This curriculum spans the full scope of a multi-workshop service governance program, covering the same lifecycle decisions and cross-functional coordination challenges involved in running an enterprise-wide service portfolio office.
Module 1: Defining and Aligning the Service Portfolio with Business Strategy
- Selecting which business capabilities to expose as services based on strategic roadmaps and investment priorities
- Establishing criteria for including, deferring, or retiring services in the portfolio based on business unit demand
- Mapping existing IT services to business processes to identify redundancies and coverage gaps
- Resolving conflicts between business units over service ownership and funding responsibilities
- Documenting service lineage from strategic objectives through capabilities to technical components
- Implementing a review cadence for portfolio alignment with evolving enterprise architecture direction
Module 2: Service Classification and Categorization Frameworks
- Designing a classification schema that distinguishes customer-facing, internal, and shared services
- Assigning services to tiers (e.g., Tier 0 to Tier 3) based on business criticality and recovery requirements
- Defining criteria for labeling services as strategic, commodity, or sunset
- Integrating service taxonomy with existing enterprise taxonomy and data governance standards
- Handling cross-category services that span multiple business domains or geographies
- Updating classification rules when mergers, divestitures, or regulatory changes impact service scope
Module 3: Service Intake and New Service Introduction Processes
- Requiring business case submissions that include cost models, demand forecasts, and integration dependencies
- Conducting technical feasibility assessments before approving service development funding
- Establishing gating criteria for progression from concept to design to deployment
- Coordinating intake with enterprise security and compliance teams for early risk identification
- Defining minimum documentation requirements for service onboarding (SLAs, dependencies, contact roles)
- Managing shadow IT by redirecting unauthorized service initiatives into formal intake pipelines
Module 4: Service Rationalization and Portfolio Optimization
- Identifying duplicate or overlapping services across departments using usage and cost data
- Calculating total cost of ownership for underutilized services to justify decommissioning
- Negotiating with service owners to consolidate or standardize similar offerings
- Planning migration paths for users when retiring legacy services with active dependencies
- Assessing technical debt and support burden when deciding between modernization and replacement
- Using portfolio health dashboards to prioritize rationalization efforts by business impact
Module 5: Lifecycle Governance and Decision Rights
- Defining RACI matrices for service lifecycle stages across IT, business, and finance stakeholders
- Establishing escalation paths for unresolved service ownership or funding disputes
- Implementing change control for modifications to service scope, pricing, or retirement plans
- Conducting quarterly service review meetings with business sponsors and technical owners
- Enforcing compliance with lifecycle policies through audit and reporting mechanisms
- Updating governance policies when organizational restructuring affects service accountability
Module 6: Financial Management and Service Cost Transparency
- Allocating infrastructure and operational costs to services using activity-based costing models
- Deciding between showback and chargeback models based on organizational maturity and culture
- Integrating service cost data with enterprise financial planning systems
- Disclosing cost drivers to service consumers to influence demand and usage behavior
- Handling cost allocation for shared platform services used by multiple business units
- Reconciling actual service costs against budgeted amounts and investigating variances
Module 7: Service Portfolio Integration with Enterprise Systems
- Synchronizing service data with configuration management databases to maintain accuracy
- Exposing service portfolio information through APIs for integration with project and portfolio management tools
- Aligning service lifecycle states with change and release management workflows
- Ensuring service definitions are consistent across IT service management, architecture, and security systems
- Automating data flows to reduce manual updates and prevent discrepancies
- Implementing access controls to restrict service modification rights based on role and domain
Module 8: Performance Monitoring and Continuous Portfolio Improvement
- Defining KPIs for portfolio health, including service utilization, cost per transaction, and time to onboard
- Tracking service adoption rates and user satisfaction to identify underperforming offerings
- Conducting root cause analysis when services repeatedly miss availability or performance targets
- Using benchmarking data to assess portfolio efficiency against industry peers
- Adjusting service mix based on trend analysis of demand, cost, and business value metrics
- Iterating portfolio management processes based on feedback from service owners and consumers