Service Portfolio checklist

by Elina D

The ITSM service portfolio is a collection of all an organization's services. It includes information on the service lifecycle, service catalog, service levels, and more. The ITSM service portfolio is essential because it provides a clear overview of all the services that an organization offers and helps ensure that those services are delivered consistently and efficiently.

Service Portfolio checklist 

If you're unsure where to start with your ITSM service portfolio, this checklist will help you get started. It includes everything you need in your service portfolio, from the service lifecycle to the service catalog. In addition, it is a living document that should be updated regularly to reflect changes in the services offered.

A service portfolio checklist is a tool that helps service providers to assess their current service portfolio and identify gaps. It can be used to assess the alignment of the portfolio with the company's strategy and business objectives, as well as to identify opportunities for improvement.

Service portfolio checklist during different stages

Service providers use different types of service portfolio checklists to manage and assess their portfolios. The checklist depends on the provider's portfolio management process, service life cycle stage, and other factors.

• Operations

One type of service portfolio checklist is used during the service life cycle stage of operation. This type of checklist focuses on assessing and managing the operational aspects of the service portfolio. It includes service level agreements (SLAs), performance indicators, and capacity planning.

• Delivery

Another type of service portfolio checklist is used during the service life cycle stage of delivery. This type of checklist focuses on assessing and managing the delivery aspects of the service portfolio. It includes change management, release management, and configuration management.

• Retirement

The third type of service portfolio checklist is used during the service life cycle stage of retirement. This type of checklist focuses on assessing and managing the retirement aspects of the service portfolio. It includes data migration, application decommissioning, and system decommissioning.

• Post service

The fourth type of service portfolio checklist is used during the post-service life cycle stage. This type of checklist focuses on assessing and managing the post-service aspects of the service portfolio. It includes knowledge transfer, customer satisfaction surveys, and process improvement plans.

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Importance of service portfolio checklist

There are many ways that a service portfolio checklist can be used to improve service delivery. Below are some ideas:
• A service portfolio checklist is a critical tool for any organization that wants to ensure the quality of its service offerings. By assessing the service portfolio against a set of best practices, the organization can identify gaps and opportunities for improvement.
• The service portfolio checklist can also be used to assess the maturity of an organization's service management processes. By evaluating the strategies against a set of best practices, the organization can identify areas in which it needs to mature its processes.
• The checklist can be used as a standalone tool or as part of a larger service portfolio management initiative. In either case, it is an essential tool for any organization that wants to ensure the quality of its service offerings.
• By having a service portfolio checklist, businesses can ensure that they provide the best possible service to their customers and that their operations are running smoothly and efficiently.

What to include in your service portfolio checklist

If you are thinking of creating a service portfolio for your company, here is a checklist of what to include:
• A list of all existing services, including a brief description of each
• A list of new services under development, including a short description of each
• A list of retired services, including a short description of each
• A service catalog, which is a more detailed list of all services offered by the company
• A service road map, which outlines the future direction of the company's service offerings
• Service Level Agreements (SLAs) for each service levels
• OLAs for each service's operational levels
• Key performance indicators (KPIs) for each service - A list of service providers, including contact information

Checklist to create a service portfolio

Service Portfolio checklist

1. Current services

Your current services should be in your service portfolio. If you don't include them, giving stakeholders an overall view of what they can expect will be challenging. You should think about the following:

  • The fees you charge for each service
  • A description of each service
  • The target market for each service
  • The distinctive features of each service
  • Any additional services you offer

2. Service name and description

The first thing you need to include in your service portfolio is the name of the service, along with a brief description. This will help potential clients understand what the service is and what it entails.

3. Service benefits

Next, you need to list the benefits of your service. This is important because it will help clients see the value in what you’re offering. When listing the benefits of your service, be sure to use language that is clear and easy to understand.

4. Client requirements

Now it's time to get into the nitty-gritty – in other words, it's time to list the criteria for your service. This includes price, minimum contract length, and other requirements clients need to know. Again, be sure to use clear and concise language, so there is no confusion.

5. Service levels

Next, you need to list the service levels that are available with your service. This includes uptime, response time, and other relevant metrics. It's essential to be as transparent as possible regarding service levels so that clients know what they can expect.

6. Service support

Finally, you need to include information about the support available for your service. This includes customer support contact information, FAQs, and troubleshooting guides. It's essential to ensure that clients know how to get in touch with you if they have any problems getting the help they need.

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