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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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Roselyne Nagaba Mawanda Kampala, 108, Uganda
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 working with customised templates that hopefully will be easy to integrate into GenAI. The verdict is till out there
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Rajkumar Mouttou Senior Manager| Excelacom Technologies Pondicherry, Puducherry, India
For a simple starting point, we can begin with these three areas:

Risk Management
Project Planning and Scheduling
Stakeholder Engagement and Communication

Risk Management
Prediction: GenAI can analyze historical project data to predict potential risks and their impact, leveraging machine learning algorithms to identify patterns and anomalies.
Mitigation: It can suggest risk mitigation strategies based on similar past projects, reducing the likelihood of risk occurrence by up to 30%.
Monitoring: GenAI continuously monitors ongoing projects for new risks and alerts the team in real-time, ensuring prompt action and minimizing damage.

Project Planning and Scheduling
Optimization: GenAI can create optimized project schedules by analyzing project parameters and constraints, reducing project duration by up to 25%.
Resource Allocation: It allocates resources efficiently, ensuring that tasks are assigned to the right team members based on their strengths and availability.
Real-Time Adjustments: GenAI can adjust schedules dynamically based on project progress and changes, minimizing delays and ensuring timely delivery.

Stakeholder Engagement and Communication
Sentiment Analysis: GenAI can analyze communication patterns to gauge stakeholder sentiment and engagement levels, identifying potential issues before they become major problems.
Personalized Communication: It can tailor communication to individual stakeholders based on their preferences and engagement history, increasing stakeholder satisfaction by up to 40%.
Automated Updates: GenAI-driven virtual assistants can provide stakeholders with regular, personalized updates, keeping them informed and engaged throughout the project lifecycle.

By implementing GenAI in these areas, organizations can significantly improve project efficiency, risk management, and stakeholder satisfaction.
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Cristhian Pacheco Castillo Chorrillos, , Peru
Not yet. We are evaluating what strategies or tools are available that fit our business objectives to integrate generative AI into our workflows.
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Trystan Banger Principal Project Manager | CGW Consultants Nelson, New Zealand
We're still at the flop around the floor and can't sit up stage of our organizational change towards GenAI driven workflows. Preparations currently underway include getting all of our new technical and project data into the digital domain and saved on our cloud-based server. Concurrently we are updating forms and templates to capture data points that would be of use now, and could be of use in the future. Lastly, we're trialing discrete workflows that could benefit from GenAI use and documenting results whether good or poor. Spolier- they're mostly beneficial. Exciting times really and glad to be part of it!
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Syed Ashir Riaz
Community Champion
AI-Powered Social Media Strategist

Dear Claudia Alcelay,

My GenAI Integration Checklist:

1. Assess:
Use Cases: Identify areas for GenAI application.
Data: Ensure sufficient data for model training.
Infrastructure: Verify technical readiness.
Skills: Assess team expertise in GenAI.



2. Strategize:
Objectives: Define clear goals for GenAI use.
Tools: Select appropriate GenAI solutions. (Google Bard and ChatGPT)
Implementation Plan: Create a roadmap.
Governance: Establish ethical guidelines.



3. Pilot & Iterate:
Start Small: Begin with a pilot project.
Feedback: Gather insights and improve.
Optimize: Continuously monitor and adjust.



4. Scale & Integrate:
Expand: Gradually increase GenAI usage.
Integration: Connect with existing systems.
Training: Provide resources for team upskilling.



5. Monitor & Measure:
KPIs: Track progress and impact.
Communicate: Share successes with stakeholders.
Adapt: Stay current with GenAI advancements.

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Anonymous
Continuous Learning and Collaboration - Lets not forget that most of the PM tools that we utilize are now being integrated with AI
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Dr Anand Lokhande Ph.D. Co-founder| Imagilytica Leadership Consulting LLP Bangalore, Karnataka, India
Claudia from what I have heard from my mentees and clients in the different sized companies they are currently using checklists for creating GenAI based content in the areas of risk identification, charter, constraints, resource roles and even estimation inputs to some extent.
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Siddhartha Chatterjee Founder| Reccy Adventures Private Limited Pune, Maharashtra, India
Presently we have are using tools to summarize meeting notes.
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Patrick Henninger Senior Director, Divisional Pricing and Customer Master| Labcorp Indianapolis, In, United States
I’m currently between roles, but have built and/or led three PMOs. To-date, I’ve not had the opportunity to incorporate this planning, but would enjoy the opportunity and crowdsource the activity via Admin Time carve-outs for the team to increase involvement and buy-in.
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Jia Wu None Elgin, Ok, United States
Thank you for this information about the insightful approach that shows a complete view of what AI can contribute to a professionals repertoire. It's amazing how AI assistants have integrated aspects of predictive analytics, communication, generative design to help aid in improving our daily tasks and provide input and a new way of forward thinking to improve the work environment.
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