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Business Case M&E Template (expanded from the UKRI Template) – base it on lesson’s learned from AIMP Bid.

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Business Case M&E Template (expanded from the UKRI Template) – base it on lesson’s learned from AIMP Bid.

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An Introduction to NERC Evaluation Principles training

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An Introduction to NERC Evaluation Principles training

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1-2 hrs, based on level of detail in Magenta book intro video
Set up dates for test training case x4 R&S, 2-4X from other areas

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Checklist for specific processes

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SPF Leads

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SPG
UKRI Central Business Case team?

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Introduce throughout SPF monthly meetings -upload onto best practice site 

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Introduce throughout SPF monthly meetings -upload onto best practice site 

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How to use the template section within the template

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How to use the template section within the template

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- Key headings

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PEN + overlapping groups
Best Practice Evaluation Forum
UKRI Central Evaluation Team
Benefits Realisation SIG
Research & Skills Directorate
Major Projects
Technopolis
SPF Leads

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Principles and process
Facilitate discussion to share challenges and successes around specific examples e.g. managing conflict, engaging with govt., steering committee membership

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UKRI Project Profession Hub Stakeholder Engagement and Facilitation SIG - Richard Joy

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Jo Barton - NERC risk specialist
UKRI Project Profession Hub Risk SIG - Emma McDanielson
NERC SPF leads

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Risk/ issues register
How to use the template

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People to consult with/ audience to reach

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training activity

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A ‘Light Touch’ Evaluation M&E Plan Template

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A ‘Light Touch’ Evaluation M&E Plan Template

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A NERC evaluation glossary that provides a simple reference for evaluation, monitoring, impacts and outcome terminology; and

Tom has changed some of the terminology from the Magenta Book to the NERC Evaluation Policy
eg. impact evaluation - output evaluation

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needs some conceptual thinking

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Evaluation Report template for mid-term and final review 

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Evaluation Report template for mid-term and final review 

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lessons learnt log that matches up to the Evaluation Policy
eg. when writing business cases, a log of what people have considered as previous lessons learnt, what has gone well/not well from previous programmes, a way to encapsulate that information and how it feeds into the decisions made, evidence trail of what has been considered before making these decisions

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the policy is this is what you need to do
the guidance will be about intro text what evaluation is about plus terminology

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look at Tom's paper - build raw definitions of main roles
Role and responsibilities doc

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Evaluation Questions?
nowhere in the template that breaks down the milestones and timelines of the project - BEIS comments
Examples of best practice for evaluation
work with Tom on this.

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Engagement matrix
Stakeholder engagement plan

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- Minutes
- Agenda formatting
- Action tracker
- Decision log
- Draft emails : recruiting PB members, appointment letter
- ToRs - link to governance work
- Resource Planner
- Programme management Update
- RASCI

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Principles and definitions for risk management
Checklist

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PLANNING: Funding objectives - Scoping activity - Development of Idea - Business Case - AO - Peer Review - Sift process - Interviews - Grant awarding process
DELIVERY: Commencement of projects - Monitoring - Reporting - Secretariat - Evaluation - Benefit Realisation

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best practice templates/examples

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where is our input required?