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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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Anonymous
Solo hasta ahora descubro el abanico de posibilidades que ésta herramienta puede llevar para reducir reprocesos, que es mi objetivo
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Sunil Kumar Ontario, Canada
Amidst tremendous amount of general information on Gen AI, PMI courses introducing these tools seem more focused and tailored towards project management. I come from a design and industrial automation space where IP management is crucial and something very important to be factored in the solution that may get chosen for work needs. First time for me exploring these options, I hope to leverage the learnings from these courses towards establishing the right AI tools and a deployment plan.
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2 replies by anonymous
Dec 29, 2025 3:28 PM
anonymous
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Dear Claudia,

I hope you are doing well.

My department have implemented Copilot as our business AI tool.

Regards

Dec 29, 2025 3:28 PM
anonymous
...

Dear Claudia,

I hope you are doing well.

My department have implemented Copilot as our business AI tool.

Regards

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Srinath Rao Valipe Hyderabad, TG, India

Assess GenAI readiness by evaluating data quality, security, governance, technical architecture, and workforce preparedness. A structured checklist-based approach ensures AI adoption is responsible, secure, and scalable—turning GenAI from experimentation into real business value.

1) Start with internal, low-risk use cases

2) Use open-source LLMs for sensitive data

3) Enforce human-in-the-loop

4) Continuously review prompts, outputs, and risks

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Kamal Al Taha Khobar, Saudi Arabia

My thought:

Great question. From a project and portfolio management perspective, readiness for Generative AI starts less with tools and more with governance. Before integration, I believe organizations should have clear checklists around data ownership, data sensitivity, and decision accountability.

In practice, this means defining what data can be used with GenAI, where human validation is mandatory, and how outputs are reviewed before influencing project decisions. For project managers, GenAI should enhance planning, reporting, and analysis, while final judgment, risk ownership, and approvals remain clearly human led.

Successful integration, in my view, is about structured enablement, not automation for its own sake.

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Kamal Al Taha Khobar, Saudi Arabia

My thought:

Great question. From a project and portfolio management perspective, readiness for Generative AI starts less with tools and more with governance. Before integration, I believe organizations should have clear checklists around data ownership, data sensitivity, and decision accountability.

In practice, this means defining what data can be used with GenAI, where human validation is mandatory, and how outputs are reviewed before influencing project decisions. For project managers, GenAI should enhance planning, reporting, and analysis, while final judgment, risk ownership, and approvals remain clearly human led.

Successful integration, in my view, is about structured enablement, not automation for its own sake.

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Julio Barrera Acevedo Owner| ProMelamina Queretaro, Mexico

Actually we are not having approach to AI, this course is the first step to understand how AI can be implemented in our organization. But it´s really interesting how complex task can be addressed to Ai, seem to be a powerful tool to integrate right now.

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RANBIR GHOTRA Project Engineer| GE Hitachi Mequon, Pa, United States

We focus on a few practical readiness checks:

• Data governance & security (classification, access controls, PII handling)

• Data quality & lineage (accuracy, ownership, versioning)

• Use-case prioritization (clear value, low risk first)

• Model approach (prompting/RAG before fine-tuning)

• Human-in-the-loop & compliance reviews

This helps us integrate GenAI responsibly while delivering value quickly

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VU TU AN Ha Dong, HN, Viet Nam
div class="ql-code-block-container" spellcheck="false"div class="ql-code-block" data-language="plain"The topic is really interesting. My work hasn't involved much application of Generative AI data yet. But I'm still very excited to learn this new knowledge and hope to be able to apply it in my work in the future./div/div
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Jenifer Serrano Senior Engagement Manager| HATCH Barrancabermeja, SAN, Colombia
Nov 30, 2023 12:17 PM
Replying to Rami Kaibni
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Hi Claudia, thank you. As a mater of fact, I did a post last week on my LinkedIn as to how we can utilize AI in the construction industry because AI can add lots of value if properly utilized on Construction Projects. Some of those benefits include:

1) Predictive Analytics: Using AI algorithms to forecast timelines, material requirements, and potential risks, optimizing planning and scheduling.

2) Computer Vision and Drones: AI-powered drones equipped with cameras to monitor construction sites, track progress, and identify safety hazards.

3) Generative Design: Create and optimize designs based on project requirements, site conditions, and material constraints, enhancing efficiency and reducing waste.

4) Quality Control: AI-powered systems to inspect materials, identify defects, and ensure compliance with building codes and standards.

5) Autonomous Equipment: Integrating AI into construction machinery for autonomous operation, improving efficiency and safety on site.

6) Supply Chain Management: Using AI to optimize supply chain logistics, predicting material needs, and streamlining procurement processes.

7) Smart Project Management: Leveraging AI-driven platforms for better project management, collaboration, and decision-making driven by data insights.
Hi all, Undoubtedly, AI is a powerful and very versatile tool. I've read several of the posts in this conversation and I see so many options that I hadn't thought of, and I'll put them on my first task after finishing the PMI webinars.
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Mohammad Alalwan Management| Tamweelcom Amman, AM, Jordan

checking data privacy compliance and bias auditing.

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