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®
ITIL Version 3
   Highlights
   Geoff Harmer




        V1.5, Feb 2009
Copyright Notice

    ®
 ITIL is a registered Trade Mark and a Registered
 Community Trademark of the Office of Government
 Commerce (OGC) and is registered in the U.S. Patent
 and Trademark Office.
 Maat Consulting Ltd is always seeking improvements and
 welcomes comments on these materials to
 feedback@maatconsulting.com
Topics
 Approach
 New Books and online resources
 The Processes
 Training
   Native V3
   Bridge V2 to V3
V3 Approach
 Service lifecycle
 Business value
 IT Governance
 Compliance
 Audience-specific guidance
 Integrated process relationship maps
 Service strategies
Life Cycle Approach
V3 Core Books
 Service Strategy (SS)
 Service Design (SD)
 Service Transition (ST)
 Service Operation (SO)
 Continual Service Improvement (CSI)
                              ®
 Official Introduction to ITIL V3
®
ITIL V3 Resources
 Core Books – 6
 Complementary Guidance
 ITIL Live ®




                          More…
Core Book Formats
 Print
 One-time download - PDF
 eBook
 Online Annual Subscription




                              Already available
Complementary Guidance
 Pocket Guides
 Case Studies
 Templates
 Governance Aids
 Study Aids
 Some will be externally written & V3 branded



                                  Already available
ITIL Live ®
  Will be a “Paid-for subscription” service
  Case studies
  Templates
  Glossary
  Service Management Knowledge Centre
 (i.e. a forum)
  E-lerts
  Demo version available
 www.tso.co.uk/ITIL/interested.htm

                                     Already available
Other V3 Books -1
 “An Introductory Overview of ITIL V3”
    Published by itSMF, Nov 2007, 55pp
    Free from:
    www.best-management-practice.com/gempdf/itSMF_An_Introductory_Overview_of_ITIL_V3.pdf
 “Foundations of IT Service Management Based on ITIL V3”
    Published by Van Haren Publishing, Sep 2007, 360pp
    Available in English and Dutch
    Only covers ITIL V3 Foundation Exam topics
 “IT Service Management Based on ITIL V3 – A Pocket Guide”
    Published by Van Haren Publishing, Oct 2007, 167pp
    Available in English, Dutch, French (10/08), German, Italian, Japanese (1/09),
    Spanish
 “IT Service Management – An Introduction based on ISO20000 and
 ITIL V3”
    Published by Van Haren Publishing, May 2007, 512pp
Other V3 Books - 2
 “Passing Your ITIL Foundation Exam – The Official Study Guide”
    Published by OGC, Nov 2007
    172pp
 “Building an ITIL based Service Management Department”
    Author: Malcolm Fry; 110 pp
    V3 and V2 covered
    Published by OGC, June 2008
 “ITIL Lifecycle Approach based on ITIL V3 Suite” (5 vols.)
    Titles are:
         Service Strategy based on ITIL V3, 165pp
         Service Design based on ITIL V3, 165pp
         Service Transition based on ITIL V3,171pp
         Service Operation based on ITIL V3, 173pp
         Continual Service Improvement based on ITIL V3, 145pp
    Published by Van Haren Publishing, 2008 in English, Dutch (10/08), French
    (12/08), German, Spanish (09/08)
Other ITIL Books -3
 “Key Elements Guide Suite” (5 vols.)
    Titles are:
        Key Elements Guide Service Strategy
        Key Elements Guide Service Design
        Key Elements Guide Service Transition
        Key Elements Guide Service Operation
        Ket Elements Guide Continual Service Improvement
    Published by OGC, March 2008
 “ITIL V3 Foundation Handbook”
    Revision guide for ITIL V3 Foundation Exam
    Pocket resource, published jointly by TSO and itSMF, November 2008
 “ITIL V3 Foundation Exam- The Study Guide”
    230 pages in pocket format
    ITSM Library series published by Van Haren Publishing, November 2008
How different is V3?
                                                            New
                              70%   40%   40%   30%   70%
                                          ST          CSI
                              SS    SD          SO
Used
           Service Support
70%

           Service Delivery
70%

       ICT Infrastruct. Mgt
40%

            Application Mgt
40%
        Software Asset Mgt
30%
       Business Perspective
40%
20% Security Management

70% Planning to Implement SM
ITIL® V3 & ITIL® V2 - Processes

ITIL Version 2
                       Support & Delivery         “Lost processes” in
                           Processes               other ITIL books


            Services



ITIL Version 3                      Increased number of
                                       Core processes

                         Expanded with “light-blue”
                                                          New V3 processes
                         and “light-red” processes


            Services
V3 - Processes & Service Lifecycle
                              Increased number of
                                 Core processes



            Services




            Strategy

             Design
 Service
            Transition
Lifecycle
            Operation
                         7-Step Improvement Process
               CSI
ITIL V3 Processes
   ®


                                                           ITIL Book
                                              SS          SD      ST      SO       CSI
            ITIL Process
   Event Management
   Incident Management
   Request Fulfilment
   Problem Management
   Access Management
   Change Management




                                                                                   ITIL ® is © Office of Government Commerce (OGC)
   Service Asset & Configuration Mgt.
   Knowledge Management
   Transition Planning & Support




                                                                                   Diagram © 2007 Maat Consulting Ltd
   Service Validation & Testing
   Release & Deployment Management
   Evaluation




                                                                                   Version 2.2, 20 June 2007
   Service Portfolio Management
   Service Catalogue Management
   Service Level Management
   Availability Management
   Capacity Management
   Demand Management
   Service Continuity Management
   IT Financial Management
   Information Security Management
   Supplier Management
   Strategy Generation
   7-Step Service Improvement

                     Blue Font: ITIL V2 Service Support Process
             Key:                                                      Major coverage
                     Red Font: ITIL V2 Service Delivery Process
“New” ITIL V3 Processes
                ®




                         Service Portfolio
 Event Management
                         Management
 Request Fulfilment
                         Service Catalogue
 Access Management
                         Management
 Knowledge Management    Demand Management
 Transition Planning &   Information Security
 Support                 Management
 Service Validation &    Supplier Management
 Testing                 Strategy Generation
 Evaluation              7-step Continual
                         Improvement
V3 Foundation Exam Question
     How many processes are defined in ITIL® V3 ?
              A. IT Service Management Institute (June 2007)
A.   20
                 http://itsmi.wordpress.com
B.   24       B. Chief Architect pre-launch slide
C.   25       C. IT Skeptic www.itskeptic.com (June 2007)
              D. itSMF: An Introductory Overview of ITIL V3.
D.   26
                 p. 41 (Nov 2007)
E.   27       E. HP’s V3 authors (May 2007)
                 http://h71028.www7.hp.com/ERC/downloads
                 /4AA1-729ENW.pdf
              and Official Introduction: Fig 10.6 (Sep 2007)
A few of the changes
  Service Knowledge Management System
 (SKMS)
  Configuration Management System (CMS)
  Service Catalogue increases in importance
  New names – same idea
    Definitive Media Library (DML) - old DSL
    Emergency Change Advisory Board (ECAB)
       old CAB/EC
    Service Failure Analysis (SFA) – old SOA
A few other changes
 ROI in detail
   Net present value (NPV) approach
 Highly prescriptive Change Management – gone
 ISO 27002 Information Security Management
    (summarised in 8 pages)
Clarity introduced – an example
 7 Rs of Change Management assessment
   Who RAISED?
   What REASON?
   What RETURN expected?
   What RISKS?
   What RESOURCES?
   Who is RESPONSIBLE for build, test &
  implementation?
   What is RELATIONSHIP with other changes?
Native V3 Qualifications
                                                     Operational Support & Analysis (OSA)
                                                     Release, Control & Validation (RCV)
                                                     Planning, Protection & Optimisation (PPO)
                                         Advanced    Service Offerings & Agreements (SOA)
                                          Level

 A minimum of 23 days
                                 ITIL “Expert”
 training is required to
 gain the ITIL “Expert”            Achieved
 qualification
                         Minimum 22 Credits to gain “Expert”

                         Managing Across the Lifecycle
                5                                                          5 days
                                 Minimum 17 credits
                 3     3    3     3  3           4   4   4   4             5 days
     3 days
                SS    SD    ST   SO CSI         OSA RCV PPO SOA             each
      each
                     Lifecycle Modules              Capability Modules
                                 Mixture permitted
                 2         ITIL V3 Foundation Certificate       3 days
V3 Courses: Foundation Level
 V3 Foundation Course
   Available since June 2007
   3 days
   40 Question multi-choice exam – Pass mark 65%




                                    Already available
V3 Courses: Intermediate Level
                                       Lifecycle Stream
  Capability Stream
                                          “Book-based”
   Like V2 Practitioner
   Clusters but broader                   Service Strategy (SS)
   Operational Support and                Service Design (SD)
   Analysis (OSA)                         Service Transition (ST)
   Release, Control &                     Service Operation (SO)
   Validation (RCV)
                                          Continual Service
   Planning, Protection &                 Improvement (CSI)
   Optimisation (PPO)
   Service Offerings &
                                      Managing through the
   Agreements (SOA)
                                      Lifecycle
                                                 Already available
                  All have Multi-choice exams
V3 Intermediate Exams
 Multiple choice exam at end of course (90 mins)
 8 questions
 Gradient scoring with 4 answers
   Fully correct answer: 5 marks
   Partially correct answer: 3 marks
   Least correct answer: 1 marks
   Incorrect answer: 0 marks
 Pass Mark: 32 out of 40 (70%)
Capability Stream Course Content
OSA                    RCV                    PPO                       SOA
Event Management       Change Management      Availability Management   Service Portfolio
                                                                        Management
Incident Management    Service Release &      Capacity Management       Service Level
                       Deployment Mgt.                                  Management
Request Fulfilment     Service Validation &   IT Service Continuity     Service Catalogue
                       Testing                Management                Management
Problem Management     Service Asset &        Demand Management         Demand Management
                       Configuration Mgt.
Access Management      Knowledge Management   Risk Management           Supplier Management

Service Desk           Request Fulfilment     Information Security      Financial Management
                                              Management
Technical Management   Service Evaluation
IT Operations Mgt.
Applications Mgt.
Bridging V2-V3 Qualifications
                                             Advanced
                                              Level

 4                                                                           V3 Managers
     V3 Managers
                                      ITIL “Expert”
days                                                                            Bridge
        Bridge
                                        Achieved                                  5
          5
                           Minimum 22 Credits to gain “Expert”
                             Managing Across the Lifecycle
                    5                                                           Min. 12
     V2 Managers
                                     Minimum 17 credits
      Certificate
                                                                                3.5     2
                     3     3    3     3  3           4   4   4   4
         17
                                     SO CSI
                    SS    SD    ST                  OSA RCV PPO SOA
                                                                                V2      V2
                         Lifecycle Modules              Capability Modules     Pract. Pract.
                                                                               Clust. Single
                                     Mixture permitted
                    2          ITIL V3 Foundation Certificate 3 days           (x 4) (x 10)

                                 V3 Foundation Bridge         0.5
                                V2 Foundation Certificate 1.5
V2-V3 Bridging Courses
 V2-V3 Foundation Bridge
 V2-V3 Manager Bridge
   Eligible only to:
      V2 Managers Certificate holders
      Holders of at least 12 credits from V2 Practitioner
     Certificates




                                                Already available
V2 “Sunset” Date?
 “When demand for V2 Exams drops”
 Year 07/08 (April 07 to May 08)
    ISEB reported V2 exam demand as:
       5% increase in V2 Foundation Certificate over previous year
      17% decrease in demand for V2 Managers Certificate
 Speculation is rife that ITIL Manager Exams
 may “sunset” in mid 2009.
More Information?
 Need advice, guidance, training or consultancy on:
    ITIL
    COBIT
    ISO 20000?

 Contact us at
  info@maatconsulting.com

 View free materials like this on our website
  www.maatconsulting.com
Education and Consultancy
   for IT Best Practices

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ITIL V3 Highlights

  • 1. ® ITIL Version 3 Highlights Geoff Harmer V1.5, Feb 2009
  • 2. Copyright Notice ® ITIL is a registered Trade Mark and a Registered Community Trademark of the Office of Government Commerce (OGC) and is registered in the U.S. Patent and Trademark Office. Maat Consulting Ltd is always seeking improvements and welcomes comments on these materials to feedback@maatconsulting.com
  • 3. Topics Approach New Books and online resources The Processes Training Native V3 Bridge V2 to V3
  • 4. V3 Approach Service lifecycle Business value IT Governance Compliance Audience-specific guidance Integrated process relationship maps Service strategies
  • 6. V3 Core Books Service Strategy (SS) Service Design (SD) Service Transition (ST) Service Operation (SO) Continual Service Improvement (CSI) ® Official Introduction to ITIL V3
  • 7. ® ITIL V3 Resources Core Books – 6 Complementary Guidance ITIL Live ® More…
  • 8. Core Book Formats Print One-time download - PDF eBook Online Annual Subscription Already available
  • 9. Complementary Guidance Pocket Guides Case Studies Templates Governance Aids Study Aids Some will be externally written & V3 branded Already available
  • 10. ITIL Live ® Will be a “Paid-for subscription” service Case studies Templates Glossary Service Management Knowledge Centre (i.e. a forum) E-lerts Demo version available www.tso.co.uk/ITIL/interested.htm Already available
  • 11. Other V3 Books -1 “An Introductory Overview of ITIL V3” Published by itSMF, Nov 2007, 55pp Free from: www.best-management-practice.com/gempdf/itSMF_An_Introductory_Overview_of_ITIL_V3.pdf “Foundations of IT Service Management Based on ITIL V3” Published by Van Haren Publishing, Sep 2007, 360pp Available in English and Dutch Only covers ITIL V3 Foundation Exam topics “IT Service Management Based on ITIL V3 – A Pocket Guide” Published by Van Haren Publishing, Oct 2007, 167pp Available in English, Dutch, French (10/08), German, Italian, Japanese (1/09), Spanish “IT Service Management – An Introduction based on ISO20000 and ITIL V3” Published by Van Haren Publishing, May 2007, 512pp
  • 12. Other V3 Books - 2 “Passing Your ITIL Foundation Exam – The Official Study Guide” Published by OGC, Nov 2007 172pp “Building an ITIL based Service Management Department” Author: Malcolm Fry; 110 pp V3 and V2 covered Published by OGC, June 2008 “ITIL Lifecycle Approach based on ITIL V3 Suite” (5 vols.) Titles are: Service Strategy based on ITIL V3, 165pp Service Design based on ITIL V3, 165pp Service Transition based on ITIL V3,171pp Service Operation based on ITIL V3, 173pp Continual Service Improvement based on ITIL V3, 145pp Published by Van Haren Publishing, 2008 in English, Dutch (10/08), French (12/08), German, Spanish (09/08)
  • 13. Other ITIL Books -3 “Key Elements Guide Suite” (5 vols.) Titles are: Key Elements Guide Service Strategy Key Elements Guide Service Design Key Elements Guide Service Transition Key Elements Guide Service Operation Ket Elements Guide Continual Service Improvement Published by OGC, March 2008 “ITIL V3 Foundation Handbook” Revision guide for ITIL V3 Foundation Exam Pocket resource, published jointly by TSO and itSMF, November 2008 “ITIL V3 Foundation Exam- The Study Guide” 230 pages in pocket format ITSM Library series published by Van Haren Publishing, November 2008
  • 14. How different is V3? New 70% 40% 40% 30% 70% ST CSI SS SD SO Used Service Support 70% Service Delivery 70% ICT Infrastruct. Mgt 40% Application Mgt 40% Software Asset Mgt 30% Business Perspective 40% 20% Security Management 70% Planning to Implement SM
  • 15. ITIL® V3 & ITIL® V2 - Processes ITIL Version 2 Support & Delivery “Lost processes” in Processes other ITIL books Services ITIL Version 3 Increased number of Core processes Expanded with “light-blue” New V3 processes and “light-red” processes Services
  • 16. V3 - Processes & Service Lifecycle Increased number of Core processes Services Strategy Design Service Transition Lifecycle Operation 7-Step Improvement Process CSI
  • 17. ITIL V3 Processes ® ITIL Book SS SD ST SO CSI ITIL Process Event Management Incident Management Request Fulfilment Problem Management Access Management Change Management ITIL ® is © Office of Government Commerce (OGC) Service Asset & Configuration Mgt. Knowledge Management Transition Planning & Support Diagram © 2007 Maat Consulting Ltd Service Validation & Testing Release & Deployment Management Evaluation Version 2.2, 20 June 2007 Service Portfolio Management Service Catalogue Management Service Level Management Availability Management Capacity Management Demand Management Service Continuity Management IT Financial Management Information Security Management Supplier Management Strategy Generation 7-Step Service Improvement Blue Font: ITIL V2 Service Support Process Key: Major coverage Red Font: ITIL V2 Service Delivery Process
  • 18. “New” ITIL V3 Processes ® Service Portfolio Event Management Management Request Fulfilment Service Catalogue Access Management Management Knowledge Management Demand Management Transition Planning & Information Security Support Management Service Validation & Supplier Management Testing Strategy Generation Evaluation 7-step Continual Improvement
  • 19. V3 Foundation Exam Question How many processes are defined in ITIL® V3 ? A. IT Service Management Institute (June 2007) A. 20 http://itsmi.wordpress.com B. 24 B. Chief Architect pre-launch slide C. 25 C. IT Skeptic www.itskeptic.com (June 2007) D. itSMF: An Introductory Overview of ITIL V3. D. 26 p. 41 (Nov 2007) E. 27 E. HP’s V3 authors (May 2007) http://h71028.www7.hp.com/ERC/downloads /4AA1-729ENW.pdf and Official Introduction: Fig 10.6 (Sep 2007)
  • 20. A few of the changes Service Knowledge Management System (SKMS) Configuration Management System (CMS) Service Catalogue increases in importance New names – same idea Definitive Media Library (DML) - old DSL Emergency Change Advisory Board (ECAB) old CAB/EC Service Failure Analysis (SFA) – old SOA
  • 21. A few other changes ROI in detail Net present value (NPV) approach Highly prescriptive Change Management – gone ISO 27002 Information Security Management (summarised in 8 pages)
  • 22. Clarity introduced – an example 7 Rs of Change Management assessment Who RAISED? What REASON? What RETURN expected? What RISKS? What RESOURCES? Who is RESPONSIBLE for build, test & implementation? What is RELATIONSHIP with other changes?
  • 23. Native V3 Qualifications Operational Support & Analysis (OSA) Release, Control & Validation (RCV) Planning, Protection & Optimisation (PPO) Advanced Service Offerings & Agreements (SOA) Level A minimum of 23 days ITIL “Expert” training is required to gain the ITIL “Expert” Achieved qualification Minimum 22 Credits to gain “Expert” Managing Across the Lifecycle 5 5 days Minimum 17 credits 3 3 3 3 3 4 4 4 4 5 days 3 days SS SD ST SO CSI OSA RCV PPO SOA each each Lifecycle Modules Capability Modules Mixture permitted 2 ITIL V3 Foundation Certificate 3 days
  • 24. V3 Courses: Foundation Level V3 Foundation Course Available since June 2007 3 days 40 Question multi-choice exam – Pass mark 65% Already available
  • 25. V3 Courses: Intermediate Level Lifecycle Stream Capability Stream “Book-based” Like V2 Practitioner Clusters but broader Service Strategy (SS) Operational Support and Service Design (SD) Analysis (OSA) Service Transition (ST) Release, Control & Service Operation (SO) Validation (RCV) Continual Service Planning, Protection & Improvement (CSI) Optimisation (PPO) Service Offerings & Managing through the Agreements (SOA) Lifecycle Already available All have Multi-choice exams
  • 26. V3 Intermediate Exams Multiple choice exam at end of course (90 mins) 8 questions Gradient scoring with 4 answers Fully correct answer: 5 marks Partially correct answer: 3 marks Least correct answer: 1 marks Incorrect answer: 0 marks Pass Mark: 32 out of 40 (70%)
  • 27. Capability Stream Course Content OSA RCV PPO SOA Event Management Change Management Availability Management Service Portfolio Management Incident Management Service Release & Capacity Management Service Level Deployment Mgt. Management Request Fulfilment Service Validation & IT Service Continuity Service Catalogue Testing Management Management Problem Management Service Asset & Demand Management Demand Management Configuration Mgt. Access Management Knowledge Management Risk Management Supplier Management Service Desk Request Fulfilment Information Security Financial Management Management Technical Management Service Evaluation IT Operations Mgt. Applications Mgt.
  • 28. Bridging V2-V3 Qualifications Advanced Level 4 V3 Managers V3 Managers ITIL “Expert” days Bridge Bridge Achieved 5 5 Minimum 22 Credits to gain “Expert” Managing Across the Lifecycle 5 Min. 12 V2 Managers Minimum 17 credits Certificate 3.5 2 3 3 3 3 3 4 4 4 4 17 SO CSI SS SD ST OSA RCV PPO SOA V2 V2 Lifecycle Modules Capability Modules Pract. Pract. Clust. Single Mixture permitted 2 ITIL V3 Foundation Certificate 3 days (x 4) (x 10) V3 Foundation Bridge 0.5 V2 Foundation Certificate 1.5
  • 29. V2-V3 Bridging Courses V2-V3 Foundation Bridge V2-V3 Manager Bridge Eligible only to: V2 Managers Certificate holders Holders of at least 12 credits from V2 Practitioner Certificates Already available
  • 30. V2 “Sunset” Date? “When demand for V2 Exams drops” Year 07/08 (April 07 to May 08) ISEB reported V2 exam demand as: 5% increase in V2 Foundation Certificate over previous year 17% decrease in demand for V2 Managers Certificate Speculation is rife that ITIL Manager Exams may “sunset” in mid 2009.
  • 31. More Information? Need advice, guidance, training or consultancy on: ITIL COBIT ISO 20000? Contact us at info@maatconsulting.com View free materials like this on our website www.maatconsulting.com
  • 32. Education and Consultancy for IT Best Practices