ESKITP7082 Change and Release Management Level 2 role

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1 Overview This sub-discipline is about the competencies required for the management of changes required to the operational IT/technology configuration and environment in which it operates. The competencies defined in this sub discipline apply to all software, hardware and telecommunications systems, services and assets supporting an organisation. Change Management ensures that standardized methods and procedures are used for efficient and prompt handling of changes to IT infrastructure, in order to manage the impact of any change. Changes may arise reactively in response to problems or externally imposed requirements, or proactively, as part of an improvement or in response to business initiatives. Change Management will ensure prompt handling of all requests for change, and maintain the proper balance between the need for change and the potential impact. Change Management may be implemented individually or combined into releases. Changes and/or releases may be issued by external providers of IT/technology products, services and/or equipment, or may be developed or commissioned internally. As such, this sub-discipline covers also the competencies required to manage all aspects of releases Change Management would typically include the request and recording of changes, resource and impact assessments, the assessment of business justification and obtaining approval. Frequently the approval process will include a review across key business functions to ensure that all possible impacts are identified. In large organisations this may be a Change Management Advisory Board while in smaller organisations it may consist of one or more people authorised to approve changes. This is followed by the implementation of the change and the monitoring and review of the effects. This sub-discipline covers competencies within the IT/technology function relating to change and does not relate to those competencies required to bring about the effective introduction and management of business change Note: For each role it is necessary to subsume the knowledge and understanding statements from the role immediately below. ESKITP7082 1

2 Performance criteria You must be able to: 7082 Competence ( ): Carry out change and release activities, under supervision This competence will be demonstrated by the following Performance Criteria ( C): P1 P2 P3 Correctly follow the procedures, tools and techniques to use for change and/or release management activities, under supervision Comply with all organisational strategy, policies, plans/schedules and standards relating to change and release management activities, under supervision# Provide accurate and timely information about windows for change and/or freeze periods to any individuals who may be involved in the submission or sponsorship of change requests, under supervision Competence ( ): Gather and document information relating to change and release activities, under supervision This competence will be demonstrated by the following Performance Criteria ( C): P4 P5 P6 P7 P8 P9 Correctly source and accurately collate all relevant information about the releases and changes that are to be provided by internal and/or external providers, under supervision Correctly gather and accurately collate all relevant information about scheduled change freeze periods the schedule of windows for change, under supervision Accurately and completely document all change requests received, in a timely manner, in line with procedures and under supervision Correctly collate and accurately document the necessary information about all proposed changes for any particular window for change, so that it may be used to inform change management decision making Assist others in sourcing information about any scheduled/planned change so that it may be assessed through change management Assist others in sourcing information relating to the content and schedule of any release provided by any internal and/or external provider ESKITP7082 2

3 Knowledge and understanding You need to know and understand: Competent performance requires Knowledge ( K) of how to: K1 Use and apply the procedures, tools and techniques that apply to change and release management activities K2 Operate with: K2.1 reference to organisational strategy, policies, plans/schedules and standards relating to change and release management activities and maintain integrity and confidentiality K2.2 reference to professional and ethical standards in change and release management activities K3 Provide information about windows for change and/or freeze periods to any individuals who may be involved in the submission or sponsorship of change requests Competent performance requires Understanding ( U) of: K4 The role of change and release management in supporting business operations and IT/technology service strategy K5 he role of change and release management in service delivery/operations K6 What is meant by: K6.1 a release K6.2 an scheduled/planned change K6.3 an unplanned/emergency change K6.4 a patch K6.5 a service pack K6.6 change management K6.7 a change request and what it comprises K6.8 release management K6.9 a change management/advisory board (or equivalent body/individual) K6.10 a window for change K7 What information might need to be referenced and used during change and release management activities K8 What is the purpose and role of a change management/advisory board (or equivalent body/individual) K9 What are the: K9.1 drivers for scheduled and/or emergency change to the IT/technology configuration K9.2 types of change that can be applied to the IT/technology configuration and the types of activities undertaken during change and release management K9.3 inputs to and required outputs from change and release management activities K9.4 implications of service levels on change and release management activities K9.5 potential implications of introducing change on the availability and accessibility of IT/technology systems, services and assets that are used by customers ESKITP7082 3

4 K9.6 typical naming structures/approaches used for release of IT/technology products, services and equipment K10 The fact that: K10.1 change to the IT/technology configuration is inevitable K10.2 some changes to the IT/technology configuration are the result of IT/technology drivers K10.3 changes can be scheduled or may have to be introduced as emergency changes K10.4 releases are commonly used to apply updates and changes to existing IT/technology systems, services and assets, in order to maintain the currency, usefulness and operability of them K10.5 releases may be developed and provided by external suppliers in response to the needs of one or more customers who use their products, services and equipment K10.6 releases typically occur at regular, fixed intervals and their forward schedule/content is publicised by the provider K10.7 external providers may be required to assist with change and release management activities and/or the provision of IT/technology change and release/resources K10.8 a change to any IT/technology system, product, service, item of equipment and/or assets may be referred to as a patch K10.9 a release to any IT/technology system, product, service, item of equipment and/or assets may be referred to as a service pack K11 The fact that IT/technology drivers resulting in changes to the existing IT/technology configuration include: K11.1 necessary upgrades to, or decommissioning of, existing products, services and equipment K11.2 changes to capacity K11.3 implementation of patches and fixes for incidents, problems and events K12 Why organisations: K12.1 may wish to apply changes to their existing IT/technology configuration K12.2 develop and/or commission IT/technology product/service/equipment releases K12.3 Why emergency changes are sometimes required K13 Who is responsible for: K13.1 submitting change requests K13.2 coordinating proposed IT/technology changes and operating the change control mechanisms K14 Who needs to authorise actions proposed and taken during change and release management activities K15 the importance of change and release management activities being informed and directed by the best interests of an organisation K16 The procedures, tools and techniques that can be used to conduct change and release management activities in a range of business and organisational contexts K17 How effective change and release management activity can improve the levels of customer satisfaction with it/technology ESKITP7082 4

5 Competent performance requires Knowledge ( K) of how to: K18 Source, gather and collate information about: K18.1 scheduled change freeze periods and the schedule of windows for change K18.2 the releases and changes that are to be provided by internal and/or external providers K18.3 all proposed changes for any particular window for change K19 Record and store: K19.1 all change requests received K19.2 what releases and changes are to be provided by internal and/or external providers K19.3 the schedule of windows for change and change freezes for an organisation K19.4 change requests proposed for inclusion in any particular window for change for review by the change management advisory board (or equivalent body/individual) K20 Take actions and measures to ensure that all change requests received are recorded Competent performance requires Understanding ( U) of: K21 K22 Who may need to reference and use information produced through, and used by change and release management activities The importance of keeping clear documentation ESKITP7082 5

6 Developed by e-skills UK Version number 1 Date approved September 2009 Indicative review date Validity Status Originating organisation March 2014 Current Original e-skills UK Original URN 7082 Relevant occupations Suite Key words Application Support; Information and Communication Technology; Systems Support IT and Telecoms Software; Hardware; Network; Change management ESKITP7082 6

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