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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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Venkata Kumar D Functional Manager| PointCross Bangalore, KA, India
Currently we are using our organizational data to customize the LLM and using for generating predictions
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Kathleen Grimm Centennial, CO, United States
I am currently unemployed. I am taking the Generative AI courses to improve my qualifications. I do not have any experience with the LLMs. I am looking forward to actually using a LLM involving Project Management. If anyone has any test scenarios which I could use on the PMI Infinity GPT, I would appreciate it if you shared them with me.
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Shayne Bernadette Figueroa Quality Engineer Hayward, CA, United States

I recently joined PMI last month and I just passed my PMP exam earlier this month. I'm still new to integrating Generative AI into the workplace and look forward to learning from this community's insights and experiences. I would love to know how you are using Microsoft Copilot and PMI Infinity in your workflow.



Thank you all for sharing your knowledge, it's been incredibly valuable.
Happy to connect on LinkedIn: linkedin.com/in/perezshayne

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terra davies Wichita Falls, Tx, United States
The team is utilizing what we have called a project blueprint which must be included as the grouping of templates fed into Copilot to ensure the output is specific to our needs. The team is also using a shared AI prompt guide (originally provided by PMI and updated with our successful prompts) to help the PM's be more efficient and get better outputs.
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Anonymous
AT the time being we don't have any checklists but we use public AI engines for specific work purpose.
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Kassandra Flores Phoenix, Az, United States
Dec 05, 2023 1:56 AM
Replying to Zohaib Qadir
...
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.
Hello Zohaib,

These are great inputs you have provided, especially with defining clear objectives with AI. Accessing readiness is important as implement AI is part of change management with some people initially adopting and some not quite ready yet. Also taking into account of security is critical here to encourage adoption of AI in an organization.
avatar
Kassandra Flores Phoenix, Az, United States
Dec 05, 2023 1:56 AM
Replying to Zohaib Qadir
...
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.
Hello Zohaib,

These are great inputs you have provided, especially with defining clear objectives with AI. Accessing readiness is important as implement AI is part of change management with some people initially adopting and some not quite ready yet. Also taking into account of security is critical here to encourage adoption of AI in an organization.
avatar
Tinashe Gavi Masvingo, MV, Zimbabwe
I think from what i have read most of the checklists have been listed. I think it mostly has to do with capacity, do we have the tech , human resources and will the stakeholders adopt quickly
avatar
Tinashe Gavi Masvingo, MV, Zimbabwe
I think from what i have read most of the checklists have been listed. I think it mostly has to do with capacity, do we have the tech , human resources and will the stakeholders adopt quickly
avatar
Anonymous
Just getting started, but developing uses cases for Gen and non-Gen AI. Looking forward to the outcomes and implementation.
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