Establish Tailoring Criteria and Guidelines

• Specify the selection criteria and procedures for tailoring the set of standard processes. Examples of criteria and procedures include:
  • Criteria for selecting life-cycle 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 life-cycle models and process elements to accommodate specific process characteristics and needs
  Examples of tailoring actions include:
  • Modifying a life-cycle model
  • Combining elements of different life-cycle models
  • Modifying process elements
  • Replacing process elements
  • Reordering process elements
• Specify the standards for documenting the defined processes.
• Specify the procedures for submitting and obtaining approval of waivers from the requirements of the organization's set of standard processes.
• Document the tailoring guidelines for the organization's set of standard processes.
• Conduct peer reviews on the tailoring guidelines.
• Revise the tailoring guidelines as necessary.