ISO/IEC 20000: 2018 IT Service Management Toolkits

ISO/IEC 20000: 2018 IT Service Management Toolkits
ISO/IEC 20000: 2018 IT Service Management Toolkits

The full list of documents, organised in line with the ISO/IEC 20000:2018 standard are listed below - all of these fit-for-purpose documents are included in the toolkit.  Each document has been developed and enhanced over time as part of a series of planned updates. The templates come in Microsoft Office format, ready to be tailored to your organization's specific needs.

Since its launch in 2020, the toolkit has been continuously improved, and with Version 10 it now stands at over 169 template documents and over 1300 pages.

As well as standard format and contents, the templates include example text that is clearly highlighted to illustrate the type of information that needs to be given regarding your organization. Full example documents are also included to help you with your implementation.

Used by large and small organizations all over the world, this toolkit can save you time and money when implementing an IT Service Management System.

Why Choose These Templates
The ISO/IEC 20000 toolkit package includes:

- 169+ template documents - including policies, processes, procedures, presentations and other useful resources
- Gap assessment checklist - to help you identify your steps to compliance
- Available as an instant download after purchase
- Downloadable files to use for as long as required within the licensed company.

 

The full list of documents, organised in line with the ISO/IEC 20000:2018 standard are listed below - all of these fit-for-purpose documents are included in the toolkit.  Each document has been developed and enhanced over time as part of a series of planned updates. The templates come in Microsoft Office format, ready to be tailored to your organization's specific needs.

You can get the entire set of over 169 tools, all in EXCEL and WORD file formats. Use them "as is" or modify as needed to meet your own unique requirements.

Package Combo Price: $ 296.00



Below is a list of documents you will find in the package. Click on index file button to see which contents are included.

PART 1. Implementation Resources
📌Objective: To provide core resources, guidance and templates for planning and managing ISO/IEC 20000 implementation.
 
Toolkit Completion Instructions.docx
Guide to Implementing the ISO20000 Standard.docx
ISO20000 Toolkit Index.docx
ISO20000 Implementation Process Diagram.docx
Service Management System Project Initiation Document.docx
ISO20000 Benefits Presentation.docx
ISO20000 Implementation Project Plan.docx
ISO20000 Introduction Presentation.docx
ISO20000 Gap Assessment Tool.docx
ISO20000 Assessment Evidence.docx
ISO20000 Progress Report.docx
ISO20000 FAQ's.docx
Certification Readiness Checklist.docx
Building a Business Case.docx
Example Communication Plan Content List.docx
ISO20000 Sample Outsourcing Agreement.docx
ISO20000 Easy Explanation Fact Sheet.pdf
ISO/IEC 20000 Intro Presentation.ppt
ISO/IEC 20000 Presentation Chapter 3-5.ppt
ISO/IEC 20000 Presentation Chapter 6-10.ppt
Management Commitment & Co-ordination Presentation.ppt

PART 2. Context of the Organization
📌Objective: To define the SMS context, interested parties, requirements and scope as the foundation for ISO/IEC 20000.
 
SMS Context, Requirements and Scope.docx

PART 3. Leadership
📌Objective: To establish leadership commitment, policies, roles and communication for the service management system.
 
Service Management Policy.docx
Service Management Roles, Responsibilities and Authorities.docx
Top Management Communication Programme.docx
Service Requirements.docx
Executive Support Letter.docx
ISO20000 Service Management System Presentation.docx

PART 4. Planning
📌Objective: To plan service management objectives, risks, opportunities and actions required to achieve ISO/IEC 20000 requirements.
 
Service Management Plan.docx
Risk Assessment and Treatment Process.docx
Risk Assessment Report.docx
Risk Treatment Plan.docx
Opportunity Assessment Tool.docx
Risk Assessment and Treatment Tool.docx
Example Risk Assessment and Treatment Tool.docx

PART 5. Support of the SMS
📌Objective: To ensure resources, competence, documented information and communication needed to support and maintain the SMS.
 
SMS Documentation Log.docx
Procedure for the Control of Documented Information.docx
Skills and Training Needs Assessment.docx
Knowledge Management Process.docx
SMS Documentation Overview.docx
Meeting Minutes Template.docx
Skills Development Survey.docx
Skills Development Survey Response Analysis.docx
Example Staff Skills and Training Needs Assessment.docx
SMS Infographic.docx

PART 6. Operation of the SMS
📌Objective: To operate and control end-to-end service lifecycle processes in accordance with ISO/IEC 20000.
 
6.1 Operational Planning & Control
SMS Process Overview.docx

6.2 Service Portfolio
Process for Control of Parties Involved in the Service Lifecycle.docx
Service Catalogue.docx
Configuration Management Policy.docx
Configuration Management Process.docx
Asset Management Policy.docx
Definitive Media Library Catalogue.docx
Configuration Management Presentation.docx
Service Catalogue Management Process.docx
Example Service Catalogue.docx

6.3 Relationship & Agreement
Business Relationship Management Policy.docx
Business Relationship Management Plan.docx
Service Complaint Procedure.docx
User Satisfaction Survey Report.docx
Business Relationship Management Presentation.docx
Service Level Management Policy.docx
Service Level Management Process.docx
Service Level Agreement.docx
Operational Level Agreement.docx
IT Service Card.docx
Service Level Management Presentation.docx
Supplier Management Policy.docx
Supplier Management Process.docx
Supplier and Contracts Database.docx
Supplier Management Presentation.docx
User Satisfaction Survey.docx

6.4 Supply & Demand
Budgeting and Accounting for Services Policy.docx
Budgeting and Accounting for Services Process.docx
Service Costing Model.docx
Budgeting and Accounting for Services Presentation.docx
Capacity Management Policy.docx
Capacity Management Process.docx
Capacity Plan.docx
Demand and Capacity Management Presentation.docx
Demand Management Policy.docx
Demand Management Process.docx

6.5 Service Design, Build & Transition
Change Management Policy.docx
Change Management Process.docx
Change Management Presentation.docx
Service Design and Transition Process.docx
Business Case.docx
Project Initiation Document.docx
Service Requirements Specification.docx
Service Design Specification.docx
Project Post Implementation Review.docx
Service Design and Transition Presentation.docx
Release and Deployment Management Policy.docx
Release and Deployment Management Process.docx
Release and Deployment Plan.docx
Release and Deployment Management Presentation.docx
Change Request Form.docx
Service Acceptance Checklist.docx
Project RAID Log.docx
Project Progress Report.docx
Example Service Requirements.docx

6.6 Resolution & Fulfilment
Incident Management Policy.docx
Incident Management Process.docx
Major Incident Management Process.docx
Service Request Management Policy.docx
Service Request Management Process.docx
Incident and Service Request Management Presentation.docx
Problem Management Policy.docx
Problem Management Process.docx
Problem Management Presentation.docx
Incident Model.docx
Request Model.docx
Major Incident Report.docx
Problem Dashboard.docx
Major Problem Report.docx

6.7 Service Assurance
Service Continuity Management Policy.docx
Business Impact Analysis Process.docx
Service Continuity Plan.docx
Service Continuity Test Plan.docx
Service Continuity Test Report.docx
Availability Management Policy.docx
Backup Policy.docx
Incident Response Procedure.docx
Service Continuity and Availability Management Presentation.docx
Information Security Policy.docx
Information Security Summary Card.docx
Information Security Management Presentation.docx
External Organization Information Security Agreement.docx
User Access Management Process.docx
Data Centre Access Procedure.docx
Service Continuity Test Schedule.docx
Business Impact Analysis Tool.docx
Post Incident Report.docx
Personal Commitment Statement.docx
Incident Response Contact Log.docx
Incident Response Action Log.docx
Plan Activation Log.docx
Message Log.docx
Internal Contact List.docx
External Contact List.docx
Incident Impact Information Log.docx
Example Business Impact Analysis Tool.docx

6.8 Process Sheets
Process Sheet - Incident Management.docx
Process Sheet - Problem Management.docx
Process Sheet - Capacity Management.docx
Process Sheet - Release Management.docx
Process Sheet - Information Security Management.docx
Process Sheet - Service Level Management.docx
Process Sheet - Supplier Management.docx
Process Sheet - Service Continuity & Availability Management.docx
Process Sheet - Budgeting & Accounting.docx
Process Sheet - Business Relationship Management.docx
Process Sheet - Service Reporting.docx

PART 7. Performance Evaluation
📌Objective: To monitor, measure, audit and review the performance and effectiveness of the service management system.
 
Process for Monitoring Measurement Analysis and Evaluation.docx
Procedure for Service Management Audits.docx
Service Management System Audit Plan.docx
Internal Audit Report.docx
Service Management System Review Spreadsheet.docx
Service Reporting Policy.docx
Service Report.docx
Internal Audit Schedule.docx
Internal Audit Action Plan.docx
Management Review Meeting Agenda.docx
Internal Audit Checklist.docx
Example Service Level Statistics.docx

PART 8. Improvement
📌Objective: To manage nonconformities, corrective actions and continual improvement activities within the SMS.
 
Procedure for Continual Service Improvement.docx
Service Improvement Plan.docx
Procedure for the Management of Nonconformity.docx
Nonconformity and Corrective Action Log.docx
Example Nonconformity and Corrective Action Log.docx
Example Service Improvement Plan.docx

 


Price
: $296.00
 

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Date File Updated 25/03/2025
File Format pdf, xls, doc
No. of files 169 Files, 16 Folders
File download size 18.7 MB (.rar)
Language English
Purchase code ISO20000-Toolkits
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Deliver world-class IT services - The complete ISO/IEC 20000-1:2018 toolkit!
Comprehensive toolkit to build and optimize an IT Service Management System (ITSMS) aligned with ISO/IEC 20000-1:2018.
FAQs

1. Who are these toolkits designed for?

The toolkits available on IT-Toolkits.org are specifically designed for professionals, managers, and leaders in the fields of information technology and digital transformation, including but not limited to:

  • CIO (Chief Information Officer)

  • CTO (Chief Technology Officer)

  • CISO (Chief Information Security Officer)

  • CAIO (Chief AI Officer)

  • CDO (Chief Digital Officer)

  • IT Managers, Governance Officers, and Compliance Specialists

  • IT auditors, risk management professionals, cybersecurity teams

  • Digital transformation consultants and ISO/COBIT/ITIL implementation specialists

  • Corporate trainers and lecturers delivering internal workshops or professional training programs

These toolkits are suitable for:

  • Large enterprises operating complex IT systems or aligning with international frameworks

  • Small and medium-sized enterprises (SMEs) building standardized IT governance and digital systems

  • Training institutions, research organizations, and independent consultants in need of ready-to-use, structured implementation tools

2. What does each toolkit include?

Each toolkit on IT-Toolkits.org is built with a comprehensive, practical, and structured framework tailored to real-world enterprise usage. Depending on the theme (CIO, CTO, CISO, CAIO, Digital Transformation, ISO 27001, etc.), a typical toolkit includes:

🔹 1. Management Templates (Word files)

  • Dozens to hundreds of editable templates: policies, procedures, plans, checklists, reports

  • Organized by topic for easy navigation

  • Fully customizable to fit your organization's needs

🔹 2. Analytical & Governance Spreadsheets (Excel files)

  • KPI dashboards, risk matrices, budget planning sheets, scoring models

  • Equipped with formulas, charts, and dynamic tables for automated calculations

🔹 3. Professional Presentation Slides (PowerPoint files)

  • Ready-to-use slides for internal communication, training, or executive briefings

  • Professionally designed and brand-customizable

🔹 4. User Guides & Application Notes

  • Detailed instructions explaining the purpose and use case of each document

  • Guidance on how to adapt the materials based on industry and organizational structure

3. How many templates/documents are included in each toolkit?

The number of documents varies by toolkit, but most are developed as comprehensive, in-depth packages tailored to different roles and objectives:

Functional Role-Based Toolkits (CIO, CTO, CISO, CAIO, etc.):

  • 80-150 Word templates organized into 8-15 modules

  • 30-50 Excel dashboards, analysis sheets, financial models

  • 20-40 PowerPoint presentations for strategy, training, or communication

International Standards Toolkits (ISO 27001, COBIT, ITIL, GDPR...):

  • 100-200 standardized documents mapped to clauses or control objectives

  • Templates linked directly to audit/compliance requirements

Digital Transformation & AI Toolkits:

  • 70-120 specialized templates for assessing readiness, planning AI initiatives, managing risk, and tracking performance

4. Can I preview the content before purchasing?

Yes. We understand that reviewing content before purchase is important for informed decision-making. Therefore, on each toolkit's product page, we provide:

  • Sample screenshots of templates, dashboards, or slides

  • Full list of included files with module names and file IDs

  • For selected toolkits, free downloadable samples or sample previews upon request

If you require a preview of specific documents or modules before purchasing, feel free to contact us via email or the website form. Our support team will respond promptly with tailored assistance.

5. Are these toolkits suitable for small and medium-sized businesses (SMEs)?

Absolutely. The toolkits are built with flexibility and scalability, making them suitable not only for large enterprises but also for SMEs that are:

  • Building foundational IT governance systems

  • Standardizing cybersecurity and compliance processes

  • Launching digital transformation or AI adoption initiatives

  • Seeking practical, ready-to-use materials without large consulting budgets

Key benefits for SMEs:

  • Easy-to-use templates that can be selectively applied

  • No complex systems required - just Word, Excel, and PowerPoint

  • Significant cost and time savings compared to hiring consultants

  • Step-by-step guidance to empower internal IT and leadership teams

6. What file formats are used in the toolkits? (Word, Excel, PowerPoint?)

All documents are provided in fully editable, standard office formats, compatible with widely used software such as Microsoft Office and Google Workspace.

Supported file types:

  • Microsoft Word (.docx):
    For policies, procedures, forms, SOPs, audit reports, etc.
    → Easy to edit, insert content, and tailor to your organizational structure.

  • Microsoft Excel (.xlsx):
    For dashboards, risk matrices, financial models, analytics, and scoring sheets
    → Built-in formulas, charts, and conditional formatting included.

  • Microsoft PowerPoint (.pptx):
    For strategy presentations, internal training, communication slides
    → Professionally designed and ready for brand customization.

7. Are the templates editable?

Yes. All templates are 100% editable.

They are delivered in original, editable formats (Word, Excel, PowerPoint), giving users full flexibility to:

  •  Customize the content to meet specific business needs (e.g., add/remove fields, modify titles, internal references)

  •  Insert company logo, brand elements, and internal policies

  •  Adjust layouts, colors, and languages to fit your organization's tone and culture

  •  Apply across departments, projects, or branches with full flexibility

8. Are toolkit contents regularly updated? What is the update policy?

Yes. We regularly update all toolkits to keep pace with evolving technologies, regulatory changes, and updates to global standards (e.g., ISO, COBIT, ITIL, NIST).

🔄 Update policy:

  • All customers are notified by email when new updates are released

  • Minor updates (e.g., error corrections, improved instructions, minor enhancements) are free within 6-12 months of purchase (depending on the product)

  • Major updates (e.g., alignment with new versions of ISO/COBIT, content restructuring, additional modules) will be offered to previous customers at exclusive upgrade discounts

📌 Recommendation:
Keep your order confirmation email and reference ID to easily access update privileges in the future.

🎯 Our commitment is to ensure customers always have access to modern, comprehensive, and field-tested tools to support successful implementation.

9. Can I use the templates immediately, or do I need to adjust them first?

You can start using them right away. All templates are designed based on international best practices and are structured for immediate deployment.

Key features:

  • Built with real-world content and standard-compliant structures

  • Come with usage instructions and practical context

  • Organized by thematic modules for step-by-step or full-system deployment

However, to maximize relevance, we recommend:

  • ✏️ Adjusting certain fields (e.g., company name, department, KPIs, policies)

  • ✏️ Localizing formatting and language if needed for training or board-level presentations

🎯 With their professional design and ready-to-use content, the toolkits help you reduce 60-80% of documentation time while ensuring consistency and quality in execution.

10. Do toolkits come with user guides or instructions?

Yes. Every toolkit includes a comprehensive set of user guides to help you implement effectively - even without prior consulting experience.

Guides typically include:

  • Toolkit overview: Use cases, target users, structure, and application areas

  • How to use each document type: Purpose, real-life use cases, and rollout steps

  • Customization guidance: How to adapt the templates for your business size, industry, or internal policies

  • Workflow diagrams (if applicable): Showing logical connections among templates

  • Recommended implementation sequence: Step-by-step instructions for deploying by topic or by phase

🎯 Our goal is not just to provide professional templates, but to ensure you know how to apply them effectively - with or without external consultants.

11. Are templates within one toolkit duplicated across other toolkits?

No, contents are not duplicated. Each toolkit on IT-Toolkits.org is purpose-built for a specific role or governance function, ensuring no overlap between toolkits.

How we ensure content uniqueness:

  • Each toolkit is centered around a unique role or theme, such as CIO, CTO, CISO, CAIO, Digital Transformation, ISO 27001, etc.

  • Every template is written with specific use cases, responsibilities, and workflows of that role in mind.

  • The structure, fields, and metrics in each file are tailored to distinct business needs.

Example:
A "Technology Strategy Roadmap" in the CTO Toolkit is completely different from a "Digital Transformation Strategy" in the Digital Transformation Toolkit or an "AI Strategy Plan" in the CAIO Toolkit.

🎯 This role-based structure enables users to combine multiple toolkits without content redundancy, creating a comprehensive enterprise management system.

12. Can I purchase only specific parts or individual sections of a toolkit?

By default, our toolkits are offered as complete, full-featured packages to ensure:

  • Logical consistency and completeness across the full implementation process

  • A holistic view of the management or compliance framework

  • Avoiding gaps or missing critical templates by purchasing only partial content

🔄 However, in special cases, we can support:

  • Providing individual modules or sections (e.g., only the Risk Management section or only the Technology Strategy module)

  • Helping you select a tailored bundle based on your short-term needs

📩 Please contact our support team via email or the contact form for a custom quote or to request a sample preview before making a decision.

13. What payment methods are accepted?

We support multiple secure and globally accepted payment methods to accommodate customers worldwide.

Accepted payment options include:

  • Credit/Debit Cards:
    Visa, Mastercard, American Express, JCB, and other major cards

  • PayPal:
    A secure and fast method for both individuals and businesses

  • Stripe:
    Built-in checkout on our website, allowing direct card payments securely

  • Bank Transfer (upon request):
    For custom or bulk orders, we can provide manual bank transfer instructions as needed

🎯 Once payment is completed, you will automatically receive a confirmation email and secure download link within 15-60 minutes. If support is required, our team is available to assist promptly.

14. How will I receive the toolkit after payment?

As soon as your payment is successfully completed, the system will automatically redirect you to a secure download page where you can immediately download the full toolkit package.

✅ No need to wait for an email - the download page appears instantly after checkout.
✅ All files will be provided in a single ZIP archive or through a secure cloud-hosted link.

📌 Important Note:
Please ensure that your browser does not block redirects after payment. If for any reason you are not redirected to the download page, kindly contact us at supports@it-toolkits.org - we will provide an alternative download link promptly.

🎯 This instant delivery method ensures you receive the toolkit quickly and securely, without delay.

15. Can I request an invoice or official billing document?

Yes. We can issue official invoices (electronic tax invoices) upon request for companies, organizations, or individuals who need to declare business expenses.

How to request an invoice:

  1. After completing payment, send an email to:
    📩 Supports@it-toolkits.org

  2. Include the following details:

    • Company/organization name

    • Tax identification number (if applicable)

    • Billing address

    • Email to receive the invoice

    • Special notes (if any)

    • Order reference number or payment confirmation

  3. Processing time:

    • Invoices are issued via email within 2-3 business days after we receive complete information.

📌 Invoices are issued by the official legal entity representing IT-Toolkits.org and comply with tax and financial regulations applicable to international businesses.

16. Can I get support if I have trouble using the templates?

Yes. We are committed to supporting our customers before, during, and after toolkit implementation.

Types of support available:

  • Email support:
    Send questions to 📩 supports@it-toolkits.org - we will reply within 24 business hours to help with usage, customization, or deployment.

  • Implementation guidance:
    We provide process flowcharts, usage notes, and recommendations to help users understand how to apply each group of templates.

  • Customization advisory:
    If your organization has unique industry or structural needs, our team of experts can suggest how to tailor templates accordingly.

  • Related materials recommendation:
    If the current toolkit doesn't fully meet your requirements, we can recommend complementary documents from our other toolkits.

🎯 Our mission goes beyond delivering templates - we aim to help you apply them effectively, achieve real results, and drive organizational value.

17. Who can I contact for advanced or specialized support?

If you need expert-level support for using, customizing, or implementing our toolkits in your organization, our team of consultants is ready to assist.

Official support channels:

🛠 Specialized support may include:

  • Advisory on deploying toolkit components based on your roadmap

  • Template customization for specific industries (banking, manufacturing, logistics, public sector, etc.)

  • Full-scale implementation support for ISO certification, IT governance programs, digital transformation, or AI deployment

🎯 We're not just a content provider - we are a trusted partner in helping you deliver successful execution and lasting impact.

18. What if a file doesn't work or I have trouble opening it?

All files are thoroughly tested before release to ensure compatibility with major office software. However, in rare cases, users may encounter issues. Here's how to resolve them:

Common issues and solutions:

  • File won't open or shows a format error:
    → Use Microsoft Office 2016+ or Google Workspace
    → Ensure the file was properly extracted if downloaded as a .zip

  • Excel files show macro or content warnings:
    → Click "Enable Editing" and "Enable Content" to activate features

  • Missing files or extraction issues:
    → Check your internet connection and re-download the file
    → Contact us if the issue persists - we'll provide a new download link

📩 If you face any technical error, please email supports@it-toolkits.org with a brief description and a screenshot (if available).
👉 We are committed to resolving all technical issues within 24 business hours.


Related Templates For an IT Manager

IT Manager must be responsible for all IT activities to support for business strategic objectives. The usual objectives are focus on: IT strategy, technology system; budget, investment, organization and staff motivation;

The necessary requirements for an IT manager or IT leaders are: Ability to develop strategies and leadership; customer relationship management; suppliers and employees; project management; solving business problems with MIS systems; ensure continuous operation and disaster recovery of IT system.


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