Prepare to implement Problem Management
Risks to the implementation of Problem Management Impact of implementing Problem Management Identify the users of Problem Management Identify who will staff Problem Management Plan your Problem Management training
  • Good Problem Management relies to a great extent on an implemented and efficient incident management process. So it is sensible to implement Problem Management either in parallel with, or after Incident Management
  • If resources are scarce, it is advisable to concentrate on the implementation of problem and error control (reactive Problem Management). When these activities reach maturity, resources can be directed to proactive Problem Management which depends largely on the successful implementation of network monitoring and preventative maintenance
  • Smaller schools can introduce reactive Problem Management by focusing daily on the 'top ten' incidents of the previous week. This can prove to be effective, since experience shows that 20% of problems cause 80% of service degradation!


Risks to the implementation of Problem Management
The benefits of Problem Management can be weakened by:
    • absence of a good incident control process, and thus the absence of data about incidents (necessary for the correct identification of problems)
    • lack of management or leadership commitment, so that technical support staff cannot allocate sufficient time to problem solving activities
    • the undermining of the role of the service desk. All incident reports must come through the Service Desk and not direct to the technician, as difficulties will arise if the Service Desk is dealing with multiple reports of incidents and the technician is not fully aware of the extent of the problem
    • failure to set aside time to build and update the call log or incident sheets will restrict the delivery of benefits
    • an inability to determine accurately the impact on the school of incidents and problems - consequently the critical incidents and problems are not given the correct priority.

Impact of implementing Problem Management
  • An effective system to log incidents, is fundamental for the success of Problem Management.
  • Setting achievable objectives and making use of the problem solving talents of existing staff is a key activity. Consider 'part-time' Problem Management, whereby staff set aside periods when they will look at problems away from the daily fire-fighting pressures.
  • In view of the potentially conflicting interests between incident Management and Problem Management, good sense should prevail. Support staff should be aware of the importance of balancing activities between the two. For example -  if the equipment is required now and a workaround is available, implement it and ensure that time is set aside to resolve the problem at the end of the school day.

Identify the users of Problem Management
The users of Problem Management will be the staff running the Service Desk and Incident Management processes. It could be said that all users of Incident Management are ultimately users of Problem Management, however, it is the decision of the Service Desk and technician to refer an incident to the Problem Management process.
Identify who will staff Problem Management
Problem Management is a specialised process requiring a good grounding in technical support. It is expected that technicians will staff Problem Management with input from specialists where possible. Specialist input or subscription to a support service may form part of a schools contract with a supplier.

Plan your Problem Management training
The training plan for Problem Management should concentrate on the Service Desk and technician. Users should be notified that a Problem Management process is to be introduced and how it will work, but they should not require any training.
  • Ensure the Incident Management process is understood.
  • Train the service desk role how to progress a call from an incident to a problem.
  • Train the service desk role to identify patterns of incidents to indicate a problem.
  • Train the service desk role to record incident details in a way that will help a technician. This will be evident from feedback from the technician after the first few problems have been passed through the Problem Management process.
  • Decide on the costs involved in Problem Management and produce a guide for the technician on the amount of time to allocate to resolving a problem.