ITIL® Service Management Practices V Qualifications Scheme
ITIL Service Management Practices
Contents
1. Scope and purpose of document 1.1. Synopsis 1.2. Suggested reading 2. ITIL Overview 2.1. What is ITIL? 2.2. What does ‘official scheme’ mean? 2.3. Who is involved in the official scheme? 3. About OGC 4. About APM Group 5. About the ITIL Qualifications Board 5.1. Functions 5.2. Working practices 6. About Examination Institutes (EIs) 7. About Accredited Training Organizations 7.1. About ATO Affiliates 8. About the ITIL user forum 9. About ITIL V3 Examinations 9.1. Overview 9.1.1. Syllabuses 9.1.2. Examination questions 9.1.3. Examination format 10. The ITIL V3 Qualifications Scheme 10.1. Overview 10.2. Design 10.3. Scheme Structure 10.4. Foundation level 10.4.1. Target Group 10.4.2. Format of the ITIL Foundation Certificate in IT Service Management Exam 10.5. Intermediate Level 10.5.1. Target Group 10.5.2. Service Lifecycle Modules 10.5.3. Service Capability modules 10.6. Managing Across the Lifecycle 10.6.1. Format of the Managing Across the Lifecycle Module 3 3 3 3 3 3 3 3 6 6 6 6 7 7 7 7 8 8 8 8 8 8 8 8 8 9 9 9 9 9 10 10 11 11 10.7. ITIL Expert in IT Service Management Certification 10.8. ITIL Master Level (In Development) 11. V3 Qualifications Scheme Credit System 11.1. Credit values 11.2. Pre-requisites 11.2.1. Foundation level 11.2.2. Service Lifecycle Modules 11.2.3. Service Capability Modules 11.2.4. Managing Across the Lifecycle Module 11.2.5. ITIL Master Level Qualification 11.3. Selecting Modules to Achieve ITIL Expert Certification 12. Bridging From Existing V1 or V2 Certifications 12.1. Credit values for existing certifications 12.2. V2 to V3 Bridging options 12.2.1. Foundation level 12.3. V2 Practitioner level 12.4. V1 or V2 Service Manager 12.4.1. Target Group 12.4.2. Entry Criteria 12.4.3. Format of the V3 Managers Bridge Module 13. Credit Administration Policy 13.1 Credit Exemptions 14. What qualifications are available? 14.1. Generic examination rules 14.1.1. Examination provision 14.2. Competition 14.3. Appeals and complaints 15. Examination translation 16. What happens to candidates holding current ITIL qualifications? 17. Glossary of Terms 18. Contact Details 12 12 13 13 13 13 13 13 13 13 13 14 15 15 15 16 16 16 16 16 17 18 18 18 18 18 19 19 19 19 20
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ITIL Service Management Practices
1. Scope and purpose of document
1.1 Synopsis
The purpose of this document is to inform all parties interested in ITIL qualifications of the rules and guidelines of the official ITIL qualification scheme. The document will outline the roles and responsibilities of all official parties within the ITIL Version 3 qualification scheme as well as the overarching principles and guidelines of the scheme.
Examination Institutes (details of which can be found at www. itil-officialsite.com/ExaminationInstitutes/ExamInstitutes. asp). This is the only ITIL qualification scheme sanctioned by OGC, owners of ITIL, and administered by APM Group, OGC’s Official Accreditor for ITIL. There are many organizations claiming to offer ITIL qualifications and many publications claiming to be part of the official ITIL set which are not approved or recognized under the licensing scheme run by the Official Accreditor or published by The Stationery Office (TSO) the official Publisher on behalf of OGC. This document outlines the roles of the organizations within the scheme and the rules of the scheme, with contact details and reference points for anyone wishing to check if a company is operating within the scheme. Candidates are urged to ensure that when buying training or consulting services within the ITIL arena, they check that the organization delivering the service is recognized within the scheme (see section 7). Any organizations delivering services that are not accredited through one of the scheme partners may be operating illegally. Training/consulting providers are urged to ensure they secure appropriate recognition from a recognized scheme member before delivering services within the ITIL arena. Delivery of services without such approval may be in breach of the Intellectual Property Rights subsisting in ITIL and may result in legal action being taken.
1.2 Suggested reading
Potential examination candidates are advised to read sections 4, 6, 7, 9, 10, 11, 12, 13, 14 and 15 of this document. Training providers who are interested in becoming officially recognized within the qualification scheme are advised to read sections 9, 10, 11 and 12 of this document and the ITIL Accredited Training Organisation (ATO) Scheme Brochure. Examination Institutes seeking approval to administer the ITIL qualification scheme are advised to read this entire document and the ITIL Examination Institute Scheme Brochure.
2. ITIL Overview
2.1. What is ITIL?
ITIL is Best Practice IT Service Management which is used by many organizations around the world. A whole ITIL philosophy has grown up around the guidance contained within the ITIL books and the supporting certification and qualification scheme. The ethos behind the development of ITIL is the recognition that organizations are becoming increasingly dependent on IT in order to satisfy their corporate aims and meet their business needs. This leads to an increased requirement for reliable, highquality IT services. ITIL provides the foundation for quality IT Service Management through documented, proven processes that cover the entire Service Lifecycle. It is easy for organizations to learn, tailor and implement to suit their environment. The widespread adoption of the ITIL guidance has encouraged organizations worldwide, both commercial and non-proprietary, to develop supporting products as part of a shared ‘ITIL Philosophy’. The ITIL publications and supporting schemes are kept up to date with current best practice and changes within the marketplace through a regular review cycle to update content in collaboration with a wide range of international users and stakeholders in the IT service management community. ITIL Version 3 was formally released on 5th June 2007. ITIL is aligned with various international quality standards including international standard ISO/IEC 20000 (IT Service Management Code of Practice).
2.3. Who is involved in the official scheme?
In 2006, OGC completed a re-tendering process to run ITIL accreditation services and the qualifications scheme, following which The APM Group became the Official Accreditor for ITIL. This has changed (effective as of 1st January 2007) the governance structure around the delivery of the ITIL qualifications and certification scheme which are shown on the diagram below. The roles of each body within the diagram are explained in full throughout sections 3 – 8 of this brochure.
3. About OGC
ITIL was originally developed by the UK government organization CCTA (Central Computer and Telecommunications Agency) which in 2000 was merged into the Office of Government Commerce (OGC) an office of HM Treasury. OGC are the owners of several best practice products and are committed to maintaining and improving the guidance, working with organizations internationally to develop and share business and practitioner guidance within a world-class best practice framework. OGC have now established collaborative partnerships with two organizations to provide support for their ITIL portfolio. As the Official Accreditor APM Group provides accreditation services related to training, registration and the examination scheme. The Stationery Office (TSO) is the official publisher of all official ITIL library books. For further information on TSO please visit their website at www.tso.co.uk OGC retain the rights to all Intellectual Property subsisting in ITIL
2.2. What does ‘official scheme’ mean?
The term “software scheme” refers to tThe term ‘official scheme’ refers to the rules documented in this brochure for the administration of the ITIL qualification scheme recognized and endorsed by Office of Government Commerce (OGC), their Official Accreditor for ITIL (APM Group), and all licensed
ITIL Service Management Practices
ITIL Service Management Practices
ITIL Service Management Practices The Qualifications Board act as a steering committee for the official scheme, ratifying any decisions made relating to those which are accredited, as well as changes to standards and syllabuses proposed by APM Group as the Official Accreditor. The Board will also be available to consider any complaints escalated to this forum regarding any accredited member of the official scheme and to advise on an appropriate course of action in relation to that complaint, leading ultimately to suspension or withdrawal of accreditation. The Board operates in accordance with the following terms of reference:
though permit APM Group to use this within certain contexts on the ITIL work. Their predominant role in the official scheme is one of ownership and stewardship of the ITIL library content and qualifications. APM Group chair the Qualifications Board (the steering committee made up of representatives from the community who make decisions about qualification policy) and ensure decisions made are to the benefit of both ITIL and users alike. OGC are responsible for initiating the consultation and update process to the official publications library, though they may outsource the management of this project to TSO.
4. About APM Group
APM Group are an international professional accreditation and certification body which is accredited to international standards by UKAS (United Kingdom Accreditation Service) which ensures the effectiveness, impartiality and quality of APM Group scheme administration services. APM Group run a wide variety of schemes throughout the professional disciplines such as Project Management and Change Management. APM Group have worked with OGC and their Best Practice Portfolio since 1996, successfully helping to make products such as PRINCE2™ an international standard. On 20th July 2006, APM Group also became OGC’s Official Accreditor for ITIL and as of 1st January 2007 have been responsible for the monitoring and promotion of the official scheme for Examination Institutes, training, consulting and qualifications. Within their role as the Official ITIL Accreditor, APM Group are responsible for setting the standards and syllabuses throughout the market which any delivering Examination Institute (EI) must adhere to as well as creating, maintaining and delivering the ITIL qualifications themselves. APM Group also promotes the awareness of the ITIL official scheme through a variety of international marketing activities, often in conjunction with OGC, TSO and itSMFI, and is responsible for the successful operation of the ITIL Qualifications Board, further explained within section 5 of this brochure. APM Group are also responsible for the accreditation and monitoring of any EI applying to the official scheme to run ITIL qualifications and to accredit training organizations. In addition to ensuring the continuation of the official scheme, APM Group are also assisting OGC in protecting the IPR of ITIL, through the issue of agreed licenses on behalf of OGC to allow those training and consulting organisations approved through an EI to use the associated ITIL IP.
5.1. Functions
The main functions of the ITIL Qualifications Board are to: • Provide advice on the certification of training organizations, individual trainers and examination candidates • Provide advice on the technical basis for granting certification (qualifications) i.e. the standards for certification set in accordance with the ITIL framework • Safeguard impartiality on the part of APM Group in its certificating activities • Consider appeals by candidates against results awarded for the ITIL Qualifications after the EIs appeals procedures have been exhausted • Provide advice on the criteria for appointment of suitably qualified Assessors contracted by each EI for the purpose of evaluating trainers and training courses delivered by ATOs • Provide advice on the criteria for appointment of suitably qualified Examiners contracted by each EI for the purpose of setting, marking and reviewing Examinations • In conjunction with APM Group, appoint a Chief Examiner and review such appointment on a regular basis • Request, receive and consider reports from the ITIL Examination Panel at occasional intervals, as may be appropriate to the working of the ITIL Qualifications Board • Monitor the growth and success of the qualifications and provide advice accordingly.
5.2. Working practices
The working practices of the ITIL Qualifications Board are as follows: • Meetings will take place at least four times each year • Any five members of the ITIL Qualifications Board will constitute a quorum as long as there is a representative from APM Group present and OGC or TSO • A Chairman will be elected from those present in the absence of the Chairman and the Deputy Chairman • APM Group are responsible for convening meetings, the circulation of ITIL Qualifications Board papers and drafting of minutes. Qualifications Board members will be consulted on agenda items prior to the meeting. Agenda items will only be added if accompanied by a supporting paper • Full minutes of each meeting will be taken and distributed by APM Group to the full ITIL Qualifications Board for comment within ten working days. A sanitised version of the ITIL Qualifications Board meeting minutes will be produced by APM Group for distribution outside of the Qualifications Board • In the event of disagreement, decisions can be reached by voting. Each member of the ITIL Qualifications Board has a
5. About the ITIL Qualifications Board
As the Official Accreditor, APM Group are responsible for running the ITIL Qualifications Board. The Board includes representatives from all interested parties within the community from around the world. Members of the Board include (though are not limited to) representatives from OGC, APM Group, TSO, V3 Examination Panel, EIs and itSMF International as the internationally recognized forum for IT Service Management professionals.
ITIL Service Management Practices single vote and the views of the majority will prevail. If an organization is represented by more than one person, that will be limited to one vote. The Chairman can use an additional casting vote only in extremis if warranted by the situation • In any instance where a decision of the ITIL Qualifications Board is reached through a voting process, the number of votes cast “for” and “against” will be recorded • At least one physical meeting for the whole Board will be convened annually, preferably alongside one of the major itSMFI conferences where possible, and agreed by the majority
7. About Accredited Training Organizations
Accredited Training Organizations (ATOs) sometimes known as Accredited Course Providers (ACPs) are companies who have been assessed and approved by an EI to run officially accredited training courses and administer examinations in ITIL. As part of their assessment these accredited organizations must submit: • Their QMS (Quality Management Systems) detailing their processes for administration of the training courses and examinations • The course material they utilize during training ITIL candidates for the examinations and • Their trainers for assessment by an EI Following approval by an EI, ATOs are granted a licence by APM Group as the Official Accreditor to use the relevant OGC owned IP relating to ITIL. ATOs may also be recognised by other Licensed Examination Institutes who operate an ATO Accreditation Recognition Scheme. For more information, please contact one of the EIs. A full list of EIs can be found at www.itil-officialsite.com/ ExaminationInstitutes/ExamInstitutes.asp
6. About Examination Institutes (EIs)
APM Group as the Official Accreditor is authorized to license EIs to administer ITIL qualification and accreditation activities. APM Group will also use their international offices to act as an EI to deliver the scheme to the market place in the form of training and consulting accreditation and the delivery of qualifications. All organizations approved by APM Group as EIs will be audited by independent auditors appointed by APM Group in accordance with the principles of international best practice standards. APM Group will also submit their EI to this audit process. If the systems used by the applicant organizations are found to be in line with these guidelines, they will be granted permission to administer the official scheme for ITIL accreditation and qualifications and will also be offered a place on the Qualifications Board. Under the contracts signed with APM Group, EIs are not permitted to complete any of the following activities: • Amend approved ITIL syllabuses • Develop their own ITIL qualifications • Develop products which may be perceived by the market as competition to those within the official ITIL scheme • Offer training or consulting in ITIL in competition with those organizations they approve to do this • Make any amendments to the pass mark agreed by the Qualification Board • Authorize the use of intellectual property and/or issue trademark licenses to their approved organizations directly • Outsource the running of their ITIL activities to any third party, except where delivery agents are appointed and have been agreed with the Official Accreditor • Sub-license or grant any rights associated with the use of OGC Trade Marks, Crown copyright or other ITIL related intellectual property Under the contracts signed with APM Group, EIs are allowed to complete the following activities: • Approve training organizations through the standards and mechanisms audited and agreed by APM Group • Administer examinations via those organizations they have approved using the standards and mechanisms agreed by APM Group. Any EI can operate internationally. Further information about becoming an EI can be found in ITIL V3 Examination Institute Scheme Brochure.
7.1. About ATO Affiliates
An Affiliate is a training organisation who enters into a commercial arrangement with an ATO, to enable the ATO to work in different countries or in different regions of their own country through a third party agreement. Under the ITIL scheme, affiliates must adhere to the following conditions:• Affiliates must work in accordance with the Quality Management System that the ATO uses and has been approved by the EI. In cases where they do not use this then their Quality Management System will have to be approved by the EI • Affiliates must use training material as approved by the EI used by the ATO • All Trainers working on behalf of the affiliate must be assessed by the EI to the same standard as the Trainers working for the ATO • Affiliates must market courses in the name of the ATO • Affiliates will be subject to spot checking and audit by the EI in the same way that the ATO would be subject to audit • Affiliates can only use ITIL IP in the material that it is sublicensed to use by the ATO and, in advertising, must clearly state that they are an affiliate of the ATO who is accredited and licensed to use the IP • Affiliates cannot use the Accredited by (EI) logo. An appropriate logo can be provided by the Accreditor that can be used by affiliates, who must sign a direct licence for the use of ITIL associated IP with the Accreditor.
8. About the ITIL user forum itSMF International is the internationally recognized forum for IT Service Management professionals. With chapters in over
ITIL Service Management Practices The design principles of the scheme specify that every accredited qualification must: • offer certifications that are of value to the career objectives of the student • offer flexibility in how they can be delivered • provide knowledge that meets the stated learning objectives and competency outcomes • align to Blooms Taxonomy levels of abstraction for setting examination questions against the syllabus • contribute to the maturity of ITSM professionalism • be responsive to evolving market demand • provide a transitional upgrading strategy and supporting certifications for those wishing to enhance existing certifications to the V3 model, and those mid-stream wishing to complete certification under the V3 scheme.
50 countries, they are able to provide local support to those individuals and organizations using and implementing ITIL while adhering to the over-arching guidelines from the central international group. itSMF International are recognized as an integral part of the ITIL community and as such are a collaborative partner to the ITIL Official Scheme and participate in the Qualifications Board.
9. About ITIL V3 Examinations
9.1. Overview
The ITIL core publications were last updated and released on 5th June 2007. This release has been referred to as Version 3 and along with the appointment of the Official Accreditor in July 2006, has led to changes in the ITIL Qualification structure, as well as the administration of the ITIL official qualification scheme. With the introduction of the new examinations, APM Group as the Official Accreditor has made some changes to the qualification scheme. The sections below highlight the main changes in the Version 3 qualifications:-
10.2. Design
The V3 Qualifications Scheme is aligned to the construct of the ITIL Service Management Practices core guidance. The V3 core guidance has expanded upon the former ITIL guidance by including broader ITSM practices. The result is an increase in scope, breadth and depth of the syllabuses. The basic design incorporates a modular structure for certification to provide flexibility in the customer selection and the use of a credit system to achieve Expert certification in ITSM and also to support innovative delivery mechanisms by the ATO community.
9.1.1. Syllabuses
APM Group develops and maintains all the ITIL syllabuses for use by all Examination Institutes (EIs). EIs are not permitted to amend or develop ITIL syllabuses or qualifications. APM Group have an international group of ITIL experts to produce, update and maintain the syllabuses for all ITIL qualifications. These syllabuses are subject to sign off by the ITIL Qualifications Board and will then be released for use by any EI that is approved to run the official ITIL qualifications.
10.3. Scheme Structure
The Qualifications Scheme is based on content of the ITIL Service Management Practices publications. The Qualifications Board has approved the curriculum in this scheme which includes the following subject areas and elements of the ITIL Practices: Strategy Generation Demand Management Portfolio Management Financial Management Service Level Management Availability Management Capacity Management Information Security Management Supplier Management Change Management Management Risk Management Service Desk IT Operations Management Release and Deployment Management Service Validation and Testing Evaluation Management Knowledge Management Incident Management Request Fulfilment Problem Management
9.1.2. Examination questions
APM Group use the same group of international ITIL experts that develop the syllabuses to lead on the creation of ITIL examination questions. APM Group maintain and update these questions on a frequent basis in the light of the feedback received from ATOs and candidates. APM Group are responsible for the official examination questions and license them to EIs approved to run the official scheme.
Service Catalogue Management Event Management
9.1.3. Examination format
Due to the changes in the structure of the core ITIL library, the style and format of the qualification levels and papers have also changed. The changes have been made to harmonize the qualifications available through the EIs to ensure an equal standard of competency, as well as better reflect the Lifecycle based structure of Version 3.
Service Continuity Management Access Management Operations Management Service Measurement Service Improvement
Transition Planning and Support Service Reporting Service Asset and Configuration Technology Management Application Management Monitoring and Control Technology Considerations Organizational Considerations
10. The ITIL V3 Qualifications Scheme
10.1. Overview
The purpose of the ITIL V3 Qualifications Scheme is to ensure that relevant and timely certifications are available to support the formalized learning requirements of individuals and organizations related to the ITIL Service Management Practices.
ITIL Service Management Practices The subject areas have been grouped into a variety of combinations which cover the ITIL Service Management practice Lifecycle and Capability elements and are organized into three levels of certification in the scheme.
as part of a formal, approved training course Exam Type Exam Duration Multiple choice, 40 questions 60 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 75 minutes and are allowed the use of a dictionary Accredited Foundation training is strongly recommended but not a prerequisite Yes No 65% None Classic Multiple choice: Only one option can be correct and will be awarded a mark. The remaining 3 distracters are awarded no marks Examination can be online or Paper Based from an ATO or directly via an Examination Institutes Public Exam Scheme Maximum ratio of 25 students to one trainer
10.4. Foundation level
This entrance level offers a general awareness of the Service Lifecycle and the key elements within. Learning objectives and competencies are focused on an understanding of the overall linkages between the stages in the Lifecycle, the processes used and their contribution to Service Management practices. The purpose of the ITIL Foundation Certificate in IT Service Management is to certify that the candidate has gained knowledge of the ITIL terminology, structure and basic concepts and has comprehended the core principles of ITIL practices for Service Management. The ITIL Foundation Certificate in IT Service Management is not intended to enable the holders of the certificate to apply the ITIL practices for Service Management without further guidance. Upon successful completion of the education and examination components related to this certification, candidates can expect to gain knowledge and understanding in the following: • • • • • • • • • Service Management as a practice (Comprehension) Service Lifecycle (Comprehension) Key Principles and Models (Comprehension) Generic Concepts (Awareness) Selected Processes (Awareness) Selected Roles (Awareness) Selected Functions (Awareness) Technology and Architecture (Awareness) ITIL Qualifications Scheme (Awareness)
Prerequisites Supervised Open Book Pass Score Distinction Score Marking Method
Delivery
Class size
10.5. Intermediate Level
The Intermediate Level is a dual stream modular certification series, each with a set of certifications and a normalization certification. The Service Lifecycle series will be of interest to candidates wishing to obtain knowledge of V3 practices within the Service Lifecycle context. The prime focus is the Lifecycle itself, the use of process and practice elements used within it and the management capabilities needed to deliver quality Service Management practices in an organization. The Service Capability series will be of interest to candidates who wish to be certified in a deep level understanding of V3 processes and roles. Attention to the Service Lifecycle is illustrated as part of the curriculum; however the primary focus is the process activities, execution and use throughout the Service Lifecycle.
10.4.1. Target Group
The target group of the ITIL Foundation Certificate in IT Service Management is drawn from: • Individuals who require a basic understanding of the ITIL framework and how it may be used to enhance the quality of IT service management within an organization • IT professionals who are working within an organization that has adopted and adapted ITIL who need to be informed about and thereafter contribute to an ongoing service improvement programme The Foundation examination utilizes Bloom’s level 1 and 2 Taxonomy and tests candidates in their ability to understand the basic concepts, describe them and demonstrate basic comprehension of the ITIL practices.
10..1. Target Group
• Individuals who require a deeper understanding of the ITIL Service Management Practice elements of the ITIL Service Lifecycle and how they may be implemented to enhance the quality of IT service management within an organization • IT professionals working in roles associated with strategic planning, execution and control within a service-based business model, seeking a deeper understanding of the functions and processes of the ITIL Service Lifecycle • Individuals seeking the ITIL Expert level certification in ITIL Service Management for which these are prerequisite modules • Individuals seeking progress towards the ITIL Master standing in IT Service Management for which the ITIL Expert certification is a prerequisite
10.4.2. Format of the ITIL Foundation Certificate in IT Service Management Exam
Module Credit Value Personal Study Course Duration 2 No recommendations for Personal Study At least 18 hours of instruction with an ATO or the accredited equivalent via an e-learning provider based on the latest syllabus version,
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ITIL Service Management Practices
• Individuals who wish to specialize in any of the Service Lifecycle and Capability Areas. The Intermediate Level exams utilize Bloom’s level 3 and 4 and require candidates to have deep level understanding of the subject matter and demonstrate how to apply and execute the concepts in the workplace.
provider based on the latest version of the syllabus, as part of a formal, approved training course. Exam Type Exam Duration 8 Complex Multiple choice, scenario based questions 90 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 120 minutes and are allowed the use of a dictionary 1. ITIL Foundation Certificate in IT Service Management or V2 to V3 bridge equivalent. 2. Successful completion of an Accredited Course for the module from an ITIL ATO Supervised Open Book Pass Score Marking Method Yes No 70% Gradient scoring will be the marking method. In this method, questions are graded as follows: One option is correct and will receive the most marks; One option is partially correct and will receive slightly fewer marks than the correct option; One option is the least correct and will receive the fewest marks; One option is incorrect and will receive no marks Examination can be Paper Based or online from an ATO or directly via an Examination Institutes Public Exam Scheme (proof of attendance at an Accredited training course will be required prior to taking the exam) Maximum ratio of 12 students to one trainer
10... Service Lifecycle Modules
The Service Lifecycle series is focused on each stage of the Lifecycle and syllabuses are matched to each of the five core practice areas. A certificate exam is given for each module. Prerequisites The Lifecycle modules are: • • • • • Service Strategy Service Design Service Transition Service Operation Continual Service Improvement
Each module of the Lifecycle series covers an introduction to the Service Lifecycle, the principles, processes, functions and activities within that stage of the ITIL Service Management Lifecycle, along with technology and implementation considerations. Each ITIL Service Lifecycle Stream Module is a free-standing qualification, and comprises one of six modules that lead to the ITIL Expert Level certification in IT Service Management. The purpose of these modules and the associated exams is, respectively, to impart, test, and validate the knowledge of industry practices in Service Management and the Service Lifecycle as documented in the ITIL Service Management Practices Core Publications. These certificates will also be of interest to individuals simply seeking a better grasp of the business fundamentals that drive the need for IT services and justify investments. The Service Lifecycle Module Certificates expose such individuals to essential aspects of Management, Marketing, Operations, and Organization Management useful to appreciate the concerns of their business counterparts within a Service Management context. Upon successful completion of the education and examination related to this certification, it is reasonable to expect a better understanding of the content of the ITIL Service Management Practices, which form the core of the ITIL Service Lifecycle.
Distinction Score None
Delivery
Class size
10.5.3. Service Capability modules
The Service Capability series is focused on role based clusters in a modular set, each with a certification. Each cluster contains groupings of processes and roles from within ITIL IT Service Management, intended to offer candidates a balanced knowledge of ITIL practices which have direct interaction and dependencies in their daily use. The Capability modules and their respective subject areas are: Planning, Protection and Optimization • Availability Management • Capacity Management • IT Service Continuity Management • Demand Management • Risk Management • Information Security Management Service Offerings and Agreements • Service Portfolio Management • Service Level Management • Service Catalogue Management • Demand Management
10...1. Eligibility for Lifecycle Modules examinations
Before taking the course it is recommended though not required, that candidates have exposure to basic concepts in IT and related work experience of at least two years.
10.... Format of the Lifecycle Module Examinations
Module Credit Value Personal Study 3 21 hours of recommended Personal Study
Course Duration At least 21 hours of instruction with an ATO or the accredited equivalent via an e-learning
ITIL Service Management Practices • Supplier Management • Financial Management Release, Control and Validation • Change Management • Service Release and Deployment Management • Service Validation and Testing • Service Asset and Configuration Management • Knowledge Management • Request Fulfilment • Service Evaluation Operational Support and Analysis • Event Management • Incident Management • Request Fulfilment • Problem Management • Access Management • Service Desk • Technical Management • IT Operations Management • Application Management
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Delivery
Examination can be Paper Based or online from an ATO or directly via an Examination Institutes Public Exam Scheme (proof of attendance at an Accredited training course will be required prior to taking the exam) Maximum ratio of 12 students to one trainer
Class size
10.6. Managing Across the Lifecycle
This certification completes the Lifecycle and Capability streams by focusing on the ancillary knowledge required to implement and manage the necessary skills associated with the use of the Lifecycle practices and includes: • Introduction to IT Service Management Business and Managerial Issues • Managing the Planning and Implementation of IT Service Management • Management of Strategic Change • Risk Management • Managerial Functions • Understanding Organizational Challenges • Lifecycle Project Assessment • Understanding Complementary Industry Guidance
10...1. Format of the Service Capability Modules
Module Credit Value Personal Study 4 12 hours of recommended Personal Study
10..1. Format of the Managing Across the Lifecycle Module
Module Credit Value Personal Study 5 28 hours of recommended Personal Study
Course Duration At least 30 hours of instruction with an ATO or the accredited equivalent via an e-learning provider based on the latest version of the syllabus, as part of a formal, approved training course. Exam Type Exam Duration 8 Complex Multiple choice, scenario based questions 90 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 120 minutes and are allowed the use of a dictionary 1.ITIL Foundation Certificate in IT Service Management or V2 to V3 bridge equivalent 2. Successful completion of an Accredited Course for the module from an ITIL ATO Supervised Open Book Pass Score Marking Method Yes No 70% Gradient scoring will be the marking method In this method, questions are graded as follows: One option is correct and will receive the most marks; One option is partially correct and will receive slightly fewer marks than the correct option; One option is the least correct and will receive the fewest marks; One option is incorrect and will receive no marks
Course Duration At least 30 hours of instruction with an ATO or the accredited equivalent via an e-learning provider based on the latest version of the syllabus, as part of a formal, approved training course. Exam Type Exam Duration Complex Multiple choice, multi-part, scenario based questions 90 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 120 minutes and are allowed the use of a dictionary 1. Candidate must have attained a minimum of 17 credits from prior ITIL (V2 or V3) study 2. Successful completion of an Accredited Course for the module from an ITIL ATO Yes No 70% Gradient scoring will be the marking method. In this method, questions are graded as follows: One option is correct and will receive the most marks; One option is partially correct and will receive slightly fewer marks than the most correct option; One option is the least
Prerequisites
Prerequisites
Distinction Score None
Supervised Open Book Pass Score Marking Method
Distinction Score None
1
ITIL Service Management Practices
correct and will receive the least marks; One option is incorrect and will receive no marks Delivery Examination can be Paper Based or online from an ATO or directly via an Examination Institute’s Public Exam Scheme (proof of attendance at an Accredited training course will be required prior to taking the exam) Maximum ratio of 12 students to one trainer
Candidates for the ITIL Master Level will be required to have achieved the ITIL Service Management Expert certification and be able to demonstrate practical application experience through a peer evaluation scheme. They will be assessed on the broader issues of ITSM implementations, including, but not limited to: • • • • • Managing cultural and organizational change Responding to industry change Continual improvement of ITSM capability Preparing an organization for audit and certification Preparing to become and ITSM consultant and/or an ITIL trainer
Class size
To reach ITIL Expert level this certification and accredited course is mandatory for all candidates, unless they are exempt through the bridging option available to candidates currently certified at V1 or V2 Service Manager Level. NOTE: No credits are given for duplicate modules and Manager and Practitioner credits cannot be added together to gain an exemption or an ITIL Expert certification.
In addition, candidates wishing to achieve ITIL Master Level standing are likely to require a minimum of eight years of ITSM experience and to have achieved the ITIL Expert certification. The Master Level certification will be based on a combination of ITSM theory and experiential evidence. Testing methods may include: • Standardized case studies • Open book written exams • Combination of multiple choice, short question and essay-type questions • Defensive thesis • Simulations Examination testing will be at Bloom’s level 5 and 6 (analysis and synthesis) and candidates will be required to identify solutions to realistic situations. It is expected that in future, the ITIL Master Level certification will be recognized by external professional industry bodies such as the Institute of Service Management, the Institute of Certified Service Managers and National Computer Societies. Similarly, the Master Level certification scheme may elect to recognize a candidates standing with these types of bodies as a credit towards eligibility. Fig 1 – V3 Qualifications Scheme Structure
10.7. ITIL Expert in IT Service Management Certification
This certification is achieved by accumulating credits through the first two levels of the Scheme. There is no examination required for this level; however candidates must achieve credits through a selection of balanced subject areas which represent and are examined across the full spectrum of the ITIL Service Management Practice areas. To achieve the certification, candidates must obtain a minimum of twenty two (22) credits, two (2) of which must be from the Foundation module which is a mandatory first step, and five (5)of which must be from the ‘Managing Across the Lifecycle’ module which is a mandatory final step. Candidates can choose modules from the Capability (4 credits per module) or Lifecycle (3 credits per module) streams to gain the other 15 credits, but are expected to choose a balanced programme overall. Candidates who hold a V1 or V2 Managers Certificate (17 credits) and attend the mandatory V3 Managers Bridge course and pass the examination (5 credits) will also obtain the ITIL Expert certification. No credit will be given for repeated modules. Candidates who may wish to go forward to the ITIL Master Level (in development) will be assessed to ensure that they have gained credits for the full Service Lifecycle. Any candidate wishing to gain the ITIL Expert certification using credit exemptions must successfully complete the relevant Bridge course and exam. For more information on the credit system that supports the ITIL Scheme, please see sections 11 and 13 of this document.
10.8. ITIL Master Level (In Development)
The details provided in this section are subject to change and are presented for information only.
ITIL Service Management Practices
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11. V3 Qualifications Scheme Credit System
To meet the objective of a flexible scheme that allows candidates to tailor their V3 education and certification needs, a credit system is applied to the overall Qualifications Scheme. This permits the widest possible choices for candidates in their pursuit of certifications and ensures well balanced subject matter knowledge of ITIL Service Management Practices. To maximize flexibility, credits can be selected from a range of options. Candidates may elect to take as many or few modules as they wish to meet their individual or organizational needs, but must accumulate the required number of credits to gain the ITIL Expert Certification. Credits do not expire and once gained, can be used at a future date and will be applied in accordance with the rules of the Qualifications Scheme in use at that time.
Figure 2 – V3 credit assignment
11.1. Credit values
Each V3 certification has been assigned a numerical credit value. Credit values across all levels can be accumulated to achieve the required minimum twenty two (22) in order for a candidate to achieve the ITIL Expert level achievement certification. Once the ITIL Expert Level is achieved, a candidate can pursue the ITIL Master Level certification, which is currently in development. Credits are assigned as follows: Credit Value ITIL Foundation Certificate in IT Service Management 2 ITIL Service Lifecycle stream Service Strategy Service Design Service Transition Service Operation Continual Service Improvement ITIL Service Capability stream Planning, Protection and Optimization Service Offerings and Agreements Release, Control and Validation Operational Support and Analysis Managing Across the Lifecycle 3 3 3 3 3 4 4 4 4 5
for ITIL Foundation Certificate in IT Service Management Examination.
11... Service Lifecycle Modules
• V3 ITIL Foundation Certificate in IT Service Management required or V2 to V3 bridging equivalent (2 credits) AND • Completion of intermediate module course(s) from a V3 ATO
11... Service Capability Modules
• V3 ITIL Foundation Certificate in IT Service Management required or V2 to V3 bridging equivalent (2 credits) AND • Completion of intermediate module course(s) from a V3 ATO
11... Managing Across the Lifecycle Module
• V3 ITIL Foundation Certificate in IT Service Management required to V2 to V3 bridging equivalent (2 credits) AND • Accumulation of no less than 15 credits from Lifecycle and/or Capability stream (no credit is given for duplicate modules) AND • Completion of required intermediate Modules from a V3 ATO
11... ITIL Master Level Qualification
The prerequisites for this level are in development and the syllabus and prerequisites will be confirmed, however one of the pre-requisites will be ITIL Expert Level Certification.
Figure 2 shows the credits assigned to each certification module within the V3 scheme: To ensure that candidates select a well balanced variety across the curriculum, certain prerequisites and mandatory credits are required within the scheme to achieve ITIL Expert certification.
11.3. Selecting Modules to Achieve ITIL Expert Certification
The V3 Qualifications Scheme offers a range of modules across the three levels of learning to meet a variety of individual or organizational learning objectives. Provided candidates meet prerequisites for any syllabus and examination, they can select from the various modules depending upon their learning needs. The V3 Qualifications Scheme requires that all candidates wishing to achieve the ITIL Expert Level certification, possess
11.2. Pre-requisites
Candidates with no prior ITIL certifications wishing to take ITIL V3 examinations must satisfy the following prerequisites:
11..1. Foundation level
No credit or certification prerequisite is required to register
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ITIL Service Management Practices Under the V3 Qualifications Scheme, the following credits are granted for V1 and V2 and V1/V2 to V3 bridging certifications: V1/V2 Certification Credit V2 – V3 Bridge Bridge Credit Certification Foundation Bridge 0.5
well balanced V3 subject matter knowledge. These certifications examine across the entire ITIL Service Management Practice Lifecycle and it is therefore important that any candidate wishing to become certified at these levels select modules that span across the Lifecycle. Some possible combinations for optimum balance across the ITIL Service Management Practice Lifecycle are shown in the table below:
V2 ITIL Foundation V2 ITIL Practitioner Clustered Subjects: Plan and Improve (IPPI) Agree and Define (IPAD) Support and Restore (IPSR) Release and Control (IPRC) Single Subjects: Service Desk and Incident Management Service Level Management Release Management Problem Management IT Service Continuity Management Financial Management Configuration Management Change Management Capacity Management Availability Management ITIL Service Manager V1 ITIL Service Manager V2 ITIL Service Manager
1.5
12. Bridging From Existing V1 or V2 Certifications
The Qualifications Board has approved the use of existing ITIL V1 and V2 certifications for prerequisite exemption and credit use within the V3 Qualifications Scheme. The bridging options exist to recognize the existing investment in ITIL certifications and eliminate the need to re-certify under the new scheme. The Bridging options recognize the elements of ITIL V2 which continue forward in V3 and the certifications achieved prior to the release of the V3 scheme.
3.5 3.5 3.5 3.5
2 2 2 2 2 2 2 2 2 2
12.1. Credit values for existing certifications
All certifications must have been acquired from the following Accredited Examination Institutes. For a full list see www.itilofficialsite.com/ExaminationInstitutes/ExamInstitutes.asp. The following information was correct at 1st August 2009: • • • • • • • • Examination Institute for Information Science (EXIN) Information Systems Examination Board (BCS-ISEB) Loyalist Certification Services (LCS) APMG-International DANSK IT DF Certifiering (DFC) TÜV SÜD Akademie GmbH CSME
Holders of 12 credits or more are eligible for the V3 Managers Bridge and Managing Across the Lifecycle leading to ITIL Expert Certification
5
17 17
V3 Manager Bridge Bridge leading to ITIL Expert Certification
5
Figure 3 – V3 Module Combinations
ITIL Service Management Practices
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12.2. V2 to V3 Bridging options
Figure 4 – V2 and V3 credit assignment
1..1. Foundation level
Candidates who wish to obtain a V3 Foundation level of knowledge and who are currently in possession of a valid V2 Foundation Certificate can select from two options: 1. Successfully pass the V3 ITIL Foundation Certificate in IT Service Management Examination OR 2. Successfully pass the V2 – V3 ITIL Foundation Bridge exam
1..1. Format of the V-V Foundation Bridge
Module Credit Value Personal Study
0.5 No recommendations for Personal Study
1..1.1 V – V ITIL Foundation Bridge
Candidates who have achieved the V2 Foundation certification can gain a V3 foundation level of knowledge by attending a V2 – V3 Foundation Bridge course offered by a V3 ATO AND successfully completing the V2 – V3 Foundation Bridge Examination.
Course Duration At least 9 hours and 30 minutes of instruction with an ATO or the accredited equivalent via an e-learning provider based on the latest version of the syllabus, as part of a formal, approved training course. Exam Type Exam Duration Multiple choice, 20 questions. Maximum 30 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 40 minutes and are allowed the use of a dictionary Foundation Certificate from earlier ITIL versions Yes No 65%
1..1. Target Group
The Foundation Bridge examination utilizes Bloom’s level 1 and 2 Taxonomy and tests candidates in their ability to understand the basic concepts, describe them and demonstrate basic comprehension of the ITIL practices. The Foundation Bridge course is targeted at existing holders of ITIL Foundation Certificates from earlier ITIL versions who want knowledge and understanding of the new content of ITIL version 3. Prerequisites Supervised Open Book Pass Score
Distinction Score None Marking Method Classic Multiple choice: Only one option can be correct and will be awarded a mark. The remaining 3 distracters are awarded no marks Delivery Examination can be online or Paper Based from an ATO or directly via an Examination Institute’s Public Exam Scheme (proof of attendance at an accredited training course will be required prior to taking the exam). Maximum ratio of 25 students to one trainer
1..1. Entry Criteria
Candidates shall fulfil the following requirements: • Attend a Foundation Bridge course through classroom based instruction with an ATO or the accredited equivalent via an e-learning provider based on this syllabus, as part of a formal, approved training course • Hold an ITIL Foundation Certificate in IT Service Management from earlier ITIL versions There is mandatory accredited course attendance for this examination.
Class size
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ITIL Service Management Practices
12.3. V2 Practitioner level
A number of V2 Practitioner courses are currently available. Under the Qualifications Scheme, the V2 Practitioner qualifications have been evaluated and assigned certain credits. The potential possible combinations of current V2 Practitioner certifications by any candidate are numerous and are not possible to describe in detail here, but a mapping exercise has been completed on the content areas between V2 and V3 Capability subject areas, the results of which should help candidates decide the most appropriate V3 Capability or Lifecycle modules to add to their individual or organization’s portfolio. It is likely that some candidates who hold one or more of the V2 Practitioner certifications will wish to use credits toward the ITIL Expert Certification. The following options are available for those candidates: 1. Candidates who possess a minimum of 12 credits from V2 Practitioner (clustered or single) and Foundation level certifications, will be eligible for the V3 Managers Bridge and must achieve the following in order to be awarded the ITIL Expert Certification: Complete the V3 Managers Bridge course through an ATO and successfully pass the V3 Managers Bridge exam AND Attend the V3 Managing Across the Lifecycle course through an ATO and successfully pass the exam. 2. Candidates who possess less than 12 credits from V2 Practitioner (clustered or single) and Foundation level certifications, must: a. Complete the V2-V3 Foundation Bridge course and examination through an ATO OR complete the V3 Foundation Certificate in IT Service Management AND Complete a balanced selection of accredited V3 Service Capability or Service Lifecycle modules from an accredited training provider and successfully pass the module exam(s) to attain 17 or more credits OR b. Obtain further credits by achieving additional V2 Practitioner certifications to attain 12 or more credits (under the V2 Scheme requirements, so long as the certifications remain publicly available) in order to become eligible for the V3 Managers Bridge Certificate (see Option 1) AND Attend the V3 Managing Across the Lifecycle course through an ATO and successfully pass the exam It is also possible for some existing V2 Practitioner candidates to proceed into the V3 Service Lifecycle or Capability stream to further enhance their learning, as long as the appropriate V3 bridging course and exam have been completed. NOTE: In order to ensure balanced subject matter knowledge, no credit will be given for repeated modules or modules which have a high level of content overlap. For more information on these modules, please see section 13.
12.4. V1 or V2 Service Manager
Candidates who have achieved the V1 or V2 Service Manager certification can gain the V3 ITIL Expert certification by attending a V3 Manager Bridge course offered by a V3 ATO AND successfully completing the Manager Bridge Examination. The Manager Bridge course covers the subject areas of all five Lifecycle stages which are new to V3, and those existing subject areas of V2 which have undergone significant change in V3. This qualification will bridge the gap between the ITIL V1 or V2 Service Manager Certificate in IT Service Management and the ITIL Expert certification in IT Service Management. This course is only intended for those holding a valid ITIL Managers Certificate in IT Service Management based on ITIL Versions 1 or 2 and those V2 Practitioners who have accrued sufficient credits.
1..1. Target Group
The target group of the ITIL V3 Managers Bridge Qualification is: • Individuals who already hold the Managers Certificate in IT Service Management at an earlier ITIL version, who wish to obtain the ITIL Expert in IT Service Management, thereby demonstrating their knowledge of ITIL V3 • Individuals who hold sufficient V2 Practitioner credits and would like to obtain the ITIL Expert qualification by successfully completing the V3 Managers Bridge and The Managing Across the Lifecycle accredited courses and examinations
1... Entry Criteria
This qualification is ONLY available to candidates who already hold the Managers Certificate in IT Service Management or sufficient V2 Practitioner credits. In order to benefit fully from the course, all candidates should read the ITIL Service Lifecycle Practices core guidance which includes: • • • • • • Service Strategy Service Design Service Transition Service Operation Continual Service Improvement Introduction to the Service Lifecycle (Optional but recommended)
There is mandatory accredited course attendance for this examination.
1... Format of the V Managers Bridge Module
Module Credit Value Personal Study
5 Candidates are expected to be familiar with the content of the five Service Lifecycle core publications.
Course Duration At least 28 hours of classroom based instruction with an ATO or the accredited equivalent via an e-learning provider based on the latest version of the syllabus, as part
ITIL Service Management Practices
1
of a formal, approved training course. Exam Type Exam Duration Twenty (20) question Scenario-based, complex multiple-choice examination. 90 minutes. Candidates sitting the examination in a language other than their native language have a maximum of 120 minutes and are allowed the use of a dictionary V1 or V2 Managers Certificate in IT Service Management or sufficient V2 credits via the V2 Practitioner Bridge route Yes No 80% (16 of 20) Only one option can be correct and will be awarded a mark. The remaining distracters are awarded no marks Examination can be online or Paper Based from an ATO or directly via an Examination Institute’s Public Exam Scheme (proof of attendance at an Accredited training course will be required prior to taking the exam). Maximum ratio of 12 students to one trainer
Candidates are allowed to use the credits gained in any two or more of the qualifications in this range toward the ITIL Expert achievement and to acquire the qualifications toward a balanced ITIL knowledge qualification portfolio.
Content Overlap between 20 and 39%: Content overlap in this range is moderate and in most cases results from the same process (es) being covered. This overlap is most consistently seen between the Service Lifecycle and Service Capability qualifications, where the same processes and functions appear in both, but to varying degrees of depth. Because the degree of overlap is moderate, taking two qualifications in this range will not constitute a significant overlap; however any candidate wishing to ensure a proper balance of knowledge should avoid combining two qualifications in this range, as greater benefit will be gained through balanced certification selection and investment. This also strengthens a candidate’s knowledge base to succeed at the MALC qualification, the final stage in achieving Expert certification.
Prerequisites
Supervised Open Book Pass Score Marking Method Delivery
Distinction Score None
The policy for qualifications that overlap within this range is that in order to obtain a broad and balanced understanding of ITIL, the following certifications should be avoided. However, candidates who do study for and pass these certificates can count both sets of units towards their Expert Certification.
Examples of the V3 Certifications which fall into this range and which candidates should avoid taking together are highlighted on the table below. Fig 5 – V3 combined with other V3 qualifications
Class size
13. Credit Administration Policy
Since one of the basic premises of the V3 Scheme is to provide ITIL Expert achievement to candidates who demonstrate a superior and well balanced knowledge of ITIL, through achievement of qualifications, an additional policy is needed to mandate how qualifications with overlapped content will be assigned credit recognition and how this will factor into the ITIL Expert certification, while still ensuring that an appropriate balance of knowledge is achieved across the V3 qualification spectrum. A Credit Administration policy has therefore been created to identify those modules which have a high degree of overlap, and as a result would not constitute balanced ITIL knowledge and qualification acquisition to be used to apply for ITIL Expert Certification. The policy itself highlights three degrees of overlap, and rules for use of credits as follows: Content Overlap between 1 – 19%: Introductory content based on the ITSM-based curriculum that would be similar across many of the qualifications or duality of process roles and organizational challenges generally accounts for areas of overlap. In either instance, this overlap is not considered sufficient to warrant concern, nor detraction from the overall learning experience for the candidate.
Content Overlap Between 40 – 79%: This range of content overlap is considered significant and constitutes duplicated learning unit outcome. An overlap of this degree is enough to compromise a balanced knowledge base when two or more overlapping qualifications are combined. Candidates, who are using their accumulation of credits to gain Expert status, are at risk of not having a proper balance of ITIL knowledge if they combine overlapping qualifications in this range. This places these candidates at increased risk of not having the knowledge to succeed at MALC, which presupposes a full base knowledge of ITIL V3.
The policy for any two qualifications that overlap within this range is that the degree of overlap is negligible and does not negate or exempt the credit acquisition of either or any of the syllabuses which fall into this range.
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ITIL Service Management Practices
Seven current V2 and V3 qualifications fall into this range: Qualification SOA PPO RCV RCV Overlaps with IPAD IPPI IPRC CCR Percentage of Overlap 44 49 40 44
14.1. Generic examination rules
The following rules are applicable to all examination levels and should be read by any candidate wishing to take one or more of the qualifications.
1.1.1. Examination provision
All accredited Examination Institutes are authorized to provide official ITIL qualifications. A current list of accredited Examination Institutes can be found at www.itil-officialsite.com/ ExaminationInstitutes/ExamInstitutes.asp Examinations can be delivered either via ATOs or where applicable, directly to candidates at public examination sessions. Where examinations are taken through an ATO, they will order the examinations from their EI and organize the administration of the examinations to their candidates for a fee, usually following a training course. Where examinations are taken at a public sitting, candidates can book through an EI, authorized examination centre or ATO and attend the examinations at their chosen time and venue from those published by the EI, authorized examination centre or ATO. Some of the ITIL examinations are available in both paper and electronic format. Where a candidate has a preference as to the delivery format of the qualification they wish to sit, they should register this at the time they book the examination to ensure their expectations are met. Each EI must maintain full details of all examinations and candidates must be which will be subject to audit by the Official Accreditor. Successful examination candidates may have their achievement published on the Accreditor’s Successful Candidate Register www.itil-officialsite.com/ITILEISCRSquery.asp. To publish this information the candidate must provide their permission at the time of examination in accordance with the EIs procedure and relevant data protections laws.
The policy in this instance is that any candidate whose objective is to apply for ITIL Expert accreditation through credit accumulation is not permitted to use credits from two overlapping qualifications. While candidates are free to take any qualification, credits from only one of any two overlapping qualifications can be submitted for ITIL Expert.
13.1 Credit Exemptions
Taking into account the elapsed time between launch of the scheme and introduction of this policy, during which a candidate may have already acquired qualifications from the overlapping V2 and V3 modules, a period of exemption to this policy is offered. This allows the policy to be applied fairly and does not penalize candidates who have already invested in overlapped qualifications in good faith. This exemption is applicable to candidates who already posses any of the V2 qualifications above (IPAD, IPPI, IPRC or CCR) AND one or more of the overlapping V3 qualifications. Therefore, any candidate’s who are applying for ITIL Expert Certification and can prove they acquired the overlapping qualifications prior to August 1, 2009 are eligible for the exemption.
14. What qualifications are available?
There are currently thirteen examinations within the official ITIL V3 scheme available to candidates, which are: • • • • The ITIL Foundation Certificate in IT Service Management The ITIL V2-V3 Foundation Bridge Certificate The ITIL V3 Managers Bridge Certificate The following ITIL Intermediate Service Lifecycle qualifications: • ITIL Intermediate Service Strategy • ITIL Intermediate Service Design • ITIL Intermediate Service Transition • ITIL Intermediate Service Operation • ITIL Intermediate Continual Service Improvement
14.2.Competition
ATOs have a choice of EI, therefore EIs will publish their own rules regarding the following areas of scheme operation: • Rules for the accreditation of ATOs, trainers and course materials • Fees for accreditation scheme and examinations • Invigilation/Proctoring of examinations • Issue and timing of results • Issue and timing of certificates • Appeals process • Complaints process • Data Protection Policy • Discrimination Policy It should be noted however, that while EIs are permitted to compete with each other on the areas of scheme delivery outlined above, they must satisfy over-arching scheme principles in order for them to be accredited. EIs are not permitted to act in such a manner as to bring the official ITIL scheme into disrepute.
• The following ITIL Intermediate Service Capability qualifications: • ITIL Intermediate Planning, Protection and Optimization (PP&O) • ITIL Intermediate Service Offerings and Agreements (SO&A) • ITIL Intermediate Release, Control and Validation (RC&V) • ITIL Intermediate Operational Support and Analysis (OS&A) • The ITIL Intermediate Managing Across the Lifecycle (MALC) qualification When attending a training course, candidates should check that their chosen training provider has been accredited by one of the ITIL Examination Institutes to ensure quality delivery and official examinations.
14.3. Appeals and complaints
All EIs have their own individual processes for appeals against accreditation or certification decisions as well as complaints
ITIL Service Management Practices against them or an ATO they accredit. Candidates should use this procedure in the first instance. Should a candidate be dissatisfied by the processing or result of an appeal or complaint they make through their EI, they have the right to escalate this to OGC’s Official Accreditor, The APM Group Ltd. Candidates who wish to escalate a concern to the Official Accreditor should contact APM Group for further details. If necessary, APM Group may take the appeal or complaint to the ITIL Qualifications Board for consideration and resolution. In this instance APM Group will submit the issue or complaint at the next meeting of the ITIL Qualifications Board and ensure feedback is provided in a timely fashion after the meeting.
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ITIL experts to translate the qualifications into key languages for the use of training organizations and EIs. APM Group will contract directly with those individuals to ensure that qualifications are available and are maintained and updated in line with the master question library. Up to date details of all currently available languages can be viewed at www.itil-officialsite.com/InternationalActivities/ ExaminationLanguages.asp
16. What happens to candidates holding current ITIL qualifications?
Those candidates who have already gained an ITIL qualification and hold certificates at V2 Foundation, Practitioner and/ or Service Manager level will still have their qualifications recognized.
15. Examination translation
APM Group will liaise with itSMF International to find suitable
17. Glossary of Terms
ACP AEC Accredited Course Provider Authorized Examination Centre Alternative name for Accredited Training Organization (ATO) An organization which is accredited by an EI to hold examination sittings, having met the specific AEC requirements as defined in the EIs Accreditation Guide, and making use of the EIs accredited Supervisors. Partner to OGC and contracted as OGC’s Official Accreditor for the ITIL qualification and accreditation scheme trading as APM Group. Also operate as an EI trading under APMG. Recognised EI. Organization approved by an Examination Institute (EI) to run training courses leading to ITIL qualifications Recognized EI. Recognized EI. Recognized EI. Delivery Agents are any entity appointed by the Sub-Licensee (subject to the Sub-Licensor’s prior written approval) to perform Delivery Agent Services. Recognized EI. Organization approved by APM Group to administer the assessment of course accreditation for ATOs and delivery of ITIL examinations to the market place. Recognized EI. The independent internationally recognized forum for IT Service Management professionals. Recognized EI. A UK government department (formally CCTA) who developed and own the ITIL publications and official scheme. The UK government department responsible for managing Crown Copyright Details of the organization, including all processes, procedures and policies. OGC’s official publishing partner responsible for the publication and distribution of the ITIL core library Recognized EI.
APM Group
The APM Group Limited
APMG-International ATO BCS-ISEB CSME DANSK IT Delivery Agent
APMG-International Accredited Training Organization Information Systems Examination Board CSME DANSK IT EI Agents
DFC EI
DF Certifiering AB Examination Institute
EXIN itSMFI LCS OGC OPSI QMS TSO TÜV SÜD
Examination Institute for Information Science IT Service Management Forum International Loyalist Certification Services Office of Government Commerce Office of Public Sector Information Quality Management Systems The Stationery Office TÜV SÜD Akademie GmbH
0
ITIL Service Management Practices CSME Tel: +001-800-516-8416 Email: info@csme.us DANSK IT Tel: +45 33 11 15 60 Email: certificering@dansk-it.dk DF Certifiering (DFC) Tel: +46 70 644 90 80 Email: Certifiering@dfs.se Examination Institute for Information Science (EXIN) Tel: +31 (0)30 234 48 25 Email: service@exin-exams.com Loyalist Certification Services (LCS) Tel: +001 613-969-1707 Email: exams@loyalistexams.com TÜV SÜD Akademie GmbH Tel: +49 89-5791-1909 Email: akd.it@tuev-sued.de A full and current list of Examination Institutes can be found at www.itil-officialsite.com/ExaminationInstitutes/ ExamInstitutes.asp
18. Contact Details
Office of Government Commerce (OGC) Tel: +44 845 000 4999 Email: servicedesk@ogc.gsi.gov.uk OGC’s Official Publisher – The Stationery Office (TSO) Tel: +44 (0)870 243 0123 Textphone +44 (0)870 240 3701 Fax +44 (0)870 243 0129 Email: ogc@tso.co.uk OGC’s Official Accreditor – The APM Group Limited Tel: +44 (0) 1494 452 450 Email: servicedesk@apmgroup.co.uk itSMF International Tel: +44 (0) 118 918 6500 Email: info@itsmfi.org
Examination Institutes as of 01 August 2009
APMG-International Tel: +44 (0) 1494 452 450 Email: servicedesk@apmgroup.co.uk BCS-ISEB Tel: +44 (0)1793 417655. Email: isebenq@hq.bcs.org.uk
Office of Government Commerce Rosebery Court St Andrew’s Business Park Norwich, Norfolk OGC Service Desk: 0845 000 4999 Email: ServiceDesk@ogc.gsi.gov.uk Website: www.ogc.gov.uk
The APM Group Limited Sword House Totteridge Road High Wycombe Buckinghamshire HP13 6DG Telephone: +44 (0)1494 452450 Fax: +44 (0)1494 459559 Email: servicedesk@apmgroup.co.uk Website: www.apmgroupltd.com
St. Crispin’s Duke Street Norwich NR3 1PD United Kingdom Telephone: +44 1603 696707 Email: tsoservices@tso.co.uk Website: www.tso.co.uk 