HEFCE/Higher Education Academy/JISC

OER Programme &

This presentation:

• Project reporting

• Websites

• Programme meetings & events

Project Management

HEFCE/Higher Education Academy/JISC

Reporting (i)

• Project plan• Consortium Agreement*• Interim report• Final report• Completion Report

Why?

• Public funds (audit requirement)• To appropriately promote

projects• To see how you are getting on• To offer appropriate support

Required reports

30 Jun 2009 31 Jul 2009 1 Mar 2010 28 Apr 2010

Project Plan & Budget

Consortium Agreement

Draft Final Report & Budget

Final, Completion reports & Budget

9 Nov 2009

InterimReport & Budget

Very much encouraged: blogs / wiki / news feed (rss), etc.

08/04/23 | slide 2

HEFCE/Higher Education Academy/JISC

• Budget reporting – you should forecast whether you have over- or under- spent in each reporting period and agree any changes to your budget with your Programme Manager. Programme Managers would rather see you use resources effectively than be faced with a big budget variance at the end of the project.

• Staffing – you should always report on any changes in staffing, or significant periods of absence.

• Issues and Achievements – if things aren’t going to plan, say so, say why, and say how you are handling it. If you need help, say so, it is not failure, its just truthful reporting! Likewise where things are ahead of schedule, or working really well, say so, or your programme manager might not know about it.

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Reporting (ii)

HEFCE/Higher Education Academy/JISC 08/04/23 | slide 4

What works well in interim & final reports?

real-life examples

telling the story of your project/progress

describing how any of your initial assumptions were/have been challenged

sharing details of anything that didn’t work and how you addressed this

DON’T insert chunks of your project plan

just refer to work package numbers – name them!

make the reports “difficult” to read without prior knowledge

HEFCE/Higher Education Academy/JISC 08/04/23 | slide 5

Templates & guidance

• Generic JISC templates & guidance available from the main JISC website

• Useful guidance on final and completion report writing can be found in the Report Writing Workshop Resource Pack

• Further guidance can be found on the JISC Infonet website, covering

• Project management

• Risk management

• Contract negotiation

• Change management

http://www.jisc.ac.uk/proj_manguide.html

http://www.jisc.ac.uk/whatwedo/programmes/elearningcapital/programmesupport/reportwritingworkshopDec08.aspx

HEFCE/Higher Education Academy/JISC

Programme & project websites

- overview of project- project proposal - project plan (when available)- final reports (when available)- link to project website

- hosted by institution- materials and reports- news and events (rss feed please)- project aims and objectives- methodology- planned outcomes- project partners- contact details- anything else

jisc.ac.uk / heacademy.ac.uk/

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Remember: All outputs and deliverables need to be made available on or via your website which must be maintained for at least 3 years

following project completion.

project website

HEFCE/Higher Education Academy/JISC

Programme meetings & events

Second Tuesday Events

•The OER Programme team is looking to hold events/workshops on the second Tuesday of each month. •Likely to be virtual events•Programme of activities currently in development

•Start up Meeting: today!

•Interim Meeting: 20 October 09, venue TBA

•Final Programme Meeting: 20 April 10: venue TBA

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HEFCE/Higher Education Academy/JISC 08/04/23 | slide 8

contact details

Subject Strand:

Jo Masterson

jo.masterson@heacademy.ac.uk

Institutional Strand:

Heather Williamson

h.williamson@jisc.ac.uk

Individual Strand:

Ellie Spilman

ellie.spilman@heacademy.ac.uk

HEFCE/Higher Education Academy/JISC 08/04/23 | slide 9

references

Project management guidelines:•http://www.jisc.ac.uk/proj_manguide.html

JISC Report Writing Workshop Resource Pack:•http://www.jisc.ac.uk/whatwedo/programmes/elearningcapital/programmesupport/reportwritingworkshopDec08.aspx

JISC InfoNet InfoKits:•http://www.jiscinfonet.ac.uk/infokits/project-management •http://www.jiscinfonet.ac.uk/InfoKits/risk-management•http://www.jiscinfonet.ac.uk/InfoKits/contract-negotiation•http://www.jiscinfonet.ac.uk/infokits/change-management