Reusable Asset List: <Engagement Model or Lifecycle Name>
Project Name
Name
Related Engagement Models <Related Engagement Model Names>
Key Knowledge Networks <Key Knowledge Networks Names>
Normal Subsequent Engagements <Normal Subsequent Engagements>
Reference Materials <Reference Material Description>
Tailoring Summary
When Who
Location
<Related Engagement Model Locations>
<Key Knowledge Network Locations>
Comments
Reusable Asset List: <Engagement Model or Lifecycle Name>
Asset Description and Location
Engagement Focus
Asset Category
Type: Asset Name
Project Management
Project plan
Proposal for IT Strategy
(Presentation)
Proposal for IT Strategy
(Description of Deliverables)
Proposal for IT Strategy (Word
document)
Proposal for operationalzation of
the IT strategy by KPI's
Proposal for repositioning IT
Strategy
Education
Needs
Delivery
Value based IT management
IT Value Management -
Issues and techniques to realizing
the Business Value of IT
IT Strategy Implementation
Current Environment
Client Data
Business Environment
Global Services Method: Current
Organisation Description
IT Environment
Globals Services Method: Current
IT Environment
Client Decision
Desired Environment
Architecture
Services
IT Strategy workshop
Requirements
Evaluation
Assessment
IT-Strategy Assessment Workshop
IT-Strategy and Benefits
Management Assessment
IT Business Value and IT
Governance -
Results of an IBM Multi-Client
Study
Solution Strategy
Client Decision
Measurements
Global Services Method: IT Value
Model Deliverable
Solution Alternatives
Business Justifications
Transition
Design
Services
Solution
Global IT Strategy
IT Strategy Implementation Design
Organization
Testing
Plans
Construction
Deployment
ement Model or Lifecycle Name>
Asset Description and Location
Asset Description Value and Limintations
MS Excel project plan for an IT Strategy Management
Engagement.
Proposal incl.
Management summary
Situation and project objectives
Approach and deliverables
Project plan and organization
Effort estimation
Why IBM
References
Description incl.
Project set-up
IT Governance
IT Architecture
IT Organisation
Planning
Definition incl:
Contractor/order handling
Performance scope
Costs, Calculation basis, Payment and Payment method
Project Development / Engineering
Integration and Migration
Quality Management
Proposal incl.
Current situation
Principle questions
Setting of tasks
Approach
Proceeding and planned results
Time and project plan
Cooperation
ITMC
Proposal incl.
Requirements
Project plan
Approach and deliverables
Project team
Conditions
References
Part I – Concepts and approaches
Current challenges of IT organisations
Development of the IT strategy
IT Governance
Performance management
The balanced scorecard (BSC) as an approach for value-based
management of the IT organisation
Part II – Experience and project examples
Assessment of the IT organisation -IT strategy, governance,
performance management
Use of an IT BSC
Decisions for IT investments
IT architecture decisions
Critical success factors, organisational change measures
Education Presentation
IT Value Management approaches the key questions at the
business value of IT
Using the benefits and cost quantification techniques to realize and
communicate the business value
Benefits Management assessment and implementation sample
Contacts
IT-Strategy Implementation and Strategic Controlling with a
Balanced Scorecard Approach
The Current Organization Description is an inventory of
organizational information on the elements of an organization
structure, behaviors and enablers for the in-scope organizational
units (e.g., corporate organization, strategic business unit (SBU),
functions, teams, individuals).
The Current IT Environment work product documents:
an inventory of the client's installed applications, data, computing
and network infrastructure
the current status of all the non-technical, management aspects of
the overall client IT environment, including:
the IT/IS organization, roles and responsibilities
the existing IT strategy, policies and plans (including skills
acquisition and sourcing options)
development policies and practices
system management policies and practices
Workshop incl.
Vision/Mission in the 4 Perspectives of the BSC
Strategic Goals of the IT in the 4 Perspectives
IT KPIs
BSC for the Strategic Management of IT
Impacts of the BSC-based Management on IT processes
Specific Steering of operational IT Units with BSC
Assessment and Evaluation of selected KPIs
Benefit Potentials of Market and Technology Trends
IT Governance
IT Guidelines
IT Strategy and Cobit
High level assessment of IT strategy:
Value based management of the IT organization with an IT
balanced scorecard (BSC) to align business and IT
Implementation of IT strategy with IT project portfolio management
Implementation of IT governance elements, with focus on IT
architecture / -standards
Development of a strategic roadmap / high level masterplan to
realize the positioning of IT strategy
Assesment questionaire of:
IT Strategy
Benefits Management
Demand Management
Measurements
IBM Multi-Client Study incl.:
Challenges for Business and IT
Study Methodology
Strategic Guidelines
Implementing the Strategic Guidelines through the Governance
System
Using Performance Management with IT
Change Management Measures
Recommendations
A Vision of the Future Orientation of IT
The IT Value Model deliverable is the final iteration of IT value
model work product development. It is a representation of the
identified value associated with an IT related element. It covers a
number of different IT value modeling situations that have a
common objective to capture and represent IT value, the notation
can differ depending on the type of situation. The IT elements
covered by the IT Value Model are typically Operational or
Strategic.
Client Deliverable incl.
Vision, Mission & Strategic Goals
Sourcing Strategy
Governance Principles
Architecture Principles
Architecture Procedures & Methodology
Enterprise Architectures
Steering Processes & Organization
Management Boards
Program Office
Organization, Roles and Skills
Master Plan
Project Portfolio
Client Deliverable incl.
Value Creation Web
Business Capabilities
Business Scenarios
IT Capabilities
Major Key Points
IT Vision and Mission
IT Initiatives
Asset Reuse Plan - Project Launch
Asset Reuse Results - Project Close
Location Asset Comments
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
Link
Link
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
Link
SPL1 IMT Germany Development
Database
SPL1 IMT Germany Development
Database
an - Project Launch
Results - Project Close
RAL Development View: <Engagement Model or Lifecycle Name>
Engagement Focus
Asset Category
Asset Category Descriptions Asset Type: Name
Work Product
Project Management
Plans
Controls
Procedures
Structure
Reports
Education
Needs
Delivery
Current Environment
Client Data
Business Environment
IT Environment
Client Decision
Desired Environment
Architecture
Services
Requirements
Assessment
Solution Strategy
Client Decision
Measurements
Solution Alternatives
Business Justifications
Transition
Design
Services
Solution
Organization
Testing
Plans
Implementation
Migration
Facilities
Deployment
Transition
Testing
Construction
Non-Production Environment
Components
Procedures
Facilities
Transition
Testing
Deployment
Pilot
Rollout
Acceptance
le Name>
Source SME Priority Effort
Notes
Reusable Asset List: <Engagement Model or Lifecycle Name>
Engagement Focus
Asset Category
Project Management
Plans
Controls
Procedures
Structure
Reports
Education
Needs
Delivery
Current Environment
Client Data
Business Environment
IT Environment
Client Decision
Desired Environment
Architecture
Services
Requirements
Assessment
Solution Strategy
Client Decision
Measurements
Solution Alternatives
Business Justifications
Transition
Design
Services
Solution
Organization
Testing
Plans
Implementation
Migration
Facilities
Deployment
Transition
Testing
Construction
Non-Production Environment
Components
Procedures
Facilities
Transition
Testing
Deployment
Pilot
Rollout
Acceptance
agement Model or Lifecycle Name>
Asset Category Descriptions
Assets related to planning the project
• Communications Management Plan
• Financial Plan
• Human Resource Plan
• Operational Schedule
• Project Management Schedule
• Project Management System Summary
• Project Quality Plan
• Risk Definition
• Risk Management Plan
• Staff Schedule
• Technical Environment Plan
Assets related to controlling the project
• Action Control Document
• Action Log
• Agreement
• Change Request
• Deliverable Definition
• Delivery Control Documentation
• Expenditure Log
• Findings Log
• Issue Document
• Issue Log
• Quality Review Documentation
• Risk Definition (GS Risk Assessment)
• Risk Occurrence Document
Assets related to procedures for the project
• Project Procedures Description (Change Management)
• Project Procedures Description (Issues Management)
• Project Procedures Description (Deliverable Acceptance
Management)
Assets related to the structure and record keeping for the
project
• Project Definition
• Project Management Repository
• Work Product List
• Sales to Delivery Map
• Work Breakdown Structure
Assets related to tracking and reporting the project
• Project Evaluation Report
• Project Management Review Report
• Project Status Report
• Survey Results
Assets related to determining client education needs
• Business Direction
• Current IT Environment
Assets related to delivering client education
• Education and Training Strategy
• Learning Solution Materials
• Operational Schedule
Assets related to building a plan and collecting data
about a client's environment.
• Hypothesis and Data Framework
• Operational Schedule
Assets related to understanding the client's current
business environment.
• Business Direction
• Business Drivers
• Business Roles and Locations
• Capability Model Definition
• Component Attribution and Assessment
• Component Business Model
• Customer Measurements
• Customer Wants and Needs
• Enterprise Information Model
• Enterprise Technology Framework
• Industry Environment Analysis
• Leading Practices
• Network Regulatory Profile
• Principles - Policies and Guidelines
• Program Management Framework
• Technology Scan
Assets related to understanding the client's current IT
environment.
• Current IT Environment
• Current Organization Description
• Facilities Description
• Industry Networking Profile
• Infrastructure Cost Plan
• IT Accounting Model
• IT Cost Model
• IT Discovery Guide
• IT Value Model
• Process Definition
• Process Identification
• Service Level Agreement
• Standards
• Technical Transaction Map
Assets related to how a client makes decisions.
• Decision Model
Assets related to defining the architecture that the client
requires.
• Architecture Governance Model
• Architecture Management Framework
• Architecture Overview Diagram
Assets related to defining the service strategy the client
requires.
• Capability Description
• Capability Enablers
• Capability Model Definition
• IT Infrastructure Management Model
• IT Services Strategy
• Process Identification
Assets related to defining the requirements of the client's
desired environment.
• Component Business Model
• Facility Requirements
• Future Business Environment
• IT Accounting Model
• IT Cost Model
• IT Management Requirements
• Non-Functional Requirements
• Performance Model
• Requirements Matrix
• Security and Privacy Requirements
• Service Level Agreement
Assets related to analyzing various aspects of the client's
Current and Desired Environments.
• Capability Assessment
• Change Readiness Assessment
• Component Attribution and Assessment
• Critical Issues Opportunities and Recommendations
• Current IT Assessment
• Current Organization Assessment
• Facilities Assessment
• Financial Assessment
• High Level Gap Analysis
• Human Capability Assessment
• Industry Environment Analysis
• Information Security Assessment
• Infrastructure Gap Analysis
• IT Management Tools Assessment
• IT Services Assessment
• Physical Security Assessment
• Process Assessment & Analysis
• Reference Architecture Fit-Gap Analysis
• Service Level Characteristic Analysis
• Strategic Fit Assessment
Assets related to how a client makes decisions.
• Decision Model
Assets related to measuring future IT and business
operations.
• IT Service Metrics
• IT Value Model
• Measurement Model
• Performance Model
• Service Level Agreement
Assets relative to defining technology alternatives that
satisfy the client's future business needs. This includes
strategies for all aspects of the technical solution
including test, services, facilities, implementation,
processes and systems management.
• Architecture Overview Diagram
• High Level Implementation Strategy
• Recommended IT Management Solution Path
Assets relative to defining business alternatives that
satisfy the client's future business needs. - This includes
strategies related to organization change, transition, and
business justification.
• Business Case
• Estimated Preliminary Costs
• IT Infrastructure Cost Plan
• Preliminary Cost-Benefit Analysis
Assets related to assisting the client to make the
transition to the new environment.
• Education and Training Strategy
• Integrated Transition Plan
• Program Management Framework
• Test Strategy
• Transition Initiatives
• Transition Management Strategy
Assets related to designing services
• IT Service Design
• IT Services Detailed Design
• Service Level Characteristic Analysis
• Principles - Policies and Guidelines - Solution
• Request for Information
• Vendor Selection Decision and Final Presentation
Assets related to designing the technical solution. This
includes designing or selecting systems management
tools and structures.
• Architectural Decisions
• Component Model
• Data Migration Maps
• Facilities Design
• Future Facility Design
• Interface Specifications
• Logical Data Model
• Managed IT Elements
• Operational Model
• Physical Database Design
• Report Specifications
• Security Architecture
• User Interface Design Specifications
Assets related to organization design.
• Future Organization Design
• Learning Solution Design
• Job Roles - Responsibilities and Competencies
• User Support Specifications
Assets related to desiging the tests that ensure that all
aspects of the solution function as designed
• Technical Prototype
• Test Specification
• Viability Assessment
Assets related to planning the construction of the
solution components and support structures
• IT Technical Implementation Plan
• Infrastructure Cost Plan - Solution
• IT Management Plan
Assets related to migrating platforms, servers, storage,
networks, data, and applications.
• Data Migration Plan
Assets related to planning the facilities required for the
solution.
• Future Facilities Design
Assets related to planning the deployment of the solution
in the client's environment
• Deployment Plan
• Deployment Unit
• Release Plan
• Customer Equipment List
Assets related to planning the client's transition from the
current environment to the desired environment. This
includes how to iall the organizational change, process
changes, and support structures.
• Education and Training Plan
• Integrated Transition Plan
• Organization Transition Plan
• Communications Plan
• Stakeholder Participation Management Plan
Assets related to planning both internal an acceptance
tests
• Acceptance Test Plan
• Detailed Test Plan
• Test Execution Plan
Assets related to preparing and running non-production
environments such as development, quality assurance,
and testing.
• Test Environment
Assets related to preparing the technical components of
the solution for piloting and deployment. This includes
the servers, storage devices, networks, and systems
management tools.
• Configuration Parameters
• Package Extension
• Customized Software Image
• Data Migration Programs
• Interface Programs
• Report Programs
Assets related to defining the procedures that will be
used to pilot and deploy the solution.
• Procedures Documentation
• Configuration Management Procedures
Assets related to preparing the facilities for the solution.
• Survey Results
• Site Survey Materials
Assets related to preparing the organization and support
structures for solution deployment.
• Learning Solution Materials
• User Support Materials
Assets related to executing the test plans for the solution
priot to deployment.
• Defect Analysis Document
• Test Measurements
• Test Report
• Test Results
Assets related to executing a pilot of the solution.
Assets related to rolling out the solution.
• Rollout Schedule
Assets related to obtaining acceptance for the solution by
the client.
• Conditions of Satisfaction Card
• Quality Results
• Education and Training Evaluation
Asset Types
Asset Types
This sheet defines the asset types that should be associated with a particular asset the RAL sheet. These are normally used b
However, practitioners may add assets to the list also. When this is done, they should categorize the new assets in the same
Instance – a sample or example of a fully formed work product or deliverable. The instance may contain live client data (with
contain fabricated data that is representative of the information required for the engagement. Note that the work product desc
section 4. However, this example is necessarily generic and is only a guide to what might be required in an actual work produ
cited in the RAL should be complete for the type of engagement that is the focus of the practitioner’s attention.
Template – a version of the work product or deliverable instance that does not contain and data so that the practitioner may u
fields that define the data to be collected and may assist in analyzing the data to produce the information for the completed wo
are a powerful pair for the practitioner. In the first, he/she sees a complete work product while the second offers a convenient
accurately as possible.
Tool – an automated means of constructing all or part of a work product or deliverable. This could be an application that craw
and network components. It could be a set of probes that analyze the usage of the client’s infrastructure so that performance
runs largely without practitioner intervention to provide information a work product or deliverable needs.
Guidance – a series of questions or script that practitioners may use to lead a discussion with the client’s personnel. This mig
that focuses on the information needed for the work product or deliverable.
Technique – techniques, or more formally technique papers, are defined as part of the IBM Global Services (IGS) method. Th
developing work products. Some may be included in an engagement model itself if generally applicable to many situations. O
The Reusable Asset List focuses on the second kind of technique that is not part of the engagement model and is applicable t
the engagement model should not be cited in the Reusable Asset List.
Procedure – a detailed description of how a particular part of the client’s environment should be manipulated such as configur
are particularly important during the latter part of the ITS lifecycle when testing is performed and solutions are piloted and depl
Run part of the lifecycle also. The difference between technique papers and procedures lies in their relationships to work prod
content of a work product while a procedure uses a work product’s content to execute detailed actions on the client’s infrastruc
that are specific to particular aspects of the client’s infrastructure. The shell might be populated with the contents of the Work
procedure executed.
Reference – a set of information that is related to the construction of the work product or deliverable. References might includ
information, publications, or other material that may be useful to practitioner and is of a more general nature than the other ass
specific education and practitioner guidebooks. They also include links to other information.
Service – assistance from a source outside the engagement’s practitioner team that can produce the required information or f
engagement practitioners can themselves. The service provider may be inside or outside IBM.
Source – material that may be used use as-is or be modified for client communication. This could include presentation shells
engagement. This asset type is not specific to a work product or deliverable but more related to the overall engagement.
Workshop – a set of logistics, actions, and expected outcomes. A workshop may or may not be the subject of a technique pa
workshop usually addresses series of tasks or an activity in the engagement model to produce information that may be applica
Usage Notes
Asset List
Engagement Focus
Asset Category
Type: Asset Name
Asset Description and Location
Asset Description
Value and Limitations
Location
Asset Comments
Asset Reuse Plan - Project Launch
Reuse
Harvest
Reuse Plan Comments
Asset Reuse Results - Project Close
Reuse
Harvest
Comments
Usage Notes
Asset List
Engagement Focus
Each engagement focus represents a logical portion of the normal ITS lifecycle. Their sequence follows the phases of the lifec
designed to match it exactly. The engagement foci represent the fundamental sequence of the normal lifecycle without using
around the work products and deliverables that logically appear along the lifecycle. However, it is essential to understand that
model surrently in use.
Asset Category
Each engagement focus comprises a number of asset categories. Each asset category concentrates on a paricular aspect of
strongly based on specific work products and deliverables. Not all the work products or deliverables in the normal ITS lifecycle
more important than others. Therefore, only the major work products are noted in the asset categories. Each work product ap
foci and asset categories. This allows all of the assets associated with a particular work product to appear in the Reusable As
the engagement foci and asset categories might be considered like aggregate work products.
A cell comment appears in the cell immediately to the left of each asset category. When the mouse pointer hovers over this co
are addressed by the category appear. There is also a short description of what the category is about. This infromation is sho
Type: Asset Name
This is a combination of the the Asset Type and the name of the actual asset in the form < Name>: <Asset Name>. More deta
out to the right. To conserve space, there are three sets of grouped columns. These must be opened to see all the details ab
Asset Description and Location
Asset Description
This is a brief description of the asset and hsould describe its capabilities.
Value and Limitations
This cell describes the value that the asset provides to the practitioner. This might be to speed the generation of a work produ
that is useful to the practitioner. While this cell must sell the asset to the practitioner, it must also describe any limitations that
not working across a network, or dealing with only so much infromatio
Location
There are two parts to the location cell: (1) the file name of the asset an (2) where the asset may be found. Specific flies mus
expect the practitioner to choose one of fifty files. That is a waste of practitioner time. Ther person identifying the asset must
associated with an asset. In this case, point explicitly to each file that is require. Obviously, a zip file would be useful here. If
take the practitioner directly to the database and document in which the asset is stored. AssetWeb databases are significantly
directly accessible from the web, specific instructions must be included to take the practitioner to the asset with least trouble.
Asset Comments
The comments field may contain additional information that the author wishes to pass to the practitioner.
Asset Reuse Plan - Project Launch
Reuse
During project launch or a Method Adoption Workshop, the practitioners indicate if they plan to reuse the asset. Valid entrie
Harvest
During project launch or a Method Adoption Workshop, the practitioners indicate if they plan to harvest the asset from the
= Yes, N = No, and M = Maybe.
Reuse Plan Comments
Space is provided so that the practitioners can make notes about their plans.
Asset Reuse Results - Project Close
Reuse
During project close, the practitioners indicate if they reused the asset. Valid entries in the column are Y = Yes, and N = No
Harvest
During project close, the practitioners indicate if they harvested the asset from the current engagement. Valid entries in t
Comments
Space is provided so that the practitioners can make notes about their reuse or harvesting activities for each asset. This provi
engagement so that assets may be kept vital.
Field Definitions and Values
Lifecycle or
Engagement Model <Engagement Model or Lifecycle Name>
Name
Related Engagement
<Related Engagement Model Names>
Models
Key Knowledge
<Key Knowledge Networks Names>
Networks
Normal Subsequent
<Normal Subsequent Engagements>
Engagements
Reference Material
<Reference Material Description>
Description
Field or List Box
Field Name Subfield Name Estimation Value
Contents
ChangeValues New New 10
Large Large Change 8
Medium Medium Change 5
Small Small Change 1
Unchanged Unchanged 0
StatusValues Nothing Not Started 10
Started Started 7
Draft Draft 5
Reviewed Reviewed 1
Complete Complete 0
IncludeExclude Include Include 1
Exclude Exclude 0
DCDIncludeExclude DCDInclude Include 1
DCDExclude 0
cycle Name>
ames> <Related Engagement Model Locations>
mes> <Key Knowledge Network Locations>
ents>
ion>
Formatted Cell for
Copying
Unchanged
Complete
Include
Include
