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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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"I'm learning about the power of available GenAI tools, and I’ve already found them very helpful in two situations where I was dealing with KPIs and risk management challenges. My next step is to explore PMI Infinity."
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Shirley Villanes Borja Lima, Lima, Peru
That's a great question. In our company, we are very interested in applying it although we are defining now priorities and the strategy to include Gen AI in our processes
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antonino santagata Pozzuoli, 72, Italy
I'm attending to the PMI elearning courses these days. I'm new of this field. Everything seems really exciting. I have two initial considerations / doubts.
1) How many companies / organizations have structured or unstructured data repository on past projects to be used for Gen AI? Not so many, I'd say in my experience
2) How many companies are willing to rely on public LLMs for their projects? IP concerns are relevant in this case (including both the company and the entire value / supply chain as system integrators, technology providers, ...).
Of course, there could be many options to be considered that I'm not fully aware of. Perhaps PMI Infinity is an answer (I haven't tried it yet).
So many opportunities. So many problems to be solved. A variety of tools and approaches to be considered. New advances week after week. There is a lot of interesting work to be done. What a beautiful world!!
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Pascal Delaporte Projects Manager| BRGM Fleury-Les-Aubrais, France
Dear Claudia, thank you for bringing this topic here. My company is very shy with the use of Gen AI in project management because of data privacy concerns. We're looking more towards the use of AI in science-related projects, for instance ML models to improve underground water levels predictions or LLMs to analyse years of scientific reports and publications and bring relevant data to project managers and teams. Through training, I'm looking forward to promoting the advantages and risk mitigation strategies to use Gen AI tools and help its adoption.
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Pascal Delaporte Projects Manager| BRGM Fleury-Les-Aubrais, France
Dear Claudia, thank you for bringing this topic here. My company is very shy with the use of Gen AI in project management because of data privacy concerns. We're looking more towards the use of AI in science-related projects, for instance ML models to improve underground water levels predictions or LLMs to analyse years of scientific reports and publications and bring relevant data to project managers and teams. Through training, I'm looking forward to promoting the advantages and risk mitigation strategies to use Gen AI tools and help its adoption.
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Jacqueline Mitchell Plantation, Fl, United States
Dec 01, 2023 11:40 AM
Replying to Rami Kaibni
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I don't have a clear cut answer to your question, Claudia. However, I believe it's going to be tough to incorporate AI quickly and it will find resistance in the beginning just like Agile and Agility did but sooner or later it will find its way everywhere.

PMI did two good actionable approaches by creating the PMI AI Assistant and releasing the GenAI Course.

I'd be interested to see what other members of this community have to say about this.
Agreed. I'm a consultant and the push back on AI within the organizations I have come to work with is incredible. They are terrified of a 'new' way of doing things. Just very few of us are champions and see the value. These organizations don't realize that they can scrub the data and remove proprietary information and still get great analysis. I am using AI on my own very carefully and gaining efficiencies within my work.
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Jacqueline Mitchell Plantation, Fl, United States
Dec 01, 2023 11:40 AM
Replying to Rami Kaibni
...
I don't have a clear cut answer to your question, Claudia. However, I believe it's going to be tough to incorporate AI quickly and it will find resistance in the beginning just like Agile and Agility did but sooner or later it will find its way everywhere.

PMI did two good actionable approaches by creating the PMI AI Assistant and releasing the GenAI Course.

I'd be interested to see what other members of this community have to say about this.
Agreed. I'm a consultant and the push back on AI within the organizations I have come to work with is incredible. They are terrified of a 'new' way of doing things. Just very few of us are champions and see the value. These organizations don't realize that they can scrub the data and remove proprietary information and still get great analysis. I am using AI on my own very carefully and gaining efficiencies within my work.
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Kenneth Lackey Project Manager| Lancaster County Heath Springs, SC, United States
I'd just like to thank you all for the sharing of knowledge. I am learning about AI and how to implement it into my field. I have a lot to learn, but with PMI and professionals like yourselves, I will have a fighting chance. Thanks again.
I currently work the social media advertising space. Although there is an increased use of AI in order automate and optimize advertising platforms, there aren't very many checklists for these protocols. It's a slow crawl toward achieving many utilizations for AI, however, like any new tool, full implementation will take some time.
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ALIMUL RAZI Technical Project Manager| BJIT Limited London, United Kingdom
We've started implementing some structured approaches to assess our readiness for integrating Generative AI. Internally, we're using a combination of data governance checklists and ethical AI frameworks to ensure our data handling practices align with compliance and quality standards. We also adopted a readiness assessment matrix that evaluates data quality, model training capabilities, and team skills. On the tooling side, we've been exploring platforms like AWS Bedrock and are piloting small-scale use cases while documenting best practices. It's still early, but these steps are helping us build a foundation for more widespread Gen AI adoption.
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