Tailoring the Processes

Joseph Phillips
A free video tutorial from Joseph Phillips
PMP, PMI-ACP, Project+, ITIL, PSM I, CTT+
4.5 instructor rating • 32 courses • 347,775 students

Lecture description

Chances are that you follow a prescribed methodology to manage projects where you work. Your work environment uses names for some of these processes that differ slightly from those presented here and in the PMBOK Guide, and that’s perfectly fine. The methodology that your organization uses to manage projects is just that—a method. The PMBOK Guide is not a methodology, but a guide to the best practices of project management. The flexibility of the PMBOK Guide and project management is beautiful, when you think about it. Okay, maybe “beautiful” isn’t the best word, but the flexibility works. The processes and approaches that you utilize in your project management approach involves tailoring of the processes, and that’s what’s needed in every project. Tailoring enables you to choose what processes should be used on a project and to what depth the processes should be used.

Learn more from the full course

CAPM Exam Prep Seminar - PMBOK Guide, Sixth Edition

Pass the CAPM and Earn 25 Contact Hours to Qualify for the CAPM Exam

23:32:55 of on-demand video • Updated November 2019

  • You will get all the resources you need to pass the PMI CAPM certification exam.
  • You will earn 25 exam contact hours from a PMI Registered Education Provider.
  • You will be able to discuss the PMBOK Guide 6th edition with confidence.
  • Explain the project management processes
  • Discuss the project management knowledge areas
  • Demonstrate the formulas, charts, and theories of project management
  • Calculate float for complex project network diagrams
  • Memorize the formulas for earned value management
  • Compare and contrast processes, knowledge areas, theories, and project management best practices
  • Complete hands-on assignments and exercises
English [Auto] Let's talk about tailoring the project management processes you already know that you don't have to use every process on every project. But then we also have to make a determination as to what depth we should utilize the processes that are selected and then we can even tailor those processes to fit the type of projects that we're managing or our organization or what's most important to us in our project or endeavor. So let's talk about tailoring the processes. First off there are four key facts that we need to know. The first one is what processes are we going to use on the project. So I know I don't have to use all the processes but which ones should I use or will we be using in this project. The second one is to what depth. So if we know we have to do a managed quality process. But what does that mean exactly to what depth. To what extent are we going to do risk analysis of qualitative and quantitative risk analysis to what depth if it's a large high profile project. Typically I'm going to go deeper and more intense in those processes. A small low priority project pretty high level I don't either invest a lot of time at all these processes. So depending what the project is the priority of the project and the process that we selected will make a determination as to how intense to what depth to what extent do we do that process. We already know Step 3 Not every process is needed on every project. So that's a given. Now we've got that down. Typically though Step 4 The larger the project the more processes are likely. So the bigger the project probably you're going to touch a lot more processes than a small project. A few more things about tailoring in the Pinback guy throughout the Pinback I will see this idea of tailoring a process or tailoring processes and these will be in the different knowledge areas chapters starting in chapter 4 on integration management all the way to 13 on stakeholder management. So what we'll see here Step 1 will be knowledge areas. So each knowledge area will be some tailoring that can happen. We know processes step to here processes live inside of knowledge areas and then step three Tailleur those to fit your project. So it's the project the priority the project the characteristics of the project that will tell us which processes we need and to what extent do we need those processes and then step number for the fourth thing to know throughout the Pinback guide as I mentioned we'll see an opportunity to do tailoring. So just be aware that don't let that throw you actually knew through these chapters and tailoring comes back again every knowledge area every process has an opportunity to be tailored. All right I'll see you in the next lecture.