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Service Level Management Workbook TABLE OF CONTENTS TABLE OF CONTENTS..........................................................................................................3 INTRODUCTION ROADMAP.................................................................................................5 SERVICE DESIGN.................................................................................................................9 CONTINUAL SERVICE IMPROVEMENT...........................................................................43 SUPPORTING DOCUMENTS.............................................................................................55 Objectives and Goals...................................................................................................57 Policies Objectives and Goals.....................................................................................63 SLM Scope......................................................................................................................67 Business Justification Document..................................................................................75 Organizing for Service Design – Roles & Responsibilities..........................................81 SLM Process Manager...................................................................................................87 Customer Based SLA.....................................................................................................91 Service Based SLA..........................................................................................................99 Multi Level SLA’s...........................................................................................................108 Business and IT Service Mapping...............................................................................116 Operational Level Agreement...................................................................................130 Service Level Requirements........................................................................................136 Service Options............................................................................................................144 Underpinning Contracts..............................................................................................150 Functional Specification.............................................................................................156 Technical Specification...............................................................................................164 Price List.........................................................................................................................172 Communication Plan..................................................................................................176 Business and IT Flyers....................................................................................................184 Reports KPI’s Other Metrics.........................................................................................188 SLM IMPLEMENTATION & PROJECT PLAN..................................................................194 FURTHER INFORMATION...............................................................................................204 Page 3 Service Level Management Workbook Page 4 Service Level Management Workbook INTRODUCTION ROADMAP Many organizations are looking to implement a Service Level Management as a way to improve the structure and quality of the business. This document describes the contents of the Service Level Management Workbook. The information found within the Workbook is based on the ITIL Version 3 framework, specifically the Service Design and Continual Service Improvement phases which incorporate the updated ITIL version 3 Service Level Management process. The Workbook is designed to answer a lot of the questions that Service Level Management process raises and provides you with useful guides, templates and essential, but simple assessments. The supporting documents and assessments will help you identify the areas within your organization that require the most activity in terms of change and improvement. Presentations can be used to educate or be used as the basis for management presentations or when making business cases for Service Level Management implementation. The additional information and bonus resources will enable you to improve your organizations methodology knowledge base. The workbook serves to act as a starting point. It will give you a clear path to travel. It is designed to be a valuable source of information and activities. The Service Level Management Workbook: (cid:131) Flows logically, (cid:131) Is scalable, (cid:131) Provides presentations, templates and documents, (cid:131) Saves you time. Page 5 Service Level Management Workbook Step 1 Start by reviewing the PowerPoint presentations in the following order: Presentations 1 and 2 provide a detailed and comprehensive overview of Service Level Management in the specialist areas of ITIL Version3 1. ITIL V3 SLM Presentation - Service Design. 2. ITIL V3 SLM Presentation - CSI These presentations will give you a good knowledge and understanding of all the terms, activities and concepts required within the Service Level Management process. They can also be used as the basis for management presentations or when making a formal business case for Service Level Management implementation. Make sure you pay close attention to the notes pages, as well as the slides, as references to further documents and resources are highlighted here. Page 6 Service Level Management Workbook Step 2 If you did not look at the supporting documents and resources when prompted during the PowerPoint presentations, do this now. Below is an itemized list of the supporting documents and resources for easy reference. You can use these documents and resources within your own organization or as a template to help you in prepare your own bespoke documentation. ITIL V3 SLM Presentation - Service Design 1. Objectives and Goals 2. Policies Objectives and Scope 3. SLM Scope 4. Business Justification document 5. Organizing for Service Design - Roles & Responsibilities 6. SLM Process Manager 7. Customer Based SLA 8. Service Based SLA 9. Multi level SLA's 10. Business and IT Service Mapping 11. Operational Level Agreement 12. Service Level Requirements 13. Service Options 14. Underpinning Contracts 15. Functional Specification 16. Technical Specification 17. Price List 18. Communication Plan 19. Business and IT Flyers 20. Reports KPI's other metrics 21. SLM Process Manager 22. Organizing for Service Design - Roles & Responsibilities ITIL V3 SLM Presentation - CSI Page 7 Service Level Management Workbook Step 3 Alternatively, continue by working through the SLM Implementation & Project Plan with the focus on your organization. This will help you ascertain the Service Level Management maturity for your organization. You will able to identify gaps and areas of attention and/or improvement. The supporting documents and bonus resources found within the workbook will help you fill these gaps by giving you a focused, practical and user-friendly approach to Service Level Management. Page 8 Service Level Management Workbook SERVICE DESIGN Page 9