Tailoring Instructions
Home Phases Disciplines Milestones Roles Deliverables Guidance Help

Table of Contents

• Generally good ideas
• Things you're not allowed to do
• Easy things to do
• Page by page

Generally Good Ideas

1. Less is more.
2. Understand it first until you change it.
3. Get help tailoring it to meet your exact needs.  That's one of the things that I (Scott Ambler) do.  Yes, this is "consultant ware".
4. Develop templates, and ideally examples, for the major work products your organization uses.  Put them in the templates folder and link to them from the Deliverables page.  Consider using the open source templates as a basis from which to start (they're likely a lot more than you need).

Things You're Not Allowed to Do

1. Change the Agile UP logo.
2. Remove the copyright notice at the bottom of the pages, or from the diagrams.  You can and should add your own copyright notice to the pages if you update them.

Easy Things To Do

1. Replace the images/yourLogo.gif file with your corporate logo.  This will change the image at the bottom of each page, although will not update the existing link to my home page.
2. Update stylesheet/global.css to modify the look and feel of the pages.

Page by Page

1. Help page.  It should describe how people within your organization can obtain help from your internal process group (if any).  It currently includes my marketing effort to try to get you to hire me for training and/or SPI consulting services.
2. Guidance page.  It should provide links to your internal standards, guidelines, and procedures.  Right now it overviews what type of guidance you need (pages will link to the various forms of guidance).  At the bottom of the page are tips for writing good guidance.
3. Roles page.  You might want to consider renaming some of the roles, but then you would need to update the discipline workflow diagrams.  An easier approach would be to simply add a column to the table indicating your preferred name and/or the positions that the roles map too (roles really aren't positions, but I've seen enough companies that ignore this advice to no longer be worried about it).
4. Deliverables page.  Add links to your internal templates, if any.
5. Environment discipline.  If you have several versions of the AUP defined, one for each of the major project categories within your organization, you should consider linking to them from this page.

Page last updated: May 13, 2006 This page is tailored with permission from Ambysoft Inc.'s Agile UP Product Original page is Copyright © 2005-2006 Ambysoft Inc.