I.T. MANAGEMENT EDUCATION AND TEMPLATES!


When you learn the 'service strategy' process, you will learn both the strategic concepts and the executable steps. This ensures that you understand why the process works the way it does, as well as the actual steps required to make process work happen. If you want a first hand look before you commit to the full Toolkit, you can get started by enrolling in our free Service Strategy Starter Course.


The IT Service Strategy Toolkit contains 50+ learning components, including lessons, videos, infographics, templates and more. Here's what you can expect to learn and accomplish:

Service Strategy Basics

The Toolkit course contains 30+ 'service strategy' lessons, starting with a review of key I.T. management basics and the role of the service strategy process.

Planning Your Service Strategy

After a review of the basics, the Toolkit teaches you how to use multiple service strategy techniques to plan and create a realistic 'IT management vision'.

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Forming Service Partnerships

Next, we teach you how to promote your service strategy 'vision' using IT/End-User Partnership, project engagement, and customer service techniques.

Implementing Service Strategies

Then it's time for lessons teaching you how to implement and maintain your service strategy using "fast tracked" methods for planning, projects and problem management.

Reviewing Service Results

Learning continues with lessons teaching you how to plan and implement the I.T. service review, to gather and evaluate end-user feedback, and find ways to improve.

And There's Tools Too

After you've learned all the concepts and steps, you can download the templates, including the I.T. Vision Statement Template, Service Review Process Plan, Service Review Survey and more.


Introduction Curriculum

These are the components in Chapter 1 of the I.T. Service Strategy Toolkit:
  • Big Picture Video Part 1 - What is Fast Track Management?
  • Big Picture Video Part 2 - Introducing the Service Strategy Process
  • The Big Picture Process Diagram (PDF)
  • The Big Picture Process Quiz
  • Introduction - Quick Start (Video)
  • Lesson 1 - IT Management Basics (Principles and Theory) (PDF)
  • Lesson 2 - IT Management Vision (PDF)
  • Lesson 3 - Vision Management Risks and Constraints (PDF)
  • Lesson 3 - Vision Management Skills (PDF)
  • Reference - Vision Skills Assessment Tips (Text)
  • Test - Vision Skills Assessment Quiz (Online Quiz)

Creating the Strategy Curriculum

These are the components in Chapter 2 of the I.T. Service Strategy Toolkit:
  • Lesson 1 - Understanding Define, Align and Approve (PDF)
  • Lesson 2 - IT Management Stakeholders (PDF)
  • Lesson 3 - The IT Service Portfolio (PDF)
  • Lesson 4 - The IT Vision Statement (PDF)
  • Lesson 5 - The IT Service Level Agreement (PDF)
  • Lesson 6 - Strategies for IT Policy Making (PDF)
  • Lesson 7 - Decision Making Strategies for IT Planning (PDF)
  • Lesson 7 - The Basics of Return on Investment (PDF)
  • Reference - IT Policy Making Infographic (Diagram)

Promoting the Strategy Curriculum

These are the components in Chapter 3 of the I.T. Service Strategy Toolkit:
  • Lesson 1 - Building the IT/End-User Partnership (PDF)
  • Lesson 2 - End-User Roles in IT Projects (PDF)
  • Lesson 3 - Customer Service Strategies for IT End-Users (PDF)

Sustaining the Strategy Curriculum

These are the components in Chapter 4 of the I.T. Service Strategy Toolkit:
  • Lesson 1 - The Value of IT Management Standards (PDF)
  • Lesson 2 - The Manage by Process Framework (PDF)
  • Lesson 3 - Project Management in the IT Environment (PDF)
  • Lesson 4 - Proactive Problem Management in the IT Environment (PDF)
  • Lesson 5 - The Role of the IT Service Review (PDF)
  • Knowledge Test - Name that Strategy Quiz (Online Quiz)

Service Review Practices

These are the components in Chapter 5 of the I.T. Service Strategy Toolkit:
  • Lesson 1 - Service Review Standards (PDF)
  • Lesson 2 - Service Review Originating Triggers (PDF)
  • Lesson 3 - Service Review Size and Scope (PDF)
  • Lesson 4 - Service Review Stakeholders (PDF)
  • Lesson 5 - Service Review Steps and Workflow (PDF)

Service Review Deliverables

These are the components in Chapter 6 of the I.T. Service Strategy Toolkit:
  • Lesson 1 - Deliverables Overview (PDF)
  • Lesson 2 - The Service Review Planning Deliverables (PDF)
  • Lesson 3 - The Service Review Data Collection Deliverables (PDF)
  • Lesson 4 - The Service Review Data Reporting Deliverables (PDF)
  • Lesson 5 - The Service Review Data Analysis Deliverables (PDF)
  • Lesson 6 - Service Review Lessons Learned (PDF)

Templates and Spreadsheets for Download

These are the template and related reference components of the I.T. Service Strategy Toolkit:
  • Reference - Template Instruction Manual (PDF)
  • Reference - Spreadsheet Instruction Manual (PDF)
  • Download 1 - The IT Vision Statement Template (Microsoft Word)
  • Download 2 - The Service Review Process Plan (Microsoft Word)
  • Download 3 - Service Review Survey Workbook (Microsoft Excel)
  • Download 4 - Service Review Survey Results Workbook (Microsoft Excel)
  • Download 5 - Service Review Analysis Template (Microsoft Word)

Note: Toolkit components can be added and updated at any time. When you sign in, you will always have access to the latest lessons, templates and materials available. Once you register, you will have access to all future additions and updates at no additional cost.