Poster 13 · Tailoring
PMBOK® Guide — 7th Edition · §3
Practical Applications
Tailoring in the real world — six scenarios with the lever to pull, plus a practitioner’s checklist.
Criticality → rigor
Reactor vs office block
Critical work demands far more checks, balances & reporting than a routine build.
Lever: add inspections & QA on the high-criticality end.
Size → coordination
10 vs 200 people
Communication that suits ten falls apart at two hundred.
Lever: add structure & integration as the team grows.
Mixed work → hybrid
New data centre
Predictive construction plus iterative computing capability.
Lever: tailor approach per workstream.
Distributed team
Across time zones
Geography changes which tools, cadences & engagement work.
Lever: modify tools & engagement for distance.
Lean delivery
Small, colocated, high-trust
Strong communication means low-value overhead can go.
Lever: remove non-economical process.
Regulated context
Low risk-appetite org
Keeps more procedures; a high-tolerance peer keeps fewer — both optimise risk.
Lever: align process density to risk appetite.
A practitioner’s tailoring checklist
- Analyse the environment first — context, goals, conditions before adjusting anything.
- Select the approach with a suitability filter (predictive / hybrid / adaptive).
- Tailor for the organisation within governance; get PMO/VDO review where external groups are affected.
- Tailor for the project via product, team & culture — add, remove, blend, align.
- Communicate the decisions so each member knows the methods for their role.
- Inspect & adapt at reviews, gates & retrospectives — tailoring is continuous.