Lead Strategic Decision Making With Service Portfolio Management
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:
1.1
Review the Service Portfolio Worksheet.
Knowledge about the use of the Service Portfolio Worksheet.
1.2
Adapt the Service Portfolio Worksheet.
Adapt the worksheet to reflect organizational needs and structure.
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:
2.1
Understand value from business context.
Alignment on value context.
2.2
Determine the governing body.
Clear roles and responsibilities established.
2.3
Assess culture and organizational structure.
Ensure there is a supportive organizational structure and culture in place.
2.4
Complete the value assessment.
Understand how to complete the value assessment and obtain a value score for selected services.
2.5
Discuss value assessment score.
Understand how to interpret the service value score.
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:
3.1
Review or design the service intake process.
Create a centralized process for service intake.
3.2
Review the Service Intake Form.
Complete the Service Intake Form for a specific initiative.
3.3
Design a process to assess and transfer service ideas.
Have a process designed to transfer approved projects to the PMO.
3.4
Design a process to transfer completed services to the service catalog.
Have a process designed for transferring of completed services to the service catalog.
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:
4.1
Discuss/review management of active services.
Understand how active services must be assessed throughout their lifecycles.
4.2
Complete value assessment for an active service.
Understand how to assess an existing service.
4.3
Determine service value and usage.
Place the service on the 2x2 matrix based on value and usage.
4.4
Determine the next step for the service.
Understand the appropriate next steps for services based on value.
4.5
Document the decision regarding the service outcome.
Formally document the steps for each of the IRMR options.
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:
5.1
Create a communication plan for service portfolio and value assessment.
Document the target audience, the message, and how the message should be communicated.
5.2
Create a communication plan for service intake.
Document techniques to encourage participation and promote participation from the organization.
5.3
Create a procedure to continuously validate the process.
Document the formal review process, including cycle, roles, and responsibilities.
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