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A Project Manager’s Guide to ITIL ® Erika Flora, PMP, PgMP, ITIL Expert [email protected] Training | Consulting | Assessments (866) 856-3117 toll-free

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Page 1: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

A Project Manager’s Guide to

ITIL®

Erika Flora, PMP, PgMP, ITIL Expert

[email protected]

Training | Consulting | Assessments

(866) 856-3117 toll-free

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Agenda

• Introduction

• Why ITIL?

• PMBOK Guide® and ITIL® overview

• Framework overlap

• Next steps

• ITIL certification path

• Q & A

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Introduction

• Erika Flora, PMP, PgMP, ITIL Expert

▫ Principal, Beyond20

▫ itSMF and PMI board member and speaker

▫ Led multiple ITSM projects

• Beyond20

▫ ITIL training, assessment, consulting, and implementation

▫ PMI Global Registered Education Provider

▫ APMG Accredited Training Organization (ATO)

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Why ITIL?

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What is ITIL?

• Stands for “IT Infrastructure Library”

• Comprehensive collection of IT best practices

• Started in the late 1980s out of the UK

• Drawn from private and public sectors worldwide

• Focuses on the concept of IT Service Management (ITSM)

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ITIL in the marketplace

• ITIL v3 Foundations ranked 3rd highest paying IT certification (TechTarget)

• 45% of Fortune 500 companies are currently at some phase of ITIL implementation (Gartner)

• 85% of CIO’s surveyed said that ITIL is on their roadmap for the next 24 months (Gartner)

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ITIL provides value

• Gartner research found 80% of mission critical application service downtime is directly caused by people or process failures

• ITIL helps companies increase IT efficiency, improve quality, and save costs

• AMR Research reports that IT organizations that have implemented ITIL good practices have saved up to 10% in IT costs without sacrificing the quality of service delivery

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Page 8: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

PMBOK Guide and ITIL overview

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ITIL versus PMBOK Guide

PMBOK Guide 4th edition

ITIL version 3

1 book 5 books

Good practice for Project Management

Good practice for IT Service Management

5 process groups/ 9 knowledge areas

5 ITSM lifecycle phases

42 processes 20-30+ processes

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Framework similarities

• Strive to raise the level of the profession

• Are a scalable framework, descriptive in nature

• Provide a common language and terminology

• Generally accepted as the worldwide standard for their domain

• Regularly reviewed by industry experts

• Focus on process, not technology

• Have associated certification paths and professional organizations

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Page 11: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Project Management Lifecycle

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Page 12: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

ITSM Lifecycle

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Page 13: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Framework overlap

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Page 14: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

SLR SLA

pilot

SLR SLR SLR SLR SLA

Li v e SLM

A pp r o v ed f or

build

SDP

Business

requirements

Business

requirements

Business

requirements

Business

requirements Pilot or warranty

period

Live

operation

Design and development

Project (Project Team)

SAC SAC SAC SAC SAC SAC

Document &

agree business

requirements

(Strategy & Design)

Design

service

solution

(Design)

Develop

service

solution

(Design)

Build

service

solution

(Transition)

Test

service

solution

(Transition)

Strategy

Design

Transition

Transition & Operation involvement

Change Management: RFC

released

Approved for

design

Approved for

test

Approved for

development

Approved for

warranty Approved for

live release Review &

closure

Build, Test, Release and Deployment Management

Operation

Improvement

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Initiating process group

• Develop Project Charter

▫ Service Charter

▫ Total Cost of Ownership (TCO), including ongoing operation costs

• Identify Stakeholders

▫ Service Operations, Service Desk, Process Owners, Service Owners, etc.

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Page 16: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Planning process group

• Collect Requirements

▫ Determine “Service Value” – Utility (fit for purpose) and Warranty (fit for use)

• Develop Project Management Plan

▫ Need to include additional information

• Define Activities

▫ Decide how service will be measured and monitored

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Page 17: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Executing process group

• Direct and Management Project Execution

▫ Transition Planning and Support

▫ Release and Deployment Management

Build, Package, Release, and Deploy

Service Operations Readiness Assessment

Piloting

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Monitoring & Controlling process

group • Validation and Testing

• Perform Integrated Change Control

▫ CCB (Change Control Board – project changes) versus the CAB (Change Advisory Board – service changes) – Change Management

▫ Configuration Management

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Page 19: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Closing Process Group

• Close Project or Phase

▫ Transfer knowledge (Known Errors, workarounds, knowledgebase articles, etc.) – Knowledge Management

▫ Capture user feedback and Lessons Learned (Continual Service Improvement)

▫ Provide Early Life Support

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Page 20: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Next steps

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Page 21: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

What you can do

• Keep an open mind on what constitutes success

▫ Not just about the triple constraint, but about operational sustainability

• Learn the “language” of ITIL

▫ Service versus Technology

▫ Change Management

▫ Configuration Management

• Understand where to integrate ITSM concepts

▫ Initiating, Planning, Executing, Monitoring and Controlling, and Closing

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Page 22: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

ITIL certification path

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Page 23: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

www.itil-officialsite.com

Certification path

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Foundations (2 credits)

Lifecycle (3 credits) Capability (4 credits)

SS SD ST SO OSA CSI RCV PPO SOA

Managing Across the Lifecycle (5 credits)

ITIL Expert

© Crown copyright 2011. Reproduced under license from the Cabinet Office.

Page 24: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Upcoming ITIL v3 Foundation classes • Fairfax, VA

▫ July 15-17

• New York, NY

▫ July 29-31

• Washington, DC

▫ August 5-7

• 24 PDUs

• 100% pass guarantee

• www.beyond20.com/training

Copyright 2013 Beyond20, LLC, All Rights Reserved

We offer

ITIL

e-learning

courses too!

Page 25: A Project Manager’s Guide to - Frank Saladisinternationalpmday.org/.../05/A-Project-Managers-Guide-to-ITIL-June... · A Project Manager’s Guide to ITIL ... •ITIL certification

Questions?

Erika Flora: [email protected]

(866) 856-3117 office

(602) 405-7441 cell

Article “ITIL: A Project Manager’s Perspective”: http://blog.erikaflora.com

Twitter: @erikaflora @beyond20

LinkedIn: www.linkedin.com/in/eflora

Copyright 2013 Beyond20, LLC, All Rights Reserved