Configuration Management Toolkit (ISO/IEC 20000:2018 & ITIL) (Excel XLSX)

This product (Configuration Management Toolkit [ISO/IEC 20000:2018, ITIL Compliance]) is an Excel template (XLSX), available for immediate download upon purchase.

Configuration Management Excel Toolkit with Dashboard (ISO/IEC 20000:2018 & ITIL Aligned)

This Excel-based toolkit is a complete, ready-to-use solution for managing configuration items (CIs) and CMDB accuracy in line with ISO/IEC 20000:2018 Clause 8.2.6 and ITIL best practices. It brings together a structured CI Register, relationship mapping, baselines, verification and audit logs, exception/CAR tracking, and a dynamic dashboard—giving you a single source of truth for Configuration Management governance.

What's inside the toolkit:

CI Register (Master Sheet)
•  Records every CI with unique ID, class/type, environment, owner, support group, status, version/build, location, supplier/contract, and authority of record.
•  Links CIs to services and critical dependencies; flags completeness (% mandatory attributes).
•  Includes verification due dates, last discovery timestamps, and evidence links.

Relationship Dictionary and Records
•  Controlled catalog of standardized relationship types (e.g., DEPENDS_ON, RUNS_ON, SECURED_BY).
•  Relationship records capture source/target CI, type code, verification/evidence, SLA impact, and critical-path flags.
•  Enables topology views and impact analysis for change, incident, and problem workflows.

Baseline Register
•  Baseline scope (service/release/class), creation/approval details, checksum/hash, immutability control.
•  Companion sheet for Included CIs to freeze a known-good state and support rollback.

Change and Configuration Updates
•  Change log (type, risk, approvals, backout) aligned with ITIL change categories.
•  Configuration update sheets to record attribute updates and relationship changes before/after baselines, with verification tickets.

Verification, Audit, and Reconciliation
•  Audit parameters (population, method, acceptance criteria) and audit entries (findings, severity, sources, CAR linkage).
•  CI verification checklist for attribute and relationship sampling, evidence capture, and pass/fail tracking.

Exceptions and Corrective Actions
•  Exception report for attribute/relationship discrepancies, risk acceptance and expiry, owners, and follow-up actions.
•  Corrective Action Register (CAR) with root cause, verification method, effectiveness checks, and on-time closure status.

Governance and Continual Improvement
•  Management Review and Governance Board Minutes templates (agenda, decisions, resources, owners, due dates).
•  Improvement Register to track CSI initiatives, targets, benefits, and outcomes.

KPI Dashboard (Automated Visuals)


Benefits
•  End-to-End CI Control: Manage discovery, baselining, changes, relationships, verification, and governance in one place.
•  Audit and Certification Ready: Provides structured, exportable evidence aligned to ISO/IEC 20000 and ITIL.
•  Actionable Insight: Dashboards, hot lists, and filters surface what's at risk or overdue—so you act fast.
•  Time and Cost Savings: Ready-to-use, customizable Excel solution that eliminates the need to build tools from scratch.
•  Easy Adoption: Clear lists, data validation, and consistent templates reduce user error and training time.

Who it's for
IT service managers, CMDB/configuration managers, compliance officers, auditors, and ITSM governance teams seeking a practical, efficient, and audit-ready solution for Configuration Management.

Questions?
Email support@flevy.com
or use the "Ask the Author a Question" form. If you cannot view the preview above this description, request the large preview link.

Source: Best Practices in ITIL, ISO 20K Excel: Configuration Management Toolkit (ISO/IEC 20000:2018, ITIL Compliance) Excel (XLSX) Spreadsheet, Ivana Nissen