The tailoring process

There are various ways of tailoring a system, and there’s more information about it in the coming chapters. For now, let’s focus on the tailoring process.

PMBOK 7 recommends a two-step tailoring process: first, a high-level, partial tailoring for all projects in the organization, and then a final tailoring for each project. This is so because usually there’s a lot in common among projects being done in a single organization. So, instead of leaving the whole tailoring effort to individual projects, we can simplify the process and make projects more uniform by doing the high-level tailoring at the organization level.

On the other hand, each project has its own environment, so we can’t fully tailor the systems at the organization level. That’s why the first step is only partial, and then we leave the rest to the individual projects.