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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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Syed Ashir Riaz
Community Champion
AI-Powered Social Media Strategist
Great question! In my case, I’ve been using structured checklists to ensure data quality, governance, and compliance before integrating Gen AI into workflows. Clear protocols for accuracy, ethics, and security facilitate smoother adoption and build trust in the results.
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Alan Babu Senior Program Manager| General Motors Windsor, ONTARIO, Canada
Nov 29, 2023 8:14 PM
Replying to Rami Kaibni
...
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!
Copilot chat is used extensively in our organization. Glean AI is also getting some prominence
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Konstantinos Bompogiannis Ioannina, Greece
Hello i want to ask about PMI infinity AI how can we use it in collaboration with another AI tool?Thank you
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Paul Hill Warranty Administrator| Haselwood Auto Group Bremerton, WA, United States
I am very new to this environment and have nothing to share just yet.
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Albert Gisore Program and WASH Advisor| Malteser International Nairobi, Kenya
Thank you ,
Started learning about it and have no checklist to share for now.
Dec 02, 2023 8:50 AM
Replying to Markus Kopko
...
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

Monitoring and evaluation (M&E) help catch risks early. In software projects, these focus on whether ethical and fairness safeguards are maintained over time.

Since we use JIRA JWM for the Project mangement , the GenAI canbe very helpful

1. Automated Ticket Generation & Summarization
2. Intelligent Issue Prioritization & Tagging
3. Sprint Planning Assistance
4. Automated Status Updates & Progress Summaries
5. Smart Recommendations & Risk Alerts
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Bofeng Cheng Branch Managing Director, PMP, EMBA| Sunda International Kisumu, Kenya
The current approach involves building upon ChatGPT by feeding it as much relevant project information from my own experiences as possible. This aims to create a personalized and customized AI tool. Through continuous supplementation with specific examples and contextual background, a tailored AI model will be developed. Leveraging the latest professional inputs from PMI Infinity, this model will continually enhance its specialized problem-solving capabilities within my project environment.
After all, the goal is to balance cost-effectiveness while ensuring robust support for personalized scenarios.
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Laurenda Todome Director of Operations| African Center for Equitable Development (ACED) Lome, Togo
Dec 02, 2023 8:50 AM
Replying to Markus Kopko
...
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

At my organization, a think and do thank, we are still in the early stages of exploring the integration of Generative AI into our workflows, but we are taking deliberate steps to assess our readiness. Instead of relying on a single checklist, we are combining several approaches : (i) internal assessment frameworks: We evaluate potential use cases for Gen AI (research synthesis, data analysis, project reporting, communication) and map them against our organizational priorities; (ii) data governance protocols: We are reviewing the quality, sensitivity, and ethical dimensions of the data we manage, especially since we work with vulnerable communities in West Africa. Ensuring compliance with data protection standards is central to our readiness; (iii) capacity-building checklists: We have started documenting the skills and knowledge our team needs to adopt Gen AI tools responsibly, and we are running internal awareness sessions to strengthen digital literacy; (iv) pilot testing: Before scaling, we test Gen AI tools on small, low-risk tasks to evaluate accuracy, reliability, and team feedback.



Overall, our strategy is cautious but forward-looking: we want to harness the opportunities of Gen AI while safeguarding ethical standards and the trust of the communities we serve.

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Erich Koroschetz Managing Director| ProGradient Professional Services Barrie, Ontario, Canada

I don't have a specific corporate process that applies, but as I use GenAI, I am always careful about anonymity/data protection. I will frequently remove key descriptors.



Also, I will sometimes bounce between different models to see the variety of LLM responses and work between the various outputs.

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