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ITIL® Planning, Protection and Optimization


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Content starts here
At a glance
View schedule & enroll Sorted by: location or date
Course number HF430S
Length 5 days
Delivery method Remotely assisted instructional learning ( RAIL)
Instructor-led training ( ILT)
Onsite dedicated training ( OST)
Price USD $2,900
CAD $3,190
Credits Toward ITIL Expert 4

Course overview

This 5 day course integrates the capabilities, processes and roles that result in well planned, properly protected and continually optimized services. The core processes of Capacity, Availability, Information Security, IT Service Continuity and Demand Management are discussed in detail. Implementation and technology considerations along with the risks and challenges and the factors for success are presented.


  • Hold one or more of the following certificates: ITIL® V3 Foundation in ITSM or ITIL® V2 Foundation plus V3 Foundation Bridge Certificate
  • Demonstrate 2 to 4 years of professional experience in the ITSM market place (highly desirable)
  • It is assumed that participants will have read, in particular, the Service Design publication
  • Candidates should be aware that at least 12 hours of personal study are required


  • IT professionals who require a deep understanding of Planning, Protection & Optimization processes and how they may be used to enhance the quality of IT service support within an organization
  • IT professionals working with an organization that has adopted and adapted ITIL® who need to be informed about and thereafter contribute to an ongoing service improvement program
  • Operational staff involved in the activities of the following processes: Capacity, Availability, IT Service Continuity, Information Security, Demand and Risk Management, who wish to enhance their role-based capabilities
  • Individuals seeking the ITIL Expert in ITSM for which this qualification is one of the prerequisite modules

Ways to save

Course objectives

Upon successful completion of this course participants will understand:

  • The importance of the concept of Service Management as a Practice
  • The activities, methods and functions used in each ITILŪ Planning, Protection & Optimization process as well as the process roles and responsibilities
  • Capacity and Availability Management as a capability to realize successful service design
  • IT Service Continuity Management as a capability to support overall Business Continuity Management
  • Information Security Management as part of the overall Corporate Governance framework
  • Technology and Implementation Considerations, as well as the Challenges, Critical Success Factors and Risks surrounding ITILŪ Planning, Protection & Optimization
  • Participants will also gain the knowledge necessary to prepare for the "ITILŪ Planning, Protection & Optimization" examination from CSME. This certificate is worth 4 credits in the ITIL Qualification Scheme.

Next steps

Benefits to you

  • Gain a deep understanding of the Planning, Protection & Optimization processes and how to improve them in your organization
  • Move towards a more tactical way of delivering IT Services
  • Understand the different ways in which process activities can be organized
  • Understand how the Planning, Protection & Optimization processes can contribute to improved service design

Course outline

Service Management as a Practice

Service Design Processes (purpose, goals, objectives, scope, business value, policies, principles, concepts, activities, methods, techniques, triggers, inputs, outputs, interfaces and metrics)

  • Capacity Management
  • Availability Management
  • IT Service Continuity Management (ITSCM)
  • Information Security Management

Service Strategy Process (concepts, activities, interfaces, methods and techniques)

  • Demand Management

Challenges, Critical Success Factors and Risks related to each process, plus those associated with the overall Service Design phase

Planning, Protection & Optimization roles and responsibilities

  • Recognize the key roles / functions responsible for executing each process step as related to Capacity, Availability, ITSCM and Information Security Management processes

Technology and Implementation considerations and how they contribute to Planning, Protection & Optimization of IT Service

  • Generic requirements, evaluation criteria and good practices for technology
  • Challenges, Critical Success Factors and Risks related to implementing practices and processes
  • How to plan and implement Service Management technologies

Revision and Mock Examination

HF430S C.00

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