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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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Gwen Murtha Project Manager| None
The company I work for doesn't use AI because we have access to proprietary data and the SLAs can be very particular about who can see that.

I'm using Claude to create an app with a friend. We are researching code scanners to scan for vulnerabilities, as well as other cybersecurity preventative tactics.
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Ebony Anderson Product Owner / Business Analyst| nThrive Plano, Tx, United States

We approach GenAI readiness by extending existing data governance, risk management, and delivery practices rather than creating a standalone checklist. Key areas include data classification and privacy rules, human-in-the-loop validation, starting with low-risk use cases, and building basic AI literacy across teams. This has helped us integrate GenAI in a controlled, value-driven way.

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RAJASHEKAR REDDY SAMALA Functional Manager| IPS Corporation Eastvale, CA, United States

I haven't used this in any of my projects or company yet. I am a beginner in this Gen AI space and keen to learn and implement my learning. I would start with: Data readiness, Governance maturity, technical infrastructure, Organizational capability.

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Brent Bean Director of Customer Support and Project Management| Davenport University Cedar Springs, Mi, United States
We are just starting our AI journey. Lots to learn and it's very exciting!
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Rohini Madan Sr. Program Manager| Infosys Ltd Dublin, Ca, United States
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!

We are allowed to use only company specific available data to try on our models and not from every and any source due to Security, Risks, Privacy and Compliance issues. Hence, the way the models interpret those variable data sources may differ in their ability to interpret a unified solution.

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Edith Ruiz Fernandez Caguas, Puerto Rico

We have not started using AI but, checklist are in place so I think they will be useful when Ai is implemented in our porcess.

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Job Ogacheko Adegede Rolling Meadows, Illinois, United States
AI is a very interesting and fascinating aspect of the future and every organization, business and governement, have to embrace it just to survive the rapidly-changing workplace and business environment. My organization has not been able to adopt AIbecause we were intially skeptical of its potential with regards to our human-centric work processes. But all that is rapidly changing now and now we are embracing AI wholeheartedly. We are in the early stages of gathering our significant project management records of over 16 years dating back to around 2010.. These are the data that will be used to train our purpose-built AI model
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Clara Sofía Guamán Jaramillo Project Management| Independent Consultants Ecuador
​To successfully integrate Gen AI in project management, my protocol includes:
​1. Prompt Engineering: Always providing clear context to the model to ensure relevant and accurate outputs.
​2. Data Validation: Verifying that the data used is quantitative and objective to avoid biases in decision-making.
​3. Security First: Only using secure, cloud-based environments when handling sensitive project information to ensure compliance.
​This approach ensures that AI is a tool for efficiency without compromising project integrity.
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AUN ABBAS Manager Planning| Infrastructure Development Authority Of The Punjab SHAH JAMAL, Pakistan

Hi Claudia,

I'm happy to share the moment when I was working on a PDF sheet manually to convert all the tables into an excel format; and then from that data I must extract information stored in a single row to multiple rows (dependent on record in a specific cell). This was huge data and for days and months working I only achieved 10% of the work. I was tired of it. But magic happened I think for shortcut and by using ChatGPT I uploaded the PDF and prompt for converting it in Excel format. and done. Just in minutes. Then I prompt with Example provided one row working and ask ChatGPT to do the same for rest of the Record. It was unbelievable for me that in a minute the data which was impossible for me to do by myself was 100% exactly what I wanted. From that time, I'm using Gen AI for easy my daily office works.

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Samiran Das Managed Service Leader| Ernst & Young Kolkata, West Bengal, India

Hi Claudia, this is great question - sharing my checklist and open to any suggestions/feedback -

  • Define Business Goals
  • Prioritize Use Cases
  • Stakeholder Buy-In
  • Define Data Model
  • Audit Data Quality
  • Check Compliance
  • Data Infrastructure
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