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ITIL V3 Pre-study

ITIL V3 Pre-Study

ITIL is a registered trademark of the UK Office of Government Commerce

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Complying with all applicable copyright laws is the responsibility of the user No part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Mountainview
Mountainview is officially accredited as an Accredited Courseware Provider by EXIN, the Examination Institute for Information Science Mountainview is officially accredited as an Accredited Training Provider for ITIL V3 Foundation, Advanced and Expert by EXIN, the Examination Institute for Information Science

ITIL V3 Pre-study

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Trademarks and Acknowledgements


ITIL is a Registered Trade Mark, and a Registered Community Trade Mark of the Office of Government Commerce, and is Registered in the U.S. Patent and Trademark Office The Swirl logo is a Trade Mark of the Office of Government Commerce The OGC logo is a Registered Trade Mark of the Office of Government Commerce in the United Kingdom PRINCE is a Registered Trade Mark of the Office of Government Commerce in the United Kingdom and other countries SSADM is a Registered Trade Mark of the Office of Government Commerce in the United Kingdom

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Navigation Clicking
Hyperlink Home page Return to the last viewed slide Next slide Previous slide Some underlined words are hyperlinks Anything highlighted by yellow is required knowledge for the exam

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History of ITIL
2007
Version 3 was published. A lifecycle approach to service management, with greater emphasis on IT business integration

ITIL V3 Pre-study

2005
ISO20000 Standard was published

2001
The CCTA merged into the Office of Government Commerce (OGC); BS15000 Standard was published by the BSI

2000
Version 2 was published; The Service Support and Service Delivery books were redeveloped into more concise usable volumes

1990s
Large companies and government agencies in Europe adopted the framework very quickly

1980s
The British government determined that the level of IT service quality provided to them was not sufficient

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ITIL Now
World-wide certification Owned by UK Governments Office of Government Commerce (OGC) APMG is the Official Accreditor with several worldwide Examination Institutes Under constant development Several ITIL conformant tools The world-wide de facto standard for IT Service Management supported by ISO20000

ITIL V3 Pre-study

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Evolution of ITIL
Version 1 1980s Version 2 2000
Certification
ITIL Configuration

Version 3 2007
Certification

ITIL V3 Pre-study

Certification by process book

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

ITIL Configuration

Loosely-coupled Processes 1 Process per book Selected Certification


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Process-centric 10 Processes 1 Function Certification on 2 books

Lifecycle-centric 30 Processes 4 Functions Certification on 5 books


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ITIL Version 3 Publication Framework


Service Strategy Service Design Service Transition Service Operation Continual Service Improvement

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Certification

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The Parties Involved With ITIL


Office of Government Commerce (OGC) United Kingdom

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APMG (Official Accreditor)


Examination Institutes
EXIN CSME ISEB

itSMF (User Group)

The Stationary Office (TSO) (Publisher)


Resellers

International User UK Groups

US

CA www.amazon.com

Accredited Training and Courseware Providers

Mountainview

Other ACPs ATPs

Regional User Groups

LIG LIG LIG

LIG LIG LIG LIG

LIG LIG

Van Haren Publishing

Students - Training Companies - Corporations


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ITIL Version 2 and 3 Certification


Version 2 Version 3
Advanced Level (TBD)

ITIL V3 Pre-study

Service Manager 17

Service Manager Bridge 5

ITIL Service Management Expert Minimum 22 Credits Required Managing Across the Lifecycle (5)

Minimum 17 Credits Required Practitioner Lifecycle Stream IPAD


3.5

Capability Stream PPO 4 SOA 4 RCV 4 OSA 4

IPPI
3.5

IPRC
3.5

IPSR
3.5

SS 3

SD 3

ST 3

SO CSI 3 3

14

ITSM Foundation 1.5

V2-V3 Foundation Bridge 0.5

V3 Foundation 2

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ITIL V3 Intermediate Certification Courses (Credits)


Lifecycle Stream Courses
SS: Service Strategy (3) SD: Service Design (3) ST: Service Transition (3) SO: Service Operation (3) CSI: Continual Service Improvement (3) PPO: Planning, Protection and Optimization (4) SOA: Service Offerings and Agreements (4) RCV: Release, Control and Validation (4) OSA: Operational Support and Analysis (4)

ITIL V3 Pre-study

Capability Stream Courses


MALC: Managing Across the Lifecycle (5)


Prerequisite is a minimum of 17 credits

The Expert certificate is presented after passing MALC


Prerequisite is a minimum of 22 credits including MALC

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Process coverage by each course


SS SS SS SS SS SS SS SD SD SD SD SD SD SD ST ST ST ST ST ST ST SO SO SO SO SO SO SO SO SO CSI CSI CSI ITIL V3 Lifecycle Process/Function CSI Service Strategy Define the market Service Strategy Develop the offerings Service Strategy Develop strategic assets Service Strategy Prepare for execution Service Strategy Service Portfolio Management Service Strategy Demand Management Service Strategy Financial Management Service Design Service Level Management Service Design Service Catalogue Service Design Availability Management Service Design Information Security Service Design Supplier Management Service Design Capacity Management Service Design IT Service Continuity Service Transition Change Management Service Transition Service Asset and Configuration Service Transition Release and Deployment Service Transition Knowledge Management Service Transition Transition Planning and Support Service Transition Service Validation and Testing Service Transition Evaluation Service Operation Incident Management Service Operation Event Management Service Operation Request Fulfillment Service Operation Problem Management Service Operation Access Management Service Operation Service Desk Service Operation Technical Management Service Operation IT Operations Management Service Operation Applications Management 330 Continual Service Improv CSI 7 Step Process 60 Continual Service Improv PDCA 60 Continual Service Improv CSI Model Contact Hours 21 OSA SO RCV ST PPO SD SOA SS 180 70 70 70 150 60 120 150 210 330 120 60 480 60 180 300 60 240 60 60 180 240 60 300 60 F FB

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240 210 240 210 240 120 300 150 240 300 150 210 80 80 80 72 72 72 72 72 60 60 60 60

60 60 60 60 60 60 60

15 15 60 15 15 15 15 15 15 60 60 15 15

15 15 15 15 15

15 15 15

120

60 15 15 60 15 15 15 15 15 60

15 15 15 15 15 15 15 60

32

21

32

21

32

21

32

21

18

9.5

Numbers represent the total minutes studied


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Benefits of IT Service Management


Improved quality of service
Business alignment through SLAs and OLAs

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IT Service Continuity procedures more focused


Restoring services rather than technology

Clearer view of current IT capability


Policies, procedures, standard templates, documented agreements

Better information on current services


Service Catalogues, Configurations

Industry standardization
No more proprietary processes

Enhanced Customer satisfaction


Eradication of recurring incidents

Less downtime
Changes under control

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Value Proposition of ITIL


Lowers risk - enforces controls and policies Lowers operational cost do more with same funding Increases customer satisfaction clear SLA and OLA Increases productivity Incident Management Improves the customers perception of IT - professionalism Common Language less confusion Governance and Control
ITIL ITILIS ISJUST JUSTA ABOOK! BOOK! It Itis isa aset setof ofdocumentation documentationwith withbest best practices. practices. Just Justlike likeany anybest bestpractice practicebook book you youmust mustpractice practicewhat whatyou youpreach. preach.

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The Service Lifecycle as a Closed Loop System


The architecture of the ITIL Core is based on the Service Lifecycle books: Service Strategy Service Design Service Transition Service Operation Continuous Service Improvement Continuous Service
Service Design

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1. 2. 3. 4. 5.

e c i v ion r Se rat e p O

Service Strategy

Improvement
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S T e r an rvic s it e i o n
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Service Strategy Goal and Objectives


To help organizations to operate and grow successfully in the longterm Transform service management into a strategic asset Answers questions such as:
What services should we offer and to whom? How do we differentiate ourselves from competing alternatives? How do we truly create value for our customers? How do we capture value for our stakeholders? How can we make a case for strategic investments? How can we provide visibility and control over value creation? How should we define service quality? How do we choose paths for improving service quality? How do we efficiently allocate resources across a portfolio of services? How do we resolve conflicting demands for shared resources?

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Service Design Goals and Objectives


Provides guidance on service design and development and service management processes Defines design principles and methods for converting strategic objectives into portfolios of services and service assets Covers existing and new services Recommends improvements necessary to increase or maintain value to customers:
during the lifecycle of services continuity of services achievement of service levels conformance to standards and compliance to regulations

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Guides organizations on how to develop design capabilities for service management

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Service Transition Goals and Objectives


Develop and improve capabilities for transitioning new and changed services into operations Establish requirements of Service Strategy defined in Service Design are effectively realized in Service Operation Control the risks of failure and disruption Address Release Management, Program Management, and Risk Management Provide guidance on managing the complexity related to changes to services and service management processes Prevent undesired consequences while allowing for innovation Transfer control of services between customers and service providers

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Service Operation Goals and Objectives


Achieve effectiveness and efficiency in the delivery and support of services to ensure value for the customer and the service provider Maintain stability in service operations, allowing for changes in design, scale, scope and service levels Managers and practitioners are provided with knowledge allowing them to make better decisions in areas such as:
managing the availability of services controlling demand optimizing capacity utilization scheduling of operations fixing problems

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Support of operations through new models and architectures such as shared services, utility computing, web services and mobile commerce

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CSI Goals and Objectives


Create and maintain value for customers through better design, introduction, and operation of services Establish principles, practices, and methods from quality management, Change Management and capability improvement Realize incremental and large-scale improvements in service quality, operational efficiency and business continuity Link improvement efforts and outcomes with service strategy, design, and transition Establish a closed-loop feedback system, based on the Plan, Do, Check, Act (PDCA) model specified in ISO/IEC 20000

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Processes
Service Strategy 1. 2. 3. 4. 5. 6. 7. 8. Service Strategy Generation Define the market Develop the offerings Develop strategic assets Prepare for execution Service Portfolio Management Demand Management Financial Management Service Transition 16. Change Management 17. Service Asset and Configuration Management 18. Release and Deployment Management 19. Transition Planning and Support 20. Service Validation and Testing 21. Evaluation 22. Knowledge Management Service Operation 23. Incident Management 24. Event Management 25. Request Fulfillment 26. Problem Management 27. Access Management Continuous Service Improvement 28. 7 Step Improvement Process 29. PDCA 30. CSI Model 31. Measurement and Reporting

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Service Design 9. Service Level Management 10. Service Catalogue Management 11. Availability Management 12. Information Security Management 13. Supplier Management 14. Capacity Management 15. IT Service Continuity Management

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Service Strategy Process Goals


Service Strategy Generation
To define the market space in order to develop service offerings To understand the resources and capabilities to establish strategic assets to deliver services that provide value through utility and warranty Define the market
To understand the market space and identify opportunities to create value for Customers

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Develop the offerings


To develop outcome-based service that provide the Utility and Warranty to create value to customers

Develop the Strategic Assets


To develop strategic assets in the form of capabilities and resources that provide value to the customer

Prepare for Execution


To prepare for and ensure a successful implementation of the Service Strategy by following a rigorous plan

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Service Strategy Process Goals


Service Portfolio Management
To proactively manage the investment across the service lifecycle, including those services in the concept, design and transition pipeline, as well as live services defined in the various service catalogues and retired services

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Demand Management
To understand and influence Customer demand for Services and the provision of Capacity to meet these demands

Financial Management
To provides the business and IT with the quantification, in financial terms, of the value of IT services, the value of the assets underlying the provisioning of those services, and the qualification of operational forecasting

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Service Design Process Goals


Service Level Management
To ensure that an agreed level of IT service is provided for all current IT services, and that future services are delivered to agreed achievable targets

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Service Catalogue Management


To ensure that a Service Catalogue is produced and maintained, containing accurate information on all operational services and those being prepared to be run operationally

Availability Management
To ensure that the level of service availability delivered in all services is matched to or exceeds the current and future agreed needs of the business, in a cost-effective manner

IT Service Continuity Management


To support the overall Business Continuity Management process and ensure that the required IT technical and service facilities (including systems, networks, applications, technical support and Service Desk) can be resumed within required, and agreed, business timescales)
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Service Design Process Goals


Capacity Management
To ensure that cost-justifiable IT capacity in all areas of IT always exists and is matched to the current and future agreed needs of the business, in a timely manner

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Supplier Management
To manage suppliers and the services they supply, to provide seamless quality of IT service to the business, ensuring value for money is obtained

Information Security Management


To align IT security with business security and ensure that information security is effectively managed in all service and Service Management activities

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Service Transition Process Goals


Change Management
To respond to the customers changing business requirements while maximizing value and reducing incidents, disruption and re-work. Respond to the business and IT requests for change that will align the services with the business needs

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Service Asset & Configuration Management


To define and control the components of services and infrastructure and maintain accurate configuration information on the historical, planned and current state of the services and infrastructure

Release and Deployment Management


To deploy releases into production and establish effective use of the service in order to deliver value to the customer and be able to handover to service operations

Knowledge Management
To enable organizations to improve the quality of management decision making by ensuring that reliable and secure information and data is available throughout the service lifecycle
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Service Transition Process Goals


Service Validation and Testing
To provide objective evidence that the new/changed service supports the business requirements, including the agreed SLAs

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Service Evaluation
To Ensure that the service will be useful to the business is central to successful Service Transition and this extends into ensuring that the service will continue to be relevant by establishing appropriate metrics and measurement techniques

Service Transition Planning and Support


To plan and coordinate resources to ensure that the requirements of Service Strategy encoded in Service Design are effectively realized in Service Operations. It is also responsible for identifying, managing and controlling the risks of failure and disruption during the transition

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Service Operation Process Goals


Incident Management
To restore normal service operation as quickly as possible and minimize the adverse impact on business operations

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Problem Management
To prevent problems and resulting incidents from happening, to eliminate recurring incidents and to minimize the impact of incidents that cannot be prevented

Event Management
To monitor and control the IT infrastructure to detect, correlate and determine the appropriate action. To communicate all events that has or can reduce the quality of service to Incident Management

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Service Operation Process Goals


Request Fulfillment
To provide a channel for users to request and receive standard services for which a pre-defined approval exists To provide information to users and customers about the availability of services and the procedure for obtaining them. To assist with general information or comments

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Access Management
To grant authorized users the right to use a service, while prevent access to non-authorized users. To execute the policies and actions defined in Security and Availability Management

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Function Goals
Service Desk
To act as the primary point of contact for users when there is a service disruption, for service requests or for some categories of Request for Change. Provides a point of communication to the users and a point of coordination for several IT groups and processes

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IT Operations Management
To provide daily operational activities needed to manage the IT Infrastructure. It has two sub-functions: IT Operations Control and Facilities Management

Technical Management
To provide detailed technical skills and resources needed to support the ongoing operation of the IT Infrastructure. Technical Management also plays an important role in the design, testing, release and improvement of IT services

Application Management
To manage applications throughout their lifecycle. The Application Management function supports and maintains operational applications and also plays an important role in the design, testing and improvement of applications that form part of IT services
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CSI Process Goals


Continual Service Improvement Model
To validate monitoring & measuring to validate previous decisions; To direct monitoring & measuring to set direction for activities to meet set targets. To justify monitoring & measuring to justify; To intervene to identify a point of intervention including subsequent change

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Deming Cycle Plan Do Check Act


The goal in using the Deming Cycle is steady, ongoing improvement. It is a fundamental tenet of Continual Service Improvement

7 Step Improvement Process


To collect, analyze, process relevant metrics from a process in order to determine its weakness and establish an action plan to improve the process

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Basic Concepts and Terms


The candidate should be familiar with the following basic concepts and terms

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Utility and Warranty


Value consists of two elements from the customers perspective Utility
Utility is what the customer gets Fitness for purpose Removal or relaxation of constraints on performance also positive

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Warranty
Warranty is how it is delivered Fitness for use Adding sufficient capacity, availability, continuity, security also positive

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Good Practice
Organizations operate in dynamic environments with the need to:
learn and adapt improve performance while managing trade-offs seek advantage from service providers pursue sourcing strategies that best serve their business interest outsource for the sake of operational effectiveness

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Service Provider must maintain a competitive advantage with respect to the alternatives Outsourcing has exposed internal Service Provider in particular to unusual competition Organizations benchmark themselves against peers and seek to close gaps Gaps can be closed by adopting good practices

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Other Examples of Good Practices


ISO/IEC 20000 ISO/IEC 27001 Capability Maturity Model Integration (CMMI) Control Objectives for Information and related Technology (COBIT) Projects in Controlled Environments (PRINCE2) Project Management Body of Knowledge (PMBOK) Management of Risk (M_o_R) eSourcing Capability Model for Service Providers (eSCM-SP) Telecom Operations Map (eTOM) Six Sigma

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Customer and User


Customer
Someone who buys goods or Services The person or group that defines and agrees the Service Level Targets

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User
The person that utilizes the services that the Customer has purchased

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Service
A service is a means of delivering value to customers by facilitating outcomes customers want to achieve without the ownership of specific costs and risks

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Resources and Capabilities


Resources and Capabilities are types of assets Create value in the form of goods and services Resources can be:
Management, people, and knowledge are used to transform resources. Such as people, applications, infrastructure (PPT)

ITIL V3 Pre-study

Capabilities can be:


Organizations ability to coordinate, control, deploy resources to produce value Experience, knowledge, information based, and embedded within PPT Capabilities are developed over time Solving problems, handling situations, managing risks, analyzing failures Such as management systems, organization structure, processes (Capacity Management and Availability Management), knowledge management

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Service Management
Service management is a set of specialized organizational capabilities for providing value to customers in the form of services Capabilities such as:
provide value to customers in the form of services establish functions and processes for managing services define the capacity, competency, and confidence for action transform resources into valuable services

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Without these capabilities, a service organization is merely a bundle of resources that by itself has relatively low intrinsic value for customers

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Processes, Functions and Roles


A process is a set of coordinated activities combining and implementing resources and capabilities in order to produce an outcome, which, directly or indirectly, creates value for an external customer or stakeholder Functions are units of organizations specialized to perform certain types of work and be responsible for specific outcomes Roles perform activities, a person can perform several roles Function A Function C Network Service Group Desk Supplier Input (trigger) Processes (Activities) Output Customer

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Process Model
A process is a structured set of activities designed to accomplish a specific objective A process inputs and turns them into defined outputs A process includes all of the roles, responsibilities, tools and management controls required to reliably deliver the outputs A process may also define or revise policies, standards, guidelines, activities, processes, procedures and work instructions if needed Process Control
Planning and regulating a process Performing a process in an effective, efficient and consistent manner

ITIL V3 Pre-study

Once under control they can be repeated and become manageable Degrees of control over processes must be defined
process measurement and metrics can be built in to the process to control and improve the process

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Service Portfolio: Pipeline, Catalogue; Retired


Represents the commitments and investments made by a service provider across all customers and market spaces The Service Portfolio includes:
Service Pipeline: New services in development Service Catalogue: Current available services
Business Service Catalog what the customer sees (ATM) Technical Service Catalog what IT sees (network, server, database)

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Retired: Retiring services

Includes third-party services, which are an integral part of service offerings to customers
Plan Develop Test Deploy Production Retire

Service Pipeline Service Catalog Retiring

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Data, Information, Knowledge, Wisdom (DIKW)

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Context Wisdom why?

Knowledge how?

Information what, who, when, where?

Data

Understanding

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Service Model
Classifies the service strategy for a market space Describes how service assets provide the capacity for customers Creates value for a given portfolio of contracts SLAs specify the terms and conditions in which such interaction occurs with commitments and expectations Classifies the structure and dynamics of services
The structure and dynamics are influenced by factors of utility and warranty to be delivered to customers The structure and dynamics have consequences for Service Operations

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Supplier
A Third Party responsible for supplying goods or Services that are required to deliver IT Services

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Commodity hardware and software vendors Network and telecom providers Outsourcing Organizations

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Contract
A legally binding Agreement between two or more parties

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People, Processes, Products and Partners


The implementation of ITIL Service Management is about preparing the economic, effective and efficient use of:

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People Processes Products (services, technology and tools) Partners (suppliers, manufacturers and vendors)

Many designs, plans and projects fail through a lack of preparation and management A.k.a. 4 Ps of Service Design
People Processes Products Technology Partners Suppliers

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Continual Service Improvement Model


Business vision, mission, goals and objectives Baseline assessments

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What is the vision?

Where are we now?

How do we keep the momentum going?

Where do we want to be?

Measurable targets

How do we get there?

Service & process improvement

Did we get there?

Measurements & metrics

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Pre-study Summary
Please study the additional material that was included in your pre-study package Statistics shows that there is a direct correlation between study hours and exam marks Exam hints:
Read the question at least twice before you look at the choices Understand the question before you read the choices do not let the choices influence the meaning of the question Do not get creative, you must answer the question Divide and conquer to narrow down the choices process of elimination

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