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When using AI systems, what are some best practices for ensuring the results you receive are accurate, relevant, and aligned with your original goals?

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Sarah Philbrick
PMI Team Member
Director, Learning Design & Development| PMI Asheville, NC, United States

Validating and checking outputs is critical when working with AI systems like Generative AI. Such validation approaches may include establishing clear criteria, implementing strong testing protocols, and continuous refinement.

In your experience with AI, what are some best practices for ensuring the results you receive are accurate, relevant, and aligned with your original goals?

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To ensure your AI results are accurate and aligned with our goals, we are required to follow these four simple best practices:
  1. Be Specific: Instead of a broad request, provide context (who you are), the task (what you need), and constraints (length or tone).
  2. Give Examples: Show the AI 1–2 examples of the style or format you want to see.
  3. Ask for Reasoning: Use the phrase "think step-by-step" to help the AI process complex logic and reduce errors.
  4. Refine and Iterate: Treat the first response as a draft; give the AI feedback to tweak the tone or fix details until it's perfect.
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Anonymous

Garbage in garbage out - good GAI output needs detailed and specific input.

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Amal Abdel Hafeth Senior Program Manager| Incubators Türkiye
On top of all that was explained by colleagues, I just need to summarize it like below :

Based on my recent experiences in delivery and QA, the biggest obstacle with AI in hashtag#finance isn't the code—it's the accountability.

The secret is the Proportionality Principle. We shouldn't treat a hashtag#chatbot the same way we treat a hashtag#mortgage approval. Here’s the framework I’m using to strike that balance:

1. Human-in-the-Loop (hashtag#HITL): High-stakes decisions where human judgment is mandatory before execution.

2. Human-on-the-Loop (hashtag#HOTL): High-volume tasks (like hashtag#AML) where AI operates autonomously, but humans keep their hand on the "kill-switch".

3. Human-out-of-the-Loop (hashtag#HOOTL): Low-risk routine where automation takes the lead to save time and costs.

Risk-based oversight doesn't slow us down; it actually provides the foundation of trust we need to scale.

Finally, we don't need to forget focusing manily on the Prompt Accuracy and utilize different prompt techniques
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Rafal Zabinski Krakow, Poland
We can improve AI results by instructing the model to say “no data” when it is uncertain and to rely only on the provided information. It is also important to use proper prompt techniques, such as ReAct, and to adjust parameters like temperature to reduce hallucinations. Additionally, prompts should include clear context, and results should be validated and refined iteratively to ensure alignment with the original goal.

There is a lot of information in this workbook: https://learning.pmi.org/resources?coursek...ingWorkbook.pdf
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Anonymous

When working with AI systems, following a few structured best practices can significantly improve the accuracy, relevance, and usefulness of the results. Here are key practices that help ensure AI outputs stay aligned with your goals.

h3🎯 1. Start With a Clear Objective/h3

Define exactly what you want the AI to accomplish before writing the prompt.

Example

  • Weak prompt: “Analyze this project.”
  • Strong prompt: “Identify the top three risks in this project plan and suggest mitigation strategies.”

Clear goals reduce ambiguity and guide the AI toward the right output.

h3🧾 2. Provide Sufficient Context/h3

AI performs best when it understands the background, constraints, and audience.

Include details such as:

  • Industry or domain
  • Target audience
  • Project scope or timeframe
  • Desired tone or format

Example:

“Summarize this project update for executive leadership in three bullet points focusing on risks, milestones, and next steps.”

h3🧩 3. Break Complex Tasks Into Steps/h3

Large or vague prompts can produce inconsistent results. Instead, divide the task into smaller prompts.

Example workflow:

  1. Ask for a summary
  2. Ask for risk analysis
  3. Ask for recommendations

This improves clarity and control over the output.

h3🔍 4. Validate and Cross-Check Information/h3

AI responses should be treated as assistance, not final truth.

Best practices:

  • Verify facts using reliable sources
  • Compare with internal data or documentation
  • Review outputs for logical consistency

This is especially important for technical, financial, or strategic decisions.

h3🔁 5. Iterate and Refine Prompts/h3

Prompt engineering is iterative. Adjust prompts based on the output.

You can refine by adding:

  • More constraints
  • Desired format (table, bullets, summary)
  • Role-based instructions

Example:

“Act as a project manager and analyze the following sprint backlog for delays.”

h3🧠 6. Ask the AI to Explain Its Reasoning/h3

Requesting explanations can help you evaluate whether the answer is logical.

Example prompt:

“Explain how you arrived at this recommendation and list any assumptions made.”

h3📋 7. Specify Output Format/h3

Tell the AI exactly how you want the response structured.

Examples:

  • Bullet points
  • Table
  • Step-by-step plan
  • Executive summary

This ensures results are easy to interpret and usable.

h3🔐 8. Be Mindful of Data Sensitivity/h3

Avoid sharing confidential or sensitive information unless the system is approved for secure use.

In summary:

To get the best results from AI systems:

  • Define clear goals
  • Provide context
  • Break tasks into steps
  • Validate outputs
  • Iterate prompts
  • Request structured formats
  • Apply human judgment

These practices turn AI from a simple tool into a reliable decision-support system.

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Zeel Chapaneri Thane, MH, India

It is important to check if the data which has been provided is correct then measure the outcome, does it include all the aspects covering cost, schedule and quality, timelines, qualitative & quantitative risks etc.

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Fadi Gabriel Technical Project Manager & Solutions Engineer| Keysight Technologies France Poissy, IDF, France
Results should be systematically reviewed to confirm their relevance and accuracy. Requesting a comprehensive list of sources from the AI further strengthens the assessment of information reliability. Once the output meets the required standards, it should be formally validated before being acted upon.
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Anonymous
Jun 08, 2024 1:37 PM
Replying to Keith Novak
...
Like with any new tool, you need to test the results before you scale up.

Think about if you were to manually model a very complex problem in a spreadsheet. You don't build all the links and formulas first and then evaluate your final output. You build and test sections of the bigger solution first and then add on layers once you have validated the functionality.

Garbage in, garbage out.

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Sawsan Alkowari Instrumentation Project Manager| Bapco Upstream

Cite the sources and follow CREATE while generating request.

Using AI is a challenge when not using the prompt accurately, just like you are not able to present your thoughts in front of a meeting.

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