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Poster 04 · Tailoring
PMBOK® Guide — 7th Edition · Section 3 vocabulary

Core Concepts & Definitions

The terms you need to discuss tailoring precisely — what each means and why it matters.

Definition

Tailoring

Intentional adaptation of approach, governance & processes to suit the environment and the work — on every project.

Principle

“Just Enough”

Only as much process, method & artifact as needed — maximise value, manage cost, enhance speed.

Concept

Methodology

A system of practices, techniques & rules. Informs tailoring but is rarely applied verbatim.

Constraint

Competing Demands

Speed, cost, value, quality, compliance, stakeholder expectations, adaptability — to be balanced.

Building block

Model

A thinking strategy that explains a process, framework or phenomenon.

Building block

Method

The means for achieving an outcome, output, result or deliverable.

Building block

Artifact

A template, document, output or deliverable — tailored to fit the project.

Tool

Suitability Filter

Weighs culture, team & project factors to suggest predictive, hybrid or adaptive.

Governance

PMO vs VDO

PMO reviews/approves (oversight). VDO enables & coaches (adaptive orgs).

Principle

Inspect & Adapt

Review points, phase gates & retrospectives reveal where to tailor further.

Boundary

Tailoring Bounds

Policy, safety-critical needs or contracts can mandate a specific approach.

Driver

Context & Culture

Principles, values & culture steer the choices — e.g. “customer-centric” shapes methods.

How the building blocks connect

Model
explains
Method
achieves
Artifact
records
Deliverable