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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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Catherine Palomo PM III| Self-employed Quezon City, Metro Manila, Philippines
Working in a company where we handle the AI training data of our clients. Some of the checklists I would say are the quality, consistency and accuracy of the training data, running a multiple pilot test, identifying the objective of the AI project, upskilling and training your team, integrating the human in the loop and lastly continuous feedback sessions.
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Suey Yee Lim Senior Project Manager| Australia and New Zealand College of Anaesthetists Melbourne, Victoria, Australia
We have yet to embark on using GenAI for project management activities, although we are open to tools that will bring about efficiencies in what we do. Having said, we have just recently embarked on POCs using GenAI tools in our office collaboration and online meetings.
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Daniel Weathersby Chicago, IL, United States
Dec 11, 2023 6:58 AM
Replying to Claudia Alcelay
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Thank you, Markus, are you implementing any of these items when integrating AI into your clients?
Hi - I have worked on automated projects in which we have implemented machine learning tools - such as UI Path. I feel this opens the door to GenAI and the path in which we will start taking as a company.
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Daniel Weathersby Chicago, IL, United States
Dec 11, 2023 6:58 AM
Replying to Claudia Alcelay
...
Thank you, Markus, are you implementing any of these items when integrating AI into your clients?
Hi - I have worked on automated projects in which we have implemented machine learning tools - such as UI Path. I feel this opens the door to GenAI and the path in which we will start taking as a company.
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Nirendra [Neel] Meisuria Clinical Project Manager| FHCP Longwood, Fl, 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

We are currently in the early stages of evaluating our readiness to adopt AI technologies. This involves assessing our organization's IT infrastructure and conducting training sessions to raise awareness among all employees. Additionally, we are implementing a pilot project for the Dragon Ambient eXperience (DAX) with six healthcare providers. DAX Copilot supports providers by capturing patient-provider interactions and converting them into clinical documentation.



This implementation has also highlighted critical considerations, including the ethical use of AI, as well as its legal and regulatory implications within the healthcare industry.

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Darshak Shah Englishtown, Nj, United States
We have not started a custom Gen AI tool for AI in our team. Currently exploring inbuilt tool via our PM tools.
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Tania Ball Columbia, Missouri, United States
Claudia, I am a subcontracted Project Coordinator, aspiring to become PMP, and, our project team working with a State government has no made any move on adopting Generative AI but I am very thrilled to learn about this, and what other organizations may be doing already.
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Uditha Ransara Chandrasena Head- PS Core Network Planning| Mobitel (Pvt.) Ltd. Colombo, Western, Sri Lanka
Still, we haven't implemented Gen AI integrations for project management. Trainings and guidance offered by PMI are valuable for future work on this.
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Anonymous
OK
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Millie Leng Mississauga, Ontario, Canada
Our protocol is no external AI tools at work except company approved & branded enterprise version of ChatGPT and tools data security.
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