Knowledge Train | ITIL Foundation
Instructor-led

ITIL 4 Strategist: Direct, Plan & Improve (DPI) course

3-day ITIL 4 Strategist: Direct, Plan & Improve (DPI) training courses with exam.

Acquire practical skills with our ITIL 4 Strategist: Direct, Plan & Improve (DPI) training course to optimise workflows, align strategies, and drive continuous improvement through Agile and Lean methodologies.

Certified by AXELOS
Exam:
Manual:
Duration: Instructor-led: 3 days

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Benefits

The ITIL 4 Strategist: Direct, Plan & Improve (DPI) certification empowers you to realise these benefits:

  • Industry-recognized certification to excel in IT service management.
  • Employers’ first choice for IT service management and support roles.
  • New career opportunities in the evolving tech landscape.
  • Strategic mastery of digital and IT strategies aligned with business goals.
  • Leadership enhancement promoting innovation and continuous improvement.
  • Organizational impact through strategic advancements and operational excellence.

ITIL 4 Strategist Direct, Plan & Improve (DPI) course includes

The ITIL 4 Strategist Direct, Plan & Improve (DPI) classroom training comes with:

  • Training and exam preparation from an approved trainer
  • Pre-course study materials
  • A Full Course Manual
  • ITIL 4 Strategist DPI exam with 1 free resit
  • You will receive a digital copy of the ITIL 4 Official Core Guidance when you book your exam
  • Sample exams
  • ITIL 4 Strategist DPI certification (on passing the exam)
  • Professional CV writing service with 1 year free update
  • 1 month free subscription to the Business Learning Library (BLL)™.
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The ITIL 4 Strategist Direct, Plan & Improve (DPI) course details

Who should study ITIL 4 Strategist DPI training course?

The ITIL 4 Strategist: Direct, Plan & Improve (DPI) classroom course is ideal for professionals looking to drive strategic improvements and align IT strategies with business goals:

  • Continuous Improvement and Change Managers enhancing operational transformations.
  • IT Operations and Capacity Managers optimizing service delivery and resource allocation.
  • Cloud and Enterprise Architects integrating ITIL and cloud solutions for strategic objectives.
  • Risk, Information Security, and Compliance Managers ensuring regulatory compliance and risk management.

Course times

The ITIL 4 Strategist: Direct, Plan & Improve (DPI) course
  • 3 days course: 9:00 am – 5:00 pm
  • 1-2 hours of homework to be completed after each day
  • 2-3 hours of pre-course study to be completed before joining the course.
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itil-strategist-dpi-course

The ITIL 4 Strategist: Direct, Plan & Improve (DPI) course

Learning outcomes

Gain the skills to effectively plan and execute strategies that drive digital and IT organizational success, ensuring you’re equipped to lead change and enhance efficiency.

  • Master essential practices for strategic planning and execution.
  • Learn governance, risk assessment, and continual improvement principles.
  • Develop strategic planning capabilities for IT service management.
  • Foster a culture of improvement and adaptability within ITSM.

Curriculum

Our ITIL 4 Strategist: Direct, Plan & Improve (DPI) training course will cover the following topics:

  • Understand the key concepts of direct, plan & improve
  • Understand the scope of what is to be directed and/or planned, and know how to use key principles and methods of direction and planning in that context
  • Understand the role of Governance, Risk and Compliance (GRC) and know how to integrate the principles and methods into the service value system
  • Understand and know how to use the key principles and methods of continual improvement for all types of improvements
  • Understand and know how to use the key principles and methods of communication and organisational change management to direction, planning and improvement
  • Understand and know how to use the key principles and methods of measurement and reporting in direction, planning and improvement
  • Understand and know how to direct, plan and improve value streams and practices
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itil-strategist-dpi-exam

The ITIL 4 Strategist Direct, Plan & Improve (DPI) exam

The ITIL 4 Strategist DPI exam assesses your understanding of the concepts, methods and principles of DPI and ability to demonstrate application of these concepts.

  • Style: Multiple-choice
  • Questions: 40
  • Pass mark: 70% (28/40)
  • Duration: 90 minutes
  • Materials allowed: Closed-book
  • Prerequisites: ITIL Foundation
  • Timing: At any time after completing the course
  • Results: Same day.

How to find us

20 Old Bailey, London, EC4M 7AN,
England, United Kingdom.

Call +44 (0)207 148 5985

Opening hours

Monday to Friday – 09:00 to 17:15

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IT Learning Library™ online training

ITIL Direct, Plan, Improve and continual improvement

ITIL Direct, Plan, Improve provides a framework for IT service management and continual improvement. Direct planning and direct improvement approaches support organisations in aligning IT strategy with business analysis. The ITIL direct plan improve module covers quality management, project management, leadership, and governance, risk, and compliance (GRC). Risk management is embedded through COBIT, ensuring organisations meet governance and compliance needs.

ITIL plan improve strategies and measurement

ITIL plan improve strategies include measurement, feedback channels, and continual improvement techniques. Training and certifications, such as those from AXELOS, help professionals achieve the ITIL direct plan certification. Direct ITIL methods incorporate data analytics, automation, and artificial intelligence to enhance quality. ITIL improvement relies on practical and strategic steps, stakeholder engagement, and effective policies.

Planning ITIL direct improvements and organisational change

Planning ITIL direct improvements involves using controls and guidelines to define requirements and criteria. Continual improvement is achieved through organisational change management and leadership. The ITIL direct planning process is supported by tools, platforms, and ongoing examination. Certification and training provide practitioners with the skills necessary for ongoing improvement and compliance.

ITIL Direct, Plan, Improve integrates project management principles to enhance service delivery.

ITIL Direct, Plan, Improve emphasises quality management to ensure consistent service excellence.

ITIL Direct, Plan, Improve provides a framework for governance, risk, and compliance to align IT services with business objectives.

ITIL Direct, Plan, Improve focuses on continual improvement to drive efficiency and effectiveness.

ITIL Direct, Plan, Improve is a cornerstone of IT service management, facilitating systematic processes and workflows.

ITIL Direct, Plan, Improve aligns with COBIT for comprehensive IT governance and control.

ITIL Direct, Plan, Improve offers insights into business analysis to support strategic decision-making.

Introduction to ITIL Direct, Plan, Improve

ITIL Direct, Plan, Improve provides a structured approach to strategic direction, governance and continual improvement for organisations that rely on IT services.

This guide explains how to adopt ITIL Direct, Plan, Improve in a practical, business-focused way that drives measurable outcomes and supports organisational change.

The content uses a consultative tone to help leaders, product owners and practitioners understand how to plan, implement and measure improvements sustainably.

Why organisations choose ITIL Direct, Plan, Improve

Many organisations adopt ITIL Direct, Plan, Improve to align IT activity with strategic priorities, to create predictable service value and to strengthen governance across portfolios.

Adoption reduces ambiguity, improves decision making and helps teams focus on outcomes such as customer satisfaction, reduced incident impact and faster recovery times.

Where regulatory or compliance demands exist, ITIL Direct, Plan, Improve clarifies roles and responsibilities and integrates risk management with planning cycles.

Core principles of effective planning

Good planning begins with clear objectives, defined metrics and an agreed governance cadence that ensures accountability and timely decisions.

Principles include stakeholder centricity, data driven prioritisation and the use of iterative cycles to test small improvements before scaling them across value streams.

The approach bridges strategic intent and operational execution, enabling leaders to adjust priorities as outcomes and risks change.

Product owner and governance responsibilities

Product owner role in strategic delivery

The product owner translates strategic direction into team priorities, balancing customer needs, technical constraints and governance requirements.

They work closely with the scrum master, project management leads and service managers to ensure delivery aligns to planned improvements and business outcomes.

Establishing governance, risk and compliance

Effective governance identifies decision rights, defines escalation paths and embeds risk and compliance checks into planning and review forums.

Risk management, including mapping and controls, should be a continuous activity integrated into planning, not an afterthought performed only at milestones.

Practical governance mechanisms

Mechanisms include a governance forum with clear terms of reference, pre-defined acceptance criteria for improvement initiatives and scheduled reviews of information security controls.

Embedding continual improvement across teams

Using Agile and Kanban practices

Kanban visualises flow, highlights bottlenecks and supports predictable throughput when combined with ITIL planning practices that set direction and priorities.

Scrum ceremonies provide a rhythm for delivery teams to inspect and adapt, while product owners maintain a prioritised backlog that aligns to strategic objectives.

Training and curriculum design

Online courses and e-learning offerings should be targeted to roles, ensuring that product owners, scrum masters and service managers have skills that map to the curriculum and certification pathways.

Training must include practical scenarios that connect theory to operations, enabling delegates to apply improvement techniques in live contexts.

Designing an improvement strategy

The improvement strategy should articulate a vision, define measurable benefits and set out a roadmap for capability uplift, training and process changes.

It must also specify how success will be measured, the data required and the reporting cadence that links operational metrics to leadership decisions.

An effective strategy prioritises initiatives that deliver early value while preparing the organisation to take on larger transformational work.

Data-driven decision-making and measurement

Choosing meaningful metrics

Metrics should reflect customer outcomes, such as time to restore service, incident reduction and user satisfaction, rather than vanity numbers that obscure performance.

Data analytics support the identification of root causes, the measurement of improvement velocity and the reporting of benefits to stakeholders and boards.

Reporting for different audiences

Reports for executives should be concise, focused on value and risk, while operational reports provide the level of detail teams need to take corrective actions quickly.

Tie metrics to governance cycles so leaders can make informed decisions about resource allocation, risk acceptance and scaling successful practices.

Integrating ITIL with digital transformation

ITIL Direct, Plan, Improve works alongside digital transformation by ensuring that strategic initiatives have governance and measurable improvement plans to manage complexity and risk.

When organisations modernise platforms, ITIL practices help maintain service continuity, manage dependencies and ensure that improvements are embedded rather than temporary fixes.

Integration with cloud, automation and DevOps practices requires careful coordination so that speed and governance complement, rather than conflict with, each other.

Leadership and stakeholder engagement

Engaging executives and sponsors

Leaders must sponsor improvement programmes, allocate resources and reinforce the governance framework so that teams can act with clarity and authority.

Sponsors are responsible for removing organisational barriers, ensuring prioritisation decisions are visible and for championing capability development across the organisation.

Communicating value to stakeholders

Communication should focus on benefits, risks and progress, using language that aligns with stakeholder priorities, whether regulatory compliance, cost control or service innovation.

Building a culture of continual improvement

A culture that supports improvement encourages experimentation, learning from failure and a relentless focus on customer outcomes rather than internal process adherence alone.

Leaders should model behaviours, reward learning, and provide opportunities for cross-functional teams to collaborate on improvement initiatives that span silos.

Embedding coaching, mentoring and role-based training helps sustain capability and spreads good practice across the organisation.

Operational techniques and tooling

ITSM tools and automation

ITSM tools provide the workflow, visibility and audit trails needed to implement controls, measure changes and report against governance requirements.

Automation reduces manual toil, increases consistency and speeds up repetitive processes, freeing teams to focus on higher value activities and improvements.

Dashboards and feedback channels

Interactive dashboards that surface KPIs, trends and exceptions help teams act quickly, while feedback channels capture customer experience and improvement ideas from users.

Managing organisational change

Change management must be pragmatic, balancing risk and speed so that improvements are adopted without disrupting critical services or creating undue operational burden.

Organisational change activities include stakeholder mapping, training plans, targeted communications and measures to assess adoption and behaviour change over time.

Alignment between the change plan and governance structures ensures that improvements are sustainable and remain aligned to strategy.

Risk, compliance and security alignment

Security and compliance are non-negotiable constraints that should be integrated into improvement planning from the outset to avoid last-minute rework or audit failures.

Mapping risks, defining controls and ensuring that privacy and regulatory obligations are considered in solution design mitigates surprises during implementation.

Regular review of risk posture, including security testing and configuration control, maintains trust with customers and regulators.

Practical implementation patterns

Pilot, evaluate, scale

Start with a pilot in a single value stream, evaluate outcomes, capture lessons and scale practices that demonstrate measurable benefit and manageable risk.

Pilots allow teams to refine acceptance criteria, reporting formats and governance interactions before a broader rollout.

Embedding learning and retrospectives

Retrospectives collect insights about what worked and what did not, and this continuous learning feeds directly back into planning cycles and training needs.

Service design and capability planning

Service design should consider capability needs, end-to-end processes and the technical architecture necessary to deliver agreed service levels.

Capability planning identifies skill gaps, training priorities and resource models that support delivery and continual improvement over time.

Aligning portfolios and value streams

Portfolio management ensures investments map to strategy, while value stream thinking focuses teams on end-to-end flow and outcome rather than isolated tasks.

This alignment helps leaders prioritise improvements that deliver the greatest customer and business value.

Training, accreditation and professional development

Accredited training, such as courses that prepare delegates for PeopleCert or similar examinations, builds credibility and provides common language across teams.

Learning paths that include classroom, virtual and self-paced study support different learning styles and accelerate capability development.

Certification is valuable, but practical application and experience remain essential to achieving meaningful improvements.

Governance forums and decision rights

Governance forums must define who decides what, the criteria for acceptance and the escalation routes for unresolved trade-offs between risk, cost and speed.

Clarity about decision rights reduces delays and ensures improvement initiatives progress with appropriate oversight and authority.

Integrating with other frameworks

ITIL Direct, Plan, Improve complements other frameworks such as PRINCE2, COBIT and Agile approaches, providing a strategic and governance overlay that supports consistent delivery.

Where organisations use multiple frameworks, focus on principles that align governance, risk and value rather than enforcing rigid, duplicative processes.

Operational resilience and continuity planning

Continual improvement must include resilience measures that ensure services remain available during incidents and that recovery plans are effective and rehearsed.

Resilience planning includes scenario testing, backup strategies and coordination with cybersecurity and infrastructure teams to protect critical functions.

Measuring improvement velocity

Improvement velocity measures how rapidly teams can deliver validated changes that produce value, balancing the need for speed with risk management.

Track cycles from idea through delivery to benefit realisation and use these insights to forecast capacity and prioritise future work.

Accessibility, inclusion and stakeholder needs

Designing services and improvements with accessibility and inclusion in mind expands reach and reduces rework while improving customer satisfaction across diverse user groups.

Engage real users during design and testing to ensure that improvements meet actual needs and do not unintentionally create barriers.

International considerations and regulatory context

Organisations operating across regions must account for differing regulatory, privacy and operational requirements, adapting controls and reporting to local needs.

Where services span countries such as the united kingdom, ireland or other european jurisdictions, legal and compliance requirements must be embedded into the improvement plan.

Practical tips for teams starting now

Begin with a short list of highest impact improvements, assign clear ownership, measure results and publish outcomes to build momentum and credibility.

Focus on quick wins that reduce operational friction and free capacity for strategic work while investing in skills that support longer term objectives.

Common pitfalls and how to avoid them

Common pitfalls include over-prescription of processes, lack of executive sponsorship and insufficient attention to capability development and change management.

Avoid these by keeping practices pragmatic, measuring outcomes and ensuring that leaders visibly support the governance and resource decisions needed for success.

Future trends in ITIL Direct, Plan, Improve

Emerging trends include greater integration of automation, data analytics and AI-assisted decision making to accelerate improvement cycles and increase predictive capability.

Organisations that combine strategic oversight with automated controls and analytics will be better placed to manage complexity at scale and to respond to changing risk landscapes.

Concluding guidance for leaders

Leaders should treat ITIL Direct, Plan, Improve as a strategic capability rather than a one-off project, investing in governance, people and measurement to sustain value over time.

Start with focused pilots, build skills through relevant training and curriculum, and use measurement to demonstrate benefits, refine priorities and scale successful practices.

With clear governance, engaged stakeholders and a culture that embraces continual improvement, organisations can reduce risk, increase resilience and deliver consistent service value.

Closing summary and next actions

To make immediate progress, appoint a product owner for the improvement programme, establish a governance forum, define three measurable objectives and select a pilot value stream for testing.

Invest in role-based training and accredited courses to build capability, use ITSM tools and dashboards to report progress, and iterate based on what the data shows.

Finally, maintain a consultative posture: involve stakeholders early, align improvements to strategy and ensure that governance supports timely decisions rather than blocking progress.

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