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  • Communications Plan Template

    The Communication Plan template guides you through creation of a structured approach to project comms Introduction Our Communications Plan Template is essential to facilitate effective and efficient communication within your project teams and stakeholders. Designed to work with your project’s unique needs, it is a roadmap for how, when, and with whom to communicate. What is the Purpose of the Communications Plan Template? The Communications Plan Template aims to outline a structured approach for disseminating crucial project information. It ensures that everyone involved— from the project team to the client to advisory roles like IT security— knows what to expect, where to find information, and how to provide feedback. This improves project transparency, stakeholder engagement, and overall project success. Where and When to Use the Communications Plan Template? The Communications Plan Template is versatile and can be utilised across various project stages and scenarios: During the planning phase to set expectations. Throughout the project to guide ongoing communications. At project closure for reviews and audits. What's Inside? The Communications Plan Template is replete with key sections for a well-rounded communication strategy: Objectives: Explains the aim and significance of your communication plan. Stakeholders & Roles: Lists the different stakeholders, their roles, and their communication needs and preferences. Communication Matrix: Outlines the types, objectives, audience, frequency, and other details for each kind of communication. Communication Guidelines: Sets rules for emergency situations, document storage, and feedback mechanisms. Schedule: Provides a timeline for various types of communication. Approval & Review: Specifies the plan's approval process and review schedule. Additional Information Customisable: Easily adapt the template to the needs of your project. User-Friendly: Comes in a format that is easy to fill out and follow. Secure: Suitable for various document classification levels, from public to classified to internal use only. Why Choose Our Communications Plan Template? Efficient: Helps you save time by providing a pre-established framework. Comprehensive: Ensures that you cover all bases in terms of who needs to know what, when, and how. Consistent: Maintains uniformity in the way you communicate across projects or even within different phases of a single project. Best Practices: Built on industry standards to ensure effective and compliant communications. Our Communications Plan Template is a one-stop solution for establishing a well-defined communication strategy, helping your projects run smoothly.

  • Feasibility Study Template

    The Feasibility Study template helps guide you through the viability of a project idea. Introduction This Feasibility Study Template serves as an indispensable tool for project managers, sponsors, and stakeholders in evaluating the practicability of a proposed project. The template offers a structured approach to assessing various elements like market conditions, financial viability, and technical requirements, among other factors. What is the Purpose of the Feasibility Study Template? The purpose of this template is to guide you through the crucial initial phase of project planning. The structured format ensures all aspects of feasibility—including market, technical, financial, and legal—are thoroughly assessed. This comprehensive evaluation aids in making informed decisions on whether to proceed with, adjust, or abandon a project. Where and When to Use the Feasibility Study Template? This versatile template can be utilised across various sectors and project types. It's particularly useful: During the project initiation phase. For risk assessment in ongoing projects. When pitching a new project to stakeholders or potential investors. What's Inside? The Feasibility Study Template is compartmentalised into several key sections, each designed to capture essential data: Executive Summary: A snapshot of key findings and recommendations. Introduction & Objectives: Detailed background and aims of the project. Scope: Definition of what’s in and out of the project’s purview. Methodology: Explanation of the approach for data gathering and analysis. Market, Technical, Financial, Legal, and Operational Feasibility: In-depth analyses on these critical aspects. Risks and Contingencies: A review of potential challenges and mitigation strategies. Conclusion & Recommendations: A summary verdict and suggested next steps. Additional Information Customisable: Adapt the template to your specific project needs. Guidance Notes: Helpful hints and examples are provided within the template to assist you in filling it out. Compatibility: Designed to be user-friendly and compatible with various document formats. Why Choose Our Feasibility Study Template? Comprehensive: Covers every facet of project feasibility, ensuring nothing is overlooked. Efficient: Save time on creating a study format from scratch and focus more on the analysis. Informed Decision-Making: Offers stakeholders a complete picture, enabling better investment decisions. Professional Standards: Aligns with best practices in project management and feasibility assessment. The Feasibility Study Template is your go-to resource for starting your projects on a foundation of thorough and effective planning.

  • Business Case Template

    The Business Case template guides you through creation of a project's justification Introduction Our Business Case Template is designed to provide a rigorous and comprehensive framework for evaluating and presenting business issues, opportunities, and solutions. Ideal for decision-makers and stakeholders, this template makes it easier to weigh options, assess risks, and decide on the best course of action. What is the Purpose of the Business Case Template? The template aims to facilitate the methodical examination and documentation of a business proposition. It provides a comprehensive approach for defining objectives, identifying problems or opportunities, assessing solution options, and more. All these are framed to help the organisation meet its strategic goals. Where and When to Use the Business Case Template? The Business Case Template is versatile, suitable for a wide range of sectors and project types, including: When seeking project approval from decision-makers. During the planning phase of a new project or venture. As part of a pitch to investors or other external stakeholders. What's Inside? The template is divided into numerous important sections to help you cover all bases: Executive Summary: A high-level summary containing key points from all sections. Introduction & Business Objectives: Background, context, and goals aligned with corporate strategy. Problem Statement: A detailed account of the issue or opportunity being addressed. Solution Options: Comprehensive descriptions of potential solutions, with pros and cons. Cost-Benefit Analysis: A breakdown of financial aspects, including ROI. Market Analysis: An assessment of relevant market conditions. Technical Requirements: A list of technological needs. Risk Assessment: Identification and mitigation strategies for potential risks. Governance and Compliance: Details on oversight and legal considerations. Project Plan: A high-level overview of timelines and resource allocation. Recommendations & Conclusion: Final endorsement of the selected solution. Appendices: Supplementary data, charts, or documentation. Additional Information Customisable: Easily tailor the template to meet your specific needs. User-Friendly: The template is easy to use and follows a logical flow. Compatibility: Works well with various document formats and software. Why Choose Our Business Case Template? In-Depth: Its comprehensiveness ensures that no critical aspect is missed. Decision-Facilitating: Helps in making informed choices based on data and assessments. Alignment with Best Practices: Follows industry standards for effective business case development. Time-Efficient: Enables you to focus on the content rather than the structure. This Business Case Template is an invaluable tool for anyone looking to make compelling and well-supported business decisions.

  • Analysis Paralysis: The Perils of Overthinking in Management and Projects

    In my ongoing journey through management and project execution, I've found myself repeatedly exasperated by a common phenomenon – "analysis paralysis". The term describes a situation where over-analysis or overthinking prevents one from making a decision. A decision which, in many cases, doesn't necessarily have a right or wrong answer. It's all too easy to fall into the trap of seeking perfection. The ideal solution. The perfect route forward. Yet, what many fail to recognise is that sometimes 'good' is, in fact, good enough. It seems to me, that this is particuarly a problem in organisations where roles & responsibilities, and more explicity 'accountability' isn't well defined. In these circumstances teams start trying to make decisions by consensus. Hell, I'd never get dressed in the morning if the decision were to be made by some of the teams I've worked with. The Quest for Perfection Every manager or project leader has been there: multiple paths lie ahead, each one potentially fruitful. But instead of moving forward, we stall, deliberating and weighing options, in the vain hope of unearthing that elusive perfect choice. Paradoxically, situations with no apparent bad options can be the most challenging of all. Here's a revelation I've come to understand: sometimes, the pursuit of the perfect decision can be more detrimental than making a 'good-enough' decision swiftly. You are probably reading this and saying 'duh. yeah.' But here's my point; it just doesn't happen very often. We all know the experiments that demonstrate that we know we shouldn't sit in a room filling with smoke, but we are influenced by what others are doing or not doing in the situation, rather than taking critical decisions, we look to what others are signalling. This isn't a call to be reckless, but rather an observation on the value of the 'ready, fire, aim' mentality. Yes, that sentence is in the right order. 'Ready, Fire, Aim' - Embracing the Bias Towards Action There's a beauty in biasing oneself towards action. It's about doing, refining, and evolving, rather than remaining stationary in contemplation. The 'ready, fire, aim' approach suggests that we should act first and calibrate our methods along the way. This method resonates with the philosophy of the Lean Startup methodology, which encourages rapid prototypes, continuous testing, and quick pivots based on feedback. We talk about being 'agile' and 'failing fast' all the time. Do I ever witness it? Rarely. They become just words that are thrown around like kids with expletives they don't understand. Why Do We Fall into the Trap? Understanding the underlying psychological causes of analysis paralysis can empower us to identify when we're at risk and implement strategies to break free. Here's a little of the research I've made into these psychological triggers: Fear of Failure : Deep-rooted Evolutionary Instincts : Our aversion to failure can be traced back to our evolutionary roots. Early humans associated failure with life-threatening consequences. While the stakes are not as high in modern management, the primal fear remains. There are no life-or-death scenarios in the average meeting room, certainly none that I've encountered. Social and Professional Repercussions : In today's corporate culture, mistakes are often magnified. Managers fear the potential loss of respect, position, or even employment. The irony is that most social repercussion in a work environment is through inactivity and the things that weren't acted upon, not the ones that were (recognising I'm talking about situations outside of the office Christmas party here). Loss Aversion : Studies in behavioural economics have shown that humans feel the pain of loss more acutely than the pleasure of gain. This disproportionate fear of negative outcomes can cripple decision-making. I could, and probably will write an entire blog on this at some point. It fascinates me. Mitigating the Fear : Recognising that mistakes are opportunities for learning and growth is vital. Moreover, one should also weigh the costs of inaction, which can often exceed the costs of a wrong decision. Desire for Control : Illusion of Predictability : Individuals believe they can predict and control future events by analysing every potential outcome. This sense of predictability provides a comforting illusion of control in uncertain scenarios. Those of us that suffer from anxiety (and I often drink from that cup, my friend), get stuck here. We can obsess about possible outcomes and focus on the worst, even if it's likelihood is next to nothing. Avoidance of Responsibility : Over-analysis can sometimes be a shield to defer responsibility. If one spends all their time analysing, they can avoid taking action and, consequently, avoid blame for potential failures. We've all seen this. "If I don't take a decision, I can't be blamed for any failure'". Challenge of Letting Go : Delegating decisions or accepting the inherent unpredictability of certain scenarios is difficult for many. Recognising the limits of control and embracing adaptability can pave the way for more dynamic decision-making. Cognitive Overload : Information Era's Double-Edged Sword : While the digital age provides unprecedented access to information, it also inundates us with vast quantities of data, not all of which is relevant or valuable. If you want evidence of that, just look at Twitter, or X, or whatever it is this week, if it even exists when you read this. Diminishing Returns of Information : Beyond a certain point, additional information doesn't aid in decision-making but rather muddles it. This can result in ‘choice paralysis’, where too many options or too much data makes it impossible to decide. If you start to think you are in this trap, then you probably are faced with the opposite of the Kobayashi Maru and the unlosable situation. IYKYK. LLAP. Tackling Overload : Effective filtering of information, setting clear objectives, and prioritising quality over quantity of data can assist in navigating the sea of information without getting lost. Understanding these psychological underpinnings is the first step in breaking free from the clutches of analysis paralysis. By being aware of these tendencies, managers and leaders can make more informed, timely, and effective decisions. Well, that's the theory. At the end of the day, it's down to you. Let's look at some of the ways of escaping the sinkhole of over-analysis. Recognising and Escaping Analysis Paralysis Realising that one is ensnared in the analysis paralysis web is half the battle. But once you've identified it, how do you move forward? The strategies below are preventative measures and ways to pull oneself out of the paralysis vortex. Set Deadlines : The Power of Constraints : Constraints, oddly enough, foster creativity and urgency. When time is limited, it forces the mind to focus and make decisions. I personally find timeboxing very effective. I'll sit down at a desk and say 'I'm not moving until I have made a decision." Not out loud, you understand; that'd just be weird. Pomodoro Technique : Adopting time-management methods like the Pomodoro Technique can create short bursts of concentrated work, interspersed with breaks. This pattern can reduce the window for overthinking. I found it here on Wikipedia, must be true. Limit Information : The 80/20 Rule : Also known as the Pareto Principle, it suggests that 80% of results come from 20% of efforts. Similarly, a significant chunk of essential information is usually found in a fraction of the available data. I love the 80/20 rule. It's so often misquoted that it's hilarious. Watch somebody sometime when they quote it in a meeting, looking like they understand it. At that point, you and I can nod and wink at each other virtually. Use Tools : Tools like those explored in this article can help ( Link ). Even AI can help distil data into digestible insights. For example, you could feed documents into Claude or ChatGPT and ask it to summarise the benefits of each into a table. It'd help solidify things, perhaps. Trust Your Intuition : The Subconscious Processor : Our brain constantly processes information, even when we're not aware of it. These background calculations often present themselves as gut feelings or instincts. Malcom Gladwell wrote an amazing book called 'Blink' about 'thin-slicing', or using your experiences to analyse something quickly to make a conclusion, but without articulating how you reach a certain answer. The results of this approach can be astonishing. Great book. Balancing Act : Here's a health warning which really doesn't need saying, but while intuition is powerful, it's essential to balance it with logic. Ensure that gut feelings don't override empirical evidence but rather complement it. Seek External Opinions : Breaking the Echo Chamber : When engrossed in a problem, it's easy to get caught in a loop of repetitive thought. An external perspective can introduce fresh angles and solutions. Get out of it, and take external input. Even talking to the dog can help, although mine isn't honestly much help. It's the act of speaking out loud and seeking external input or even acknowledgement. Diversity of Thought : Engaging with individuals from different backgrounds or industries can offer innovative approaches. The diversity of thought can prevent stagnation and drive progress. I cannot tell you how many times I've had a block on something at work and spoken to my wife about it, and she's proved to be the key. That abstraction from the situation is often the key. Ask an expert : There is always, always, someone out there that has done a similar thing before and has experiences they are ready to share. Go find them. Ask them for guidance or input. Unless it's me. I'm really busy this afternoon. In essence, while analysis is invaluable, it should serve as a platform for informed action, not as an obstacle to it. By incorporating these strategies, one can navigate the delicate balance between thoughtful deliberation and decisive action. While it's essential to be thoughtful and informed in our decisions, it's equally crucial not to let the pursuit of perfection hamper progress. As Voltaire once said, "Perfect is the enemy of good". Honestly, I had to look who said that up, but it's a good line to end on.

  • On Business Cases, Failure and Unmet Benefits: Don’t Discard the Baby with the Bathwater

    Have you ever had a Eureka moment – an idea you're convinced will transform your business and set the market ablaze? If so, you're not alone. In fact, you're in the company of countless businesses or individuals that embark on ambitious projects every year, buoyed by high expectations. Yet, as many of us will have experienced, the chasm between expectation and reality can often be wider than anticipated. Perhaps you've also been part of projects that achieved their immediate objectives but fell short of realising their promised benefits. We've all been there, from internal infrastructure projects that failed to streamline processes in quite the way we'd hoped to customer-facing deliveries that didn't ignite the market. And, hands held high, I've been there too in some of my own ventures. So, what do we do when we find ourselves in this situation? Do we throw up our hands and toss everything away, baby and bathwater alike? Or do we seek to learn, adjust, and bounce back stronger? Here are two key points to consider: 1) Challenge the Business Case: Before embarking on a project, it is vital to scrutinise the original business case and the projected benefits rigorously. These should be tested and examined, drawing on as much evidence and as many sources as feasible. There will, however, be times when it's not possible to gather all the evidence we'd like. In these cases, we may need to take a leap of faith, but even then, this leap should be informed. Here are some quick suggestions; Market Assumptions: Assess the understanding of market size, trends, and competitive landscape. Are these assumptions supported by reliable data? Why are you seeing a gap others haven't, and what is it that you uniquely bring to the table that others can't (sometimes called the 'unfair advantage'). Find Early Adoptors To Test the Business Case: Find the customers that will pay for your product or the internal users that are keen to use it right up front. The outcome should be something that people will want to "pull" from you, not have thrust upon them. So, if there is real enthusiasm from those whom it is designed for, find them. Not a salesman, not the idea originator, but someone entirely independent that gets excited (not just lukewarm to be polite) about the prospect of the delivery. You probably need to refactor your thinking if you can't find them. Benefit Projections: Review the projected benefits. Are these backed up by robust data and research? Are the benefits quantifiable, and is there a plan to measure them over time? Exactly what problem are you solving, and for whom? It's often said, but there's an absolute truth in this. Ask it over and over until you 100% know the answer. Cost Estimates and Timeframe: Evaluate the cost estimates and proposed timeline. Are they realistic or overly optimistic? Do they account for potential delays and all associated costs? Your idea may be a killer one, but your ROI might drop through the floor if it costs you double to deliver it, thereby scuppering any benefits. Feasibility: ITIL teaches us that services/products need to be looked at in two lights; Warranty and Utility. 'Utility' refers to the functionality of a service that meets a particular need or provides a specific benefit, often summed up as "what the service does". 'Warranty' refers to the assurance that a product or service will meet agreed requirements, encapsulating aspects such as availability, capacity, security, and continuity, essentially answering "how it is delivered". So often, we focus on one but miss the other. I've more than once been caught in a project that totally underestimated the Utility aspects, and they came crashing down after delivery. Imagine a mobile phone; it can have greater features, bells and whistles, but if the battery lasts an hour or the coverage is poor, then the whole thing is a failure. Many years ago, I delivered a project (under direct instruction!) to give field workers laptops to help their reporting and admin. The laptops proved unwieldy, slow to start, difficult to connect and didn't work offline at all. We had to pull 40+ units out of the field and replace them with tablets and new software that worked offline. Once that was done, the whole thing was a huge success, and the benefits were amazing to the workers, enhancing their workday hugely. 'Bear Pit' Ideas with Stakeholders: 'Bear-pitting' in a business context refers to a rigorous evaluation method in which an idea or proposal is presented to experts or critical thinkers for intense questioning and scrutiny. The process aims to uncover potential flaws, strengthen the idea, and prepare for any challenges it may face in implementation. Check if the project aligns with the company's broader strategic goals and if all key stakeholders are on board. Business ideas. 2) Learn and Refactor: Just because a project doesn't deliver the anticipated benefits doesn't mean that all is lost. Far from it. Remember, many great successes have come from learning from missteps, refactoring, adjusting, and then coming back stronger. Consider Edison and his legendary multitude of attempts before inventing a functional light bulb. Or J.K. Rowling, who was rejected multiple times before Harry Potter became a global sensation. Even certain films, initially dismissed as flops, like Blade Runner, eventually found their audience and are now considered classics. Failure is the pathway to success. Remember, if a project doesn't achieve the anticipated benefits, it doesn't necessarily equate to total failure. Yes, it can be disheartening, especially when you've invested so much time and energy into the project. But rather than throwing the baby out with the bathwater, which I've seen over and over again, consider reframing this experience as an opportunity to learn, improve, adapt, and come back stronger. So the next time you're faced with a business case that didn't live up to its promises, take a deep breath and a step back. Look for the lessons, refactor your strategy, and remember that it's not the end of the world. Instead, it could be the beginning of something even better. After all, sometimes, the path to success is paved with stepping stones of unmet benefits.

  • What is ITIL? - A Comprehensive Guide to the Information Technology Infrastructure Library

    ITIL, the Information Technology Infrastructure Library, has been a significant part of IT service management for decades. As a proven framework for delivering and managing your IT infrastructure and services, ITIL has become a standard tool for organizations of all sizes worldwide. Consider it a common language and toolset among those running IT functions. This is a guide to answering the questions; what exactly is ITIL, and how can it benefit your organization? Summary The Information Technology Infrastructure Library is a framework of best practices for IT management that can lead to improved organization, new capabilities and increased conformance. In short, it gives a blueprint for running an IT team. The ITIL certification program consists of three levels, ranging from Foundation to Expert, each providing an understanding of the ITIL framework and its key concepts tailored to different career paths. Adopting ITIL provides organizations with various benefits, such as a shared vision & language, improved support capabilities, cost-effectiveness and the ability to drive positive business change. Understanding The ITIL Framework: The Basics ITIL is a framework of best practices for IT service management. It is designed to align IT services with business objectives and customer requirements. ITIL implementation and adoption can lead to significant business advantages, such as: Improved organization of resources and processes The development of new capabilities that offer business value Heightened conformance By managing IT services effectively and efficiently, ITIL helps organizations transform change into a positive force through organizational change management service strategy. I often describe it as a blueprint for running an IT department. History of ITIL Initially developed in the 1980s by the Central Computing and Telecommunications Agency (CCTA), a government agency in the United Kingdom, ITIL has evolved through several iterations to incorporate best practices and adapt to changing technologies and business needs. The most recent version, ITIL v4, was released in 2019, departing from the established ITIL Service Lifecycle of version 3. This latest iteration places a strong emphasis on value creation and incorporates more modern approaches such as: DevOps Automation Containers Microservices Cloud computing ITIL has undergone a number of evolutions over the years. I've personally been with it since Version 2 and its a similar, but different beast now. Some of it's enhancements have been very welcome, and some feel more like an afterthought or justification for the size of the books you are expected to purchase. On the whole though, its evolved for the better and is the most cited and recognised IT framework you can encounter. Being ITIL aware certainly gives you confidence walking into certain situations, knowing you have an interconnected framework to fall back on when you need it. Key Components of ITIL 4 ITIL version 4 is built around two central components: The Four Dimensions Model The Service Value System (SVS) 1. The Four Dimensions Model ITIL v4 introduces a holistic approach to service portfolio management through its Four Dimensions Model. These dimensions apply both to the general Service Value System and to specific services. They include: Organizations and People: The cultural and staffing aspects, competencies, and skills necessary for successful service management. Information and Technology: The information and technology resources that support the organization's services and management processes. Partners and Suppliers: The organization's relationships with other entities that contribute to the delivery and improvement of services. Value Streams and Processes: The workflows, processes, and procedures necessary to deliver and manage services. 2. The Service Value System (SVS) In ITIL 4, the service lifecycle of previous versions has been replaced with a new, more flexible and holistic model called the ITIL Service Value System (SVS). The SVS illustrates the integration and collaboration of various components and activities within an organization to enable the creation of value The SVS is comprised of several elements: Guiding Principles The guiding principles are the core recommendations that help organizations make good decisions and take meaningful actions in various circumstances. These principles are intended to guide the behavior of the organization in all circumstances, regardless of changes in its goals, strategies, type of work, or management structure. There are seven guiding principles in ITIL 4: Focus on value Start where you are Progress iteratively with feedback Collaborate and promote visibility Think and work holistically Keep it simple and practical Optimize and automate Governance Governance in the context of SVS refers to the means by which an organization is directed and controlled. It encompasses the practices, policies, and controls implemented by the organization's leadership to ensure alignment between the organization’s strategy and its operations. Effective governance ensures that the organization’s strategies and tactics are effectively realized, its resources are used responsibly, and its risks are managed appropriately. Service Value Chain The Service Value Chain (SVC) is an operating model in ITIL 4 that outlines the key activities required to respond to a demand for services. It is a flexible model that defines six critical components: Plan Improve Engage Design and Transition Obtain/Build Deliver and Support The SVC enables an organization to understand how different activities contribute to the production and delivery of services and how they can be flexibly adapted to suit different scenarios. Continual Service Improvement This aspect of the SVS focuses on the ongoing efforts of an organization to improve its products, services, or practices. It is grounded in the belief that there are always opportunities to do things better, be more efficient and effective, and enhance value to customers. Continual Service Improvement in ITIL 4 involves regular assessments and feedback loops that help identify areas for continual improvement and potential enhancement and guide the steps needed to achieve those improvements. Practices In ITIL 4, practices are sets of organizational resources (people, knowledge, information, etc.) and activities that are performed to achieve specific objectives. ITIL 4 identifies 34 practices, which are divided into three categories: General Management Practices, Service Management Practices, and Technical Management Practices. These practices provide detailed, practical guidance on various aspects of service management, such as incident management, risk management, and capacity planning. Let's explore the practices in a little more detail. ITIL 4 Management Practices ITIL 4 is its set of 34 management practices. These practices are sets of organizational resources designed for performing work or accomplishing an objective. For each practice, ITIL 4 provides various types of guidance, including key terms, success factors, key activities, and information objects. ITIL Version 4 introduces a revised, modern approach to service management, focusing on principles, concepts, and practices. In a departure from previous versions, such as ITIL V3 which was organized around a set of detailed business processes, ITIL 4 is designed to be more adaptable and flexible. Process Categories The 34 ITIL 4 practices are grouped into three categories: 1. General Management Practices These practices often come from the business management domain and are adopted and adapted by IT. Some examples include: Strategy Management Portfolio Management Risk Management Knowledge Management Financial Management 2. Service Management Practices These practices are critical to the support and delivery of IT services. They include: Business Analysis Service Level Management Incident Management IT Asset Management Service Continuity Management 3. Technical Management Practices These practices are more focused on the technology of service operation, and are crucial for defining the technical aspects of the service management system. Key examples include: Deployment Management Infrastructure and Platform Management Software Development and Management Customizing Processes for Organizations ITIL 4 emphasizes the importance of organizations defining their own processes. It encourages organizations to create bespoke, tailor-made processes that align with their specific requirements. This empowers businesses to take ownership of their service management strategies and adapt them as necessary, rather than adhering to a rigid set of predefined processes. Practicality and Simplicity One of the defining features of ITIL 4 is its preference for “simple and practical” ways of working. It aims to guide organizations towards streamlined, efficient, and effective, service design and management processes that meet the demands of today’s rapidly evolving IT landscape. Personally, I really like this, as in the past it felt like you weren't "ITIL" if you didn't follow their processes, but now, its actively encouraging you to simplify and be practical in your application of process. It's worth noting that while ITIL 4 takes a fresh approach, the detailed process descriptions available in ITIL V3 publications are still considered valid. ITIL 4 doesn't invalidate earlier versions, but rather builds upon them, making it a more contemporary and agile framework. ITIL Certification ITIL certification is a proof of expertise in the framework, with various levels available to suit different career paths and goals. Obtaining certification in ITIL can: Enhance resumes Introduce the ITIL framework to organizations Help align IT services with business goals Improve overall IT service management capabilities. By becoming ITIL certified, IT professionals can: Demonstrate their understanding of the ITIL framework and its best practices Increase their value to organizations Potentially lead to career growth and advancement opportunities. Why Get ITIL Certified? Obtaining certification can offer numerous advantages to IT professionals, such as enhancing their employability, making them a more valuable asset to the organization, and helping them better understand the ITIL framework and its best practices. By becoming ITIL certified, individuals can gain the skills and knowledge necessary to align IT services with business goals, improve support capabilities, and drive positive business change. Additionally, certification can lead to increased earning potential and conformance to international ITSM standards. By investing in certification, IT professionals can set themselves apart from their peers and increase their chances of success in the competitive IT service management landscape. ITIL v4 Certification Path Certification Levels The ITIL 4 certification path begins with the ITIL Foundation, an entry-level certification that introduces the key concepts of ITIL. After the ITIL Foundation, individuals can pursue two distinct tracks: the ITIL Managing Professional (MP) Track, which consists of four modules (Create, Deliver and Support; Drive Stakeholder Value; High Velocity IT; Direct, Plan and Improve) designed for IT practitioners; and the ITIL Strategic Leader (SL) Track, which has two modules (Direct, Plan and Improve; Digital and IT Strategy) aimed at those shaping organizational strategy and direction. Notably, the Direct, Plan and Improve module is a core component of both MP and SL tracks. After completing either the MP or SL track, or both, individuals with extensive hands-on ITIL practice experience can pursue the ITIL 4 Master certification, demonstrating their ability to apply ITIL principles and methods in the workplace. ITIL Foundation Level This is the entry-level certification that introduces the key elements, concepts, and terminology used in the ITIL service lifecycle. Prerequisite: None. ITIL 4 Managing Professional (MP) Track For IT practitioners working within technology and digital teams across businesses. Modules: ITIL 4 Specialist: Create, Deliver and Support ITIL 4 Specialist: Drive Stakeholder Value ITIL 4 Specialist: High Velocity IT ITIL 4 Strategist: Direct, Plan and Improve Prerequisite: ITIL Foundation (v4). ITIL 4 Strategic Leader (SL) Track For those who are involved in shaping the direction and strategy in their organization. Modules: ITIL 4 Strategist: Direct, Plan and Improve (shared module with ITIL 4 MP) ITIL 4 Leader: Digital and IT Strategy Prerequisite: ITIL 4 Foundation. ITIL 4 Master To demonstrate the ability to apply the principles, methods, and techniques from ITIL in the workplace. Prerequisite: ITIL 4 Managing Professional or ITIL 4 Strategic Leader. Additionally, the candidate must have extensive hands-on experience with ITIL practices. Note: The ITIL 4 Strategist: Direct, Plan and Improve is the core module for both the ITIL 4 Managing Professional and ITIL 4 Strategic Leader streams. After completing the ITIL 4 Foundation certification, individuals can choose to develop their ITIL knowledge further by pursuing either the ITIL 4 Managing Professional or ITIL 4 Strategic Leader, or both. The Managing Professional and Strategic Leader tracks are intended to provide candidates with a clear path to developing their IT service management careers, but they are not required to move onto ITIL 4 Master. One must, however, complete one of these tracks in order to pursue the ITIL 4 Master certification. Preparing for ITIL Certification Preparing for ITIL certification can be a challenging but rewarding endeavor. With a variety of resources available, such as online courses, study guides, and practice exams, individuals can develop a comprehensive understanding of the ITIL framework and its best practices. One such online course is the Information Technology Infrastructure Library 4 Exam Preparation by LearnQuest, which covers ITIL topics, terminologies, and best practices, providing a solid foundation for individuals seeking ITIL certification. In addition to utilizing available resources, it is essential to practice extensively, take as many practice tests as possible, and gain a practical understanding of core ITIL concepts, practices, and principles. Here are a couple of places beyond this site that offer free resources and training on ITIL. I do believe that great learning draws from different sources; AXELOS Global Best Practice URL: AXELOS Global Best Practice AXELOS is the official body that maintains the ITIL framework. Their website provides a wealth of official ITIL resources, including white papers, case studies, sample papers, and a glossary of ITIL terms. ITSM Academy URL: ITSM Academy ITSM Academy provides free webinars and informational materials. Their website includes a library of previously recorded webinars on various ITSM topics, including ITIL. Thought Rock URL: Thought Rock Thought Rock offers a range of ITIL resources, including free practice exams for ITIL 4 Foundation. These practice exams can help prospective candidates familiarize themselves with the format of the ITIL 4 Foundation exam. ITIL Training URL: ITIL Training This website provides a variety of free ITIL v4 resources, including sample papers, exam tips, and a blog with helpful articles on ITIL topics. LinkedIn Learning URL: LinkedIn Learning LinkedIn Learning offers a variety of free and premium ITIL courses. During their free trial period, you can access several ITIL courses at no cost. Complementary IT Management Frameworks While the ITIL framework has proven to be highly effective in managing IT services, it is not the only framework available. Complementary IT management frameworks, such as: ISO/IEC 20000 COBIT FitSM eTOM MOF Can be used alongside ITIL to further enhance IT service management processes. These frameworks offer additional perspectives and best practices that can help organizations achieve their IT service lifecycle management goals. By incorporating complementary IT management frameworks and a configuration management database into their IT service management strategy, organizations can ensure a more comprehensive and robust approach to managing their IT services. This can lead to improved service quality, increased efficiency, and ultimately, greater business success. Personally, I can't vouch for all of these, I've experience of MOF and ISO 20000, but COBIT has worked really well in combination with ITIL for me in the past. It's like having the CliffNotes version alongside you. Benefits of Adopting ITIL The benefits of adopting ITIL in an organization are numerous and far-reaching. Some of the advantages include: Aligning IT services with business objectives Delivering more value to customers and stakeholders Improved support capabilities Cost-effectiveness Ability to drive positive business change These are just a few of the many advantages that come with ITIL adoption. Moreover, implementing ITIL can lead to better resource allocation, more effective risk management, and increased customer satisfaction delivering efficient services. By adopting the ITIL framework, organizations can ensure that their IT services are optimized, efficient, and capable of delivering the desired business outcomes. Summary In conclusion, the Information Technology Infrastructure Library is a powerful framework that can transform the way organizations manage and deliver IT services. By understanding the service lifecycle, adopting the framework, and obtaining ITIL certification, IT professionals can help organizations align their IT services with business objectives, improve support capabilities, and drive positive change. With complementary IT management frameworks available to further enhance IT service management, the potential for business success is limitless through a solid business strategy. Embrace the power of ITIL and harness its benefits to propel the service portfolio management within your organization to new heights.

  • Unpacking the Power of Persuasion with 'Influence: The Psychology of Persuasion'

    I've always had a deep-seated curiosity about the mechanics that drive human behavior, and more specifically , what influences our decision-making processes . Among the various books I've read there's one that stands head and shoulders above the rest as an absolutely fascinating exploration of the human mind: Robert Cialdini's 'Influence: The Psychology of Persuasion.' This is one of those books where you keep sharing insights and learning from it with everyone around you as you read it. 'Influence' is a masterclass in understanding the psychological principles that make us say 'yes.' Dr. Cialdini, a psychologist and researcher, delves into the depths of six universal principles of persuasion and how they are employed to influence our behavior, often without our knowledge. These principles include; Reciprocity, Commitment and Consistency, Social Proof, Authority, Liking, and Scarcity. Reciprocity emerges from our inherent desire to return a favor. The magic of this principle lies in its subtle force; a point Cialdini illustrates through a story about a group of Krishna followers who handed out flowers in airports. Despite the recipients' disinterest, many felt obligated to make a donation after receiving a flower. Marketers, too, often offer free samples or services to leverage this innate inclination to reciprocate. Commitment and Consistency involve our drive to align our decisions and actions with our self-perception. Cialdini uses the example of a neighborhood asking homeowners to display a small sign supporting safe driving. Those who agreed were later more likely to agree to a large, unsightly billboard promoting the same cause. The small commitment had led to a larger, consistent action. Social Proof guides us when we're uncertain, causing us to mimic others. An experiment involving canned laughter on television shows demonstrates this principle effectively. Despite canned laughter often sounding fake and forced, it genuinely increases audience laughter and the perceived funniness of the jokes. The power of Authority comes from our deference to figures we view as experts. One story Cialdini recounts is of a rather deceptive advertisement for a real estate company. The ad featured a man dressed as a professor, falsely implying a level of expertise and thus persuading customers to trust the company's advice. The Liking principle plays on our predisposition to be influenced by people we find appealing. To illustrate this, Cialdini cites the Tupperware party tactic, where friends gather for a product demonstration, making it hard to resist purchasing from someone you know and like. Scarcity , the idea that opportunities seem more valuable when they are less available. The classic 'limited offer' or 'ending soon' sales tactics tap into this principle by creating a sense of urgency. Reading 'Influence' was a jaw dropping journey, unraveling the subtle tactics that businesses and individuals employ to sway our decisions. Seriously, you'll never look at advertising and messaging in the same way again. Each chapter brims with fascinating real-life examples, making the seemingly complex science of persuasion not only accessible but incredibly enjoyable. One of the main reasons this book remains one of my favorites is the arsenal of facts, insights and defences that it equips me with. It has given me an invaluable lens to observe and analyze daily interactions and marketing tactics, often leading to animated discussions with friends and colleagues. 'Influence: The Psychology of Persuasion' is an exploration into the captivating world of influence and the tools to navigate it. Whether you're interested in marketing, psychology, or just eager to understand the forces that shape our decisions, this book is a must-read. It's not only left an indelible mark on my understanding of persuasion but also serves as a consistent source of enlightening tidbits that I love to share with those around me.

  • Onboarding Training Plan

    Used when a new employee joins the team and structures their induction. This digital template is designed to streamline the onboarding process for new Help Desk Analysts. Tailored for IT managers, team leaders, and HR professionals, this plan covers every aspect of initial training, from company orientation to hands-on practice. What is the Purpose of The Onboarding Training Plan? The purpose of this template is to provide a well-structured onboarding training plan for new hires joining the helpdesk team. It aims to ensure that the new analysts are well-equipped with the necessary skills, knowledge, and organisational understanding to excel in their roles. Where and When to Use this Template? This template is universal and can be used across a range of industries that require IT helpdesk services. Ideal scenarios for its use include: New employee onboarding in IT departments Training programme development Updating existing onboarding processes What's Inside? The template covers: Session Details: Each training session is identified by its date, time, and location. Activity: Describes the type of training, whether it's an orientation, technical training, or hands-on practice. Description: Detailed insights into what each session will entail. Completion Status: A column to mark whether the activity has been completed by the new hire. Additional Information Probation Period Training: The template includes key training modules to be undertaken during the probationary period, such as ITIL and soft skills training. Mentorship: Describes the shadowing and mentoring aspect of the training, where new hires learn directly from more experienced team members. Why Choose Our Template? Structured: Helps organise and present the training plan in a clear and easily digestible format. Customisable: The template can be modified to align with specific organisational needs and systems. Comprehensive: Covers both technical and soft skills training to ensure new hires are well-rounded. Efficiency: Reduces the time and effort required to onboard new helpdesk analysts, allowing them to contribute more quickly to the team’s goals. Utilise this Help Desk – Onboarding Training Plan Template to establish a robust training framework that prepares new hires for success right from the start.

  • ITSM Requirements Document

    Pre-completed document with requirements that you might have for the upgrade or installation of an ITSM / Incident Management / Ticketing system. Download our comprehensive ITSM Requirements Document template to make your organisation's IT service management procurement process seamless and effective. Authored by experts, this template helps to document essential aspects from defining the scope to listing functional and non-functional requirements, stakeholders involved, and expected outcomes. What is the Purpose of the ITSM Requirements Document Template? The ITSM Requirements Document template is designed to serve as a robust guide for businesses looking to procure or upgrade their IT Service Management (ITSM) systems. The document aids in outlining the scope, defining requirements, and even helps to understand the commercial implications over a three-year span. Where and When to Use the ITSM Requirements Document Template? This template is useful for IT departments, procurement teams, and decision-makers involved in the sourcing and implementation of ITSM solutions. Use this when you're initiating the procurement process, looking to upgrade your current ITSM system, or seeking to better define your ITSM strategy. What's Inside? The template comprises multiple segments including: Background and Scope of ITSM Requirements Anticipated Outcomes and Stakeholder Analysis Detailed Functional and Non-Functional Requirements Security Protocols and General Requirements Procurement Process Overview Commercial Cost Breakdown Each section is meticulously detailed to guide your organisation through the procurement process. Additional Information The template also offers useful hints and examples in areas such as defining measurable outcomes and detailing functional requirements, thereby saving your team time and avoiding common pitfalls. Why Choose Our ITSM Requirements Document Template? Expertly Curated: Prepared by experts in the field of IT Service Management. Comprehensive: Covers every angle from scope to financial considerations. Customisable: Easily adaptable to the unique needs of your organisation. Secure and Compliant: Includes sections dedicated to security protocols and compliance. Time-Saving: Expedite the decision-making and procurement process by having all necessary information in one place. Download your ITSM Requirements Document template today to optimise your ITSM procurement process.

  • Help Desk Performance Metrics Examples

    Summarises the key metrics that can be used to summarise performance fo the help desk. Purpose & Scope The Help Desk Performance Metrics document outlines the key performance indicators (KPIs) for evaluating the efficiency and effectiveness of a help desk or support service. The metrics aim to improve customer experience and operational efficiency. Key Components of Help Desk Performance Metrics Examples Metrics & Targets Tickets Opened: Total number of tickets opened within a specified period. Tickets Closed: Total number of resolved or closed tickets. First Call Resolution (FCR): Percentage of issues resolved on the first contact; target is ≥ 75%. Average Handling Time (AHT): Time taken to resolve a ticket; target is ≤ 15 mins. Ticket Backlog: Open tickets at period end; target is 0. Escalation Rate: Tickets escalated to a higher team; target is ≤ 10%. Customer Satisfaction Score (CSAT): User satisfaction ratings; target is ≥ 8. Response Time: Time to first respond to a ticket; target is ≤ 5 mins. Resolution SLA Compliance: Tickets resolved within SLA; target is ≥ 90%. Agent Utilisation: Working hours spent on tickets; target is between 60%-80%. Additional Insights Tickets by Category: Useful for identifying trends or areas requiring attention. Top 5 Recurring Issues: Key problems that need to be prioritised for training or systemic fixes. Tips for Use Adjust Targets: These are adjustable based on your help desk's unique needs and capabilities. Data Visualization: Graphs or charts can be used for a more visual interpretation of the metrics. Automation: Use ITSM software for automated data collection when possible. How to Use These Help Desk Performance Metric examples serve as a tool for continuous improvement, designed to enhance the customer experience and streamline help desk operations. The metrics should be regularly reviewed and adjusted as needed to align with organisational goals and customer expectations.

  • Lean Canvas Template

    The Lean Canvas is a one-page visual overview of a business concept, especially useful for startups and new projects. Lean Canvas is an invaluable tool for startups and existing businesses alike. It provides a concise, one-page overview that tackles the most critical elements of your business model. What is the Lean Canvas Template? The Lean Canvas is designed to answer nine essential questions about your business, from your unique value proposition to your revenue streams. When and Where to Use? Ideal for: Startups Project Managers Business Analysts When to Use: Ideation phase Business model iteration Strategy meetings Key Sections of the Lean Canvas Problem : Identifies the primary issues that the business solution aims to resolve. Customer Segments : Pinpoints the target customer groups, considering their unique needs. Unique Value Proposition : Outlines why your solution stands out in the market. Solution : Describes the key features that address the defined problems. Channels : Enumerates paths through which the solution reaches customers. Revenue Streams : Establishes the revenue model, e.g., subscriptions, sales, affiliate revenue. Cost Structure : Lists associated costs, including customer acquisition, production, and operation. Key Metrics : Highlights the metrics that will indicate business performance. Unfair Advantage : Specifies what cannot be easily replicated or purchased by competitors. Tips for Completing Your Lean Canvas Keep it Simple : The Lean Canvas Template is intended to be a high-level view. Keep your entries concise. Collaborate : Engage key stakeholders or team members for diverse viewpoints. Iterate : Regularly update the canvas as you refine your business model and strategy. Why Choose Lean Canvas? Lean Canvas streamlines business planning, focuses on key metrics, and allows for rapid iteration. This makes it easier to pivot, adapt, and navigate the often unpredictable landscape of startup innovation.

  • Comms: Planned Maintenance Window Template

    Captures key information relating to planned outages for communication to stakeholders. In a digital world where uptime is money, communication about planned maintenance is crucial. Our Planned Maintenance Window Template is designed to help you convey essential information about scheduled updates, ensuring that your stakeholders are well-prepared and informed. What is the Purpose of a Planned Maintenance Window Template? The Planned Maintenance Window Template aims to: Notify Stakeholders: Make sure all relevant parties are aware of the planned maintenance and what it means for them. Minimize Impact: Help users plan their activities around the maintenance window to reduce its impact. Clarify Details: Provide all essential details like affected services, expected downtime, and time zones. Offer Support: Give information on how to reach customer support for questions or issues. Where and When to Use a Planned Maintenance Window Template? Ideal For: SaaS Providers Web Hosting Services IT Teams in Corporate Settings When to Use: Ahead of a planned system or software upgrade Before server maintenance activities Whenever you need to halt services for maintenance What's Inside? The Planned Maintenance Window Template includes: Notification Details: Including the date, time, and expected duration. Affected Services: Clearly listing which services will be unavailable. Support Channels: Providing ways for stakeholders to ask questions or report issues. Additional Information Flexible: The template can be adapted for different types of maintenance and services. User-Friendly: Written in clear, straightforward language to avoid any misunderstanding. Why Choose Our Planned Maintenance Window Template? Effective communication is key to minimizing the impact of necessary service interruptions. Our Planned Maintenance Window Template helps you achieve that goal by ensuring that all stakeholders are well-informed and prepared. Let us help you turn a potential point of friction into a demonstration of reliability and customer focus.

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