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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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Juan Chinchay Lima, Lima, Peru
We are preparing for Gen AI by mapping specific use cases within our project management office. Our current readiness checklist evaluates Process Automation Feasibility. We are piloting protocols to use Gen AI for analyzing extensive technical bidding documents, summarizing regional progress reports and predicting bottlenecks during supervision. Our strategy is to use GIS and project management tools with AI assistants, ensuring our supervisory teams have verified protocols to fact-check AI outputs (human-in-the-loop).
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Christine Wilson-White Vancouver, British Columbia, Canada

As part of any new initiatives/projects, both those intending to use AI or others, there is a process/analysis done to document what data may be used/generated/exposed and to what systems. Potential security issues are identified and the risk assessed before a go-ahead is given to the project's use of that data.

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Christine Wilson-White Vancouver, British Columbia, Canada

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Yurley Morgado Acevedo Bogotá, DC, Colombia

I would focus on clear goals, data quality, security, and testing before integrating GenAI into a project workflow.

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Yurley Morgado Acevedo Bogotá, DC, Colombia
I would focus on clear goals, data quality, security, and testing before integrating GenAI into a project workflow.
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Cheryl McIntyre-Hall Managing Principal| Hallmark Business Services,U.S.A.
Dec 01, 2023 11:40 AM
Replying to Rami Kaibni
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I don't have a clear cut answer to your question, Claudia. However, I believe it's going to be tough to incorporate AI quickly and it will find resistance in the beginning just like Agile and Agility did but sooner or later it will find its way everywhere.

PMI did two good actionable approaches by creating the PMI AI Assistant and releasing the GenAI Course.

I'd be interested to see what other members of this community have to say about this.
Agreed Rami, acceptance of AI will take time. Many organizations are at the assessment phase with Gen AI. Some our clients especially in the Financial Services are cautiously exploring the options in an effort to benefit from the operational efficiencies Gen AI can produce if properly implemented, while ensuring customers remain confident that their is not at risk in this era of AI. As consultants we are creating our playbook of common PM tools using Gen AI that can be applied to clients within the same industries, with minimal variation, allowing more of our time to focus on strategy and the unique solutions often required by our clients and less time on common repetitive project tasks.
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Thomas Dean Senior Cyber Strategist, Strategy Division, 616 Operations Center,| USAF San Antonio, Tx, United States

Through checklist & discussion. Regarding training for AI suggest examining the IBM RAG and Agentic AI certification. 10 courses, free to most demographics.

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Cristhy Coronado Miranda Bogotá, DC, Colombia
In our projects, we assess Gen AI readiness across several dimensions before integrating it into workflows: business value, data readiness, process maturity, technology, governance, and people.
A simple checklist includes: defining the business problem and expected benefits; validating data quality, availability, privacy, and security; identifying where human oversight is required; assessing integration with existing systems and processes; establishing clear ownership and governance; and defining measurable KPIs before starting.
We also prefer to begin with small, controlled pilots, measure both operational impact and user adoption, capture lessons learned, and then scale based on evidence. For me, Gen AI readiness is not only about having the technology available, it is about ensuring that the process, data, people, and governance are ready to use it responsibly and generate measurable value.
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John Mahoney Principal Consultant| High Expectations International LLC Bay Saint Louis, Ms, United States
I work mostly with electric and gas utilities. Most have adopted continuous improvement project focused on improving service delivery while reducing costs for their customers. internal policies and associated checklists provide the mechanisms to screen and access candidate projects from a technical capability and cost-effective approach. Screening and approvals are normally based upon cost benefit and operational risk. Also, there are tax benefits for research and experimentation projects, and tax credits and deduction have a value to utilities that can improve the value to the business if tracked appropriately.
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Navapsha Shajahan Mechanical Engineer| Kuwait oil company (KOC) Kallakurichi, TN, India
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!
Absolutely, Claudia. I agree that learning from other professionals and organizations can provide valuable insights, especially when preparing for changes and challenges in the consulting environment. It would be great to hear how others are approaching this and share best practices within the PMI community.
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