4. Tailoring and adopting PRINCE2


PRINCE2 Foundation

The course is part of this learning path

Tailoring and Adopting PRINCE2

The course focuses on the components of the method and how they help to structure project delivery. Delegates should note that evening work will be assigned which is not expected to exceed two hours per night.

Specific course content will include:

PRINCE2 Overview

  • The structure of the method and the guide will be introduced before we discuss the context within which a PRINCE2 project operates.
  • Principles
  • The seven PRINCE2 principles provide the framework for managing the project and are built on good practice developed from successful and failed projects.
  • Themes and Processes


The seven PRINCE2 themes are aspects of the project that must be continually addressed and integrated as the project journeys through its life cycle.

  1. Business Case
  2. Organization
  3. Quality
  4. Plans
  5. Risk
  6. Change
  7. Progress


The seven PRINCE2 processes encompass the chronological activities that are required to direct, manage and deliver the project successfully. The activities include pre-project, initiation and delivery, and end with project closure.

  1. Starting up a Project
  2. Directing a Project
  3. Initiating a Project
  4. Controlling a Stage
  5. Managing Product Delivery
  6. Managing a Stage Boundary
  7. Closing a Project


PRINCE2® is a [registered] trade mark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved.

The Swirl logo™ is a trade mark of AXELOS Limited, used under permission of AXELOS Limited. All rights reserved


- Welcome to module four where we look at Tailoring and Adopting PRINCE2. We going to be looking at the differences between tailoring and adopting a also take a quick look at what can be tailored within the methodology and who is responsible for tailoring, so that's what we're going to look at, let's take a look at the first part, which is our definition of embedding. So embedding is the act as they say in our book of making something an integral parts of a bigger whole. So it's what the organisation needs to do in order to adopt PRINCE2 and encourage its widespread use around the organisation. So what you have then is your current working practises and you're embedding PRINCE2 firmly within the way that we're working day to day. So the challenge then is to find a way to tailor the methodology so it fits neatly within your day to day working practises so much so that people are just start using it without even thinking about it, because it's just the way we do things now. So PRINCE2 can easily be tailored to suit different environments. So if you are working in an agile way with agile delivery methods, we can take a maybe a more lightweight approach to some aspects of PRINCE2 so it fits seamlessly within those working practises. And an important question then is what can be tailored? There are some minimum requirements which we are going to take a look at as we go through the various themes. Having said that, there are some general guidelines for what can be tailored, and if we think about the processes, the different parts of our life cycle can be combined or adapted, we can add various steps along the way, if it works better for the organisation, I certainly design heavy projects have extra phases added in their life cycles. But if it works the way it is, then I guess don't change it. But if you've got a current way of working and you can PRINCE2 would work better for you. If you adjusted the PRINCE2 processes to suit your current way of working, that's perfectly fine. The themes can be applied or need to be applied, we need to think about risk and change and quality all the way through our project, but you don't have to use all the things that they suggest in the chapters, as long as you're using appropriate techniques for your project, they could be different techniques from the one that we're ones that we're going to talk about through the course. Roles in our project management team can be combined or split, what you have to do is just be aware of conflicts of interests and avoid those completely. But we're quite flexible here on who does what, you can amend and write your own role descriptions for the members of your project management team. The management products that we're going to talk about over the coming videos are the ones suggested and recommended by PRINCE2 but they could be combined into several documents into one products into one, or split up into several measurement products, If you're in a really complex project situation, and this seems to be an easier way to manage things. They could be a formal documents like that, but they could also be quite informal, maybe slide decks, wall charts or just information held in it systems. So the management products are a lot more flexible than may first appear. Also the terminology that you're using in your day to day business could be brought into our PRINCE2 methodology so we can adjust the language that we're using within our PRINCE2 method to suit any particular standards and policies that you have within your organisation provided it's used consistently, that's all fine. And I think the key here is, what they've got they're in the the speech level, there's no single right tailoring solution for a project, it takes experience to find out what works, and I always think of that idea of testing measure, try it, see if it works, if it does work for your project and maybe for the whole organisation that will help a tailoring and then within bedding to get everybody using the same method consistently across all their projects, so that's what can be tailored. Now who's responsible? Well, you probably guessed it already. The project manager is responsible for writing down, how are we going to tailor the PRINCE2 methods. So they identify anything that needs tailoring, and then they document that in the pit, any tailoring information will then have to be approved by the project board. However, the project manager didn't do this by themselves. Advice may be given to help them tailor by a number of different roles, project assurance is there to support them, there may be a centre of excellence that we can go to, if you're in a larger organisation. Project support can give administrative support around this task as well and because they're going to be doing quite a lot of the administrative work, they might have ideas about how we've been doing things currently and how we should do them in the future. And also your team managers will tell you what processes they're using and maybe what a reporting already exists, and can we make that part of our tailored PRINCE2 method. So the advice will come from all sorts of different areas, the project manager will then how it's going to be tailored, they pop it in the pit and then it goes to the board to be approved. So there you go, that's our advice regarding tailoring and adopting PRINCE2.

About the Author
Learning Paths

A hard working, self-motivated and dedicated IT Consultant with extensive experience and a proven track record in the areas of Management, Networking, Communications and Security. A capable organiser, quick to grasp and make good use of new ideas and concepts. Reliable and conscientious in all work aspects. Possesses exceptional interpersonal skills and utilises communicative abilities to build, develop and maintain effective relationships. A motivational and inspirational manager, who enjoys being part of a successful and productive team, and thrives in highly pressurised and challenging working environments.