Mapping ITSM Training Classes to ITIL's® Service Lifecycle
Join Rick Lemieux on Thursday, June 3rd for a free Webinar - Mapping ITSM Training Classes to ITIL's Service Lifecycle. Register now as space is limited. Two Times! Noon, EDT or 3 pm, EDT.

It's a frequent scenario. Your organization has done the feasibility studies and the analyses, defined an ITIL implementation plan, and established a budget to bring your staff up to the appropriate level of ITIL® training and certification.

However, one very important question remains to be answered, and that is, "Which of the 11 ITIL courses should my staff take, and how do I ensure that I sign up the right people for the right courses?"

Actually, the answer is no farther than your closest organizational chart. With ITIL's focus on Roles that execute Processes, you can easily map your organization's roles and responsibilities to the appropriate ITIL class - or classes.

This DITY provides a simple map to help individuals and managers understand how the most common ITSM classes on the market (i.e., ITIL Certification, Project Management, Business Analysis, Problem Management, Cobit and ISO27002) align with common structures found in today's IT organizations. The ITSM Training Map provides individuals and IT managers with an easy-to-use guide to connect themselves or the students for whom they are responsible with the classes that will give them the knowledge and skills to perform their ITSM duties.

Before You Start

As you start to plan your ITIL training, think back to what ITIL means to your organization. For all but a few organizations, a formal IT Service Management (ITSM) program represents a major transformation to the IT culture. A successful ITIL implementation will see your IT teams expand-ing their horizons to encompass the larger system of becoming a service provider to the busi-ness and of using their technical expertise to fulfill a role in a larger process.

Implementing an ITIL initiative is a long-term project. Your plan will bring in some elements im-mediately, some over the next year, and some over a span of several years. Some elements rely upon the implementation of other elements.

To receive the most value from your ITIL training dollars, you must optimize your training plan so that the right team members receive the right training at the right time. Too little, too late, and you lose the opportunity to make informed decisions and plans during your implementa-tion. Too much, too soon, and you run the risk of rusty skill sets by the time of the actual imple-mentation, or of organizational shifts that overtake your staff's previous responsibilities.

Following is a three-step plan to help ITIL implementation managers define the training sets that will provide value to their own organization.

Step 1 - Map ITSM/ITIL Lifecycle Domains and Focus Areas to Your Organization

The first step maps the ITSM/ITIL Lifecycle domains and focus areas to existing responsibilities within the organization. For example, you probably already have a Service Desk, which matches up to Service Operation's Service Desk function. You have some form of Change Management, which matches to Service Transition's Change Management, a planning function that matches to Availability and Capacity Management, and so forth.

In fact, for this step you can take some guidance directly from ITIL. Try creating a Pattern of Business Activity (PBA) as described in Service Strategy. Create an ITIL-based PBA Analysis for each department or group, and substitute the Service Lifecycle domains of Service Operation, Service Transition, Service Design, Service Strategy and CSI for the Activities column.

In the sample below, the Technical Management department as a whole has a high involvement in Service Operation activities, lesser involvements in Service Transition, Service Design and Con-tinual Service Improvement, and little involvement in Service Strategy.

Sample ITIL PBA Analysis - Technical Management department, Company XYZ

Hi331LowN/A
Service Operation     
Service Transition     
Service Design     
Service Strategy     
Continual Service Improvement     

Now you know the level of involvement of each of your groups in each domain!

Step 2 - Map Staff Roles to ITSM/ITIL Training Programs

Training and certifying in the ITIL is one of the keys to success for any ITSM program. Training programs include ITSM Practitioner and ITSM Leadership tracks, which align closely to ITIL V3's Capability and Lifecycle courses. The chart below depicts the relationships of IT Service Management course tracks to the major components of an organizational structure.

Again, following the guidance in Service Strategy, create a User Profile for each job position, defining the ITIL roles and process responsibilities for each title. Finish your exercise by matching the User Profile to the ITIL PBA Analysis to identify the Leadership, Practitioner and Over-sight/Guidance role(s) each position fills within each Lifecycle domain.

For example, your Technical Services group may spend the majority of their time performing strictly operational activities, such as defined in the Operational Support & Analysis (OSA) pro-gram. However, they may also be involved in Service Design when planning a new service, or in Service Transition when releasing a new service into production. The chart below is a simplistic rendition of matching User Profiles in the Technical Management function to Patterns of Business Activity with "ITIL" substituted for "Business."

Sample User Profiles - Technical Management department, Company XYZ

User Profile (Job Title)Patterns of Business (ITIL) Activity
ManagerService Operation - Manage daily Technical Operation activities, serve as Problem Manager on a rotating basis
Service Transition - Manage technical transition activities, participates in Change Advisory Board (CAB)
Service Design - Participate in Service Design reviews
Supervisor - Network ServicesService Operation - Plan daily activities, supervise staff, participate in Problem Management activities
Service Transition - Plan technical transition activities, participate as requested in Change Impact Assessments
Service Design - Participate as requested in Service Design reviews
Senior Network AnalystService Operation - Perform daily activities, participate in Problem Management diagnostic activities
Service Transition - Lead technical transition groups during transition activities, participate as requested in Change Impact Assessments
Service Design - Participate as requested in Service Design reviews
Network AnalystService Operation - Perform daily activities, participate in Problem Management activities as requested
Service Transition - Participate in transition activities
Service Design - Limited participation

Step 3 - Reinforce ITIL with Complementary Training Programs

Do not limit your ITSM training plan to just ITIL courses. ITSM training involves not only the certification classes outlined in the ITIL but also a series of complementary courses that provide knowledge and skills for other best practice frameworks that tie into your ITSM program.

Examples of some of the complementary ITIL training areas include IT Business Analysis, IT Project Management and IT Problem (i.e., troubleshooting and critical thinking) Management programs.

Summary

Hopefully the above information has provided some insight into how the various ITSM training programs can map to your own IT organizational structure. Feel free to download the ITSM Training Map mentioned above to assist you in planning your ITSM training program.

Join Rick Lemieux on Thursday, June 3rd for a free Webinar - Mapping ITSM Training Classes to ITIL's Service Lifecycle. Register now as space is limited. Two Times! Noon, EDT or 3 pm, EDT.

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