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ITIL V3 - At A Glance
                                                                                                                                      ®




    Service Strategy                           Service Design                                                                         Service Transition                                                                    Service Operation                                                               Continual Service
Determine Perspective
Form a Position
                                       3
                                       3
                                                                                        Collect requirements
                                                                                                      Analyze
                                                                                                                          3
                                                                                                                          3
                                                                                                                                                                                     Plan and prepare
                                                                                                                                                                                        Build and test
                                                                                                                                                                                                                    3
                                                                                                                                                                                                                    3
                                                                                                                                                                                                                                                                       Monitor and control
                                                                                                                                                                                                                                                                        Manage activities
                                                                                                                                                                                                                                                                                                      3
                                                                                                                                                                                                                                                                                                      3
                                                                                                                                                                                                                                                                                                           Improvement
                                                                                                                                                                                                                                                                                                           Plan                                  3
Craft a Plan                           3                                                               Design             3                                                         Testing and pilots              3                                                   Generate metrics              3    Do                                    3
Adopt Patterns of Action               3                                                             Evaluate             3                                                     Transfer, deploy, retire            3                                                      Provide reports            3    Check                                 3
                                                                                     Procure and/or develop               3                                                         Review and close                3                                                                                      Act                                   3

Key Principles                             Key Principles                           Capacity Management                           Key Principles                            Evaluation                                  Key Principles                           Event Management                          Key Principles
    Service Lifecycle                          Five design aspects                  (Business, service and                            Policies for service transition       Management                                      IT services vs. technology           s   Generate event notification                Organizational change
    Value: Utility and warranty                - Service portfolio design           component)                                        Managing communications                                                               components                           s   Detect event                              Service measurement
                                                                                                                                                                            s Plan evaluation
    Service Assets: Resources and              - Definition of requirements and                                                        and commitment                                                                        Stability vs. responsiveness         s   Filter event                              Assessments and benchmarking
                                                                                    s Review current capacity                                                               s Evaluate predicted performance
    capabilities                                 design of service solutions                                                          Managing organization                                                                 Quality vs. cost                     s   Categorize event                          Governance
                                                                                    s Improve capacity                                and stakeholder change                s Evaluate actual performance
    Systems, processes, roles, units           - Technology and architectural                                                                                                                                               Reactive vs. proactive               s   Correlate events                          Deming cycle
    and functions                                                                   s Assess, agree and document                      Stakeholder management                                                                Organizational structures
    Service provider types
                                                 design
                                               - Process design
                                                                                      requirements                                    Big bang vs. phased                   Service Asset and                               Operational health
                                                                                                                                                                                                                                                                 s   Trigger response                          CSI model
                                                                                                                                                                                                                                                                 s   Select response
    Value networks                             - Measurement design
                                                                                    s Plan new capacity                               Push vs. pull                         Configuration                                    Communication                        s   Review actions                        7-Step Improvement
Strategy Generation                            Service oriented architecture
                                                                                    Information Security
                                                                                                                                      Automation vs. manual
                                                                                                                                      Service V model
                                                                                                                                                                            Management                                      Documentation                        s   Close event                           Process
                                               Business service management                                                                                                  s   Management and planning
s   Define the market                           Service design models                Management                                        Data-Information-Knowledge-
                                                                                                                                      Wisdom                                s   Configuration identification
                                                                                                                                                                                                                        Request                                  Functions                                 s   Define what you should measure
                                                                                                                                                                                                                                                                                                           s   Define what you can measure
s   Develop the offerings                       People, Processes, Products /        s Produce and maintain information                                                      s   Configuration control                    Fulfillment                               s Service Desk
s   Develop strategic assets                   Technology and Partners                security policy                                                                                                                                                                                                      s   Gather data
s   Prepare for execution                      (the 4 Ps)                           s Implement security policy
                                                                                                                                  Release and Deployment                    s   Status accounting and reporting         s Select and input details of service      - Single point of contact
                                                                                                                                                                                                                                                                                                           s   Process data
                                                                                                                                                                            s   Verification and audit                     request                                  - Local, Central, Virtual, Follow the
                                                                                    s Assess and classify information             Management                                                                                                                         Sun                                   s   Analyze data
Service Portfolio                          Service Catalogue                          assets
                                                                                                                                                                                                                        s Approve service request

                                           Management                               s Implement and improve security
                                                                                                                                  s Plan deployment of release package      Service Validation and                      s Fulfill service request                 s IT Operations Management                s   Present and use information
Management                                                                            controls
                                                                                                                                  s Prepare for build test and deployment
                                                                                                                                                                            Testing Management                          s Close service request                    - IT operations control                 s   Implement corrective action
                                           s Agree service definition                                                              s Build and test                                                                                                                 - Console management
s   Define                                                                           s Monitor and manage security
s   Analyze                                s Agree contents                           breaches                                    s Test service and conduct pilot          s   Manage validation and test              Incident Management                        - Job scheduling                        Service Measurement
                                           s Produce and maintain service                                                         s Plan and prepare for deployment         s   Plan and design tests
s   Approve                                                                         s Reduce security breaches                                                                                                          s   Identify incident                      - Backup and restore                    s Develop a service measurement
                                             catalogue                                                                            s Perform and transfer, deployment,       s   Verify test plan and test designs
s   Charter                                                                         s Perform reviews, audits and                                                                                                       s   Log incident                           - Print and output                        framework
                                           s Interface with stakeholders              penetration tests                             and retirement                          s   Prepare test environment
                                                                                                                                                                                                                        s   Categorize incident                    - Facilities management                 s Define what to measure
                                                                                                                                  s Verify deployment                       s   Perform tests
Risk Management                            Service Level                            IT Service Continuity                         s Support early life                      s   Evaluate exit criteria and report       s   Prioritize incident                  s Technical Management                    s Set targets
                                                                                                                                  s Review and close deployment             s   Clean up test environments and          s   Carry out initial diagnosis            - Manage technical knowledge            s Create a measurement
s Analyze risk                             Management                               Management                                                                                  close                                   s   Escalate incident                      - Plan, implement and maintain            framework grid
s Manage risk                                                                                                                                                                                                                                                                                              s Interpret and use metrics
                                           s Determine requirements and agree       s Initiate project                            Change Management                                                                     s   Investigate and diagnose incident        stable infrastructure
Demand Management                            SLAs                                   s Determine requirements and                  s Create and record Request For
                                                                                                                                                                            Key Documents                               s   Resolve and recover incident         s Applications Management
                                                                                                                                                                                                                                                                                                           s Create scorecards and reports
                                           s Monitor and report                       produce strategy                                                                                                                  s   Close incident                         - Manage applications knowledge
s Analyze and codify Patterns of           s Improve customer satisfaction          s Develop plans and implement
                                                                                                                                    Change (RFC)
                                                                                                                                  s Review RFC
                                                                                                                                                                            2 Service transition policies and
                                                                                                                                                                                plans                                                                              - Ensure applications are
                                                                                                                                                                                                                                                                                                           Service Reporting
  Business Activity (PBA)                  s Conduct service reviews                  strategy
                                                                                                                                  s Assess and evaluate change              2   Service Design Package (SDP)            Access Management                            appropriately designed, resilient     s   Define reporting policies and rules
s Match User Profiles (UP)                  s Revise SLAs and underpinning           s On going operation                                                                                                                                                             and effective
                                                                                                                                  s Authorize change                        2   Service Acceptance Criteria (SAC)       s Request access                                                                   s   Collate
s Develop service packages                   agreements                             s (Invoke the continuity plan)                                                                                                                                                 - Provide support resource
                                                                                                                                  s Plan updates                            2   Change and configuration                 s Verify request                                                                   s   Translate and apply
s Define Service Level Packages             s Develop relationships
                                                                                                                                  s Coordinate change implementation            management policy, plans and            s Provide rights                                                                   s   Publish
Financial Management
                                           s Maintain templates                     Key Documents                                 s Review and close change
                                                                                                                                                                                reports                                 s Monitor identity status and maintain   Key Documents
                                           Supplier Management                      2 Service design policies and plans                                                     2   Change schedule                           users, roles and groups                2 Service operation policies and          Key Documents
s   Valuate services
                                                                                    2 Service Acceptance Criteria (SAC)           Transition Planning and                   2   CAB agenda and minutes                  s Log and track access                       plans                                 2 Continual service improvement
s   Model demand                           s   Evaluate                                 and Service Level Requirements                                                      2   Configuration model                      s Remove or restrict rights              2   Event management policy, plans            policies and plans
s   Optimize service portfolio             s   Establish                                (SLR)                                     Support                                   2   Configuration baselines and status       s Maintain directories                       and reports                           2 Corporate and IT vision, mission,
s   Optimize service provisioning          s   Manage performance                   2   Service Design Package (SDP)              s Define transition strategy                   reports                                                                          2   Incident management policy, plans         goals and objectives
s   Plan                                   s   Renew and/or terminate               2   Solution designs                          s Prepare for service transition          2   Release policy, plans, packages and
                                                                                                                                                                                documentation
                                                                                                                                                                                                                        Problem Management                           and reports                           2 Critical Success Factors (CSF)
s   Analyze service investments            s   Categorize suppliers and maintain    2   Architectures and standards               s Plan and coordinate service                                                                                                  2   Incident models                       2 Key Performance Indicators (KPI)
                                                                                                                                                                            2   Service quality policy, risk policy,    s   Detect problem
s   Account                                    SCD                                  2   Service level policy, plans and             transition                                                                                                                   2   Major incident procedure                  and metrics
                                                                                                                                                                                test strategy, test models, test        s   Log problem
s   Comply                                                                              reports                                   s Advice                                      plans and test reports                                                           2   Request fulfillment policy, plans      2   Service level targets
                                                                                                                                                                                                                        s   Categorize problem
s   Analyze Variable Cost Dynamics         Availability                             2   Service Level Agreements (SLA)            s Provide administration
                                                                                                                                                                            2   Build plans and documentation           s   Prioritize problem
                                                                                                                                                                                                                                                                     and reports                           2   Balanced scorecard
    (VCD)                                                                               and Operational Level Agreements                                                                                                                                         2   Request models                        2
                                           Management                                   (OLA)
                                                                                                                                  s Monitor and report progress
                                                                                                                                                                            2   Evaluation plans and reports            s   Investigate and diagnose problem     2   Problem management policy, plans
                                                                                                                                                                                                                                                                                                               SWOT analysis
                                                                                                                                                                            2   Deployment plans and reports                                                                                               2   Service Improvement Plans (SIP)
Key Documents                              (Reactive and proactive)                 2   Service Improvement Plan (SIP)
                                                                                                                                  Service Knowledge                                                                     s   Find a workaround                        and reports
                                                                                                                                                                                                                                                                                                           2   Business case
                                                                                    2   Availability policy, plans, design                                                  2   Transition closure report               s   Raise a known error                  2   Problem models
2 Service objectives, strategies,          s Monitor, measure, analyze, report          criteria, risk analysis and reports       Management                                2   Knowledge management strategy                                                                                              2   Reporting policies and rules
    policies and plans                       and review                                                                                                                                                                 s   Resolve problem                      2   Process manuals
                                                                                                                                                                                                                                                                                                           2   Reports
                                           s Investigate and instigate              2   Capacity policy, plans, forecasts         s Define knowledge management                                                          s   Close problem                        2   Technical documentation
2   Service definition, classification                                                    and reports
    and visualization                      s Assess and manage risk                                                                 strategy                                                                            s   Review major problem                 2   Operational procedures and
                                                                                    2   Business and IT service continuity        s Transfer knowledge                                                                                                               instructions
2   Service models                         s Implement countermeasures                  policy, strategy, plans, risk and
2   Option space                           s Plan and design                            business impact analysis and reports      s Manage data and information                                                                                                  2   Functional documentation
2   Business Impact Analysis (BIA)         s Review and test                        2   Business and information security         s Maintenance of Knowledge Items (KIs)                                                                                         2   User guides
                                                                                        policy, strategy, plans, risk analysis,   s Maintain Service Knowledge
2   Financial plan
                                                                                                                                    Management System (SKMS)
2   Business case                                                                       classification, controls and reports
2   Patterns of Business Activity                                                   2   Supplier and contracts policy,
    (PBA)                                                                               strategy, plans and reports
2
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    User Profiles (UP)
2   Service packages
2   Service Level Packages (SLP)
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ITIL V3 At-A-Glance Guide

  • 1. ITIL V3 - At A Glance ® Service Strategy Service Design Service Transition Service Operation Continual Service Determine Perspective Form a Position 3 3 Collect requirements Analyze 3 3 Plan and prepare Build and test 3 3 Monitor and control Manage activities 3 3 Improvement Plan 3 Craft a Plan 3 Design 3 Testing and pilots 3 Generate metrics 3 Do 3 Adopt Patterns of Action 3 Evaluate 3 Transfer, deploy, retire 3 Provide reports 3 Check 3 Procure and/or develop 3 Review and close 3 Act 3 Key Principles Key Principles Capacity Management Key Principles Evaluation Key Principles Event Management Key Principles Service Lifecycle Five design aspects (Business, service and Policies for service transition Management IT services vs. technology s Generate event notification Organizational change Value: Utility and warranty - Service portfolio design component) Managing communications components s Detect event Service measurement s Plan evaluation Service Assets: Resources and - Definition of requirements and and commitment Stability vs. responsiveness s Filter event Assessments and benchmarking s Review current capacity s Evaluate predicted performance capabilities design of service solutions Managing organization Quality vs. cost s Categorize event Governance s Improve capacity and stakeholder change s Evaluate actual performance Systems, processes, roles, units - Technology and architectural Reactive vs. proactive s Correlate events Deming cycle and functions s Assess, agree and document Stakeholder management Organizational structures Service provider types design - Process design requirements Big bang vs. phased Service Asset and Operational health s Trigger response CSI model s Select response Value networks - Measurement design s Plan new capacity Push vs. pull Configuration Communication s Review actions 7-Step Improvement Strategy Generation Service oriented architecture Information Security Automation vs. manual Service V model Management Documentation s Close event Process Business service management s Management and planning s Define the market Service design models Management Data-Information-Knowledge- Wisdom s Configuration identification Request Functions s Define what you should measure s Define what you can measure s Develop the offerings People, Processes, Products / s Produce and maintain information s Configuration control Fulfillment s Service Desk s Develop strategic assets Technology and Partners security policy s Gather data s Prepare for execution (the 4 Ps) s Implement security policy Release and Deployment s Status accounting and reporting s Select and input details of service - Single point of contact s Process data s Verification and audit request - Local, Central, Virtual, Follow the s Assess and classify information Management Sun s Analyze data Service Portfolio Service Catalogue assets s Approve service request Management s Implement and improve security s Plan deployment of release package Service Validation and s Fulfill service request s IT Operations Management s Present and use information Management controls s Prepare for build test and deployment Testing Management s Close service request - IT operations control s Implement corrective action s Agree service definition s Build and test - Console management s Define s Monitor and manage security s Analyze s Agree contents breaches s Test service and conduct pilot s Manage validation and test Incident Management - Job scheduling Service Measurement s Produce and maintain service s Plan and prepare for deployment s Plan and design tests s Approve s Reduce security breaches s Identify incident - Backup and restore s Develop a service measurement catalogue s Perform and transfer, deployment, s Verify test plan and test designs s Charter s Perform reviews, audits and s Log incident - Print and output framework s Interface with stakeholders penetration tests and retirement s Prepare test environment s Categorize incident - Facilities management s Define what to measure s Verify deployment s Perform tests Risk Management Service Level IT Service Continuity s Support early life s Evaluate exit criteria and report s Prioritize incident s Technical Management s Set targets s Review and close deployment s Clean up test environments and s Carry out initial diagnosis - Manage technical knowledge s Create a measurement s Analyze risk Management Management close s Escalate incident - Plan, implement and maintain framework grid s Manage risk s Interpret and use metrics s Determine requirements and agree s Initiate project Change Management s Investigate and diagnose incident stable infrastructure Demand Management SLAs s Determine requirements and s Create and record Request For Key Documents s Resolve and recover incident s Applications Management s Create scorecards and reports s Monitor and report produce strategy s Close incident - Manage applications knowledge s Analyze and codify Patterns of s Improve customer satisfaction s Develop plans and implement Change (RFC) s Review RFC 2 Service transition policies and plans - Ensure applications are Service Reporting Business Activity (PBA) s Conduct service reviews strategy s Assess and evaluate change 2 Service Design Package (SDP) Access Management appropriately designed, resilient s Define reporting policies and rules s Match User Profiles (UP) s Revise SLAs and underpinning s On going operation and effective s Authorize change 2 Service Acceptance Criteria (SAC) s Request access s Collate s Develop service packages agreements s (Invoke the continuity plan) - Provide support resource s Plan updates 2 Change and configuration s Verify request s Translate and apply s Define Service Level Packages s Develop relationships s Coordinate change implementation management policy, plans and s Provide rights s Publish Financial Management s Maintain templates Key Documents s Review and close change reports s Monitor identity status and maintain Key Documents Supplier Management 2 Service design policies and plans 2 Change schedule users, roles and groups 2 Service operation policies and Key Documents s Valuate services 2 Service Acceptance Criteria (SAC) Transition Planning and 2 CAB agenda and minutes s Log and track access plans 2 Continual service improvement s Model demand s Evaluate and Service Level Requirements 2 Configuration model s Remove or restrict rights 2 Event management policy, plans policies and plans s Optimize service portfolio s Establish (SLR) Support 2 Configuration baselines and status s Maintain directories and reports 2 Corporate and IT vision, mission, s Optimize service provisioning s Manage performance 2 Service Design Package (SDP) s Define transition strategy reports 2 Incident management policy, plans goals and objectives s Plan s Renew and/or terminate 2 Solution designs s Prepare for service transition 2 Release policy, plans, packages and documentation Problem Management and reports 2 Critical Success Factors (CSF) s Analyze service investments s Categorize suppliers and maintain 2 Architectures and standards s Plan and coordinate service 2 Incident models 2 Key Performance Indicators (KPI) 2 Service quality policy, risk policy, s Detect problem s Account SCD 2 Service level policy, plans and transition 2 Major incident procedure and metrics test strategy, test models, test s Log problem s Comply reports s Advice plans and test reports 2 Request fulfillment policy, plans 2 Service level targets s Categorize problem s Analyze Variable Cost Dynamics Availability 2 Service Level Agreements (SLA) s Provide administration 2 Build plans and documentation s Prioritize problem and reports 2 Balanced scorecard (VCD) and Operational Level Agreements 2 Request models 2 Management (OLA) s Monitor and report progress 2 Evaluation plans and reports s Investigate and diagnose problem 2 Problem management policy, plans SWOT analysis 2 Deployment plans and reports 2 Service Improvement Plans (SIP) Key Documents (Reactive and proactive) 2 Service Improvement Plan (SIP) Service Knowledge s Find a workaround and reports 2 Business case 2 Availability policy, plans, design 2 Transition closure report s Raise a known error 2 Problem models 2 Service objectives, strategies, s Monitor, measure, analyze, report criteria, risk analysis and reports Management 2 Knowledge management strategy 2 Reporting policies and rules policies and plans and review s Resolve problem 2 Process manuals 2 Reports s Investigate and instigate 2 Capacity policy, plans, forecasts s Define knowledge management s Close problem 2 Technical documentation 2 Service definition, classification and reports and visualization s Assess and manage risk strategy s Review major problem 2 Operational procedures and 2 Business and IT service continuity s Transfer knowledge instructions 2 Service models s Implement countermeasures policy, strategy, plans, risk and 2 Option space s Plan and design business impact analysis and reports s Manage data and information 2 Functional documentation 2 Business Impact Analysis (BIA) s Review and test 2 Business and information security s Maintenance of Knowledge Items (KIs) 2 User guides policy, strategy, plans, risk analysis, s Maintain Service Knowledge 2 Financial plan Management System (SKMS) 2 Business case classification, controls and reports 2 Patterns of Business Activity 2 Supplier and contracts policy, (PBA) strategy, plans and reports 2 Visit www.ITILTrainingZone.com User Profiles (UP) 2 Service packages 2 Service Level Packages (SLP) for more Free Resources and Course Details ITIL® is a Registered Trade Mark of the Office of Government Commerce. 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