Certification Package template V2.2.0€¦ · Web viewPD03 Training in Technical Focus Area/ Stream and/or Client Focus Area Candidates must undergo 40 hours/year of training at a

The Open Group Certified IT Specialist(Open CITS) Program

Certification Package TemplateLevel 2: Master Certified IT Specialist

June 2012Revision 2.2.0

© Copyright 2008-2012 The Open Group. All rights reserved.

No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior permission of the copyright owner. Permission for storage, editing, and transmission by electronic means is hereby granted for the purpose of supporting applications to The Open Group for Open CITS Certification.

© 2008-2012 The Open Group1

ALL RIGHTS RESERVED

Introduction and Guidelines

References

The Open Group Certified IT Specialist (Open CITS) program is based upon four key documents:

1. The Certification Policy, which sets out the policies and processes by which an IT Specialist may achieve certification.

2. The Conformance Requirements, which documents the skills and experience that a Certified IT Specialist must possess.

3. The Accreditation Policy, which sets out the policies and processes by which an Organization may achieve accreditation.

4. The Accreditation Requirements, which documents the criteria that must be met by an Accredited Certification Program.

You should also read The Guide to Certification and FAQ as well as the more formal Certification Agreement and Trademark License.

These documents are all available on the Certification Authority web site at www.opengroup.org/opencits/cert.

Levels of Certification

The Program recognizes two levels of certification – “Certified” and “Master” – in increasing order of skill and experience.

Level 1: Certified IT Specialist (able to perform with assistance/supervision, with a wide range of appropriate skills, as a contributing IT Specialist)

Level 2: Master Certified IT Specialist (able to perform independently and take responsibility for delivery of systems and solutions as a lead IT Specialist)

It is recommended that all professionals seeking Open CITS certification at Level 1 or Level 2 have the following:

Three (3) years’ experience in the Stream in the last five (5) years

Five (5) years’ work experience in IT in the last eight (8) years

For guidance, it would normally take three to five years of additional IT experience to grow from Level 1 certification to Level 2 certification.

© 2008-2012 The Open Group 2ALL RIGHTS RESERVED

http://www.opengroup.org/opencits/cert

Certification Level Experience RequirementsLevel 1:Certified

Level 1 Certified IT Specialists are required to have led technical aspects of projects or engagements within their chosen Stream.Level 1 Certified IT Specialists must have acted in the role of IT Specialist within their Stream in at least two (2) successful engagements. The deliverables produced by the Candidate must have contributed to the engagement meeting its acceptance criteria.

Level 2:Master Certified

Level 2 Certified IT Specialists are recognized experts who have mastered the state-of-the-art in their field.Level 2 Certified IT Specialists: Lead teams involving multiple streams on projects or engagements Make significant contributions to project definition and management Are involved in the growth and development of others

Level 2 Certified IT Specialists must have acted in a leadership role in at least three (3) successful engagements.

This Certification Package Template is only to be used when applying for certification at Level 2: Master Certified IT Specialist.

What to do First

Go to the certification authority web site (www.opengroup.org/opencits/cert) and read The Guide to Certification and the documents referenced therein.

Choose which Client Focus Area and Stream you wish to certify against.

Creating your Certification Package

To create your Certification Package please:

1. Answer all of the questions in Section 1.2.

2. Select one Client Focus Area in Section 1.3, and answer all of the questions for that Client Focus Area only, then delete the other Client Focus Area sections.

3. Select one Stream within the Technical Focus Areas in Section 2.1 or 2.2, and answer all of the questions for that Stream only, then delete the other Technical Focus Area and all the other Streams.

4. Answer all questions in Sections 3, 4 and 5.

5. Complete at least three Experience Profiles in Section 6. If you want to provide more, copy all of the headings in Section 6.1 (or 6.2 or 6.3) to create another Experience Profile.

6. Provide your References in Section 7.

7. When all else is finished, please refresh the table of contents

Do not modify or delete any of the remaining questions or headings within the document.

The total length of your Certification Package should not exceed 45 pages. This size limit is not arbitrary but is included to encourage Candidates to summarize and present their package in a focused and concise manner.

Within this constraint you may allocate as many pages to each section as you see fit.

If you choose to include additional Experience Profiles, the 45-page limit still applies.

The Certification Package Template that follows reflects the required organization and formatting of your Certification Package and you are required to use it to develop your Certification Package.

Please supply all required content in your own words.



When filling out your package, think carefully about what will make the Board’s evaluation straightforward – clearly state how the cited experience meets the criterion.

For example, if you use references to your Experience Profiles to show how you meet one of the Core Foundation Skills, you should explain clearly how that aspect of your Experience Profile demonstrates that skill to the required level – do not expect the Board members to do detective work! Try to ensure that your responses address every part of each question, and that every part of each response is needed to answer the question.

Please be sure that you have selected the correct parts of the Certification Package Template for your chosen Client Focus Area and Stream.

Submitting your Certification Package

Your Certification Package must be submitted electronically by uploading it into the Certification Authority’s web site at www.opengroup.org/opencits/cert.

Change History

Version Date Reason for Change1.0 January 2008 First Version1.1 April 2008 Version 1.1 of Conformance Requirements released, including application

of Corrigendum U081 (dated December 17, 2007) adding the Business Information Management (BIM) Stream, and revising requirements ITSCDM06 and ITSCDM07 to correctly reflect the agreed company review change requests CR102 and CR103.

1.2.1 July 2011 Cosmetic to reflect change in program name.2.1.0 October 2011 Addition of Security Stream following update to Conformance

Requirements to Version 2.1 by Corrigendum U111.Rationalization of version numbers – Package Template Version 2.1.x aligns with Conformance Requirements Version 2.1.

2.2.0 June 2012 Addition of Service Management Streams following update of Conformance Requirements to Version 2.2 by Corrigendum U113.ITSCCF10 (Team Leadership) requirement changed to Deep for Level 2 following PR0032. This will be included in a future Corrigendum for the Conformance Requirements.“Typically” removed from EC01, EC02 and EC03, following PR0029Table of experiences for EC01, EC02 and EC03 combined to help simplify and clarify responses.Page limit increased to 45 pages.

Please delete these guidelines before submitting your Certification Package.



The Open Group Certified IT Specialist(Open CITS) Program

Certification PackageLevel 2: Master Certified IT Specialist

June 2012Revision 2.2.0

Candidate Name

Last Name First Name

Candidate I/D Middle Initial

This template is to be used with:

The Open Group Certified IT Specialist (Open CITS) Program:Conformance Requirements Version 2.2

And is for applications for certification at:

Level 2: Master Certified IT Specialist

© Copyright 2008-2012 The Open Group. All rights reserved. No part of this publication may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior permission of the copyright owner. Permission for storage, editing, and transmission by electronic means is hereby granted for the purpose of supporting applications to The Open Group for Open CITS Certification.

© 2008-2012 The Open Group1

ALL RIGHTS RESERVED

Please include a passport size photo

ContentsIntroduction and Guidelines..............................................................................................................2Contents............................................................................................................................................21. Compliance With Skill Requirements.......................................................................................3

1.1 Skill Levels....................................................................................................................31.2 Compliance with Core Foundation Skill Requirements................................................31.3 Compliance with Client Focus Area Skill Requirements.............................................6

1.3.1 Compliance with Services Skill Requirements................................................61.3.2 Compliance with Sales Skill Requirements.....................................................71.3.3 Compliance with Support Skill Requirements.................................................81.3.4 Compliance with Training Skill Requirements.............................................10

2. Technical Focus Area Skills....................................................................................................122.1 Solution Development Streams...................................................................................12

2.1.1 Business Analysis..........................................................................................122.1.2 Application Development..............................................................................142.1.3 Packaged Application Implementation..........................................................152.1.4 Data Integration.............................................................................................172.1.5 Infrastructure Design.....................................................................................182.1.6 Testing...........................................................................................................202.1.7 Business Information Management...............................................................22

2.2 Solution Delivery Streams..........................................................................................262.2.1 Infrastructure and Application Management.................................................262.2.2 Systems and Hardware Products....................................................................272.2.3 Software.........................................................................................................332.2.4 Security..........................................................................................................432.2.5 Service Management Delivery.......................................................................462.2.6 Service Management Consulting...................................................................482.2.7 Service Management Operations...................................................................50

3. Compliance With Experience Requirements...........................................................................524. Professional Development.......................................................................................................535. Contributions to the IT Specialist Community........................................................................546. Experience Profiles..................................................................................................................54

6.1 Experience Profile 1: <project name>........................................................................556.1.1 Project Summary............................................................................................556.1.2 Business Opportunity or Problem..................................................................566.1.3 Solution..........................................................................................................566.1.4 Results............................................................................................................566.1.5 Lessons Learned............................................................................................57

6.2 Experience Profile 2: <project name>........................................................................576.2.1 Project Summary............................................................................................576.2.2 Business Opportunity or Problem..................................................................57


6.2.3 Solution..........................................................................................................586.2.4 Results............................................................................................................586.2.5 Lessons Learned............................................................................................58

6.3 Experience Profile 3: <project name>........................................................................596.3.1 Project Summary............................................................................................596.3.2 Business Opportunity or Problem..................................................................596.3.3 Solution..........................................................................................................596.3.4 Results............................................................................................................606.3.5 Lessons Learned............................................................................................60

7. References...............................................................................................................................60

1. COMPLIANCE WITH SKILL REQUIREMENTS

1.1 Skill LevelsSee Open CITS: Conformance Requirements Section 3.1 and 3.2.

Skill Levels and Proficiency Ratings

Skill Level Proficiency ExperienceLimited Limited or no knowledge NoneGeneral General conceptual knowledge only Limited – read about it, some educationApplied Applied knowledge Performs with supervision or mentoringDeep In-depth knowledge Mastered the current state-of-the-art and is

able to perform without supervisionExpert Expert knowledge Advances the state-of-the-art

Use the above skill level definitions when completing the Skills tables below.

1.2 Compliance with Core Foundation Skill RequirementsNote that EC01 states that all Experience cited in a Certification Package to demonstrate each of the Core Foundation Skills should all be within the last eight (8) years and at least one example should be from the last three (3) years.

ITSCCF01Apply Written Communication Skills

Demonstrate good written communications, including the use of proper grammar, spelling, document organization, clarity, and use of content appropriate for the audience.

Skill Level Required: Deep Skill Level you claim:

From (mm/yy) To (mm/yy) Document name/title List three or more documents that were published or provided to clients (internal or external) that demonstrate your ability to effectively communicate decisions and designs in your Stream.Provide the name of the document and a short description of the purpose of the document.

ITSCCF02Apply Verbal Communication Skills

Demonstrate good verbal communications, including strong eye contact (where culturally appropriate), responsiveness to questions, ability to stay on subject, use of good feedback, and follow-up questions, etc., so that effective two-way communications is demonstrated.



From (mm/yy) To (mm/yy) Presentation List three or more formal presentations that were published and presented verbally to stakeholders, and which demonstrate your ability to effectively communicate technical recommendations, decisions, and designs.Provide the name of the presentation and a short description of the purpose.

ITSCCF03Setting Technical Direction

Given a scope of solution to be accomplished, set the technical direction and constraints of the project or engagement and monitor compliance.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you set the technical direction and constraints of a

project or engagement and monitored compliance.Only provide examples where your role in the effort was as the lead IT Specialist for your Stream in the project.

ITSCCF04Negotiate Equitable Solutions

Given a conflict, mediate opposing viewpoints and negotiate equitable solutions to ensure successful and stable outcomes.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Document three situations where you helped to mediate opposing technical

viewpoints and successfully negotiated an equitable solution to ensure the successful outcome of an IT project or engagement.

ITSCCF05Manage Stream-specific Elements of an IT Project Plan

Given a project plan, identify those elements of the plan that put the integrity of the Stream-specific elements at risk and help the (internal or external) client and/or project manager by managing those elements so that the project can be successfully completed.


From (mm/yy) To (mm/yy) Project or Major Activity Document three examples where you worked closely with the client/project manager to identify and address elements of the project plan specific to your Stream that put the technical integrity of the project plan/timeline at risk – show how you mitigated the risk to both the technical aspects and the project milestones.

ITSCCF06Understand Business Aspects

Understand the stakeholders’ business needs and how they relate to your Stream.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three examples where you have demonstrated your understanding of the

stakeholders’ business needs, and how these needs relate to your Stream.Examples must show how you made an explicit linkage between the Stream-specific aspects and the business need.

ITSCCF07Provide Solution Input to Winning Bids

Create the Stream/Technical Focus Area-related solution within winning bids, proposals, or contract extensions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created the Stream/Technical Focus Area-

related solution within winning bids, proposals, or contract extensions.


ITSCCF08Problem Analysis and Resolution

Demonstrate the ability to perform logical analysis and problem solving.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated the ability to perform logical

analysis and problem solving.Provide a short description of the circumstances and the skills that you used to succeed.

ITSCCF09Apply Mentoring Techniques

Establish mentoring relationships that provide feedback and coaching to enable colleagues or clients to develop and improve performance.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you established mentoring relationships that

provided feedback and coaching to enable colleagues and clients to develop and improve their performance.

ITSCCF10Team Leadership

Capable of leading a team.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Document three situations where, either alone or with support or mentoring, you

led a team of IT Specialists to perform a specialist task.

ITSCCF11Develop Solution

Given one or more business or technical requirements, create the structures of a solution that can be validated to meet those requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Document three instances where you created the structures of a solution (for

example, with UML or with another modeling notation) that satisfied the given business and/or technical requirements. The solution must have been communicated to the development team and reviewed/validated by the client (internal or external).Only provide examples where your role in the effort was as the lead IT Specialist for your Stream within the project, or for a significant subsystem or component.

ITSCCF12Personal Impact Awareness

Understand the relationship of the personal contribution to the context of the overall objective of the project or engagement.

Skill Level Required: Applied Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Describe three instances of your personal contribution in relation to the context of

the overall objective of the project or engagement.Provide a short description of the nature of your contribution, the specialist skills that you used to make your contribution, and relationship of your contribution to the overall objective of the project or engagement.

ITSCCF13Understand Interface to Architecture

Understand the relationship of the personal contribution to the context of the enterprise or project architecture.



From (mm/yy) To (mm/yy) Project or Major Activity Describe three instances in which you understood the relationship of your personal contribution to the context of the enterprise or project architecture.Provide a short description of the nature of your contribution, the specialist skills that you used to make your contribution, and relationship of your contribution to the enterprise or project architecture.

ITSCCF14Develop Re-use Mindset

Uses, when possible, already developed objects and materials.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you made cost-effective use of significant objects or

materials developed previously by others.Provide a short description of the nature of the problem, the build/re-use options you considered, the rationale for your choice, and the consequences of your decision.

1.3 Compliance with Client Focus Area Skill RequirementsNote that EC03 states that all Experience cited in a Certification Package to demonstrate each of the Client Focus Area-specific skills should all be within the last five (5) years and at least one example should be from the last three (3) years.

1.3.1 Compliance with Services Skill RequirementsITSCTS01Advise on Possible Solution

Provide advice to the client (internal or external) on a range of applications and products, which may be employed in the solution.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you provided advice to the client (internal or

external) on a range of applications and products, which might be employed in the solution.Provide a short description of the nature of the client’s problem, the options you considered, and the rationale for your recommendation.

ITSCTS02Understand Business Aspects

Assess client (internal or external) needs, requirements, preferences, and expectations.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your understanding of business

aspects, describing briefly for each one the client’s needs, requirements, preferences, and expectations.

IOTSCTS03Advise on Large and/or Complex Engagements

Given a large and/or complex engagement, define and prepare partial or complete solutions and/or proposals and plans that successfully meet or exceed client (internal or external) needs and expectations.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances of large or complex engagements where you defined and

prepared partial or complete solutions and/or proposals and plans that successfully met or exceeded client (internal or external) needs and expectations.Please describe briefly the engagement, your role, and your contribution(s).


ITSCTS04Assure Solution Viability

Assure solution viability that meets the client’s (internal or external) requirements (appropriateness of the solution in the client context).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you have assured the viability of a proposed solution

to meet the internal or external client needs.Please describe briefly the client needs, the proposed solution, and the process and conclusions of the assessment you carried out.

ITSCTS05Develop Plans

Develops plans that are comprehensive, realistic, and effective.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you have developed plans that were comprehensive,

realistic, and effective.Please describe briefly the client needs, the proposed solution, and your plan. In each case, please describe how you ensured that your plan was comprehensive, realistic, and effective.

1.3.2 Compliance with Sales Skill RequirementsITSCSA01Advise on Technical Decisions

Provide advice to the client (internal or external) on a range of applications and products, which may be employed in the solution.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you provided advice to an internal or external client

on a range of applications and products, which might have been employed in a solution.In each case, please describe briefly the client needs, a summary of the options you considered, your recommendation, and rationale.

ITSCSA02Use Sales Method

Use a documented sales method.

Skill Level Required: Applied Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used a documented sales method.

In each case, please identify the method used, the steps in the method that you were responsible for, and the steps that you were involved with.

ITSCSA03Lead Technical Evaluation and Demonstration

Lead technical evaluations and demonstrations (e.g., proof-of-concepts, feasibility studies, benchmarks, or pilots).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you led technical evaluations and demonstrations

(e.g., proof-of-concepts, feasibility studies, benchmarks, or pilots).In each case, please describe briefly the objective and nature of the evaluation/demonstration, and the learning points that were derived from it.

ITSCSA04Assure Initial Solution Viability

Assure initial solution viability that meets the client’s (internal or external) requirements (e.g., quality assurance, systems assurance, risk assessment).



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you assured initial system viability that met the internal or external client’s requirements, using techniques such as quality assurance, system assurance, or risk assessment.In each case, please describe briefly the client’s requirements and the initial solution, the technique you used to ensure viability, and the way in which you used the technique.

ITSCSA05Develop Competitive Analyses

Given a set of client priorities and constraints, develop a competitive analysis and business justification.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a set of client priorities and constraints, you

developed competitive analyses and business justifications in support of a sale.In each case, please describe briefly the circumstances, the objective of your work, and the nature of the competitive analysis you carried out.

ITSCSA06Create Client Deliverables

Create client (internal or external) deliverables (e.g., by creating scenarios, custom demonstrations such as prototypes or user interfaces, or custom presentations that represent vendor products and solutions).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created internal or external client deliverables

(e.g., creating scenarios, custom demonstrations such as prototypes or user interfaces, or custom presentations that represent vendor products and solutions).In each case, please describe briefly the circumstances, the objective of your work, and the nature of the client deliverables you created.

1.3.3 Compliance with Support Skill RequirementsITSCSU01Advise on Technical Decisions

Advise and guide the client (internal or external) on technical decisions for the use of vendor products, services, and solutions (trusted technical advisor). Examples include:

Identify problems related to installation, update, configuration, operations, or performance

Provide subject matter expertise on solution design Provide advice on potential resolutions and their implementation

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you acted as a trusted technical advisor, advising

and guiding the internal or external client on technical decisions for the use of vendor products, services, and solutions.In each case, please describe briefly the client needs, a summary of the options you considered, your recommendation, and rationale.

ITSCSU02Problem Analysis and Resolution

Provide problem management. Examples include: Apply problem solving skills Assess risk and severity Locate and allocate resources as necessary Involve Subject Matter Experts (SMEs) to solve the problems Implement problem resolution (install, test, and run patches, upgrades)

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed a significant client (internal or

external) problem from analysis through to resolution.In each case, please describe briefly the nature of the problem, the way you approached it, the risk and severity to the client, the resources needed to solve it, involvement of subject matter experts, and how the resolution was implemented.


ITSCSU03Provide Technical Leadership

Provide technical leadership; for example, leading reviews of impact analysis and fitness-for-purpose.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you showed technical leadership; for example,

leading reviews of impact analysis and fitness-for-purpose.In each case, please describe briefly the nature of the task, the team, the results, and the contributions of the team members.

ITSCSU04Create Client Deliverables

Create client (internal or external) deliverables. Examples include: Create scenarios and custom demonstrations (e.g., prototypes, user interface) Develop custom presentation that represents vendor’s products, services, and solutions

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created internal or external client deliverables

(e.g., creating scenarios and custom demonstrations such as prototypes or user interfaces, or developing custom presentations that represent vendor products and solutions).In each case, please describe briefly the circumstances, the objective of your work, and the nature of the client deliverables you created.

ITSCSU05Manage Change

Manage change with significant technical scope or business impact. Examples include: Ensure all changes are authorized and reviewed for their potential impact. Give personal attention to high priority/emergency change processing. Ensure all changes are tracked and that history is available. Track and authorize changes using appropriate tools. Allow emergency changes to be made by authorized personnel. Have a back-out and recovery plan in place for major changes. Define go, no-go decision points.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed change with significant technical

scope or business impact.In each case, please describe briefly the circumstances and the relevant aspects of change management involved, such as impact analysis, prioritization, tracking and history, use of tools, emergency response, testing, roll-out, or contingency planning.

ITSCSU06Identify Sales Opportunity

Identify sales opportunities by recognizing and articulating potential new business opportunities related to clients or client relationships.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you identified sales opportunities by recognizing

and articulating potential new business opportunities related to internal or external clients or client relationships.In each case, please describe briefly the circumstances and the potential opportunity and how you articulated it.

ITSCSU07Propose Solution

Given a non-trivial client problem, propose a successful solution or part solution within the Stream.


Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you proposed total solutions, or significant segments

of solutions, to non-trivial client support problems.In each case, please describe briefly the client’s problem and the solution you proposed.

1.3.4 Compliance with Training Skill RequirementsITSCTR01Understand Training Concepts and Models

Understand basic training models and concepts and the art and science of teaching.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your understanding of basic

training models and concepts and the art and science of teaching.

ITSCTR02Define Learning Objectives

Define the learning objectives of the training program together with the client (internal or external).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined the learning objectives of a training

program, together with the internal or external client.In each case, please briefly describe the circumstances, the learning objectives, and how you obtained the agreement of the client.

ITSCTR03Customize Training Programs

Design and develop customized training programs based on client (internal or external) needs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you designed and developed customized training

programs based on internal or external client needs.In each case, please briefly describe the client need and the training program you developed in response.

ITSCTR04Use Training Techniques

Understand varying training forms, styles, and interventions most appropriate for the situation. To do this, Candidates must be aware of their own natural training styles.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your understanding of varying

training forms, styles, and interventions most appropriate for the situation.In each case, please briefly describe the situation, the training response you chose, and the reasons for your choice, including the impact of your own natural training style.

ITSCTR05Vary Training Delivery Mode

Use more than one form of training delivery (e.g., classroom training, individual coaching, e-learning, case-based training, action learning).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide two or more instances where you have used different forms of training

delivery (e.g., classroom training, individual coaching, e-learning, case-based training, action learning).In each case, please briefly describe the circumstances and the reasons for your choice of training delivery method.


ITSCTR06Adapt Delivery

Adapt delivery based on target audience.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your ability to adapt delivery

according to the target audience.In each case, please briefly describe the circumstances, the nature of the target audience, the way you adapted your delivery, and the training outcome.

ITSCTR07Teach to Different Learning Styles

Recognize different learning styles of trainees and translate this into effective interventions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your ability to recognize the

different learning styles of trainees and translate this into effective interventions.In each case, please briefly describe the circumstances, the nature of the trainee’s learning style, the nature of your intervention, and the learning outcome.

ITSCTR08Create and Maintain Training Programs

Translate the relevant developments in the Candidate’s area of expertise into new training programs and improvements of existing training programs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you translated the relevant developments in your

area of expertise into new training programs and improvements of existing training programs.In each case, please briefly describe the relevant developments and the training program you created or updated in response.

ITSCTR09Develop and Update Training Materials

Develop and update training materials (e.g., syllabi, exercises, e-learning modules, simulations).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you developed and/or updated training materials

(e.g., syllabi, exercises, e-learning modules, simulations).In each case, please briefly describe the training materials you created or updated.

ITSCTR10Relate Training Concepts to Subject Matter Expertise Area

Publish or present about relationships between training concepts and subject matter area expertise.

Skill Level Required: Applied Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide two instances where you published or presented (possibly with support or

mentoring) about relationships between training concepts and subject matter area expertise.In each case, please briefly describe the publication or presentation, your contribution to it, and the contribution of others.


2. TECHNICAL FOCUS AREA SKILLS

Note that EC02 states that all Experience cited in a Certification Package to demonstrate each of the Stream-specific skills should all be within the last five (5) years and at least one example should be from the last three (3) years.

2.1 Solution Development Streams

2.1.1 Business AnalysisITSCBA01Understand Business Aspects

Apply knowledge of the client's vertical or horizontal business context to identify, understand, and articulate the client’s business strategy, problems, and objectives.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you applied your knowledge of the client's vertical

or horizontal business context to identify, understand, and articulate the client’s business strategy, problems, and objectives.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBA02Conduct Requirements Gathering Workshops

Conduct requirements gathering workshops with a client (internal or external) to meet the stated objective.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you conducted requirements gathering workshops

with an internal or external client to meet the stated objective.In each case, please briefly describe the objective, your role, and the deliverables you created.

ITSCBA03Define Requirements

Define requirements using modeling techniques or otherwise to produce deliverables (e.g., use-cases, data flow diagrams, entity relationship diagrams, etc.).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined requirements using modeling

techniques or otherwise to produce deliverables such as use-cases, data flow diagrams, entity relationship diagrams, etc.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBA04Perform Gap Analysis

Validate the proposed solution against requirements (gap analysis).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you validated the proposed solution against

requirements (gap analysis).In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBA05Develop Requirements Gathering Strategy

Select the appropriate methods, techniques, and tools for identifying, analyzing, and documenting client requirements.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you selected the appropriate methods, techniques, and tools for identifying, analyzing, and documenting client requirements.In each case, please briefly describe the circumstances, the choices you made, and the reasons for those choices.

ITSCBA06Perform Business Justification

Develop business justification (scope, goals, benefits, costs) for proposed solutions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you developed the business justification (scope,

goals, benefits, costs) for proposed solutions.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBA07Define Business and IT Requirements

Translate business needs and opportunities to business and IT requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you translated business needs and opportunities to

business and IT requirements.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBA08Perform Business Process Impact Analysis

Identify the impact of the proposed solutions to the business process.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you identified the impact of the proposed solutions

to the business process.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBA09Use Method

Use a Stream-specific method and/or process to gather and analyze requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used one or more Stream-specific method

and/or process to gather and analyze requirements.In each case, please briefly describe the circumstances, the method or process you used, and the deliverables you created.

ITSCBA10Validate Requirements

Validate requirements with the client.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you validated requirements with an internal or

external client.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


2.1.2 Application DevelopmentITSCAD01Write Software

Program in one mainstream programming language according to project guidelines and coding standards.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you coded significant functionality in a mainstream

programming language according to project guidelines and coding standards.In each case, please briefly describe the circumstances, the purpose of the code you wrote, and whether your code was successfully deployed. Please also identify the applicable project guidelines and coding standards.

ITSCAD02Recommend Programming Language

Given a business and technical context, compare the possibilities, strengths, and weaknesses of two or more programming languages to make recommendations.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a business and technical context, you

compared the possibilities, strengths, and weaknesses of two or more programming languages to make recommendations.In each case, please briefly describe the circumstances, your recommendation, and rationale.

ITSCAD03Perform Unit Test and Debug

Given a test plan, perform unit test and debug complex software.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a test plan, you performed unit test and

debugging of complex software.In each case, please briefly describe the unit under test, the test strategy, test process, and your role.

ITSCAD04Use Automated Development Tools

Use automated development tools.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used automated development tools.

In each case, please briefly describe the circumstances, the tools, your role, and the deliverables you created.

ITSCAD05Define Development Metrics

Define and measure metrics tracking development progress and quality.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined and measured metrics for tracking

development progress and quality.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCAD06Develop Complex Solution

Given a set of requirements, design, build, test, and package significant aspects of a complete solution required by the client.


Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a set of requirements, you designed, built,

tested, and packaged significant aspects of a complete solution required by the client.In each case, please briefly describe the solution, your role, and the deliverables you created.

ITSCAD07Use Configuration Management Tools

Use configuration management tools.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you have used configuration management tools.

In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCAD08Use Application Development Methods

Use two or more major application development methods (e.g., LAD/Waterfall, RAD, DSDM, RUP).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances that demonstrate your use of two or more major application

development methods (e.g., LAD/Waterfall, RAD, DSDM, RUP).In each case, please briefly describe the project, your role, and the development method you employed.

ITSCAD09Develop Design

Elaborate and translate functional and non-functional requirements into a design.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you elaborated and translated functional and non-

functional requirements into a design.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

2.1.3 Packaged Application ImplementationITSCPA01Use ISV Products, Technologies, and Methodologies

Use ISV products, technologies, and methods to provide a solution to a client’s (internal or external) problem. Examples of vendors who produce ISV products include Oracle, SAP, and PeopleSoft.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used ISV products, technologies, and

methodologies to provide a solution to an internal or external client’s problem. Examples of vendors who produce ISV products include Oracle, SAP, and PeopleSoft.In each case, please briefly describe the circumstances, your role, the product, technology, or method, and the deliverables you created.

ITSCPA02Understand Conversion to ISV Products

Advise or support clients (internal or external) on which migration or conversion tools, procedures, and products are required to migrate or convert to ISV products.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported internal or external clients on which migration or conversion tools, procedures, and products are required to migrate or convert to ISV products.In each case, please briefly describe the circumstances and your recommendation.

ITSCPA03Understand ISV Upgrade

Advise or support clients (internal or external) on new ISV product versions, including new features and functions, upgrade process, and any pre-requisites that may be needed.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported internal or external clients

on new ISV product versions, including new features and functions, upgrade process, and any pre-requisites that may be needed.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPA04Understand ISV Product Configuration

Advise or support clients (internal or external) on product configuration to run in the client environment.


on product configuration to run in the client environment.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPA05Understand ISV Recoverability

Advise or support clients (internal or external) on ISV logging, recovery, and back-up capabilities.


on ISV logging, recovery, and back-up capabilities.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPA06Understand ISV Best Practices

Advise or support clients (internal or external) on deployment techniques and/or best practices of ISV solutions or products.


on deployment techniques and/or best practices of ISV solutions or products.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPA07Optimize ISV Product Performance and Capacity

Configure product to meet the client's requirements for performance and capacity (e.g., use clustering, mobile and web access, replication and mail routing, multi-lingual).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you configured product to meet the client's

requirements for performance and capacity (e.g., use clustering, mobile and web access, replication and mail routing, multi-lingual).In each case, please briefly describe the performance and capacity requirements, your solution, and the results.


ITSCPA08Understand ISV Failover Capability and Redundancy

Advise or support clients (internal or external) on ISV failover capability and redundancy.


on ISV failover capability and redundancy.In each case, please briefly describe the client’s requirements, your solution, and the deliverables you created.

2.1.4 Data IntegrationITSCDI01Design Complex Databases

Design of complex databases applying appropriate data modeling and database design tools.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you designed complex databases applying

appropriate data modeling and database design tools.In each case, please briefly describe the requirements, the complexity and scale of the solution, your role, and the modeling and database design tools you used.

ITSCDI02Implement Databases

Follow best practices on implementing databases.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you followed best practices in implementing

databases.In each case, please briefly describe the circumstances, your role, and the aspects of best practice you employed.

ITSCDI03Plan and Develop Databases on Large to Very Large Projects

Plan and develop databases on large to very large projects.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you planned and developed databases on large to

very large projects.In each case, please briefly describe the requirements, the scale of the project, the part played by your solution, and your role.

ITSCDI04Use Database Administration and Management Tools

Use database administration and management tools to meet client needs and/or solve client problems.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used database administration and management

tools to meet client needs and/or solve client problems.In each case, please briefly describe the circumstances, the objective, the tool(s), your role, and the results achieved.


ITSCDI05Use Data Integration/Federation Tools

Use tools for data integration and/or federation.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used tools for data integration and/or federation.

In each case, please briefly describe the circumstances, the objective, the tool(s), your role, and the deliverables you created.

ITSCDI06Manage Performance Measurement, Analysis, and Optimization

Manage performance measurement, analysis, and optimization.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed performance measurement, analysis,

and optimization.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDI07Leverage Data-related Development Methods

Selection, tailoring, and implementation of data-related development methods.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you selected, tailored, and implemented data-related

development methods.In each case, please briefly describe the circumstances, the method you selected, the tailoring you carried out, and the results of the implementation.

ITSCDI08Lead a Complex Database Design/Implementation Effort

Lead a complex database design/implementation effort.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you led a complex database design/implementation

effort.In each case, please briefly describe the circumstances, the project, the team, and your role and responsibilities.

ITSCDI09Advise and Support Clients on Tools and Techniques

Compare the possibilities, strengths, and weaknesses of different tools and techniques that can be combined into different data integration solutions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you compared the possibilities, strengths, and

weaknesses of different tools and techniques that could be combined into different data integration solutions.In each case, please briefly describe the circumstances, the tools and techniques you compared, your recommendation, and rationale.

2.1.5 Infrastructure DesignITSCID01Use Infrastructure Design Framework

Given a set of application and/or business information requirements, select, adapt, and use an appropriate infrastructure design method or framework to design the optimal combination of storage systems, networking systems, servers, and/or printing systems to meet the requirements.


Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a set of application and/or business

information requirements, you selected, adapted, and used an appropriate infrastructure design method or framework to design the optimal combination of storage systems, networking systems, servers, and/or printing systems to meet the requirements.In each case, please briefly describe the requirements, the options you considered, your choice and rationale, and the results you achieved.

ITSCID02Build a Technical Solution

Plan, design, develop, integrate, and implement infrastructure components of a solution that spans multiple disciplines and/or technologies.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you planned, designed, developed, integrated, and

implemented infrastructure components of a solution that spanned multiple disciplines and/or technologies.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCID03Understand IT Technology

Knowledge and use of at least two technology areas: storage, servers, networking, or printing systems. Position and justify them in the scope of an overall project.

Skill Level Required: Applied (in three areas) Areas in which you claim Applied skill:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your knowledge of and used

(possibly with support or mentoring) at least three different technology areas: storage, servers, networking, or printing systems.In each case, please briefly describe the project, your role, any support or mentoring you received, how you used the technologies in the project, and the position and justification of the technologies within the projects.

ITSCID04Define Capacity Plan

Define capacity criteria and forecast utilization in order to initiate and manage capacity plans.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined capacity criteria and forecast utilization

in order to initiate and manage capacity plans.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCID05Position and Justify Solution

Position and justify the infrastructure design in the scope of an overall project to a client (internal or external).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you positioned and justified the infrastructure design

in the scope of an overall project to a client (internal or external).In each case, please briefly describe the circumstances, your role, the deliverables you created, and the results of your justification.

ITSCID06Define Migration Plan

Develop a migration plan for upgrades and new versions of infrastructure components to maintain optimal work environment availability.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you developed a migration plan for upgrades and new versions of infrastructure components to maintain optimal work environment availability.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCID07Define Performance Plan

Develop a performance plan applying knowledge of appropriate industry tools and lifecycle standards to improve client's business and product lifecycle performance.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you developed a performance plan applying

knowledge of appropriate industry tools and lifecycle standards to improve client's business and product lifecycle performance.In each case, please briefly describe the circumstances, your role, the tools and standards used, the deliverables you created, and the improvements achieved.

ITSCID08Model Performance

Use appropriate prototypes and simulation tools to model the performance of infrastructure components and adjust the infrastructure design as required.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used appropriate prototypes and simulation

tools to model the performance of infrastructure components and adjust the infrastructure design as required.In each case, please briefly describe the circumstances, your role, the tools or prototypes used, and the results of your work.

2.1.6 TestingITSCTE01Develop Test Plans

Develop comprehensive test plans based on risks and acceptance criteria agreed with the client.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you developed comprehensive test plans based on

risks and acceptance criteria agreed with the client.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE02Develop Test Strategies

Develop test strategies to ensure client solutions meet expected objectives.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you developed test strategies to ensure client

solutions met expected objectives.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE03System-level Testing

Create and execute end-to-end functionality tests at the system level.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created and executed end-to-end functionality

tests at the system level.In each case, please briefly describe the circumstances, your role, the deliverables you created, and the results obtained.


ITSCTE04Select and Use Full Lifecycle Testing Methodology Concepts

Select and use the appropriate full lifecycle testing methodology concepts, including different levels and types of tests.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you selected and used the appropriate full lifecycle

testing methodology concepts, including different levels and types of tests.In each case, please briefly describe the circumstances, the alternatives you considered, the choices you made, the deliverables you created, and the results obtained.

ITSCTE05Build Test Cases and Test Scripts

Build test cases and test scripts, based on business requirements, which specify test inputs, execution conditions, and expected results for every component being delivered.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you built test cases and test scripts, based on

business requirements, which specify test inputs, execution conditions, and expected results for every component being delivered.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE06Create Customized Test Data

Create customized test data based on system architecture and production environment (e.g., mock data, dummy data).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created customized test data based on system

architecture and production environment (e.g., mock data, dummy data).In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE07Design a Test Environment

Design a test environment to support the test strategy.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you designed a test environment to support the test

strategy.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE08Define and/or Implement Inspections and Defect Prevention Techniques

Define and take responsibility for the implementation of inspections and defect prevention techniques to ensure the quality of the client solution.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined and took responsibility for the

implementation of inspections and defect prevention techniques to ensure the quality of the client solution.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


ITSCTE09Understand Test Tool Functionality

Know the functionality of testing tools from more than one supplier and how such tools would support the testing strategy.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your knowledge of the

functionality of testing tool(s) from more than one supplier and how such tools would support a given testing strategy.In each case, please briefly describe the circumstances, your role, the testing tools considered, and the deliverables you created.

ITSCTE10Automate Test Scripts

Translate manual testing procedures and/or test specifications into automated test scripts.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you translated manual testing procedures and/or test

specifications into automated test scripts.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE11Use Configuration Management Tools

Use configuration/library management tools to ensure that the correct version of test target and tests are staged for testing.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used configuration/library management tools to

ensure correct version of test target and tests were staged for testing.In each case, please briefly describe the circumstances, your role, the configuration/library management tools you used, and the deliverables you created.

ITSCTE12Use Test Management Tools

Use widely accepted test management tools in support of test selection, configuration, and execution.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used widely accepted test management tools in

support of test selection, configuration, and execution.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCTE13Use Defect Management Tools

Use widely accepted defect management tools in support of defect tracking and impact analysis.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used widely accepted defect management tools

in support of defect tracking and impact analysis.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

2.1.7 Business Information ManagementITSCBI01Use a Development Methodology

Ability to make effective use of at least one development method relevant to the BIM Stream (e.g., RUP, DSDM).


Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you made effective use of a development method

relevant to the BIM Stream; e.g., RUP, DSDM.In each case, please briefly describe the circumstances, your role, the method, and the deliverables you created.

ITSCBI02Compare BIM Tools

Advise and support clients (internal or external) with comparison and selection of BIM tools and/or products.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients with comparison

and selection of BIM tools and/or products.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI03Identify Organizational Change

Identify and communicate the organizational changes needed for the successful implementation of BI or CI systems; for example, new roles, responsibilities, and the new organizational structures required for governance and management.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you identified and communicated the organizational

changes needed for the successful implementation of BI or CI systems; for example, new roles, responsibilities, and the new organizational structures required for governance and management.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI04Identify Business Process Change

Identify and communicate the changes to business processes needed for the successful implementation of BI or CI systems.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you identified and communicated the changes to

business processes needed for the successful implementation of BI or CI systemsIn each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI05Identify Business Requirements

Identify business requirements for a BI or CI system and identify the pros and cons of different technical solutions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you identified business requirements for a BI or CI

system and identified the pros and cons of different technical solutions.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI06Understand Concepts for Managing Information

Understand the information lifecycle and have expertise in managing information concepts such as KPI, Dashboard, BPM, Workflow, Collaboration, Search, and Retrieval.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your understanding of the information lifecycle and your expertise in managing information concepts such as KPI, Dashboard, BPM, Workflow, Collaboration, Search, and Retrieval.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI07Use ISV Products, Technologies, and Methods

Know and effectively use ECM ISV products, technologies, and methodologies. (Vendors may include: IBM, Microsoft, Oracle, Documentum, OpenText, etc.) (CI)ORKnow and effectively use appropriate database design, administration, and management tools for information management solutions. (BI)

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your knowledge and effective use

of:EITHERECM ISV products, technologies, and methods (CI)ORappropriate database design, administration, and management tools for information management solutions (BI)In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI08Use CI or BI-specific Techniques

Effective use of one or more of the (business) classification, access control, and security techniques. (CI)ORDesign data warehouse architectures through the effective use of at least one architecture framework. (BI)

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you:

EITHERdemonstrated the effective use of one or more of the (business) classification, access control, and security techniques (CI)OR designed data warehouse architectures through the effective use of at least one architecture framework (BI)In each case, please briefly describe the circumstances, your role, the techniques or frameworks you used, and the deliverables you created.

ITSCBI09Use Storage Models and/or Infrastructure

Effective use of relevant storage models, audit trail, and/or system infrastructure tools to manage an information solution infrastructure.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you effectively used relevant storage models, audit

trail, and/or system infrastructure tools to manage an information solution infrastructure.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI10Design Complex Databases

Design complex databases, using data modeling techniques like ERD, dimensional, and/or data vault modeling.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you designed complex databases using data modeling techniques like ERD, dimensional, and/or data vault modeling.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI11Expertise with KPIs

Define Key Performance Indicators (KPIs) in collaboration with the decision-makers within an organization.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined KPIs in collaboration with decision-

makers within an organization.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI12Create and Analyze Information

Expertise in the creation of reports and information analyses, based on KPI data, to meet client requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your expertise in creating reports

and information analyses, based on KPI data, to meet client requirements.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCBI13Use BIM Tools

Effective use of at least one BI or CI-specific tool to meet client needs in data integration, ETL, content ingestion, and/or federation.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you made effective use of at least one BI or CI-

specific tool to meet client needs in data integration, ETL, content ingestion, and/or federation.In each case, please briefly describe the circumstances, your role, the tool(s), and the deliverables you created.

ITSCBI14Manage Performance

Manage performance of information management solution environments to meet clients’ needs for high data volumes, (near) real-time loading, and quick analysis results.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed the performance of high data volume

information management solution environments to meet clients’ needs for high data volumes, (near) real-time loading, and quick analysis results.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


2.2 Solution Delivery Streams

2.2.1 Infrastructure and Application ManagementITSCSM01Plan, Implement, and Customize Systems Management Functions

Plan, implement, and customize systems management functions in a client IT organization.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you planned, implemented, and customized systems

management functions in a client IT organization.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSM02Use System Management Tools

Use system management tools such as those from CA, HP, and IBM to support the systems management functions listed in ITSCSM06. Implement and configure tools for operational control, growth, planning, resiliency, and recoverability.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used system management tools such as those

from CA, HP, and IBM to support the systems management functions described in ITSCSM06, including implementation and configuration of these tools for operational control, growth, planning, resiliency, and recoverability.In each case, please briefly describe the circumstances, your role, the tools you used, and the results achieved.

ITSCSM03Use Industry Standard Methodologies

Use a method such as ITIL, ITPM, BSP, or any other system of best practices or mixture thereof, to support and configure the systems management functions.

Skill Level Required: Applied Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used a method such as ITIL, ITPM, BSP, or any

other system of best practices or mixture thereof, to support and configure systems management functions.In each case, please briefly describe the circumstances, the method, your role, and the deliverables you created.

ITSCSM04Develop Systems Management Strategy

Create a strategy that allows the systems management functions to be open and flexible to future needs and changes in either business or technological directions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created a strategy that allowed the systems

management functions to be open and flexible to future needs and changes in either business or technological directions.In each case, please briefly describe the circumstances, your role, and the strategy you created.

ITSCSM05Define and Validate Recoverability

Define and document all operation functions and all requirements for the recovery of any component. Maintain the documentation and regularly validate recoverability.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined and documented all operation functions

and all requirements for the recovery of any component.In each case, please briefly describe the circumstances, your role, the deliverables you created, and the maintenance and validation activities you performed.


ITSCSM06Understand Systems Management Components

Advise or support clients (internal or external) on system management components: Configuration Management Change Management Release Management Incident Management Problem Management Availability Management Asset Management Service Continuity Capacity Management Service Level Management Security Management

Skill Level Required: Deep for one Component, Applied for the remainder

Component(s) for which you claim Deep skill:

From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or support clients on the components of system management, including the component(s) for which you claim Deep skill. In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSM07Respond to Changes in Business or Technology

Grow and improve the management functions established in support of the client’s business as it reacts to changes in business or technology.

Skill Level Required: Applied Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you grew and improved the management functions

established in support of the client’s business as it reacts to changes in business or technology.In each case, please briefly describe the circumstances, your role, and the results you achieved.

2.2.2 Systems and Hardware Products

2.2.2.1 Storage SystemsITSCSS01Apply Competitive Knowledge

Apply knowledge of competing vendor storage systems, and what differentiates them, to solving a client's business problem.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you applied knowledge of competing storage

systems, and what differentiates them, to solving a client’s business problem.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSS02Configure Storage Systems

Configure complex storage systems for optimum performance against client needs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you configured storage systems for optimum

performance against client needs.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSS03Perform Storage Conversion

Perform storage conversions from one or more vendor products to another.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you performed storage conversions from one or more vendor products to another.In each case, please briefly describe the circumstances, your role, the source and destination products and technologies, and the deliverables you created.

ITSCSS04Integrate Cross-vendor Storage Systems

Integrate storage systems from more than one vendor or technology.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you integrated storage systems from more than one

vendor or technology.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSS05Integrate Storage Systems in Complex Environments

Given a complex storage environment, select and apply the appropriate techniques, such as synchronous and/or asynchronous mirroring, or point-in-time copy for online back-up and recovery.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a complex storage environment, you selected

and applied the appropriate techniques, such as synchronous and/or asynchronous mirroring, or point-in-time copy for online back-up and recovery.In each case, please briefly describe the circumstances, your role, the techniques you selected, and the deliverables you created.

ITSCSS06Plan Storage Capacity

Perform capacity planning including performance analysis and preparation of documented recommendations.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you performed capacity planning including

performance analysis and preparation of documented recommendations.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSS07Advise on Storage Back-up and Recovery

Advise or support client on back-up and recovery procedures for storage systems.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported a client on back-up and

recovery procedures for storage systems.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

2.2.2.2 Networking SystemsITSCNS01Networking Problem Determination

Use networking problem determination skills to assess clients’ network problems.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your networking problem

determination skills to assess client network problems.In each case, please briefly describe the circumstances, your role, and the results you achieved.


ITSCNS02High Availability Networking Principles

Understand and apply high availability networking principles to restore clients' networks to normal levels of availability and performance, and recommend actions to prevent recurrence of problems.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used your understanding of high availability

networking principles to restore clients’ networks to normal levels of availability and performance, and recommended actions to prevent recurrence of problems.In each case, please briefly describe the circumstances, your role, and the recommendations you made.

ITSCNS03Network Technology Skills

Understand three or more of the following technologies: IPSec, L2TP, PPTP, public/private keys, SSL, or Virtual Private Networks (VPNs), and apply that knowledge in the technology selection, design, and implementation of clients' networks.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you worked with one or more of the following

technologies: IPSec, L2TP, PPTP, Public/Private keys, SSL, or Virtual Private Networks (VPNs) in the technology selection, design, and implementation of a client’s network.In each case, please briefly describe the circumstances, your role, the deliverables you created, the choices you made, and your rationale.

ITSCNS04WAN or LAN Skills

According to the Client Focus Area, either design, plan the installation, implement, and network manage WANs or LANs, or troubleshoot LAN/WAN problems in multiple environments with network management experience on at least one environment.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you either designed, planned the installation,

implemented, and network managed WANs or LANs, or trouble-shot LAN/WAN problems in multiple environments with network management experience on at least one environment.In each case, please briefly describe the circumstances, your role, and the deliverables you created or results you achieved.

ITSCNS05Networking API Skills

Design and implement networking components using APIs such as CPI-C, sockets, or equivalent.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you designed and implemented networking

components using APIs such as CPI-C, sockets, or equivalent.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCNS06Networking Performance Skills

Use appropriate tools to tune networks for optimum performance to meet client needs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used appropriate tools to tune networks for

optimum performance to meet client needs.In each case, please briefly describe the circumstances, your role, the tools, and the results you achieved.


ITSCNS07Customize Network Management Tools or Conduct Problem Determination using Networking Tools

According to the Client Focus Area, either customize network management tools to build a proactive solution for network performance and health trending, with violation notification for problem identification, or troubleshoot networks using problem determination tools, such as network sniffers, etc.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you either customized network management tools to

build a proactive solution for network performance and health trending, with violation notification for problem identification, or carried out network troubleshooting using problem determination tools, such as sniffers, etc.In each case, please briefly describe the circumstances, your role, the tools you used, and the deliverables you created or results you achieved.

ITSCNS08Advise or Support Clients with Network Architectures

Advise or support clients (internal or external) on network architectures including the naming and addressing methods, data formats, and protocols of the architecture, such as TCP/IP, Frame Relay, ATM, OC-x, or DS-x transport, and routing protocols, such as RIP, BGP, OSPF.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients (internal or

external) on network architectures including the naming and addressing methods, data formats, and protocols of the architecture, such as TCP/IP, Frame Relay, ATM, OC-x, or DS-x transport, and routing protocols, such as RIP, BGP, OSPF.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCNS09Plan Network Capacity

Advise or support clients (internal or external) in network capacity planning, performance analysis, and preparation of documented results (WAN, LAN, or Client-Server end-to-end).


external) in network capacity planning, performance analysis, and preparation of documented results (WAN, LAN, or Client-Server end-to-end).In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCNS10Advise or Support Clients on IP Convergence Applications

Advise or support clients (internal or external) in at least one of the following IP convergence applications: VoIP, Unified Messaging, Real-time Collaboration, and IPTV.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients in at least one of

the following IP convergence applications: VoIP, Unified Messaging, Real-time Collaboration, and IPTV.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

2.2.2.3 ServerITSCSV01Application of Product Knowledge

Given a client business problem, select the appropriate server architecture and instance to meet client requirements.Example server architectures are those from the major server families of IBM, HP, Sun, etc.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a client business problem, you selected the appropriate server architecture and instance to meet client requirements.In each case, please briefly describe the client’s business problem, your role, the selection you made, and your rationale.

ITSCSV02Integrate with Other Systems and Solutions

Given a customer requirement integrate new capability with existing systems and/or solutions. Examples might include integration of:

Web server Firewall Authentication servers Application server Database servers Messaging systems Back-end data extraction to data warehouse systems

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a customer requirement, you integrated new

capability with existing systems and/or solutions.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSV03Configure Servers

Configure server to operate efficiently in the client environment. Show how a balanced system configuration was achieved (e.g., processors, memory, I/O and network resources, disk, tape, switch fabric, I/O paths) and appropriately sized for the workload to be run. Show how sufficient back-up and recovery capability for the requirements of the workload was achieved.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you configured servers to operate efficiently in the

client environment.In each case, please briefly describe the circumstances, your role, and show how a balanced system configuration was achieved (e.g., processors, memory, I/O and network resources, disk, tape, switch fabric, I/O paths) and appropriately sized for the workload to be run. Show how sufficient back-up and recovery capability for the requirements of the workload was achieved.

ITSCSV04Back-up and Recover Servers

Advise or support clients (internal or external) in the selection and deployment of the appropriate methods, such as incremental, image copy, mirroring, cross-site, failover, and disaster recovery strategies.


external) in the selection and deployment of the appropriate methods, such as incremental, image copy, mirroring, cross-site, failover, and disaster recovery strategies.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSV05Effective Use of System Management Tools

Advise or support clients (internal or external) in the effective use of mainstream system and/or operational management tools to achieve availability and operational goals.


external) in the effective use of mainstream system and/or operational management tools to achieve availability and operational goals.In each case, please briefly describe the circumstances, your role, the tools, and the deliverables you created.


ITSCSV06Advise or Support Server Consolidation

Advise or support a client (internal or external) with server consolidation, including sizing, configuration, planning, and covering risk management, recovery implications, and deployment options.


external) on server consolidation, including sizing, configuration, planning, and covering risk management, recovery implications, and deployment options.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

2.2.2.4 Cross SystemsITSCCS01Apply Multi-server, Storage, and O/S Knowledge

Advise and support clients (internal or external) with several heterogeneous server, operating system, and storage systems.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients (internal or

external) on several heterogeneous server, operating system, and storage systems.In each case, please briefly describe the circumstances, your role, the servers, operating systems, and/or storage systems, and the deliverables you created.

ITSCCS02Propose End-to-End Solutions using Multiple Technologies

Design, present, and propose server, operating system, and storage solutions with focus on cross-system technologies.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given client requirements, you designed, presented,

and proposed server, operating system, and storage solutions with focus on multiple (cross-system) technologies.In each case, please briefly describe the circumstances, the requirements, your role, and the design you proposed.

ITSCCS03Perform as a Solution Designer

Perform as a solution designer: Analyze client business and IT challenges Design a comprehensive solution integrating into the client’s environment

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you performed as a solution designer by analyzing

client business and IT challenges and designing a comprehensive solution integrating into the client’s environment.In each case, please briefly describe the circumstances, the requirements, your role, and the solution you designed.

ITSCCS04Evaluate and Adapt Solutions into Complex Environments

Evaluate and adapt the sub-specialty area solutions to different and complex environments.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you evaluated and adapted the sub-specialty area solutions to different and complex environments.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCS05Heterogeneous Technology Consultative Skills

Demonstrate sales, planning, and consulting skills in servers and storage products, covering both hardware and key system software elements.

Skill Level Required: Applied in four areas, one of which must be Storage

Areas in which you claim Applied skill level:

From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated sales, planning, and consulting skills in servers and storage products, covering both hardware and key system software elements, including Storage.In each case, please briefly describe the circumstances, your role, the technologies and products covered, and the deliverables you created.

ITSCCS06Complex Solution Design

Demonstrate consultative skills in three (3) of the solution areas listed below in multiple customer environments:

Server Virtualization technologies Storage Virtualization technologies Infrastructure Simplification and Consolidation strategies Middleware implementations as they relate to Server and Storage products Business Continuity, High Availability, and Disaster Recovery Cross-systems disciplines (e.g., Security, Clustering, Network Connectivity, Database

Placement, Data Connectivity, or Systems Management)Examples must include analysis and design of cost-justified solutions using common metrics; e.g., TCO, TCA (Acquisition), QoS (Quality of Service), and TTM/C (Time-to-Market/Customer).

Skill Level Required: Applied in three solution areas Areas in which you claim Applied skill level:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used consultative skills in three of the solution

areas listed above. Examples you use must have included analysis and design of cost-justified solutions using common metrics; e.g., TCO, TCA (Acquisition), QoS (Quality of Service), and TTM/C (Time-to-Market/Customer).In each case, please briefly describe the circumstances, your role, the skill areas used, the design you created, and the approach taken to cost/business justification.

2.2.3 Software

2.2.3.1 Application Development ProductsITSCDP01Use Application Development Products and Methodologies

Understand the proper application of development methodologies and the appropriate tools used in the software development lifecycle. Be able to apply the different areas of the methodology to the phases in the lifecycle and identify the appropriate tool(s) to perform the development activity.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your understanding of the proper

application of development methodologies and the appropriate tools used in the software development lifecycle.In each case, please briefly describe the method, how you applied the different areas of the method to the phases in the lifecycle, and the tool(s) you selected to perform the development activity.


ITSCDP02Advise or Support Clients on the Value of the Entire Application Development Lifecycle

Demonstrate and articulate the value of the entire application development lifecycle, including all of the areas involved and how they are inter-related. Specifically, understand and explain the value of an integrated development lifecycle.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on the entire

application development lifecycle, including all of the areas involved and how they are inter-related. Understand and explain the value of an integrated development lifecycle.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDP03Select and Install Tools

Given a client requirement and development environment, and select and install the appropriate development tool.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a client requirement and development

environment, you selected and installed the appropriate development tool.In each case, please briefly describe the circumstances, your role, the development environment, the tool you selected, and your rationale.

ITSCDP04Understand Industry Standards

Demonstrate knowledge of industry standards in the area of specialization (i.e., UMA for PPM specialization, UML for ADC specialization) to meet a customer’s development process requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you demonstrated your knowledge of industry

standards in the area of specialization (i.e., UMA for PPM specialization, UML for ADC specialization) to meet a customer’s development process requirements.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDP05Configure and Customize Tools

Identify requirements for configuration and customization in order for the development tool to work optimally in the identified development environment. This may include special security needs, special process needs, distributed access needs, or automation extensions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you identified required customizations or

configurations in order for the development tool to work optimally in the identified development environment.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDP06Integrate Application Development Tools

Support the full lifecycle development approach by integration between your tool of specialization and the relevant tools in other areas (i.e., between requirements and testing).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you supported the full lifecycle development

approach by integration between your tool of specialization and the relevant tools in other areas (i.e., between requirements and testing).In each case, please briefly describe the circumstances, your role, the tools, and the deliverables you created.


ITSCDP07Support Client Application Development Framework

Advise or support client (internal or external) application development groups in best practices on following their development methodology and in the proper way to use/configure the development tools. This includes mentoring on which tools should be used by which roles to perform which actions at its simplest, or actually extending the products via their extensibility interfaces at its most complex.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported client application

development groups in best practices on following their development methodology and in the proper way to use/configure the development tools.In each case, please briefly describe the circumstances, your role, the tools, and the deliverables you created.

2.2.3.2 Application and Integration MiddlewareITSCAI01Understand Adapter Interfaces

Advise or support clients (internal or external) on adapter interfaces to provide system interconnectivity.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on adapter

interfaces to provide system interconnectivity.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCAI02Understand Data Interchange Standards

Advise or support clients (internal or external) on data interchange across disparate systems (e.g., XML, SOAP).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on data interchange

across disparate systems (e.g., XML, SOAP).In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCAI03Understand Application Integration Methodologies

Advise or support clients (internal or external) on application integration methodologies and architectures, such as SOA and web services.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on application

integration methodologies and architectures, such as SOA and web services.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCAI04Advise or Support Clients on Program-to-Program Interfaces

Advise or support clients (internal or external) on program-to-program interfaces across disparate systems (e.g., APPC, DPL, and RPC).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on program-to-

program interfaces across disparate systems (e.g., APPC, DPL, and RPC).In each case, please briefly describe the circumstances, your role, and the deliverables you created.


ITSCAI05Use Application Integration Products to Facilitate SOA Enablement

Given a set of client requirements, select and advise or support on the installation and configuration of application integration products that facilitate the enablement of SOA.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a client requirement, you selected and

advised or supported on the installation and configuration of application integration products that facilitate the enablement of SOA.In each case, please briefly describe the circumstances, your role, the product(s), and the deliverables you created.

ITSCAI06Understand Product Configuration

Advise and support product configuration based on a complete understanding of the client environment.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on application

integration product configuration based on a complete understanding of the client environment.In each case, please briefly describe the client environment, your role, the products, and the deliverables you created.

ITSCAI07Advise and Support on Recoverability

Advise and support clients (internal or external) in determining the need for logging, recovery, and back-up and demonstrate how best to implement the appropriate tools and techniques to meet these requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients in determining the

need for logging, recovery, and back-up, and demonstrated how best to implement the appropriate tools and techniques to meet these requirements.In each case, please briefly describe the circumstances, your role, the strategy, and the tools you recommended.

ITSCAI08Advise and Support on Deployment Techniques and Best Practices

Advise and support clients (internal or external) on appropriate deployment techniques and best practices to ensure optimal performance and capability.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on appropriate

deployment techniques and best practices to ensure optimal performance and capability.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCAI09Advise and Support on Performance and Capacity

Advise and support customers on optimal solution configurations to meet their requirements for performance and capacity.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given requirements for performance and capacity,

you advised and supported customers on optimal solution configurations to meet their requirements for performance and capacity.In each case, please briefly describe the circumstances, the requirements, your role, your recommendation, and rationale.


ITSCAI10Advise and Support on Failover and Redundancy Capability

Advise and support on high availability solutions covering failover capability and redundancy techniques.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given an availability requirement, you advised and

supported on high availability solutions covering failover capability and redundancy techniques.In each case, please briefly describe the circumstances, the requirements, your role, your recommendation, and rationale.

2.2.3.3 Data ManagementITSCDM01Data Management Tools, Technologies, and Methods

Given a set of client priorities and constraints, effectively use information management tools, technologies, and methods (e.g., content management software, data management software, and their related administration and design tools and methods) to meet the needs of the client.


effectively used information management tools, technologies, and methods (e.g., content management software, data management software, and their related administration and design tools and methods) to meet the needs of the client.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM02Advise and Support on Data Compatibility Issues Across Disparate Systems

Advise and support clients (internal or external) in identifying and resolving incompatibility issues in heterogeneous data environments.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients in identifying and

resolving incompatibility issues in heterogeneous data environments.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM03Advise and Support on Data Models

Advise and support clients (internal or external) about the appropriate data models and data requirements for sources and targets.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients about the

appropriate data models and data requirements for sources and targets.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM04Advise and Support on Data Migration or Conversion

Advise and support clients (internal or external) about data migration, the issues involved, and the tools, procedures, and products required to migrate or convert data stores as appropriate.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients about data

migration, the issues involved, and the tools, procedures, and products required to migrate or convert data stores as appropriate.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


ITSCDM05Advise and Support on Data Management Product Features

Advise and support clients (internal or external) on new versions of data management products, including advice on the value of new features and functions, upgrade processes, and product pre-requisites.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on new versions

of data management products, including advice on the value of new features and functions, upgrade processes, and product pre-requisites.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM06Advise and Support on Product Configuration

Advise and support clients on product configuration based on the client environment.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on product

configuration based on the client environment.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM07Advise and Support on Data Mining Techniques

Given a client requirement, advise and support the client (internal or external) on the current data mining techniques and tools that would meet the requirement.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, given a client requirement, you advised and

supported the client (internal or external) on the current data mining techniques and tools that would meet the requirement.In each case, please briefly describe the circumstances, the requirements, your role, your recommendation, and the deliverables you created.

ITSCDM08Advise and Support on Data Management Solutions Available

Advise clients (internal or external) on the requirements for data management solutions and support the client in the matching of requirements with product capabilities using approved methodologies.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised clients on the requirements for data

management solutions and support the client in the matching of requirements with product capabilities using approved methodologies.In each case, please briefly describe the circumstances, your role, the requirements, and your recommendation.

ITSCDM09Advise and Support on Recoverability

Advise and support clients (internal or external) in determining the need for logging, recovery, and back-up and how best to implement the appropriate tools and techniques to meet these requirements.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients in determining the

need for logging, recovery, and back-up and how best to implement the appropriate tools and techniques to meet these requirements.In each case, please briefly describe the circumstances, your role, and your recommendations.


ITSCDM10Advise and Support on Deployment Techniques and Best Practices

Advise or support clients (internal or external) on appropriate deployment techniques and best practices to meet client needs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on appropriate

deployment techniques and best practices to meet client needs.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM11Configure Product to Optimize Performance and Capacity

Advise and support clients (internal or external) on optimal solution configurations to meet client needs for performance and capacity (e.g., use clustering, mobile and web access, replication, and multi-lingual).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on optimal

solution configurations to meet client needs for performance and capacity.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCDM12Advise and Support on Failover and Redundancy Capability

Advise and support clients (internal or external) on high availability solutions covering failover capability and redundancy techniques.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on high

availability solutions covering failover capability and redundancy techniques.In each case, please briefly describe the circumstances, your role, the solutions you implemented, and the rationale for their design.

2.2.3.4 Content ManagementITSCCM01Use Content Management Tools, Technologies, and Methodologies

Use content management tools, technologies, and methodologies to ensure optimal operations that meet the client needs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used content management tools, technologies,

and methodologies to ensure optimal operations that met the client needs.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM02Advise and Support on Data Compatibility Issues Across Disparate Systems

Advise and support clients (internal or external) in identifying and resolving incompatibility issues in heterogeneous data environments.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients in identifying and

resolving incompatibility issues in heterogeneous data environments.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


ITSCCM03Advise and Support on Records Management Concepts

Based on understanding the pain points across the client's organization, provide advice and support on records management concepts.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where, based on your understanding of the pain points

across the client's organization, you provided advice and support on records management concepts.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM04Advise and Support on Search Techniques and Applications

Advise and support clients (internal or external) on search techniques and applications for content management.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on search

techniques and applications for content management.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM05Advise and Support on Document-centric Routing and Workflow

Advise and support clients (internal or external) on document-centric routing and workflow, including identifying user roles and user access levels.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on document-

centric routing and workflow, including identifying user roles and user access levels.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM06Advise and Support on Migration or Conversion Tools

Advise or support clients (internal or external) on the migration or conversion tools, procedures, and products required to migrate or convert to or between content management solutions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or supported clients on the migration or

conversion tools, procedures, and products required to migrate or convert to or between content management solutions.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM07Advise and Support on New Product Features and the Relationship to the Content Management Solution

Advise and support clients (internal or external) on new versions of content management products, including advice on the value of new features and functions, upgrade processes, and product pre-requisites, including any limitations on the use of the content in downstream applications.


of content management products, including advice on the value of new features and functions, upgrade processes, and product pre-requisites, including any limitations on the use of the content in downstream applications.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


ITSCCM08Advise and Support on Product Configuration

Advise and support clients (internal or external) on content management product configuration to run in the client environment.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on content

management product configuration to run in the client environment.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM09Advise and Support on Recoverability Capabilities

Advise and support clients (internal or external) on content management product logging, recovery, and back-up capabilities.


management product logging, recovery, and back-up capabilities.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM10Advise and Support on Deployment Techniques and Best Practices of Solutions or Products

Advise and support clients (internal or external) on content management product deployment techniques and best practices.


management product deployment techniques and best practices.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCCM11Configure Product to Meet the Client's Requirements for Performance and Capacity

Configure content management product to meet the client's requirements for performance and capacity (e.g., use clustering, mobile and web access, replication and mail routing, multi-lingual, etc.).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you configured content management product to meet

the client's requirements for performance and capacity (e.g., use clustering, mobile and web access, replication and mail routing, multi-lingual, etc.).In each case, please briefly describe the circumstances, the requirements, your proposed configuration, and the deliverables you created.

ITSCCM12Advise and Support on Failover Capability and Redundancy

Advise and support clients (internal or external) on content management failover capability and redundancy.


management failover capability and redundancy.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


2.2.3.5 Portal and CollaborationITSCPC01Use Workplace-related Tools, Technologies, and Methodologies

Given a set of client priorities and constraints, use portal and collaboration-related tools, technologies, and methods to meet client needs.


used portal and collaboration-related tools, technologies, and methods to meet client needs.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC02Advise and Support on Migration or Conversion Tools

Advise and support clients (internal or external) on migrating or converting to a new portal and collaboration solution.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and support clients on migrating or

converting to a new portal and collaboration solution.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC03Advise and Support on New Portal and Collaboration Product Versions

Advise and support clients (internal or external) on new versions of portal and collaboration products, including advice on the value of new features and functions, upgrade processes, and product pre-requisites.


of portal and collaboration products, including advice on the value of new features and functions, upgrade processes, and product pre-requisites.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC04Advise and Support on Product Configuration

Advise and support clients (internal or external) on portal and collaboration product configuration to run in the client environment.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on portal and

collaboration product configuration to run in the client environment.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC05Advise and Support on Available Solution Options or Products

Advise and support clients (internal or external) on portal and collaboration solutions.


collaboration solutions.In each case, please briefly describe the circumstances, your role, and the deliverables you created.


ITSCPC06Advise and Support on Product Recoverability Features

Advise and support clients (internal or external) on portal and collaboration logging, recovery, and back-up capabilities.


collaboration logging, recovery, and back-up capabilities.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC07Advise and Support on Deployment Techniques and Best Practices

Advise and support clients (internal or external) on deployment techniques and best practices of portal and collaboration solutions or products.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported clients on deployment

techniques and best practices of portal and collaboration solutions or products.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC08Advise and Support on Product Performance and Capacity

Advise and support on portal and collaboration product configuration to meet the client's requirements for performance and capacity.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised and supported on portal and

collaboration product configuration to meet the client's requirements for performance and capacity.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCPC09Advise and Support on Product Failover and Redundancy Capability

Advise and support clients (internal or external) on portal and collaboration failover capability and redundancy.


collaboration failover capability and redundancy.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

2.2.4 Security

For Level 2, Candidates must be able to demonstrate that they possess at least three (3) of the skills ITSCSEC01 to ITSCSEC09 at the Deep level, and at least two (2) at the Applied level, with the remainder at the General level.

For Candidates holding a current certificate issued by a Recognized Security Certification Program, the examples provided to demonstrate Deep and Applied skill levels should be spread across at least three (3) security domains. For Candidates with no such certificate, the examples provided to demonstrate Deep and Applied skill levels should be spread across at least four (4) security domains.

Security Domains are defined in Section 3.6.4 of the Open CITS Conformance Requirements.Do you hold a current certificate issued by a Recognized Security Certification Program? Yes or NoIf you answered Yes, what certificate do you hold?Please insert a scanned copy of your certificate at the end of this Certification Package.


How many of the skills ITSCSE01 to ITSCSE09 do you claim at a Deep (or Expert) level?How many of the skills ITSCSE01 to ITSCSE09 do you claim at an Applied level?How many of the skills ITSCSE01 to ITSCSE09 do you claim at a General level?

ITSCSE01Assess Potential Risks and Classify Information

Understand the customer’s business requirements and ecosystem (including the regulatory/compliance context) and identify and classify security risks.

Security Domain: Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity For Applied, Deep, or Expert skill level, provide three instances where you used

your understanding of the (internal or external) customer’s business requirements and ecosystem (including the regulatory/compliance context) to identify and classify security risks.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE02Define Control Objectives and Formulate Policy

Identify and articulate control objectives for reducing inherent risks to acceptable residual risks. Capture these control objectives in a policy.

Security Domain: Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity For Applied, Deep, or Expert skill level, provide three instances where you

identified and articulated control objectives for reducing inherent risks to acceptable residual risks, and captured these control objectives in a policy.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE03Design Architecture

Translate the control objectives to architecture principles and perform a fit/gap analysis.


translated the control objectives to architecture principles and performed a fit/gap analysis.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE04Detailed Design of Processes and/or Technical Solutions

Identify (existing/needed) security (aspects of) technology and processes and describe them in detail.


identified (existing/needed) security (aspects of) technology and processes and described them in detail.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.


ITSCSE05Build Secure Solutions

Apply architectural security principles to build technical, procedural, and/or organizational security controls.

Security Domain: Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity For Applied, Deep, or Expert skill level, provide three instances where you applied

architectural security principles to build technical, procedural, and/or organizational security controls.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE06Test Security Solutions

Define test objectives and test plans for security. Perform security tests.


defined test objectives and test plans for security, and performed security tests.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE07Deploy Secure Solutions

Define a deployment plan and implement that plan to deploy secure solution.


defined a deployment plan and implemented that plan to deploy a secure solution.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE08Monitor Performance and Evaluate Effectiveness

Monitor and assess security and compliance, and validate effectiveness of controls.


monitored and assessed security and compliance, and validated effectiveness of controls.In each case, please briefly describe the circumstances, your role, and the deliverables you created.For General skill level, please describe your level of knowledge and how you obtained it.

ITSCSE09Manage Security

Manage security, having fulfilled, for example, one of the following functions: Security Incident Response: Perform root-cause analysis and make recommendations for

avoidance of similar incidents. Security Compliancy: Implement compliancy technologies or processes and follow up on

deviations. Security Officer: Manage security policies, advise on security.

Security Domain: Skill Level you claim:


From (mm/yy) To (mm/yy) Project or Major Activity For Applied, Deep, or Expert skill level, provide three instances where you managed security, having fulfilled, for example, one of the following functions:

Security Incident Response Security Compliancy Security Officer

In each case, please briefly describe the circumstances, your role, and the results you achieved.For General skill level, please describe your level of knowledge and how you obtained it.

2.2.5 Service Management DeliveryITSCSMD01Respond to Business Changes

Grow and/or improve service management in response to changes in the client (internal or external) business.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you grew and/or improved service management in

response to changes in the client (internal or external) business.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSMD02Manage Cost

Manage the cost of the service including forecasting, monitoring, reporting, and improvement.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed the cost of the service including

forecasting, monitoring, reporting, and improvement.In each case, please briefly describe the circumstances, your role, and the forecast and actual results you achieved.

ITSCSMD03Manage Service Management Functions

Manage the planning, implementation, and customization of complex service management functions for clients (internal or external). Indications of complex service management functions are multiple SLAs, global, and/or distributed delivery, multiple clients, multiple services.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed the planning, implementation, and

customization of complex service management functions for internal or external clients.In each case, please briefly describe the circumstances, the nature of the complexity, and the results you achieved.

ITSCSMD04Create or Significantly Enhance Strategy

Create or significantly enhance a strategy that allows the service management functions to be open and flexible to future needs and changes in either business or technological directions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you created or significantly enhanced a strategy that

allowed the service management functions to be open and flexible to future needs and changes in either business or technological directions.In each case, please briefly describe the circumstances, your role, the strategy you created, and how it allowed the service management functions to be open and flexible to future needs.


ITSCSMD05Use Industry Standard Methods

Use an industry standard method such as ITIL, ITPM, BSP, or any other system of best practices or mixture thereof, to establish or significantly enhance service management capabilities.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used an industry standard method such as ITIL,

ITPM, BSP, or any other system of best practices or mixture thereof, to establish or significantly enhance service management capabilities.In each case, please briefly describe the circumstances, your role, the method, and the capabilities you established or enhanced.

ITSCSMD06Define Recovery Plans

Define and document detailed plans for the recovery of services/components to meet SLAs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined and documented detailed plans for the

recovery of services/components to meet SLAs.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSMD07Define, Configure, or Establish Service Management Processes

Define, configure, or establish service management processes: Configuration Management Change Management Release Management Incident Management Problem Management Availability Management Asset Management Service Continuity Capacity Management Service-level Management Security Management

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined, configured, or established one or more

of the listed service management processes.In each case, please briefly describe the circumstances, your role, the process(es), and the results you achieved.

ITSCSMD08Respond to Changes in Technology

Grow and/or improve service management in response to changes in technology.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you grew and/or improved service management in

response to changes in technology.In each case, please briefly describe the circumstances, your role, and the results you achieved.

ITSCSMD09Define and Manage the Application of a Quality Framework or CSI

Define and manage the application of a quality framework or Continuous Service Improvement (CSI) to meet SLAs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you defined and managed the application of a

quality framework or Continuous Service Improvement (CSI) to meet SLAs.In each case, please briefly describe the circumstances, your role, the approach you took, and the results you achieved.


ITSCSMD10Manage Implementation and Use of Management Tools

Define and manage the application of a quality framework or Continuous Service Improvement (CSI) to meet SLAs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed the implementation and use of

management tools to support service management processes, in the context of operational control, growth, planning, resiliency, and recoverability.In each case, please briefly describe the circumstances, your role, the tool(s), and the results you achieved in the context of operational control, growth, planning, resiliency, and recoverability.

2.2.6 Service Management ConsultingITSCSMC01Respond to Business Changes

Advise on growth and/or improvement in service management in response to changes in the client (internal or external) business.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised on growth and/or improvement in

service management in response to changes in the client (internal or external) business.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSMC02Advise or Perform Service Management Functions

Advise on growth and/or improvement in service management in response to changes in the client (internal or external) business.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised or performed planning,

implementation, and customization of service management functions for internal or external clients.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSMC03Advise on the Creation or Significant Enhancement of a Strategy

Advise on the creation or significant enhancement of a strategy that allows the service management functions to be open and flexible to future needs and changes in either business or technological directions.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised on the creation or significant

enhancement of a strategy which allows the service management functions to be open and flexible to future needs and changes in either business or technological directions.In each case, please briefly describe the circumstances, your role, the advice you gave, and how it allowed the service management functions to be open and flexible to future needs.

ITSCSMC04Use Industry Standard Methods

Advise on and select an industry standard method such as ITIL, ITPM, BSP, or any other system of best practices or mixture thereof, to establish or significantly enhance service management capabilities.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised on and selected an industry standard

method such as ITIL, ITPM, BSP, or any other system of best practices or mixture thereof, to establish or significantly enhance service management capabilities.In each case, please briefly describe the circumstances, your role, the method, and the capabilities you established or enhanced.


ITSCSMC05Advise on Recovery Plans

Advise on the definition and documentation of detailed plans for the recovery of services/components to meet SLAs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised on the definition and documentation of

detailed plans for the recovery of services/components to meet SLAs.In each case, please briefly describe the circumstances, your role, and the deliverables you created.

ITSCSMC06Advise on Service Management Processes

Advise clients (internal or external) on the definition, configuration, or establishment of service management processes:

Configuration Management Change Management Release Management Incident Management Problem Management Availability Management Asset Management Service Continuity Capacity Management Service-level Management Security Management

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised clients (internal or external) on the

definition, configuration, or establishment of service management processes.In each case, please briefly describe the circumstances, your role, the process(es), and your advice.

ITSCSMC07Respond to Changes in Technology

Advise on growth and/or improvement in service management in response to changes in technology.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised on growth and/or improvement in

service management in response to changes in technology.In each case, please briefly describe the circumstances, your role, and your advice.

ITSCSMC08Advise on the Application of a Quality Framework or CSI

Advise on the application of a quality framework or Continuous Service Improvement (CSI) to meet SLAs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised on the application of a quality

framework or Continuous Service Improvement (CSI) to meet SLAs.In each case, please briefly describe the circumstances, your role, and your advice.

ITSCSMC09Advise, Select, and Implement Management Tools

Advise, select, and implement management tools to support service management processes, in the context of operational control, growth, planning, resiliency, and recoverability.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you advised, selected, and implemented management tools to support service management processes, in the context of operational control, growth, planning, resiliency, and recoverability.In each case, please briefly describe the circumstances, your role, your advice, the tool(s), and the results you achieved in the context of operational control, growth, planning, resiliency, and recoverability.

2.2.7 Service Management OperationsITSCSMO01Respond to Business Changes

Respond to changes in the (internal or external) client’s business by adapting and/or improving service management.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you responded and adapted to the growth and/or

improvement in service management in response to changes in the client’s (internal or external) business.In each case, please briefly describe the circumstances, your role, and the changes you made.

ITSCSMO02Manage Cost

Manage the cost of the service including forecasting, monitoring, reporting, and improvement.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you managed the cost of the service including

forecasting, monitoring, reporting, and improvement.In each case, please briefly describe the circumstances, your role, and the forecast and actual results you achieved.

ITSCSMO03Use Industry Standard Methods

Use an industry standard method such as ITIL, ITPM, BSP, or any other system of best practices or mixture thereof, to meet SLAs and or achieve KPIs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used an industry standard method such as ITIL,

ITPM, BSP, or any other system of best practices or mixture thereof, to meet SLAs and/or achieve KPIs.In each case, please briefly describe the circumstances, the method or best practice, and the results you achieved (SLAs or KPIs).

ITSCSMO04Respond and Adapt to Changes to Service Management Functions

Respond and adapt to changes in planning, implementation, and/or customization of service management functions for clients (internal or external).

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you responded and adapted to changes in planning,

implementation, and/or customization of service management functions for internal or external clients.In each case, please briefly describe the circumstances, your role, and the responses/adaptations you introduced.

ITSCSMO05Maintain and Validate Recovery Plans

Maintain and regularly validate detailed plans for the recovery of services/components to meet SLAs.



From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you updated and validated detailed plans for the recovery of services/components to meet SLAs.In each case, please briefly describe the circumstances, your role, the changes you made, and the validation you performed.

ITSCSMO06Provide Support using Service Management Processes

Provide client support using three or more of the following service management processes: Configuration Management Change Management Release Management Incident Management Problem Management Availability Management Asset Management Service Continuity Capacity Management Service-level Management Security Management

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you provided support using service management

processes.In each case, please briefly describe the circumstances, your role, the process(es), and the results you achieved.

ITSCSMO07Respond to Changes in Technology

Respond to changes in the (internal or external) client’s technology by adapting and/or improving service management.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you responded and adapted to the growth and/or

improvement in service management in response to changes in technology.In each case, please briefly describe the circumstances, your role, and the changes you introduced.

ITSCSMO08Apply Quality Framework or CSI

Apply quality framework or Continuous Service Improvement (CSI) to meet SLAs.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you applied a quality framework or Continuous

Service Improvement (CSI) to meet SLAs.In each case, please briefly describe the circumstances, your role, the approach you took, and the results you achieved.

ITSCSMO09Use Management Tools

Use management tools to support service management processes, in the context of operational control, growth, planning, resiliency, and recoverability.

Skill Level Required: Deep Skill Level you claim:From (mm/yy) To (mm/yy) Project or Major Activity Provide three instances where you used management tools to support service

management processes, in the context of operational control, growth, planning, resiliency, and recoverability.In each case, please briefly describe the circumstances, your role, the tool(s), and the results you achieved in the context of operational control, growth, planning, resiliency, and recoverability.


3. COMPLIANCE WITH EXPERIENCE REQUIREMENTS

See Section 3.7 of the Open CITS: Conformance Requirements.

EC01Experience in the IT Industry

Candidates should have sufficient experience in the IT industry to demonstrate repeated success in meeting the Core Foundation Skills.This requires eight (8) years of work experience in IT in the last 12 years (excluding time spent under tuition).Guidance to Candidates: In the table below, summarize sufficient of your work history in IT to demonstrate eight (8) years of work experience in the last 12 years.

EC02Experience in the Technical Focus Area/Stream

Candidates should have sufficient experience as IT Specialists in their chosen Stream to demonstrate repeated success in the use of the required skills. This requires three (3) years of experience in the Stream in the last five (5) years and five (5) years of experience in projects involving two (2) or more Streams in the last eight (8) years (excluding time spent under tuition). A multi-stream project may contribute to both parts of this requirement if your work was in your own streamGuidance to Candidates: In the table below, briefly summarize your work history in your chosen Stream, showing clearly how you meet the requirements.

EC03Experience in the Client Focus Area

Candidates should have sufficient experience as IT Specialists in their chosen Client Focus Area to demonstrate repeated success in the use of the required skills.This requires three (3) years of work experience in their Client Focus Area in the last five (5) years (excluding time spent under tuition).Guidance to Candidates: In the table below, briefly summarize your work history in your chosen Client Focus Area, showing clearly how you meet the requirements.

Please note that there is no benefit to you in describing more than the required amount of experience. Note also that, if applicable, you may use one project/activity to demonstrate contribution to any combination of EC01, EC02 and EC03.

From (mm/yy)

To (mm/yy)

Project or Major Activity

Months of experience in IT (EC01)

Months in your Stream (EC02)

Months involving 2 or more Streams (EC02)

Streams(s) involved

Months in your Client Focus Area (EC03)

Description of Qualifying ExperienceReference may be made to the Experience Profiles, or Candidates may provide brief descriptions of work efforts that demonstrate compliance.

Total months:


References are required to substantiate the experience cited in response to EC02 and EC03 (not EC01). Please include letters or emails from your references at the end of your Certification package (Section 7) and provide, in the table below, their names and contact details so that they may be contacted to verify your participation and contribution in each of the above experiences in which you claim experience against EC02 and EC03.

For direct certification, references may be customers/clients or Master Certified IT Specialists who are not the Candidate’s immediate manager.Project or Major Activity

Name and Position/Job Titleof Reference

Your References will be contacted. Please provide current addresses, phone numbers, and email addresses.

EC04Experience with Successful Project/Engagement Delivery

Candidates must have acted in a leadership role in at least three engagements. At least two of the three engagements must have been in connection with projects that met their acceptance criteria.

From (mm/yy) To (mm/yy) Project or Major activity Description of three or more Qualifying ExperiencesReference may be made to the Experience Profiles, or Candidates may provide detailed descriptions of work efforts that demonstrate compliance with this criterion. You may use projects that you have also used in response to EC01, EC02 or EC03 above

4. PROFESSIONAL DEVELOPMENTPD01Training in Project Management

During the last three years you must have completed training in project management either through attendance at a taught course, or through self-study.

Course Date (mm/yy)

Course Description Description of Qualifying Course or Self-Study Program or Material.Provide the date and name of the course or self-study program or material, along with a description of the course or self-study objectives and content.

PD02Knowledge of the Technology, Trends, and Techniques in the IT Industry

Candidates must provide a written description of the activities they have undertaken to maintain their knowledge of the technology, trends, and techniques in the IT industry.Please list the activities in which you have participated in the last three (3) years. Activity is required in at least two (2) of the categories in the table below.

Category ActivityConferences AttendedPersonal ReadingFormal EducationBeing MentoredTraining CoursesRelated Professional MembershipsOther Activities


PD03Training in Technical Focus Area/ Stream and/or Client Focus Area

Candidates must undergo 40 hours/year of training at a taught course or through self-study in their Technical Focus Area/Stream and/or Client Focus Areas.Please list the training activities in which you have participated in the last three (3) years.

Dates Hours Course Provider and Subject

5. CONTRIBUTIONS TO THE IT SPECIALIST COMMUNITYCC01Contribution to the IT Specialist Profession

Candidates must make contributions to the IT Specialist profession; for example, mentoring, publications, teaching, research collaboration, or participation in professional organizations.Please list activities in which you have participated in the last three (3) years. Contribution is required in at least three (3) of the categories in the table below.

Category Your ContributionMentoringPublicationsTeachingResearchRelated Professional MembershipsOther Activities

6. EXPERIENCE PROFILES

The following pages provide a template for your Experience Profiles. You are required to provide three Experience Profiles, and you may provide up to five.

An Experience Profile is a coherent written description of a project or engagement that provides you with the opportunity to show how you perform as an IT Specialist, and enables a Certification Board to understand and question your thought processes and decisions.

See Section 4.1 of the Open CITS Conformance Requirements and, in particular, the table which lists specific attributes (EXP01 – EXP05) that each of your Experience Profiles should demonstrate.

Please also note that:

Candidates must provide three Experience Profiles describing projects undertaken within the five (5) years preceding an application, at least two of which must have been undertaken in the last three (3) years. Projects over two (2) years long may be used for multiple Experience Profiles under either of the following conditions:

The project had clearly-defined work efforts which took place in parallel, each with their own solution development and design activities and their own deliverables.

The project had clearly-defined phases that were executed in succession, each with its own solution development and design activities and deliverables. Note that a second project phase that constructs and implements the solution developed by the first phase does not meet this requirement.

When writing your Experience Profiles please provide your own thoughts – do not just copy project documentation. Diagrams from the project documentation may be helpful, but the text should be in your own words.


Please use the first person in your discussion, so it is clear to reviewers what you did versus what others did – say “I did X” rather than “X was done”.

Note that even in discussing what some other project member did you can demonstrate your thinking as an IT Specialist.

Diagrams may be helpful, but please ensure they are relevant, readable, and help the Board members to understand what you did on the project.

Focus on quality rather than quantity. If you provide more than three Experience Profiles, copy the Profile template as needed. Remember, you must stay within the 40-page limit.

Experience Profile Summary

Profile Name Start Date End DateProject met Acceptance Criteria? (EC04, EXP03)

Profile 1 mm/yy mm/yy Yes/NoProfile 2 mm/yy mm/yy Yes/NoProfile 3 mm/yy mm/yy Yes/No

6.1 Experience Profile 1: <project name>

6.1.1 Project Summary

6.1.1.1 Identification

Client NameNature of ProjectLocation of ProjectName of your Employer

6.1.1.2 Duration

From To

Total Project Duration mm/yy mm/yyYour Involvement mm/yy mm/yy

6.1.1.3 Resources

Your Team Client Subs

Project Team size nn nn nnSize of Team led by you nn nn nn

6.1.1.4 Personal Involvement

Please list the phases of the project in which you were personally involved.Start Completion Phase Description

mm/yy mm/yymm/yy mm/yymm/yy mm/yymm/yy mm/yy

6.1.1.5 Describe your role(s) and responsibilities, including the leadership aspects


6.1.2 Business Opportunity or Problem

6.1.2.1 Describe the business opportunity or problem(s) this project addressed and how it related to the (internal or external) client’s needs

6.1.2.2 Describe the scope and complexity of the problem

6.1.2.3 Describe your relationship and communications with client management/user management/end users

6.1.3 Solution

6.1.3.1 Discuss your contribution to the solution, project, or engagement including the rationale behind key choices (please enumerate the alternatives you considered and your reasons for their rejection)

6.1.3.2 Enumerate and describe the key decisions you made, and the reasons for making them as you did

6.1.3.3 Describe the design method you used on this project and the rationale for its selection

6.1.3.4 List the design tools you selected for use on this project and discuss the rationale for their selection

6.1.3.5 List the major deliverables of the project that you were responsible for or contributed to, and summarize the reason for their inclusion

6.1.4 Results

6.1.4.1 Was your solution implemented? If so, describe the role, if any, you had in the implementation. If not, explain why not.

6.1.4.2 Assess the overall success or failure of the project – comment on client satisfaction, attainment of objectives, and ultimate versus proposed cost and schedule

6.1.4.3 Assess the success or failure of the Stream-specific aspects of the project


6.1.5 Lessons Learned

6.1.5.1 In retrospect, what might you have done differently on this project and what lessons did you learn?





6.2.1.2 Duration

From To


6.2.1.3 Resources












6.2.3 Solution

6.2.3.1 Discuss your contribution to the solution, project, or engagement, including the rationale behind key choices (please enumerate the alternatives you considered and your reasons for their rejection)





6.2.4 Results











6.3.1.2 Duration

From To


6.3.1.3 Resources











6.3.3 Solution

6.3.3.1 Discuss your contribution to the solution, project, or engagement, including the rationale behind key choices (please enumerate the alternatives you considered and your reasons for their rejection)






6.3.4 Results






7. REFERENCES

Please insert your references here. Please make sure they print with this document (for example, inserted PDF files may not print).

If you are applying for the Security Stream, and hold a recognized certificate from another program, please insert a scan of the certificate after your references.


Documents

Certification Package template V2.2.0€¦ · Web viewPD03 Training in Technical Focus Area/ Stream and/or Client Focus Area Candidates must undergo 40 hours/year of training at a