Service Portfolio Management Toolkit (ISO/IEC 20000, ITIL) (Excel XLSX)

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.