Lead Strategic Decision Making With Service Portfolio Management
Ensure you are investing in high-value IT services with a well-managed service portfolio.
Onsite Workshop
Not managing the service portfolio leads to:
- IT and business leaders rushing to judgement when it comes to deciding the value of a service, and assessing solely on the basis of revenue and cost.
- Organizations not understanding the different ways that services provide value, especially in qualitative ways that are not easily articulated in numbers.
Optimizing the service portfolio leads to:
- Optimized IT investments
- Improved decision making
- Aligned services to strategic goal
- Established framework for value assessment
- Service orientation built
Module 1: Establish the Service Portfolio
The Purpose
- Establish and understand the service portfolio process by setting up the Service Portfolio Worksheet.
- Understand at a high level the steps involved in managing the service portfolio.
Key Benefits Achieved
- Adapt the Service Portfolio Worksheet to organizational needs and create a plan to begin documenting services in the worksheet.
Activities: | Outputs: | |
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1.1 | Review the Service Portfolio Worksheet. |
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1.2 | Adapt the Service Portfolio Worksheet. |
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Module 2: Develop a Value Assessment Framework
The Purpose
- Understand the need for a value assessment framework.
Key Benefits Achieved
- Identify the organizational context of value through a holistic look at business objectives.
- Leverage Info-Tech’s Value Assessment Tool to validate and determine service value.
Activities: | Outputs: | |
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2.1 | Understand value from business context. |
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2.2 | Determine the governing body. |
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2.3 | Assess culture and organizational structure. |
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2.4 | Complete the value assessment. |
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2.5 | Discuss value assessment score. |
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Module 3: Manage Intake and Assessment of Initiatives
The Purpose
- Create a centralized intake process to manage all new service ideas.
Key Benefits Achieved
- Encourage collaboration and innovation through a transparent, formal, and centralized service intake process.
Activities: | Outputs: | |
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3.1 | Review or design the service intake process. |
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3.2 | Review the Service Intake Form. |
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3.3 | Design a process to assess and transfer service ideas. |
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3.4 | Design a process to transfer completed services to the service catalog. |
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Module 4: Assess Active Services
The Purpose
- Continuously validate the value of existing services.
Key Benefits Achieved
- Ensure services are still providing the expected outcome.
- Clear next steps for services based on value.
Activities: | Outputs: | |
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4.1 | Discuss/review management of active services. |
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4.2 | Complete value assessment for an active service. |
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4.3 | Determine service value and usage. |
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4.4 | Determine the next step for the service. |
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4.5 | Document the decision regarding the service outcome. |
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Module 5: Manage and Communicate Your Service Portfolio
The Purpose
- Communicate and implement the service portfolio within the organization.
Key Benefits Achieved
- Obtain buy-ins for the process.
- Create a mechanism to identify changes within the organization and to seek out continuous improvement opportunities for the service portfolio management process and procedures.
Activities: | Outputs: | |
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5.1 | Create a communication plan for service portfolio and value assessment. |
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5.2 | Create a communication plan for service intake. |
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5.3 | Create a procedure to continuously validate the process. |
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