Service Portfolio Management Toolbox (Excel)
Run your entire service portfolio—from idea to retirement—in one fast, audit-ready workbook. The SPM Toolbox (v1) turns spreadsheets into a real operating system: capture every service, score it, decide, allocate budget/capacity, track KPIs and value, log exceptions, and retire cleanly—then surface everything on a Portfolio Dashboard.
Why teams love it
• Single source of truth: One register for every service with owner, status, tier, dependencies, risk flags, and live links to decisions and evidence.
• Decisions you can defend: Weighted 0–5 scoring with custom criteria and built-in FIN/ARCH/Risk endorsements.
• Management-ready in minutes: Auto-structured KPI pack and roadmap views—no messy rebuilding every month.
• Audit-proof traceability: Every decision, change reference, timestamp, and link captured end-to-end.
• Built for cadence: Daily/weekly/monthly/quarterly checklists baked in so nothing slips.
What's inside (ready-to-use tabs)
T02 Criteria – Define your scoring model (weights, scales, owners, data sources).
T03 Register – Master list of services (ID, owner, tier, status, value hypothesis, dependencies, risk flags, last updated) with links to T05/T12/T14/T19/T20.
T04 Charter – One-page service brief (problem/opportunity, KPIs, cost/capacity ask, architecture fit, risks, endorsements).
T05 Scoring – Weighted scoring per criterion with evidence notes + FIN/ARCH/Risk endorsements.
T06 Screening – Go/No-Go log with rationale, due dates, SLA, and next steps.
T07 KPIs – KPI catalogue (definition/formula, targets, frequency, owner, data lineage).
T08 Exceptions – Breaches and non-conformities, linked to CAR/CSI.
T10 Roadmap – Milestones, dependencies, owners.
T12 Actions – Review minutes + Change/Release ref, catalogue instruction timestamp, and Decision→Catalogue (hours) to enforce your ≤48h SLA.
T13 KPI Pack – Ready-made reporting pack (targets, thresholds/breach rules, commentary, reaction plans).
T14 Allocation – Budget & capacity decisions (before/after, approval refs, PMO links).
T15 CAR – Corrective Action Requests with effectiveness verification.
T16 CSI – Continuous improvement log with expected benefits and verification metrics.
T19 Value – Benefit realization (baseline, targets, actuals, variance, follow-ups).
T20 Retire-Comms – Retirement checklist (consumer comms, supplier EoL, data disposition, catalogue confirmation, residual risk).
Dashboard – Portfolio snapshot for leadership.
_lists – Controlled vocabularies (Status, Decision, Severity, Tier, Category, etc.) to keep data clean.
Introduction & How to use – Clear operating guide, governance rules, and review cadence.
Designed for
Heads of Service/Portfolio, PMO, ITSM & Ops leaders, platform owners, and product-minded teams who need clarity, control, and compliance without heavy tooling.
Works how you work
• 100% Excel (.xlsx).
• No macros required; optional BuildSPMDashboard VBA module supported if you want one-click dashboard build (desktop Excel).
The payoff
• Prioritize what matters, with evidence.
• Keep leadership aligned with crisp, consistent reporting.
• Pass audits with confidence thanks to full traceability.
• Reclaim hours every week—spend time steering the portfolio, not wrangling slides.
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Source: Best Practices in ITIL, ISO 20K Excel: Service Portfolio Management Toolkit (ISO/IEC 20000, ITIL) Excel (XLSX) Spreadsheet, ITSM Consulting
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Service Portfolio Management Bundle (ISO 20000, ITIL)
This bundle contains 3 total documents. See all the documents to the right.
ITIL ISO 20000 Change Management Process Improvement Maturity Model Business Framework PowerPoint Diagrams Project Management Strategy Development Dashboard Design Specialized PowerPoint Templates Organizational Design Current State Assessment Business Case Development Financial Modeling Business Case Example Target Operating Model Feasibility Study
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