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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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Gbadebo Babsalaam Geoscience Project Manager Calgary, Alberta, Canada
Hi Claudia, thank you for your question. The integration and utilization of generative AI in the geotechnical and geoenvironmental industry has come to stay. Below are a few examples;

1) Automated Geotechnical Report Drafting: Summarizes lab & field test results into initial report drafts.

2) Predictive Slope Failure Modeling: Uses AI to merge weather forecasts + sensor data for proactive risk alerts.

3) Digital Twin Updates: AI automates real-time updates to 3D ground models from live monitoring feeds.

4) Contaminant Plume Simulation: AI predicts pollutant migration patterns in groundwater.

5) Generative Design for Foundations: AI proposes optimal pile layouts based on geotechnical constraints.

6) AI-Augmented Risk Dashboards: Merges GIS + big data for visual decision-making.

7) Site Investigation Optimization: AI predicts where to drill/test for maximum information gain.
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José Martín Ornelas Mejorada PMO Manager| Orion Innovation Mexico Ecatepec, Estado De Mexico, Mexico

In our organization, every project goes through a formal classification process during the handoff from Pre-Sales to Delivery.
This classification evaluates nature, complexity, cost, and risk, enabling us to assign the most suitable Project Manager — Senior, Experienced, or Junior — to ensure both capability and bandwidth match the project’s needs.



When it comes to Generative AI initiatives, we have extended this framework to include additional readiness criteria before confirming project execution.



This approach ensures that resource allocation, governance, and execution strategies are proportionate to both the complexity and the specific risks of integrating Generative AI into business workflows.



By combining traditional project classification with AI-specific readiness checks, we are better positioned to manage expectations, mitigate risks early, and deliver value with confidence.

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AMY MCMILLION Director of Operations Support| ArborMetrics Solutions, LLC Charleston, WV, United States
This is a terrific question, but my organization is just at the beginning of understanding and utilizing AI capabilities.
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AMY MCMILLION Director of Operations Support| ArborMetrics Solutions, LLC Charleston, WV, United States
This is a terrific question, but my organization is just at the beginning of understanding and utilizing AI capabilities.
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Srivenkata Namburi Hyderabad, TG, India
Good day to all.
I am in Project Delivery in IT Organisation(s) for past 27 years. One of the major issues faced by management is PROJECT Estimation and accuracy of it during different phases, from bidding phase till execution. I am interested to know if anyone in this community has come with a framework (or estimation templates) to estimate project efforts/costs with a plan to utilize AI Tools in Project execution.
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Aderaldo Chagas Jr. PM Consultant| None SÃO BERNARDO DO CAMPO, SP, Brazil
Hi Claudia! I haven’t defined any formal protocols yet, but I’ve started experimenting with tools like CoPilot, ChatGPT, and PMI’s AI Assistant. The idea is simple: to understand where these technologies make sense and where they don’t. Because integrating GenAI isn’t just about efficiency. It’s about knowing what can be delegated to machines and what remains too human to automate. Let’s see how far I get. Cheers!
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Chris Okoye Manager, Project Management| NNPC/NAPIMS Chester, Va, 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.
Hey Rami, thank you for your great insights on potential areas to deploy AI in the construction industry.
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Darshan Domah Plymouth, Mn, United States
Dec 02, 2023 8:50 AM
Replying to Markus Kopko
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Dear Claudia,

Specific checklists and protocols can be beneficial to assess readiness for working with Generative AI (GenAI) data within a project or organizational context. These tools help ensure all necessary factors are considered and addressed before integrating GenAI into your workflows. Here’s a structured approach:

GenAI Readiness Assessment Checklist:
Infrastructure Readiness:

Evaluate existing IT infrastructure for compatibility with GenAI requirements.
Ensure adequate computing power and storage capacity.
Assess network capabilities for handling GenAI data processing.
Data Management:

Inventory available data sources relevant to GenAI applications.
Assess the quality, volume, and variety of data.
Establish data governance policies, including data privacy and security measures.
Skills and Knowledge:

Evaluate the team’s current understanding of GenAI.
Identify skill gaps and plan for training or hiring.
Ensure access to GenAI expertise, either internally or through external partnerships.
Legal and Compliance:

Review data usage and GenAI applications for compliance with laws (e.g., GDPR, CCPA).
Assess ethical considerations related to GenAI use.
Technology and Tools:

Identify and evaluate GenAI tools and platforms suitable for your needs.
Ensure compatibility of these tools with existing systems.
Risk Assessment:

Identify potential risks associated with GenAI implementation.
Develop strategies for risk mitigation.
Stakeholder Engagement:

Engage with key stakeholders to understand their expectations and concerns.
Develop a communication plan for GenAI integration.
Pilot Testing:

Plan for pilot projects to test GenAI integration.
Define success criteria for pilot projects.
Feedback and Improvement Mechanisms:

Establish processes for ongoing feedback on GenAI use.
Plan for regular reviews and updates of GenAI strategies.
Protocols for GenAI Integration:
Project Initiation Protocol:

Define objectives and scope for GenAI application in specific projects.
Conduct initial stakeholder meetings to align goals and expectations.
Data Preparation Protocol:

Standard procedures for data cleaning, labeling, and preprocessing.
Protocols for data security and privacy during GenAI handling.
Training and Development Protocol:

Guidelines for training team members on GenAI tools and concepts.
Schedule for ongoing learning and development.
Quality Assurance Protocol:

Steps for validating and testing GenAI outputs.
Regular audits to ensure quality and accuracy.
Change Management Protocol:

Guidelines for managing the transition to GenAI-enhanced processes.
Support structures for team members adapting to new tools and workflows.

Conclusion:
Implementing these checklists and protocols provides a structured framework to assess and prepare for the integration of GenAI. It’s essential to approach this process methodically, ensuring that infrastructure, data, skills, and compliance are thoroughly addressed. Regular reviews and updates to these protocols are also crucial as GenAI technology and its applications continue to evolve.

BR,

Markus
Hi Markus, thanks for this comprehensive assessment list.
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Ileanna Lopez Transformation Program Manager| Equifax Alpharetta, Ga, United States
Nov 29, 2023 8:14 PM
Replying to Rami Kaibni
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Claudia, this is a great question. However, given the nature of what we do as consultants, we haven't yet started preparing for this but would be very interested to see what other professionals and organizations are doing!
My organization used AI and even create a platform internally and for the external customer. However PMO we are starting to see workflow on capabilities, and what can we do. The manager is encouraging us to take "Gen AI: Beyond Chatbot" from Google and other course, so I'm looking forward how can we leverage it, to facilitate the creation of reports and presentation to the executive, if possible. We do used Gemine for minutes and action item generator (either Spanish or English) and at least I have 1hr of my day back.
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Leslie Nanton Project Manager | Business Technology Solutions Consultant| Quality Solutions Integrated (QSI) Toronto, Ontario, Canada
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. :-)

At QS Integrated, my business partner and I have been trying to create some structure around how we use Generative AI in projects. Here are a few things that we have been considering throughout the process:



-Clear use cases and KPIs so we are not just using “AI for the sake of AI.”



With clients using our Advanced Google Analytics services, we have Gen AI assess reports and highlight potential KPIs. Those insights are then validated with the client during meetings, or they spark useful discussions around what really matters to measure.



-Double-check data governance and compliance before anything goes live.



We considered using an AI to convert and transfer scanned records into an EHR system for one of our healthcare clients. We then considered that the tool might accidentally expose protected health information (PHI). Even though the AI was powerful, we discussed with the client and restricted it to sanitized datasets and added an internal review/approval step before use. That way, we stayed compliant with HIPAA while still gaining efficiency.



-Have an AI use policy that keeps human oversight in the loop.



For us, this just means AI can draft things like reports or proposals, but me , as project manager, always reviews and signs off. If numbers or data are involved, we double-check against official records.



-My business partner and I have been training on prompt writing and learning about bias awareness, and we ensure that our remote teams are aware and practicing the same.



At QSI, we treat AI as a keen and valuable intern rather than a replacement.


For others here: What has been the biggest challenge you personally ran into, when trying to bring Gen AI into your workflows?
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