TIPA Assessment in Practice

The assessment approach used in TIPA defines an assessment project with six clearly established phases.


The TIPA assessment method provides a step-by-step description for each of these phases. Each phase is summarized in a quick reference card with a purpose, objectives, roles involved, inputs, outputs, supporting tools, and tailoring instructions.

Definition Phase Quick Reference Card

Purpose: To define the scope of the assessment project, to identify the key actors, to agree on a Service Offer and to agree on the Assessment Scope Agreement.

  • SPO Assessment Sponsor
  • SALE Sales Manager
  • LEAD Lead Assessor
  • COO Assessment Coordinator
  • Request for information on IT Service Management processes assessment
  • Client requirements
  • O1. Agree on a Service Offer
  • O2. Agree on the Assessment Scope
  • T1. Standard TIPA assessment presentation
  • T2. Service Estimation tool
  • T3. Service Offer template
  • T4. TIPA Method Checklist
  • T5. Checklist for Assessment Coordinator
  • T6. Checklist for Context Discovery
  • T7. Interview Planning and Follow-up template
  • T8. Assessment Team availability template
  • T9. Assessment Scope Agreement template
  • D1. Service Offer
  • D2. Collected information on context
  • D3. Interview Planning
  • D4. Assessment Team Availability
  • D5. Assessment Scope Agreement
TAILORING  If the assessment project is performed by an internal team, there is no need to prepare and agree on a formal Service Offer. In that case, tasks DEF.6 and DEF.7 (see section 4.4.3 for details) can be skipped. In the case of an internal assessment, some aspects of the context discovery could be skipped in task DEF.10.
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