Write the method once. Version it like software.

Your firm’s method lives in a Notion page or Confluence doc — phases, deliverable checklists, process notes. When someone updates how you do discovery, they edit that doc. Nothing about the actual work in your PM tool changes; someone has to remember to go update the project templates separately, and usually doesn’t.

Methodologies is the one place phases, deliverable types, task templates, and process rules live. Edit it once, publish a new version, and every future kickoff pulls from the version you approved, not a wiki page nobody remembers to sync.

Three different PMs each run “discovery” a little differently, because each learned it from whoever ran their first one and adjusted it their own way. When a client asks why their engagement looked different from a colleague’s last one, there’s no clean answer, just three people’s individual interpretation of the same word.

One published method defines what discovery includes, its deliverables, and its task templates. Every PM who kicks off a discovery phase starts from the same definition, whether it’s their tenth time or their first.