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This project has been funded with support from the European Commission. This publication reflects the views only of the author, and the Commission cannot be held responsible for any use which may be made of the information contained therein. Handbook on EU Project Management

Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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Page 1: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

This project has been funded with support from the European Commission. This publication reflects the views only of the

author, and the Commission cannot be held responsible for any use which may be made of the information contained therein.

Handbook on

EU Project Management

Page 2: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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You are a project manager, right?

Have you participated already in EU-funded projects? Have you ever been the project manager of EU-funded project(s)? You have never taken a course on project management with main

focus on EU funding, right? You have not considered so far which competence you need in order

to be even better at your work? Have you thought on how to make the implementation of your

projects more efficient and more effective?

Page 3: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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All your answers are

THEN …EMVOI® training course for EU projectmanagers is designed and developedespecially for

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What is EMVOI®?

•EMVOI® is an Erasmus+ project.• EMVOI® has been developed in close cooperation

between 6 partners from Austria, Bulgaria, Cyprus, France, Germany and Portugal.

• EMVOI® main aim is to contribute to recognition, validation & enhancement of the key competences of EU

project managers through strengthening cooperation between the world of training & the world of work by

applying an integral approach for assessment, training & ISO 17024 certification.

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EMVOI® course

Based on a thorough research of the most acknowledged project management standards

PMBOK®, Prince 2® and IPMA®, we have identified the most important competences for a EU project

manager.

The competences are exclusively defined and comprehensively described in the EU project manager

Competence Chart.

available at: www.emvoi.eu

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EMVOI® Competence Chart

The EU Project Manager Competence Chart defines themain competences – Units.All main competences are further developed based onsub-competences - Elements.

The main competences are:• Initiating a EU project;• Project management;• Project team management;• Quality and risk management;• Financial management and report;• Valorisation.

Page 7: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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Got you

Keep on scrolling to see the content of the course ...

Page 8: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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U1E1: Prerequisite

• Describes the most relevant EU structures & institutions, theirpurpose & role in development of the calls for proposals.

• Explains the EU policies strategies and main agendas of theEuropean institutions (forthcoming funding opportunitiesand calls for proposals).

• Illustrates how the project needs to fit into the relevant EUpolicies.

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U1E2: To identify and understand the needs and expectations of the target group

• Illustrates why knowledge about target group is crucial for asuccessful project.

• Shows ways to identify the project target group.• Illustrates problems and challenges that may occur while

identifying the project target group.• Introduces tools and techniques to collect the needs and

expectations of the target group.• Introduces methods for inclusion of target group in the

process and how to keep them interested.

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U1E3: Project alignment

• Provides general overview of the EU programmes.• Describes the objectives & priorities of the EU

programmes.• Presents the Key actions in EU programmes.• Calls for proposals – general aspects.• Explains the EU Programmes Criteria:

• Eligibility criteria• Alignment of the idea with programme priorities• Compliance with EU programme criteria

• Describes the EU Programmes evaluation process.

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U1E4: Project application development

• Explains in detail all required steps for submitting withinthe set framework and deadlines taking into accountobjectives, team, timing, and deliverables.

• Defines the objectives & selects priorities of the projectwith the project consortium/partners.

• Illustrates how to assign roles to each partner accordingto his/her expertise and experience.

• Explains how to establish the project key milestones,workplan, outputs and timeline with the projectconsortium/partners.

• Describes how to set the project budget, estimating costsfor each activity, and negotiates the budget with theproject partners.

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U1E5: Ethics and integrity

• Introduces to legal requirements and explains ethicalstandards in the framework of EU projects.

• Explains how to assure confidentiality of private data andhow to respect confidentiality of sensitive information.

• Describes how to overcome possible conflicts of interest.• Shows how to respect the intellectual property and

copyright rules.

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U2E1: Agreement management

• Provides a general overview of what is a grant agreementwith the Managing Authority and a partnershipagreement with the partners.

• Describes the procedure on how to prepare a grantagreement and a partnership agreement.

• Presents the amendment framework and procedures.• Describes the EU/National subcontracting framework and

rules.• Explains the general aspect of Intellectual Property Rights

agreement.• Presents the contract management procedure: the

applicable law.

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U2E2: Project planning

• Explains the terms work package, activity and milestone.• Describes how to perform a breakdown of the project into

work packages and activities.• Describes different techniques for estimating the effort.• Provides benefits of using a project schedule.• Explains the process of planning project activities using a

GANTT or PERTH chart.• Lists the typical content of a project management plan.

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U2E3: Project management tools

• Provides guidance how to start with the selection of aproject management tool.

• Lists typical features to consider when choosing the rightproject management tool.

• Informs about business software review platforms.• Describes the difference between collaboration and

planning tools.• Presents briefly the most used project management tools

such as Microsoft Project, Asana and Trello.

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U2E4: Change management

• Explains and defines change management.• Supports the identification of changes and its impact on

the project plan.• Describes the steps to implement a change management

process.• Provides guidance in managing phase transitions.• Informs the ways to agree changes with project partners.• Explains how to deal change management with the EU

Authorities.

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U2E5: Problem solving

• Explains how to promote a frequent transparentcommunication.

• Includes appropriate problem solving techniques.• Gives some tips on what to take into account as the best

for the project.• Presents problem-solving tools and techniques with the

aim to comprehend the root of the problem.• Describes strategies to finds solutions to the problem, the

need to discuss them with the project team and how todecide which one to implement.

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U2E6: Conflict Management

• Explains the need of ensuring team members to be awareof project rules.

• Identifies conflict resolution rules.• Promotes the ability to resolve conflicts.• Presents conflict management principles, tools and

techniques.• Addresses professional conflict management in diverse

teams.

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U2E7: Project monitoring

• Lists benefits from regularly monitoring the project.• Defines the different types of monitoring (internal/

external).• Addresses the ROM (Result Oriented Monitoring).• Includes typical questions to be asked when checking the

project against different criteria (project plan, projectschedule, financial plan).

• Presents the typical structure of a report with examplesfrom H2020.

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U2E8: Project closure

• Explains why the project closure is an important phase in the project.

• Lists the required activities in order to successfully close the project.

• Describes how and when your project can be audited.• Gives hints on archiving data and the GDRP.• Explains the Open Access policy.

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U3E1: Team management & teamwork

• Explains why team management and teamwork areimportant during a project’s implementation.

• Presents various tips on managing effectively teams.• Discovers different possibilities that teamwork can be

trained.• Explains the role of the leader in fostering teamwork.• Lists a number of team-building activities to be introduced

in. various phases of a project and for various purposes.• Explains how team performance monitoring can be

achieved.

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U3E2: Team environment

• Explains why team environment is essential during a project’simplementation.

• Provides tips for creating a supportive environment.• Explains the importance of trust for a positive environment.• Presents elements of team environment and how can be

achieved.• Reflects on management of cultural issues and diverse

teams.• Lists a number of mentoring activities for supporting a

healthy team environment.

Page 23: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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U3E3: Team communication

• Presents concepts, such as communication, soft skills bodylanguage and communication skills.

• Provides a list of communication mediums.• Explains the importance of cultural awareness in

communication.• Explores the key elements as well as barriers of an effective

communication.• Presents the importance of leadership communication.• Lists a number of team activities for improving com-

munication skills.

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U3E4: Presentation skills

• Presents the importance of good presentation skills forproject managers.

• Offers a variety of presentation tools and techniques.• Lists a number of tips on how to communicate and engage

the audience and how to hold effective presentations.• Provides different communication styles.• Suggests a number of activities for practicing your

presentation skills.

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U4E1: Quality Management

• Explains and defines quality management.• Presents some quality standards.• Describes how to plan and analyse the project evaluation

(internal or external) and how to select the appropriate toolsand methods for ensuring the quality of deliverables.

• Addresses the application of quality instruments to outputs,processes and project management performance.

• Explains the processes to measure compliance with qualitycriteria/indicators.

• Describes how to evaluate the undertaken preventive &corrective actions.

• Identifies performance gaps and the way to deal with them.

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U4E2: Risk Management

• Explains the link between risk analysis and projectmanagement.

• Presents the different risk management standards.• Identifies risk analysis methodologies and processes.• Identifies and analyses risks in terms of probability and

impact (financial, project objectives…) and ranks the priority.• Develops risk management plans, including mitigation

actions and monitoring.• Tackles planning and implementation of preventive and

corrective actions to reduce the impact of the risk.• Deals with monitoring of risks regularly and update of risk

management plan.

Page 27: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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U5E1: Cost and budget management

• Defines budget and costs.• Presents the main phases of financial management.• Reminds the importance of EU programme common

financial rules.• Presents the project cost and budget management in 6

phases.• Provides a general overview of the EU financial framework.• Reminds what the important elements are regarding budget

and cost management.• Provides a list of financial tools for EU projects.

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U5E2: Reporting

• Defines reporting and GANTT chart.• Presents the main reported data:

• staff costs,• travel and subsistence costs,• subcontracting costs,• administrative costs

• Highlights the importance of the reporting tools to be used byan EUPM.

• Provides general overview of the different financial reportingphases.

• Explains what are the supporting documents for financialreporting.

• Provides an example of financial reporting managementaccording to the EU programme.

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U6E1: Dissemination

• Defines valorization & dissemination.• Explains the importance of dissemination.• How to elaborate a Dissemination strategy?• Key elements of a Dissemination strategy:

• Objectives• Audience• Messages• Medium and means

• Provides instructions on the use of various dissemination means& channels.

• Provides general overview of the Dissemination report.

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U6E2: Communication

• Defines communication strategy and plan.• Provides general overview of communication plan key

elements in EU programmes.• Communication plan purpose and components,• Communication plan major steps,• Communication monitoring.

• Presents internal communication.• Describes external communication and different

communication channels.• Provides an overview of the methods to be used to

communicate with partners.

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U6E3: Stakeholder involvement

• Defines the “stakeholders”.• Identifies the key participants.• Explains the stakeholder identification criteria.• Presents ways to report project progress in a “catchy way“.• Defines how to interact with the stakeholders.• Provides insights into the development of the project

communication strategy.• Uses various traffic options in order to avoid the rush hour for

all partners.• Defines how to disclose information & to collect feedback.

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U6E4: Exploitation and Sustainability

• Defines exploitation & sustainability.• Explains the importance of exploitation & sustainability for EU-

funded projects.• Provides insights into the development of Sustainability &

exploitation strategy.• Details the sustainability & exploitation measures.• Describes the sustainability factors & the successful

exploitation factors.• Explains how to ensure partners’ commitment (after project

lifetime).• Explains how to ensure stakeholders’ commitment (after project

lifetime).

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EMVOI® platform

EMVOI® platform offers the registered trainees variousopportunities and possibilities for personal development &self-study.The other features of the platform are:

• tool for self-testing for each element;• slides for self-learning for each element;• forum to chat with the course trainer;• comments on the content in the developed elements;• additional reference materials like articles, youtube clips,

publications, etc.

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EMVOI® platform … and smth more

EMVOI® platform includes also up-to-date information on partners’ national, regional and various international programmes available for

application in the period 2013 - 2020.

EMVOI® platform is fully available on 6 languages:Bulgarian, English, French, German,

Greek & Portuguese.

Page 35: Handbook on EU Project Management · project management tool. • Lists typical features to consider when choosing the right project management tool. • Informs about business software

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Got you interested?

Go to http://emvoi.eu or http://trainings.emvoi.euand take the EMVOI® course!

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What other people say on EMVOI®?

• “It is well organised, well-structured and quite informative anddetailed.”

• “Good overview of EU management projects. High quality of supports- ppt presentation and additional references.”

• “It is really interesting and good. They can learn a lot from thetraining materials, especially in certain topics/ competences.”

• “It is an interesting and comprehensive course. I think it containsuseful information for the management of EU projects incl. featuresspecific to this type of projects.”

• “It is very flexible and everyone can go over the modules on their owntime.”

• “It was very helpful. All the material was relevant and also will beuseful for my future projects.”

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I recommend EMVOI® training course!

• “Absolutely. It both offers more insight in European projectmanagement, as well as PM in general. It helps me understand itbetter and helps us to work out a PM standard in our company”

• “Yes, definitely. Since the project management always hidesnumerous difficulties and issues that may arise during the longdevelopment of a project, the platform takes on the large majority ofthem concisely and straightforwardly, with useful tips and guidelinesI'll be surely referring to in the future. Great work!”

• “Yes. The course is very interesting & targets directly and explicitly theneeds of the project manager of EU funded projects. The describedcompetences are relevant & actually needed by a EU project manager.”

• “I've already recommended it to local stakeholders that are willingto be initiated to EU programmes and participate to next call.”

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If you need us, ……