JHEP2 Coordination Action in support of the implementation

of a Joint Programming Initiative (JPI) “Cultural Heritage and Global Change : a new challenge for Europe”

MONITORING AND EVALUATION (KPI) WP Leader: MCC (France)

WP3

Carlos Almeida Pereira Department of International Relations

Start month: 1 End month: 48

Task 3.1 Monitoring the alignment process of joint research programming

Task Leader: FCT Portugal

Rome, 29th November 2016

Task 3.1 Monitoring the alignment process

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

Task 3.1 – Monitoring the alignment process

Objectives (4) of this task:

1. Upgrade the JHEP monitoring and evaluation methodology by

selecting relevant KPIs for monitoring the alignment process.

- KPIs applied on a regular basis by partners;

- Partners report to FCT for the period covered by the project;

- FCT summarize the outputs received in order to produce Reports on the

implementation of the alignment of common research programmes.

Description of Work

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

Task 3.1 – Monitoring the alignment process Objectives of this task: 2. Continue to monitor the outcomes and results of activities launched

through the first CSA JHEP, as the alignment of national research

programmes, and the outcomes of activities implemented through

JHEP2 WP2 and the different Task Forces applied in the frame of JHEP2.

Description of Work

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

Task 3.1 – Monitoring the alignment process Objectives of this task:

3. Continue the implementation of monitoring and evaluation tools

identified in JHEP (D5.2) and provide solutions to ensure improved

efficiency of monitoring activities and more effective implementation of

indicators.

Description of Work

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

Task 3.1 – Monitoring the alignment process Objectives of this task:

4. Produce interim evaluations summarizing and analysing all outputs of

the monitoring exercise in terms of joint programming (months 18 and 36).

Description of Work

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

Deliverables

Carlos Almeida Pereira Department of International Relations

D3.1 – Key Performance Indicators to monitor alignment at national

research programmes level and at JPI CH research activities level

(month 6 – June 2016):

- the report revised and upgraded within Task 3.1 the first JHEP D5.2

set of indicators.

● Refinement of the previous List of Indicators:

-KPIs considered overlapping, no longer necessary at this stage, or

useless for the purpose, were eliminated;

-The List of Indicators was aligned with the guidelines from the E.C.

and the reports from the GPC;

-The inputs of the JHEP2 partners were considered.

Rome, 29 November 2016

Deliverables

Carlos Almeida Pereira Department of International Relations

Deliverable Number Deliverable Title Lead Beneficiary

D3.1

Key Performance Indicators to monitor alignment at national research level and at JPI CH research activities level

FCT

D3.2 First interim evaluation of JPI CH alignment process

FCT

D3.4 Second interim evaluation of JPI CH alignment process

FCT

Rome, 29th November 2016

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

Execution Plan

2016 2017 2018

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36

Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb March April May June July Aug Sep Oct Nov Dec

D3.1 X D3.2 D3.4

D3.1 – Key Performance Indicators to monitor alignment (M6) D3.2 – First interim evaluation of JPI CH alignment process (M18)

D3.4 – Second interim evaluation of JPI CH alignment process (M36)

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

How to measure Addressed to whom

● Appropriate questionnaires, surveys and templates, adapted from D5.2.

●WP and Task Leaders in the frame of the JPI CH. ● All partners in the frame of the JPI CH.

● GPC Biennial Report – JPI Self-Assessment. ● General information from JPI CH (e.g. number of participating countries, information available on Portal and website).

● Coordination of JPI CH.

● Annual reporting templates from calls outputs.

● JPI CH Call Office.

Immediate Action Plan

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016

2016 2017 2018

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36

Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb March April May June July Aug Sep Oct Nov Dec Jan Feb March April May June July Aug Sep Oct Nov Dec

1 2 3 4 5 6 6 D3.4

Schedule:

1. Nov/Dec 2016: elaboration of the templates, questionnaires and surveys.

2. (End of) December: submission of the templates, questionnaires and surveys to JPI CH partners, for validation.

3. January 2017: interaction with the Coordination and with the Call Office of JPI CH to access the required information.

4. February 2017: send the questionnaires, templates and surveys to all the JPI CH partners.

5. April 2017: information gathering.

6. May/June 2017: elaboration of the D3.2.

Carlos Almeida Pereira Department of International Relations Rome, 29th November 2016