Service Portfolio Management Bundle (ISO 20000, ITIL) (Document Bundle)

DESCRIPTION

This product (Service Portfolio Management Bundle [ISO 20000, ITIL]) is a Document Bundle, which you can download immediately upon purchase.

This product (Service Portfolio Management Governance Bundle – Policy + Process + Excel Toolkit [ISO/IEC 20000:2018, ITIL Compliance]) is a Document Bundle, which you can download immediately upon purchase.

Product: Service Portfolio Management Governance Bundle – Policy + Process + Excel Toolkit [ISO/IEC 20000:2018, ITIL Compliance]
Format: 2× Word (DOCX) + Excel (XLSX, with dashboards) · Immediate download upon purchase

What it is

An audit-ready Service Portfolio Management (SPM) kit that gives you the top-level policy, a fully structured process, and a practical Excel toolkit—so you can govern the Pipeline → Catalogue → Retired lifecycle in line with ISO/IEC 20000-1:2018 and ITIL. Expect clear quality gates (G1–G4), one authoritative portfolio of record, strict catalogue/change linkage, and explicit evidence mapping for auditors.


What's inside

1) Service Portfolio Management Policy (DOCX)
Concise, board-level rules that define a single "portfolio of record," mandatory G1–G4 gates, roles/authority, measures & targets, exceptions, and retention—designed to show conformity with ISO 20000 clauses 4–10 and to enforce audit-ready decisions. Includes required records (SPM-T01…T20) and freshness controls (≤30 days for Live entries).

2) Service Portfolio Management Process (DOCX)
A complete, clause-mapped procedure with workflow, RACI, triggers/inputs/outputs, CSFs & KPIs, interfaces (Change/Release, Service Catalogue, Finance, Architecture/Security/Privacy), risks & controls, reporting, training, tools, continual improvement, and a rigorous "Evidence Mapping for Auditors." Comes with Appendix A (data model & governance views) and a comprehensive template set SPM-T01…T20 (with samples).

3) SPM Excel Toolkit with Dashboard (XLSX)
A ready-to-use workspace aligned to the process templates—e.g., Portfolio Register (T03), Scoring & Screening (T05/T06), Exception Log (T08), KPI Pack (T13), Allocation Log (T14), Value Realisation (T19), and Retirement/Comms (T20)—plus dashboards for cadence, freshness, and decision evidence quality, so you can operationalize on day one.

Key features

✔ ISO/IEC 20000-1:2018 alignment with an explicit clause cross-reference and evidence pointers for traceability from requirement → control → record.

✔ One portfolio of record (no shadow lists), governed by G1–G4 quality gates and strict record linkage (review minutes → change/release → catalogue evidence).

✔ Catalogue only via controlled change (with a ≤48-hour instruction SLA) and record freshness ≤30 days for Live services to keep audits clean and defensible.

✔ KPI-driven control—% decisions with full evidence, time-to-decision, 100% catalogue updates via controlled change, portfolio freshness, retirement timeliness—each with owners and reaction plans.

✔ Independent assurance—segregation of duties, internal audit sampling minimums, CAR/CSI workflow, and Management Review minutes mapped to records.

✔ Templates SPM-T01…T20 (approach, criteria, register, scoring, reviews, allocations, KPI pack, audits, CAR/CSI, MR, value realisation, retirement) to standardize evidence and accelerate adoption.

Benefits

Audit-ready from day one. Clause mapping and the evidence matrix reduce audit effort, guesswork, and findings risk.

Clarity → speed. Defined gates, authority thresholds, and SLA-backed catalogue/change linkage cut time-to-decision and prevent "decision drift."

Single source of truth. A visible, current portfolio (with ≤30-day freshness) ends fragmentation and supports confident reporting and reviews.

Closed-loop governance. KPIs, audits, CAR/CSI, and MR keep performance improving quarter after quarter.

Who it's for

SPM leaders and governance boards, Service Catalogue managers, Service Owners, Finance/PMO partners, Architecture & Security leads, and Audit/Compliance teams—especially those preparing for ISO/IEC 20000 certification or maturing ITIL-aligned portfolio governance.

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