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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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Azzam Mohamed dar basira Buraydah, 5, Saudi Arabia
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
thanks for your input
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Keshava Chandraiah IT Project Manager| American Express Alpharetta, Ga, United States
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.
I see steps for implementation but what about the security if AI is integrated into all streams of work in the Org. Any leads on the AI in Cybersecurity
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Keshava Chandraiah IT Project Manager| American Express Alpharetta, Ga, United States
Any comments on AI Project Manager - https://www.loom.com/share/f897f7cf53df46efb0fec0039c599842?sid=0605d70c-e0bd-4131-8149-7a40f9152be0
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Rida Alturshani Mellitah oil and gas BV Tripoli, Tb, Libya
Honestly, my organisation has not started to use AI yet.
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Rafael Alarcon Leyton Cochabamba, C, Bolivia (Plurinational State of)
Hello Claudia. We're starting using AI tools in the new projects the team is working, mostly during the planning phase (project charter, risk management, i.e.)
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MOHAMMED ALZAHRANI 02, Saudi Arabia
Hello Claudia.
my organisation has not started to use AI yet in our projects
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Valerie Lopez Manager, HAFS Global PMO| Hilton Corporate Cordova, Tn, United States
Claudia,

This is a great question. My company launched CoPilot as our generative AI tool. We're not using any specific checklists, however, I have been using the following to assess my readiness such as:
*Conducting skill and gap assessments then attending training courses.
*Building a compilation of prompts for regular usage.
*Feedback submission to CoPilot as output gets improves with feedback.
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Jose Ivorra Bogota, D.C., Colombia
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!
Buenos días. Apenas estoy empezando a aprender sobre AI. Sorry, I cannot help.
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Rudy Rodriguez Technical Director| Lincoln Center for the Performing Arts United States
My company isn't laying out a Gen AI strategy for PM yet so I am doing one on my own. It's mapping out all the tasks in a project and then seeing where we can digitize. You can even have AI help you figure out when AI would be best here!
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Lorenzo Pawnell Canyon Lake, TX, United States
Hi Claudia. I am not with an organization currently and my previous one wasn't using anything predictive that I cn recall. Looking at the course that are provided on GenAI, are definitely educating me on the great possibilities of this type of software such as PMI's Infinity.
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