Service Design Toolkit

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Confirm your organization communicates effectively and works cooperatively with Partners, Research Services, Resource Acquisition and Management, Systems, Technology and Media, and other staff to ensure that the organization is running smoothly from an operational standpoint.

More Uses of the Service Design Toolkit:

  • Manage: plan, scope and manage projects and teams according to business needs and design opportunities, setting teams up for success with a point of view on best practices.

  • 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.

  • Identify 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.

  • Ensure your organization supports senior level designers by implementing primary design direction and incorporating the best design and technology practices to provide cohesive support of overall creative strategies.

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

  • 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.

  • Ensure your organization establishes and provides technical insight and expertise for enterprise scale IT service design, delivery, and operations of multi site manufacturing and other enterprise systems.

  • Coordinate small to medium sized projects with end to end analysis, design, development, quality assurance and implementation tasks necessary to deliver custom ASP.

  • Enable digitization and network transformation strategies, through increased automation and straight through processing mitigating risk and reducing manual controls.

  • Confirm your organization 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.

  • 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.

  • Pilot: service design ensures the support team is operationally ready for new products and services and to help drive continuous membership and member support performance improvements.

  • Identify, develop, and implement service design best practices and technologies to lead organizational and operations efforts to improve member friction points, channel gaps and enhancement possibilities in all service delivery channels.

  • Provide timely communication about issues/impending changes to supervisor, peers and users to promote a coordinated effort Perform end to end analysis, design, development, quality assurance and implementation tasks necessary to deliver custom ASP.

  • Manage data and qualitative insight, through collaboration with internal and external clients, and the public, to design solutions and strategic propositions.


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 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 Service Design improvements can be made.

Examples; 10 of the 992 standard requirements:

  1. How can one simplify manipulation of request and response data, enable domain layer entities, requests, and responses to vary independently, and insulate services from wire-level message formats?

  2. Have all the potential impacts of an Alternative Solution to other parts of the Acceptable Solutions, thereby demonstrating a holistic approach, been considered by the designer?

  3. How can clients and services communicate, and what are the foundations for creating complex conversations in which multiple parties exchange data over extended periods of time?

  4. How might people participating in hackathons integrate service design methods to cultivate communication and foster collaboration for a successful implementation phase?

  5. Does your strategic approach to service design result in services that can be offered at a competitive market price, substantially reduce risk or offer superior value?

  6. How can common behaviors like authentication, caching, logging, exception handling, and validation be executed without having to modify the client or service code?

  7. How can a web service safeguard systems from spikes in request load and ensure that requests are processed even when the underlying systems are unavailable?

  8. What factors affect how service design methods and practices are embedded within your organization, and how can it be done in a manner that is sustainable?

  9. Is the concrete, visual, olfactory, acoustic, and tactile evidence suitable for making the service comprehensible and able to be experienced by clients?

  10. How can a client manipulate data managed by a remote system, avoid direct coupling to remote procedures, and minimize the need for domain-specific APIs?

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 992 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. Human Resource Management Plan: Does the business case include how the Service Design project aligns with your organizations strategic goals & objectives?

  2. Activity Resource Requirements: Do you use tools like decomposition and rolling-wave planning to produce the activity list and other outputs?

  3. Team Member Performance Assessment: Can your organization rate by exception and assume that most employees are performing at an acceptable level?

  4. Procurement Audit: Is it clear which procurement procedure your organization has opted for?

  5. Project Performance Report: To what degree are fresh input and perspectives systematically caught and added (for example, through information and analysis, new members, and senior sponsors)?

  6. Probability and Impact Assessment: Risk categorization -which of your categories has more risk than others?

  7. Stakeholder Management Plan: Have the procedures for identifying budget variances been followed?

  8. Lessons Learned: Did the delivered product meet the specified requirements and goals of the Service Design project?

  9. Stakeholder Management Plan: Who is responsible for accepting the reports produced by the process?

  10. Probability and Impact Assessment: Which of your Service Design projects should be selected when compared with other Service Design projects?

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

1.0 Initiating Process Group:

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

2.0 Planning Process Group:

  • 2.1 Service Design 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 Design 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 Design 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 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.