Project Management

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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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JOHN MALDONADO Bogota, DC, Colombia
As you know, always Company culture eats, knowledge and methodology, The challenge to start implementing this king of mindset is to inventor and collect the expectations from all the involved areas, (Stakeholders management) based on that define the more relevant outcomes to be generated, and at high level formulate as a program and get the engagement from the most relevant people.
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Mahboobullah Seddiqi Senior Adviser| Ministry of Economy Kabul, Kabul, Afghanistan
As far as I know, specific input will give specific output, it means specific checklist.... are necessary.
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Shawn Franco Maintenance Data Chief| Military Chesapeake, VA, United States
Unfortunately, I haven't used AI to its fullest thus far. However, within my work place I have recently used it to create training checklist for installing various applications for training purposes.
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Matt Clare Project Manager| Brock University Burlington, Ontario, Canada
No - used it for drafts, used it for technical advice on data analysis, but we currently only have access to public GenAI and small-scale LLMs, so we limit our private data's exposure to public LLMs and try to bring approaches an LLM can guide us in to our data (not the other way).
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Donald Moore Jr. BAE Systems Lexington Park, Md, United States
I have used my company's AI Assistant that was launched last year. I introduced it to my team members and asked them to use it to assist with creation of annual objectives. I have used it to create Macros, assist with code creations, set up project road maps, and crafting communication.
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George Ngugi Marketing Coordinator| VIA Global Health Nairobi, Kenya

In creative project management, especially within communication, marketing, and brand management, the integration of Generative AI requires structured preparation. Here's a practical approach:



1. Define Objectives:
- Clearly establish the specific aims for utilizing Generative AI within each project.



2. Data Assessment:
- Prioritize the examination of input data to ensure its accuracy and relevance.



3. Ethical Framework:
- Implement concrete guidelines that address data privacy and intellectual property considerations.
- Establish review processes that include human oversight.



4. Iterative Testing:
- Conduct controlled experiments to evaluate the effectiveness of Generative AI applications.
- Adapt workflows based on observed outcomes.



5. Team Education:
- Provide targeted training to equip project teams with the necessary AI-related skills.



6. Performance Measurement:
- Establish metrics to track the impact of Generative AI on project deliverables.
Regarding protocols:



1. Content Disclosure:
- Maintain transparency by indicating when AI has contributed to content creation.



2. Human Validation:
- Mandate that all AI-generated outputs undergo thorough human review before dissemination.




This methodology emphasizes a responsible and measured integration of Generative AI into creative workflows.

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Kimberly Conroy IT Project Manager| Franklin Clerk of Courts Lewis Center, Oh, United States
Claudia,

Our organization is just starting to explore using AI with projects. I have been experimenting with Infinity for some items but we do not have a checklist or protocol as yet for using AI. It is a goal for the PMs to incorporate AI into our projects.
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Kimberly Conroy IT Project Manager| Franklin Clerk of Courts Lewis Center, Oh, United States
Claudia,

Our organization is just starting to explore using AI with projects. I have been experimenting with Infinity for some items but we do not have a checklist or protocol as yet for using AI. It is a goal for the PMs to incorporate AI into our projects.
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Maxine Burton None Richmond, British Columbia, Canada

Although no specific checklists exist, the AI field is relatively new to me. I find the PMI courses very useful for learning about AI and its application in project management.

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1 reply by Carrie Maul
Mar 27, 2025 1:04 PM
Carrie Maul
...
Same here, Maxine. I have learned a lot and slowly integrating into my PM activities.
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Harsh Malhotra Assistant Vice President| Genpact Union City, Nj, United States
Hello, a structured approach for project managers to assess AI readiness could be stood up around 3 foundational pillars - people, process and technology -
People

1. Skilled Workforce:
Roles: Include data scientists, AI engineers, and analysts with relevant experience.
Continuous Learning: Provide continuous learning paths to foster professional growth.
Upskilling: Focus on upskilling existing team members to fill critical gaps.
Mentorship and Training: Allocate budgets for focused mentorship and training.



2. Cross-functional Collaboration:
Unified Goals: Ensure technical, operational, and financial departments unite under common goals.
Planning: Bring varied perspectives into planning to avoid missed requirements.
Communication Channels: Establish channels for real-time feedback to foster synergy.



3. Governance and Ethics:
Policies: Develop clear policies around AI usage, data handling, and accountability.
Bias Detection: Address bias detection and ensure fair model outcomes.
Transparency: Communicate transparently with stakeholders to build trust.


Process

1. Data Management and Quality:
Structured Data: Ensure AI systems rely on structured, cleaned, and regularly updated data sets.
Governance Protocols: Implement effective governance protocols for data accuracy and consistency.
Trust: Build trust among technical and non-technical teams through quality data.



2. Change Management:


Planning: Thoughtfully plan workforce transitions and user adoption.
Communication Campaigns: Conduct communication campaigns to minimize uncertainty.
Training Sessions: Organize training sessions and pilot programs for incremental rollouts.
Feedback: Gather real-time feedback to validate each step forward.

3. Budget and ROI Evaluation:
Financial Planning: Plan resource allocation, pilot testing, and scaling AI initiatives.
ROI Metrics: Define clear ROI metrics to measure progress and celebrate quick wins.
Evaluation: Systematically evaluate AI programs to align with organizational aims.



Technology
1. Technology Infrastructure:
Reliable Storage: Ensure reliable data storage solutions.
Security Protocols: Implement robust security protocols.
Scalable Resources: Provide scalable computing resources for AI capabilities.
Adaptable Infrastructure: Build an adaptable infrastructure to reduce operational costs and maintain performance.
Expansion: Simplify expansions into new lines of business for agility in rollouts.
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