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EU Grants and Project Management Jean Monnet Module
Assist.Prof.Dr.Ayselin YILDIZ [email protected]
The European Commission support for the produc@on of all course and training materials does not cons@tute endorsement of the contents which reflects the views only of the authors, and the Commission cannot be held responsi-‐ble for any use which may be made of the informa@on contained therein.”
Unit 4
Project Cycle Management
From Idea to Project...
What is a project?
Project requires a planning process...
Idea Project ImplementaAon
It is a method of structuring the process from “ideas” into “actions”
PROJECT...
INVOLVES SPECIFIC PLANNED ACTIVITIES WHICH ARE DESIGNED TO ACHIEVE AN OBJECTIVE WITHIN A TIME FRAME AND SCOPE/PLACE WITH A SPECIFIC BUDGET.
MAIN PRINCIPLES
A project intervenes to a problem!
• Innovative (Bring a new perspective) • Initiate change • Output: A newProduct or Service
Every project has an OBJECTIVE
• The objecAve should be c l e a r . I f p o s s i b l e measurable.
• Should target specific expected outputs
• Should involve soluAons f o r t h e s p e c i fi c problem. Refer to the problem analysis. N e e d s -‐ d r i v e n objecAves!
PROBLEM ! The international experience of university students is low/limited
Objective ☺ ?
PROBLEM ! The international experience of
university students is low
OBJECTIVE ☺ To increase the international
experience of students
While formulaAng the project objecAve...
• Objective ............Why? • Place..................Where? • Time............When? • Target group....For Whom? • Activities........How?
Let’s do an example!
Example • To increase the number of international mobility of
students at X University within 1 year by organizing informative activities about Erasmus Programme
• To increase the number of international mobility of students 10% at X University within 1 year by organizing informative activities about Erasmus Programme
• Measurable objective
August 2010
July 2010
June 2010
April 2010
March 2010
Feb 2010
Jan. 2010
May 2010
2011
TIME and PLACE
When the project starts and ends? Where the project will take place?
Sep. 2010
October 2010
Projects should be REALISTIC
• Achievable objectives • Activities should target the objective • Project owner’s capacity (human resources, financial resources, infrastructure etc.)
• Proper match of “Activities” and “Budget”?
Projects require TEAM WORK!
Project Coordinat
or
Partner A
Partner B
Partner C
Partner D
Co-applicant/Partner
A PROJECT SHOULD... • Target the main aims and objecAves of the Grant
Programme, • Involve an innovaAve approach, create a new
product or service, • Have specific objecAve(s) aimed to solve related
needs/problems, • Have specific target group(s) • Have c lear spec ific management tasks/
responsibiliAes • Have a start and end date • Have a determined budget
COORDINATOR and CO-APPLICANTS/PARTNERS?
COORDINATOR and CO-APPLICANTS?
COORDINATOR
• Prepares the project • Responsible to
coordinate the proper implementation and reporting
• Submits the grant application/project
• Main contractor
PARTNER/CO-APPLICANT
• Contributes in preparing the project
• Has tasks/responsibilities of specific activies acc.to its expertise area
• Benefits from the grant
PROJECT CYCLE MANAGEMENT
PROJECT CYCLE
• The way in which projects are planned and carried out follows a sequence that has become known as the project cycle.
• Project cycle has six phases: Programming; IdenAficaAon; FormulaAon; Financing; ImplementaAon; and EvaluaAon.
Stages of Project Cycle
Programming
IdenAficaAon
FormulaAon
Financing
ImplementaAon
EvaluaAon
PROJECT CYCLE MANAGEMENT
• Project Cycle Management (PCM) was introduced by the European Commission in the early 1990’s to improve the quality of project design and management and thereby to improve aid effecAveness.
• Project cycle management integrates the phases in the project cycle so that issues are examined systemaAcally, by means of an approach and methodology which ensures that objecAves and issues of sustainability remain in focus.
Principles of PCM 1. Adherence to the phases of the project cycle to ensure a structured and
well-‐informed decision-‐making process. 2. Client orientaAon through the use of parAcipatory planning workshops at
key phases of the project cycle, and the formulaAon of the Project ObjecAve in terms of sustainable benefits to be delivered to beneficiaries.
3. IncorporaAon of aspects of sustainability into project design to ensure sustainable benefits.
4. Use of the Logical Framework Approach to ensure a consistent analyAcal approach to project design and management.
5. An integrated approach which links the objecAves of each project into the objecAves of the Commission and the naAonal and sectoral objecAves within the partner country; ensures that project workplans and budgets are prepared on the basis of the project logframe; and using the basic format to ensure consistent and comprehensive treatment of key issues throughout a project’s life.
PCM brings together aid management principles, analyAcal tools and techniques, and applies them within the structured decision-‐making process of the project cycle to ensure that:
“projects are relevant to the agreed strategy and to the real needs of beneficiaries”
LOGICAL FRAMEWORK APPROACH (LOGFRAME)
Logical Framework Approach
The core tool used within PCM for project planning and management is described Logical Framework Approach (LFA). LFA enables stakeholders; • To identify and analyse problems, and to define
objectives and activities which should be undertaken to resolve these problems
• To test the design of a proposed project to ensure its relevance, feasibility and sustainability.
LFA is also a key management tool during implementation and evaluation.
LOGFRAME MATRIX
4 3 2 1
12 13 10 11 8 9
5 6 7
1. Intervention Logic
2.Verifiable Indicators
4. Assumptions
Overall Objective
Project Aim
Outputs
Activities
3.Sources of Verification
Pre-Conditions
n To contribute in the long-‐run for wider society
n The specific aim of the
project, creates sustainable benefit/impact for the target group
n Expected outsputs/
results (product/service) n To achieve the otputs
ACTIVITIES
OUTPUTS
PROJECT AIM
OVERALL OBJECTIVE Ideal situaAon-‐long ter,
Specific, measurable, realisAc, achievable, Ame-‐bounded.
how the project’s goods and services will be delivered.
describe the services to be delivered to the intended beneficiaries or target group
VERTICAL LOGIC
ACTIVITIES
4
OUTPUTS
3
PROJECT AIM
2
OVERALL OBJECTIVE
1
IF thePROJECT AIM is achieved, then it will contribute to the OVERALL AIM. IF the OUTPUTS are properly suceeded, then the PROJECT aim will be achieved; IF the acWviWes are properly realized, then the OUTPUTS will be achieved IF the pre-‐condiWons are saWsfied, the ACTIVITIES can be iniWated;
Project Aim
• S (Specific) • M (Measurable) • A (Achievable) • R (RealisAc) • T (Time-‐bound)
Thank you…