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The ITIL Intermediate Qualification: Service Offerings and Agreements (SOA) Certificate, a stand alone qualification, it is also part of the ITIL Intermediate Capability stream.


 
Course Outline
ITIL® is a set of best practices guidance that has become a worldwide-adopted framework for Information Technology Services Management (ITSM) by many Public & Private Organizations.  Since early 1990, ITIL® has been evolving from focusing on Functions and Processes under versions 1 and 2 to focusing on the Full Service Lifecycle Management under current version.

In addition to the existing benefits of aligning IT goals and objectives with the business, improving quality and reducing cost of operation; ITSM and ITIL® now emphasizes the following areas:

• Assist in transforming IT Service Management onto a strategic business asset
• Assist in defining and managing the complete lifecycle of IT Service Management Process
• Provide guidance on the development of Services Strategy, the development of Service Design, the Transition of Services from current to desired state, the Implementation and the Continuous improvement of the those Services

Duration: 5 days instructor-led
Version: 2011
Credits Towards Expert Certification: 4
Exam: included (afternoon of final day)
PDUs: 32
Course Materials: Accredited Course Manual, Exam Prep Questions and Answers. 

Through lectures and practice exam questions participants explore the concepts of good practice in IT Service Management based on the ITIL® Edition 2011Framework.

The ITIL® Intermediate Qualification: Service Offering & Agreement Certificate is a free-standing qualification, but is also part of the ITIL®  Intermediate Capability stream, and one of the modules that leads to the ITIL® Expert in IT Service Management. The purpose of this training module and the associated exam and certificate is, respectively, to impart, test, and validate the knowledge on industry practices in service management as documented in the ITIL® publication. 

Note:

The success in achieving this certification is highly dependent upon participants’ effort in doing their homework, and self-study before and during the program. 

Duration 

This program is offered over a 5-day period where it combines theoretical and hands-on knowledge transfer, including individual and group practical exercises.  The Minimum number of students per session is 6 where the maximum is 18.

• This five (5) days classroom training course with examination held on the afternoon of the 5th day is accredited by LCS examinations institute.
• The course includes approximately 30 hours of student-instructor interaction, a sample and a formal examination.
• The format of the examination consists of a closed book paper of 8 multiple choice complex questions, to be answered within 90 minutes. (Candidates sitting the examination in English and who do not have English as their first language will be allowed additional 30 minutes to allow use of a dictionary). The pass mark will be 70% or more – 28 or more correct answers.

Delivery Methods

• Instructor led Classroom based
• Virtual Web based

Audience

The main target group for this ITIL® Intermediate Qualification Certificate includes, but is not restricted to:

• IT professionals
• Business managers
• Business process owners
• Individuals who require a deep understanding of the ITIL® Certificate in the Operational Support and Analysis processes and how it may be used to enhance the quality of IT service support within an organization
• IT professionals who are working within an organization which has adopted and adapted ITIL® and who need to be informed about, and thereafter contribute to, an ongoing service improvement program
• Operational staff involved in event management process, incident management process, request fulfillment process, problem management process, access management process, service desk, technical management, IT operations management and application management, and who wish to enhance their role-based capabilities
• Individuals who have attained the ITIL® Foundation Certificate in IT Service Management and wish to advance to higher level ITIL® certifications
• Individuals seeking the ITIL® Expert Certificate in IT Service Management for which this qualification can be one of the prerequisite modules
• Individuals seeking progress toward the ITIL® Master Certificate in IT Service Management for which the ITIL Expert is a prerequisite.

Prerequisites

Candidates wishing to be trained and examined for this qualification must already hold the ITIL® Foundation Certificate in IT Service Management which shall be presented as documentary evidence to gain admission.

• At least 30 contact hours (hours of instruction, excluding breaks, and not including summary review time) with an Accredited Training Organization (ATO) or an accredited e-learning solution) for this syllabus, as part of a formal, approved training course/scheme
• 2 to 4 years’ professional experience working in IT service management is highly desirable
• Hold the ITIL® Foundation Certificate in IT Service Management (or other appropriate earlier ITIL and bridge qualifications)
• It is also recommended that candidates should complete at a minimum of 12 hours of personal study by reviewing the syllabus and the pertinent areas within the ITIL® core guidance in preparation for the examination, specifically Chapter 2: Service management as a practice.

Additionally it is recommended that candidates:

• Have experience of working in a service management capacity within a service provider environment, with responsibility for at least one of the following management disciplines:

- Service portfolio management
- Service catalogue management
- Service level management
- Demand management
- Supplier management
- Financial management for IT services
- Business relationship management
Before attending training for the certification it is also strongly recommended that candidates read the ITIL® Service Lifecycle core publications and, in particular, the ITIL® Service Strategy and Service Design publications.

Content and Objectives

Through a series of lectures designed at achieving a clear understanding of the ITIL® Best Practice lifecycle approach and through various exercises, assignments and discussions, participants can expect to gain the competence in the following areas upon successful completion of the education and examination components related to this certification:

• Overview of SOA processes and basic principles
• The value to the business of SOA activities
• How the SOA processes rely on a good business case
• How the SOA processes rely on a good understanding of return on investment (ROI)
• Processes across the service lifecycle pertaining to the service offerings and agreements curriculum:
- Service portfolio management, which provides documentation for services and prospective services in business terms
- Service catalogue management, which is concerned with the production and documentation of the service catalogue from a business and a technical viewpoint
- Service level management, which sets up a service level agreement (SLA) structure and ensures that all SLAs have an underpinning support structure in place
- Demand management, which identifies patterns of business activity to enable the appropriate strategy to be implemented
- Supplier management, which ensures all partners and suppliers are managed in the appropriate way and includes contract management
- Financial management for IT services, which includes ensuring understanding of the service value and the management of all financial considerations
- Business relationship management, which ensures the customer’s requirements are correctly identified
• SOA roles and responsibilities
• Technology and implementation considerations
• Challenges, critical success factors and risks

The program will cover the following modules:

The candidates will be able to understand, describe, identify, demonstrate, apply, distinguish, produce, decide or analyze:

Introduction 

• The context in the service lifecycle of the SOA processes from the service strategy stage (service portfolio management, demand management, financial management for IT services and business relationship management)
• Understand the reliance of these processes (service portfolio management, demand management, financial management for IT services and business relationship management) on the existence of a strategy. Understand the purpose and objectives, scope and value to business of the strategy management for IT services process
• The context in the service lifecycle of the SOA processes from the service design stage (service catalogue management, service level management, supplier management)
• Understand purpose and objectives, scope and value to business of the design coordination process
• How successful services depend on the customer’s perception of utility and warranty and the relevance to the SOA processes
• Understanding how the SOA processes are the starting point for understanding and identifying customer requirements
• Return on investment (ROI) and the business case and the relevance to the SOA processes

Service Portfolio Management

• Introduction to the service portfolio and its relationship to the service pipeline and service catalogue
• The purpose and objectives of service portfolio management
• The scope of service portfolio management
• The value to the business of service portfolio management
• Policies, principles and basic concepts
• Process activities, methods and techniques
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators
• Challenges and risks
• Designing the service portfolio

Service Catalogue Management

• The importance of the service catalogue to the service lifecycle and its interface to the service portfolio
• The purpose and objectives of service catalogue management
• The scope of service catalogue management
• The value to the business of service catalogue management
• Policies, principles and basic concepts
• Process activities, methods and techniques
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators associated with the process
• Challenges and risks associated with the process
• Production of a service catalogue

Service Level Management

• The importance of SLM to the service lifecycle
• The purpose and objectives of SLM
• The scope of SLM
• The value to the business of SLM
• Policies, principles and basic concepts
• Process activities, methods and techniques of SLM and how it relates to the service lifecycle.
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators associated with the process
• Challenges and risks associated with the process
• The content of SLAs and OLAs

Demand Management

• The importance of demand management to managing services throughout the service lifecycle
• The purpose and objectives of demand management
• The scope of demand management
• The value to the business of demand management
• Policies, principles and basic concepts
• Process activities, methods and techniques
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators
• Challenges and risks

Supplier Management

• The purpose and objectives of supplier management
• The scope of supplier management
• The value to the business of supplier management
• The principles and basic concepts
• Process activities, methods and techniques
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators
• Challenges and risks

Financial Management for IT services

• The importance of the process to the service lifecycle
• The purpose and objectives of financial management for IT services
• The scope of financial management for IT services
• The value to the business of financial management for IT services
• Policies, principles and basic concepts
• Process activities, methods and techniques
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators
• Challenges and risks

Business Relationship Management

• The purpose and objectives of BRM
• The scope of BRM
• The value to the business of BRM
• Policies, principles and basic concepts
• Process activities, methods and techniques
• Triggers, inputs, outputs and interfaces
• Information management
• Critical success factors and key performance indicators
• Challenges and risks

Service Offerings and Agreements Roles and Responsibilities

• Key roles and responsibilities of service portfolio management
• Key roles and responsibilities of service catalogue management
• Key roles and responsibilities of SLM
• Key roles and responsibilities of demand management
• Key roles and responsibilities of supplier management
• Key roles and responsibilities of financial management for IT services
• Key roles and responsibilities of BRM

Technology and Implementation Considerations


• The generic requirements for technology to assist service design
• The evaluation criteria for technology and tooling for process implementation
• The good practices for practice and process implementation
• The challenges, critical success factors and risks related to implementing practices and processes
• How to plan and implement service management technologies

Summary, Exam Preparation and Directed Studies 

This module summarizes the material covered in the previous modules and prepares candidates for the examination through the review and practice of a mock examination. The Examination is comprised of eight (8) multiple choice, scenario-based, gradient scored questions. The standard duration of the exam is Maximum 90 minutes.

Program Material

This training program includes the following as reference documentation:

• Program slide presentation
• Syllabus Document
• ITIL® acronyms and glossary
• Sample examination questions and answers

Simulation and practical application

We provide the students with real life experiences; for the purpose of discussion and to show the value of using best practice, we could use the client organization as “Case study” example (where private course is delivered).
Prerequisites & Certificates
Pre-Requisites

Candidates wishing to be trained and examined for this qualification must already hold the ITIL® Foundation Certificate in IT Service Management which shall be presented as documentary evidence to gain admission. • At least 30 contact hours (hours of instruction, excluding breaks, and not including summary review time) with an Accredited Training Organization (ATO) or an accredited e-learning solution) for this syllabus, as part of a formal, approved training course/scheme • 2 to 4 years’ professional experience working in IT service management is highly desirable • Hold the ITIL® Foundation Certificate in IT Service Management (or other appropriate earlier ITIL and bridge qualifications) • It is also recommended that candidates should complete at a minimum of 12 hours of personal study by reviewing the syllabus and the pertinent areas within the ITIL® core guidance in preparation for the examination, specifically Chapter 2: Service management as a practice. Additionally it is recommended that candidates: • Have experience of working in a service management capacity within a service provider environment, with responsibility for at least one of the following management disciplines: - Service portfolio management - Service catalogue management - Service level management - Demand management - Supplier management - Financial management for IT services - Business relationship management Before attending training for the certification it is also strongly recommended that candidates read the ITIL® Service Lifecycle core publications and, in particular, the ITIL® Service Strategy and Service Design publications.

Certificates offered

Duration: 5 days instructor-led Version: 2011 Credits Towards Expert Certification: 4 Exam: included (afternoon of final day) PDUs: 32 Course Materials: Accredited Course Manual, Exam Prep Questions and Answers.


Cancellation Policy
10 business day cancellation policy. if the course is confirmed and the student cancels within 10 days of the course, then they get charged and apply a credit for future courses. If they cancel outside of 10 business days, then there are no charges at all.
Map & Reviews
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Here are some reviews of the training vendor.
I realize that we are constantly dealing with technology, but I still think for a registration fee of almost $3,000, that a hardcover book should be included. I know that the option to print the book on a one-time basis exists.
Reviewed by 2016
no
Reviewed by 2016
The instructor was very knowledgeable and answered all questions. Jarod did an excellent job presenting.
Reviewed by 2015
The room was cold. I had to sit next to the space heater. It would be good to tell future patrons to dress warmly AHEAD of time. No suprises.
Reviewed by 2015
He was great and offered his contact info for further questions.
Reviewed by 2015
Howard was a fantastic instructor and the course was exactly what I required.
Reviewed by 2014
The trainer was excellent - the course exceeded my expectations.
Reviewed by 2014
This course provides an excellent overview and a bit of practice on the various functions of SharePoint 2013. I was disappointed at the number of exceedingly long breaks given after each module. I would have preferred less break time and more content to the course. Having never taken a SharePoint course with another provider, I don't know if this is the norm with all providers of just this one in particular.
Reviewed by 2014
I ranked the "Use of Technology" low because for Users who were remote the VM's that were setup were a little wonky. Could be very slow at times and then sometimes they needed to be refreshed to work properly with the lab. In some instances we couldn't follow along as replication would not occur fast enough and we would have our lab cut short (for us remote Users).
Reviewed by 2014
The instructor was good at remembering to acknowledge the online students even though he was facing a classroom of students also.
Reviewed by 2014
Insructor was not so good with the live examples. Also the handouts was not so useful
Reviewed by 2013
The trainer was excellent, very knowledgeable and had a lot of valuable experience to share. The problem was that there were way too many workshops that took too long and interfered with getting the maximum benefit from the instructor and the course.
Reviewed by 2013
This was quite informative. It was a great opportunity to have ‘real life’ discussions with certified PMs. The instructor had excellent examples and was able to share his PM experiences with us with concrete examples. In addition, this was a great opportunity to network with private sector/public sector PMs and develop a better appreciation of PM on both sides of the fence. Cheers, CL
Reviewed by 2013
no
Reviewed by 2013
I did not like the video format
Reviewed by 2013
As a remote attendee, it appeared the instructor paid attention to the "Attendee" and "Chat" windows only a few times throughout the day, so I was not confident that he would see if I sent a message or raised my hand during the course.
Reviewed by 2013
The chairs were not very comfortable and the material contained spelling and grammatical error (a few but still)as well as repetition of words.
Reviewed by 2013
Was a bit slow the last 1/2 day. Of course, for some, this was the last of a 4 day course (not just 2 days).
Reviewed by 2013
I really enjoyed the course and I learned a lot. The pace was excellent.
Reviewed by 2013
good!
Reviewed by 2013
The room was excellent on its own - less distraction and no noise around you. There was no direction to the room when I walked in and therefore was not sure if I was heading in the right direction. We were not provided with the direction that there was coffee and fridge on the 3rd floor, and the bathroom floor was dirty.
Reviewed by 2012
This course was great, very informative, had Lionel as instructor and he was also very good.
Reviewed by 2012
Instructor was eager to assist but lacked subject matter expertise. Course time management was very poor. Content provided could have been delivered effectively in a one day course.
Reviewed by 2012
Good Course, good trainer. All questions addressed equally and in a timely professional manner.
Reviewed by 2011
The course content was interesting; however, the instructor didn't have enough knowledge about Microsoft Sharepoint 2010 Development and wasn't able to answer questions without google search. In the future CTE needs to make sure the instructors have real on-hands experience and are highly trained in the technologies they are supposed be teaching.
Reviewed by 2011
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