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Poster 09 · Tailoring
PMBOK® Guide — 7th Edition · §3

Revision Sheet

Layered recall — from a 60-second refresh to a 30-minute deep review. Read the tier that fits the time you have.

60 secCore idea
  • Tailoring = adapt approach, governance & processes to context.
  • Use “just enough” process.
  • No one-size-fits-all; it is iterative.
  • 4 steps: Select → Org → Project → Improve.
5 minFrameworks
  • What (5): life cycle/approach · processes · engagement · tools · methods & artifacts.
  • Actions (5): add · modify · remove · blend · align.
  • Engagement (3): people · empowerment · integration.
  • Project attributes (3): product · team · culture.
  • Spectrum: predictive ↔ hybrid ↔ adaptive.
30 minFull detail
  • Driven by principles, values, culture; bounded by governance; PMO oversees, VDO enables.
  • Rigor scales with criticality, size, complexity, risk; constraints incl. safety-critical & contracts.
  • Tailor all 8 domains: stakeholders, team, dev approach & life cycle, planning, project work, delivery, uncertainty, measurement.
  • Benefits: commitment, customer focus, efficient resources; outcomes: innovation, lessons, better methodology, adaptability.
  • Diagnostics: retrospectives, lessons, issues, QA stats, feedback → re-tailor.

Certification quick-fire

“Just enough”?

Maximise value, manage cost, enhance speed — not cut corners.

Who approves?

Internal → PM; external impact → PMO/VDO.

When to re-tailor?

At retrospectives, phase gates & review points.