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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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Serge Ateba, PMP Director Project Controls| KBR Houston, United States
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!
Great question here from Claudia. I am also in consulting and would love to hear what others have to say about this. I will see this as a readiness stage gate process where the further we progress to the end, the more ready we are it integrating in in our workflow. There should deliverables at each gate and a quality control performed to move to the next stage. I will start working on a gate readiness process to integrate GenAI into the project delivery process
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Ling Yu TSOI Programme officer| The Hong Kong Academy of Gifted Education Yuen Long, -, Hong Kong
We only use ChatGPT in our organization. I wonder if the education sector in Asian society seems to be more conservative towards AI?
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Ratnakar Gandhe Head of EDS and smart energy solutions| Mindteck India Ltd Bangalore, Kar., India
I see lot of potential of working with Generative AI data for the data we collect from smart city implementation particularly for energy saving and and intelligent traffic control. would be closely monitor this after integrating projects in operational mode
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Oscar Olaro Senior Planner Industry and Technology| National Planning Authority 17 Clement Hill Road, Kampala, Uganda
Not implemented it yet, as our organisation is yet to adopt and create a policy on AI(we have an IT dept leading on this). However at individual level, i have found it very important in quantitative data like predicting energy demand over a given period. From the lessons here, i am keen on doing some work for the O&G sector in my country and compare with what others get. From the lessons i got from the PMPXPO, i decided to give it a try and i am a convert. Thanks PMI for putting the course to us!
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Rudolf Kalumbu Section Head: Mechanical & Electrical| City of Windhoek Kh, Namibia
We are not yet using AI at organizational level. However, it won't be long before it is implemented. The insights here will definitely be helpful in ensuring that we do not miss any critical steps. thank you all for your valuable contributions.
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Stacy Gibson-Grandfield Project Manager| State of Vermont Waterbury, Vt, United States
We are just beginning to consider how to use GenAI in our PMO. Lessons Learned is something I'm interested in exploring further.
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Donna Ott Director of PM/PMO| ETS Maple Shade, Nj, United States
Dec 02, 2023 8:50 AM
Replying to Markus Kopko
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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
very helpful information. Mind if I copy it into a word document for use in the future?
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Lucy Bellissimo Program Manager| York University Toronto, Ontario, Canada
Frankly I haven't asked the question but I will look into it now that I have this context to do so.
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Emir Pernet Asesor de Proyectos en Tecnologias de la Informacion Bogota, Dc, Colombia
We are just getting familiar with GEN AI. We have been promoting a PM culture by PMI Certification por Large Projects, and DASDM for Agile Projects.
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Felipe Gamez Brisbane , Australia
in HR we have yet to integrate AI into our platforms. HOwever, we hope AI will help us with future hiring needs for workforce planning. It will also be used to screen CVs, but some of us are concerned about the bias AI may have when shortlisting candidates. As of today, we are currently reading each CV one by one
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