ITIL
ITIL
ITIL
1 Introduction
ITIL is part of a suite of best-practice publications key principles, required processes and activities,
for IT service management (ITSM).1 ITIL provides organization and roles, technology, associated
guidance to service providers on the provision of challenges, critical success factors and risks. The
quality IT services, and on the processes, functions service lifecycle uses a hub-and-spoke design, with
and other capabilities needed to support them. service strategy at the hub, and service design,
ITIL is used by many hundreds of organizations transition and operation as the revolving lifecycle
around the world and offers best-practice guidance stages or ‘spokes’. Continual service improvement
applicable to all types of organization that surrounds and supports all stages of the service
provide services. ITIL is not a standard that has to lifecycle. Each stage of the lifecycle exerts influence
be followed; it is guidance that should be read on the others and relies on them for inputs and
and understood, and used to create value for the feedback. In this way, a constant set of checks
service provider and its customers. Organizations and balances throughout the service lifecycle
are encouraged to adopt ITIL best practices and to ensures that as business demand changes with
adapt them to work in their specific environments business need, the services can adapt and respond
in ways that meet their needs. effectively.
ITIL is the most widely recognized framework for In addition to the core publications, there is also a
ITSM in the world. In the 20 years since it was complementary set of ITIL publications providing
created, ITIL has evolved and changed its breadth guidance specific to industry sectors, organization
and depth as technologies and business practices types, operating models and technology
have developed. ISO/IEC 20000 provides a formal architectures.
and universal standard for organizations seeking to
have their service management capabilities audited
1.1 Overview
and certified. While ISO/IEC 20000 is a standard to
be achieved and maintained, ITIL offers a body of ITIL Service Transition provides best-practice
knowledge useful for achieving the standard. guidance for the service transition stage of the ITIL
service lifecycle. Although this publication can be
In 2007, the second major refresh of ITIL was
published in response to significant advancements
in technology and emerging challenges for IT
service providers. New models and architectures
such as outsourcing, shared services, utility Continual
service
computing, cloud computing, virtualization, web improvement
services and mobile commerce have become Service
transition
widespread within IT. The process-based approach
of ITIL was augmented with the service lifecycle
to address these additional service management
challenges. In 2011, as part of its commitment
Service
to continual improvement, the Cabinet Office strategy
published this update to improve consistency across
the core publications. Service
Service
design
operation
The ITIL framework is based on the five stages
of the service lifecycle as shown in Figure 1.1,
with a core publication providing best-practice
guidance for each stage. This guidance includes
1 ITSM and other concepts from this chapter are described in more detail
in Chapter 2. Figure 1.1 The ITIL service lifecycle
read in isolation, it is recommended that it is used planning, building, testing, evaluation and
in conjunction with the other core ITIL publications. deployment. The publication also considers service
retirement and transfer of services between service
1.1.1 Purpose and objectives of service providers. The guidance focuses on how to ensure
transition that the requirements from service strategy,
developed in service design, are effectively realized
The purpose of the service transition stage of the
in service operation while controlling the risks of
service lifecycle is to ensure that new, modified
failure and subsequent disruption.
or retired services meet the expectations of the
business as documented in the service strategy and Consideration is given to:
service design stages of the lifecycle.
■■ Managing the complexity associated with
The objectives of service transition are to: changes to services and service management
■■ Plan and manage service changes efficiently and
processes
effectively ■■ Allowing for innovation while minimizing the
unintended consequences of change
■■ Manage risks relating to new, changed or
retired services ■■ Introducing new services
■■ Successfully deploy service releases into ■■ Changes to existing services, e.g. expansion,
supported environments reduction, change of supplier, acquisition or
disposal of sections of user base or suppliers,
■■ Set correct expectations on the performance
change of requirements or skills availability
and use of new or changed services
■■ Decommissioning and discontinuation
■■ Ensure that service changes create the expected
of services, applications or other service
business value
components
■■ Provide good-quality knowledge and
■■ Transferring services to and from other service
information about services and service assets.
providers.
In order to achieve these objectives, there are many
Guidance on transferring the control of services
things that need to happen during the service
includes transfer in the following circumstances:
transition lifecycle stage. These include:
■■ Out to a new supplier, e.g. outsourcing
■■ Planning and managing the capacity and
resources required to manage service transitions ■■ From one supplier to another
BL BL BL BL BL BL BL BL
■■ ITIL Service Operation development and strategic risks are among the
■■ ITIL Continual Service Improvement other major topics.
Each one addresses capabilities having direct Organizations should use ITIL Service Strategy to
impact on a service provider’s performance. The set objectives and expectations of performance
core is expected to provide structure, stability and towards serving customers and market
strength to service management capabilities, with spaces, and to identify, select and prioritize
durable principles, methods and tools. This serves opportunities. Service strategy is about ensuring
to protect investments and provide the necessary that organizations are in a position to handle
basis for measurement, learning and improvement. the costs and risks associated with their service
The introductory guide, Introduction to the ITIL portfolios, and are set up not just for operational
Service Lifecycle, provides an overview of the effectiveness but for distinctive performance.
lifecycle stages described in the ITIL core. Organizations already practising ITIL can use ITIL
ITIL guidance can be adapted to support various Service Strategy to guide a strategic review of their
business environments and organizational ITIL-based service management capabilities and to
strategies. Complementary ITIL publications improve the alignment between those capabilities
provide flexibility to implement the core in a and their business strategies. ITIL Service Strategy
diverse range of environments. Practitioners can will encourage readers to stop and think about why
select complementary publications as needed something is to be done before thinking of how.
to provide traction for the ITIL core in a given
context, in much the same way as tyres are selected 1.2.2 Service design
based on the type of vehicle, purpose and road For services to provide true value to the business,
conditions. This is to increase the durability and they must be designed with the business objectives
portability of knowledge assets and to protect in mind. Design encompasses the whole IT
investments in service management capabilities. organization, for it is the organization as a whole
that delivers and supports the services. Service
1.2.1 Service strategy design is the stage in the lifecycle that turns a
At the centre of the service lifecycle is service service strategy into a plan for delivering the
strategy. Value creation begins here with business objectives.
understanding organizational objectives and ITIL Service Design provides guidance for the
customer needs. Every organizational asset design and development of services and service
including people, processes and products should management practices. It covers design principles
support the strategy. and methods for converting strategic objectives
ITIL Service Strategy provides guidance on how into portfolios of services and service assets.
to view service management not only as an The scope of ITIL Service Design is not limited
organizational capability but as a strategic asset. to new services. It includes the changes and
It describes the principles underpinning the improvements necessary to increase or maintain
practice of service management which are useful value to customers over the lifecycle of services, the
for developing service management policies, continuity of services, achievement of service levels,
guidelines and processes across the ITIL service and conformance to standards and regulations. It
lifecycle. guides organizations on how to develop design
capabilities for service management.
Topics covered in ITIL Service Strategy include the
development of market spaces, characteristics Other topics in ITIL Service Design include design
of internal and external provider types, service coordination, service catalogue management,
assets, the service portfolio and implementation service level management, availability
of strategy through the service lifecycle. Business management, capacity management, IT service
relationship management, demand management, continuity management, information security
financial management, organizational management and supplier management.
Glossary
Guidance
Models
PRINCE2®
Maturity Programme management (MSP®)
Model
(P2MM)
Project management (PRINCE2®)
Figure 1.3 ITIL’s relationship with other Best Management Practice guides
themes in MSP is that a programme must add ■■ Non-prescriptive ITIL offers robust, mature and
more value than that provided by the sum of its time-tested practices that have applicability to
constituent project and major activities. all types of service organization. It continues
Cabinet Office (2011). Managing Successful to be useful and relevant in public and private
Programmes. TSO, London. sectors, internal and external service providers,
small, medium and large enterprises, and within
■■ Managing Successful Projects with PRINCE2®
any technical environment. Organizations
PRINCE2 (PRojects IN Controlled Environments,
should adopt ITIL and adapt it to meet
V2) is a structured method to help effective
the needs of the IT organization and their
project management via clearly defined
customers.
products. Key themes that feature throughout
■■ Best practice ITIL represents the learning
PRINCE2 are the dependence on a viable
experiences and thought leadership of the
business case confirming the delivery of
world’s best-in-class service providers.
measurable benefits that are aligned to an
organization’s objectives and strategy, while ITIL is successful because it describes practices that
ensuring the management of risks, costs and enable organizations to deliver benefits, return on
quality. investment and sustained success. ITIL is adopted
Office of Government Commerce (2009). by organizations to enable them to:
Managing Successful Projects with PRINCE2. ■■ Deliver value for customers through services
TSO, London.
■■ Integrate the strategy for services with the
■■ Portfolio, Programme and Project Offices business strategy and customer needs
(P3O®) P3O provides universally applicable ■■ Measure, monitor and optimize IT services and
guidance, including principles, processes and service provider performance
techniques, to successfully establish, develop ■■ Manage the IT investment and budget
and maintain appropriate support structures. ■■ Manage risk
These structures will facilitate delivery of
■■ Manage knowledge
business objectives (portfolios), programmes
■■ Manage capabilities and resources to deliver
and projects within time, cost, quality and other
services effectively and efficiently
organizational constraints.
■■ Enable adoption of a standard approach to
Office of Government Commerce (2008).
service management across the enterprise
Portfolio, Programme and Project Offices. TSO,
London. ■■ Change the organizational culture to support
the achievement of sustained success
■■ Improve the interaction and relationship with
1.4 Why is ITIL so successful? customers
ITIL embraces a practical approach to service ■■ Coordinate the delivery of goods and services
management – do what works. And what works across the value network
is adapting a common framework of practices ■■ Optimize and reduce costs.
that unite all areas of IT service provision towards
a single aim – that of delivering value to the
business. The following list defines the key
1.5 Chapter summary
characteristics of ITIL that contribute to its global ITIL Service Transition comprises:
success:
■■ Chapter 2 Service management as a practice
■■ Vendor-neutral ITIL service management This chapter explains the concepts of service
practices are applicable in any IT organization management and services, and describes
because they are not based on any particular how these can be used to create value. It also
technology platform or industry type. ITIL is summarizes a number of generic ITIL concepts
owned by the UK government and is not tied to that the rest of the publication depends on.
any commercial proprietary practice or solution.
■■ Chapter 3 Service transition principles ■■ Chapter 9 Challenges, risks and critical success
This chapter describes some of the key factors
principles of service transition that will enable It is important for any organization to
service providers to plan and implement best understand the challenges, risks and critical
practice in service transition. These principles success factors that could influence their success.
are the same irrespective of the organization; This chapter discusses typical examples of these
however, the approach may need to be tailored for the service transition lifecycle stage.
to circumstances, including the size of the
■■ Appendix A Description of asset types
organization, geographic distribution, culture
This appendix describes the key asset types
and available resources. It concludes with a
of management, organization, process,
table showing the major inputs and outputs for
knowledge, people, information, applications,
the service transition lifecycle stage.
infrastructure and financial capital.
■■ Chapter 4 Service transition processes
■■ Appendix B Risk assessment and management
Chapter 4 sets out the processes and activities
This appendix contains basic information about
on which effective service transition depends
several commonly used approaches to the
and how they integrate with the other stages of
assessment and management of risk.
the lifecycle.
■■ Appendix C Related guidance
■■ Chapter 5 Managing people through service
transitions This contains a list of some of the many external
methods, practices and frameworks that align
Chapter 5 deals with the management of
well with ITIL best practice. Notes are provided
organizational and stakeholder change, and
on how they integrate into the ITIL service
communications. These critical aspects of
lifecycle, and when and how they are useful.
service transition are key to the success of any
transition, and must be carefully managed. ■■ Appendix D Examples of inputs and outputs
across the service lifecycle
■■ Chapter 6 Organizing for service transition
This appendix identifies some of the major
This chapter identifies the organizational roles
inputs and outputs between each stage of the
and responsibilities that should be considered
service lifecycle.
to manage the service transition lifecycle stage
and processes. These roles are provided as ■■ References and further reading
guidelines and can be combined to fit into a This provides a list of other sources of
variety of organizational structures. Examples of information that both informed the writing
organizational structures are also provided. of this publication and can be used for further
■■ Chapter 7 Technology considerations study and exploration by readers.
ITIL service management practices gain ■■ Abbreviations and glossary
momentum when the right type of technical This contains a list of abbreviations and a
automation is applied. This chapter provides selected glossary of terms.
recommendations for the use of technology in
service transition and the basic requirements
a service provider will need to consider when
choosing service management tools.
■■ Chapter 8 Implementing service transition
For organizations new to ITIL, or those
wishing to improve their maturity and service
capability, this chapter outlines effective ways to
implement the service transition lifecycle stage.