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Poster 02 · Tailoring
PMBOK® Guide — 7th Edition · Section 3

Executive Summary

The one-screen brief: what tailoring decides, the four numbers that frame it, and what separates a tailored approach from a templated one.

5
Aspects to tailor
Life cycle · processes · engagement · tools · methods & artifacts
4
Steps in the process
Select → Organisation → Project → Improve
8
Performance domains
Each adapted to the project context
3
Project attribute sets
Product/deliverable · team · culture
The governing idea — design the approach from the project’s context and objectives using “just enough” process to produce the desired outcome while maximising value, managing cost and enhancing speed.

Tailored approach ✓

  • Chosen for this project’s size, criticality and complexity.
  • Rigor matched to risk and consequences.
  • Iterative — refined as the team learns.
  • Stakeholders helped shape it → commitment.

Templated approach ✗

  • Methodology applied verbatim, ignoring context.
  • Too much or too little process for the work.
  • Fixed once, never revisited.
  • Imposed → low ownership, more waste.

Bottom line

Tailoring is the difference between a method that helps and one that hinders. It is driven by the project-management principles, organisational values and culture; bounded by governance; and applied across all eight performance domains. Done well, it raises performance and the probability of success.