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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.