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© ITSM Academy unless otherwise stated
Donna Knapp
@ITSM_Donna
Agile Service Management
Where ITIL® Meets Agile
#askitsm
@ITSMAcademy
info@itsmacademy.com
www.itsmacademy.com
www.itsmprofessor.net
ITIL® is a registered trade mark of AXELOS Limited.
2© ITSM Academy unless otherwise stated
Welcome!
 Full service provider of IT Service
Management (ITSM) education
and advice
 Accredited and sustainable
education and training
IT Infrastructure Library® (ITIL)
Process Design (CPDE)
DevOps
Agile Service Management
ISO/IEC 20000
 Author
 Curriculum Development Manager
 Certified Process Design Engineer
 ITIL Expert, ITIL Practitioner
 DevOps Foundation certified
 Certified Scrum Master
 Certified Agile Process Owner
 Certified Agile Service Manager
 Certified ISO/IEC 2000 Consultant/Manager
 Certified in Knowledge-Centered Support
(KCS) Principles
ITSM Academy Donna Knapp
IT Infrastructure Library® is a registered trade mark of AXELOS Limited.
3© ITSM Academy unless otherwise stated
Agile Service Management Defined
Agile Service Management involves adapting Agile
and Scrum values and practices to IT Service
Management (ITSM) processes and process design
and improvement activities.
Source: The Agile Service Management Guide
ITIL is a set of best practice publications for IT service management.
© ITSM Academy unless otherwise stated 44 Source: The ITSM Process Design Guide
Suppliers Customers
Process
ProcedureProcedure Procedure
Feedback Feedback
Input Output
Processes define what work to do.
Procedures define how to do the work.
A process is an Interrelated work activities that take specific inputs and
produce specific outputs that are of value to a customer.
Practice
Practice
Practices are activities that are repeated and socially recognized.
5© ITSM Academy unless otherwise stated
Why Processes are Important
Successful processes are repeatable.
Ad-hoc
Effective
Efficient
Repeatable
Repeatability is essential to measure process
effectiveness, efficiency and improvement.
© ITSM Academy unless otherwise stated 66
Every process is perfectly designed to get the outcome it gets.
If you don’t have a well-designed process, it should not be a
surprise that your customers are dissatisfied.
7© ITSM Academy unless otherwise stated
Why Agile ITSM Processes are Needed
We’re all being challenged to
 Reduce cycle times
 Speed up experimentation and learning
 Respond quickly to feedback and changing customer requirements
 Expand value streams to include customers, suppliers and partners
 Support knowledge workers
 Improve communication and collaboration
 Automate workflow
A myriad of factors are prompting IT organizations to streamline and, in some
cases, completely reengineer their ITSM processes.
The need for agility has always existed. The difference today is that change often occurs
over a period of days or weeks rather than months or years.
© ITSM Academy unless otherwise stated
Adapting Agile Values and Practices
9© ITSM Academy unless otherwise stated
Adapting Agile Values
Individuals
and interactions
Processes
and tools
Working
software
Comprehensive
documentation
Customer
collaboration
Contract
negotiations
Responding
to change
Following a
plan
While there is value in the items on the right,
we value the items on the left more.
OVER
The Agile Manifesto
Source: www.agilemanifesto.org
Do ‘just
enough’
Start light
Add weight
only when
needed
Take away
weight when
possible
10© ITSM Academy unless otherwise stated
MVP
Repeat after me!
It doesn’t have to be perfect, it only has to be good enough!
A minimum viable product (MVP) is the most pared down version of a product (or process) that can be
released and still provide enough value that people are willing to use it.
11© ITSM Academy unless otherwise stated
Adapting Agile Practices (1)
A Kanban board makes work
visible, limits work in progress
(WIP) and measures lead time,
cycle time and velocity.
Scrum is an iterative and
incremental Agile development
framework.
12© ITSM Academy unless otherwise stated
Adapting Agile Practices (2)
 Focus on customers needs (clarify
requirements)
 Shoot for iteration
 Chunk work up into small, digestible
increments
 Use time boxing
 Limit WIP to the point where you can
move quickly (or risk losing focus)
 Make your ‘in progress’ work visible
 Utilize the ‘backlog’ concept – keep
future tasks out-of-site
 Keep track of how much work you
can complete in a given block of
time
 Refine how you make commitments
 Focus on velocity (capacity) not
speed
 Be transparent
 Solicit feedback and input to keep
moving forward
 Be open and responsive to changes
 Stick to deadlines and milestones
Value incremental progress more than you value ‘perfection’.
13© ITSM Academy unless otherwise stated
Where ITIL Meets Agile
 A process increment is the
outcome of a sprint
 A potentially releasable
process increment
Is in a usable condition
Meets the Team’s definition of
‘Done’
Could be released but may not
be
ITIL
Core
© ITSM Academy unless otherwise stated 1414
 Requirements Definition
 Determine management’s vision and level of commitment
 Establish project and form a project team
 Define process and identify customer requirements
 Process Analysis
 Document ‘as is’ process and baseline current performance
 Assess conformance to customer requirements
 Benchmark current performance
 Process Design and Implementation
 Design or redesign process
 Solicit feedback, fine-tune and finalize the design
 Implement the new design
 Continual Process Improvement
 Assess performance and continually improve
Source: The ITSM Process Design Guide
Process Activity
Sprints
Strategic Sprint
CSI Sprints
Process Planning
Meeting
Applying Agile SM practices to the Ten Process Design and
Improvement Steps helps the Team stay focused.
Process Design Sprints (1)
15© ITSM Academy unless otherwise stated
Process Design Sprints (2)
Sprint(s)
Sprint(s)
Sprint(s)
Measure success by increments!
© ITSM Academy unless otherwise stated 1616
“… you have to get stuff in front of people as
early and often as possible so they can say, 'yes,'
'no,' or 'almost.' You want to disappoint them
repeatedly in a controlled fashion over a number
of months, so that eventually you can make them
extraordinarily happy".
Tim Ottinger
© ITSM Academy unless otherwise stated
Making the Case
18© ITSM Academy unless otherwise stated
Continual Service Improvement
Agile Processes Accommodate Practices (1)
Service
Strategy
Service
Design
Service
Transition
Service
Operation
Change Management
Service Asset and Configuration Management
Deployment Pipeline
Continuous Integration • Continuous Testing • Continuous Delivery
Release and Deployment Management
ITIL
Processes
Evolving DevOps Practices
Agile Service Management is an approach to Continual Service Improvement.
Standard ChangesProcess Model
Change Record vs.
Change Request
19© ITSM Academy unless otherwise stated
Continual Service Improvement
Agile Processes Accommodate Practices (2)
Service
Strategy
Service
Design
Service
Transition
Service
Operation
ChatOps
Incident Management
ITIL
Processes
Evolving DevOps Practices
Major IncidentsProcess Model
Problem Management
Models make it easy for people to do the right thing!
© ITSM Academy unless otherwise stated 2020
“Perfection is achieved…when there is
nothing left to take away.”
Antoine de Saint-Exupery
Agile
LeanITSM
21© ITSM Academy unless otherwise stated
The Bottom Line
Agile Service Management
Delivers process increments quickly
Responds to emerging requirements
Adapts processes to evolving circumstances, needs, goals and objectives
Embraces empirical process control
Empirical process control involves making decisions based on observation and
experimentation rather than on detailed upfront planning. Empirical process control relies
on the three main pillars: transparency, inspection and adaptation.
© ITSM Academy unless otherwise stated
Getting Started
23© ITSM Academy unless otherwise stated
Start Where You Are!
 Build and educate a cross-functional process
improvement team
 Adopt ITIL and embrace its guiding principles
 Develop a process improvement matrix
 Develop a Minimum Viable ITSM checklist
 What to design in
 What to design out
 Set goals
 Simplify and automate X processes
 Deliver X% savings over time
 Adapt ITIL processes to your organization’s
circumstances, needs, goals and objectives
 Foster the team’s ability to experiment and learn
 Claim the benefits
ITIL Practitioner
Guiding Principles
 Focus on value
 Design for experience
 Start where you are
 Work holistically
 Progress iteratively
 Observe directly
 Be transparent
 Collaborate
 Keep it simple
Source: ITIL Practitioner Guidance
24© ITSM Academy unless otherwise stated
Agile Service Management Roles
Certified Agile Service Manager (CASM)®
 Operational equivalent of a
Scrum Master
 Responsible for ensuring Agile
Service Management theory,
practices and rules are
understood
Certified Agile Process Owner (CAPO)®
 Operational equivalent of a
Scrum Product Owner
 Responsible for maximizing the
value of a process and the work
of the process improvement team
CASM and CAPO are both role-based qualifications.
Both are grounded in Agile Service Management which involves adapting
Agile and Scrum values and practices to IT Service Management (ITSM)
processes and process design and improvement activities.
© ITSM Academy unless otherwise stated
Want to Learn More?
26© ITSM Academy unless otherwise stated
ITSM Academy Course Catalog
27© ITSM Academy unless otherwise stated
Course Calendar
Class Next Class Date (2017)
ITIL See Calendar
DevOps Foundation Virtual: Jan 10-13 (10am-2pm ET)
ITIL Practitioner Virtual: June 6-8 (9am-5 pm ET)
Certified Process Design Engineer Virtual: Feb 13-17 (12pm-5pm ET)
Certified Agile Service Manager Virtual: Jan 31-Feb 2 (12pm-4pm ET)
Certified Agile Process Owner Virtual: Feb 28-Mar 3 (10am-2pm ET)
www.itsmacademy.com
info@itsmacademy.com
How to do it using Agile
(Scrum) practices
What to do
How to do it
How to manage it
Promo code (AGILE20)
Ask about our Agile Pass and Pass Plus!

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Agile Service Management - Where ITIL Meets Agile an ITSM Academy Webinar

  • 1. © ITSM Academy unless otherwise stated Donna Knapp @ITSM_Donna Agile Service Management Where ITIL® Meets Agile #askitsm @ITSMAcademy info@itsmacademy.com www.itsmacademy.com www.itsmprofessor.net ITIL® is a registered trade mark of AXELOS Limited.
  • 2. 2© ITSM Academy unless otherwise stated Welcome!  Full service provider of IT Service Management (ITSM) education and advice  Accredited and sustainable education and training IT Infrastructure Library® (ITIL) Process Design (CPDE) DevOps Agile Service Management ISO/IEC 20000  Author  Curriculum Development Manager  Certified Process Design Engineer  ITIL Expert, ITIL Practitioner  DevOps Foundation certified  Certified Scrum Master  Certified Agile Process Owner  Certified Agile Service Manager  Certified ISO/IEC 2000 Consultant/Manager  Certified in Knowledge-Centered Support (KCS) Principles ITSM Academy Donna Knapp IT Infrastructure Library® is a registered trade mark of AXELOS Limited.
  • 3. 3© ITSM Academy unless otherwise stated Agile Service Management Defined Agile Service Management involves adapting Agile and Scrum values and practices to IT Service Management (ITSM) processes and process design and improvement activities. Source: The Agile Service Management Guide ITIL is a set of best practice publications for IT service management.
  • 4. © ITSM Academy unless otherwise stated 44 Source: The ITSM Process Design Guide Suppliers Customers Process ProcedureProcedure Procedure Feedback Feedback Input Output Processes define what work to do. Procedures define how to do the work. A process is an Interrelated work activities that take specific inputs and produce specific outputs that are of value to a customer. Practice Practice Practices are activities that are repeated and socially recognized.
  • 5. 5© ITSM Academy unless otherwise stated Why Processes are Important Successful processes are repeatable. Ad-hoc Effective Efficient Repeatable Repeatability is essential to measure process effectiveness, efficiency and improvement.
  • 6. © ITSM Academy unless otherwise stated 66 Every process is perfectly designed to get the outcome it gets. If you don’t have a well-designed process, it should not be a surprise that your customers are dissatisfied.
  • 7. 7© ITSM Academy unless otherwise stated Why Agile ITSM Processes are Needed We’re all being challenged to  Reduce cycle times  Speed up experimentation and learning  Respond quickly to feedback and changing customer requirements  Expand value streams to include customers, suppliers and partners  Support knowledge workers  Improve communication and collaboration  Automate workflow A myriad of factors are prompting IT organizations to streamline and, in some cases, completely reengineer their ITSM processes. The need for agility has always existed. The difference today is that change often occurs over a period of days or weeks rather than months or years.
  • 8. © ITSM Academy unless otherwise stated Adapting Agile Values and Practices
  • 9. 9© ITSM Academy unless otherwise stated Adapting Agile Values Individuals and interactions Processes and tools Working software Comprehensive documentation Customer collaboration Contract negotiations Responding to change Following a plan While there is value in the items on the right, we value the items on the left more. OVER The Agile Manifesto Source: www.agilemanifesto.org Do ‘just enough’ Start light Add weight only when needed Take away weight when possible
  • 10. 10© ITSM Academy unless otherwise stated MVP Repeat after me! It doesn’t have to be perfect, it only has to be good enough! A minimum viable product (MVP) is the most pared down version of a product (or process) that can be released and still provide enough value that people are willing to use it.
  • 11. 11© ITSM Academy unless otherwise stated Adapting Agile Practices (1) A Kanban board makes work visible, limits work in progress (WIP) and measures lead time, cycle time and velocity. Scrum is an iterative and incremental Agile development framework.
  • 12. 12© ITSM Academy unless otherwise stated Adapting Agile Practices (2)  Focus on customers needs (clarify requirements)  Shoot for iteration  Chunk work up into small, digestible increments  Use time boxing  Limit WIP to the point where you can move quickly (or risk losing focus)  Make your ‘in progress’ work visible  Utilize the ‘backlog’ concept – keep future tasks out-of-site  Keep track of how much work you can complete in a given block of time  Refine how you make commitments  Focus on velocity (capacity) not speed  Be transparent  Solicit feedback and input to keep moving forward  Be open and responsive to changes  Stick to deadlines and milestones Value incremental progress more than you value ‘perfection’.
  • 13. 13© ITSM Academy unless otherwise stated Where ITIL Meets Agile  A process increment is the outcome of a sprint  A potentially releasable process increment Is in a usable condition Meets the Team’s definition of ‘Done’ Could be released but may not be ITIL Core
  • 14. © ITSM Academy unless otherwise stated 1414  Requirements Definition  Determine management’s vision and level of commitment  Establish project and form a project team  Define process and identify customer requirements  Process Analysis  Document ‘as is’ process and baseline current performance  Assess conformance to customer requirements  Benchmark current performance  Process Design and Implementation  Design or redesign process  Solicit feedback, fine-tune and finalize the design  Implement the new design  Continual Process Improvement  Assess performance and continually improve Source: The ITSM Process Design Guide Process Activity Sprints Strategic Sprint CSI Sprints Process Planning Meeting Applying Agile SM practices to the Ten Process Design and Improvement Steps helps the Team stay focused. Process Design Sprints (1)
  • 15. 15© ITSM Academy unless otherwise stated Process Design Sprints (2) Sprint(s) Sprint(s) Sprint(s) Measure success by increments!
  • 16. © ITSM Academy unless otherwise stated 1616 “… you have to get stuff in front of people as early and often as possible so they can say, 'yes,' 'no,' or 'almost.' You want to disappoint them repeatedly in a controlled fashion over a number of months, so that eventually you can make them extraordinarily happy". Tim Ottinger
  • 17. © ITSM Academy unless otherwise stated Making the Case
  • 18. 18© ITSM Academy unless otherwise stated Continual Service Improvement Agile Processes Accommodate Practices (1) Service Strategy Service Design Service Transition Service Operation Change Management Service Asset and Configuration Management Deployment Pipeline Continuous Integration • Continuous Testing • Continuous Delivery Release and Deployment Management ITIL Processes Evolving DevOps Practices Agile Service Management is an approach to Continual Service Improvement. Standard ChangesProcess Model Change Record vs. Change Request
  • 19. 19© ITSM Academy unless otherwise stated Continual Service Improvement Agile Processes Accommodate Practices (2) Service Strategy Service Design Service Transition Service Operation ChatOps Incident Management ITIL Processes Evolving DevOps Practices Major IncidentsProcess Model Problem Management Models make it easy for people to do the right thing!
  • 20. © ITSM Academy unless otherwise stated 2020 “Perfection is achieved…when there is nothing left to take away.” Antoine de Saint-Exupery Agile LeanITSM
  • 21. 21© ITSM Academy unless otherwise stated The Bottom Line Agile Service Management Delivers process increments quickly Responds to emerging requirements Adapts processes to evolving circumstances, needs, goals and objectives Embraces empirical process control Empirical process control involves making decisions based on observation and experimentation rather than on detailed upfront planning. Empirical process control relies on the three main pillars: transparency, inspection and adaptation.
  • 22. © ITSM Academy unless otherwise stated Getting Started
  • 23. 23© ITSM Academy unless otherwise stated Start Where You Are!  Build and educate a cross-functional process improvement team  Adopt ITIL and embrace its guiding principles  Develop a process improvement matrix  Develop a Minimum Viable ITSM checklist  What to design in  What to design out  Set goals  Simplify and automate X processes  Deliver X% savings over time  Adapt ITIL processes to your organization’s circumstances, needs, goals and objectives  Foster the team’s ability to experiment and learn  Claim the benefits ITIL Practitioner Guiding Principles  Focus on value  Design for experience  Start where you are  Work holistically  Progress iteratively  Observe directly  Be transparent  Collaborate  Keep it simple Source: ITIL Practitioner Guidance
  • 24. 24© ITSM Academy unless otherwise stated Agile Service Management Roles Certified Agile Service Manager (CASM)®  Operational equivalent of a Scrum Master  Responsible for ensuring Agile Service Management theory, practices and rules are understood Certified Agile Process Owner (CAPO)®  Operational equivalent of a Scrum Product Owner  Responsible for maximizing the value of a process and the work of the process improvement team CASM and CAPO are both role-based qualifications. Both are grounded in Agile Service Management which involves adapting Agile and Scrum values and practices to IT Service Management (ITSM) processes and process design and improvement activities.
  • 25. © ITSM Academy unless otherwise stated Want to Learn More?
  • 26. 26© ITSM Academy unless otherwise stated ITSM Academy Course Catalog
  • 27. 27© ITSM Academy unless otherwise stated Course Calendar Class Next Class Date (2017) ITIL See Calendar DevOps Foundation Virtual: Jan 10-13 (10am-2pm ET) ITIL Practitioner Virtual: June 6-8 (9am-5 pm ET) Certified Process Design Engineer Virtual: Feb 13-17 (12pm-5pm ET) Certified Agile Service Manager Virtual: Jan 31-Feb 2 (12pm-4pm ET) Certified Agile Process Owner Virtual: Feb 28-Mar 3 (10am-2pm ET) www.itsmacademy.com info@itsmacademy.com How to do it using Agile (Scrum) practices What to do How to do it How to manage it Promo code (AGILE20) Ask about our Agile Pass and Pass Plus!