10 Aug 2025

AI and Project Governance: Building Skills for the Future

Challenge and opportunity for the financial sector
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Rafał Garbala
Head of Project Governance
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Digital Transformation
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NextGen Finance
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AI is no longer a distant concept or niche capability. It's already reshaping how we plan, deliver, and manage projects.

For PMOs, Project Managers, Agile Leads and Delivery Managers—this means more than just understanding the buzzwords. It means learning to work alongside AI, shape it, and guide its impact responsibly.

In our Project Governance Family, we recognize that upskilling in AI isn’t a one-size-fits-all journey. It’s about creating space for exploration, providing access to meaningful tools, and building a culture where learning is ongoing—and shared. Here’s how we’re doing it.

Why AI Matters for Project Professionals

Project governance is built on structure, data and insight, and data-driven decision-making. AI enhances all these aspects. From helping draft project charters, to capturing meeting notes and actions, to providing automated support for decision-making, it supports teams in being faster, more consistent, and more data-driven.

But it also changes expectations. Governance professionals are no longer just overseeing frameworks—they’re shaping how AI fits into those frameworks. That shift requires new capabilities, confidence, and new ways of thinking.

That’s why we’ve made AI learning a priority—for PMs, Agile Leads, Delivery Managers, and the PMO alike.

Multi-Layer Approach to AI Upskilling

Learning, especially in such a dynamic field, should be flexible, practical, and energizing. Obviously not everyone learns the same way, and not everyone needs the same depth of technical understanding. That’s why we built a diverse ecosystem of upskilling opportunities.

Structured Learning, Inside and Out

Mini online courses like the PMI x AI series provide quick, targeted learning—perfect for professionals with limited time. This covers a wide spectrum—from basic topics, to prompt engineering, to specialized AI workflows for project management to the data landscape in AI projects.

External programs such as Elephant AI and AIDEAS offer deeper exposure, certification pathways, and the ability to work in external, more diverse environments.

Internal programs, including AI Powered Engineer, bring AI fundamentals into a company-specific context, aligned with our tools and use cases.

Structured Learning, Inside and Out

Mini online courses like the PMI x AI series provide quick, targeted learning—perfect for professionals with limited time. This covers a wide spectrum—from basic topics, to prompt engineering, to specialized AI workflows for project management to the data landscape in AI projects.

External programs such as Elephant AI and AIDEAS offer deeper exposure, certification pathways, and the ability to work in external, more diverse environments.

Internal programs, including AI Powered Engineer, bring AI fundamentals into a company-specific context, aligned with our tools and use cases.

Wynxx: End-to-End AI-Powered Delivery Platform

Building and Using AI Agents for Governance

Using standard Office Copilot may not be enough. We’ve gone beyond generic tools. Using Office Copilot and our delivery methodology, internal knowledge base and lessons learned, we've built custom agents tailored to project governance work. We can take these two as meaningful examples: Project Governance PL Agent Among other functionalities it helps create project charters in a guided “wizard” format, manage risk plans, and run earned value analysis. Agile Assistant Supports backlog management and sprint ceremonies—turning methodology into real-time support. It works as a Scrum Master assistant to support everyday activities. These aren’t abstract ideas. They’re working tools designed with our governance professionals in mind.

Community, Curiosity, and Shared Energy

Learning doesn’t happen in isolation. That’s why we’re building a community layer around everything we do.

We host an AI Corner at every monthly team meeting, where we share the latest AI developments and discuss their impact.

Our Teams channels and groups act as a place for conversations, questions, and shared discoveries.

We encourage peer demos—when someone builds or tries something new, we ask them to show the group to inspire others.

What keeps it all moving is one key mindset: experimentation over perfection. We don’t expect everyone to be an expert in every field. It’s not possible. AI world evolves too fast. We simply want everyone to be curious—and empowered to try.

What We’ve Learned

A few things have become clear as we’ve gone down this path:

  • Make it real. People engage more when they can apply what they learn to their actual work.
  • Lower the barrier. Some team members are hesitant about AI until they see how easy and useful it can be.
  • Celebrate small wins. A good prompt, a helpful automation, a better backlog planning session—these create momentum.

What’s Next

We’re continuing to build and scale this work—by evolving our AI agents, expanding training access, and building more case studies from within our team.

Every day, there are so many changes in the AI world that we have to move fast to chase key trends. We have to stay open, curious and ready for exploration to be a part of this journey.

We’re also looking to deepen collaboration with other parts of the organization, so more people can contribute to and benefit from this growing ecosystem.

AI isn’t just for data engineers or data scientists—or even only for engineers—and project governance isn’t exempt from its impact. That’s why we’re investing in real, practical AI fluency across our Project Governance Family. By giving people the possibilities, tools, and permission to explore, we’re not just preparing for the future—we’re building it together. If your team is on a similar journey, we’d love to connect, compare insights, and learn from each other.

Rafał Garbala

Rafal Garbala.jpg
Head of Project Governance
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