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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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Lynley Merrington Project Management Professional | South African Radio Astronomy Observatory Cape Town, Western Province, South Africa
Much like Rami in our PMO we have not yet prepared specific checklists or protocols to assess our readiness for with with GenAI however I have already learnt a great deal on this course and from the discussions.
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Amanda Johnson MBA, MSM, PMP, PSM I, LSSYB| None Montevideo, Departemento de Monevideo, Uruguay

As I am currently between jobs, I've been learning GenAI on my own, specifically ChatGPT and Perplexity. However, about a year ago, I worked for a small city in TX. I could already see potential benefits for using GenAI in the department, but the security officer and otherss of those higher up than myself didn't know about anything other than ChatGPT and feared the openness of it.



Instead of learning about GenAI and working on protocols to start using it in a safe way, they did not even allow convesation about it. It was unfortunate.

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Javier Marin Chamon Guadalajara, Spain
At this time this is really an interesant discussion as we are in the moment to start improving our processes with AI so, we are in the time to study and make our own procedures in this matter
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Elizabeth Massura Principal Marketo Consultant| Acxiom Chicago, IL, United States
We haven't started the process of assessing AI readiness yet. Looking forward to learning more through this course, the community and other resources.
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Ornella Pucciariello PhD, Publishing Specialist| Frontiers SA Madrid, MD, Spain
Hello! We started using a SaaS company GPT as support for our daily tasks. We do not have a protocol yet. Happy to learn more and support my team and company.
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Patricia White Educator/Trainer| UMUC Orange Park, Fl, United States
In my position, we are not yet using Gen AI, however, I am familiarizing myself with the technology to improve my understanding so that I will be ready to participate once the company decides to use it.
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MATSIKO LIVINGSTONE Project Management Specialist Kampala, Uganda
Dec 12, 2023 5:04 PM
Replying to Markus Kopko
...
Dear Claudia,

sure, of course, it depends on the specific customer and the specific project situation, but we always customize and streamline the checklists and the needed Steps/deliverables.

But most of the checkpoints are needed for most of the projects.

BR,

Markus
Thank you Markus for sharing great lessons
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Anonymous
What information is retained by AI even if information is stored in proprietary cloud based solution?
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Salman Chohan Senior Project Manager| TPL Maps Islamabad, IS, Pakistan
When preparing to integrate Generative AI into workflows, it's essential to have a structured approach. Here are some key strategies and tools to consider:


- Identify potential risks associated with using Generative AI, such as data privacy, bias, and security concerns.
- Assess the quality and relevance of the data you'll be using to train or fine-tune AI models.
- Start with small-scale pilot projects to test the effectiveness of Generative AI in specific areas.
- Gather feedback and iterate based on the outcomes before scaling up.
- Provide training for team members on AI principles, ethical considerations, and best practices for using Generative AI.
- Encourage continuous learning as the technology evolves.
- Set up mechanisms for ongoing evaluation to adapt and improve the implementation.
- Evaluate and select appropriate tools and platforms that align with your project goals and technical capabilities.


By combining these strategies, organizations can enhance their readiness to integrate Generative AI into their workflows effectively.
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Ryan Talavera Program Manager| Elbit America Merrimack, NH, United States
I am not utilizing any specific checklists or protocols to assess readiness for working with Generative AI data. I cannot speak for the company. In the interim, I'm learning everything I can to ensure my projects are ready to leverage any authorized use of Gen AI.
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