Planning work packages, milestones and deliverables for your EU funding proposal

For writing a convincing EU proposal in response to an EU Call for Proposals, a well-thought-out project planning is a prerequisite. In this article, get important insights how to plan your work packages, milestones and deliverables proficiently so that you meet the EU evaluators’ expectations.

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EU project proposal planning in line with EU expectations

When planning the work packages, milestones and deliverables for an EU project proposal, it’s essential to have a clear structure and planning of your project in place before starting to write your proposal. When you are developing your project plan, you already need to pay attention to the European Commission’s expectations for an EU project such as in particular the added value of your project, its impact, and a smooth and efficient implementation. This article addresses how to approach your project planning accordingly.

How to address work packages, milestones and deliverables in your EU funding proposal

Work Packages

Work Packages break down the project into manageable tasks and targets. Each work package represents a key activity area that will contribute to the overall objectives of your project.

To start, define your project’s components. Identify the major activities of your project, which are necessary to reach the intended impact, value and usefulness for your project’s determined beneficiaries. Then allocate these to distinct work packages.

Firstly, you will most probably have a separate work package on project management, including for coordination and administration tasks as well as the periodic reporting of the project for the European Commission.

Moreover, you will need work packages for the technical work of your project, i.e. activities which are necessary to achieve the project’s specific goals. Examples are a work package on citizen engagement activities, or on training and capacity building (within a CERV proposal), or a work package on the development of a prototype (in Horizon Europe or the LIFE Programme).

It will also be beneficial to assign a dedicated work package for communication and dissemination in your proposal. The EU usually explicitly requires a dissemination and communication strategy as part of project proposals, especially for programmes like Horizon Europe, LIFE and CERV. The European Commission assigns significant importance to the dissemination and exploitation of project results to maximise the project’s impact in order to ensure the uptake of the results by relevant stakeholders to enhance the projects’ sustainability.

Some further tips how to proceed when you are planning your work packages:

 

  • Ensure that each work package directly contributes to achieving the project’s overall objectives. Each work package should have a clear purpose and be directly connected to one or more project goals.

 

  • Assign responsibilities clearly to ensure the successful completion of tasks within each work package. Each work package needs to have a designated leader, i.e. either a project manager or a department. The responsibilities for the individual work packages should be allocated to partners with the most relevant expertise to allocate appropriate workloads and ensure resource optimisation.

 

  • Clear timelines are important: Define when each work package starts and finishes and ensure that the work packages are scheduled logically, keeping inter-dependencies in mind. It is recommendable to use a Gantt Chart for the timeline, or a Pert Chart to also illustrate the relationships and dependencies between tasks.

 

  • In the application form’s section on Risk Management, identify potential risks during the implementation of each work package, such as possible delays or obstacles. Describe suitable risk management strategies for each work package, outlining how to mitigate these risks.

 

  • For each work package, you will need a minimum of one milestone and one deliverable, in practice usually more. The number of milestones and deliverables needs to be adjusted to the complexity of a project. Especially in larger projects a higher number of milestones and deliverables can be expected.

 

Finally, make sure that the work package align with the project’s overall goals and that they contribute to the expected impact and those EU priorities that are relevant to the Call for Proposal you are applying for. Therefore, the work packages should include activities that generate innovative solutions, recommendations, societal benefits etc. – in line with the Call’s requirements.

Milestones

Milestones are critical checkpoints in the project timeline. They mark the completion of key project phases or activities and are a means to control if the project is advancing as planned. When defining your milestones, follow the SMART principle, i.e. milestones should be Specific, Measurable, Achievable, Relevant and Time-bound:

  • It is important to set realistic, achievable milestones as they are a contractual part of your grant agreement (as it is also the case for work packages and deliverables) and will be checked during project implementation. The progress made in achieving milestones – and deliverables (see below) – needs to be inserted in the continuous reporting module during grant management.

  • Milestones are integral parts of work packages and the responsibility for their completion has to be assigned to specific project partners.

  • Each milestone should correspond to the completion of a significant task or group of tasks. Milestones often align with decision points when important decisions must be made.

  • Examples for milestones are the approval of a strategy document, the completion of a needs assessment report or the finalisation of training materials.
 
For each milestone, a means of verification has to be provided as evidence to confirm that the milestone has been achieved as planned. Means of verification can include documents, reports, test results records or attendance lists for organised events.  

Deliverables

Deliverables are concrete outputs or products generated within the project. They should directly contribute to the project’s objectives and expected impacts:

  • In your proposal, describe each deliverable, outlining what it is, how it will be produced and its importance to the project.

  • Assign the responsibility for a deliverable to specific project partners and set realistic deadlines. The deadlines for each deliverable are linked to the relevant work packages and milestones.

  • Tailor the deliverables to the specific purposes of the related work package and targeted audiences. If your deliverables are associated to businesses or NGOs, deliverables could be technical reports, or trainings that provide specific insights and skills. If your activities are policy-related, deliverables could be thematically related, evidence-based policy papers or case studies which provide recommendations. In case of activities dealing with end-users, deliverables should be practical and accessible, for example user guides, apps or other interactive tools.

    Within these deliverables, adjust the used language appropriately, i.e. you could include technical terms for experts, an advisory style for policymakers, and a clear and inspiring style for end-users.
 
EU funded projects are expected to have a broad outreach in order to impact as many people as possible. Therefore, you will as well need to develop a plan for the dissemination of deliverables (e.g., reports, campaign materials, tools) to stakeholders, the public or decision-makers.

Integration of Work Packages, Milestones and Deliverables

Let’s summarise and break down the different components and their purposes in a project: Work packages are the main overall components of the project, fulfilling the project’s objectives. Milestones act as markers for progress, for example at the completion of a work package or after an important deliverable is produced. Associated means of verification (e.g. attendance sheets, photos, feedback forms, presentation materials, etc.) provide the necessary supporting evidence to demonstrate that the milestone has been reached. Deliverables are concrete project outputs.

As a concrete example, for a work package on “Needs Assessment for Vocational Training in Mechanics” we could have:

  • Milestone: Data collection completed and preliminary findings identified
  • Means of verification: Stakeholder consultation records, completed surveys/questionnaires
  • Deliverable: Needs assessment report including key findings and recommendations for vocational training programmes in mechanics

Ensuring Impact and Coherence of Work Packages, Milestones and Deliverables

In order to develop a compelling EU funding proposal, it is crucial to ensure coherence between your work packages, milestones and deliverables. Each of them should clearly demonstrate that the project will deliver measurable impact in line with the objectives of the Call for Proposal and the related EU programme.

A clear work plan with well-structured work packages, achievable milestones and concrete deliverables will make your proposal better and more competitive.

Wishing you lots of success with your project proposal!

Would you like to dig a bit deeper into EU application know-how? Get the new Quick Guide “Impact, Outcome & Co: Your Compact Guide to Avoiding Mixing Up the 10 Fundamental EU Funding Terminologies and Addressing Them Correctly In Your Proposal”.

In case you have any further questions, please don’t hesitate to get in touch via this link.

Astrid Mechel - EU Funding Consulting

Author: Astrid Mechel

https://eufundingconsulting.eu

Hello, I am Astrid Mechel and I work (for the most part) with small and medium sized organisations who aim to access EU funding. It is my goal to help discovering suitable EU project funding possibilities and to provide support to submit a high-quality grant application. My main thematic focus is on grants for research and innovation, environmental sustainability as well as on social inclusion and participation.

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