Service Design Toolkit

(No reviews yet) Write a Review
Downloadable Resources, Instant Access

Establish that your organization participates in the planning and development of departmental budgets, revenue, capital and operational expenses, sufficient number of staff, and any other plans for allocation of fiscal or other resources according to the scope of services provided.

More Uses of the Service Design Toolkit:

  • Be accountable for supporting and mentoring other members of the team and Key Stakeholders in Service Design Best Practices, with minimal support.

  • CreatE Business analytics and reports to provide high value analysis on Customer Service and operational Performance Metrics.

  • Guide: holistic and human centered approach to product and Service Design, from research and insight generation to concept to deliverable.

  • Manage work with Professional Services to understand the solution and platform, timeline for delivery and articulate risks on behalf of Managed Services.

  • Make sure that your team participates in the development, implementation, and support of the enterprise Database Architecture roadmap, database Service Design, delivery, and operational model.

  • Confirm your venture complies; partners with the Development team throughout the development process to ensure a high quality, On Time Delivery of features and functions that meet customer / market expectations.

  • Develop standard scalable methods to drive effectiveness of Internal Processes to manage talent, workflow, capacity, governance, tools, productivity, quality, and cost.

  • Guide: work closely with the one leaders, the teams Business Development management and other members of the client services team to identify, pursue and win new work.

  • Enable digitization and network transformation strategies, through increased automation and Straight Through Processing Mitigating Risk and reducing manual controls.

  • Confirm your group provides for orientation, in service training, Continuing Education, annual performance and competency review of department personnel to ensure staff is competent to provide services.

  • Develop: work very closely with Back Office teams to understand process in order to create the most efficient and accurate operational plan.

  • Drive Data Management And Governance process to grow together disparate data assets, curate key data domains into sources of truth and help create a Data Backbone supporting analytics and reporting.

  • AnalyzE Business processes to formulate programming specifications for modification or enhancement based on interaction with and needs of end users.

  • Head: every action you take, every decision you make, is guided by your core principles and core purpose of harnessing creative energies.

  • Make sure that your team leads the successful launch of assigned product/service offerings (new development, life cycle management of current offerings and applicable Back Office systems).

  • Ensure you revitalize; lead internal and external meetings reviewing the reports/analytics, tracking feedback, and managing follow up action items to completion.

  • Oversee: partner with dependent functions to fully implement work products content, learning, quality, coaching, and outsource partners.

  • Coordinate: review and provide feedback on help content created by Content Development specialists in review processes and content critiques.

  • DrivE Business development by establishing your own leads and building new business through the active pursuit of new sales prospects (new clients/new logos).

  • Interact with personnel from other organizations during the life cycle in order to understand the needs of the end users, assess the readiness of software packages, schedule software deployments and evaluate the success of each project.

  • Ensure your operation promotes participation of the person served in all aspects of the Service Design and delivery by utilizing Customer Satisfaction data and continuous plan refinement.

  • Drive thE Sign off on the technology solution and acts as an interface with the delivery organization to ensure effective transition, shape services and determine appropriate structure, delivery locations and related costs.

  • Guide: plan, conduct, and interpret primary and secondary Market Research to inform the user interaction and visual direction of a product.

  • Manage advanced skills in Power BI or similar visualization and Data Analytics tools with proven and demonstrable capabilities.

  • Provide continuous status updates to Remedy work logs to be viewed by Service Desk Analysts and by the User Community to ensure that accurate and up to date information is available at all times.

  • Be accountable for planning projects with the Core Service Design team, selecting appropriate Service Design tools and methods for the various stages.

  • Organize: work side by side with account leaders to set project direction and to identify new Business Opportunities direction and to identify new Business Opportunities.

  • Ensure you are able to keep track of multi projects at once, manage your time efficiently and communicate scheduling with your management and the broader team.

  • Ensure all Service Transition outcomes are captured and either passed to a Transition Management or managed by yourself to completion.

  • Be accountable for building positive relationship across IT and third parties in order to move your organization to a more effectivE Business partner.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. How do you reduce the costs of obtaining inputs?

  2. How do you assess the Service Design pitfalls that are inherent in implementing it?

  3. What measurements are being captured?

  4. Is the Quality Assurance team identified?

  5. Has a Service Design requirement not been met?

  6. How is Service Design data gathered?

  7. What are the Service Design investment costs?

  8. Is scope creep really all bad news?

  9. Ask yourself: how would you do this work if you only had one staff member to do it?

  10. What do you want to improve?

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 Design book in PDF containing 994 requirements, which criteria correspond to the criteria in...

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

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

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Service Design project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Service Design Project Team have enough people to execute the Service Design Project Plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Service Design Project Plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

2.0 Planning Process Group:

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 Design 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 Design 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 Design project with this in-depth Service Design Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Service Design 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 Design 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 Design investments work better.

This Service Design 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.