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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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Larry Mitchell Redmond, Wa, United States
This is a great question. Given the advent of ChatGPT this technology and associated tools are developing rapidly. For the work I do this is hitting my industry in much the same way the Internet did in the 90's but much quicker. Very exploratory, unregulated, rules of use still being defined and developed. We are all currently in realms of possibilities and working our way to structured execution and meaningful realizations.
Thanks to PMI for hosting a great couple introductory courses related to GenAI and thank you Claudia for this discussion.
Does my organization have checklists or protocols? Not yet. The organization I work at (like many here I presume) struggles with maintaining historical information in a readily accessible format that GenAI tools can leverage (for example, we do not have a central archive of our project information, information resides in various formats across numerous technology platforms where not all users have security access).
Starting small by creating and refining prompts that can be shared with colleagues is a great grass roots way to start building standards for an organization and set the foundation for expansion. I’m finding I can start in my own little corner of the organization and encourage others to do the same. By taking steps to define my own relationship with GenAI; define personal goals and objectives, undertake learning, and setting good practices with respect to retaining and filing information, I can begin leveraging GenAI in my own projects and set the stage for future growth and adoption by others at my organization. This can ultimately help build a business case for organizational adoption, defining standards, policies and protocols.
There are some amazing prompt engineering courses available online. With prompts in hand, I’ve been using Copilot and ChatGPT to assist with creating risk assessments, stakeholder assessments, scope and charter definitions and RACI charts just to name a few by feeding the tools good prompts and initial information! As my current projects move into execution, I’ll be looking to develop or find prompts to assist with status tracking and reporting. As I build out my own inventory of prompts, I’ll be sharing with others, adapting and changing them as needed as we learn together.
(As a side note, to anyone potentially following this approach, I highly recommend being cautious to not share proprietary or personal information into an opensource tool, being cognizant of your organizations policies around privacy and IT use, and of course openly sharing sources of information and the tools being used.)
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Aayush Gaur Toronto, ONTARIO, Canada
Hi Claudia,
I am currently working as a consultant in travel industry. Though we haven't implemented yet, but I believe there is a lot to explore.
To begin with, all companies are driven by its revenue. So I would like to directly relate to that. If I think about how we can utilize checklists or protocols, I would like to start with getting the travel sales data and build relations between a constant i.e. sales and multiple variables such as Month, weather, occasions, offers & promos etc. After developing the insights, I am thinking to develop checklist and protocols specific to categories for pricing analysts team, sales team to identify patterns based on insights and changes approach accordingly.
But again, this is just the begining, I really believe companies are currently doing a lot more as GenAI has a lot more potential.
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Sarah Wiseman Project Manager| JR Automation Saint Clair Shores, Mi, United States
I have not heard of our company utilizing AI in any way. We are a ITAR facility so it would take a lot in order for them to consider this let alone implement.
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Adeoluwa Adewale Stoke-On-Trent, Eng, United Kingdom
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!
The importance of Gen AI cannot be over emphasised. I'm looking at implementing historical data of lessons learned over decades to improve project outcomes, benefits to mitigate risks, issues, scope creep for better project health and viability.
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YAMEN ABDUL MASIH MAKSOUD Senior Landscape Engineer| ITALCONSULT Abu dhabi, AZ, United Arab Emirates
Development of a risk management plan.
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Kisha Smalls Cypress, Tx, United States
Claudia,
Being in a startup allows us to integrate AI as we build. As you can imagine, we don't have fully documented out processes but have brainstormed how we leverage existing AI tools as we need to be creative with limited resources.

The "checklist" is more of a forward looking dynamic tradeoff chain as we progress through different stages of product maturity - concept, development, launch, iterations. As we solidify product-market fit and cross over into growth, we will expand AI beyond the product development into other aspects of the inner workings of the company with the ultimate goal being to make it easier for us to focus on achieving continued acquisition/engagement/retention, etc.
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Anonymous
Using trained AI for monitoring transferences
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Subhasish Roy LOUISVILLE, KY, United States
Nov 30, 2023 10:16 AM
Replying to Claudia Alcelay
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Hello Rami, your approach as a consultant could provide us with great cases to build upon a standardized approach to Gen AI data readiness. Although not into this topic yet, if some ideas come to your mind where you think Gen AI could play a role in your profession, please share. :-)
Hi Claudia,
Great question. At my previous organization, we didn't consider implementing specific checklists or protocols for working with Generative AI data. However, I am now embarking on a new role at a healthcare company that uses AI within their PMO. I will definitely share what I learn from this new experience.

Additionally, I would love to hear from my peers about the strategies and tools they've implemented to prepare for integrating Generative AI into their workflows. Specifically, I'm interested in automating Weekly Status Reports using GenAI/ChatGPT. If anyone has used ChatGPT or any other open/public AI tool for automating WSRs, please share your experiences and insights.
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DORA LUZ Mejia CEO| IT Explore Envigado, Antioquia, Colombia
For specific business purposes I have identified these points
1. Ensuring the learning process for the models, we need to Identify the predictive results vs the real scenarios and having enough data from real perspectives to calibrate the models in a proper way
2. The approach for these these kind of projects are mostly adaptives, have found more challenging managing predictive approaches with the factors that the scenarios for GenAI includes. But, there are some kind of actitivies in the project that we can include as a predictive scenarios. SO, I would include to analyze the perspective of Agile, or hybrid approach for the specific cases.
3. strategics for the historical data collection and ensuring accuracy for the models
4. tesging models for integrating and expose the results to different channels and users. It is different to have the model and testing the model , than generating the APIs for consuming the model. I have found different challenges when I need to expose the Model for consuming in different scenarios.
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