Project Management

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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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Giancarlo Frasson Healthcare Project Manager| General Electric Healthcare Vigonza, Padova, Italy
Great question, Claudia. I think we as organization, especially in Italy , we are struggling on it . To be honest I think we are or at least myself, i'm still trying to understand what's AI . So the integration on my job is still there , not a wip , for now.
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RENU PHANEENDRA SINGAMSETTI DUBAI, DU, United Arab Emirates

thanks for valuable information

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Spardha Jain Project Manager| Zalaris Consulting UKI England, United Kingdom
Some of our customers have begun using it to transcribe notes during teams meeting, AI however is not been formally implimented in our Project Management framework or standard operating procedure. As a result I only use it informally to understand the response pattern and support in my day to day activities. I do intend to create an automated workflow post completion of the AI training course. Ty!
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Katie Morgan Business Analyst and Project Manager| Pacific University Forest Grove, Or, United States
Dec 29, 2025 8:00 PM
Replying to Vinay Phani Tadala
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Yes — but deliberately lightweight and governance-first. I’m not using a generic “AI readiness” checklist. Instead, I apply a structured gating protocol before GenAI touches any workflow. It covers four things: data classification (PHI/PII, client-owned, internal), usage intent (assist vs. automate), control points (human-in-the-loop, auditability), and failure modes (what breaks if the model is wrong). I treat GenAI like a junior analyst with zero institutional context: powerful, fast, and risky without guardrails. Tooling is secondary; discipline, boundaries, and clear operating assumptions come first.
I love your analogy, comparing AI to a junior analyst: "powerful, fast, and risky without guardrails". This is so well-put!
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Chirag Shah Vaughan, Ontario, Canada

Hello, while AI integration in terms of using it for meeting notes, summarization and organization of emails, to do tasks and enhancing reports are embraced and implemented; there is work in progress in developing checklist for commercial and procurement readiness type checklist using AI datasets. I will be interested in knowing if there are any such checklists or tools already developed and available for Design Readiness, System Integration and Assurance as well as Commercial and Procurement before tender and Commissioning and Testing of Systems during construction and before completion and close out.

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Cecilia Corrales Miguel Hidalgo, Ciudad de México, Mexico

Also, consider internal-company resources in the stakeholder part to maintain the chosen model, do the fine-tunning and spot the early adopters to spread the word and build meaninful business cases

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Mary Joyce San Francisco, CA, United States
Such an interesting topic.
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Mary Joyce San Francisco, CA, United States
So compelling.
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Asad Farooq Islamabad, Pakistan

Focus on more documentation of the processes adopted or not adopted during the project progress

All the issues and challenges are addressed in a register with all the details

Project progress reports - monthly/interim/end term - are properly reviewed and archived

Selection criteria of the project participants are formally agreed and documented

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Suranjan Das Senior Manager HRIT| Newmont Corporation United States
Hi Claudia, a very relevant question. However, In my company, the concept to use Gen AI for Project Management is still far away but some folks have started thinking in this dimension and I hope, start using it for better project management.
Regards
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