## **Learning Outcomes**

After reading this article, you will be able to identify and justify the selection of predictive, agile, and hybrid methodologies for different project types. You will be able to explain the main criteria for methodology selection and define the tailoring process, including steps for organizational and project-level customization. By the end, you will have the skills to answer PMP assessment questions on approach selection, justification, and tailoring.

## **PMP Syllabus**

For PMP, you are required to understand how to determine and recommend the appropriate project management methodology for a given situation. When revising, focus on the following:

- Recognizing the core characteristics, advantages, and limitations of predictive, agile, and hybrid project methodologies.
- Assessing project needs, complexity, requirements stability, delivery cadence, and stakeholder engagement to choose an appropriate methodology.
- Applying the steps of the tailoring process at both the organizational and project level.
- Documenting and justifying methodology and tailoring decisions in the project management plan.
- Explaining how incremental and iterative practices fit within the project life cycle.

## **Test Your Knowledge**

_Attempt these questions before reading this article. If you find some difficult or cannot remember the answers, remember to look more closely at that area during your revision._

1. Which factor most strongly supports using a predictive approach for a project?
   a) High uncertainty in requirements
   b) Regular stakeholder collaboration is unavailable
   c) Requirements are well-defined and unlikely to change
   d) Frequent releases of value are required

2. What is the correct initial step for tailoring a methodology?
   a) Tailor for the specific project
   b) Implement ongoing improvements
   c) Select the initial development approach
   d) Standardize templates for the program

3. A hybrid methodology should be recommended when:
   a) All project requirements are fixed
   b) The work is routine and repetitive
   c) Some aspects require sequential control, while others must be adaptive
   d) Only agile practices are allowed

## **Introduction**

Choosing the right project methodology is critical to project outcomes and is a frequent focus in PMP assessments. Project managers must recommend, justify, and tailor a development approach—predictive, agile, or hybrid—based on the unique needs and context of the project. This article covers the main approaches, key selection criteria, and the tailoring process.

## Understanding Project Methodologies

Selecting a methodology means deciding how the project will be organized, planned, executed, and controlled. There are three principal categories: predictive, agile, and hybrid.

### Predictive (Plan-Driven) Methodologies

Predictive approaches—also called plan-driven or waterfall—are suitable for projects with fully stable, clear requirements and low expected change.

> **Key Term: Predictive Approach**
> A project management methodology in which scope, schedule, and cost are defined early, and delivery occurs through sequential or overlapping phases, with strict change control.

In predictive projects, deliverables are usually provided at project completion. Change is tightly controlled.

### Agile (Adaptive) Methodologies

Agile is best for environments marked by changing requirements, rapid feedback, and collaboration. Agile teams deliver value quickly, adjusting priorities and scope throughout the project.

> **Key Term: Agile Approach**
> A change-driven methodology that delivers value in incremental, rapid cycles, allows flexible scope, and emphasizes adaptive planning and ongoing feedback.

Agile projects welcome change, plan work in short cycles, and rely on frequent customer input.

### Hybrid Methodologies

Hybrid combines elements of both predictive and agile, fitting the method to specific project segments.

> **Key Term: Hybrid Approach**
> A methodology that blends predictive and agile practices within the same project, choosing the method based on the needs of each part of the project.

For example, a hybrid project might use a predictive approach for compliance documentation and agile sprints for software development.

## Factors Influencing Methodology Selection

The recommended methodology must fit the nature of work, delivery requirements, and organizational context. Consider the following criteria:

- **Requirements Stability:** Are requirements fully known and fixed (predictive), or subject to continuous change (agile)?
- **Uncertainty and Risk:** Does the work involve novel, complex tasks with high uncertainty (agile or hybrid), or is it routine and well-understood (predictive)?
- **Stakeholder Engagement:** Does the project benefit from regular feedback (agile/hybrid), or are stakeholders only available at defined milestones (predictive)?
- **Delivery Cadence:** Is a single final delivery required (predictive), or are frequent releases of value needed (agile/hybrid)?
- **Compliance and Regulation:** Are there strict external requirements favoring sequential control (predictive)?

### **Worked Example 1.1**

A team is developing a new financial reporting system. The regulatory and stakeholder requirements are fully documented and unlikely to change. Implementation and delivery will occur in established phases. Which approach is appropriate?

> **Answer:** The predictive approach. Requirements are fixed, regulatory compliance is required, and milestone-based sequential delivery is suitable.

### **Worked Example 1.2**

A consumer app project begins with high-level goals but many unknowns. The customer expects feedback every two weeks and frequent changes as priorities shift. What approach should be recommended?

> **Answer:** The agile approach. Frequent feedback is expected, scope will change, and short delivery cycles are required.

## Tailoring the Methodology

No single methodology fits every project or organization. Tailoring means adjusting methodology elements to fit organizational culture, stakeholder needs, and specific project constraints.

> **Key Term: Tailoring**
> The process of modifying and adapting methodology elements—practices, processes, documentation, and tools—to meet the organizational and project requirements.

### The Tailoring Process: Four Steps

1. **Select Initial Development Approach:** Choose the baseline methodology—predictive, agile, or hybrid—based on project and organizational needs.
2. **Tailor for the Organization:** Modify the method for organizational standards, regulatory needs, and standardization (e.g., create templates, reporting systems, governance).
3. **Tailor for the Project:** Adjust at the project level for unique aspects: scale, complexity, stakeholder engagement, and risk. Document tailoring decisions in the project management plan.
4. **Implement Ongoing Improvements:** As the project progresses, use lessons learned and feedback to refine processes and practices.

> **Key Term: Tailoring Process**
> The ordered four-step cycle: (1) select initial approach, (2) tailor for organization, (3) tailor for project, (4) implement ongoing improvement.

### **Exam Warning**

> Tailoring must start at the organizational level before applying to specific projects. On the PMP exam, if asked for the _first_ tailoring activity, always select tailoring for the organization unless the scenario specifies otherwise.

### **Revision Tip**

> For PMP scenario questions, always support your choice of predictive, agile, or hybrid by referencing the stability of requirements, level of uncertainty, stakeholder engagement, or delivery cadence. Memorize and practice the four tailoring steps.

### **Worked Example 1.3**

A company has developed standardized project templates and checklists meeting industry regulations, but a new project team realizes a key stakeholder is located in a country with unusual reporting requirements. What should be the project manager’s tailoring priority?

> **Answer:** Start with the organization's templates (tailored for the organization). Before starting work, further adjust these tools for the project's specific reporting needs (tailored for the project).

## **Summary**

Choosing and customizing the right project methodology is fundamental to project management and key for the PMP exam. Predictive approaches are most suitable for stable, routine projects with fixed requirements and deliverables. Agile enables frequent feedback and handles ongoing change and uncertainty. Hybrid blends both, suitable when a project has elements best managed by different approaches. Success relies on tailoring — initially at the organization, refined at the project, and continuously improved based on lessons learned.

## **Key Point Checklist**

_This article has covered the following key knowledge points:_

- Predictive, agile, and hybrid are the three principal project methodologies.
- Methodology selection should analyze requirements stability, uncertainty, stakeholder engagement, and delivery cadence.
- Tailoring is required both at the organizational and project level, documented in the management plan.
- The four-step tailoring process: select initial approach, tailor for organization, tailor for project, implement ongoing improvements.
- Ongoing lessons learned should inform continuous improvement for current and future projects.

## **Key Terms and Concepts**

- Predictive Approach
- Agile Approach
- Hybrid Approach
- Tailoring
- Tailoring Process


Project governance and methodologies - Determining appropriate project methodology