Presentation on theme: "Developing a Project Plan and Budget October 28, 2009 Laura Dorman, Resource & Policy Analyst, Institutional Research Patrick Mullen, Assistant Professor,"— Presentation transcript:
Developing a Project Plan and Budget October 28, 2009 Laura Dorman, Resource & Policy Analyst, Institutional Research Patrick Mullen, Assistant Professor, Public Administration Deb Koua, Grants and Contracts Coordinator, Academic Affairs
Developing a Realistic Plan for Data Collection Laura Dorman Office of Institutional Research Establishing your data collection plan should be viewed as a fundamental step in any research project.
Data Collection Planning Ask this question: “Who will collect what, when, and from where?
Advantages to Developing a Plan for Data Collection Understanding of needed tasks Identification of staff assignments Overview of the time needed to complete tasks Organization of resources to boost efficiency Minimization of errors and delays
When Should You Develop Your Data Collection Plan? Data collection plan and budget go hand- in-hand. Develop the “first-draft” of your data collection plan while developing your project proposal. Make revisions of your data collection plan as needed during the project proposal stage. You’d rather make changes prior to funding as opposed to after a contract has been signed.
Data Collection Plan Once you’ve defined your research questions and identified the data needed, think through these questions: How will you gather your data? Do you need permission (internal/external)? Is there an order or natural sequence to the data collection? How long will data collection take?
Work Plans It is helpful to create a project work plan. One possibility is to identify the major task, subtasks, time-frame, person(s) responsible, and the resources needed. Another possibility is to link the task to the primary issue, also identifying activities, person(s) responsibility and time-frame.
Major TaskSubtask AreaTimeframeResponsibilityResources Task 1: Assessing Program Implementation Task 1.a:Initial contact with correctional facilitiesMonth 1LD, ECpersonnel, travel Task 1.b:Compile list of interview subjectsMonth 1LD, MPpersonnel Task 1.c:Conduct document reviewMonth 1MP, LDpersonnel, travel Task 1.d:Document analysisMonth 1LDpersonnel, travel Task 1.e:Finalize interview protocolMonth 1LD, ECpersonnel Task 1.f:Receive Human Subjects PermissionMonth 1LDpersonnel Task 1.g.:Conduct interviewsMonths 2 & 3EC, LDpersonnel, travel Task 1.h:Collect offender-based data from OTSMonth 3MPpersonnel, travel Work Plan Example 1
Work Plan Example 2 IssueActivityTimeframeResponsibilityOutcome Improving Court Performance Task 1.a: Solicit Membership in Multidisciplinary Task ForceMonth 1AH Task force members notified Task 1.b: Research existing data sourcesMonth 2AH, AR Sources of acceptable data identified by collaborative effort Task 1.c:Meet with Task ForceMonth 2AH, AR Identification of pilot sites of representative demographics Task 1.d:Assemble Survey Test GroupMonths 3 & 4AH, ARMeeting set
Key Points Establishing a data collection plan should be a fundamental step in any research project. Your data collection plan and your budget go “hand-in-hand”. Your should develop your “first draft” data collection plan while working on your proposal. Always slightly overestimate the period needed for data collection and analysis to allow for unforeseen delays. Check with the “owners” of data for scheduling concerns. Talk with them early and often. Don’t underestimate the time needed for IRB approval. Contact them early. Don’t over-promise in your proposal.
Budget Categories Personnel Faculty and staff normally as a % of time GAs at monthly rate Students and hourly workers Fringe Benefits Faculty and staff Students and hourly workers Travel State travel rates and regulations apply Equipment Threshold varies depending on sponsor
Budget Categories cont… Supplies Must be specific for the project At times can include computers & software Printing/Mailing/Duplicating Contractual Outside entities contributing to the project Indirect State and non-profits grants - 10% Federal grants - 44.1%
University Rates www.uis.edu/grants/proposals/rates. html www.uis.edu/grants/proposals/policie s.html#budget
General Principles Inflate costs in multi-year budgets Be realistic, but estimate a bit high Indirect costs are real costs to the University and are not normally waived