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Welcome!
                 Wl     !
                 ITIL 2011 Explained
                           E plained


                 Donna Knapp
                 Curriculum Development Manager
                                  p         g
                 ITSM Academy



© ITSM Academy
About ITSM Academy

          Accredited Education                                                                         Since 2003 - Tens of Thousands
                  Certified Process Design Engineer (CPDE)                                             Trained and Certified
                  ITIL® Foundation                                                                     ITSM Professional Diplomas
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                                                                                                          Public Classes throughout U.S.
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                        Lifecycle
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                                                                                                          Virtual Classes
                  ITIL Service Manager Bridge
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                  ISO/IEC 20000 Foundation
                      /
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                                                                                                        Alumni Program
          Practical, Value-Add Workshops
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                  And more!
ITIL® is a Registered Trade Mark of the Cabinet Office in the United Kingdom and other countries
© ITSM Academy                                                                                     2
                                                                                                             Welcome!
Agenda
            A d

    Scope and benefits of the ITIL
     2011 updates
    Key changes to each book
    High-level overview of new
     processes


Thanks for joining us today.
Please use the chat feature to send in your questions.
© ITSM Academy
ITIL® 2011




© ITSM Academy                ITIL® is a Registered Trade Mark of the Cabinet Office.
Scope and Benefits of the ITIL 2011 Updates

          Resolve any errors or
           inconsistencies
          Address issues raised in the
           Change Control Log
          Address feedback from the
           training community
          Make the Service Strategy
           publication more accessible
              bl                    bl

                  Find additional information and the official ITIL
                       2011 glossary at itil-officialsite.com.

© ITSM Academy                            5
Global Changes

          Chapters 1 and 2
           refined                                  Process Template
                                            Purpose and objectives
          All processes reflect a          Scope
           consistent template
                         p                  Value to business
                                            Policies, principle and basic concepts
          Figures refined and              Process activities, methods and
           explained                         techniques
                                            Triggers, i
                                             Ti         inputs, outputs and
                                                                          d
          Roles refined and                 interfaces
           generic roles added              Information management
                                                                           y
                                             Critical success factors and key
          Improved linkages from            performance indicators
           book to book                     Challenges and risks
          Glossary matches text
                   y

© ITSM Academy                       6
Service Strategy
                 S i St t




© ITSM Academy
Service Strategy Updates

                      More examples!
                      More detailed guidance
                       Business strategy and IT strategy
                        Strategy assessment, generation and
                         execution
                       Governance
                       Cloud computing
                       Organizational structure
                      References to Product Manager
                       changed to Service Owner
                      New/refined processes
© ITSM Academy               8
Service Strategy Processes

        Service Strategy             Service Design         Service Transition    Service Operation


                                           Service Strategy
             Continu Service




                                     Strategy Mgmt for IT Services
                   ovement




                                         Service Portfolio Mgmt                          Service Portfolio
                   ual




                                            Financial Mgmt
                                            Fi     i lM
               Impro




                                                                                         Service Catalog
                                             Demand Mgmt
                                     Business Relationship Mgmt


                               Business/              Service
                                                                             Suppliers
                               Customers              Provider

© ITSM Academy                                          9
Strategy Management for IT Services

            Strategy Management defines and maintains an organization’s
              perspective, position, plans and patterns with regard to its
                   services and the management of those services.

          Perspective – vision and mission
          Position – relative to its customers
           and other service providers
          Plans – IT strategy service
                       strategy,
           management strategy, service
           strategy
          P tt
           Patterns – H th organization
                       How the         i ti
           translates strategic plans into tactical
           and operational plans

© ITSM Academy                           10                      ITIL Text - SS 4.1.1
Service Portfolio Management

                          Service Strategy


                 Define                 •Services
                                        •Business cases

                 Analyze                •Value proposition
                                         Prioritization
                                        •Prioritization

                 Approve
                                        •Change proposal                                       Change
                                        •Authorization                                       Management
                                                                                             M        t
                 Charter
                                        •Communication                                         Project
                                        •Resource allocation                                 Management
                 © Crown copyright 2011. Reproduced under license from the Cabinet Office.

© ITSM Academy                                                                    11
Business Relationship Management (BRM)
        Purpose and Scope

                     BRM’s purpose is two-fold
                      Establish and maintain a business
                       relationship between service
                       provider and customer
                      Identify customer needs and
                       ensure service provider is able to
                       meet those needs
           The scope of BRM focuses on the relationship between the service
           provider and its customers and the customers’ level of satisfaction.
           Other processes focus on the services themselves and the extent to
                 p
                        which they meet the stated requirements.

© ITSM Academy                              12                     ITIL Text - SS 4.5.1, 4.5.2
BRM/Service Level Management (SLM) Differences


                           BRM                                                        SLM
         • Establish and maintain business               • Negotiate service level agreements
           relationship                                    (warranty terms) with customers
         • Identify customer needs (utility and          • Ensure all SM processes, operational level
           warranty)
                   t )                                     agreements and contracts are
                                                                      t   d    t t
         • Ensure service provider can meet needs          appropriate for the agreed service level
                                                           targets
         Focus                                           Focus
         • Strategic and tactical                        • Tactical and operational

         Primary measure                                 Primary measure
         • Customer satisfaction (including              • Achieving agreed levels of service (which
           willingness to recommend service to             leads to customer satisfaction)
           others)
                                                               © Crown copyright 2011. Reproduced under license from the Cabinet Office.


     BRM is the primary process for strategic communication with customers for
       all service provider departments, including application development.
© ITSM Academy                                      13                               ITIL Text - SS 4.5.2, SD 4.3.2.1
Service Design
                 S i D i




© ITSM Academy
Service Design Updates


                        Improved consistency relative
                         to the five aspects of Service
                         Design
                        Refined descriptions of the
                         Service Catalog and
                         associated statuses
                        N process
                         New



© ITSM Academy              15
Service Design Processes

        Service Strategy              Service Design          Service Transition    Service Operation


                                             Service Design
                                             Design Coordination
             Continu Service




                                        Service Catalog Management
                   ovement




                                         Service Level Management
                                                                                           Service Portfolio
                                          Availability Management
                   ual
               Impro




                                           Capacity Management                             Service Catalog
                                     IT Service Continuity Management
                                     Information Security Management
                                                         y
                                            Supplier Management


                               Business/               Service
                                                                               Suppliers
                               Customers               Provider

© ITSM Academy                                           16
Design Coordination (1)

      Design Coordination ensures Service Design goals and objectives
      are met by providing and maintaining a single point of coordination
          and control for all activities and processes within the stage.
            d     t lf     ll ti iti       d            ithi th t

          Scope includes
                  new or changed service solutions that are being
                 All
                  designed for transition into (or out of) the live
                  environment
          Most activities will focus on design efforts that are
                 Part of a project
                 Associated with changes of a defined type (e.g., major
                  changes)
             Each organization defines the criteria that will determine the level
               of rigor to be applied in Design Coordination for each design.
© ITSM Academy                                17                     ITIL Text - SD 4.1.1, 4.1.2
© ITSM Academy
                 © Crown copyright 2011. Reproduced under license from the Cabinet Office.
                                                                         e




18
                                                                                             Design Coordination (2)
Service Transition
                 S i T        iti




© ITSM Academy
Service Transition Updates

          Change Management
                  Refined flowchart
                  Refined description of change proposals
          Improved descriptions
                  Configuration item
                  Configuration management system
                  Service knowledge management system
          Evaluation renamed to Change Evaluation
          High-level process flow added to Release and
           Deployment M
           D l          Management
          Additional language regarding Service Asset
           Management
                 g

© ITSM Academy                             20
Service Transition Processes

        Service Strategy             Service Design          Service Transition    Service Operation


                                           Service Transition

                                      Transition Planning and Support
             Continu Service
                   ovement




                                           Change Management
                                   Service Asset and Configuration Mgmt                   Service Portfolio
                   ual
               Impro




                                             Change Evaluation
                                       Service Validation and Testing                     Service Catalog
                                   Release and Deployment Management
                                          Knowledge Management


                               Business/              Service
                                                                              Suppliers
                               Customers              Provider

© ITSM Academy                                          21
Service Operation
                 S i O        ti




© ITSM Academy
Service Operation Updates

          Refined process flows
          N process flows
           New         fl
                  Access Management
                  Request Fulfillment
          Improved descriptions
                  Service requests
                  Request models
                  Event filtering and correlation
          P
           Procedure added for incident matching
                 d       dd d f    d         h
          Additional problem analysis techniques
          Cl ifi ti regarding A li ti M
           Clarification      di Application Management and
                                                      t d
           Application Development
© ITSM Academy                               23
Service Operation Processes

      Service Strategy               Service Design          Service Transition    Service Operation


                                           Service Operation
                                               Event Management
             Continu Service




                                              Incident Management
                   ovement




                                             Problem Management
                                               Request Fulfillment                        Service Portfolio
                   ual
               Impro




                                               Access Management
                                              Service Desk Function                       Service Catalog
                                         Technical Management Function
                                       Application Management Function
                                      IT Operations Management Function


                               Business/              Service
                                                                              Suppliers
                               Customers              Provider

© ITSM Academy                                          24
Continual S i Improvement
                 C ti l Service I        t




© ITSM Academy
CSI Updates

                       Refinements to Seven-step
                        Improvement process
                       CSI Model renamed CSI Approach
                       New concept – CSI Register
                        Database or structured document used
                         to record and manage improvement
                         opportunities throughout their lifecycle
                       S i measurement and reporting
                        Service             t d   ti
                        represented as principles


© ITSM Academy                   26
CSI Processes

      Service Strategy               Service Design          Service Transition    Service Operation


                                           Service Operation
             Continu Service
                   ovement




                                                                                          Service Portfolio
                                       Seven-step Improvement
                   ual
               Impro




                                                                                          Service Catalog




                               Business/              Service
                                                                              Suppliers
                               Customers              Provider

© ITSM Academy                                          27
Want to Learn More?

                                                                Master

                                                                                                     Certified Process
                   ISO/IEC 20000                                 ITIL                                Design Engineer
                     Foundation                                 Expert                                    (CPDE)
                 Complementary Course
                                                                              5 credits             Complementary Course
                         1 credit                                                                       1.5 credits
                                                Managing Across the Lifecycle (MALC)



                 3 credits each                                                                       4 credits each
                                                          CSI              Service Offerings and Agreement (SOA)
                                                  SO
                                           ST
                                    SD                                      Release, Control and Validation (RCV)
                    SS

                                                                         Planning, Protection and Optimization (PPO)

                                                                           Operational Support and Analysis (OSA)

                                    Lifecycle Stream                                 Capability Stream
                                                            2 credits                              © ITSM Academy 2008

                                                          V3 F
                                                             Foundation
                                                                 d ti



© ITSM Academy                                                     28
Questions?




© ITSM Academy       29
ITSM Academy Affiliates




© ITSM Academy                30
Visible OPS
                                                                             Certified Process
                From Help Desk to                                         Design Engineer (CPDE)                                             ITIL SOA
                   Service Desk
                                                                                                                                      ITIL PPO
                             Defining Your
                             Service Catalog                                                                               ITIL RCV

     ITIL Service Strategy               ITIL Managing Across                                                      ITIL OSA
                                          the Lifecycle (MALC)
         ITIL Service Design
                                                                                                                                 Service Transition
            ITIL Service Transition                                                                                                  Overview
                ITIL Service Operation
                                                                                                                               Service Operation
                        ITIL Continual                                                                                             Overview
                    Service Improvement




    Assigning Dynamic Roles                                                                                                                         ITIL
      and Responsibilities                                                                                                                       Foundation

                                                                                                                                        ISO/IEC 20000
                             Apollo 13 Simulation                                                                                         Foundation

                                                                                                                                MOF
                                                                                                                              Foundation
             ITIL Executive Overview
                                                                                                        Customer Service
                                               ITSM                                                        Excellence
                                                                                                                                           ITIL O
                                                                                                                                                Overview
                                                                                                                                                     i
                                          Leadership Skills
                                                                                              Building Blocks of
                                                                                               Process Design
                                                                                                                              ISO/IEC 20000 Overview
Solid colored boxes represent accredited certification courses.
Grey boxes represent non-certification courses including workshops and simulations.
IT Service Management Professional
        (ITSMP) Diplomas

   ITSM Academy is Licensed by the
      Commission for Independent
   Education, Florida Department of
    Education, offering occupational
           ITSMP® Diplomas.

       On our website, this symbol



 indicates courses which accrue clock
     hours toward a Diploma as:
                Change Manager 
                Support Manager 
            Service Level Manager 


© ITSM Academy                          32

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ITIL 2011 Explained

  • 1. Welcome! Wl ! ITIL 2011 Explained E plained Donna Knapp Curriculum Development Manager p g ITSM Academy © ITSM Academy
  • 2. About ITSM Academy  Accredited Education  Since 2003 - Tens of Thousands  Certified Process Design Engineer (CPDE) Trained and Certified  ITIL® Foundation  ITSM Professional Diplomas  Change/Support/SLM  ITIL Capability (OSA|PPO|RCV|SOA)  Public Classes throughout U.S.  ITIL Lifec cle (SS|SD|ST|SO|CSI) Lifecycle  Corporate On-Site Classes  ITIL Managing Across the Lifecycle (MALC)  Virtual Classes  ITIL Service Manager Bridge  Courseware Licensing  ISO/IEC 20000 Foundation /  Corporate & Partner (GEM)  MOF Foundation  Alumni Program  Practical, Value-Add Workshops p  PMI Global Education Provider  ITSM Leadership  Federal Government (GSA)  ITIL, MOF, ISO 20K Overviews Contractor  Apollo 13, Visible Ops: The Class 13  Certified Woman-Owned Woman Owned  And more! ITIL® is a Registered Trade Mark of the Cabinet Office in the United Kingdom and other countries © ITSM Academy 2 Welcome!
  • 3. Agenda A d  Scope and benefits of the ITIL 2011 updates  Key changes to each book  High-level overview of new processes Thanks for joining us today. Please use the chat feature to send in your questions. © ITSM Academy
  • 4. ITIL® 2011 © ITSM Academy ITIL® is a Registered Trade Mark of the Cabinet Office.
  • 5. Scope and Benefits of the ITIL 2011 Updates  Resolve any errors or inconsistencies  Address issues raised in the Change Control Log  Address feedback from the training community  Make the Service Strategy publication more accessible bl bl Find additional information and the official ITIL 2011 glossary at itil-officialsite.com. © ITSM Academy 5
  • 6. Global Changes  Chapters 1 and 2 refined Process Template  Purpose and objectives  All processes reflect a  Scope consistent template p  Value to business  Policies, principle and basic concepts  Figures refined and  Process activities, methods and explained techniques  Triggers, i Ti inputs, outputs and d  Roles refined and interfaces generic roles added  Information management  y Critical success factors and key  Improved linkages from performance indicators book to book  Challenges and risks  Glossary matches text y © ITSM Academy 6
  • 7. Service Strategy S i St t © ITSM Academy
  • 8. Service Strategy Updates  More examples!  More detailed guidance Business strategy and IT strategy  Strategy assessment, generation and execution Governance Cloud computing Organizational structure  References to Product Manager changed to Service Owner  New/refined processes © ITSM Academy 8
  • 9. Service Strategy Processes Service Strategy Service Design Service Transition Service Operation Service Strategy Continu Service Strategy Mgmt for IT Services ovement Service Portfolio Mgmt Service Portfolio ual Financial Mgmt Fi i lM Impro Service Catalog Demand Mgmt Business Relationship Mgmt Business/ Service Suppliers Customers Provider © ITSM Academy 9
  • 10. Strategy Management for IT Services Strategy Management defines and maintains an organization’s perspective, position, plans and patterns with regard to its services and the management of those services.  Perspective – vision and mission  Position – relative to its customers and other service providers  Plans – IT strategy service strategy, management strategy, service strategy  P tt Patterns – H th organization How the i ti translates strategic plans into tactical and operational plans © ITSM Academy 10 ITIL Text - SS 4.1.1
  • 11. Service Portfolio Management Service Strategy Define •Services •Business cases Analyze •Value proposition Prioritization •Prioritization Approve •Change proposal Change •Authorization Management M t Charter •Communication Project •Resource allocation Management © Crown copyright 2011. Reproduced under license from the Cabinet Office. © ITSM Academy 11
  • 12. Business Relationship Management (BRM) Purpose and Scope BRM’s purpose is two-fold  Establish and maintain a business relationship between service provider and customer  Identify customer needs and ensure service provider is able to meet those needs The scope of BRM focuses on the relationship between the service provider and its customers and the customers’ level of satisfaction. Other processes focus on the services themselves and the extent to p which they meet the stated requirements. © ITSM Academy 12 ITIL Text - SS 4.5.1, 4.5.2
  • 13. BRM/Service Level Management (SLM) Differences BRM SLM • Establish and maintain business • Negotiate service level agreements relationship (warranty terms) with customers • Identify customer needs (utility and • Ensure all SM processes, operational level warranty) t ) agreements and contracts are t d t t • Ensure service provider can meet needs appropriate for the agreed service level targets Focus Focus • Strategic and tactical • Tactical and operational Primary measure Primary measure • Customer satisfaction (including • Achieving agreed levels of service (which willingness to recommend service to leads to customer satisfaction) others) © Crown copyright 2011. Reproduced under license from the Cabinet Office. BRM is the primary process for strategic communication with customers for all service provider departments, including application development. © ITSM Academy 13 ITIL Text - SS 4.5.2, SD 4.3.2.1
  • 14. Service Design S i D i © ITSM Academy
  • 15. Service Design Updates  Improved consistency relative to the five aspects of Service Design  Refined descriptions of the Service Catalog and associated statuses  N process New © ITSM Academy 15
  • 16. Service Design Processes Service Strategy Service Design Service Transition Service Operation Service Design Design Coordination Continu Service Service Catalog Management ovement Service Level Management Service Portfolio Availability Management ual Impro Capacity Management Service Catalog IT Service Continuity Management Information Security Management y Supplier Management Business/ Service Suppliers Customers Provider © ITSM Academy 16
  • 17. Design Coordination (1) Design Coordination ensures Service Design goals and objectives are met by providing and maintaining a single point of coordination and control for all activities and processes within the stage. d t lf ll ti iti d ithi th t  Scope includes  new or changed service solutions that are being All designed for transition into (or out of) the live environment  Most activities will focus on design efforts that are Part of a project Associated with changes of a defined type (e.g., major changes) Each organization defines the criteria that will determine the level of rigor to be applied in Design Coordination for each design. © ITSM Academy 17 ITIL Text - SD 4.1.1, 4.1.2
  • 18. © ITSM Academy © Crown copyright 2011. Reproduced under license from the Cabinet Office. e 18 Design Coordination (2)
  • 19. Service Transition S i T iti © ITSM Academy
  • 20. Service Transition Updates  Change Management  Refined flowchart  Refined description of change proposals  Improved descriptions  Configuration item  Configuration management system  Service knowledge management system  Evaluation renamed to Change Evaluation  High-level process flow added to Release and Deployment M D l Management  Additional language regarding Service Asset Management g © ITSM Academy 20
  • 21. Service Transition Processes Service Strategy Service Design Service Transition Service Operation Service Transition Transition Planning and Support Continu Service ovement Change Management Service Asset and Configuration Mgmt Service Portfolio ual Impro Change Evaluation Service Validation and Testing Service Catalog Release and Deployment Management Knowledge Management Business/ Service Suppliers Customers Provider © ITSM Academy 21
  • 22. Service Operation S i O ti © ITSM Academy
  • 23. Service Operation Updates  Refined process flows  N process flows New fl  Access Management  Request Fulfillment  Improved descriptions  Service requests  Request models  Event filtering and correlation  P Procedure added for incident matching d dd d f d h  Additional problem analysis techniques  Cl ifi ti regarding A li ti M Clarification di Application Management and t d Application Development © ITSM Academy 23
  • 24. Service Operation Processes Service Strategy Service Design Service Transition Service Operation Service Operation Event Management Continu Service Incident Management ovement Problem Management Request Fulfillment Service Portfolio ual Impro Access Management Service Desk Function Service Catalog Technical Management Function Application Management Function IT Operations Management Function Business/ Service Suppliers Customers Provider © ITSM Academy 24
  • 25. Continual S i Improvement C ti l Service I t © ITSM Academy
  • 26. CSI Updates  Refinements to Seven-step Improvement process  CSI Model renamed CSI Approach  New concept – CSI Register Database or structured document used to record and manage improvement opportunities throughout their lifecycle  S i measurement and reporting Service t d ti represented as principles © ITSM Academy 26
  • 27. CSI Processes Service Strategy Service Design Service Transition Service Operation Service Operation Continu Service ovement Service Portfolio Seven-step Improvement ual Impro Service Catalog Business/ Service Suppliers Customers Provider © ITSM Academy 27
  • 28. Want to Learn More? Master Certified Process ISO/IEC 20000 ITIL Design Engineer Foundation Expert (CPDE) Complementary Course 5 credits Complementary Course 1 credit 1.5 credits Managing Across the Lifecycle (MALC) 3 credits each 4 credits each CSI Service Offerings and Agreement (SOA) SO ST SD Release, Control and Validation (RCV) SS Planning, Protection and Optimization (PPO) Operational Support and Analysis (OSA) Lifecycle Stream Capability Stream 2 credits © ITSM Academy 2008 V3 F Foundation d ti © ITSM Academy 28
  • 30. ITSM Academy Affiliates © ITSM Academy 30
  • 31. Visible OPS Certified Process From Help Desk to Design Engineer (CPDE) ITIL SOA Service Desk ITIL PPO Defining Your Service Catalog ITIL RCV ITIL Service Strategy ITIL Managing Across ITIL OSA the Lifecycle (MALC) ITIL Service Design Service Transition ITIL Service Transition Overview ITIL Service Operation Service Operation ITIL Continual Overview Service Improvement Assigning Dynamic Roles ITIL and Responsibilities Foundation ISO/IEC 20000 Apollo 13 Simulation Foundation MOF Foundation ITIL Executive Overview Customer Service ITSM Excellence ITIL O Overview i Leadership Skills Building Blocks of Process Design ISO/IEC 20000 Overview Solid colored boxes represent accredited certification courses. Grey boxes represent non-certification courses including workshops and simulations.
  • 32. IT Service Management Professional (ITSMP) Diplomas ITSM Academy is Licensed by the Commission for Independent Education, Florida Department of Education, offering occupational ITSMP® Diplomas. On our website, this symbol indicates courses which accrue clock hours toward a Diploma as:  Change Manager   Support Manager   Service Level Manager  © ITSM Academy 32