The Workshop will include specially prepared materials including: presentations and workbooks ready for printing. These workshops will be conducted by experienced Finance Helpdesk Staff.

Sample Agenda:

Introduction-overview:

·          Background-experience

·          Finance Help-desk

·          Background material

H2020 Overview:

·          Background to Framework Program

·          General overview

·          What is different in H2020

·          Procedures

o         work programs

o         calls

·          Financial Changes

·          IPR rules

·          Nature of proposals

·          Benefits of participation

·          SMEs

Proposal writing:

·          Goal

·          Project structure

·          Initial decisions

·          Partner search

·          Key documents

·          Memorandum of Understanding

·          Proposal preparation - Part A

·          URF and LEAR

·          Spread sheet example

·          Part B descriptions

·          Working arrangements

·          WP structuring

·          How to build up the content

·          Quantification

·          Finalising the proposal

·          SEP

·          Financial points

Ethical aspects:

·          Legal basis

·          Ethical review

·          Purpose

·          No go areas

·          Statistics

·          Guide for applicants

Introduction to day 2:

·          Non-disclosure agreement

·          Distribution of proposal to be evaluated

·          Instructions and overnight assignment

Evaluation process:

·          Overview of process

·          Guidelines for evaluators

·          Content of the rules

·          Selection of experts

·          Eligibility check

·          Reading and marking

·          Evaluation criteria

·          Consensus meeting and panels

·          Hearings

·          Follow-up

Mock evaluation:

·          Evaluator briefing

·          Individual evaluation

·          Consensus meetings

Proposal review:

·          Non-technological defects

·          Detailed discussion of defects

·          Page counts

·          My assessment

·          Examination of 1.3

·          Blah blah example

·          Proposal forensics

·          Request for redress

·          Typical errors and advice

·          Proposal writing rules

·          Balancing the effort

How to maximise your funding:

·          From first idea to proposal

·          Idea!!

·          Where does it fit?

·          Iterate

·          Produce concise abstract

·          Validate abstract

·          Identify core partners

·          Build core team and supplement

·          External assistance?

·          Coordinate?

·          Produce proposal

·          Financial secrets

Project budgeting example:

·          Use of spread sheet and advice

·          How to create budget

·          How to balance it

Project best practice:

·          Introduction

·          Why behave ethically?

·          Role of the Coordinator

·          Actions at different stages:

·          Building a consortium

·          Submitting the proposal

·          Evaluation

·          Contract negotiations

·          Consortium Agreement

·          During the project

·          Project end

·          Summary & Recommendation

Reviewing a proposal idea:

·          Idealist PS Process

·          Quality Team

·          Scoring

·          Objective Criteria

·          Subjective Criteria

If you would like some more information or discuss dates, then please contact us here.