PLI training on DoRISBulgaria

PLI training on DoRISBulgaria

Training for NFP, CA, PO and AA November 2013Hansen Kerimel, Daniela Parisi and Ottar FMO – Financial Mechanism OfficeEEA and Norway Grants

Training for NFP, CA, PO and AA November 2013Hansen Kerimel, Daniela Parisi and Ottar FMO – Financial Mechanism OfficeEEA and Norway Grants

Practical training on DoRIS

Contacts:

Hansen Kerimel, DoRIS Project Manager and System Administrator

Daniela Parisi, Statistics and Reporting Officer

Ottar GISLASON, Sector Officer

Technical problems: doris-support@efta.int

WIFI

Network id: To be provided by the FP

Password: To be provided by the FP

Log in details:

Training today only in the test environment

http://dorismaintenance.ascenta.ro/

User: [enter your user name]

Pass: []

Practical training on DoRIS

Reporting system and Project level Info 14 November 2013

14:00 – New Doris reporting system – we will show the new reporting system and explain how to download a Doris report.

15:15 – How to create an organization & person – we will explain how to create organization & person and how to do the administration at PO level

15:30 – Coffee break15:45 – How to complete the PLI 16:15 – Exercise/Workshop – The Programme Operators enter information into

DoRIS (for institutions that have no real data we will use the Doris dummy environment/sandpit)

17:00 – Useful manuals and information 17:15 - Q&A

General training Agenda 15 November 2013

10:00 General Doris • User Profiles • Workflow concept in Doris• Inbox (personal/unit/organisation tasks)• Allocation and delegation of tasks• Adding, removing and modifying contacts10:30 – Results Base Management

11:00 Coffee break11:15 Work cycle

• Programme Agreement Cycle in Doris• Proposal• GRD (Informing POs on updated Indicators)• PA (Draft Version, PIA)• Implementation (FP Notification)

12:30 Lunch Break13:30 Finance Tasks, Interest Earned, Forecast of Likely Payments 14:15 Q&A

DoRIS general overview

• User profiles• Programme Agreement cycle • Workflow concept in Doris• Inbox

Work cycle

• Programme Agreement Cycle in Doris• Proposal• GRD (Informing POs on updated Indicators)• PA (Draft Version, PIA)• Implementation (FP Notification)

Reporting system and Project level Info15 November 2013

Results Base Management (RBM)Key Concepts

•Results achievement•Beneficiary oriented•Managing for results and reduced risks

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Results Base Management (RBM)In practice, RBM is:

• defining realistic expected results based on appropriate analysis;

• clearly identifying program beneficiaries and designing programmes to meet their needs;

• monitoring progress toward results and resources consumed with the use of appropriate indicators;

• identifying and managing risk;

• increasing knowledge by learning lessons and integrating them into decisions; and

• reporting on the results achieved and resources involved.

Results Base Management (RBM)Results Chain

Outcomes Intermediate effects on target groups and systems Medium term

Impact Widespread improvement in society/sector Long term

Outputs Products and services delivered Short term

Activities Tasks transforming inputs to outputs Ongoing

Inputs Financial, human & material resources Ongoing

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Results Base Management (RBM)How do we report on results?

• Project level information

• Update indicators in DoRIS

• Annual Programme Reports

• Reviews, evaluations (mid-term/end)

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New Doris reporting system - How to access the DoRIS Reporting Service?

In order to use the DoRIS reporting System you need to follow these instructions:

– Select ‘Report’ on the main toolbar.– Open the report.– Select the folder ‘ Doris Reports’.

Project Level Information (PLI) - How to create an organization & person

Before creating a project the Programme Operators must insert all information related to the organizations and persons involved in the project into DoRIS.

The organizations involved in the project are the Project Operator, the Project Donor Partner and the Project Partner.

Project Level Information (PLI)How to complete the PLI

In order to create a project the POs need to follow these instructions:1.Insert all the info about the organization involved;2.Insert all the contact information for the organizations main contacts;3.Click on Create New Project

Project Level Information (PLI)Project summary

• Max 1 000 characters - no spaces

• Write in an accessible way, using clear and understandable language

• Be as concrete as possible and avoid jargon, abbreviations and technical/bureaucratic language

• Focus on the what the project will actually achieve 

The project summary should cover the following points:

Why is the project needed? (Describe current problems /challenges. Include any relevant references to wider public plans or priorities)What is the objective of the project? (The objective of a project is equivalent to an outcome of a programme)What is the project expected to achieve? (Describe the project outcome(s) and mention any concrete targets or indicators)How will the project address these challenges? (Describe the project outputs – what will be produced or delivered?) Who is expected to benefit? (Target groups)How will bilateral relations be strengthened? (Describe the role of the donor partner, where relevant)What will the partnership achieve?

Project Level Information (PLI)Project summary - example

Project summary - example (997 characters-no spaces)Beneficiary state: SlovakiaPriority sector: Civil SocietyProgramme number: SK10Project title: Green FootprintSummary: Eastern Slovakia is a region facing many challenges, with high rates of unemployment and a large disadvantaged Roma population. The objective of the project is to contribute to improving the sustainable development of the region. The project will specifically focus on developing local sustainable food and energy efficient solutions.Three community urban gardens and 17 rural gardens will be built. People will be taught basic organic farming techniques to help them grow their own produce. One hundred energy efficient cooking stoves will be installed in the homes of Roma families and training provided in their use. The donor project partner - Change the World (Norgesvel) - will contribute its know-how and many years of experience in developing local sustainable solutions. It will organise courses and workshops in organic farming, eco-friendly building techniques and the use of energy efficient devices. It will also create an online database compiling practical solutions for reducing ecological footprints. The main beneficiaries of the project will be disadvantaged groups, including Roma. The general public will also be able to learn from the online database.

Project Level Information (PLI)Logical relationship

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Project Level Information (PLI)Scholarship

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In order to insert scholarship info the POs need to follow these instructions:1.Create scholarship file (see print screen)2.Generate a scholarship report3. Insert the scholarship info and convert into txt file4.Upload in DoRIS

Useful manuals and information

DoRIS Reporting manualThe manual contains explanations on the DoRIS Report.

Statistical manualThe manual contains definitions and explanations on the statistical information that is to be recorded in the online Documentation, Reporting and Information System' (DoRIS). The manual is also useful when working with reports generated from DoRIS.

Project Level Information help textsThe manual contains explanations on the PLI module in DoRIS

Questions and Answers