USM user organizations have access to a set of supporting templates and additional guidance for the deployment of USM in their organization.

Certified USM Coaches have extensively studied USM and they have additional instruments at their hand that they can use to support these user organizations in their USM deployment projects. The use of these additional instruments - the USM Deployment Toolkit -  requires a deeper understanding of the USM Method, so the Toolkit is only available to qualified USM professionals.

The instruments in USM Deployment Toolkit include:

  • the USM Deployment Plan template, covering the setup and structure of the deployment (in PRINCE2 terms, this would be called the Project Initiation Document)
  • the USM Roadmap: a detailed plan for the deployment of USM, covering each step that may be required during that journey (in PRINCE2 terms, this would be called the Project Plan)
  • a USM project setup: a specification of the project profiles in small, medium-sized, and large USM project teams
  • a template for the improvement sprints
  • USM scans, including the USM Survey, the USM Quick Scan, and USM Assessments, with the required forms and reports
  • tool selection guidance, including the requirements for USM compliance of service management tooling
  • various database structures to be used in the USM management system
  • minimum requirements for the essential components of the management system, covering standard areas of improvement
  • guidance products that can support specific challenges or goals of the deployment
  • templates for prioritization, classification, and impact analysis
  • templates for service agreements, underpinning contracts, and operational level agreements
  • templates for the USM process model, including the triggers, USM procedures and USM standard workflows
  • all graphics from the USM book, to be used for presentations during the deployment
  • slide decks for default presentations and workshops, to be used in the USM deployment project
  • architecture components, including the definitions list, building blocks, rules
  • and many templates and other documents supporting various activities of the USM deployment.

The USM Deployment Toolkit is constantly extended  in various co-creation projects of the USM Professionals. These USM Professionals are part of the USM community that meets on a monthly base in the USM Professional Meetups, and more often during the sessions of Special Interest Groups.