Presentation for InfoDay in Bucharest

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Management in proposals and contracts
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Euroquality - M.Querleu
September 3, 2004
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PLAN

• What is management?
• Management description in proposals
• Redaction
• Pitfalls to avoid
• Management during projects
• Management in STREP projects
• Management in Integrated Projects
• Management in CRAFT projects

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Euroquality - M.Querleu
September 3, 2004
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What is management in FP6?

• Main management activities
• Technical coordination
• Overall legal, contractual, ethical, financial
  and administrative management
• Knowledge management coordination
• Overall project management partners, consortium
  agreement,
• Great importance of management

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Euroquality - M.Querleu
September 3, 2004
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Management in proposals

• Redaction
• The part must be as clear and structured as the
  management structure presented
• Schemas are welcome, as well as visual
  presentation of management tools
• Do not forget to address all relevant issues

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Euroquality - M.Querleu
September 3, 2004
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Pitfalls to avoid

• The quality of the management criteria
• The management issue can be divided in
• Overall management structure
• Personal management skills
• Knowledge issues IPR, knowledge management,
  demonstration, exploitation, dissemination
• Other evaluation criteria taken into account
  risk management,work structure, ...

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Euroquality - M.Querleu
September 3, 2004
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Overall project structure
Insufficient
AVOID
Undefined
Decision tree
Structure
Too complicated
Unbalanced
Undemonstrated
Not enough delegation
Missing
Roles
Skills
Too many
Missing tools
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Euroquality - M.Querleu
September 3, 2004
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Personal management skills
HAVE
FP procedures
Systematic
Knowledge
Work methods
Financial
Technical
English
Well organised
Interpersonal skills
Speaking / presenting
Relevant area
Communication
Appreciation
Listening / analysing
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Euroquality - M.Querleu
September 3, 2004
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Knowledge issues
AVOID
Without large scale visibility
Missing plan
Demonstration
Exploitation
Missing obvious way
IPR / access rights not addressed
Knowledge management not addressed
IPR
Dissemination
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Euroquality - M.Querleu
September 3, 2004
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Other issues
AVOID
Lack of detail in control
Risk management too generic
Quality
Risk
Contingency plan missing
Too many W.P. in parallel
Work plan
Too many deliverables
Unbalanced work charge
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Euroquality - M.Querleu
September 3, 2004
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Management in STREP projects

• Recall about STREP projects
• Research-oriented projects with a targeted
  approach
• Main management issues to be addressed
• Technical management
• IPR and exploitation of knowledge
• Dissemination management of knowledge
• Technical risk management
• Quality management
• Demonstration

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Euroquality - M.Querleu
September 3, 2004
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STREP - Management structure
Project officers
PROJECT
Coordinator
Management board
Project manager
WP leaders
ST partners
End users
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Euroquality - M.Querleu
September 3, 2004
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Management in IPs

• Recall about Integrated Projects
• Research-oriented project with a global approach
  divided in several sub-projects
• Typical IP actions
• Research
• Dissemination
• Training
• Demonstration
• Exploitation

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Euroquality - M.Querleu
September 3, 2004
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Project management structure
Project officers
PROJECT
Advisors
Coordinator deputy
Adm Fin officer
Project coordination board
Secretaries
Subprojects coordinators
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Euroquality - M.Querleu
September 3, 2004
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Subproject management structure
Project coordination board
SUBPROJECT
Subproject coordinator
WP leaders
ST partners
End users
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Euroquality - M.Querleu
September 3, 2004
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Management in IPs

• Activities common to all subprojects
• Training
• Dissemination / technology transfer
• Financial administrative management
• etc..
• Philosophies of organisation
• Vertical
• Transversal

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Euroquality - M.Querleu
September 3, 2004
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IP - Vertical organisation
Subproject 1
Subproject 2
Subproject 3
WP1.1 research
WP2.1 research
WP3.1 research
WP1.2 research
WP2.2 research
WP3.2 research
WP1.X dissemination
WP2.X dissemination
WP3.X dissemination
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Euroquality - M.Querleu
September 3, 2004
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IP - Vertical organisation
Subproject 1
Subproject 2
Subproject 3
WP1.1 research
WP2.1 research
WP3.1 research
WP1.2 research
WP2.2 research
WP3.2 research
WPY.X dissemination
WPY.X dissemination
WPY.X dissemination
Subproject Y dissemination
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Euroquality - M.Querleu
September 3, 2004
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Management in CRAFT projects

• Specific issues about CRAFT projects
• SME-oriented projects
• Possible problems to avoid
• Little knowledge of EU funded projects rules
  procedures
• Lack of experience in co-operation / management
• Bad level of English / lack of communication

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Euroquality - M.Querleu
September 3, 2004
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CRAFT - Management structure
Project officers
PROJECT
Coordinator
Management board
Project manager
WP leaders
SMEs
RTD providers
End users
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Euroquality - M.Querleu
September 3, 2004
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Management in proposals and contracts
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Euroquality - M.Querleu
September 3, 2004