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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
Great points' concepts can be used in any industry. We have used Gen AI to support any Breakdown in IT Infra, by referring all RCA' s captured in last twenty years as Service provider for Data Center.
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Phyllisia Taylor Senior Project Manager| Iconic PMO, Inc.
Now that Atlassian has turned on AI in Jira Service Management, we now need to revisit our company's specific checklists or protocols to assess our readiness for working with Generative AI data.
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Guolin Deng Project Management Trainer and Consultant| Freelancer Shanghai Shi, China, Mainland

We are talking about AI, so I asked Gemini this question. This is what Gemini replied:



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Hey there! As a consultant specializing in project management, I see a lot of buzz around AI these days. It's a powerful tool, but integrating it smoothly takes some planning. Here are some checklists and tricks I've found helpful for my clients:



Before You Dive In:


What's the Problem You're Trying to Solve?
Is it repetitive tasks bogging you down? Scheduling nightmares? AI can help with data analysis and optimization, but don't try to fix everything at once. Identify a specific pain point and find an AI tool that tackles it.
Shop Around, Don't Just Settle:
There are tons of AI project management tools out there, so do your research. Look for features that fit your needs and budget. Can it handle your kind of data? Is it easy to integrate with your existing systems?
Clean Up Your Data Act:
AI is only as good as the information it feeds on. Make sure your project data is accurate, organized, and consistent. If your data is messy, the AI might give you messy results!

Making AI Your Teammate:


Start Small, Scale Up Later:
Don't try to automate everything right away. Begin with a pilot project to test the AI tool and see how it works with your team. This helps you iron out any wrinkles before going all-in.
Security First:
Data security is paramount. Make sure the AI tool you choose has strong security measures and complies with data privacy regulations. Your project info is sensitive, so keep it safe!
Change Doesn't Happen Overnight:
Be prepared to help your team adjust. Talk openly about AI's role in the project and its limitations. Offer training and support so everyone feels comfortable working with this new tool.

Keeping the AI Advantage:


Track What Matters:
Monitor how AI is impacting your project. Is it saving time? Improving accuracy? Having metrics helps you see if AI is delivering the promised benefits.
Humans Are Still in Charge:
AI is an amazing assistant, but it shouldn't make all the calls. Maintain human oversight of AI-generated recommendations. The final decisions are always yours!
Learning is Key:
The world of AI is constantly evolving. Stay updated and refine your AI integration strategy as you learn more and your project progresses.

Remember, AI is a powerful tool, but it's not magic. By focusing on specific needs, choosing the right tools, and keeping your team on board, you can successfully integrate AI and unlock its potential to make your projects run smoother and smarter.



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Steven Palmo SharePoint Specialist| Trigyn Technologies, Inc. Medford, Ny, United States
Currently evaluating initial Microsoft Copilot feature sets and licenses to enhance not only the information worker productivity but also the SharePoint and Power Platform additional AI assistance for near future
Good Question! In our company we have not used any of the items that you listed in the question. We need to take note about it.
Good Question! In our company we have not used any of the items that you listed in the question. We need to take note about it.
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Marcelo Guerra PM Consultant Rio de Janeiro, RJ, Brazil
We use third-party LLMs, so we have developed simple tools to anonymize the data in documents before uploading. These tools also replace specific data, such as company names, personal names, and project identifiers in prompts. This ensures that any context used by the model for further training complies with rules and protects sensitive data.
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Michael Browning Director, Cybersecurity| Vanderbilt University Nashville, United States
Thank you, this was a very interesting read!
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Richard Vestal Jr Lewisville, NC, United States
Hey Claudia,
As a PM, I use specific checklists for our PC\POS and Pinter installs, install and imaging process guides, custom site surveys, lessons learned, waste removal issues, and risk management while overseeing projects. AI will greatly simplify this process and reduce the amount of time needed to generate templates and prefilled in reports. The data provided by AI will allow all the members of the PM Team to get up to speed and forecast or predict scenarios that may develop as the project evolves. This post is being made within a training module and may not get replied to by me.

Richard Vestal, PhD, PMP, SSBB
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Touraj Akbari Sohi Tychy, 24, Poland

Claudia, thank you for your question and interest! We have not yest started using this innovative and cutting edge technology, but I personally have a burning desire to learn as much as possible in order to enable the change in the organizations! I would like to be the initiator of the change!



Keeping fingers crossed!



Thanks for the useful course!

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