Author: Danny Wong

http://www.linkedin.com/in/chinwhei

ITIL Mind Map v1.0ITIL Service Strategy Processes

11. Financial Management

Scope

12. Risk

1. Portfolio Management

Contents

2. Portfolio Management

Purpose

3. Portfolio Management

Process

4. Portfolio Management

Portfolio Contents

5. Demand Management

6. Business Relationship Management

7. Strategy Management for

IT Services

8. Financial Management Value to the

Business

9. Financial Management

Policy Decisions

10. Financial Management

Outputs

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1.1 Contents1.1.1 Service Pipeline

1.1.1 .1 Service Design1.1.1 .2 Development

1.1.2 Service Catalogue1.1.2 .1 Operational Services

1.1.3 Retired Services

1. Portfolio Management ContentsIT

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2.1 Purpose2.1.1 To ensure Service Provider has the Right Mix of Services to Balance the Investment in IT

with ability to meet Business Outcomes2.1.2 Tracks Investment through Lifecycle and ensures appropriate returns are Achieved2.1.3 Ensures Services Clearly Defined and Linked to Business Outcomes2.1.4 Clarify the Answers to Key Strategic Questions

2.1.4.1 Why should a Customer Buy these Services?2.1.4.2 Why should they Buy these Services from us?2.1.4.3 What are our Pricing and Chargeback Models?2.1.4.4 What are our Strengths, Weaknesses, Priorities and Risks?2.1.4.5 How should our Resources and Capabilities be allocated?

2. Portfolio Management PurposeIT

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3.1 Process3.1.1 Process Initiation

3.1.1.1 Strategy Management3.1.1.2 Business Relationship

Management3.1.1.3 Continual Service

Improvement3.1.1.4 Other Service Management

3.1.1.5Processes

3.1.2 Define3.1.2.1 Strategy3.1.2.2 Request from Business3.1.2.3 Service Improvement

Opportunities3.1.2.4 Service Suggestion3.1.2.5 Existing Services3.1.2.6 Service, Customer and

Business Outcomes

3.1.2.7 Service Models3.1.2.8 Impact on Service Portfolio

and Service Model

3.1.3 Analyze3.1.3.1 Service Portfolio Review3.1.3.2 Analyze Investments, Value

and Priorities

3.1.3.3 Articulate Value Proposition

3. Portfolio Management ProcessIT

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3.1.4 Approve3.1.4.1 Retain3.1.4.2 Replace3.1.4.3 Rationalize3.1.4.4 Refactor3.1.4.5 Renew3.1.4.6 Retire3.1.4.7 Change proposal3.1.4.8 Change management

authorization3.1.4.9 Change proposal

authorized3.1.5 Charter

3.1.5.1 Communicate with stakeholders

3.1.5.2 Service design and transition

processes3.1.5.3 Track progress and update

portfolio

4.1 Portfolio Contents4.1.1 Opportunity4.1.2 Value proposition4.1.3 Business outcomes supported4.1.4 Business cases4.1.5 Priorities4.1.6 Risks4.1.7 Offerings & packages4.1.8 Investments required4.1.9 Cost & pricing

4. Portfolio Management Portfolio Contents

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5.1 Objective5.1.1 To Identify and Analyze the Patterns of Business Activity that Initiate Demand for Services5.1.2 User Profiles Analyze Patterns of Business Activity5.1.3 Work with Capacity Management

5.2 Value to Business5.2.1 Achieve Balance between Cost and Value of Outcomes5.2.2 Refines Understanding of Interactions5.2.3 Enable Executives to Evaluate Real Investment

5. Demand ManagementIT

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6.1 Objective6.1.1 Establish and Maintain Business Relationships6.1.2 Ensure Service Provider can meet needs of the Business6.1.3 Assists Business in Articulating Value of Service

6. Business Relationship ManagementIT

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7.1 How a service provider will enable an organization to achieve its business outcomes7.2 Process

7.2.1 Assessment7.2.1.1 Analyze Internal and External Factors7.2.1.2 Define Market Spaces7.2.1.3 Identify Strategic Industry Factors7.2.1.4 Establish Objectives

7.2.2 Generation7.2.2.1 Determine Perspective7.2.2.2 Form a Position7.2.2.3 Craft a Plan7.2.2.4 Adopt Patterns of Action

7.2.3 Execution7.2.3.1 Align Assets with Outcomes7.2.3.2 Optimize CSFs7.2.3.3 Priorities Investments

7.2.4 Measurement and Evaluation7.2.4.1 CSI7.2.4.2 Expansion and Growth

7.3 Triggers7.3.1 Annual Planning Cycles7.3.2 New Business Opportunity7.3.3 Changes to Internal and External Environments7.3.4 Mergers or Acquisitions

7. Strategy Management for IT ServicesIT

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8.1 Enhanced Decision Making8.2 Speed of Change8.3 Service Portfolio Management8.4 Finance Compliance and Control8.5 Operational Control8.6 Value Capture and Creation

8. Financial Management Value to the Business

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9.1 Cost Centre9.2 Profit Centre9.3 Funding

9.3.1 External9.3.2 Internal

9.4 Funding Models9.4.1 Rolling Plan9.4.2 Zero Based9.4.3 Trigger Based

9. Financial Management Policy Decisions

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10.1 Service Valuation10.2 Service Investment Analysis

10.2.1 Assesses the Value or Return of a Service over the Total Lifecycle10.2.2 Based on the Value Received and the Costs Incurred

10.3 Compliance10.4 Cost Optimization10.5 Business Impact Assessment (BIA)

10.5.1 Seeks to Translate Outage Severity into a Financial Value10.5.2 Aid to Decision Making and Prioritization10.5.3 Helps to Identify

10.5.3.1 Cost of Service Outage10.5.3.2 Relative Value of Services

10.6 Planning Confidence

10. Financial Management OutputsIT

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11.1 Budgeting11.1.1 Analysis of Previous Budget11.1.2 Assessment of Plans11.1.3 Specification of Changes to Funding and Spending11.1.4 Cost and Income Estimation11.1.5 Budget(s)

11.2 Accounting11.2.1 Cost Model11.2.2 Cost Centers and Cost Units11.2.3 Cost Types and Elements11.2.4 Cost Classification11.2.5 Chart of Accounts11.2.6 Analysis and Reporting11.2.7 Action plans

11.3 Charging11.3.1 Policies

11.3.1.1 Cost Recovery or Break Even11.3.1.2 Recovery with Margin11.3.1.3 Cross Subsidization11.3.1.4 Notional Charging

11.3.2 Decide on Chargeable Items11.3.3 Pricing11.3.4 Billing

11. Financial Management ScopeIT

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12.1 Service Provider12.2 Contract12.3 Design12.4 Operational12.5 Market

12. RiskIT

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