Risk planning are modeling techniques used to determine overall effects of risks on Service Catalog project objectives for high probability, high impact risks?

  9. Activity Duration Estimates: Does a process exist to identify Service Catalog project roles, responsibilities and reporting relationships?

  10. Requirements Management Plan: Who will approve the requirements (and if multiple approvers, in what order)?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Service Catalog 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 Catalog 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 Catalog 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 Catalog 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 Catalog 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 Catalog project with this in-depth Service Catalog Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Service Catalog 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 Catalog 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 Catalog investments work better.

This Service Catalog 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.