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EC4SLT
Entrepreneurial Competences
for School Leadership Teams
Management Handbook
(draft)
EC4SLT 2014-1-UK01-KA201-000002
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1. The project – Introduction
The purpose of this management plan is to provide a framework for the management of the EC4SLT
project to ensure that it is delivered on time and with quality. The management handbook covers
details of the project, the deliverables, responsibilities, procedures, and financial arrangements. It is
supplemented by partnership agreements, an action plan, a quality plan and a dissemination plan.
Contents
Section 1
The project - Introduction
Aims & Objectives
Key Information
Partner Contacts
Section 2
The Work plan
Summary of deliverables
Intellectual Outputs and Activities
Partner roles and responsibilities
Section 3
Partnership
Ownership
Responsibilities
Section 4
Financial Management
Section 5
Decision Making & Conflict Resolution
Appendices
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Aims and Objectives
Aims:

To improve the quality and efficiency of school leadership through improved creativity,
innovation and entrepreneurship.

To identify key successful entrepreneurial competences from the business world, adapt
them to a school leadership context and develop training modules to equip school
leadership teams to accelerate the pace of school improvement and lead and manage with
greater school autonomy.
Objectives

To audit the systems and leadership development programmes in the partner countries

To audit successful entrepreneurial practice in the world of work and relate it to the needs
of school leadership teams

To establish an enquiry network to identify best practice and identify gaps in provision in the
delivery of four key areas of entrepreneurial competence:
Strategic Thinking & Visioning
Team Building, Personnel Management & Development
Communication & Negotiation Skills
Financial resources mobilization & Optimization

To develop a methodology of using professional enquiry and action research to examine real
life cases in schools and business

To develop, through in-school professional enquiry, a set of training modules for leadership
teams of 8 in both Primary and Secondary sectors in 4 countries, (a total of 32 leadership
team members), on the four key areas above

To pilot, test, evaluate and refine the training modules with at least 30 members of
leadership teams from each of the Primary and Secondary sectors in four countries – a
minimum of 240 participants

To carry out longitudinal research into the processes used and their impact

To disseminate the project outcomes and the training modules to School Leaders and
Training organisations across the EU

To develop a proposal for the integration of the final modules into a joint EU masters
programme
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Key Information
The official name of the project:
Entrepreneurial Competences for School Leadership Teams
The acronym:
EC4SLT
The programme:
Erasmus+ Key Activity 2 Strategic Partnerships - Schools
The website:
to be developed
The project number:
531337-1-LLP-2012-1-BG-KA2-KA2MP
Starting date:
1 September 2014
Finishing date:
31 August 2016
Duration:
24 months
Named British Council Project officer:
to be confirmed
Months Overview
Month 1: Sep. 2014
Month 13: Sep. 2015
Month 2: Oct. 2014
Month 14: Oct. 2015
Month 3: Nov. 2014
Month 15: Nov. 2015
Month 4: Dec. 2014
Month 16: Dec. 2015
Month 5: Jan. 2015
Month 17: Jan 2016
Month 6: Feb. 2015
Month 18: Feb. 2016
Month 7: Mar. 2015
Month 19: Mar. 2016
Month 8: Apr. 2015
Month 20: Apr. 2016
Month 9: May 2015
Month 21: May 2016
Month 10: Jun. 2015
Month 22: Jun. 2016
Month 11: Jul. 2015
Month 23: Jul. 2016
Month 22: Aug. 2015
Month 24: Aug. 2016
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Partners
Partner
P1
Institution
University of Newcastle
Short Form
Contact
UNEW
Sue Robson
[email protected]
Rene Koglbauer
[email protected]
P2
edEUcation ltd
EDEUC
Paul Harrison
[email protected]
Janet Linsley
[email protected]
P3
University of Jyväskylä
JYU
Mikael Risku
[email protected]
P4
University of Primorska
UP
Majda Cenčič
[email protected]
Tina Štemberger
P5
Bucharest University of
Economic Studies
BUES
Marian Nastase
[email protected]
Monica Paduraru
P6
European School Heads
Association
ESHA
Chris Harrison
[email protected]
Ton Duif
[email protected]
Fred Verboon [email protected]
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2. The Workplan
Intellectual Outputs Summary
The workplan consists of 8 intellectual outputs and 22 activities
Intellectual
Output
O1
Management
O2
State of the
Art
Activity
Led By
Timescale
O1- A1
Management Structures
UNEW
Sept 14 - Oct 14
O1- A2
Website
EDEUC
Sept 14 - Nov 14
O1- A3
Communication
EDEUC
ongoing from
Sept 14
O1- A4
Reporting
EDEUC
on-going from
Feb 15
UNEW
Nov 14 to Feb 15
BUES
Nov 14 to Feb 15
UNEW
Mar 15
O2 – A1
Audit of existing provision for
leadership training
O2 – A2
Report on Entrepreneurial
practice
O2 – A3
Workshop to create the
Outline Scheme of Work for
the Training Modules
Deliverables
Partnership Agreements
Management Handbook
Deliverables Grid
Project Website
Logo
Social Media Presence
Restricted Management Section on Website
Four partner meetings
Bi-monthly Skype meetings
Use of e-mail and management section of website
Verbal reports at meetings on progress
Six monthly financial reports
Progress report after 12 months
Final report after 24 months
Audit of current leadership training provision
Audit of methodologies used for the training
Report identifying best practice and areas for development
Report on entrepreneurial practice in the field of business and key
entrepreneurial competences that can be applied to education.
2 day workshop to draw up an initial outline of training modules
An outline scheme of work
An module which introduces the methodology of professional enquiry
and action research
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O3
Initial Module
Development
O4
Final Modules
and Training
O5
Overarching
Research
O6
Quality
Assurance
O7
Dissemination
O3 – A1
In school professional
enquiries
UP
Apr 15 – Dec 15
O3 – A2
Mid point evaluation and
refinements
O3 – A3
Final Evaluation of the
Developmental Stage
O4 – A1
Production of the final
modules for formal training
O4 – A2
Leadership Training Courses
UP
Jun 15 – Jul 15
UP
Nov 15 - Dec 15
JYU
Dec 15 - Jan 16
JYU
Jan 16 - May 16
O4 – A3
Final Modules and Handbook
UNEW
May 16 – Jun 16
O5 – A1
Overarching Research
UNEW
Nov 14 - May 16
O6 –A1
Quality and Evaluation Plan
EDEUC
Sep 14 - Aug 16
O6 –A2
External Evaluation
O7 – A1
Dissemination Activities
EDEUC
Apr 15 – Aug 16
ESHA
Sep 14 - Jun 16
A common set of tools to be used in the professional enquiry process
Potential leaders from four schools
2 day initial workshop
Sets of Professional Enquiry topics and action plans
Calendar of school visits
Records of the workshop and visits including video
Evaluation and refinement workshop
Records of the workshops including video
Final valuation and refinement workshop
Impact reports for 4 countries
Records of the workshops including video
2 day workshop to develop trial modules and formal training package
Alternative language versions
4 sets of formal training sessions each testing one module and one
format an intensive course, a course spread over a term, an on-line
course or a blended learning course.
30 school leadership team members from Primary and Secondary trained
A set of evaluative tools and evaluation reports.
Final version of the modules
On-line training handbook (English only)
Final language versions of the training modules
Research Framework and Tools
Overarching research study
Recommendations for Policy and Practice
Quality plan
Evaluation tools
Two internal evaluation reports
Contract and appointment of External Evaluator
Interim and final evaluation reports
Dissemination Plan
Promotional products
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O8
Exploitation
O7 – A2
Dissemination Seminars
Events 1-5
O7 – A3
Final Conference
Event 6 – B1
O8 – A1
Exploitation Plan
O8 – A2
Feasibility Study into a Joint
Masters
O8 – A3
Exploiting the European
Policy Network on School
Leadership
4 e-newsletters in the languages of the partners
News section of the website
Social media ie. Facebook, Twitter, LinkedIn blogs
Database of target groups for dissemination
Dissemination records
5 Dissemination seminars for 30 key stakeholders
Generic resources for use in the seminars
ESHA
Jan 16 – Jun 16
ESHA
Jun 16
Final international conference
UNEW
Jun 16 – Aug 16
Exploitation plan to cover academic years 2016-17
Workshop in ESHA biennial conference
Meetings with EU policy makers
Feasibility study into a joint EU Masters
UNEW
Jun 16 - Aug 16
JYU
Jun 16 - Aug 16
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Updates to EPNoSL
Recommendations regarding policy
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Intellectual Outputs
Output 1 Management
The objectives of these activities are to:
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ensure that the project is completed on time
ensure the objectives are met
put in place systems to regularly monitor the project
ensure effective communication and partnership working
Activity 1 Management Structures
The key management structures, the partnership agreements, management plan and action plan
grid will be discussed and signed off at the initial meeting led by P1. P2 will prepare and issue a draft
project handbook prior to the meeting, and it will be discussed and finalised at the meeting. The
project handbook will set out overall roles and responsibilities, expectations, a detailed budget
breakdown, financial procedures, systems for reporting and strategies for communication including
the scheduling of further meetings. The roles and responsibilities will be set out in partner
agreements, which will have been circulated in advance for all partners to sign. Procedures for
conflict resolution will be incorporated into the agreements. At the initial meeting a detailed action
grid will also be drawn up to enable monitoring of progress to take place.
Activity 2 Project Website
This activity deals with the setting up of the structure of the project website which will consist of a
main section with details of the project, the partners, links to partner websites, contact details and
will be public. It will have a restricted access section for partners only and this will host management
information. It will include the Erasmus+ and project logos. P2 will have responsibility for the project
website. The design of the website will be discussed at the initial meeting and P2 will sub-contract a
web designer. The website will be used to disseminate the project and host the resources that are
developed. It will provide information on the project and the partnership. Over time the public
section will be updated with details of the project’s progress, sample content, newsletters, video
clips and a blog. In addition the project will have a presence on social networking sites and these will
be linked to the website. A ‘hit counter’ will be included to monitor visits and locations of visitors.
The overall monitoring of the website will be conducted by P2 but all partners will have the
responsibility of providing materials for the site and updating information.
Activity 3 Communication
Formal communication will be conducted through four partnership meetings during the project and
these will be supplemented by bi-monthly Skype meetings. All will have agendas and will be
minuted. All partners will be expected to have representatives at these meetings. The regular Skype
meetings will be used for monitoring of progress and setting the agenda for the following months.
Partner Meetings 2 and 3 will also have a workshop element to be used for the evaluation and
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development of the materials. Meeting 2 will include the preparation of the progress report and
Meeting 3 the preparation of the Exploitation plan. Meeting 4 will take place at the end of the
project and will be used to review the overall project and to plan for further exploitation. Progress of
the project will be evaluated at all meetings. Additionally communication will take place informally
through e-mail and Skype should it be required and all documentation will be uploaded onto the
management section of the website.
All partners will contribute to the agenda of the meetings and report on their activities and future
plans. Partners will be expected to highlight any difficulties in meeting their objectives and discuss
solutions to any potential problems, both formally and informally. All partners will be expected to
upload relevant documentation onto the management website. Partners with responsibility for an
Output or an Activity will lead on that particular issue in the meetings.
Partners hosting meetings will organise the meeting spaces and accommodation.
The schedule of meetings is:
Meeting Number
1 Kick-off
2
3
4 Final
Dates
06-07 October 2014
March 2015
January 2016
June/July 2016
Venue
Newcastle UK
Bucharest, Romania
Jyväskylä, Finland
Koper, Slovenia
Meeting protocols






All partners are expected to be represented by at least 1 person (preferably the same
person) at all meetings. Meeting dates will be selected so that everyone can participate.
P2 will chair the meetings and be responsible for the agenda which they will distribute to
partners at least a week before the meeting. Partners will contact P2 at the latest two weeks
before the meeting with any agenda items.
All meetings, including on-line meetings, will be minuted by one of the partners. Minutes
will be sent to all partners within 2 weeks of the meeting date.
The host of the meeting will assist the travelling partners with travel information and
organise accommodation if required.
The host will organise the logistics for the meeting, the room, equipment, and refreshments
All partners will pay their own travel and subsistence costs for meetings. If the host pays for
any subsistence costs, then all partners will be billed by the host.
Activity 4 – Reporting
Partners will produce interim reports on progress on the deliverables, action plan and costs to P2 in
accordance with all terms and conditions set out in the partner agreements. These will be verbal
reports at each of the meetings, but will be recorded in the minutes of the meetings. There will also
be formal financial reports every six months. Prior to the formal reporting to the national agency, P2
will provide a progress template for partners to complete and a separate financial template. P2 will
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check, collate and summarise the internal partner reports and produce the progress report for the
national agency by XXX. The public part of the progress report will be published on the website. The
same process will be followed for the final report. The final partner meeting will close the formal
project activities, summarise the results achieved, analyse the information gathered from the final
evaluations, collate the latest financial information and set the basis for the final reporting of the
project which will be conducted by P2 by XXX. At this meeting any remaining decisions regarding
future working and the final plans for the exploitation plan will be taken. The public part of the final
report will be published on the project website. Partner 2 will organise the templates and coordinate
the reports and take responsibility for the formal progress and final reports. All partners will
complete the reporting to the required standard by the deadlines set out in the management plan.
All documentation must be kept available for a period of 5 years after the final payment.
Output 2 State of the Art
The objectives of these activities are to:




audit the leadership development and training programmes in the partners’ institutions
report on successful entrepreneurial practice in the world of work and relate it to the needs
of school leadership teams
identify best practice and identify gaps in provision in the delivery of four key areas of
entrepreneurial competence:
 Strategic Thinking & Visioning
 Team Building, Personnel Management & Development
 Communication & Negotiation Skills
 Financial resources, Mobilisation & Optimisation
establish a methodology of using professional enquiry and action research to examine real
life cases in schools and business
Activity 1 - Audit of existing provision for leadership training
P1 will produce a template for an audit of current provision and methodologies used for the training
of existing and prospective leaders and P3, P4, and P5 will share their provision and engage in
discussion with P1 about their practice, identifying their own strengths and areas for development,
including any evaluation evidence they hold. P1 will collate all the information and produce a report
identifying best practice across the partnership, areas where practice could be shared and areas for
development.
Activity 2 - Report on Entrepreneurial practice
P5 will investigate and report on successful entrepreneurial practice in the field of business and
identify common stands that can be applied to the educational context. They will explore the
operational similarities and differences between the two sectors and relate them to the four key
entrepreneurial areas, bearing in mind the contextual difference of the countries of the partnership.
P5 will summarise the key set of skills which are common to both successful entrepreneurs in
business and schools and prepare a draft of key entrepreneurial competences which are applicable
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to school leadership teams. They will then prepare a report to present the results of their
investigation.
This activity is the sole responsibility of P5, although all other partners will respond to any request
for information or clarity should they be required.
Activity 3 Workshop to create the Outline Scheme of Work for the Training Modules
P1, P2, P3, P4 and P5 will attend a 2 day workshop to review the information gathered from
Activities 1 and 2 to draw up an initial outline of training modules. The workshop will follow on from
the management meeting in March 2015. The modules will take the four entrepreneurial areas and
break them down into specific topics, which will be used to develop the entrepreneurial
competences. Existing best practice will be incorporated into the topics which will all be designed
using the professional enquiry methodology. New topics will be designed to fill any gaps in provision.
An outline scheme of work will be then be designed in a way which can be tested in the different
country contexts. As part of this training framework, P1 will incorporate an initial module which
introduces the methodology of professional enquiry and action research as a means of developing
the training materials. P2 will develop a set of common set of tools to be used in the professional
enquiry process, eg. observation sheets, self-assessment sheet, log, recording mechanisms, selfevaluation, questionnaires.
All partners involved in the workshop will prepare their information and planning prior to the
workshop and contribute to the outputs which will be an outline set of topics. P2 will provide a
practical dimension from recent and current school leadership experience and prepare the tools for
the professional enquiry methodology.
Output 3 Initial Module development
The objectives of these activities are to:




ensure school partners are fully prepared for the professional enquiry work
use the professional enquiry methodology to test the modules in each country
review outcomes and assess against on-going skills analysis
collate modules into a single training package
Activity 1 - In-school professional enquiries
P1, P3, P4 and P5 will identify potential leaders from their four schools who will undertake the
professional enquiry work. They will organise a two day workshop to introduce the participants to
the entrepreneurial competences, the module structures and topics and the professional enquiry
approach. Participants will undertake a self-evaluation of the entrepreneurial competences to
provide a baseline for measuring impact on their professional development. Each individual will then
identify a specific area of enquiry that they will undertake in their own school and develop an
individual action plan for the professional enquiry phase of the project. This will include a set of
baseline benchmarks to enable progress and impact to be measured. Partners will agree a calendar
of regular visits and processes for support including e-communication.
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The action plan will include the key staff to be involved in each of the schools, will break down the
competences to be developed and identify practical issues in each school be used to develop the
tools. The leadership teams concerned will use their own contexts and data to address the topics.
Their focus will be practical, for example they will prepare the vision for their own school, analyse
their own results and set targets or examine how to deal with a specific aspect of personnel
management such as managing change or team building.
Partners will work to a common agenda which will be discussed in a Skype session, but adapt the
workshops so that they can be tailored to meet the needs of the individual schools. Partners will visit
the leadership teams in a coaching capacity during this period on a regular basis and keep records of
the workshops and school visits, organise video clips which can be used later to promote the
resources. They will upload information onto the management website so that it can be shared and
discussed with other partners.
Activity 2 – Mid-point evaluation and refinements
Half way through the developmental period, P1, P3, P4 and P5 will organise a second workshop to
bring the schools together to review progress, and conduct an evaluation of the work that has been
undertaken. This will identify areas of success and challenges and prepare plans for the second half
of the work. The partnership will conduct a formal evaluation at this point on the structure of the
modules, the topics and the methodology. This will be conducted with the participants, their
colleagues in the schools through individual interviews, questionnaires and evaluation sheets. Any
areas of specific interest will be followed up in more detail. Partners will share these evaluations in
the workshop and will undertake revisions to the training modules if required.
As with activity 1, partners 1, 3, 4 & 5 will organise the workshops and work to a common agenda.
The agenda will be discussed in a Skype session. Partners 1, 3, 4 & 5 will take the outcomes of the
evaluations and collate them iinto a country report. These will be shared with all partners and an
assessment of whether the training and methodology requires revision will be undertaken. Should
this be the case, P1 will draft the revisions. Partners will keep records of the workshops and organise
video clips which can be used later to promote the resources. They will upload information onto the
management website so that it can be shared and discussed with other partners.
Activity 3 - Final Evaluation of the Developmental Stage
P1, P3, P4 and P5 will organise a final workshop with the schools at the end of the developmental
stage. It will follow the same structure as the mid-point workshop with formal evaluations and
identification of any revisions needed. Partners will summarise the outcomes in a country report.
Participants will undertake a self-evaluation of the entrepreneurial competences to assess impact on
their own practice. As with the mid-point evaluations, they will keep records of the workshops and
organise video clips which can be used later to promote the resources. They will upload information
onto the management website so that it can be shared and discussed with other partners. The
outcome of this final workshop will be an assessment of whether the training and methodology
requires any further revision. This will inform the initial activity to be undertaken in Output 4.
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Output 4 Developing the final version of the Training Modules – including eresources
The objectives of these activities are to:



create a final set of resources based on the real situations and the experiences of the staff
involved using the material collected through the professional enquiries
develop the modules in the form of on-line resources, including video clips.
create alternative language versions of the modules.
Activity 1 - Production of the final modules for formal training
P1, P3, P4 and P5 will collate all the material collected through the professional enquiry phase,
including data collected, logs, situations managed, interviews with the staff, observation records,
interviews with those being managed and feedback from colleagues and pupils. They will evaluate
the feedback to create a final set of resources based on the real situations and the experiences of
the staff involved. The modules will be in the form of on-line resources, including video clips. The
modules will be drafted at the workshop involving partners 1, 2, 3, 4 & 5 in January 16. The
workshop will follow on from the management meeting. At this workshop the modules will be
discussed, refined and collated into a formal training package, which P1, P3, P4 and P5 will use in the
final training sessions starting (Action 2) in January 16. Mechanisms will be put in place for
alternative language versions to be created by the end of January 16.
The workshop will be organised by P3. Prior to attending the workshop all partners involved will
assess the evaluations and the outcomes of the development stages from the four country reports
and independently draft any potential revisions. P2 will manage the uploading of the resources onto
the project website.
Activity 2 – Leadership Training Courses
P1, P3, P4 and P5 will organise the formal training sessions, one set in each country. Each set of
training will cover one module. The training package will be trialled in a range of formats, an
intensive course, a course spread over a term, an on-line course or a blended learning course.
Partners will recruit a target of 30 school leadership team members from Primary and Secondary
sectors. They will ensure that all modules are covered. A set of evaluative tools will be produced to
collect the feedback on the content, methodology and training formats. Partners will agree who will
take which training format, and which module. They will determine how to ensure that all modules
are covered. Partners will then use the evaluative tools and collect the feedback.
Activity 3 - Final Modules and Handbook
Following the four trialling sessions, P3, P4 and P5 will collate the data collected from the training
sessions and provide feedback to P1 so that a final version of the modules can be produced. Each of
the partners will also develop a section of guidance relating to the module and format they used to
be collated into a simple on-line training handbook which will support the on-line resources.
Alternative language versions of the training modules will be produced, although the on-line
handbook will be in English. All of the materials will be uploaded onto the project website.
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Output 5 Overarching Research
The objectives of these activities are to:





collect quantitative and qualitative data throughout the project from the target groups
assess the content against the needs of the target groups and advise on revisions
assess the methodology against the needs of the target groups and advise on revision
produce findings on both the content and methodology, accompanied by case studies
translate the study findings into policy recommendations
Activity 1 – Overarching Research
The project adopts a new approach to both the processes of developing leadership training modules
and the content. The fundamental ideas are being taken from the Business world and this activity
will carry out a research study into the project from start to finish. This will be used to support the
project itself, to examine impact, to look at synergy between the world of work and educational
leadership and to draw conclusions. Although the initial basis is about education applying business
practice, there may be lessons to be learnt from the process that can also be applied in training of
business leaders. This activity will explore all of these avenues and conclude with a set of
recommendations relating to policy which will contribute to the larger scale research being carried
out by EPNoSL.
This activity is primarily the responsibility of P1 who will design the research framework and tools.
P3, P4 and P5 will provide information into the feedback loop, as part of O3 and O4 and act on the
information received back from P1. P4 will provide additional input on the synergy between business
and schools and any recommendations on how the methodology used in schools can be applied to
business. P1 will collate all of the information and findings into a report which will be published at
the final conference. It will include recommendations on policy. The findings will be fed into the
EPNoSL research by P3 and P4 and published on the website.
Output 6 Quality Assurance
The objectives of these activities are to:



design and develop methods and tools for project monitoring, quality and evaluation
monitor the project progress
evaluate intermediate and final project results
Activity 1 – Quality and Evaluation Plan
P2 will draft a quality plan which will be discussed and finalised at the initial meeting in October 14
setting out the roles and responsibilities of each partner in ensuring quality in both delivery and
outcomes and their responsibilities for monitoring and evaluation. It will list the strategies to be
adopted and also the timescales and reporting mechanisms and will be incorporated into both the
internal and external reports. Furthermore, the evaluation strategy will outline the tools in terms of
templates, techniques and products used to achieve quality in the project and P2 will develop the
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tools for the (internal and external) evaluation of the project’s progress and outcomes by
participants in the project.
Two internal reports will be produced summarizing the evaluations by June 15 and December 15,
and will include recommendations for any corrective actions required for the next part of the
project. Both reports will be used in the reporting to the National Agency by P2. P2 will provide
verbal updates on the quality assurance processes and priorities at the bi-monthly meetings.
Activity 2 – External Evaluation
An external expert will be appointed to carry out an external evaluation of the overall project. He
will provide interim and final evaluations of the project development and its outcomes. The focus
will be on meeting the targets set out in the proposal, the quality of the products and results, the
management and participation of consortium partners, the impact on the target group, and the
quality of dissemination and exploitation measures. The evaluator will be invited to prepare an
interim report on the resources and processes and progress to date at the end of the July 15 and a
final report for August 16.
P2 will take the responsibility for the appointment of the external evaluator as part of their
responsibilities for Quality Assurance. They will draw up a profile and a draft contract which will be
agreed by other partners before the appointment. P2 will be the first point of contact for
communicating with the external evaluator.
Output 7 Dissemination
The objectives of these activities are to:


raise awareness of the project and its aims, to engage interest and to provide regular
updates of the progress of the project.
share publicly the outcomes of the project and its aims and to introduce the exploitation
phase
Activity 1 – Dissemination Activities
P6 will produce a draft dissemination plan which will be presented and finalised at the initial
meeting. The plan will identify the responsibilities of partners, targets of the different stakeholders,
strategies to be adopted and systems for recording dissemination activities. Promotional products,
such as pens, leaflets and bags will be developed, and four planned project e-newsletters will
present details of the project and updates at key points in the project, when there is an output to
report on. The newsletters will be drafted by P2. They will then be converted into the home
language by the partners who will disseminate to the identified key target groups.
The project website, which will be managed by P2, will provide details of the project on its front
page and will include a ‘latest news’ section and will be updated monthly. This will be in English. The
social media ie. Facebook, Twitter, LinkedIn and blogs will be updated weekly. These will be done in
the home language as well as English.
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
P6 will lead on dissemination and have the responsibility for the overall plan and the design of the
promotional materials. All partners will compile a database of target groups for dissemination,
exploiting their own networks, and record their activities on the forms provided by P6. P6 will
maintain a central record of dissemination activities. All partners will be expected to carry out their
responsibilities as set out in the dissemination plan including maintaining records and providing the
information to P6. P6 will provide regular updates on dissemination in the bi-monthly meetings. All
partners will contribute to the website updates and upload visual input such as video clips,
interviews etc, which are likely to be conducted in the home language and all partners will be invited
to contribute to updating and promoting the project through social media. P3, P4 and P5 will have
responsibility for providing versions of the dissemination materials in their home language.
Activity 2 – Dissemination Seminars
Following the completion of the final version of the resources, partners 1, 3, 4, and 5 will organise
and run a workshop in their own country to promote the resources and highlight the opportunities
for their use. The workshops will either be stand alone or integrated into other larger events and
conferences. P6 will incorporate a workshop into one of its regional conferences. The target for each
workshop will be a minimum of 30 participants from the key target groups.
At the meeting of January 16 partners will plan a common agenda for the workshops and produce a
generic set of power-points and workshop resources for use in the seminars. These will be translated
into the home languages by P3, P4 and P5. P1, P3, P4, P5 and P6 will organise the seminars and
invite key representatives from the target groups. They will then run the seminars.
Activity 3 - Final Conference
P6 will organise and run a final international conference in June 16. The final conference will be used
for the publication of the resources and the research. Invitations for the day’s activities will be sent
to key stakeholders including EPNoSL representatives, regional authorities and teacher training
organisations. The aim is to recruit an additional 30 representatives of these different target groups
to the final international conference. The administration and conference organisation will be
undertaken by P6 and there will be free promotional resources available. There will also be fliers to
advertise the services available in the exploitation plan. Participants will be provided with details on
how they can access the resources for free and the additional training available if they need it.
An outline structure for the final conference will be agreed in the meeting of January 16 and detailed
planning will be finalised through Skype meetings. The final conference will initiate the exploitation
phase of the project.
All partners will be involved in the promotion and marketing of the conference, including the
identification of key participants. P6 will organise the events management, and the resources to be
distributed. A keynote speaker from EPNoSL will be invited to open the conference. At the initial
planning stage, partners will agree a list of invitees, promote and advertise the conference through
their own networks and they will agree their role in the conference. All will contribute to the
presentations and run workshops. The workshops will be designed to meet the needs and interests
of the different target groups.
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
Output 8 Exploitation
The objectives of these activities are to:



ensure longer term sustainability of the work
ensure that the resources developed and the outcomes are fully exploited by the partners at
a national and international level in a sustainable way
undertake a feasibility study into accreditation of the training modules through a joint
Master programme.
Activity 1 – Exploitation Plan
Once the final modules have been tested, P1 will draw up an exploitation plan to cover academic
years 2016-17. This will cover actions, partner responsibilities, dates, seminars, conferences, training
sessions for that academic year and more general actions for the following year. It will include
targets for the incorporation of the resources into existing leadership programmes. The exploitation
plan will include the maintenance of the website and the transfer of resources to the partners and
networks. This will cover both National and International Exploitation. It will be drafted and
discussed at the partner meeting in June 16.
P1 will have responsibility for the draft of the plan and all other partners will contribute to the final
version by providing targets and information such as potential conferences. Partners will use their
existing networks to deliver the exploitation plan. P6 will use their biennial conference in October 16
to run a workshop and will also exploit their meetings with EU policy makers to promote the
outcomes.
Activity 2 – Feasibility Study into a Joint Masters
Partners 1, 3, 4 and 5 will incorporate the outcomes into their existing programmes. They will also
explore the potential of working collaboratively to develop a new EU joint Masters qualification to
incorporate and accredit the course. They will produce a report examining the potential target
market, the logistics, content, delivery and resource implications of such a course. The feasibility
study will be led by P1 but will be produced by P1, P3, P4 and P5.
Activity 3 - Exploiting the European Policy Network on School Leadership
The work undertaken by the project will feed into the further research being undertaken by EPNoSL,
providing practical information, resources and case studies. The EPNoSL members of the partnership
will exploit these links with the network by providing information about the project and regular
updates. They will exploit EPNoSL seminars and Output 5, the overarching research, will be exploited
to contribute to the debate on policy by providing a set of policy recommendations. P3, P4 and P6
are members of EPNoSL. They will use their position to provide information and updates on the
project and share its outcomes. They will demonstrate how the project has put into practice
research and recommendations from the EPNoSL work. P3 will provide EPNoSL with the specific
recommendations
regarding
policy
in
the
overarching
research
outcomes.
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
Partner Roles
Entrepreneurial Competences for School Leadership Teams – Newcastle role
Deliverable
O1- A1
Management
Structures
Responsibility
Lead partner. Overall legal and financial responsibility. Lead on the
contractual agreement with the national agency, clarifying the legal
requirements and Partnership Agreements. Work with P2 on the monitoring
of progress and finances.
O1- A2
Contribute to the project website and social media to keep information
Website
updated.
O1- A3
Participate in 4 partner meetings and bi-monthly Skype meetings.
Communication Organisation of the kick-off meeting.
O1- A4
Reporting
O2 – A1
Audit of
existing
provision for
leadership
training
O2 – A2
Report on
Entrepreneurial
practice
O2 – A3
Workshop to
Timescale
Staffing & Budget
from Management Grant €12000
Sept 14 - Oct
14
Sept 14 - Nov
14
ongoing from
Sept 14
from Management Grant
Travel and subsistence from travel
grant €3820
Staffing and
Skype meetings from Management
Grant
from Management Grant €12000
Produce interim reports on progress on the deliverables, action plan and
costs in accordance with the partner agreements. Give verbal reports at each
of the meetings and formal financial reports every six months.
Lead partner. Produce a template for the audit of current provision and
methodologies used for the training of existing and prospective leaders.
Work with P3, P4 and P5 to identify strengths and areas for development.
Collate all the information and produce a report identifying best practice,
areas where practice could be shared and areas for development.
on-going from
Feb 15
Nov 14 to Feb
15
Staff costs
Cat1 - €2800 (10 days)
Cat 2 - €4280 (20 days)
Support P5 as required on the report on Entrepreneurial practice in the
Business Sector.
Nov 14 to Feb
15
Staffing from above
Lead partner. Run a 2 day workshop after the management meeting to draw
up an initial outline of training modules covering the four entrepreneurial
EC4SLT 2014-1-UK01-KA201-000002
Mar 15
Staffing from above
Travel covered by Management
Project Logo
create the
Outline Scheme
of Work for the
Training
Modules
O3 – A1
In school
professional
enquiries
areas. Develop an initial module which introduces the methodology of
professional enquiry and action research as a means of developing the
training materials.
Identify potential leaders from four schools. Run a workshop to introduce
the participants to the entrepreneurial competences, the module structures
and topics and the professional enquiry approach. Identify specific areas of
enquiry and develop an individual action plan for the professional enquiry
phase of the project.
Apr 15 – Dec
15
O3 – A2
Mid-point
evaluation and
refinements
O3 – A3
Final Evaluation
of the
Developmental
Stage
O4 – A1
Production of
the final
modules for
formal training
Organise a second workshop to review progress, and conduct an evaluation
of the work that has been undertaken. Collate the information into a
country report. Draft any revisions.
Jun 15 – Jul 15
Staffing from above
Organise a final workshop to conduct formal evaluations and identify any
further revisions needed. Summarise the outcomes in a country report.
Nov 15 - Dec
15
Staffing from above
Take the material collected through the professional enquiry phase to create Dec 15 - Jan
a final set of resources based on the real situations and the experiences of 16
the staff involved. These will be drafted in the workshop following the
management meeting in Jan 16. Develop the modules in the form of on-line
resources, including video clips.
Staff costs
Cat1 - €2800 (10 days)
Cat 2 - €8560 (40 days)
Travel covered by Management
meeting
O4 – A2
Leadership
Training
Courses
Organise formal training for 30 school leadership team members from
Primary and Secondary sectors, covering one module. Trial the training in a
one of a range of formats, an intensive course, a course spread over a term,
an on-line course or a blended learning course.
Jan 16 - May
16
Staffing from above
€5000 for training course
O4 – A3
Final Modules
Lead partner. Collect data from other partners and produce a final version of
the modules with a simple on-line training handbook
May 16 – Jun
16
Staffing from above
EC4SLT 2014-1-UK01-KA201-000002
meeting
Staff costs
Cat1 - €2800 (10 days)
Cat 2 - €18190 (85 days)
Project Logo
and Handbook
O5 – A1
Overarching
Research
Lead partner. Carry out a research study into the project from start to finish
to support the project itself, to examine impact, to look at synergy between
the world of work and educational leadership and to draw conclusions.
Produce a set of recommendations relating to policy which will contribute to
the larger scale research being carried out by EPNoSL.
Nov 14 – Jun
16
Staff costs
Cat1 - €2800 (10 days)
Cat 2 - €13268 (62 days)
O6 –A1
Quality and
Evaluation Plan
O7 – A1
Dissemination
Activities
Participate in Evaluation and contribute to the evaluation reports as part of
the evidence for Progress and Final Reports.
Sep 14 - Aug
16
Staff costs
Cat2 - €856 (4 days)
O7 – A2
Dissemination
Seminars
Events 1-5
O7 – A3
Final
Conference
Event 6 – B1
O8 – A1
Exploitation
Plan
O8 – A2
Feasibility
Study into a
Joint Masters
O8 – A3
Exploiting the
European
Organise and run a workshop in the UK to promote the resources and
highlight the opportunities for their use for 30 participants from the key
target groups.
Carry out responsibilities in the dissemination plan, keep dissemination
records, exploit networks, provide updates on dissemination at partner
meetings and materials for the website.
Promote and market the final conference, contribute to the presentations
and run a workshop which will meet the needs of the different target
groups.
Plan by end of
October 2014
ongoing
July 2016
Staff costs
Cat 1 – €1120 (4 days)
Cat2 - €2568 (12 days)
Dissemination costs partly funded
from Management Grant
Staffing from above
Seminar costs €3000
Staffing from above
Lead partner. Produce an exploitation plan covering the academic year 201617.
August 2016
Lead partner. Incorporate the outcomes into existing programmes. Produce
a report examining the potential target market, the logistics, content,
delivery and resource implications of a new EU joint Masters qualification to
incorporate and accredit the modules.
Work with partners who are members of EPNoSL to demonstrate how the
project has put into practice research and recommendations from the
EPNoSL and provide specific recommendations regarding policy in the
August 2016
Staff costs
Cat 1 – €2800 (10 days)
Cat2 - €3424 (16 days)
Staffing from above
August 2016
Staffing from above
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
Policy Network
on School
Leadership
overarching research outcomes.
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
Entrepreneurial Competences for School Leadership Teams – edEUcation role
Deliverable
O1- A1
Management
Structures
O1- A2
Website
Responsibility
Prepare and issue a draft project handbook, partnership agreements and an
action plan. Coordinate the project and monitor progress.
Lead partner. Develop the project website and social media to keep information
updated.
O1- A3
Lead partner. Manage and chair the 4 partner meetings and the bi-monthly Skype
Communication meetings.
O1- A4
Reporting
Lead partner. Provide progress and financial templates. Check, collate and
summarise the internal partner reports and produce the progress report and final
reports for the national agency. Give verbal reports at each of the meetings and
formal financial reports every six months.
O2 – A3
Attend the 2 day workshop to draw up an initial outline of training modules.
Workshop to
Develop a set of common set of tools to be used in the professional enquiry
create the
process, eg. observation sheets, self-assessment sheet, log, recording
Outline Scheme mechanisms, self-evaluation, questionnaires.
of Work for the
Training
Modules
O6 –A1
Lead partner. Draft a quality plan and develop the tools for the (internal and
Quality and
external) evaluation of the project’s progress and outcomes by participants in the
Evaluation Plan project. Analyse internal reports and recommend any corrective actions required.
Provide verbal updates on the quality assurance processes and priorities at the bimonthly meetings.
O6 –A2
Lead partner. Appoint the external evaluator and be the first point of contact for
External
communicating with the external evaluator.
Evaluation
EC4SLT 2014-1-UK01-KA201-000002
Timescale
Sept 14 - Oct 14
Sept 14 - Nov 14
ongoing from
Sept 14
on-going from
Feb 15
Staffing & Budget
from Management Grant
€6000
from Management Grant
Subcontract for Website
€3000
Travel and subsistence from
travel grant €3820
Staffing and
Skype meetings from
Management Grant
from Management Grant
€6000
Mar 15
Staff costs
Cat2 - €1712 (8 days)
Sep 14 - Aug 16
Staff costs
Cat 1 – €2240 (8 days)
Cat2 - €2568 (12 days)
Apr 15 – Aug 16
Staffing from above
Subcontract for External
Evaluator €6000
Project Logo
O7 – A1
Dissemination
Activities
O7 – A3
Final
Conference
Event 6 – B1
O8 – A1
Exploitation
Plan
Carry out responsibilities in the dissemination plan, draft the newsletters and
provide project updates on the project website and social media.
Promote and market the final conference, contribute to the presentations and
workshops.
Contribute to the exploitation plan covering the academic year 2016-17.
Plan by end of
October 2014
ongoing
July 2016
August 2016
Staff costs
Cat2 - €1284 (6 days)
Dissemination costs partly
funded from Management
Grant
Staffing from above
Staff costs
Cat2 - €856 (4 days)
Entrepreneurial Competences for School Leadership Teams – University of Jyväskylä role
Deliverable
O1- A1
Management
Structures
O1- A2
Website
O1- A3
Communication
Responsibility
Agree the Partnership Agreement, Management Handbook and detailed Action
Plan and manage responsibilities in line with them all.
Sept 14 - Oct 14
Staffing & Budget
from Management Grant
€6000
Contribute to the project website and social media to keep information updated.
Sept 14 - Nov 14
from Management Grant
Participate in 4 partner meetings and bi-monthly Skype meetings. Hosting of one
meeting.
ongoing from
Sept 14
O1- A4
Reporting
Produce interim reports on progress on the deliverables, action plan and costs in
accordance with the partner agreements. Give verbal reports at each of the
meetings and formal financial reports every six months.
Contribute to the audit of current provision and methodologies used for the
training of existing and prospective leaders.
on-going from
Feb 15
Travel and subsistence from
travel grant €3820
Staffing and
Skype meetings from
Management Grant
from Management Grant
€6000
Nov 14 to Feb
15
Staff costs
Cat1 - €1120 (4 days)
O2 – A1
Audit of
EC4SLT 2014-1-UK01-KA201-000002
Timescale
Project Logo
existing
provision for
leadership
training
O2 – A3
Workshop to
create the
Outline Scheme
of Work for the
Training
Modules
O3 – A1
In school
professional
enquiries
Identify strengths and areas for development.
Identify potential leaders from four schools. Run a workshop to introduce the
participants to the entrepreneurial competences, the module structures and
topics and the professional enquiry approach. Identify specific areas of enquiry
and develop an individual action plan for the professional enquiry phase of the
project.
Apr 15 – Dec 15
Staff costs
Cat1 - €2800 (10 days)
Cat 2 - €18190 (85 days)
O3 – A2
Mid point
evaluation and
refinements
O3 – A3
Final Evaluation
of the
Developmental
Stage
O4 – A1
Production of
the final
modules for
formal training
Organise a second workshop to review progress, and conduct an evaluation of
the work that has been undertaken. Collate the information into a country
report. Draft any revisions.
Jun 15 – Jul 15
Staffing from above
Organise a final workshop to conduct formal evaluations and identify any
revisions needed. Summarise the outcomes in a country report.
Nov 15 - Dec 15
Staffing from above
Lead Partner. Take the material collected through the professional enquiry phase Dec 15 - Jan 16
to create a final set of resources based on the real situations and the experiences
of the staff involved. Lead the workshop following the management meeting in
Jan 16. Develop the modules in the form of on-line resources, including video
clips. Produce a Finnish version.
Staff costs
Cat1 - €1680 (6 days)
Cat 2 - €8560 (40 days)
Travel covered by
Management meeting
O4 – A2
Lead Partner. Organise formal training for 30 school leadership team members
Staffing from above
Participate in a 2 day workshop after the management meeting to draw up an
initial outline of training modules covering the four entrepreneurial areas.
EC4SLT 2014-1-UK01-KA201-000002
Cat 2 - €4280 (20 days
Mar 15
Jan 16 - May 16
Staffing from above
Travel covered by
Management meeting
Project Logo
Leadership
Training
Courses
from Primary and Secondary sectors, covering one module. Trial the training in a
one of a range of formats, an intensive course, a course spread over a term, an
on-line course or a blended learning course.
O4 – A3
Final Modules
and Handbook
O6 –A1
Quality and
Evaluation Plan
O7 – A1
Dissemination
Activities
Collate the data collected from the training sessions and provide feedback to P1
so that a final version of the modules can be produced. Produce a Finnish version.
May 16 – Jun 16
Staffing from above
Participate in evaluation and contribute to the evaluation reports as part of the
evidence for Progress and Final Reports.
Sep 14 - Aug 16
Staff costs
Cat2 - €856 (4 days)
Carry out responsibilities in the dissemination plan, keep dissemination records,
exploit networks, provide updates on dissemination at partner meetings and
materials for the website.
Plan by end of
October 2014
ongoing
O7 – A2
Dissemination
Seminars
Events 1-5
O7 – A3
Final
Conference
Event 6 – B1
O8 – A1
Exploitation
Plan
O8 – A2
Feasibility
Study into a
Joint Masters
O8 – A3
Exploiting the
Organise and run a workshop in Finland to promote the resources and highlight
the opportunities for their use for 30 participants from the key target groups.
Staff costs
Cat 1 – €1120 (4 days)
Cat2 - €2568 (20 days)
Dissemination costs partly
funded from Management
Grant
Staffing from above
Seminar costs €3000
Promote and market the final conference, contribute to the presentations and
run a workshop which will meet the needs of the different target groups.
Training Course €5000
July 2016
Staffing from above
Contribute to the exploitation plan covering the academic year 2016-17.
August 2016
Incorporate the outcomes into existing programmes. Contribute to a report to be
produced by P1 examining the potential target market, the logistics, content,
delivery and resource implications of a new EU joint Masters qualification to
incorporate and accredit the modules.
Lead Partner. Work with partners 4 & 6 to demonstrate how the project has put
into practice research and recommendations from the EPNoSL and provide
August 2016
Staff costs
Cat 1 – €1120 (4 days)
Cat2 - €2140 (10 days)
Staffing from above
August 2016
Staffing from above
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
European
Policy Network
on School
Leadership
specific recommendations regarding policy in the overarching research outcomes.
Entrepreneurial Competences for School Leadership Teams – University of Primorska role
Deliverable
O1- A1
Management
Structures
O1- A2
Website
O1- A3
Communication
Responsibility
Agree the Partnership Agreement, Management Handbook and detailed Action
Plan and manage responsibilities in line with them all.
Sept 14 - Oct 14
Staffing & Budget
from Management Grant
€6000
Contribute to the project website and social media to keep information updated.
Sept 14 - Nov 14
from Management Grant
Participate in 4 partner meetings and bi-monthly Skype meetings. Hosting of one
meeting.
ongoing from
Sept 14
O1- A4
Reporting
Produce interim reports on progress on the deliverables, action plan and costs in
accordance with the partner agreements. Give verbal reports at each of the
meetings and formal financial reports every six months.
Contribute to the audit of current provision and methodologies used for the
training of existing and prospective leaders.
Identify strengths and areas for development.
on-going from
Feb 15
O2 – A1
Audit of
existing
provision for
leadership
training
O2 – A3
Participate in a 2 day workshop after the management meeting to draw up an
Workshop to
initial outline of training modules covering the four entrepreneurial areas.
create the
Outline Scheme
EC4SLT 2014-1-UK01-KA201-000002
Timescale
Travel and subsistence from
travel grant €3820
Staffing and
Skype meetings from
Management Grant
from Management Grant
€6000
Nov 14 to Feb
15
Staff costs
Cat1 - €656 (4 days)
Cat 2 - €2740 (20 days)
Mar 15
Staffing from above
Travel covered by
Management meeting
Project Logo
of Work for the
Training
Modules
O3 – A1
In school
professional
enquiries
Lead Partner. Identify potential leaders from four schools. Run a workshop to
introduce the participants to the entrepreneurial competences, the module
structures and topics and the professional enquiry approach. Identify specific
areas of enquiry and develop an individual action plan for the professional
enquiry phase of the project.
Apr 15 – Dec 15
Staff costs
Cat1 - €3280 (20 days)
Cat 2 - €11645 (85 days)
O3 – A2
Mid point
evaluation and
refinements
O3 – A3
Final Evaluation
of the
Developmental
Stage
O4 – A1
Production of
the final
modules for
formal training
Lead Partner. Organise a second workshop to review progress, and conduct an
evaluation of the work that has been undertaken. Collate the information into a
country report. Draft any revisions.
Jun 15 – Jul 15
Staffing from above
Lead Partner. Organise a final workshop to conduct formal evaluations and
identify any revisions needed. Summarise the outcomes in a country report.
Nov 15 - Dec 15
Staffing from above
Take the material collected through the professional enquiry phase to create a Dec 15 - Jan 16
final set of resources based on the real situations and the experiences of the staff
involved. Lead the workshop following the management meeting in Jan 16.
Develop the modules in the form of on-line resources, including video clips.
Produce a Slovenian version.
Staff costs
Cat1 - €984 (6 days)
Cat 2 - €5480 (40 days)
Travel covered by
Management meeting
O4 – A2
Leadership
Training
Courses
Organise formal training for 30 school leadership team members from Primary
and Secondary sectors, covering one module. Trial the training in a one of a range
of formats, an intensive course, a course spread over a term, an on-line course
and a blended learning course.
Jan 16 - May 16
Staffing from above
€4000 for training course
O4 – A3
Final Modules
and Handbook
O6 –A1
Collate the data collected from the training sessions and provide feedback to P1
so that a final version of the modules can be produced. Produce a Slovenian
version.
Participate in evaluation and contribute to the evaluation reports as part of the
May 16 – Jun 16
Staffing from above
Sep 14 - Aug 16
Staff costs
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
Quality and
Evaluation Plan
O7 – A1
Dissemination
Activities
evidence for Progress and Final Reports.
O7 – A2
Dissemination
Seminars
Events 1-5
O7 – A3
Final
Conference
Event 6 – B1
O8 – A1
Exploitation
Plan
O8 – A2
Feasibility
Study into a
Joint Masters
O8 – A3
Exploiting the
European
Policy Network
on School
Leadership
Organise and run a workshop in Slovenia to promote the resources and highlight
the opportunities for their use for 30 participants from the key target groups.
Carry out responsibilities in the dissemination plan, keep dissemination records,
exploit networks, provide updates on dissemination at partner meetings and
materials for the website.
Promote and market the final conference in Slovenia , contribute to the
presentations and run workshops which will meet the needs of the different
target groups.
Cat2 - €548 (4 days)
Plan by end of
October 2014
ongoing
July 2016
Staff costs
Cat 1 – €656 (4 days)
Cat2 - €1644 (12 days)
Dissemination costs partly
funded from Management
Grant
Staffing from above
Seminar costs €3000
Staffing from above
Contribute to the exploitation plan covering the academic year 2016-17.
August 2016
Incorporate the outcomes into existing programmes. Contribute to a report to be
produced by P1 examining the potential target market, the logistics, content,
delivery and resource implications of a new EU joint Masters qualification to
incorporate and accredit the modules.
Work with partners 3 & 6 to demonstrate how the project has put into practice
research and recommendations from the EPNoSL and provide specific
recommendations regarding policy in the overarching research outcomes.
August 2016
Staff costs
Cat 1 – €656 (4 days)
Cat2 - €1370 (10 days)
Staffing from above
August 2016
Staffing from above
EC4SLT 2014-1-UK01-KA201-000002
Project Logo
Entrepreneurial Competences for School Leadership Teams – University of Economic Studies Bucharest role
Deliverable
O1- A1
Management
Structures
O1- A2
Website
O1- A3
Communication
Responsibility
Agree the Partnership Agreement, Management Handbook and detailed Action
Plan and manage responsibilities in line with them all.
Sept 14 - Oct 14
Staffing & Budget
from Management Grant
€6000
Contribute to the project website and social media to keep information updated.
Sept 14 - Nov 14
from Management Grant
Participate in 4 partner meetings and bi-monthly Skype meetings. Hosting of one
meeting.
ongoing from
Sept 14
O1- A4
Reporting
Produce interim reports on progress on the deliverables, action plan and costs in
accordance with the partner agreements. Give verbal reports at each of the
meetings and formal financial reports every six months.
Contribute to the audit of current provision and methodologies used for the
training of existing and prospective leaders.
Identify strengths and areas for development.
on-going from
Feb 15
Nov 14 to Feb
15
Staff costs
Cat1 - €880 (10 days)
Cat 2 - €2960 (40 days)
Lead Partner. Investigate and report on successful entrepreneurial practice in the
field of business and identify common stands that can be applied to the
educational context. Explore the operational similarities and differences between
the two sectors and relate them to the four key entrepreneurial areas and
summarise the key set of skills which are common to both successful
entrepreneurs in business and schools. Prepare a report to present the results of
the investigation.
Nov 14 to Feb
15
Staffing from above
O2 – A1
Audit of
existing
provision for
leadership
training
O2 – A2
Report on
Entrepreneurial
practice
O2 – A3
Workshop to
create the
Lead partner. Run a 2 day workshop after the management meeting to draw up
an initial outline of training modules covering the four entrepreneurial areas.
Develop an initial module which introduces the methodology of professional
EC4SLT 2014-1-UK01-KA201-000002
Timescale
Mar 15
Travel and subsistence from
travel grant €3820
Staffing and
Skype meetings from
Management Grant
from Management Grant
€6000
Staffing from above
Travel covered by
Management meeting
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Outline Scheme
of Work for the
Training
Modules
O3 – A1
In school
professional
enquiries
enquiry and action research as a means of developing the training materials.
Identify potential leaders from four schools. Run a workshop to introduce the
participants to the entrepreneurial competences, the module structures and
topics and the professional enquiry approach. Identify specific areas of enquiry
and develop an individual action plan for the professional enquiry phase of the
project.
Apr 15 – Dec 15
Staff costs
Cat1 - €880 (10 days)
Cat 2 - €6290 (85 days)
O3 – A2
Mid point
evaluation and
refinements
O3 – A3
Final Evaluation
of the
Developmental
Stage
O4 – A1
Production of
the final
modules for
formal training
Organise a second workshop to review progress, and conduct an evaluation of
the work that has been undertaken. Collate the information into a country
report. Draft any revisions.
Jun 15 – Jul 15
Staffing from above
Organise a final workshop to conduct formal evaluations and identify any
revisions needed. Summarise the outcomes in a country report.
Nov 15 - Dec 15
Staffing from above
Take the material collected through the professional enquiry phase to create a Dec 15 - Jan 16
final set of resources based on the real situations and the experiences of the staff
involved. These will be drafted in the workshop following the management
meeting in Jan 16. Develop the modules in the form of on-line resources,
including video clips. Produce a Romanian version.
Staff costs
Cat1 - €528 (6 days)
Cat 2 - €2960 (40 days)
Travel covered by
Management meeting
O4 – A2
Leadership
Training
Courses
O4 – A3
Final Modules
and Handbook
O5 – A1
Organise formal training for 30 school leadership team members from Primary
and Secondary sectors, covering one module. Trial the training in a one of a range
of formats, an intensive course, a course spread over a term, an on-line course or
a blended learning course.
Collect data from other partners and produce a final version of the modules with
simple on-line training handbook. Produce a Romanian version.
Jan 16 - May 16
Staffing from above
€3000 for training course
May 16 – Jun 16
Staffing from above
Nov 14 – Jun 16
Staff costs
Provide input into P1’s research on the synergy between business and schools
EC4SLT 2014-1-UK01-KA201-000002
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Overarching
Research
O6 –A1
Quality and
Evaluation Plan
O7 – A1
Dissemination
Activities
and any recommendations on how the methodology used in schools can be
applied to business.
Participate in evaluation and contribute to the evaluation reports as part of the
evidence for Progress and Final Reports.
O7 – A2
Dissemination
Seminars
Events 1-5
O7 – A3
Final
Conference
Event 6 – B1
O8 – A1
Exploitation
Plan
O8 – A2
Feasibility
Study into a
Joint Masters
O8 – A3
Exploiting the
European
Policy Network
on School
Leadership
Organise and run a workshop in the Romania to promote the resources and
highlight the opportunities for their use for 30 participants from the key target
groups.
Carry out responsibilities in the dissemination plan, keep dissemination records,
exploit networks, provide updates on dissemination at partner meetings and
materials for the website.
Promote and market the final conference, contribute to the presentations and
run workshops which will meet the needs of the different target groups.
Cat 2 - €1110 (15 days)
Sep 14 - Aug 16
Staff costs
Cat2 - €296 (4 days)
Plan by end of
October 2014
ongoing
Staff costs
Cat 1 – €352 (4 days)
Cat2 - €888 (12 days)
Dissemination costs partly
funded from Management
Grant
Staffing from above
Seminar costs €3000
July 2016
Staffing from above
Contribute to the exploitation plan covering the academic year 2016-17.
August 2016
Incorporate the outcomes into existing programmes. Contribute to a report to be
produced by P1 examining the potential target market, the logistics, content,
delivery and resource implications of a new EU joint Masters qualification to
incorporate and accredit the modules.
Work with partners who are members of EPNoSL to demonstrate how the project
has put into practice research and recommendations from the EPNoSL and
provide specific recommendations regarding policy in the overarching research
outcomes.
August 2016
Staff costs
Cat 1 – €352 (4 days)
Cat2 - €740 (10 days)
Staffing from above
August 2016
Staffing from above
EC4SLT 2014-1-UK01-KA201-000002
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Entrepreneurial Competences for School Leadership Teams – ESHA role
Deliverable
O1- A1
Management
Structures
O1- A2
Website
O1- A3
Communication
Responsibility
Agree the Partnership Agreement, Management Handbook and detailed Action
Plan and manage responsibilities in line with them all.
Sept 14 - Oct 14
Staffing & Budget
from Management Grant
€6000
Contribute to the project website and social media to keep information updated.
Sept 14 - Nov 14
from Management Grant
Participate in 3 partner meetings and where relevant the bi-monthly Skype
meetings.
ongoing from
Sept 14
O1- A4
Reporting
Produce interim reports on progress on the deliverables, action plan and costs in
accordance with the partner agreements. Give verbal reports at each of the
meetings and formal financial reports every six months.
Participate in evaluation and contribute to the evaluation reports as part of the
evidence for Progress and Final Reports.
on-going from
Feb 15
O6 –A1
Quality and
Evaluation Plan
O7 – A1
Dissemination
Activities
Timescale
Travel and subsistence from
travel grant €3450
Staffing and
Skype meetings from
Management Grant
from Management Grant
€6000
Sep 14 - Aug 16
Staff costs
Cat2 - €964 (4 days)
Lead partner. Lead on dissemination and prepare and manage the overall plan
and the design of the promotional materials. Collate and maintain a central
record of dissemination activities. Provide regular updates on dissemination in
the bi-monthly meetings.
Plan by end of
October 2014
ongoing
O7 – A2
Dissemination
Seminars
Events 1-5
Lead partner. Plan a common agenda for the workshops and a set of workshop
resources for use in the seminars. Organise and run a workshop in in one of
ESHA’s regional conferences to promote the resources and highlight the
opportunities for their use for 30 participants from the key target groups.
Jan 16 – Jun 16
Staff costs
Cat 1 – €2352 (8 days)
Cat2 - €2892 (12 days)
Cat4 - €2198 (14 days)
Dissemination costs partly
funded from Management
Grant
Staffing from above
Seminar costs €3000
O7 – A3
Final
Lead partner. Organise and run the final international conference, contribute to
the presentations and run workshops which will meet the needs of the different
July 2016
EC4SLT 2014-1-UK01-KA201-000002
Staffing from above
Conference costs €15000
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Conference
Event 6 – B1
O8 – A1
Exploitation
Plan
O8 – A3
Exploiting the
European
Policy Network
on School
Leadership
target groups.
Keynote Speaker costs €1500
Contribute to the exploitation plan covering the academic year 2016-17. Use the
biennial conference in October 16 to run a workshop and also exploit meetings
with EU policy makers to promote the outcomes.
Work with partners 3 & 4 to demonstrate how the project has put into practice
research and recommendations from the EPNoSL and provide specific
recommendations regarding policy in the overarching research outcomes.
EC4SLT 2014-1-UK01-KA201-000002
August 2016
August 2016
Staff costs
Cat 1 – €588 (2 days)
Cat2 - €1446 (6 days)
Staffing from above
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3. Partnership
Ownership
The EC4SLT consortium will work together as a co-operative:


the organisations are joint owners of the output of the project; during the lifetime of the
project, they share the responsibility for the quality of the project’s progress and products,
as well as for the financial management.
decisions about ownership and responsibilities after the lifetime of the project will be
discussed in as part of the Exploitation Plan
Partner responsibilities
Each partner has national responsibility for:





The management of all project activities in his/her country;
Dissemination of the project’s activities and products to all stakeholders and target groups in
his/her country;
Communication with national stakeholders and target groups to ensure that the project’s output
will meet their needs;
Continuous quality control of the project’s products, to ensure that products can be used by, and
meet the needs of users in his/her country;
Implementation and exploitation of the project’s output in his/her country
Partners will be represented at the Management meetings and be responsible for following the
administrative procedures, meeting deadlines, and managing budgets.
Where a partner is a lead in an Activity, they will have the responsibility for ensuring the deadlines
are met and other partners carry out their tasks in a professional manner and to a high standard.
Partners also have the responsibility to ensure that they communicate clearly, use the project
management website and follow reporting procedures. They have responsibility to abide by the
Partnership agreements.
The coordinator may require a return of funding, to re-deploy to another partner, if a partner has
not carried out their responsibilities to the required standard as follows:




missing deadlines by over one month despite at least two reminders, without a reasonable
justification
failure to respond to requests to revise a piece of work due to poor quality (quality
standards to be assessed by other partners)
failure to participate in or produce a representative for on-line and/or physical meetings on
more than two occasions
failure to report as required after several reminders
EC4SLT 2014-1-UK01-KA201-000002
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4. Financial Management (to be completed)
Payments
The initial pre-financing payment of XXX% of the agreed budget for the project is paid to the
coordinator following the finalisation of the contracts. The final XXX% is payable subject to the
approval of the final report.
All payments from the British Council will be made in Euro. Conversion to other currencies will be
subject to the official monthly accounting rates published on the website
http://ec.europa.eu/budget/contracts_grants/info_contracts/inforeuro/inforeuro_en.cfm
The coordinator will make payments to the partners as outlined in the partnership agreement and
the appendices.
Budget
Each partner is responsible for proper financial management of his/her budget.
Partners will….



keep appropriate records of all expenditure using the agreed forms
inform the co-ordinator of any modification of their individual budget;
forward all necessary financial documents to the co-ordinator, for the financial reports
(progress and final) and in case of audit/checks.
Staff costs (to be confirmed)
Eligible payroll costs are defined as “the direct cost of staff assigned to the action, comprising
actual salaries plus social security charges and other statutory costs included in the remuneration,
provided that this does not exceed the average rates corresponding to the beneficiary’s usual
policy on remuneration.”
Partners will record staff costs through the use of standardised timesheets and follow the EU
guidance to:





Arrange for timesheets to be filled directly by those who perform the work.
Have them sign their timesheets to acknowledge their responsibility for their input.
Require project staff to submit their timesheets no later than one or two days after
the end of the timesheet period, which will be monthly.
Monitor deadlines.
Have timesheets reviewed and approved by direct superiors.
EC4SLT 2014-1-UK01-KA201-000002
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Partners will also ensure they keep the following evidence for any audit:



Correctly drafted employment contracts
Payroll sheets showing that gross and net pay tally for individual staff and for the
entity as a whole
Returns submitted to national authorities concerning social security and income
taxes, reconciled with the payroll, and proof of payment to the authorities.
Travel and Subsistence (to be confirmed)
Partners will use a standardised Travel Expense form and ensure that the following documents are
kept:


Travel: original airline tickets or travel agent invoices and boarding passes, bus/train
tickets and taxi receipts.
Subsistence: details of the per diems claimed (including dates and purposes of visits
made) or evidence as required by the partner’s own organisation’s procedures.
Other budget categories
Partners will ensure that they keep the following documentation for audit purposes:
to be completed
5. Decision Making & Conflict Resolution
Decision Making
The consortium will try to make decisions by consensus. When this is not possible, decisions will be
made by voting. When decisions are made by voting, each partner (organisation) will have 1 vote.
Decisions are made by majority votes. In case of a tie (3-3), the project leader, P1, has the casting
vote.
When decisions are made by e-mail, not responding for 1 month after a (reasonable) deadline, will
be interpreted as agreement with the proposal.
Conflict Resolution
All partners should use reasonable strategies to prevent risks and conflicts.
When problems are envisaged, re. timing or budget: the responsible partner(s) will notify the coordinator and the other partners at the earliest possible date.
When problems arise: all partners will contribute to finding reasonable solutions.
In case of a conflict between 2 or more partners, the co-ordinator will moderate.
EC4SLT 2014-1-UK01-KA201-000002
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In case of a conflict between partner(s) and the co-ordinator, we will request the assistance of the
external evaluator to moderate.
EC4SLT 2014-1-UK01-KA201-000002