Navegation

1 Introduction
2 EU-funding Programs and Projects
3 Overview
4 Governance and Project Organisation
5 Initiating Phase – Activities and Artefacts
6 Planning Phase – Activities and Artefacts

6.2 Preparing Stage
7 Executing Phase – Activities and Artefacts
8 Closing Phase – Activities and Artefacts
Post-closing obligations
9 Monitoring and Control – Activities and Artefacts
Appendixes

3.2.2.2 Preparing Stage

The Preparing Stage starts after the positive financial decision by the Contracting Authority (CA). In case the project proposal is not financed by the Contracting Authority (CA), the project moves to the closing phase (see Closing Phase – Activities and Artefacts)

Based on the Project Application Form, during the Preparing stage, the Project Work Plan is elaborated deepening the project scope, the estimated resources, and the project schedule including start – end dates of all activities, together with the Project Handbook including the project management approach and the governance model.

Fig. 4.5.- Overview of the Preparing Stage

The following activities are part of the Preparing stage:

Running the Preparing Kick-off Meeting to officially start the Preparing stage.
Creating the Project Handbook, which defines the project’s management approach.
Developing the Project Work Plan (Work Breakdown, Effort and Costs, Schedule).
Updating the Project Stakeholder Matrix, which identifies all project stakeholders.
Creating other important plans such as the Communication and Dissemination Plan, Risk Management Plan, Outsourcing Plan etc.

The EU Project Manager (EUPM) uses the outputs of the Planning Phase to request approval to move on to the Executing Phase. This decision to move on is taken by the Project Steering Committee (PSC).

The activities and artefacts of the Planning Phase are explained in Planning Phase – Activities and Artefacts.

3.2.2.1 Designing Stage

3.2.3 Executing Phase