STRATEGYAPPROACHCREATE THE PRE-CONDITIONS FOR EFFECTIVENESS 47/84
STRATEGYINTERVENTION LOGICCRITERIA: MANAGE WELL (EFFICIENTLY) THE PROJECT 48/84
STRATEGYPLAN THE CHAIN OF RESULTSCRITERIA: MANAGE WELL (EFFICIENTLY) THE PROJECTEx-Post Project GO 1 P GO2Evaluation Completion R1 R3 Interactions...5th Semester 49/844th Semester3rd Semester Interactions...2nd Semester A1.1 R21st Semester A1.2 How they contribute to…. A1.3
STRATEGYPLAN THE INTERVENTION LOGICCRITERIA: MANAGE WELL (EFFICIENTLY) THE PROJECT5th Semester R1 4th Semester A.1.13rd Semester2nd Semester Interactions... A.1.3 Interactions... T.1.1.1 A.1.21st Semester T.1.1.2 How they contribute to…. T.1.1.3 50/84
STRATEGYPLAN THE INPUTSCRITERIA: MANAGE WELL (EFFICIENTLY) THE PROJECTActivity Task Skill Input (P/M) ScheduleA.1.1 T.1.1.1 LT / ST XXX P/M (Start-End) XXX-XXX 51/84
STRATEGYINTERVENTION LOGIC: PLAN ACTIVITIES & INPUTSCRITERIA: ACHIEVE OBJECTIVES Plan de Build a Detailed Plan theChain of Project Plan Required Inputs - Skills Results 52/84 Define the Intervention Logic
STRATEGYBUILD A BOY OF KNOWLEDGECRITERIA: ADDRESS SUSTAINABILITY ISSUES 53/84
STRATEGYSUSTAINABILITY ISSUES: BUILD A BODY OF KNOWLEDGECRITERIA: ADDRESS SUSTAINABILITY 54/84
STRATEGYSUSTAINABILITY ISSUES: TRANSFER KNOW-HOWCRITERIA: ADDRESS SUSTAINABILITY 55/84
STRATEGYSUSTAINABILITY ISSUESCRITERIA: ADDRESS SUSTAINABILITYBuild a Body of Create Transfer Knoweledge Sustainability Know-How 56/84
STRATEGYWORK TEAMCRITERIA: TO MANAGE EFFICIENTLY THE PROJECT 57/84
STRATEGYPRESENTATION OF KEY EXPERTSCRITERIA: TO MANAGE EFFICIENTLY THE PROJECT ToR Expert’sRequirements Experience Matching Build the CV around the ToR Requirements 58/84
STRATEGY Individualised ToRALLOCATING RESPONSIBILITIESCRITERIA: TO MANAGE EFFICIENTLY THE PROJECT Key ExpertsTASKS (CHAIN OF RESULTS) Non Key Experts 59/84
STRATEGYWORK TEAMCRITERIA: TO MANAGE EFFICIENTLY THE PROJECT Sell your Team A Clear Strategy to Allocateaccording to the Manage your Team Responsibilities ToR 60/84
Work Plan
WORK PLANWORKING ATTRIBUTE: FEASIBILITY 62/84
WORK PLANCRITERIA: WORK PROGRAM IS CLEARThe Work Plan is indeed thesynthesis of all informationpresented in the strategy.The work plan has twocomponents:Implementation Schedulesand Monitoring System. 63/84
WORK PLANACTIVITIES SCHEDULECRITERIA: WORK PROGRAM IS CLEAR The Gantt Chart is the graphic translation of table on the Input’s Planning Presented in the Strategy Chapter. But don’t go down to the task level as the chart will become illegible. Stick to the Activity Level. 64/84
ACTIVITIES SCHEDULE ACTIVITIES JANUARY FEBRUARY MARCH APRIL MAY JUNE1. LIST MAIN ACTIVITIES WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK 1234123412341234123412341 Contract Hardware Supplier 5. DEFINE DURATION OF THE MAIN ACTIVITIES1.1 Prepare Technical Specifications 4. START-UP AND DURATION OF TASKS 6. DEFINE MILESTONES1.2 Launch Tender 2. BREAKDOWN ACTIVITIES1.3 Evaluate Offers INTO TASKS 1 PREPARATION OF OFFERS BY TENDERERS1.4 Negotiate Contract 3. DEFINE SEQUENCIES 22 Contract Software Supplier AND DEPENDENCIES2.1........................2.2........................2.3........................2.4........................2 Establish Project ManagementUnit2.1........................2.2........................2.3........................2.4........................ Milestone 65/84 1 LAUNCH TENDER 2 NEGOTIATE CONTRACT
WORK PLANEXPERT’S MOBILISATION SCHEDULECRITERIA: WORK PROGRAM IS CLEAR Again the Gantt Chart is the graphic translation of table on the Input’s Planning Presented in the Strategy Chapter but this time around centred on the input of the Key and Non-Key Experts 66/84
EXPERTS SCHEDULEACTIVITIES JANUARY FEBRUARY MARCH APRIL MAY JUNE SUB-TOTAL EXPERTSKEY EXPERT 1 WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK WEEK 80KEY EXPERT 2 1234123 4 1234123412341234NON-KEY EXPERTSNON-KEY EXPERT A 5555555 5 55555555NON-KEY EXPERT BNON-KEY EXPERT C 555555555555 60NON-KEY EXPERT DWEEKLY SUB-TOTALS 555 15Key Experts 555 15Non-Key Experts 15MONTHLY SUB-TOTALS 555 15Key Experts 555 200Non-Key Experts 5 5 10 10 10 5 10 10 20 15 15 15 15 15 10 10 5 5 5 5 0 0 0 0 140 5 5 5 5 5 5 5 5 10 10 10 10 10 10 10 10 5 5 5 5 0 0 0 0 60 0 0 5 5 5 0 5 5 10 5 5 5 5 5 0 0 0 0 0 0 0 0 0 0 30 35 65 50 20 0 20 20 0 10 15 40 40 20 0 25 10 0 67/84
WORK PLAN Risk ManagementMONITORING SYSTEM MatrixCRITERIA: M&E SYSTEM IS CLEAR Log Frame Matrix 68/84
THE LOGFRAME MATRIX 4659//9894
RISK MANAGEMENT 5750//9894
PROPOSAL OUTLINESection Quality Chapter Quality Criteria AttributeRATIONALE Political and Programmatic Framework Consistency with Government Policies Relevance Analytical Framework Analyse Stakeholders and Problems The Pre-Conditions for an Effective Design Achievable Objectives Strategy Methodological Framework Design Achievable ObjectivesSTRATEGY Effectiveness Detailed Project Plan To Manage Efficiently the Project Body of Knowledge Address Sustainability Issues Work Team To Manage Efficiently the Project Feasibility Activity Schedule Objectives and Work Programme should beWORK PLAN Experts Mobilisation Schedule Clear Monitoring System Resources Implications are Clear Monitoring Systems should be clear & Risk Management Arrangements are in Place 71/84
MODULE 3FinancialProposalDesign
4.1. Structural Elements4.2. WB & EU Standards4.3. Fees & Expenditure: Classification4.4.Calculating Fees Rates & Expenditures4.5. Certification
STRUCTURAL ELEMENTSFEES AND EXPENDITURES ExpendituresFees 74/84
WB AND EU STANDARDSTHE WORLD BANK STANDARD: 3 CATEGORIES 6 FORMS4F_MisEcxepllaenneseosus MiscellaneousReimbursables4E_Reimbursables per 4A_Submission Form Activity 4B_Summary of Costs Fees 4C_Breakdown of Price per ActivityRemun4erDa_tiBorneapkedroAwcntivoifty 75/84
WB AND EU STANDARDSTHE EU STANDARD: 2 CATEGORIES 6 FORMS Non-InpEuxtpeRneslaetsed ExpInecniddietnutraels InpEuxt preelnasteesd FEES (Fully Loaded)DSA + Travel + Accommodation + Local Transport. SaElxarpyenrseleastedSec.S+alaOriveesrh+eTaadxes++PSroocfiital 76/84
FEES AND EXPENDITURESCLASSIFICATION Oththane(rReDxe.meDtuaSnilAeedr)aCtioonsts Non-InEpEuxxtpeRpneIslnaeetsecnd iddietnutraels Lump Sum CostsOnly Salary Related Expenses Miscellaneous Reimbursable Fully LoadedRUemnluonaedreadtionAlElxIpnepnustesRelated 77/84
CALCULATING FEES RATESCALCULATING FEES Overhead Travel Profit TaxSees,cuSorictiyal Local Transport ADlaloilwy aSnucpeportUnloadedFully Loaded Salary 78/84
CALCULATING FEES RATESCALCULATING FEES - UNLOADED 30% T6ax8e€sST++eacx2u4e0r5si,t%€ySoScSial 25%57on€ Salary Salary5202070€€W/MoDnth Overhead 30% Profit on 68 Salar € y RATE COMPANY 465 € / Day RATE NGO 397 € / Day 79/84
CALCULATING FEES RATESCALCULATING FULLY LOADED FEES 30%6o8n€Salary 25% on5S7a€lary Profit 22R0T00ea€ch/ Overhead Travel 21200=0 € 91 30% Taxes + 20 % SS € 68 € + 45 €RATE COMPANY TaxSees,cuSorictiyal ADlaloilwy aSnucpeport (200 920 € / Day Salary RATE NGO € 852 € / Day Local Transport 200 x 30) € / Day 22 = 273 252700€0 €W/MDonth € 22000000€€/ 2M2ont=h91 € 80/84
CALCULATING EXPENDITURESCTrosaitsn,i InngveoCitcoc.setss,CVeerhtiiclficesatiRoun,nning Air Travel, Equipments, Cars, etc.ExpInecniddietnutraels CRoumnmninugniCcaotisotsn,sR, Oenftfiaclse, ets. Reimbursable Miscellaneous 81/84
TIME SHEETFEES & EXPENDITURE CERTIFICATION NDOOCSUUMPPEONRTT-INUGNITS Fully LoadedEXVPECERENIFRSIETCEIAFSxITERIDEOpIPANnOeURcDnTIiTdBdOYiRetnutraelsSUPPOORRTIGININGADL OCSMiscellaneous RemunerationReimbursableTIME SHEET 82/84
https://www.facebook.com/santosruimhttp://pt.linkedin.com/in/ruisantoscesoci@RUIMSANTOS 83/84
DEVELOPMENTPROJECTSPROPOSALS Rui Miguel Santos
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