To understand the concept of “Release Models” one must first understand the clear distinction between the Change Management process and the process of Release and Deployment Management.   At a high level you could say that the Change Management process activities assess, authorizes and control the change and that Release and Deployment Process will actually execute or implement the change. This helps to understand the difference between change and release but also to understand that there will be different skillsets and activities involved for each area.    Although Change and Release management processes in and of themselves do have clearly defined objectives, roles and responsibilities these processes do not stand alone and must consistently work together for seamless integration with all of the Service Transition processes including Service Asset and Configuration Management and Validate and Testing processes.   This is especially true when you set out to define “Release Models”

There is often confusion between the goals, authorities and roles of Change and Release Management.  In fact, the objectives of each of process are very, very different. Change rules! Change Management is an authoritative process that governs anything that potentially impacts a new or existing service.  It is both the enabler of innovation and protector of stability.   It is first and foremost a risk management process.   It is also a planning process.   If Change Management is a governance process, Release Management is an action process.  Under the authority of Change, Release builds, tests and releases new or updated services into the production environment.  Every release is comprised of a single change or package of changes.  Release Management is more technical than Change. If done well, both processes will avoid unnecessary levels of bureaucracy and will build a collection of change and release models that pre-define and pre-approve the rigor required based on levels

A reader recently asked me to comment on the difference between Change and Release Management. The first question “Is it a request or proposal?” is a good one.  When we use the term proposal, normally we are speaking about major changes that will involve significant risk, cost, or organizational impact.  Proposals are normally initiated by the portfolio management process.  They can also be submitted by a program or project management office.  Again remember that each organization is unique and how they do this and at what level it takes place can be different from organization to organization. This is defined at a high level, but the details necessary will depend on the organizational requirements.  For the most part, before the new or significantly changed service is chartered it is critical that the proposed change be reviewed for its potential impact on other services, shared resources, and the change schedule. These proposals are submitted to change management before being ch

Trends such as virtualization, cloud computing, and agile development have all prompted the need for leaner, more efficient, and more highly automated ITSM processes. Probably one of the things that is most misunderstood about ITIL is that it is a highly scalable framework. Organizations need to understand that if their processes are bureaucratic, it’s most likely because they have made them that way. So in the spirit of continual improvement, what’s an organization to do… throw out ITIL and start over? That’s what the DevOps folks would have you think. If you haven’t heard of DevOps, according to Wikipedia the term refers to the emerging understanding of the interdependence of development and operations in meeting a business' goal to produce timely software products and services. DevOps has been referred to as (1) a movement, (2) an approach, and one blogger went so far so refer to it as (3) a “framework of ideas and principles designed to foster cooperation, learning and coo

In today's dynamic business climate, service outages cause real bottom line impact to the business. There are documented best practice processes and known critical success factors and yet outages that throw support organizations into reactive firefighting turmoil are far too common. Mature processes with just enough control are needed to smoothly transition new and changed services into production, helping to ensure stability for IT and the business.  Most organizations will confirm that they do have Change and Release Management processes in place.  Service Providers will usually have some level of Service Asset and Configuration Management control.  There is generally a lot of buzz and focus on three core processes for Service Transition and the success and integration of these three are critical to business success.  Three Core Processes for Service Transition are: Change Management Service Asset and Configuration Management Release Management Most IT organizations

I was recently asked the following: “I want to take the “Release, Control and Validation” (RCV) class.  As a Release Manager, I know it will help but I need to justify this for my manager.  What is the value of taking this class?” Every organization can be effective with release and deployments.  What is needed today is for us not only to get the job done but to do it efficiently.  Efficiency infers that we deliver value, but that we design and deliver services, BETTER, MORE, FASTER THAN EVER BEFORE and at the same time we are being COST effective. The role of Release Manager, although it is central to the release and deployment process, is much broader in scope than many organizations or managers realize.  This role in Best Practice is separate from Change Manager and from the actual Validation and Testing Manager or even the Change Evaluation role.   Frequently these roles will be assigned to one or more persons.  It does not mean that you have to open several new req's

Rusty asked: I was looking for terms used for categorizing the impact of a change, I remember in Version 2 of ITIL that changes where categorized as Major, Significant, Minor and Standard is that no longer done? Or is the Imapct also defines as the priority High, Medium, and Low Rusty, I’m going to give you my answer in three parts. This information can also be found in Section 4.2 of your Service Transition Book.   In ITIL V3 changes are now categorized into three distinct types:   • Standard Change: Change to a service or infrastructure for which the approach has been pre-authorized by Change management that has an accepted and established procedure to provide a specific change requirement. It has a defined trigger, documented tasks and budgetary approval. The risk is low and well understood. • Normal Change: Change to a service or infrastructure for which the risk must be assessed and must go through the Change Advisory Board (CAB). These are Changes that happen either on

ITIL 4 is an evolution of ITIL V3. Before we start talking about specific processes or practices, it is important to stress that the focus has shifted. ITIL 4 gives us a fresh perspective to service management and emphasizes the customer user experience, the approach to the overall service value system, the service value chain and value streams , and much more.  Download the What is ITIL 4 document from the ITSM Academy Resource Center and be sure to read past the first few pages for more information on the new perspective that drives modern service management. The emphasis is on value from the customer user experience and integrated holistic approach. That does not mean that the processes are going away. Today we refer to a process as a "practice". Practices are broader in scope than processes and include all 4 dimensions/resources including the process. Two processes or “practices” that have been decoupled in ITIL 4 are the Deployment Management practice an

We continue our "Best of" blog services by moving into Service Transition Who is the Change Initiator? Originally Published on July 21, 2010 The “change initiator” is the individual or group that is requesting the change. Change initiators could be users, suppliers or IT staff – depending on the nature of the proposed change. It is the change initiator’s responsibility to justify the reasons for making the change.  However, since the change initiator may not understand all of the risks associated with a seemingly innocuous change, some type of impact assessment should occur.  The assessment could be very simple and quick - or extensive- based on the scope of the change and business processes that are potentially affected. The change authority (CAB, Steering Committee, local CABs, etc.) assesses the impact of the propose change and determines if the change is necessary or beneficial.  Impact could be negative or positive and should consider cost/benefit, resources r

Prioritizing Changes Originally Published in 2011 The Professor recently received the following question: Having put together a spreadsheet of information that I need to assess the impact of a change,  what I need to do next is figure out how to assess the impact of a change as being high, medium, or low? Any guidance you can give me on how to do this would be greatly appreciated.” The  Service Transition book provides great guidance on assessing the impact of changes (ST 4.2.6.4). This section provides 7 questions that must be answered to fully understand the impact. Many of these questions are answered using information in your spreadsheet. Others you may want to consider adding.  Who RAISED the change? What is the REASON for the change? What is the RETURN required from the change? What are the RISKS involved in the change? What RESOURCES are required to deliver the change? Who is RESPONSIBLE for the build, test and implementation of the change?

“Those Change Management people make my life so difficult sometimes!” I heard this from one of my students the other day. In this person’s organization they have made a common error. They have confused the process of Change Management with the Service Desk, Technical, Operations and Application Management functions. In other words the people who use the Change Management (and other processes) have become the same as the process itself. This is an often misconstrued and misinterpreted idea. We must remember that ITIL makes a distinction between Functions (groups of people who use processes to complete similar types of work) and Processes (sets of activities used to complete various types of work). I like to remind my learners that Functions use Processes (or people do activities). Functions are not Processes and Processes are not Functions. There may be groups of people or work teams who use a process as their main tool. As an example, the Release Implementation Team could use Re

When an organization is planning on a major change that will incur significant cost, risk, time and engagement of resources along with organizational impact, it is best practice to initiate this activity through the Service Portfolio process.  Before this new or significantly changed service is chartered, it is important that it be reviewed for how it may impact the short, medium and long term support of other services currently being delivered, the pool of limited resources that will be utilized for this undertaking and on the change schedule itself. The Change Proposal is used to communicate a high level description of the change and is normally submitted to Change Management for authorization.  Authorization, however, is not an approval for implementation, but is a measure to allow the service to be chartered so design activity on the service can begin. In some cases the proposal may be created by someone other than Portfolio Management, such as the PMO or SMO. This high le

Although Agile, DevOps and automation for Continuous Delivery (CD) techniques are on the rise, service providers are still at risk for not having the necessary velocity to meet demand.  In the same way that we recognize that we can NOT silo our IT teams, we must also recognize that as providers of services we must not silo our processes. ITSM processes, including Event Monitoring, Problem Management, Release and Deployment Management, Test and more, are not going away. The integration of ITSM process must be considered throughout the entire value stream and CD pipeline.  None more so than “Change Management”.  Certainly the need for Change Management is increasing not decreasing. What must go away are over engineered, bureaucratic and outdated process activities.  We must begin to radically rethink the way we incorporate change into the CD pipeline.  Our mission overall is to deliver a “Quality” product or service. Ok then, what is “Quality”?  Quality not only infers that the

I was recently asked about the ROI and VOI of Release and Deployment Management.   Let me start by acknowledging that there is a lot of confusion about the difference between Release and Deployment Management and Change Management.     Change Management is a risk management, governance process.     Release Management is more actionable – it is about bringing one or more changes to life through defined pre and post production activities.    You could almost call it the DevOps process. The growing requirement   for rapid (some would say continuous) deployment does not undermine the need for quality releases.     In fact, a structured approach to rapid deployment is more critical than ever since there is less time to flush out errors.   You can make the process more agile by building release models for different types of releases.   The models can match the rigor associated with building, testing, implementation testing and deployment with the complexity, risk, business n

Anyone who has worked in Information Technology knows that today, there is and always will be improvement opportunities available to our organizations.  This is especially in light of the pace of change that is taking place in all market spaces and the level of customer expectations that accompanies that change. If you have worked in IT for a number of years, you may remember when change was not welcomed. Well the good old days weren’t always that good and tomorrow ain’t as bad as it seems (Billy Joel).  The challenge is in getting started. If……. ·        the processes that are currently being engaged are not as efficient and effective as you would like ·        you are finding that your environment isn’t as stable and reliable as it should be ·        that when you make changes to your environment it generally results in an outage and prolonged and repeatable firefighting then ……. I recommend that you read The Visible Ops Handbook by Gene Kim, Kevin Behr and Geor

As a follow-up to post regarding the blur between development and service management, a reader commented that DevOps seems to represent a long standing tradition of incremental delivery.   In that case, the reader asks “How is   incremental delivery tracked and managed in an ITIL framework? Would these initial requests for capability tracked as Requests and ultimately as a Request for Change?” As you can imagine, the answer is “it depends”.     An organization can choose to have multiple RFCs submitted or have a single RFC that decomposes into multiple releases but is managed as a single project.   Regardless, the incremental delivery addressed in DevOps is much faster than it was in the past – therefore requiring a tighter integration between development and operations teams – they must communicate well, use shared vocabulary and more importantly, shared metrics and dashboards. Teams that are tightly integrated will have higher rates of rapid change success – so much s

Part of the role of the Certified Agile Service Manager (CASM) is to ensure that ITSM processes engage and reflect agile values and that they are appropriately designed with “just enough” control and structure in order to effectively and efficiently deliver services that facilitate customer outcomes when and how they are needed. The goals and objectives of Agile Service Management include: Ensuring that agile values and principles are embedded into every service management process from design through implementation and continual improvement. Improving IT’s ability to meet customer requirements faster.  This includes process and process integration, capabilities, knowledge transfer and the use of appropriate technologies for automation. Being effective and efficient (lean).  It also means ensuring that we don’t bias too far in one direction.  I can be very effective but not efficient. On the other hand I can become too efficient but impact my effectiveness.  Either of these s

Continuous Delivery is a software development practice where software is always in a releasable state.   Teams produce software in short cycles, ensuring that the software can be reliably released at any time.  By relying on automated testing and deployment, as well as ensuring collaboration and communication between development and operational teams (DevOps), the goal of building, testing, and releasing software faster and more frequently can be achieved. This approach can help to reduce the cost, time and risk of delivering changes by allowing for more incremental updates to applications and configuration items (CIs) into production.  A straightforward and repeatable deployment process is important for continuous delivery and will be critical for operational processes such as Change Management and Release and Deployment Management to be agile and robust in the DevOps environments where continuous delivery will be part of best practices.   Continuous Delivery is sometimes co

RCV stands for Release, Control and Validate.  These are critical activities that are required for every deployment.  Proper Release, Control and Validation (RCV) is achieved as a result of integrated process activities.  In today's dynamic business climate, service outages cause real bottom line impact to the business. Mature processes are critical in enabling IT organizations to smoothly transition new and changed services into production, helping to ensure stability for IT and the business. The ITIL Capability course, Release, Control and Validation (RCV), provides the best practice process knowledge required to build, test and deploy successful IT services.  RCV is also the name of an ITIL intermediate training and certification. This course provides in-depth knowledge of the ITSM RCV processes that include: Change Management Release and Deployment Management Service Validation and Testing Service Asset and Configuration Management Request Fulfillment Change Evalu

I once heard an IT manager say… “We do not need Service Asset and Configuration Management”!  We have Asset Management and we can add a few more fields of information for IT in that database.”  Is this true?  Would this give the service provider the same value as a Service Asset and Configuration Management Process and System?  Asset Management Most organizations have a process that tracks and reports the value and ownership of fixed assets throughout their lifecycle. This process is usually called Fixed Asset Management or Financial Asset Management.  Activities in traditional Asset Management include such things as documenting the cost of the asset and projected life of the asset.  Other bits of data captured might be the cost of maintaining the asset.  For the most part this is financial information.  Being able to determine the depreciation of an asset is year over year, Total Cost of Ownership (TCO) and Return on Investment (ROI) are key.  Fixed Asset Management maintains