{"id":23016,"date":"2020-05-13T16:53:06","date_gmt":"2020-05-13T16:53:06","guid":{"rendered":"https:\/\/www.process.st\/templates\/itil-continual-service-improvement-template\/"},"modified":"2024-05-15T08:26:45","modified_gmt":"2024-05-15T08:26:45","slug":"itil-continual-service-improvement-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/itil-continual-service-improvement-template\/","title":{"rendered":"ITIL Continual Service Improvement (CSI) Template"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/d7a69b75-34ff-43c0-a88d-a86aae4532b2\/gcY7xTQrHh5QStOhGClO0Q.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/d7a69b75-34ff-43c0-a88d-a86aae4532b2\/gcY7xTQrHh5QStOhGClO0Q.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Continual Service Improvement (CSI) is the <strong>final stage of the ITIL lifecycle.<\/strong> During this process, all IT services are reviewed to identify whether there are any areas that can be improved upon moving forward.<\/p>\n  <p>The CSI process is <strong>clearly defined, following a set of 7 stages<\/strong> that are based on a <strong>metric-driven methodology<\/strong> to support business operations, recognize improvement opportunities, and accurately measure the influence of those improvement efforts.<\/p>\n  <p>The 7 stages, which have now been adapted to fit the format of <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> superpowered checklists, are as follows:<\/p>\n  <ol>\n   <li>Strategy for improvement<\/li>\n   <li>Define metrics<\/li>\n   <li>Data collection<\/li>\n   <li>Data processing<\/li>\n   <li>Data analysis<\/li>\n   <li>Presentation<\/li>\n   <li>Implementation<\/li>\n  <\/ol>\n  <p>This checklist will <strong>guide you through each step to help you streamline the CSI process<\/strong>, one of the most critical ITIL processes you can execute.&nbsp;<\/p>\n  <h5>A little info about Process Street<\/h5>\n  <p>Process Street is&nbsp;<strong>superpowered checklists<\/strong>. By using our software to document your processes, you are instantly creating an actionable workflow in which tasks can be assigned to team members, automated, and monitored in real-time to ensure they are being executed as intended, each and every time.<\/p>\n  <p>The point is to&nbsp;<strong>minimize human error, increase accountability<\/strong>, and&nbsp;<strong>provide employees with all of the tools and information necessary<\/strong>&nbsp;to complete their tasks as effectively as possible.<\/p>\n <\/div>\n<\/section>\n<section id=\"enter-csi-manager-details\">\n <h2>Enter CSI manager details<\/h2>\n <div class=\"text-content\">\n  <p>Enter the <strong>contact details of the CSI manager&nbsp;<\/strong>so they can be <strong>assigned approval tasks<\/strong> and easily contacted whenever necessary.&nbsp;<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> CSI manager - Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> CSI manager - Email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"strategy-for-improvement\">\n <h2>Strategy for improvement:<\/h2>\n<\/section>\n<section id=\"define-a-set-of-goals\">\n <h2>Define a set of goals<\/h2>\n <div class=\"text-content\">\n  <p>The first thing to do is <strong>lay the foundations<\/strong> for successful improvement initiatives, and this requires <strong>defining a set of goals, listing key objectives, and clearly stating an overall vision<\/strong> that everyone can get behind.&nbsp;<\/p>\n  <p>In the text field below, <strong>write down a set of goals<\/strong> that you and the team are looking to achieve.&nbsp;<\/p>\n  <p>For both goals and objectives, you <strong>should consider inputs<\/strong> like:<\/p>\n  <ul>\n   <li>Service level requirements and targets<\/li>\n   <li>Corporate, divisional, and departmental goals &amp; objectives<\/li>\n   <li>Legislative requirements<\/li>\n   <li>Governance requirements<\/li>\n   <li>Budget cycle<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Improvement goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"list-key-objectives\">\n <h2>List key objectives<\/h2>\n <div class=\"text-content\">\n  <p>Next, list <strong>at least three key objectives<\/strong> that you looking to complete through this process of service improvement.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Key objectives <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"summarize-the-overall-vision\">\n <h2>Summarize the overall vision<\/h2>\n <div class=\"text-content\">\n  <p>&nbsp;Before any further activity can be started it is <strong>imperative that the overall vision is identified.<\/strong><\/p>\n  <p>The<strong> following two questions are very important and should not be ignored<\/strong> or taken lightly.<\/p>\n  <ul>\n   <li><em>What are we trying to achieve for the business as a whole?<\/em><\/li>\n   <li><em>How can improvements enable the business vision to be achieved?<\/em><\/li>\n  <\/ul>\n  <p>Consider these questions and <strong>write a concise summary of the overall vision for your continual improvement strategy.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> The overall vision <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"define-metrics\">\n <h2>Define metrics:<\/h2>\n<\/section>\n<section id=\"determine-what-will-be-measured\">\n <h2>Determine what will be measured<\/h2>\n <div class=\"text-content\">\n  <p>Of course, before any data can be analyzed and valuable insights can be obtained, you must first <strong>determine what will be measured <\/strong>and from what sources you will obtain the data.&nbsp;<\/p>\n  <p>Start by <strong>listing the tools you currently have in place.<\/strong>&nbsp;These tools will include:<\/p>\n  <ul>\n   <li>Service management tools<\/li>\n   <li>Monitoring tools<\/li>\n   <li>Reporting tools<\/li>\n   <li>Investigation tools<\/li>\n  <\/ul>\n  <p><strong>Compile a list of what each tool can currently measure<\/strong> without any configuration or customization.<\/p>\n  <p>Then <strong>finalize a list<\/strong> of what will be measured.&nbsp;<\/p>\n  <p class=\"style-info\">You can <strong>upload and\/or link to supporting information such as reports and databases<\/strong> using the form fields below.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What will be measured? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to supporting document (e.g. report, database) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supporting document (e.g. report, database) <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-sources-of-information\">\n <h2>Determine sources of information<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/8656b730-f50d-49fd-a386-08b8c87486df\/kmKmefexEM9307w1sFRFSw.jpg\" alt=\"Determine sources of information\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/8656b730-f50d-49fd-a386-08b8c87486df\/kmKmefexEM9307w1sFRFSw.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>List your <strong>sources of information.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Sources of information <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"data-collection\">\n <h2>Data collection:<\/h2>\n<\/section>\n<section id=\"gather-all-data-identified-as-needed-and-measurable\">\n <h2>Gather all data identified as needed and measurable<\/h2>\n <div class=\"text-content\">\n  <p>The kind of data gathered is <strong>determined according to the goals and objectives<\/strong> of the service operation.&nbsp;<\/p>\n  <p>For reference, the goals and objectives, as stated earlier in the process, are:<\/p>\n  <p><strong>Goals:<\/strong> {{form.Improvement_goals}}<br><br><strong>Objectives:<\/strong> {{form.Key_objectives}}<\/p>\n  <p>The <strong>quality of data is critical<\/strong> and it can be gathered through various means \u2013<strong> manual or automatic.<\/strong><\/p>\n  <p><strong>A lot of data is entered manually<\/strong> by people. It is important to<strong> ensure that policies are in place to drive the right behavior<\/strong> to ensure that this manual data entry follows the SMART (Specific-Measurable-Achievable-Relevant-Timely) principle.<\/p>\n  <p class=\"style-danger\">The data collection method <strong>must be reliable and repeatable in order to collect quality data<\/strong> for continuous improvement. As much as possible, you need to standardize the data structure through policies and published standards.<\/p>\n  <p><strong>Upload and\/or link to gathered data<\/strong> using the form fields below.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Collected data <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to collected data <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-all-relevant-data-has-been-gathered\">\n <h2>Approval: All relevant data has been gathered<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Gather all data identified as needed and measurable<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"data-processing\">\n <h2>Data processing:<\/h2>\n<\/section>\n<section id=\"organize-and-divide-the-data-into-categories\">\n <h2>Organize and divide the data into categories<\/h2>\n <div class=\"text-content\">\n  <p><strong>Process the data into information<\/strong> (i.e. create logical groupings) which provides a better means to analyze the data \u2013 the next activity step in the process.<\/p>\n  <p>Dividing the data into categories is the<strong> first critical step to creating a data set that can be effectively analyzed and presented<\/strong> to the target audience.&nbsp;<\/p>\n  <p class=\"style-info\">Processing the data is an important component of CSI&nbsp; that is often overlooked.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Data categories\/grouping <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"convert-metrics-into-kpi-results\">\n <h2>Convert metrics into KPI results<\/h2>\n <div class=\"text-content\">\n  <p>Converting\/re-formatting metrics to be viewed against KPIs plays a <strong>vital role<\/strong> in processing data.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Report-generating software <\/strong>is&nbsp;typically used at this stage as various amounts of data are condensed into information for use in the analysis activity.<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> KPI report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to KPI report(s) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"generate-reports-to-condense-data\">\n <h2>Generate reports to condense data<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/c29fa592-3d16-42ec-bd82-4627fb052f1d\/qhxO-KPitgx82APxidBGzA.jpg\" alt=\"Generate reports to condense data\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/c29fa592-3d16-42ec-bd82-4627fb052f1d\/qhxO-KPitgx82APxidBGzA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>The final step concerning data processing is to <strong>generate reports<\/strong> which present the data in the form of information that is <strong>ready for analysis.<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Data report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to data report(s) <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-data-is-ready-for-analysis\">\n <h2>Approval: Data is ready for analysis<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Organize and divide the data into categories<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Convert metrics into KPI results<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Generate reports to condense data<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"data-analysis\">\n <h2>Data analysis:<\/h2>\n<\/section>\n<section id=\"look-for-clear-trends\">\n <h2>Look for clear trends<\/h2>\n <div class=\"text-content\">\n  <p>Data processing is the act of converting data into information. Data <em>analysis<\/em> is the act of converting<strong> information into knowledge.&nbsp;<\/strong><\/p>\n  <p>Start by asking the following questions:<\/p>\n  <ul>\n   <li>Are there any clear trends?<\/li>\n   <li>Are they positive or negative trends?<\/li>\n   <li>Are we operating according to plan?<\/li>\n   <li>Are we meeting targets?<\/li>\n  <\/ul>\n  <p>The <strong>information and techniques you need<\/strong> to effectively answer such questions include:<\/p>\n  <ul>\n   <li>Monitored data that has been processed<\/li>\n   <li>Existing KPIs and targets<\/li>\n   <li>Problem-solving techniques&nbsp;<\/li>\n   <li>Perception and analysis of customer satisfaction surveys<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Description of trends identified during data analysis <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Data trend report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to data trend report <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"verify-support-of-goals-and-objectives\">\n <h2>Verify support of goals and objectives<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/7dafd7e9-e50d-4b68-b9cc-c29aca4ebcc0\/qOLT5AU_bgRjP0DwejhLhA.jpg\" alt=\"Verify support of goals and objectives\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/7dafd7e9-e50d-4b68-b9cc-c29aca4ebcc0\/qOLT5AU_bgRjP0DwejhLhA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This is an important step because the&nbsp;verification of goals and objectives validates that <strong>objectives are being supported and value is being added<\/strong>.<\/p>\n  <p><strong>Goals:<\/strong> {{form.Improvement_goals}}<\/p>\n  <p><strong>Objectives: <\/strong>{{form.Key_objectives}}<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How does the data support current business goals and objectives? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"identify-opportunities-for-improvement\">\n <h2>Identify opportunities for improvement<\/h2>\n <div class=\"text-content\">\n  <p>Now that you have analyzed the data to identify trends and ensure that business goals and objectives are being supported, its time to<strong> identify opportunities for how service delivery could be improved.&nbsp;<\/strong><\/p>\n  <p><em>What kind of opportunities for improvement does the data reveal?<\/em><\/p>\n  <p><em>How could these opportunities be captured?&nbsp;<\/em><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Opportunities for improvement <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Brief overview of how these opportunities could be captured <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-data-has-been-sufficiently-analyzed\">\n <h2>Approval: Data has been sufficiently analyzed<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Look for clear trends<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Verify support of goals and objectives<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Identify opportunities for improvement<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"presentation\">\n <h2>Presentation:<\/h2>\n<\/section>\n<section id=\"format-data-to-be-audiencefriendly-and-value-driven\">\n <h2>Format data to be audience-friendly and value driven<\/h2>\n <div class=\"text-content\">\n  <p>Now for the glamorous part of the process.&nbsp;<\/p>\n  <p>The data you have gathered and analyzed needs to be presented in a way that is<strong> easy to understand and shows value.&nbsp;<\/strong><\/p>\n  <p class=\"style-blockquote\"><em>\"This stage involves presenting the information in a format that is understandable, at the right level, provides value, notes exceptions to service, identifies the benefits that were revealed during the time period, and allows those receiving the information to make strategic, tactical, and operational decisions. In other words, presenting the information in a manner that makes it the most useful for the target audience.\" - <a href=\"https:\/\/www.simplilearn.com\/itil-intermediate-csi-continual-service-improvement-processes-tutorial-video\" rel=\"nofollow noopener\" target=\"_blank\">SimpliLearn<\/a><\/em><\/p>\n  <p>The <strong>main thing to focus on is the amount of detail you include<\/strong> in the presentation. It should be just enough to demonstrate credibility but not too much, which could result in confusion and misunderstanding.<\/p>\n  <p><strong>Upload and\/or link to the presentation<\/strong> below.&nbsp;<\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Presentation (file) <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to presentation <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"present-the-data\">\n <h2>Present the data<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/c55b72af-26a1-4e95-88ae-40cc5e9101d2\/mWZmPgBobvYe3XAwuglIcA.jpg\" alt=\"Present the data\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/c55b72af-26a1-4e95-88ae-40cc5e9101d2\/mWZmPgBobvYe3XAwuglIcA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Present your analysis to <strong>senior management and other relevant stakeholders.<\/strong><\/p>\n  <p>You have prepared well and <strong>maximized the chances of receiving some great, productive feedback<\/strong>&nbsp;while <strong>supporting informed decision-making.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"detail-feedback-from-the-audience\">\n <h2>Detail feedback from the audience<\/h2>\n <div class=\"text-content\">\n  <p>Note down what kind of <strong>feedback you received<\/strong> during and after the presentation.<\/p>\n  <p>Consider questions like:<\/p>\n  <ul>\n   <li><em>What were the key insights provided by the audience?<\/em><\/li>\n   <li><em>Did some data points receive more attention than others? If so, why?<\/em><\/li>\n   <li><em>Were there any concerns raised that require careful attention?<\/em><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Feedback from the presentation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"note-down-key-takeaways\">\n <h2>Note down key takeaways<\/h2>\n <div class=\"text-content\">\n  <p>This task is an<strong> extension of the previous task.&nbsp;<\/strong><\/p>\n  <p>Carefully <strong>filter the feedback<\/strong> you received to identify some <strong>key takeaways.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Key takeaways from the presentation <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"implementaiton\">\n <h2>Implementaiton:<\/h2>\n<\/section>\n<section id=\"clarify-action-items\">\n <h2>Clarify action items<\/h2>\n <div class=\"text-content\">\n  <p>This is an incredibly important part of the process. In many ways, it is <strong>what all of the work boils down to<\/strong> - identifying what can be done in order to <strong>continuously improve business operations.&nbsp;<\/strong><\/p>\n  <p class=\"style-info\">The knowledge obtained from conducting this analysis should be <strong>combined with previous experience<\/strong> to make<strong> informed decisions and necessary improvement<\/strong>s; focused on optimizing and correcting services, processes, and tools.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Action items <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Action items (document) <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to action items <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"clarify-other-plans-and-initiatives\">\n <h2>Clarify other plans and initiatives<\/h2>\n <div class=\"text-content\">\n  <p>Clarify <strong>other improvement plans that you would like to implement<\/strong> moving forward.&nbsp;<\/p>\n  <p>These may include:<\/p>\n  <ul>\n   <li>Project plans<\/li>\n   <li>Initiatives<\/li>\n   <li>Change requests<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Other improvement plans <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Improvement plans (document) <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link to improvement plans <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"approval-improvement-plans\">\n <h2>Approval: Improvement plans<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Clarify action items<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Clarify other plans and initiatives<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"inform-management-of-service-improvement-plans\">\n <h2>Inform management of service improvement plans<\/h2>\n <div class=\"text-content\">\n  <p>Finally,<strong> inform the necessary members of senior management<\/strong> of the improvement plans.&nbsp;<\/p>\n  <p><strong>Below is a number of important data points<\/strong> gathered throughout this checklist.<\/p>\n  <hr>\n  <h5>Trends identified from the data<\/h5>\n  <p>{{form.Description_of_trends_identified_during_data_analysis}}<\/p>\n  <p><strong>Report:<\/strong> {{form.Data_trend_report}}<\/p>\n  <h5>Opportunities for improvement<\/h5>\n  <p>{{form.Opportunities_for_improvement}}<\/p>\n  <h5>Key takeaways from the presentation<\/h5>\n  <p>{{form.Key_takeaways_from_the_presentation}}<\/p>\n  <h5>Action items<\/h5>\n  <p>{{form.Action_items}}<\/p>\n  <p><strong>Document:<\/strong> {{form.Action_items_(document)}}<\/p>\n  <h5>Other improvement plans<\/h5>\n  <p>{{form.Other_improvement_plans}}<\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.invensislearning.com\/resources\/itil\/overview-of-itil-csi-and-the-7-step-improvement-process\" rel=\"nofollow noopener\" target=\"_blank\">Invensis Learning -<em> An Overview of ITIL CSI and The 7-Step Improvement Process<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/blog.masterofproject.com\/continuous-improvement-itil-services\/\" rel=\"nofollow noopener\" target=\"_blank\">Master of Project Academy - <em>Seven-Step Continual Improvement Process<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.bmc.com\/blogs\/itil-continual-service-improvement\/\" rel=\"nofollow noopener\" target=\"_blank\">BMC -<em> ITIL V3 Continual Service Improvement<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.simplilearn.com\/itil-intermediate-csi-continual-service-improvement-processes-tutorial-video\" rel=\"nofollow noopener\" target=\"_blank\">SimpliLearn - <em>ITIL Intermediate CSI - Continual Service Improvement Processes Tutorial<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.greycampus.com\/blog\/it-service-management\/itil-continual-service-improvement-7-step-improvement-process\" rel=\"nofollow noopener\" target=\"_blank\">GreyCampus - <em>ITIL Continual Service Improvement \u2013 7 Step Improvement Process<\/em><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-problem-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Problem Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-incident-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Incident Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-change-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Change Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-request-for-change-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Request for Change (RFC) Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-release-planning-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Release Planning Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-post-implementation-review-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Post Implementation Review Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/itil-access-management-process-template\/\" rel=\"nofollow noopener\" target=\"_blank\">ITIL Access Management Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-service-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Service SLA Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cloud-service-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Cloud Service SLA Management Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-service-sla-metrics-tracking\/\" rel=\"nofollow noopener\" target=\"_self\">IT Service SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cloud-service-sla-metrics-tracking\/\" rel=\"nofollow noopener\" target=\"_self\">Cloud Service SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/inventory-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Inventory Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/network-security-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Network Security Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-data-backup-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Data Backup Best Practices<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/computer-maintenance-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Computer Maintenance Guide<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ubuntu-server-setup-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Ubuntu Server Setup Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/virtual-private-server-setup\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Private Server Setup<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/it-support-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Support Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/server-maintenance\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Maintenance<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/server-security\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Security<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/information-security-incident-response\/\" rel=\"nofollow noopener\" target=\"_blank\">Information Security Incident Response<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sql-server-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SQL Server Audit Checklist<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: Continual Service Improvement (CSI) is the final stage of the ITIL lifecycle. During this process, all IT services are reviewed to identify whether there are any areas that can be improved upon moving forward. The CSI process is clearly defined, following a set of 7 stages that are based on a metric-driven methodology to [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":23017,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"34","template_description":"Run this checklist periodically to optimize service delivery","template_id":"hvIsfkcRKcxn5j5gFsFAFQ","task_0":"Introduction:","task_slug_0":"introduction","task_1":"Enter CSI manager details","task_slug_1":"enter-csi-manager-details","task_2":"Strategy for improvement:","task_slug_2":"strategy-for-improvement","task_3":"Define a set of goals","task_slug_3":"define-a-set-of-goals","task_4":"List key objectives","task_slug_4":"list-key-objectives","task_5":"Summarize the overall vision","task_slug_5":"summarize-the-overall-vision","task_6":"Define metrics:","task_slug_6":"define-metrics","task_7":"Determine what will be measured","task_slug_7":"determine-what-will-be-measured","task_8":"Determine sources of information","task_slug_8":"determine-sources-of-information","task_9":"Data collection:","task_slug_9":"data-collection","task_10":"Gather all data identified as needed and measurable","task_slug_10":"gather-all-data-identified-as-needed-and-measurable","task_11":"Approval: All relevant data has been gathered","task_slug_11":"approval-all-relevant-data-has-been-gathered","task_12":"Data processing:","task_slug_12":"data-processing","task_13":"Organize and divide the data into categories","task_slug_13":"organize-and-divide-the-data-into-categories","task_14":"Convert metrics into KPI results","task_slug_14":"convert-metrics-into-kpi-results","task_15":"Generate reports to condense data","task_slug_15":"generate-reports-to-condense-data","task_16":"Approval: Data is ready for 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