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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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Daniel Moraes Project Management. Head of PMO. Agilist.| iT.eam Belo Horizonte, Minas Gerais, Brazil
Apr 17, 2024 9:57 PM
Replying to Kevin Ho
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I'm actually wondering whether you need to re-skill before trying to integrate Gen AI. AI is nothing but data science. You need to be good with data (most of the work is ensuring data is clean...) and good with maths in order to really understand some of the principal concepts underlying Gen AI. OK, it's a tool so maybe you don't need to fully understand everything about Gen AI given its complexity but only having a cursory knowledge is dangerous too. I think it is too early for PMs to be able to say they can assist with integrating Gen AI without understanding the underlying technology first. I think there is not enough domain expertise to be value additive. So, to this extent, the training that is covered by PMI probably doesn't dive deep enough into the tech. Thoughts?
As a project manager, I feel exactly as you said, Kevin Ho, I understand the potential benefits that AI can bring to our PMO, but I'm sure that we will need a team of skilled professionals with diverse expertise to ensure that we implement AI effectively. As an IT company, we must consider if hiring a data scientist is necessary, in addition to other roles, to achieve our goals. Working together, we can utilize AI to enhance our project management capabilities and stay ahead of the curve.
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Harsh Parikh Program Manager| PwC US Advisory Services Carmel, In, United States
Learning to understand Gen AI and custom GPT for Project Management use cases. I believe with a combination of automated workflows and GPT prompt engineering outcomes, PMs can be more efficient and spend their time on high value items. I can think of several ideas such as Gen AI can be leveraged to help with deliverable preps, schedule review and critical path optimization etc.
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ademola Olanrewaju Senior Project Manager/ Data analyst / Cybersecurity analyst| Neo-Oasis Broonklyn, Ny, United States
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.
Rami,

I completely agree! Generative AI (Gen AI) has emerged as a valuable tool in the construction industry, and my experience aligns perfectly with your post.
While I'm still exploring the full potential of Gen AI, I've already found it beneficial for tasks like:
Crafting Project Scopes: I use it to help with phrasing, identifying potential omissions, and ensuring clarity.
Developing Communication Management Plans: it has assisted in personalizing communication for stakeholders and automating report generation.
Building Risk Registers: used to analyze data to identify potential risks and suggest mitigation strategies.
I am optimistic about Gen AI becoming a true partner in streamlining project workflows. As we continue to explore its capabilities, I believe it will become an indispensable asset in the construction industry.
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VICTOR ANAEDOBE MANAGER IT| NNPC E&P Limited Mbora District, Abuja/Fct, Nigeria
Dec 05, 2023 1:56 AM
Replying to Zohaib Qadir
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Dear Claudia

Here's a checklist to help guide the integration of AI successfully:

Define Clear Objectives:

Clearly outline the objectives you want to achieve with AI integration.
Align AI goals with overall business and project objectives.
Understand Stakeholder Needs:

Identify and involve key stakeholders in the AI integration process.
Understand their needs, concerns, and expectations related to AI.
Assess Readiness and Capacity:

Evaluate the organization's readiness for AI adoption.
Assess the available technical infrastructure and the capacity for handling AI technologies.
Data Governance and Quality:

Establish robust data governance policies.
Ensure data quality and integrity for accurate AI model training.
Security and Compliance:

Address security concerns related to AI systems.
Ensure compliance with relevant regulations and standards.
Talent Acquisition and Training:

Identify the need for new skills and talents.
Invest in training programs for existing staff to adapt to AI technologies.
Start with a Pilot Project:

Initiate AI integration with a small, manageable pilot project.
Use the pilot project to identify challenges and refine the integration strategy.
Choose Appropriate AI Models:

Select AI models that align with project goals.
Consider factors such as machine learning algorithms, deep learning, or natural language processing based on project requirements.
Ethical Considerations:

Establish ethical guidelines for AI use.
Address biases and fairness concerns in AI algorithms.
Monitoring and Evaluation:

Implement robust monitoring mechanisms for AI performance.
Regularly evaluate the impact of AI on project objectives.
User Training and Acceptance:

Provide adequate training to end-users interacting with AI systems.
Foster a culture of acceptance and collaboration between AI and human teams.
Scalability and Future Planning:

Design AI integration with scalability in mind.
Develop a roadmap for future AI enhancements and technologies.
Continuous Improvement:

Regularly update AI models to improve accuracy and efficiency.
Stay informed about advancements in AI technologies.
Communication Plan:

Develop a communication plan to keep stakeholders informed.
Clearly communicate the benefits and impacts of AI integration.
Contingency Planning:

Develop contingency plans for potential AI failures or issues.
Establish protocols for addressing unexpected challenges.
Thanks a lot for this guideline.
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Weibson Braga | PMP | MSc | MBA Gerente de Programas, Projetos e Convênios| Governo do Estado do Ceará - Brasil Fortaleza, Ce, Brazil
Without a doubt, the use of LLMs in Project Management streamlines execution. In projects related to Public Administration, it is common for the execution capacity to be slower than the capacity to raise resources for the projects. This ends up reflecting on the quality of services and meeting citizens' demands.
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ADAKU OBIKWERE Nigeria
Hello, I am very new to AI and GenAI processes but I have started using ChatGBT to obtain information on numerical data, risk assessment and management, project objectives and stakeholder mapping for Agricultural Value Chain Development projects.

I am open to have more information or advise from your platform on how to utilize AI for any projects i am involved with.... Thanks
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Anonymous
We have recently undergone a transformation of our organization and AI is a new venture we are contemplating adding to our portfolio. Right now we are brainstorming how we can securely use AI. We are a highly secure organization.
Within our company, GenAI is implemented using a specific framework.
1. A specific team/office is set up to evaluate the use cases of GenAI received from across the organization
2. The responses from the organization are channelized using a form which requires the submitter to think of a use case using 20-22 questions, right from the business case to data architecture and other technical aspects of the use case so that as much detail can be captured at the start
3. Once the form is submitted, it goes through the evaluation stage post which it is either approved/rejected by the Chief Data Officer

Though there is no specific check list, but IMO, the firms do think of GenAI use cases basis the rich dataset that they already can leverage and built on top of it. Additionally, the firms would also like to think of these use cases from a high value generation perspective (bottom/top line, associate/client experience and cost of implementation)
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George Medley Project Manager| Harris County Public Health Houston, Tx, United States
In general, we're taking a particularly cautious approach. This means partnering with various vendors (Microsoft, Google, OpenAI, etc) to ensure we have a solution that meets our needs and is effective. A specific generative AI committee reviews all requests for custom or SaaS solutions with gen AI, and public gen AI use has a list of specific guidelines to ensure the data privacy of our clients (no inputting protected data into public systems) and full disclosure (noting when releases, emails, or other external forms of communication utilize Gen AI/LLM as part of the creation process).
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Tess Ross Director IT Business Operations and PMO| Linksys Irvine, Ca, United States
Can't wait to start using Generative AI. We are just getting started and thanks for asking!
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