That’s where PRINCE2 principle of tailoring becomes vital. It reminds us that project management should fit the project — not the other way around.
The Documentation Dilemma
Smaller initiatives — such as internal process improvements, short-term marketing rollouts, or lightweight automation projects — rarely need the same volume of documentation as enterprise-level programs.
Yet, many teams still follow exhaustive templates: full Project Initiation Documents (PIDs), detailed risk registers, and multi-page progress reports that add little value.
The result?
- Administrative overload
- Slower decision-making
- Reduced agility and motivation
In PRINCE2® terms, this means focusing on control through communication, not control through documentation.
Tailoring PRINCE2® Documentation
PRINCE2® encourages tailoring its processes, themes, and management products based on the project’s scale, risk, and complexity. For smaller initiatives, this means simplifying without compromising governance.
Here’s how:
- Combine Documents Smartly
Instead of maintaining separate logs for risks, issues, and lessons, consider a single Project Log that tracks all key items.
This reduces duplication while still maintaining traceability.
- Keep the PID Lean
A short Project Brief or Charter may be enough for low-risk projects.
Focus only on:
- Purpose and objectives
- Key stakeholders
- Constraints (budget, time, scope)
- High-level governance
No need for extensive appendices or multiple approval layers.
- Scale Reporting Appropriately
For a two-week or two-month project, weekly check-ins or visual dashboards can replace lengthy highlight reports.
PRINCE2® is clear: the purpose of reports is to inform decisions, not to satisfy templates.
- Use Digital Tools Over Documents
Instead of traditional Word or Excel-based reports, use collaborative platforms like Jira, Trello, or Asana to track progress and risks in real time.
These can effectively serve as “living documents,” improving transparency and engagement.
- Focus on Value and Control
Ask yourself:
“Does this document help me control the project or deliver value?”
If the answer is no — simplify, summarize, or eliminate it.
Benefits of Simplified Documentation
When PRINCE2® documentation is scaled intelligently, organizations gain measurable benefits:
- Speed: Teams can initiate and execute projects faster.
- Clarity: Stakeholders focus on outcomes, not formats.
- Engagement: Less bureaucracy, more ownership.
- Consistency: Even with simpler templates, governance remains intact.
Simplification doesn’t mean informality — it means fit for purpose.
PRINCE2® Tailoring in Action
Consider this example:
A mid-sized organization launches a two-month internal knowledge portal upgrade.
Instead of producing eight separate documents, the project manager creates:
- A 2-page Project Brief outlining goals and success metrics.
- A shared dashboard for progress and risks.
- A final closure note capturing lessons learned.