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ITIL for BAs. Part IV; The Service Catalog

The Service Catalog is one of the primary artifacts of an ITIL-based organization and its orientation toward the business as an IT Service Provider.  The Service Catalog is the source of information on all IT Services in operation or being prepared for operation and identifies status, interfaces, dependencies, delivery levels, and other attributes.  And in the spirit of encapsulation, the Service Catalog is written in the language of IT’s customers, free of the details about how the service is delivered from an infrastructure point of view

Think of the Service Catalog as the IT “menu” and a Service Level Agreement as a particular customer’s order from that menu.  (Service Level Agreements and the Service Level Management process will be the topics of a future article.)

For the BA, the Service Catalog is in one sense an inventory of IT building blocks that contribute to the creation of business solutions.  The BA then is interested in, and dependent upon, the catalog in terms of its completeness, accuracy, and its suitability as the basis for specifying the requirements of an IT Service to meet business requirements.

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Because of its importance in expressing IT’s purpose and value, the Service Catalog must be maintained through the Service Catalog Management process.  In looking at the key triggers, inputs, activities, and outputs of Service Catalog Management, it is clear that the BA has much to contribute toward the content and maintenance of a high-quality catalog:

Service Catalog Management Activities

  • Agreeing on and documenting the definition of an IT Service – that is “What do we mean by the term ‘service’?”  Services must defined to a level of granularity and detail to support their use in business cases in terms of functionality, risks, costs, and other attributes of interest to the customer, so the definitions decided by IT need to be useful to the BA.
  • Interfacing with the business to identify and document customers’ dependencies on the IT Services and those customers’ needs relative to business continuity (i.e., recoverability).  When IT is faced with the need to prioritize (and when it is not?!), decisions need to be based on their relative impact on the quality and availability of IT Services – guidance about which is received from those knowledgeable of the business cases for having those Services in operation.
  • Interfacing with the business to ensure that the information in the catalog is aligned to the business.  The Service Catalog needs to be accessible by various business stakeholders, and just as with business solutions in general, the BA would represent to IT any business requirements regarding the operation of the catalog.

Key inputs to the Service Catalog Management process are clearly in the BA’s domain and include:

  • Information on business strategy, financial plans, and current and future requirements
  • Business Impact Analysis – information on the risk, impact, and priority of each service

Much of the BA’s involvement in this process is indirect, addressed as part of the normal set of activities throughout the business solution life cycle.  In fact, many IT organizations have survived without any Service Catalog, so its role and value can be elusive – so let’s conclude with a few relevant points:

  • The goal of ITIL is to encapsulate all of IT in terms of IT Services, expressed in the language of IT’s customers – in other words, ITIL helps an IT organization separate the “what we do” from the “how we do it” – lifting from the Customers’ shoulders the significant burden of having to understand the IT infrastructure and its commensurate complexities, costs and risks.
  • The IT organization’s mission should be to deliver IT Services with a “service culture”: every IT contributor should be able to see his or her contribution to service quality and availability rather than working solely within his or her particular silo.
  • BAs themselves are also very driven to make a distinction between the what (business requirements) and the how (the solution to satisfy those requirements).

Back to the “menu” analogy we started with – imagine a restaurant where you can order a meal only after you understand the details about how the kitchen operates, what ingredients it has in stock, which kitchen tools are available, etc.

What about your IT organization?  What is the maturity of the IT Service Catalog?  Have you participated in the design and operation of such a catalog?

Federal Government

The country is buzzing with excitement over the new administration.  Promises of a “change in government” have created optimism about government not seen since Reagan. 

How will this new administration be effective?  How can this new administration properly administer the agencies of federal government and affect change?

My current projects are examples of the complexity of working with federal government:

  • Data consolidation for nine federal agencies 
  • Multiple systems across agencies and within some agencies
  • Standardization of 40 agencies on one system and set of business processes 

What are your challenges in helping government be more efficient?

We, as business analysts, have the opportunity to help our country by making government more efficient and by getting more accurate information to decision-makers.  We can help government standardize and modernize so the type of data available to CEOs of corporations is available to congress and the president. 

In summary I leave a challenge to you and to myself:

How will we, as business analysts, help the new administration get the information it needs to be effective and help streamline and modernize government operations?

Post your comments here or email me at [email protected].  Or you can visit me at my LinkedIn page at http://www.linkedin.com/in/jmalkin

Embrace Change, But Make Sure It’s for the Better

“Embrace change” is a useless platitude mouthed by managers or motivational speakers who have not thought through its full implications – or they are masochists who enjoy suffering. Changes that bring new opportunities or propel us forward are easy to embrace. But many changes look quite negative and are tough – if not impossible – to welcome. This list might include loss of a relationship, a loved one, health, job, money, and such.

We usually don’t choose the difficulties or negative changes that spring upon us. But we always choose how we respond.

Above or Below the Line: It’s a Critical Choice

For the past few years, I have been using a simple concept to discuss our choices in dealing with difficult problems. Surveys and feedback from my workshop or retreat participants continually point to the few minutes we spend on this basic model as the most powerful part of our time together. It may be basic and seem obvious, but many of us seem to need constant reminders and help because it is so easy to sink “below the line.”change1.png

There are grey areas slightly above and slightly below the line. This is “survivor” mode. When this is our response to a difficult change or problem, we’re sitting on the fence to see what might happen, or we are waiting for someone else to do something. There are times when waiting in survivor mode and not acting immediately is quite wise – as long as we are above the line.

Examples might be when we need more information and have to do some research, or to see whether a change is going to become a trend, or which way the new boss, government, or customer is going to go. The top of the graph – well above the line – is proactive “navigator” mode.

When we’re here, we’re trying to capitalize on the problem or change. Or, if capitalize is too extreme a word, we may be at least trying to figure out how we can make the best of – or work around – a bad situation. In this mind set we’re like the seasoned ship captain of old, he knew he could not control the wind and currents, but he could adjust the sails and steer the ship to make the best use of the winds and currents to move toward his destination.

Below the line is the dangerous territory of reactive “victim” mode. When we’re in this head space, we’re bitter, helpless, and feeling like others are out to get us or deliberately want to do it to us. In this “blame storming” mode we might point fingers at politicians, bosses or senior management, other departments, customers, competitors, and the like. Decades of research by University of Pennsylvania Psychology professor, Martin Seligman, shows that explaining events in our lives in this state of “learned helplessness” leads to lower performance, poorer health, and higher rates of depression.

What Pulls People Down

The feeling of helplessness shared by many people in their organization is a major contributor to low organizational morale. Here are some of the common causes:

Forces beyond our control. Mergers, acquisitions, changing governments, organizational power games, bureaucratic decisions, new technologies, competition, boom/bust cycles, security threats, dumb rules and forms, globalization, and such leave many people feeling like dispensable pawns.

Nobody ever tells us anything. In a world overflowing with information, most organizations have little open and transparent communication. So “us against them” rumors attempt to explain what’s going on and why.

We’re swamped. Many people’s e-mail inbox, voice mails, phone calls, and meeting schedules are overwhelming, as work encroaches on personal time and stress levels keep rising. This leaves many people feeling helpless and frustrated.

It’s popular. Cynics, doomsayers, and conspiracy theorists often get more attention – especially if they use disparaging humor, sneering personal putdowns, and mocking sarcasm.

Fear is more believable. In a Canadian poll probing irrational anxieties, pollster Allan Gregg asked, “If someone told you something was safe and someone else told you it was unsafe, which one would you believe?” He found that an astounding “68 percent would accept the message of doom and gloom” without questioning who was telling them and what they were talking about.

Society encourages victim thinking. People who make bad decisions to hold paper cups of scalding coffee between their legs while driving, drive drunk or carelessly, take drugs, or smoke cigarettes for 40 years are encouraged to “make somebody pay” for what they have done to themselves. Watch daytime TV talk shows for plenty of examples. Seeing positive possibilities in a calamity or making the best of a bad situation is much tougher than joining the crowd that’s given up and wants to play the poor-little-victim against some other group or external force.

It comes naturally.  Most people can quickly identify what’s wrong. It’s less instinctive to focus on what’s right and build upon that. It takes much more courage to correct a problem than to point and complain about the problem while waiting for somebody else to fix it.

Shift Your Perspective: Life isn’t Fair

Lots of unfair and unjust stuff happens to undeserving people. Whatever hits the fan is usually not evenly distributed in most workplaces. But it’s our choice whether to stand in it or not. Taking a navigator response to difficult issues means facing problems head-on by focusing on what’s within our direct control or what we can try to influence. We then need to figure out how to let go of, or at least not ‘awfulize’ and give more power to problems or issues that can’t be controlled or changed.

It’s recognizing that the best thing to do when it’s raining, is to…let it rain. Here are some ways to be less of a victim and more of a navigator through difficult career or workplace changes: Be aware of your mental state and limit downtime – the ever popular and rapidly growing “Pity City” – or even its suburb, “Frown Town,” can be a therapeutic place to visit occasionally. We all need to grieve or vent our frustration when faced with major losses or setbacks. But don’t join any co-workers wanting to take up residence in Pity City (one workshop participant claimed her department head was mayor!).

That leads to deepening cynicism, despair, and inaction. Pay attention to your own moods and watch for defeatist language like “they will never listen,” “what’s the point,” “we’ve tried that before,” or “why bother.” Keep the problem in perspective – don’t get so drawn into the issue that it’s all you can see. Step back and look at the bigger picture. What’s going right? What’s working in your favor? How could this change lead to something better? What are the possibilities?

Talk through the situation with a colleague, mentor, coach, or spouse. Describing and discussing the circumstances will force you to re-focus on what’s happening – as long as you don’t commiserate with people who love to find conspiracies everywhere and be a victim. Dispute your doomsday scenarios. When your head is buzzing with dread and worry, examine your beliefs about this issue or change.

Challenge your thinking through weighing objective evidence against your fearful outcome. List more desirable alternatives or what you would prefer to happen. “Decatastrophize” your long-term fears by recalling all the times things have worked out successfully in the past. Examine and question the usefulness of dwelling on your feared belief or concern. Harness the power of imagery and counterbalance fears of what all could go wrong by ensuring you have a clear picture of what outcome you want from this situation. What would a successful result look like? What would you be doing with the key players involved? How would you be feeling? What mind set have you adapted to rise above the difficulties and problems? What actions might this lead you toward? Step back to step ahead. The busier and more frantic the pace of work becomes, the more critical it is for you to carve out personal reflection and renewal time.

Avoid the busyness trap of adding ever higher quantities of work time to compensate for the diminishing quality of that time, as you slowly burn yourself out. Set limits on your workday or workweek. Pursue hobbies, personal interests, or family activities. Get away on periodic mini and longer vacations. Meditate or learn other stress reduction techniques. Monitor and carefully manage your creative energy.

Change your self-talk – catch yourself saying things like, “I am too old to change,” “That’s just the way I am,” “He makes me so mad,” and replace them with more accurate phrases like, “I choose not to change,” “I am comfortable with the way I am,” or “I make myself mad when he says/does…”, or make action plans to change. Help pull others up In dealing with changes and problems in your workplace; you’re either part of the problem or part of the solution. Here are a few ways to help your colleagues or your team navigate more effectively through your endless challenges and issues: Speak up! Challenge, involve, or problem solve with those people who insist on picturing the worst outcomes and living in Pity City. By letting those comments go (or even worse,  joining in), you’re allowing the naysayers and cynics to set your team’s emotional tone and spread helplessness.

Refocus their thinking. Focus discussions on solutions and the future, not on the past or why nothing will work. You might need to point out that raising complaints without possible solutions can be unproductive and even harmful to the team. If team members or co-workers insist on remaining a victim, you might encourage or even help them to find another job.

Celebrate progress. Look for small wins and steps in the right direction that you and the team can build upon. You might periodically list what’s going well, or list your team’s accomplishments.

Find healthy ways to ventilate frustrations.  One team initiated a fine system whenever a member made a hopeless victim statement. It was a useful way to raise money for the United Way and called anyone to account for comments that brought the team down and poisoned their spirit. However, they soon found a need to vent frustration with the actions of another group or the challenging problems they were facing. So they added rituals like someone raising their hand at a meeting and asking for “permission to visit Pity City” for a limited time or scheduling a “grump dump” as part of their meeting agenda. It’s important to do a periodic “reality check” on how we deal with adversity and change.

One reality we can choose is to transform tough changes into positive results. Another possible reality is to wait for somebody else to take action or tell us how we should feel. Or our reality can be anger, bitterness, and helplessness. To choose our response is to choose our reality.


Jim Clemmer’s practical leadership books, keynote presentations, workshops, and team retreats have helped hundreds of thousands of people worldwide improve personal, team, and organizational leadership. Visit his web site, http://jimclemmer.com/, for a huge selection of free practical resources including nearly 300 articles, dozens of video clips, team assessments, leadership newsletter, Improvement Points service, and popular leadership blog. Jim’s five international bestselling books include The VIP Strategy, Firing on All Cylinders, Pathways to Performance, Growing the Distance, and The Leader’s Digest. His latest book is Moose on the Table: A Novel Approach to Communications @ Work.

Facilitating Discovery Meetings; Be Prepared

When I was a Boy Scout we had a simple motto; “be prepared”. The same motto applies to facilitating discovery sessions with your stakeholders. In general, people are tired of attending meetings and discovery sessions. In the business world, business analysts, project managers, senior managers and all other stakeholders are busy people who deserve to have their time leveraged wisely. Here are some of the techniques you can use to get participation, gain consensus and leverage your stakeholders in discovery sessions and meetings.

  • Get your introductions established with key takeaways from the participants. This helps the facilitator align the session objectives with stakeholders expectations. 
  • Establish the “rules of engagement” and “who they are as a team”. The rules of engagement provide a context for the session structure and acceptable behaviours. The team question helps establish how the participants see themselves. 
  • Be clear on the “business problems” being addressed and the “solution context”. Clear business problem definition should be created in partnership with the sponsors and senior stakeholders prior to the session. The solution context provides a framework for the participants to frame their thinking in addressing issues. It does not mean the facilitator is providing solutions. 
  • Use a variety of people and group dynamic tools and techniques. For example,
    Brainstorming in a non-judgemental way to capture the thinking of individuals and teams. Make sure that you follow brainstorming rules.
    Buzz Groups to buzz on an assigned topic for 10 to 20 minutes that have been established by the facilitator.
    Team Pods to group people into working units at common tables facing one-another so they get engaged.
    Play games. Do not be afraid to play games. Games provide a means of getting participation engaged and the information you need to have a successful session. This is where your creativity comes in. Have fun!
    66 Technique. Six people discuss a topic for six minutes. Give the group structure by assigning a chair, a scribe and an auditor to provide feedback on the groups’ efforts.
    POPs. Get the POPs (points of pain) and align them with the organizations maturity.
    Nominal Group Technique. Use the Nominal Group Technique to have team members identify their best solution to business problems through a process of rating and elimination.
    Cost, Ease, Benefit. Use Cost, Ease, Benefit analysis to have participants clearly define and understand the impact of their recommendations.
    SWOT. Get the SWOT, that is strengths, weaknesses, opportunities and threats, and identify those things external and internal that the team needs to focus on.
    Fish Bone. Throw them a Fish Bone (a diagram) to stimulate ideas and thinking as to the root cause of a business problem.
    Debate Teams. Create Debate Teams and have the groups discuss all sides of an issue. Ensure that there is structure and everything is timed and scribed.
    Smart Objectives. Have the groups make objectives SMART through ensuring they are specific, measurable, attainable, relevant and timely.
    Implementation Plan. Build an implementation plan with assigned tasks, core responsibilities and timelines. Ensure there is a follow up mechanism.
  • At the end of the session there are a few other things the facilitator should do. Consider these items:
    Summarize and Review all that has been said to ensure clarity and alignment with the sessions key objectives.
    FUDs. Get the FUDs (fears, uncertainties and doubts). Have the stakeholders write these down, in confidence, and hand them in at the end of the session. There is nothing better than knowing the stakeholders concerns.
    Communication. Establish a follow up plan. Communication is key to understanding what the participants expect. Be clear on expectations and follow through.
    Positives and Deltas. Request the positives and the deltas regarding the session. Review these as they will provide the facilitator insight into areas for improvement.
    Scale it 1 to 5 and ask how the stakeholders feel about the decisions, recommendations and the overall initiative. You might find that they see things as just another shade of what they did last year. Be prepared to leverage the information gathered.
    Get yourself evaluated. You need to grow.

There are lots of approaches, tools and techniques that you can apply to creating discovery sessions and meetings that provide value to the participants and stakeholders.

Your job? Be prepared!


Richard Lannon is an international business and technology industry veteran turned corporate speaker, facilitator, trainer and advisor. He specializes in aligning the enterprise and technical skills to common business objectives. Richard helps organizations and professionals identify what’s important, establish direction and build skills that positively impact their bottom line. He provides the blueprint for your organization to be SET (Structured, Engaged and Trained). His clients call him the SETability Expert. He can be reached at [email protected] or 403-630-2808.

Six Attributes of Leadership

Does leadership have an effect on project success? Is there a difference between management and leadership? Can leadership be learned? The answer to all these questions is yes. In this article, I will look at six attributes of project leadership. This is certainly not a complete list, just a start. One that I believe can help project managers achieve project success.

1. Think Laterally

The first attribute, lateral thinking covers a variety of methods to get us out of the usual line of thought. It is this kind of thinking that cuts across the instilled and predetermined patterns we all too often employ when working on a problem. With this type of thinking we try different perceptions, different concepts, and different points of entry and consider multiple possibilities and approaches instead of a single approach. Many problems we face as business analysts and project managers require different perspectives to solve them successfully.

2. Empower the Team

Often, there is little or no recognition for people who spend time on elementary problems, it’s the big problems that receive all the attention, yet, big problems start as minor problems. All too often, because of leadership attitudes, employees develop the habit of ignoring problems until they explode, at which time they become big problems, then leaders want to go on record for being a problem solver. Empowered project teams correct this attitude. They focus on getting the job done while solving or preventing problems while the problems are still minor.

The ultimate paradox of project leadership power is that to be an effective leader, one must turn all team members into leaders. In this way, processes such as relationships and the issues of leadership and empowerment become important. Successful leaders are able to motivate, to energize and to empower others. When people are excited and empowered, it affects both their task initiation and task persistence. That is, empowered people get more involved, take on more difficult situations, and act more confidently. Empowered people expend more effort on a given task and are more persistent in their efforts.

3. Be Optimistic

 The third attribute is optimism. Leaders are optimistic. They think positively. Positive thinking is more than just avoiding negative emotions; there are actions and forethought involved. When negative events happen, excellent project leaders purposefully look for something positive. Instead of feeling that they can’t do something, they look at the problem as an opportunity for themselves, the project team, team development, bonding and growth.

4. Demand Better

On-going self-assessment and self-evaluation are critical for ensuring that your project is meeting its objectives and having a positive impact. Demanding better is actually a simple idea. All one has to do is ask, “What can we do even better?” Essentially that’s all there is to it. Asking the question over and over again focuses leaders on challenging themselves and team members. Further, it sets into motion an on-going self-evaluation and a focus on the process of achievement. In return, this focus on the process brings results.

5. Encourage Delegation

Delegation is one of the most important roles of your job; as a leader your job isn’t ‘to do, it is to gain or accomplish things through your team members. Your time should be spent on such things as visioning, motivating, controlling and goal setting, and not on trivial jobs such as fighting fires or responding to interruptions and correcting errors.

 Delegating relieves time-pressures on you. It provides your team members with an opportunity to expand their own skills in decision making and problem solving and encourages their creativity and initiative, while motivating them to become what they are capable of being.

It forces you to spend time with your team members, thus developing your interpersonal relationships. Your feedback and attention will encourage them on to greater things. It helps set performance standards based on member’s accomplishments or results, rather than purely on their activity. It helps to increase results by releasing you from some of your activities. You will be able to step back and look at the bigger picture instead of being caught up in the internal activities of the project. You will be able to think outwards for the better of the organization and not lose sight of the real goals.

6. Reside in the Future

To meet future challenges, leaders must reside in the future. Only then can they set a vision with reasonable goals and promote the process of developing effective strategies to achieve them. Considering the future enables leaders to think constructively about it, and do the things that contribute to achieving their visions. Proactive future oriented thinking can lead to greater project success. The future will happen, no matter what we do. If you want a successful future, you need to work at it.


Victor Teplitzky is a Principal Consultant at Advanced Management Services, Inc. (AMS), a full service management consultancy servicing an international client base. Victor is an Industrial Engineer and Behavioral Scientist (HRD/OD). Since 1974 he has provided training, consulting and assessment services to a wide variety of organizations in both the public and private sectors including; the National Guard, US Postal Service, National Institutes of Health, Sara Lee Corporation, DoE, DoD, GPO, USACE, FAA, Wal-Mart, The Hartford, ING and many more Fortune 100 and Global 2000 companies. Victor has designed and developed over 100 training workshops including both general programs for “off the shelf” presentations and workshops tailored to meet specific client needs in the areas of Project Management, Business Analysis, Professional Development and Business Development.