IT Service Management Fundamentals Playbook (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. 64 professional files with 349+ spreadsheet tabs and 2,730+ data rows
2. 210 scored assessment questions across 7 domain areas
3. 9 operational runbooks and checklists ready for immediate use

ITSM EXCEL DESCRIPTION

IT Service Management Fundamentals Playbook is an Excel template (XLSX) with a supplemental Zip archive file document available for immediate download upon purchase.

IT Service Management Fundamentals Playbook

Tickets are piling up. Resolution times are getting longer. Your team is firefighting instead of following a structured process. Users are frustrated and leadership wants answers.

Every hour of unplanned IT downtime costs mid-size companies $100,000 or more. Poor service management drives shadow IT, security gaps, and employee dissatisfaction.

Go from chaotic ticket queues to a structured, efficient service operation with every process documented, every SLA tracked, and every escalation path defined.

ITSM consultants charge $200 to $450 per hour. Full ITIL implementation projects run $50,000 to $150,000. This playbook gives you the same structured methodology, tools, and frameworks for a fraction of the cost.

WHAT IS INSIDE: 62 PROFESSIONAL FILES

This is not a course, not a workbook, not a set of slides. This is 62 practitioner-grade tools (6 PDFs + 56 Excel workbooks) organised across 11 folders, built for professionals who need to implement, not just learn.

THREE-PHASE IMPLEMENTATION JOURNEY

Phase 1 – Get your bearings (02_Self_Assessment_and_Diagnostics): Start with the Quick Scan diagnostic PDF for a fast executive-level overview. Then work through the RDMAICS Scoring Dashboard and Maturity Radar to understand exactly where you are across all seven im

Phase 2 – Set concrete goals (03_Requirements_and_Goal_Setting): Use the Project Charter and Scope Statement to lock in what success looks like. The RACI Matrix and Requirements Traceability Matrix ensure every stakeholder knows their role and every requirement is

Phase 3 – Implement, track, and sustain (05_Project_Management_Forms onwards): Work through a comprehensive library of 60+ PM form templates covering all five PMBOK process groups: Initiating, Planning, Executing, Monitoring and Controlling, and Closing. Every template is pre-co

210 ASSESSMENT QUESTIONS ACROSS 7 DOMAINS

Each domain contains 30 scored questions with automated maturity scoring. Run your first assessment in under an hour and know exactly where you stand.

•  Service Strategy
•  Service Design
•  Service Transition
•  Service Operation
•  Continual Service Improvement
•  ITIL Framework and Practices
•  Organizational Structures and Roles

9 OPERATIONAL RUNBOOKS AND CHECKLISTS

Not theory. Not concepts. Step-by-step operational procedures your team can execute from day one.

•  Incident Response Runbook v2
•  Change Approval Workflow Checklist
•  Service Design Handoff Protocol
•  Problem Management Lifecycle Checklist
•  Service Owner Monthly Task Guide
•  ITSM Tool Integration Checklist
•  Supplier Onboarding to Offboarding Checklist
•  Major Incident Management Playbook
•  Knowledge Article Creation and Approval Workflow

WHO BUYS THIS

•  Professionals implementing it service management fundamentals who need structure, not another generic guide
•  Consultants who want to deliver a professional-grade engagement without building every tool from scratch
•  Team leads and managers who need to demonstrate progress to leadership with real metrics
•  Compliance officers and auditors who need documented, defensible processes

WHAT MAKES THIS DIFFERENT

•  62 files, not a single PDF. This is a complete implementation toolkit.
•  210 scored assessment questions across 7 domains. Know exactly where you stand in under an hour.
•  9 operational runbooks. Not theory, step-by-step procedures your team can execute immediately.
•  Built by practitioners with 25 years of enterprise experience across 692 frameworks.
•  Used by professionals in 160+ countries.

Instant download. Open the first assessment. Score your organisation. Know exactly where to start.

Stop spending months building what already exists. Stop paying consultants $300/hour to create templates you could have today.

Source: Best Practices in ITSM Excel: IT Service Management Fundamentals Playbook Excel (XLSX) Spreadsheet, Gerard Blokdijk