3.1 Tailoring: Adapting PMBOK® with Principles for Your Project

Phase 3: Application – Principles and Domains Driving Professional Results

Why Tailor? Optimize value, manage constraints, fit culture/team, address complexity/risk. One size never fits all. (See Principle 7).

How to Tailor Using Principles:

1. Select Initial Approach (Principle: Tailor Based on Context): Use project characteristics (complexity, uncertainty, change frequency, delivery needs, team experience, regulation) to choose a starting lifecycle (Predictive, Iterative, Incremental, Adaptive, Hybrid). Consider factors like regulation or team maturity.
2. Adjust for Organization (Principle: System Interactions): Align with existing governance, methodologies, tools. Understand organizational influences (PMO type, VDO).
3. Adjust for Project Specifics (Principle: Tailor Based on Context): Fine-tune processes, artifacts, cadence based on size, complexity, team distribution, risks.
4. Inspect & Adapt (Principle: Adaptability & Resiliency): Use retrospectives to continuously improve the tailored approach.

Practical Application: Your role includes leading the tailoring assessment, justify choices, ensure team understanding, facilitate adaptation.