Saturday, 17 December 2011

Well, I see it has been a little while since I posted here (other projects has been consuming so much time) and so much has been happening in my life. I left my full time job to become self employed and I am now making a living just from my web activities. My main site is White Dove Books. It is a personal development website that I have been working on for the past 7 years.

However, recently, I was asked by me previous company to teach their new ITIL Foundation course. As I am still in what I think of as a transition period, I was happy to agree. It was also interesting for me to see the changes between what we have hitherto been calling ITIL V3 and the current version, which is now officially ITIL 2011. So I thought I would make a quick post here to outline the differences.

Firstly, the changes are all minor. There are two 'new' processes: Design Coordination and Business Relationship Management. I say 'new' because they were not named as processes previously, but they were both already present in the V3 books. Other than that and a quick once over, with the intention of correcting the mistakes - some of the most glaring ought to have been very embarrassing for the authors and publishers alike - the most changed book is Service Strategy.

None of the concepts have changed at all, but many people struggled (myself included) with the Service Strategy volume. By the way, despite the way it was written, it was still my favourite book in the series. For me, it was the most useful publication and I genuinely think if I had understood some of the things in it sooner, I might have been further forward in my web business by now. Still, it needed an update and I am glad to see that it has now been completed.

So, we now have 28 Processes Officially:

Service Strategy - 5 Processes
Strategy Generation
Financial Management
Service Portfolio Management
Demand Management
Business Relationship Management

Service Design - 8 Processes
Design Coordination
Capacity Management
Information Security Management
Availability Management
Service Catalogue Management
IT Service Continuity Management (ITSCM)
Service Level Management
Sujpplier Management

Service Transition - 7 Processes
Transition Planning
Release and Deployment Management
Service Evaluation
Service Validation
Service Asset and Configuration Management
Change Management
Knowledge Management

Service Operation - 5 Processes
Incident Management
Problem Management
Request Fulfillment
Event Management
Access Management

Continual Service Improvement - 3 Processes
The 7 Step Improvement Process
Service Measurement
Service Reporting

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posted by The White Dove Partnership @ 23:34 0 comments

Saturday, 12 June 2010

The ITIL Foundation Exam is the first hurdle to overcome on your way to the ITIL Expert Qualification. It is worth 2 of the 22 points you need in order to gain the 'Expert' qualification and status. In this series of articles, we will be looking at how you can pass your foundation exam.

Here are the essential facts about the exam itself:
  • 1 Hour Duration
  • 40 Questions
  • Multiple Choice
  • Externally Invigilated
  • Pass Mark is 26 Correct Answers (65%)
The official Foundation Syllabus can be accessed right here ... ITIL V3 Foundation Syllabus

The syllabus provides us with a good starting point for addressing the question of how you are going to pass that exam. You can use it as a reference for study of course; and that, indeed, is a good place for you to start. Try to get your hands of a copy of the ITIL Core Reference books and use the Syllabus as a guide to the sections you need to read.

If you need to get a copy of the ITIL books, here's the best place. They are not cheap, but they are pretty essential if you are going to get serious about learning ITIL ...



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posted by The White Dove Partnership @ 01:21 0 comments

Friday, 18 September 2009


"It is not necessary to change. Survival is
not mandatory" - W Edwards Deming
Introducing Service Management into an organisation need not be viewed as the huge project that many people seem to think it must necessarily entail. In fact, a good way of going about the task is to think of it as a Service Improvement Programme or a Continual Service Improvement Programme (CSIP).

Most organisations considering implementing Service Management already have several, or perhaps many of the ITIL processes in place. For example, it is difficult to see how an IT department could serve its customers without having at least something that approximates to a Service Desk and, at very least, an Incident Management process, no matter how immature, already in place. Similarly, the existing IT staff will already be using a toolset that provides some kind of mechanism for recording, tracking and closing incidents.

So, in many ways, the organisation will already be engaged in Service Management to some extent - even if it is a very limited implementation. The Service Improvement Programme approach, then, is not only a valid option, but a sensible one. The operation can utilise the Continual Service Improvement (CSI) approach to get from its current state to its desired future state.

Here are the steps:

* Where are we Now?
* Where do we Want to Be?
* How will we Get There?
* How will we know we have Arrived?

Those four simple steps are the steps of a Service Improvement Programme. An organisation with just a Service Desk and Incident Management process in place might elect to focus on introducing Problem Management, for example; or perhaps, simply improving their existing Incident Management process. This can be properly planned, executed and bedded-in before considering what to do next.

Continuing in this manner, using cycles of improvement, you effectively have a Continuous Service Improvement Programme. ITIL has value for the organisation since it provides the overarching, grand vision to which these cycles of improvement will be working. This approach can be very powerful. You don't have the potential disruption and other challenges associated with managing a larger-scale project and over the course of time, you can achieve significant improvement.

In adopting this approach, after each individual cycle (programme), you would stop and take steps to consolidate your position before eventually deciding to move-on. This means ensuring that the improvements are driven deeply into the working methods of the people who are responsible for your service provision. It is better to do one cycle of improvement well than to attempt to implement a whole raft of changes and, as a consequence, end-up doing them all poorly.

Let's take a look at each of the steps of a Service Improvement Programme:


Where are we Now?

This step involves the activity usually known as 'baselining'. The idea is to take some kind of measurement of your current position. If you wanted to improve Incident Management, for example, you might use one of the process maturity measurement frameworks, such as CMMI (Capability Maturity Model Integration), to assess the current level of maturity of your existing process. Alternatively, the baselining step might simply involve taking some simple measurements such as the number, or percentage, of incidents correctly classified at first point of contact. The idea is to take a measurement (or measurements) that can be later used to prove that an improvement did indeed result.


Where do we Want to Be?

This involves setting a specific, measurable goal for the improvement programme. Remember the SMART acronym? Goals should be:

S - SpecificM - MeasureableA - Achievable
R - RealisticT - Timetabled

For example, you might have a goal to improve the number of incidents correctly classified from the existing 50% to a desired 80% (just an example) within the next one month period. Notice how that goal is (SMART).


How do we Get There?

Generate a plan for the introduction of the improvement - whatever it is. This plan should contain everything necessary to get the change successfully implemented. If your organisation already has Change Management in place, for example, it would include the RFCs (Requests for Change) necessary to introduce the change initiative. If your operation does not yet have formal Change Management in place, then the plan would make use of existing internal processes for introducing change.


How will we know we've Arrived?

This is again down to measurement. If your goal had been to improve Incident Management, for example, then perhaps you might expect to see some of the following measureable outcomes:

* Increased Customer Satisfaction
* Better Classification of Incidents at First Point of Contact
* Quicker & More Accurate Escalation of Incidents
* Reduced Time-to-Fix/Respond to Incidents

If you already have Problem Management in place, then additional measureable outcomes might include:

* Better use of KEDB (Known Error Database)
* Reduced Impact of Incidents Using Workarounds
* Better Handling of Major Incidents
* Improved Identification of Problems at the Service Desk

The above items can all be measured and could all be a part of the initial baselining step (Where are we Now?). They can then be compared to the new measurements taken after the improvement initiative.


Which Improvements to Target

Using the above approach, significant improvement can be made over the course of time with minimum disruption to Business-as-Usual operation. The challenge is to choose the improvements that will deliver the most benefits. Of course, getting a few quick-wins is a very useful approach that will help to gain buy-in from those most-affected by the changes. So this should always be taken into account when prioritising improvement initiatives.

A Particular challenge for many organisations is the matter of Configuration Management. A lot of organisations are not doing it, at present, or are not doing it well. A good CMS (Configuration Management System) with a strong process well-integrated with Change and Release Management processes is right at the heart of effective Service Operations. Getting these things right can lead to huge benefits to the business in terms of cost-savings realised from minimised disruption from necessary change.

In addition, a good Service Catalogue properly integrated within a Portfolio of services will help to get everyone in IT into the Service Management mindset i.e. that IT's job is that of providing services to the business; rather than just keeping the infrastructure working. Good tools can help to get these things right but it is important to choose tools that work the way you want.


Will we Ever Finish Implementing Service Management?

Perhaps the best answer to this is - no!

These days, Service Management is seen much more as a dynamic entity. There will always be changes to cope with; and we will always be finding better ways of dealing with that change. We will always be adapting our thinking as well as our working methods and tools, so Service Management is always likely to be a journey; and not a destination.

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posted by The White Dove Partnership @ 00:46 0 comments

Thursday, 17 September 2009


“Stakeholder engagement has been floating around like the spice of good cooking from next door, and the sense has been that if we all could share some of that spice, everything would be better. But there's been no recipe for doing it and doing it well.” - Mark Lee
Organisations looking to introduce Service Management based on ITIL will want to be sure that it is the right thing to do. Sometimes, the IT department will be convinced of the benefits of pursuing an ITIL approach, but it is then left with the task of convincing the Business. So how should this issue be tackled. That's the subject of this lesson.

It is useful to bear in mind the goals of ITIL which are broadly threefold:

* Improve the Quality of Services Offered
* Reduce Associated Costs
* Improve Alignment between IT and the Business

The above goals are indeed also the promised benefits of Service Management; and it is easy to see where some of those benefits will come from. For example, if better Change and/or Release Management results in more change projects that work first time, then that translates directly into reduced downtime and therefore cost savings for the business. Similarly, if understanding the business requirements is a key to delivering better quality services, then it is easy to see how implementing Service Level Management (responsible for that dialogue) would help in this respect. It is also easy to see how Service Portfolio Management, which effectively manages the Service Pipeline (possible future services), leads to closer alignment between IT and the business.

Sometimes, the above considerations are alone sufficient reason to consider adopting Service Management. For those requiring a more detailed analysis of the benefits of Service Management, here's how to go about making a Business Case.


Making a Proper Business Case

The first things to consider in the preparation of a Business Case are the benefits that an organisation can expect from implementing Service Management. A good way of looking at this is to consider each of the phases of the V3 Service Lifecycle because each individual phase delivers tangible benefits to the Business.


Value to the Business of Service Strategy

• Better Alignment of IT and the Business
• Ensures The Right Services are Offered in the Catalogue
• Proactively Managing Demand for Services
• Develops Service Management as a Strategic Asset of the Business
• Proper Business Case for New Services


Value to the Business of Service Design

• Reduced Total Cost of Ownership (TCO) through better design
• Improved Quality of Service through better design
• Improved Consistency of Service Delivery
• Easier Implementation of New/Changed Services
• Improved Service Alignment with changing business requirements


Value to the Business of Service Transition

• Ability to Adapt Quickly to Change
• Better Able to Cope with Mergers/De-Mergers
• Increased Success Rate for Changes
• Accurate Prediction of Service Levels
• Proper Understanding of Risk


Value to the Business of Service Operation

• Overcoming Operational Challenges
• Balancing Competing Internal and External Influences/Demands on IT
• Balancing Proactive and Reactive Activities
• Balancing Cost and Quality of Services
• Balancing a stable infrastructure and responding to operational change


Value to the Business of CSI

• Continual Improvements to Services and Service Levels
• Process Improvements
• Service Management Improvements

To build an effective Business Case, it may be possible to select a number of the above benefits and translate them into tangible benefits in terms of direct cost savings that would yield a proper Return on Investment (ROI). Less tangible benefits such as increased customer satisfaction, improved staff morale etc should also be factored into a good business case. Such factors are non-financial and, as such, they offer Value on Investment (VOI) rather than ROI.



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posted by The White Dove Partnership @ 01:27 0 comments

Tuesday, 1 September 2009

I thought it might be beneficial to put together an information sheet on ITIL. Here are some of the most frequently asked questions:

What Does the Acronym Stand for?

It stands for: Information Technology Infrastructure Library, but these days, it is not really relevant what the acronym stands for - ITIL is simply Documented Best Practice for Service Management. It is a Framework that organisations use as guidance for implementing Service Management.

What is Service Management?

Service Management began with organisations like banks and airlines wanting to improve their customer-experience. It is neither the management of the business nor the IT, but is concerned with the middle-ground. The business and IT must join-up somewhere. ITIL helps organisations to understand how IT underpins and/or integrates with the business.

Are there Other Methods of Doing Service Management?

Yes. Here are some of the main Frameworks:

• ITIL - IT Infrastructure Library
• COBIT - Control Objectives for IT
• MOF - Microsoft Operations Framework

Should We Implement ITIL?

Strictly, we don't implement ITIL; instead, we implement Service Management and ITIL provides a way to do that. As for whether or not your organisation should do it, you should conduct a proper analyse the proposal and produce a formal Business Case to properly answer the question.

Should we Implement Version 2 or Version 3?

Again, bearing in mind that we actually implement Service Management and that ITIL is simply guidance - not a methodology - you implement your own adaptation of the Service Management principles; you effectively 'adapt and adopt' the guidance. So both Versions 2 and 3 are relevant information sources. Also bear in mind that all of Version 2 exists within the V3 guidance.

How Should We Introduce Service Management?

There are definitely two approaches that you should consider: the project approach and the Continuous Service Improvement approach. The first approach includes running a proper project making use of project management principles such as PRINCE2. The second approach involves continually moving forward toward the vision provided by ITIL in little cycles of improvement. Each approach offers advantages over the other and both are completely valid.

What Training is Necessary?

Training needs will differ markedly from organisation to organisation, a formal Training Needs Analysis is the best way to determine who need to be trained on what. However, here is a simple, workable plan: You should identify the key players and list them into separate groups as follows:

Group -1 Awareness Training

Awareness Training is useful for anyone who needs a top-level, broad overview/understanding of ITIL, what it is and how it is used.

• Senior Management
• Roles tangential to or interfacing with IT (Procurement, HR, etc)

Group 2 - Foundation Level Training

Everyone involved in IT will need some Awareness Training at very least and should be encouraged to gain the Foundation Level qualification.

• Service Desk (Customer Facing)
• Technical Management (Infrastructure Specialists)
• Applications Management (Software Specialists)
• IT Operations Management (Operational Staff)

Group 3 - Intermediate Level (Capability) Training

Anyone with accountability for a Process (Owner/Manager Roles) should attend the relevant Capabilities (Practitioner Level) Training and achieve the relevant Qualification.

• Process Owners (Incident Manager, Problem Manager etc)
• Process Managers (As above)

Group 4 - Intermediate Level (Lifecycle) Training

Anyone with accountability for a Lifecycle Phase (Manager Roles) should attend the relevant Lifecycle (Practitioner Level) Training and achieve the relevant Qualification.

• Product Manager
• Service Design Manager
• Service Transition Manager
• IT Operations Manager
• CSI Manager

Group 5 - Senior IT Management

Senior Managers involved in the implementation and ongoing management of the Service Management project should achieve the ITIL Expert Qualification.

• Project Responsibility (Project/Programme Manager, CSI Manager)
• IT Director
• Senior IT Manager
• Departmental Heads
• Service Owners
• Service Managers

Of course, the above is just a little bit of guidance. You should naturally do what is right for you, however this plan does represent a good starting place for discussion.

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posted by The White Dove Partnership @ 05:12 0 comments

Thursday, 20 August 2009

The outer ring of the ITIL V3 Lifecycle emblem, which is displayed in our header graphic, shows the Complementary Publications and Web Support Services that has always been intended as additional supplementary guidance for the ITIL core publications. Recently, we had a chance to create a trial login at bestpracticelive.com in order to take a look at the service.

The first time I saw the site was at the ITsmf conference in Brighton just over 18 months ago. My first reaction was that it looked good, but when I learned of the price – I can’t remember now exactly how much it was because I mentally turned off when I heard the word ‘thousand’ . Clearly too much I remember thinking and pointing out too.

Since then, I was speaking with a representative of the site at the Service Desk Show in Earl’s Court and he told me the price had been substantially reduced. Now there’s a good example of Demand Management in action for you. You can now get an individual membership for a couple of hundred pounds, but a corporate membership is still – you guessed it – thousands!

Now then, to the point of this post: is it worth investing. Well, of course, it could be, but that’s up to you to decide for yourself. From what I can see, the site is still very-much a work in progress. For example, when I reviewed it, there was very little if anything in the section on Roles. Just the front-end appeared to be there. Whenever I clicked on a specific Role, it said the detail was ‘coming soon’.

Similarly, the section on Principles appeared to need fleshing out a bit though the section on Processes was pretty good I thought. However, I have to say that if I had paid for access, I would have been very disappointed with the site in its present state.

The idea itself is certainly very good. Let’s face it, being able to access White Papers, Templates and the like is exactly what any serious practitioner needs when they start with ITIL and the whole business of implementing Service Management in the real world. But come-on TSO, you need to pull your finger out if you want this thing to really take off.

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posted by The White Dove Partnership @ 08:54 0 comments

Will Edwards
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