Project Management

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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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Given the persistent dichotomy between certain government establishments and the private or corporate sector, this shift may gradually emerge over the coming years. However, at present, the gap remains significant, and no strategic decision has yet been made to formally assess the organization’s readiness to leverage GenAI-driven data capabilities.
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Anonymous
Starting to learn more about AI tools in order to better assess what can be appropriately used without violating privacy concerns. The biggest issue is dealing with private data that cannot be shared with the model.
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Makarand Kulkarni Head Of Project Management| ITT GOULDS Kalyan, Maharashtra, India

GEN AI integration to existing project management approach is unique though the term is few years in the industry. As very preliminary approach - To assess your readiness for working with Generative AI data, firstly we need to have the data sets available and compile with sorting to enable usage. Still, it's premature in typical product tailor made manufacturing set up, but I am curious to learn the basics and new ways to build upon the concept and then apply. Thank you for this thread discussion.

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Mustafa Saleh IT Systems & Operations Engineer| Rida Group Al Riyadh, Saudi Arabia
In the last project I was responsible for, I relied on a clear checklist to make sure the team was truly ready to work with Generative AI in a practical and secure way.
The first thing I focused on was making sure employees and trainees understood both the capabilities and the limitations of Gen AI. It is important for people to know that while these tools are powerful, they should not be used blindly or treated as if they can do everything.
The second and most critical area was security. I made sure the team understood what kind of data could be entered, what controls or adjustments were needed when using these tools, and that AI-generated outputs should not automatically be treated as final results without review and validation.
The final and most important point on my checklist was ensuring they had enough knowledge and ability to build customized GPTs. In my experience, this creates a major shift for both individuals and projects, because a customized GPT can deliver far more relevant value than a general model when it is built around the right context, guidance, and data.
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Mohamed Hassan Dakane Planning, Monitoring and Evaluation Specialist| UNICEF Garissa, Kenya
Nov 30, 2023 10:16 AM
Replying to Claudia Alcelay
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Hello Rami, your approach as a consultant could provide us with great cases to build upon a standardized approach to Gen AI data readiness. Although not into this topic yet, if some ideas come to your mind where you think Gen AI could play a role in your profession, please share. :-)
Sharing any available template that speaks to this topic helps.
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Rahul Agrawal Senior Manager, Project Management| FIS Global Pune, MH, India

1. Execute pilot projects to gain momentum

2. Build an in-house AI team

3. Provide broad AI training

4. Develop an AI strategy including guardrails with etics and compliance in mind

5. Internal and external communication

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Rahul Agrawal Senior Manager, Project Management| FIS Global Pune, MH, India

1. Execute pilot projects to gain momentum

2. Build an in-house AI team

3. Provide broad AI training

4. Develop an AI strategy including guardrails with ethics and compliance in mind

5. Internal and external communication

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Richard Michael Harrington CEO| ThinkTAP Vienna, VA, United States
Yes, we are using standards such as having a consistent taxonomy
Using repeated exports from primary sources
Comparing data from multiple tools that overlaps
And doing spot checks.
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Kaluthanthrige Upeksha Engineer to Contract| Orel International Holding (Pvt) Ltd Colombo, Western, Sri Lanka
My views with ChatGTP input/ 1. Establish a GenAI Governance Framework
Beyond checklists, organizations should consider creating a GenAI governance structure, which may include:
  • AI steering committee or governance board
  • Responsible AI guidelines
  • Clear accountability for AI decisions and outputs
  • Defined approval processes for GenAI use cases
2. Introduce Human-in-the-Loop Controls
For many applications, especially those affecting customers, operations, or compliance, GenAI outputs should include human validation or oversight to reduce risks associated with hallucinations or inaccurate outputs.
3. Focus on Use-Case Prioritization and Value Realization
Before investing heavily in infrastructure, organizations should:
  • Identify high-value, low-risk GenAI use cases
  • Evaluate expected business impact (efficiency, cost reduction, innovation)
  • Align GenAI initiatives with strategic priorities
4. Strengthen Responsible AI and Ethical Safeguards
Additional considerations could include:
  • Bias detection and mitigation mechanisms
  • Transparency in AI-generated outputs
  • Clear labeling of AI-generated content
  • Responsible prompt engineering practices
5. Implement Monitoring and Model Lifecycle Management
GenAI systems require continuous monitoring and updating, including:
  • Output quality monitoring
  • Model drift detection
  • Periodic retraining or model updates
  • Logging and audit trails for AI-generated outputs
6. Develop Organizational Change and AI Literacy Programs
Successful adoption depends on people. Organizations should invest in:
  • AI literacy training for non-technical staff
  • Clear guidance on appropriate use of GenAI
  • Change management programs to build trust and adoption
7. Security and Data Leakage Protection
GenAI systems can introduce new security risks. Organizations should implement:
  • Prompt and data protection policies
  • Controls to prevent sensitive data exposure
  • Secure integration with internal systems
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Paolo Messina Ascot, Berkshire, United Kingdom
Great topic. For successful GenAI integration, I focus on a few core project‑management checkpoints: clear problem definition, data and security readiness, stakeholder alignment, and measurable success criteria. I also find it important to start with small, well‑scoped pilots, establish usage and governance guidelines early, and build feedback loops to continuously refine both the solution and ways of working. Looking forward to learning from others’ checklists and protocols.
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