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Ready, Set, Gen AI! Share Your Checklists and Protocols for Successful Integration

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Claudia Alcelay
PMI Team Member
Learning & Innovation Research Manager| Project Management Institute (PMI) Spain
Are you utilizing any specific checklists or protocols within your projects or company to assess your readiness for working with Generative AI data? I'm curious to know what strategies or tools you've implemented to prepare for integrating Gen AI into your workflows. Please share your approaches in the comments below!
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Kunal Bhardwaj Project Manager - Mechanical| Gulf Organisation for Research and Development Doha, RA, Qatar
Hello Claudia
Well as a green building sustainability certification authroity, we have records of more than 2500 projects currently certified by us or under the process of certification for different certifications. However, we have not yet started using any Gen AI model for the evaluation of these records but soon will be in a position to incorporate the same in our daily business model.
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Praveen Natarajan Chennai, Tamil Nadu, India
As of now we don't have a AI integration. Maybe in future.
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Abdoulaye TOURE IPS-CGRAE ABIDJAN, AB, Côte d'Ivoire
We have acquired Microsoft Copilot licenses for the management committee, and all license holders have been trained on its usage and benefits. Today, Copilot supports us in analyzing large datasets, correcting emails and reports, and generating ideas to kick-start specific initiatives.
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Abdoulaye TOURE IPS-CGRAE ABIDJAN, AB, Côte d'Ivoire
We have acquired Microsoft Copilot licenses for the management committee, and all license holders have been trained on its usage and benefits. Today, Copilot supports us in analyzing large datasets, correcting emails and reports, and generating ideas to kick-start specific initiatives.
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Kapil Kumar Edmonton, ALBERTA, Canada
Hi , my name is Kapil and I am looking to create project assist which can act as google for all of my PMS not only quantitative but quantitative too, I would like to do it via lesson learned however I don’t have much data to start with as we didn’t capture the data in the past . Wondering if some one suggest best way to do it .

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Mamdouh Boalot Riyadh, 01, Saudi Arabia
Thank you for sharing, using structured readiness checklists that cover data quality, security, and compliance before integrating with GenAI. Alongside that, apply governance protocols with clear approvals and audit trails, and run pilot POCs to validate outcomes safely. This layered approach keeps innovation aligned with control and compliance
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Emmanuel Falonipe Student| Southern Alberta Institute of Technology Calgary, ALBERTA, Canada

For me, a successful Gen AI integration starts with team readiness. Everyone needs to be brought up to speed, so I run knowledge checks to know their level of understanding and close any gaps. This prevents bias or misconceptions from creeping in.



Next is data quality. Garbage in, garbage out, so before any launch, I make sure we are working with clean, robust, and well-governed data. Without this, results will never be reliable.



We also need to communicate the business value clearly: saving time, increasing efficiency, and ultimately driving profit. If the team understands the “why,” adoption is smoother.



I add a clear timeline with milestones, data preparation, tool deployment, and adoption checkpoints, so progress is measurable. Alongside this, I emphasize ongoing training because AI adoption is a cultural change, not just a technical rollout.



Finally, I push for an ownership mindset. Everyone, not just IT, is responsible for maintaining a trustworthy Gen AI environment. With these elements in place, integration doesn’t just work; it is sustainable.

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Maciej Bisha Independent Consultant| MBC Rumia, Poland
Interestingly, the company I currently support as a consultant has not yet defined a clear strategy for integrating Gen AI into its workflow. However, the awareness is already there, and with my support I believe the company will soon reach this important milestone.
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Maciej Bisha Independent Consultant| MBC Rumia, Poland
Interestingly, the company I currently support as a consultant has not yet defined a clear strategy for integrating Gen AI into its workflow. However, the awareness is already there, and with my support I believe the company will soon reach this important milestone.
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Venkata Kumar D Functional Manager| PointCross Bangalore, KA, India
Currently we are using our organizational data to customize the LLM and using for generating predictions
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