Establish and maintain the tailoring criteria and guidelines for the organization's set of standard processes.
IPPD Addition
In creating the tailoring criteria and guidelines, include considerations for concurrent development and operating with integrated teams. For example, how one tailors the manufacturing process will be different depending on
whether it is developed serially after the product has been developed or in parallel with the development of the product, as in IPPD. Processes, such as resource allocation, will also be tailored differently if the project is operating with
integrated teams.
The tailoring criteria and guidelines describe the following:
· How the organization’s set of standard processes and organizational process assets are used to create the defined processes
· Mandatory requirements that must be satisfied by the defined processes (e.g., the subset of the organizational process assets that are essential for any defined process)
· Options that can be exercised and criteria for selecting among the options
· Procedures that must be followed in performing and documenting process tailoring
Examples of reasons for tailoring include the following:
· Adapting the process for a new product line or work environment
· Customizing the process for a specific application or class of similar applications
· Elaborating the process description so that the resulting defined process can be performed
Flexibility in tailoring and defining processes is balanced with ensuring appropriate consistency in the processes across the organization. Flexibility is needed to address contextual variables such as the domain; nature of the
customer; cost, schedule, and quality tradeoffs; technical difficulty of the work; and experience of the people implementing the process. Consistency across the organization is needed so that organizational standards, objectives, and strategies are
appropriately addressed, and process data and lessons learned can be shared.
Tailoring criteria and guidelines may allow for using a standard process “as is,” with no tailoring.
Typical Work Products
1. Tailoring guidelines for the organization's set of standard processes
Subpractices
1. Specify the selection criteria and procedures for tailoring the organization's set of standard processes.
Examples of criteria and procedures include the following:
· Criteria for selecting lifecycle models from those approved by the organization
· Criteria for selecting process elements from the organization’s set of standard processes
· Procedures for tailoring the selected lifecycle models and process elements to accommodate specific process characteristics and needs
Examples of tailoring actions include the following:
· Modifying a lifecycle model
· Combining elements of different lifecycle models
· Modifying process elements
· Replacing process elements
· Reordering process elements
2. Specify the standards for documenting the defined processes.
3. Specify the procedures for submitting and obtaining approval of waivers from the requirements of the organization’s set of standard processes.
4. Document the tailoring guidelines for the organization's set of standard processes.
5. Conduct peer reviews on the tailoring guidelines.
Refer to the Verification process area for more information about conducting peer reviews.
6. Revise the tailoring guidelines as necessary.
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CMMI-DEV 1.2
4. 
SP 1.3 Establish Tailoring Criteria and Guidelines