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ITIL Practitioner
Financial Management
Learn how
to manage Financial Management using ITIL ‘Best
Practice’
| Chameleon offers the full portfolio
of EXIN accredited IT Service Management
training leading to ITIL Overview, Foundation,
Practitioner and Service Manager qualifications. |
Duration
This three day course explores the guidance
in ITIL Financial Management to understand the
processes involved in Financial Management and
the opportunities and challenges faced when
implementing and working with the discipline.
This course is used in preparation to undertake
EXIN Practitioner Certificate exam in Financial
Management in the afternoon of day three of
the course.
Course Code
ITILPFM
Public Course Price
£ 850.00 plus VAT including examination
Target Group
IT staff who work regularly in the field of
Financial Management, particularly those staff
with specific responsibility for the activities
that are part of the Financial Management process.
The Financial Management Practitioner will have
a role to record, guard and improve the Financial
Management process.
EXIN Exam and Entry Requirements
Delegates will receive the EXIN syllabus indicating
pre-requisite knowledge, skill and practical
experience required to undertake this Practitioner
course.
Pre Requisites
- Foundation Certificate
in IT Service Management
- Practical experience
in the field of Financial Management
Course Benefits
- Understand the background
to Financial Management for IT Services
- Understand the concepts
of Financial Management in an organisation
- Be able to explain and
justify the Financial Management process
- Be able to budget and
identify the true costs of providing IT Services
- Be able to identify actual
costs for the provision of IT Services
- Determine the cost prices
of IT Services
- Be able to propose and
document pricing and charging policies
- Demonstrate the need
to monitor the Financial Management process
- How to report upon the
Financial Management process
Course contents
Day 1 - Background
to Financial Management
This session will explain the importance of
Financial Management for IT Services and will
determine how critical this is to a business
or an organisation. Frequently, IT Service costs
have grown faster than other costs and customers
are now asking questions in relation to justifying
expenditure to improve their services.
Concepts of Financial
Management
Financial Management is the sound stewardship
of the monetary resources of the organisation.
This session will identify the three main processes
of Financial Management, including Budgeting,
IT Accounting and Charging. We will further
describe the aims of each of these three main
processes according to ITIL best practice.
Budgeting, Costing
and Accounting
In this session we will look at the methods
for an IT organisation to predict and calculate
the cost of services. In particular, we will
determine a schedule for introducing or changing
Costing and Charging for IT Services.
Day 2 – Building
the Cost Model Framework
To calculate the cost of IT Service provision
it is necessary to design a framework in which
all known costs can be recorded and allocated
to customers. The focus of this session will
look at building the Cost Model, Cost Types,
Costs by Customer Cost Models, Apportioning
IT Service Costs and investment appraisal.
Developing the Charging
and Pricing System
The concept of charging is not new but is often
seen as too bureaucratic and too difficult to
implement fairly. The objective of this session
is to propose and document policies concerning
Pricing and Charges for IT Services. In particular,
we will look at Pricing Methods, affects upon
the internal market, Differential Charging and
the billing process.
The role of the Financial
Manager
The IT Financial Management process must have
an owner responsible for developing and reviewing
the processes. This session will look at the
roles and responsibilities of the IT Finance
Manager identified in ITIL best practice.
Financial Management
Audit
The purpose of auditing the Financial Management
process is to demonstrate the effectiveness
and efficiency of such a process. This session
will utilise the ITIL best practice on how to
audit, when to audit and documentation to be
audited.
Day 3 – Financial
Management Tools
Which tools are on the market? How do we evaluate?
How do we integrate with Service Management
disciplines? This session provides you with
guidance on how to select the best tool.
Financial Management
Reporting and Reviewing
Identifying the type and format of reports required
within the organisation and how to produce reports
on the basis of the Financial Management and
explain the recipients of the reports.
Course Review and Exam
Preparation
The three day course consists of exercises,
syndicate work and assignments that will assist
in developing an action plan for the future.
Course structure
The course is case study based, combining short
lectures with individual and group assignments.
The course provides a very good introduction
to IT Service Management and many organisations
have chosen to send some or all of their IT
staff on these courses in preparation for an
implementation programme.
In Course Assessments/Assignments
Part of the examination is made up of an assessment
whereby the course provider tests two assignments
during the course. In order to obtain the Practitioner
Certificate in IT Service Management the result
of this assessment must be satisfactory.
Course Documentation
Delegates will receive a bound copy of the PowerPoint
slides used during the course, a copy of the
itSMF IT Service Management pocket-guide and
access during the course to the OGC publications.
Delegates will also receive assignments, mock
exams, exercises and case studies.
OGC Publications
This course utilises OGC Publication Service
Support and Service Delivery.
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