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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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HAMADA BADR Project and planning Manager engineer| ACTC Kuwait, Egypt
We've been integrating Claude AI into our project management workflows with promising results. Our approach has been incremental, focusing on specific use cases where we can measure impact:
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Samuel Boakye Dumfries, Va, United States
In the Engineering org that I am part of, we have started a process using ADRs (Architecture Design Reviews) when a new feature is requested from our app that allows users to interact with the app. Currently the process is manual, but if there was an automation that could identify if an ADR is needed, create the ADR, notify the reviewers it has been proposed, and notify the authors of the ADR that it has been approved/rejected, this would minimize the human time and effort.
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Samuel Boakye Dumfries, Va, United States
In the Engineering org that I am part of, we have started a process using ADRs (Architecture Design Reviews) when a new feature is requested from our app that allows users to interact with the app. Currently the process is manual, but if there was an automation that could identify if an ADR is needed, create the ADR, notify the reviewers it has been proposed, and notify the authors of the ADR that it has been approved/rejected, this would minimize the human time and effort.
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Anonymous

Hi Claudia, great question!



In our current project environment, we’ve started embedding a Gen AI readiness checklist to guide our integration. It starts by assessing the sensitivity and structure of project data—we filter for what’s safe to use with AI models, especially regarding client confidentiality and proprietary constraints.



Once cleared, we leverage Gen AI for instant decision support during high-pressure phases—like compressing risk logs into actionable insights or proposing micro-schedules during sprint planning. Tools like ChatGPT and Azure OpenAI help us dissect complex dependencies and refine resource allocations.



However, we remain cautious—AI-generated outputs still require critical human review. We’ve seen instances where suggestions are contextually misaligned, so we pair AI insights with domain SME validation. To manage this, we created a two-step protocol: AI drafts > human refinement > decision checkpoint.



Supervision-wise, AI plays a role in real-time anomaly detection across project dashboards, flagging lagging KPIs and scope drifts early. But we don’t let automation override team judgment—we see it more as a co-pilot than a commander.



We’re also working on embedding ethical AI use training into our onboarding—so teams don’t over-rely or unknowingly introduce bias.



Gen AI doesn’t solve everything, but when used smartly and critically, it amplifies our project agility, sharpens foresight, and makes complex work more manageable.



Thanks for opening up this space to share!

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Earlyne Alexander Sr. Program Manager Browns Mills, Nj, United States
My organization is just starting to figure out how to integrate GPT / AI in our broader work loads.
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Earlyne Alexander Sr. Program Manager Browns Mills, Nj, United States
My organization is just starting to figure out how to integrate GPT / AI in our broader work loads.
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Alvaro Gomez Mr.| PTCI Tx, United States
As a small land development and civil engineering consulting firm, I am also assessing how to incorporate the appropriate AI models to my services. Understanding the qualitative aspect of the prompting and the multiple factors to be considering to when and where a foundational structure needs to be created is obviously my main goal. Currently, I am understanding what AI is and preparing myself to learn the key aspects that are relative to make it work while I support and align all stakeholders expectations to the best level of expectation, synchronicity, accuracy and reliance.
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Anonymous
We use Gen AI to automatically generate meeting summaries, key stakeholder views and action items. We also use Microsoft Co-pilot in Teams and office products to create content. Just as any other AI tool, human decision making is important to assess the correctness of the output of these AI tools. These are organizational proprietary tools already integrated into our systems.
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ROBSON BANDEIRA ADVISOR (ECONOMIST)| SEGOV/COPIFOR - CITY HALL OF FORTALEZA Fortaleza, Brazil
Hi, Claudia. Greetings from Fortaleza. Unfortunately we are not using any specific check-lists or protocols for working with GenAI. I think it is a challenge for Public Administration in Brazil, instead we have a big potential to produce better results using it. For example, GenAI would be very usefull analysing a lot of project files and producing strategic information about project planning, scheduling, budget, risks management, execution and lessons learned. Other possible use would be in summarizing meeting contents and organizing its main decisions and deadlines. Although its positive perspectives of adoption, an important point of inflection is related to security of information, something really important when we talk about the use of data in Public Administration. Best regards!
"I'm learning about the power of available GenAI tools, and I’ve already found them very helpful in two situations where I was dealing with KPIs and risk management challenges. My next step is to explore PMI Infinity."
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