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Workshop on project Management

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Presentation on theme: "Workshop on project Management"— Presentation transcript:

1 Workshop on project Management
Beograd – Belgrade; September 26 & 27, 2013 Charlotte Roffiaen

2 Introduction EU projects do not bring money to non-profit organisations, they usually are a cost. It is becoming more and more difficult to access funds.

3 Introduction WHY IS IT A COST?
Drafting a good quality EU project requires important human resources. Co-financing principle: from 20% to 50% of most EU funded projects. No co-financing through contributions in kind or volunteers’ work, but only staff and cash. There are sometimes restrictions on co-funding from private companies.

4 Introduction WHY IS IT BECOMING MORE DIFFICULT / COMPETITIVE?
Increased number of EU countries vs. Stable funds. Contraction of available funds in all MS: public and private funding, donations from individuals, etc. Actual trend: financing less projects with a larger impact and budget.

5 Introduction We will study strategies to make EU projects financially balanced and globally very valuable for your organisations.

6 Introduction HOW? Learning how to select EU calls for proposals and partnership proposals. Learning how to prepare a good proposal and a good budget. Discussing how to adapt your networking and fundraising strategies to EU projects. Studying the many possible benefits of EU projects for your organisations.

7 Basic EU funding principles
1. What are we talking about? Calls for proposals = grants vs. Calls for tenders = contracts. Centralised managed programmes (either directly by the EC or indirectly by European Agencies). No EuropeAid programme (development and cooperation).

8 Basic EU funding principles
It is essential to have an excellent knowledge of these objectives, reading carefully all documents mentioned in the call (programmes, policy documents, etc.). Even in the case of “Structural grants”, the activity plan must reflect the priorities of the EU in the specific field. The EU aims at implementing its OWN objectives!

9 Basic EU funding principles
Information is a key The multiannual programmes such as “Europe for Citizens”, “Erasmus for all”, etc. detail the general objectives. The annual working programs, specify the objectives of the different calls year by year. The calls for proposals and the guidelines contain all the info you need to present an application.

10 Basic EU funding principles
Register to general newsletters & programme newsletters updating recipients on the open calls. Check regularly the websites of the programmes + RSS & social networks when available. Participate in the Infodays. Ask for information directly to the civil servants in charge of the programme. Information is a key

11 Basic EU funding principles
The time between the publication of the call and the deadline for submission varies Between 2 and 4 months approximately. Essential to start brain storming and contacts with partners before the publication of the call. Time is another issue

12 Basic EU funding principles
Most EU projects require a transnational partnership. The minimum number of participating countries varies from 2 to half of the EU MS. The partnership includes one coordinator and a variable number of co-promoters. The project results depend on every partner’s contribution. Partnership makes the difference

13 Basic EU funding principles
Funding options: Budget vs. Flaterate. Objectives: to demonstrate the engagement of the promoters + to promote the long-term sustainability of the project. Co-financing sources: promoters themselves or 3rd parties. No “double financing” from other EU funding sources. Co-financing is the real challenge

14 Basic EU funding principles
Projects are assessed by 2 independent experts, based on criteria listed in the call. All experts have personal views / sensibilities. The final mark is the result of an average / consensus. The success depends on the competition Check the success rates beforehand. A good project is not always equivalent to a successful project

15 EU funding opportunities
Support to consumer organisations Contributions to the functioning of EU-level consumer organisations (Structural grants) No more projects Capacity building for regional, national and European consumer organisations Funding of the European Consumer Centres Network Cooperation between national enforcement authorities Consumer programme Serbia in not eligible under this programme yet The next Consumer programme will not substantially change

16 EU funding opportunities
Action 1.1: Town Twinning It relies upon the voluntary commitment of citizens, in collaboration with the local authorities and local associations. Encourages exchanges of experiences on a variety of issues of common interest Small grants (≤ euro) Open to all stakeholders promoting active citizenship Europe for citizens programme The programme aims at bringing Europe closer to its citizens, enabling them to participate fully in the EU construction. The programme guide works as a permanent call for proposals.

17 EU funding opportunities
Action 1.2: Citizens’ projects Stimulate citizens’ debate and inputs in EU policies Based on the concept of direct participation of individual citizens Co-financing: 40 % ≥ Grant ≤ Competitive (6,7% success) Duration: 12 months Europe for citizens programme The new programme will not substantially change and shall be adopted by the EP on 19/11/2013 ALDA could be an excellent contact for this programme

18 EU funding opportunities
Action 2.3: Civil Soc. Projects Supports actions (conferences, seminars, TV/radio broadcasts, etc.) of CSOs from different countries on issues related to the programme objectives and priorities. Co-financing: 30 % ≥ Grant ≤ Competitive (5,4 % success) Duration: 12 to 18 months Europe for citizens programme

19 EU funding opportunities
All actions are open to consumer organisations active in their respective training/educational fields Examples: Consumer Citizenship Network (Erasmus) Training teachers in developing consumer awareness among children (Comenius) Lifelong Learning Programme (LLP) It is an umbrella programme integrating various educational and training initiatives: Comenius (schools) Erasmus (higher education) Leonardo Da Vinci (educational training) Grundtvig (adult education)

20 EU funding opportunities
Grundtvig Multilateral projects: Improving the content and delivery of adult education Open to any organisation in the field of adult learning At least 3 partners from 3 different LLP countries Duration: 1 to 3 years Maximum grant: € / year ( for 3 years) Co-financing: 75 % Lifelong Learning Programme (LLP) LLP includes: small actions managed by national LLP agencies larger ones directly managed in Brussels Serbia is only eligible for the second ones. The LLP will become part of Erasmus for all

21 EU funding opportunities
2 - European Voluntary Service Enables young people to carry out voluntary service for up to 12 months in a foreign country. 3.1 - Cooperation Supports Youth Exchanges and Training & Networking Projects with Neighbouring partner Countries of the EU. Promoters from Programme & Neighbouring Countries. Youth in Action The programme aims at promoting young people’s active and European citizenship + developing the capabilities of CSOs in the youth field Open to youth organisations and NPOs working for / with young people

22 EU funding opportunities
Youth Exchanges Meetings of groups of young people from different countries to learn about each other’s cultures and discuss a theme of mutual interest. Training & Networking prog. Promote exchanges of experience, good practices, cooperation and training in the field of youth work. Youth in Action The programme guide is an excellent didactic instrument to start drafting EU projects. The programme will become part of Erasmus for all and the available funding for the period is not known yet.

23 EU funding opportunities
The Seventh Framework Programme (FP7) EU Research programme Will become part of the new Horizon 2020 programme Several research thematic areas shall be of interest of consumer organisations: Health, Food, Energy, Transport, etc. Main role: dissemination Other programmes open to Serbian non-profit organisations

24 EU funding opportunities
Progress programme Supports projects in the following 5 areas: Employment Social inclusion and social protection Working conditions Anti-discrimination Gender equality Will become part of the EU programme for Employment and Social Innovation Other programmes open to Serbian non-profit organisations

25 Partnership rules Coordinator or partner?
The coordinator usually is the promoter of the project idea. It is in charge of 1/ the coordination of the activities 2/ the administrative and financial issues & is responsible vis-à-vis the Commission. Better to gain experience as partner before submitting a project as coordinator.

26 Partnerships in EU projects
Experience of participants Website + dissemination of your projects’ results in EN Take all occasions to network (Infodays, Euro conferences, expert groups, etc.) Apply to EU nets/plateforms Programmes’ online partner search tools + social networks How to be identified as a potential partner?

27 Partnerships in EU projects
When you have a good experience in EU projects & in the specific call you target. When you have a winning project idea, perfectly relevant to the objectives of the call and to your own. +: Greater share of the budget. +: Contributes to the capacity-building of your staff. Why & when shall you submit a project as coordinator?

28 Development of good projects Project cycle

29 Development of good projects Logical framework

30 BAD vs. GOOD PRACTICES What should you do when receiving a partnership proposal? Who should develop the project (within and/or outside the organisation)? When to involve the partners, the target groups and the potential co-financers in the project?

31 BAD vs. GOOD PRACTICES How to match your own objectives with the priorities of horizontal calls? How to secure “easy points” in the project evaluation? How to create trust and make a positive impression on the evaluators? What is a good project’s communication plan? How to guarantee the “project sustainability”?

32 Practical exercise: Building a strong partnership
Right number of partners? The minimum number of partners / countries is usually not sufficient to prepare a successful project. Many partners make the project costly and more difficult to manage. Necessary to find a balance between these two aspects.

33 Practical exercise: Building a strong partnership
Which kind of partners? When allowed, cross-sectoral partnership is always better Should be based on the complementarity of competences, contacts, level of action (EU/national/local), etc. It facilitates cross-fertilisation. Including partners with stable staff and financial resources (e.g. Public institutions, universities, companies, etc.) shall be part of your project’s co-financing strategy.

34 Practical exercise: Building a strong partnership
Main challenges Partners come from different countries: They have different cultures; They shall have communication problems (their English levels can be very uneven); They rarely meet because of the travelling costs and time.

35 Practical exercise: Building a strong partnership
Main challenges Their interest in the project results is often uneven Some shall leave the project or not deliver the results. The relationship among partners is often unbalanced The coordinator decides and the others execute; Some partners have a greater share of decision power, money, etc. than others.

36 Practical exercise: Building a strong partnership
Know your partners Previous cooperation Physical meeting Involve them in the project development from the very beginning: Check their actual interest; Take advantage of their experience / competence; Increase their ownership & commitment in the project. Share responsibilities How to make partnerships work?

37 Practical exercise: Building a strong partnership
How to make partnerships work? Clarify the collaboration rules Written agreement Do not promise anything you might be unable to respect. Clearly describe in the application how the partners will concretely work together Keep a permanent communication with all partners and solve problems as soon as possible

38 Practical exercise: Communication and dissemination
Objective of EU projects is to achieve the biggest possible impact Visibility, dissemination and exploitation of the projects’ outcomes are thus core activities The project must include an actual communication plan

39 Practical exercise: Communication and dissemination
What does it imply? Show off the work you are doing throughout your project duration Identify the various potential direct and indirect beneficiaries (categories + numbers) Produce information adapted to the target groups

40 Practical exercise: Communication and dissemination
Use different kinds of communication / dissemination channels Your website and newsletter aren’t enough Events, products, press… Make sure the outcomes of the projects are effectively used (follow-up activities) Feed your results into public policies

41 Practical exercise: Project team
The team must include all competences needed to carry out the project: The project manager Coordinates the team Works together with the partners’ coordinators Financial officer Communication officer Webmaster Researchers or trainers…

42 Practical exercise: Project team
Several functions can be exerted: by the same person; by the partners or by external experts, except for project management related activities. Budget Human resources Except for external experts = subcontracting


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