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SMS Starter Kit for ISO/IEC 20000-1

Free · 17 files · v1.1 · Reviewed 11 Oct 2026

  • 17 editable Word and Excel files
  • A worked example, Falcon Ridge IT Services, in every template
  • Current with ISO/IEC 20000-1:2018 and Amd 1:2024
  • A free 26-lesson course that follows the kit

No sign-up. Free to use within one organisation.

First pages of the SMS Scope Statement template and its Falcon Ridge worked example
First pages of the SLA and the management review worked examples
The clause readiness checklist from the SMS Workbook, with example data

What's included

Files in the SMS Starter Kit for ISO/IEC 20000-1
FileComponentWhat you use it for
00Read Me FirstStart here: the order of work and how the files connect
00aResponsible AI Use GuideSix rules for using AI on the kit, and how to show you followed them
01SMS Scope StatementSet the context, interested parties and the services your SMS covers
01bScope worked exampleA completed scope statement for the fictional example organisation
02Service Management PolicySet the service management policy and objectives
02bPolicy worked exampleA completed policy for the fictional example organisation
03Service Level Agreement templateAgree parties, service hours and service level targets with a customer
03bSLA worked exampleA completed SLA with availability, response and resolution targets
04SMS WorkbookReadiness checklist, risk register, audit programme, catalogue, KPIs and crosswalk
04bWorkbook worked exampleThe workbook filled in for the fictional example organisation
05AI Tailoring Prompt PackPrompts to adapt the templates with your own AI tool; every output is a draft
06SMS PlanPlan how you address risks, meet objectives and run the SMS
06bSMS Plan worked exampleA completed SMS plan for the fictional example organisation
07Management review and nonconformityRecord the management review and correct nonconformities
07bReview and nonconformity worked exampleA completed review and nonconformity record for the example
08AI-Use Log (workbook)One line per AI session: tool, data check, reviewer, approval
09Capstone RubricScore your scope, policy and one SLA out of 20 before you go further

How the kit fits together

Work through the files in this order.

  1. ScopeFile 01
  2. PolicyFile 02
  3. PlanFile 06
  4. OperateFiles 03, 04
  5. ReviewFile 07

Every file at a glance

First page of all 17 files in the kit

What you can use it for

  • Prepare for certification or a tender

    Draft the core documents before an audit or an RFP that asks for ISO/IEC 20000-1.

  • Align ITIL® practices with the standard

    Use the workbook crosswalk to map ITIL® practices to clauses and avoid duplicate work.

  • Build the SMS with your own team

    Write a first full draft in-house, with a worked example beside every template.

Learn with the free course

SMS in Practice: Implementing ISO/IEC 20000-1. 26 lessons that follow the kit.

Start the free course

Also on Udemy, with a quiz after each module

How we use AI

The templates were drafted with AI assistance, then reviewed, corrected and approved by a person before release. The AI Tailoring Prompt Pack helps you adapt them with your own AI tool: use a business account, keep personal and confidential data out, and have a competent person approve every document. AI never creates evidence; your records come from running the processes. Read the Responsible AI Charter.

Questions

Does this kit make us certified?

No. It is a starting document set, not certification or audit advice.

Do I need a copy of the standard?

Yes. The kit references clause numbers and does not reproduce the standard.

What is included and what is not?

The kit covers the core documents: scope, policy, SMS plan, SLA, management review and nonconformity, plus a workbook with a readiness checklist, internal audit checklist, service catalogue, KPI register and crosswalk. Every template has a worked example. Operational process documents for clause 8 (incident, change, problem, request, release) are not included.

Does it work with ITIL®?

Yes. The workbook includes a crosswalk from ISO/IEC 20000-1 clauses to ITIL® practices and to ISO/IEC 27001:2022 Annex A controls, so you can avoid duplicate work.

Can I use AI to tailor the documents?

Yes. The AI Tailoring Prompt Pack works with general-purpose AI assistants, and the Responsible AI Use Guide (00a) sets the rules. Use a business AI account, do not paste personal or confidential data, label every output as a draft, record its use in the AI-Use Log (08) and have a competent person review every document before approval.

Can consultants use the kit with clients?

The free licence covers internal use within one organisation. Each client organisation should download its own copy. Redistribution and resale are not allowed.

Do you collect my details?

No. There is no sign-up. The download is served by GitHub, and Brivellis sees only an anonymous total download count.

How do I check my work?

Score your scope statement, policy and one SLA with the capstone rubric (aim for 16 out of 20). It is file 09 in the kit and also a separate PDF. It is a self-assessment; nothing is uploaded. Open the capstone rubric (PDF).

Is there a course for this kit?

Yes. It is free on YouTube and on Udemy: 26 short lessons across 8 modules (about 85 minutes in total) that walk through the kit template by template. The Udemy version adds a short quiz after each module. Start the free course.

What changed in this version?

Version 1.1 rechecks every clause reference against ISO/IEC 20000-1:2018 including Amendment 1:2024. One crosswalk mapping was corrected: clause 6.3 no longer maps to ISO/IEC 27001 clause 6.3. New files: the Responsible AI Use Guide (00a), the AI-Use Log (08) and the Capstone Rubric (09). Every document now records whether AI was used and who reviewed it. The prompt pack forbids invented evidence and labels every output DRAFT. The worked example's cities are now the fictional Northport and Westbrook.

Start with the readiness checklist

Download the kit, open the workbook and score where you stand today. New walkthroughs are shared in the Brivellis Briefing.

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Free course

SMS in Practice: Implementing ISO/IEC 20000-1 (Free Course)

A free video course that walks through the kit, template by template.

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© 2026 Brivellis Technologies FZE LLC. Free to use within one organisation. No resale, redistribution or republication, in original or modified form; keep the Brivellis attribution. Permissions: [email protected].

Brivellis Technologies FZE LLC is an independent company. It is not affiliated with, endorsed by, or licensed by ISO, IEC, NIST or PeopleCert. Standards are referenced by their full designation (e.g., ISO/IEC 27001:2022) and are not reproduced. ITIL® is a registered trade mark of the PeopleCert group. All rights reserved. This material paraphrases requirements, does not reproduce any standard or regulation, and is not legal, certification or audit advice.