Service Transition Toolkit

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Manage contracts and relationships to maximize value creation and costs for software licensing, maintenance, and service offerings by identifying and documenting Business Requirements on software.

More Uses of the Service Transition Toolkit:

  • Identify and analyze cost benefit relationships between your organizations budget and administrative programs to develop multi year budget plans and forecasts.

  • Ensure that all equipment (hardware/software) has a valid support contract or is under warranty.

  • Manage work with technical advisory group (tag) to apply architectural standards and Software Engineering best practices.

  • Confirm your team coordinates and performs software problem analysis, Requirements Analysis, design, modification, testing and adaption of Application Software.

  • Develop a strategy and utilize your workload planning tools to complete all scheduled workload ensuring you are guest ready at all times.

  • Ensure you listen; hold regular staff meetings (minimum of one per month) to disseminate information, provide staff with an avenue to share best practices and provide feedback.

  • Establish: implement internal office administrative, Information Management, and clerical procedures and guidelines.

  • Make sure that your operation complies; plans the use of subordinate workers, equipment, facilities, and materials based on workload projections on a weekly or monthly basis.

  • Ensure you merge; build relationships with Enterprise Architecture team, and design to best meet the standards of your multi tenant architecture.

  • Execute release activities in accordance with established Change and Release Management processes.

  • Manage bench strength to ensure depth in various technologies (current and future); become an expert in yourself.

  • Develop: practical knowledge developing scripts or applications to automate systems implementation, configuration, or management.

  • Devise: Information Management identifies a need for and knows where or how to gather information; organizes and maintains information or Information Management systems.

  • Deliver IT infrastructure solutions to meet the needs of business services focused on uptime, availability, scalability and security.

  • Upgrade applications and tools, install patches, troubleshoot and resolve application problems, Performance Tuning and Capacity Planning.

  • Manage work with the Server Team management and Desktop management to deliver consistent and reliable products and solutions.

  • Identify: responsibility and accountability, innovation and initiative, Customer Service and resource stewardship.

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

  • Evaluate: interface with peer tech teams, business teams, stores, vendor partners, and third party partners for investigations and outage/workaround communications.

  • Develop and apply expertise to build, integrate and test models of operational performance and/or that replicate issues encountered in operational environments.

  • Determine impact of service changes on the Business Case and re forecast value creation; monitor Service Transition risks and mitigation actions.

  • Confirm your business acts as Incident Management, provides guidance and coaching and/or handles escalated issues to ensure timely mitigation of impact.

  • Methodize: critically evaluate information from multiple sources and clearly indicate quality of final analysis.

  • Be accountable for participating in quality Systems Management visits to evaluate the adequacy of technical requirements and product conformance.

  • Be certain that your project provides information and insight into high quality, cost effective contracts, based on current and future staffing needs.

  • Provide Gap Analysis and Risk Analysis in understanding the significance and probability of identified risks.

  • Turn on the news on any night of the week and you are likely to hear about the changes that are sweeping through your health care system.

  • Lead the creation of entire Systems (Clients, Server Hardware, network, and databases).

  • Maintain constant awareness of service level and queue status in order to meet contractual requirements.

  • Organize: research, evaluate, recommend and implement information technology that aligns with Business Needs and meets objectives.


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

STEP 1: Get your bearings

Start with...

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

Examples; 10 of the 999 standard requirements:

  1. What baselines are required to be defined and managed?

  2. What is the Service Transition business impact?

  3. How do you measure variability?

  4. How can you become more high-tech but still be high touch?

  5. Who is gathering information?

  6. How are Training Requirements identified?

  7. Is a Service Transition breakthrough on the horizon?

  8. Do you have any cost Service Transition limitation requirements?

  9. Where do you gather more information?

  10. Is Service Transition realistic, or are you setting yourself up for failure?

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

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

  • 62 step-by-step Service Transition Project Management Form Templates covering over 1500 Service Transition 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 Transition project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Service Transition project team have enough people to execute the Service Transition 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 Transition 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 Transition Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

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

In using the Toolkit you will be better able to:

  • Diagnose Service Transition 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 Transition 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 Transition investments work better.

This Service Transition 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.