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Getting your project started
Junior Project Management course – Europa Media Trainings
Budapest, 13-15 April 2011.




                                           Ms. Adrienn Cseko
                                            Project Manager
Content

   Who is Who?
   Consortium Agreement
   Kick-off meeting
   Communication and
   management
   Things to keep in mind
Who is Who?
Project Officer and the Legal              European Commission
and Financial Officer:
The consortium’s interface with the EC
Coordinator:
      The Consortium’s representative            Coordinator
       towards the EC
      Keeps the project on track
Partners:
Joint responsibility for the Project       P1     P2     P3      Px
implementation defined by the GA!
Subcontractor(s):
Not part of Consortium – profit included        Subcontractors
Consortium Agreement

  Civil contract between the Beneficiaries

  Why?Mandatory unless…
  When?
CA – What to include
 Definitions
 Technical Provisions
 Managerial Provisions
 Steering Committee - powers and roles of the decision making bodies,
 specific rules of voting
 Mechanisms for quality assurance and control - Internal deliverables
 Financial Provisions
 IPR - dissemination & use
 Access rights to background
 Ownership, transfer, protection of foreground
 General Provisions
 Check list: ftp://ftp.cordis.europa.eu/pub/fp7/docs/checklist_en.pdf
CA - Possible problems and mistakes
 Applicable law – if you want to base the
 CA on the Belgian law: get a lawyer from
 Belgium
 Lack of definitions – guaranteed disaster!!
 Hastily prepared
 Roadmap and consequences for failure or
 withdrawal not laid out properly
 IPR, business plans not laid out properly
 (use annexes)
CA – Information & Help
Standard modular Consortium Agreements:
DESCA, IMG4, IPCA, EUCAR
  Comparison of different CA models and modular
  agreements are available online
  Example: http://www.desca-fp7.eu/download-desca/

IPR Helpdesk: http://www.ipr-helpdesk.org/home.html
Email: ipr-helpdesk@ua.es
Getting started with the Kick-off meeting

 Specify the date well in advance
 Invite the Project Officer
 Agenda – everyone should be active at the
 meeting
 Organise:
    Public session?
    Site visits?
    Ice-breaking event(s)
Kick-off meeting - what to include?
 Coordinator’s perspective and the basics - clarifying the
 project concept and interdependencies between WPs!
 EC’s perspective
 Introduction of each partner
 Work Package presentations by WP leaders
 Critical path – overview of critical issues
 IPR issues including the Consortium Agreement
 Administration, internal monitoring, decision-making
 structure, financial issues
 ....
Kick-off meeting - Detailed planning
Detailed work planning is crucial for the project
  WP discussions including:
   Activities – timeline – resources – partners’
   roles and responsibilities

  Detailed planning for the first 6 months/1st year :
    Who is doing what when?
    Deliverables; by whom, by when?
    Formats - reports, data, templates
Kick-off meeting - Train your partners
Include a training session on reporting
  Technical reporting
  Financial reporting
  Provide:
      Templates
      Practical examples


   Never assume that the partners already know!
Minutes of the Kick-off meeting
 Who was present? – signed attendance list
 What was discussed?
 Critical points, questions, conclusions
 Activities in detail, timeline, results, person hours, links
 to other tasks
              description of   responsible
   task                                         deadline
              the task         person/partner
   1 task
   1.1 task
   1.2 task
   2 task
   2.1 task
   …
…and for the first few months…
 Test and implement your project management
 systems and routines:
   Intranet
   Protocol on delivery and reporting (in-house deliverables)
 Test your communication protocols; sometimes
 e-mail is not enough
 „In-house” deliverables – monitoring
 performance
 Arising problems: if there is smoke there is
 fire!!!
Final remarks
Never underestimate the human factor

Set the good, efficient and pleasant working style
from the very beginning

Deadline is deadline!

Be proactive and creative

Keep your Project Officer and your partners happy
☺
Thank you for your attention!



                                                Adrienn Cseko
                                  adrienn.cseko@geonardo.com

                              © Geonardo Ltd.

       It is not allowed to use or distribute the content and design
                of the presentation without prior agreement.

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Getting your project started in fp7

  • 1. Getting your project started Junior Project Management course – Europa Media Trainings Budapest, 13-15 April 2011. Ms. Adrienn Cseko Project Manager
  • 2. Content Who is Who? Consortium Agreement Kick-off meeting Communication and management Things to keep in mind
  • 3. Who is Who? Project Officer and the Legal European Commission and Financial Officer: The consortium’s interface with the EC Coordinator: The Consortium’s representative Coordinator towards the EC Keeps the project on track Partners: Joint responsibility for the Project P1 P2 P3 Px implementation defined by the GA! Subcontractor(s): Not part of Consortium – profit included Subcontractors
  • 4. Consortium Agreement Civil contract between the Beneficiaries Why?Mandatory unless… When?
  • 5. CA – What to include Definitions Technical Provisions Managerial Provisions Steering Committee - powers and roles of the decision making bodies, specific rules of voting Mechanisms for quality assurance and control - Internal deliverables Financial Provisions IPR - dissemination & use Access rights to background Ownership, transfer, protection of foreground General Provisions Check list: ftp://ftp.cordis.europa.eu/pub/fp7/docs/checklist_en.pdf
  • 6. CA - Possible problems and mistakes Applicable law – if you want to base the CA on the Belgian law: get a lawyer from Belgium Lack of definitions – guaranteed disaster!! Hastily prepared Roadmap and consequences for failure or withdrawal not laid out properly IPR, business plans not laid out properly (use annexes)
  • 7. CA – Information & Help Standard modular Consortium Agreements: DESCA, IMG4, IPCA, EUCAR Comparison of different CA models and modular agreements are available online Example: http://www.desca-fp7.eu/download-desca/ IPR Helpdesk: http://www.ipr-helpdesk.org/home.html Email: ipr-helpdesk@ua.es
  • 8. Getting started with the Kick-off meeting Specify the date well in advance Invite the Project Officer Agenda – everyone should be active at the meeting Organise: Public session? Site visits? Ice-breaking event(s)
  • 9. Kick-off meeting - what to include? Coordinator’s perspective and the basics - clarifying the project concept and interdependencies between WPs! EC’s perspective Introduction of each partner Work Package presentations by WP leaders Critical path – overview of critical issues IPR issues including the Consortium Agreement Administration, internal monitoring, decision-making structure, financial issues ....
  • 10. Kick-off meeting - Detailed planning Detailed work planning is crucial for the project WP discussions including: Activities – timeline – resources – partners’ roles and responsibilities Detailed planning for the first 6 months/1st year : Who is doing what when? Deliverables; by whom, by when? Formats - reports, data, templates
  • 11. Kick-off meeting - Train your partners Include a training session on reporting Technical reporting Financial reporting Provide: Templates Practical examples Never assume that the partners already know!
  • 12. Minutes of the Kick-off meeting Who was present? – signed attendance list What was discussed? Critical points, questions, conclusions Activities in detail, timeline, results, person hours, links to other tasks description of responsible task deadline the task person/partner 1 task 1.1 task 1.2 task 2 task 2.1 task …
  • 13. …and for the first few months… Test and implement your project management systems and routines: Intranet Protocol on delivery and reporting (in-house deliverables) Test your communication protocols; sometimes e-mail is not enough „In-house” deliverables – monitoring performance Arising problems: if there is smoke there is fire!!!
  • 14. Final remarks Never underestimate the human factor Set the good, efficient and pleasant working style from the very beginning Deadline is deadline! Be proactive and creative Keep your Project Officer and your partners happy ☺
  • 15. Thank you for your attention! Adrienn Cseko adrienn.cseko@geonardo.com © Geonardo Ltd. It is not allowed to use or distribute the content and design of the presentation without prior agreement.