Strategic Service Performance Management
Service Catalog, Service Portfolio, and IT Financial Management Experts

Online Workshop: IT Service Portfolio/Catalog Design and Service Definition

Workshop: IT Service Portfolio/Catalog Design and Service Definition
Length: 4 hours
Format: Interactive presentation, hands-on modeling exercises
Delivery Method: Live interactive web conference
Materials: Service Catalog Design Toolkit
Price: $749
Valuable materials included! For just $749, this workshop includes:
These workshops are limited capacity events, register TODAY while seats are still available!

In today's economic climate, running a streamlined, efficient IT shop that is properly aligned with the business is more important than ever, and constructing a robust Service Portfolio/Catalog is the way to achieve this goal. Whether you are new to the concepts of a service portfolio and ITIL-aligned ITSM framework, or you are looking to redesign an existing service portfolio and revitalize your organization's ITSM effort, this workshop is right for you.

What You Will Learn

This workshop is an information-packed 4-hour interactive online session designed to answer all your service portfolio design questions. It will give you all the tools and knowledge necessary to build a robust, ITIL-compliant, business-process-aligned service portfolio from scratch, or improve on your organization's existing service portfolio. You will learn how to identify services for inclusion in your portfolio; how to define a service and its SLAs, options, and other details; and how to create a hierarchical service portfolio taxonomy. The presentation will be informed by our templates and examples at every step, and supplemented by best-practice advice from years of experience. See the workshop outline below for more details.

Who Should Come

This workshop will be useful to any organization interested in implementing ITIL v3 strategies, and looking to streamline IT operations by implementing a new Service Portfolio or Catalog, or redesigning an existing Service Portfolio. Within such organizations, this workshop may be of particular interest to:
  • IT Executives and Senior IT Managers
  • IT Service Managers, Service Level Managers, and Service Relationship Managers
  • ITSM Process/Function Owners
  • Other personnel with key roles in IT service management

Workshop Outline

Below is a rough outline of this workshop -- the instructor may choose not follow this outline precisely, but will cover all of these topics. We also usually include two 5-10 minute breaks at various points during the workshop.
  1. Introduction
    Interactive overview of the participants' specific business situations; overview of the workshop agenda and goals.
  2. Why Service Portfolio?
    Why are we doing this, anyway? We will go over why so many IT organizations are adopting, or have adopted, a service portfolio- or catalog-based approach to IT service management.
  3. Getting Started with the Service Portfolio
    What do you need to get started with service portfolio design and service design? What's the difference between a service portfolio and a service catalog? We will answer all your preliminary service portfolio questions, and introduce Lontra's service portfolio design methodology.
  4. Identifying Services - Supporting v Customer-Facing
    The first step in creating a service portfolio is to identify your services. We will go over how to do this, how to determine which services should be visible to your customers and which should be internal, what is a good number of services to have in your portfolio, and so on. Any questions you might have about identifying services will be answered here.
  5. Defining a Service (with examples)
    What goes into defining a service? Quite a bit, it turns out! A good definition includes many components (options, configurations, contacts, SLAs, etc.) beyond a simple service description! We will go over the contents of a robust service definition using our best-practices based templates and examples.
  6. Constructing a Hierarchical Portfolio
    Once you have your list of services, you are ready to construct the service portfolio. We will go over our methods for designing a portfolio, and show a typical example of a best-practices based hierarchical service portfolio taxonomy.
  7. What Now? Benefits and Next Steps
    So now you have a Service Portfolio. What do you do with it? We will go over the many benefits of the Service Portfolio, and how it can be used to consolidate and streamline IT operations, improve customer service, and save money! We will also go over what you can do to build on the success of your Service Portfolio.
  8. Question/Answer Session
    We will go over some common service design questions that we have heard over the years, and then open the floor to your questions. Of course, this is an interactive workshop, so we welcome your questions at any time, but we do like to leave a few minutes at the end for Q&A.
If you have any questions about this workshop, please email us at
Service Catalog Design Best Practices Toolkit

Service Catalog Design Online Workshop

Online Workshop: Service Catalog Design

Learn From Your Peers

The workshop's interactive structure will allow you to learn from the experiences of other workshop participants. You will hear fresh perspectives from your peers, learn how they have dealt with the service design issues facing you today, and hear our expert opinion on how these issues should be solved. What are others like me doing? Are they having the same challenges as me? What are the best practices for overcoming these challenges? All these questions will be answered at our workshop.

Customize Your Workshop!

Is there a specific service that you would like us to define? Or a set of services that you want us to include in our hierarchical service portfolio template? Email us at, and we will gladly incorporate your service or services into our workshop! Register early to increase the chances of your service being selected.

Receive Valuable Materials

As part of your workshop purchase, you will receive the complete Service Portfolio Design Best Practices Toolkit, which includes some of the worksheets, templates, and best-practice methodologies used by Lontra consultants in the field when designing service portfolios for clients.

Register Today!

Register for one of our workshops today, and jump-start your service catalog initiative! Our instructor has been a leading thinker in IT Service Management for many years, and has helped many IT organizations construct robust, business-process-aligned service catalogs. If you are ready to streamline your IT operations, and align IT with business needs, then this workshop is one of the best investments you can make!
If you need to be invoiced for this purchase, please email us at

Customers Testimonials

"I have always believed that Lontra's IT service portfolio and service costing methodology is more comprehensive and actionable than anyone else's. That's why I have been taking advantage of Lontra's expertise for the past three years."
CIO, a Fortune 500 financial service company
"I've been following your blog and webinars for the last four years, and your opinions and methodologies have assisted me in evolving Service Management at my company. I am glad that some of these documents are now available to the rest of the ITSM community."
Director of IT Service Management,
a Fortune 500 retailer
"The service costing task seemed daunting before Lontra came in with their template-driven approach and showed us how to tackle it. Using their templates and methodology, we were then able to complete the job ourselves, with Lontra's guidance."
IT Financial Management Director,
a Fortune 500 manufacturing company