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Dialogos+ Project Presentation

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  • 1. DIALOGO.S+ EVALUATION OF INTERNATIONAL EXPERIENCE ON SOCIAL DIALOGUE IN RESPECT WITH CHANGES ENSUING THE NEW ECONOMY IN THE BANKING SECTOR AND TRANSFER OF BEST PRACTICES TO NEW MEMBER COUNTRIES. DETAILED WORK PROGRAMME EUROPEAN COMMISSION Employment, Social Affairs and Equal Opportunities DG Adaptability, social dialogue and social rights Social dialogue - Industrial relations - Adaptation to change BUDGET HEADING 04.03.03.01 VP/2007/001/894
  • 2. Applicant organisation GREEK FEDERATION OF BANK EMPLOYEE UNIONS ( OTOE ) Country : EL - Elláda
  • 3. Partner : 2 Cyprus Union of Bank Employees (ETYK ) Country : CY
  • 4. Partner : 3 Federazione Autonoma Bancari Italiani (FABI) Country : IT - Italia
  • 5. Partner : 4 Vocational Training Center Diastasi Non Profit Organisation Country : EL - Elláda
  • 6. Partner : 5 Federacion de Servicios de UGT (FeS-UGT) Country : ES - España
  • 7. Partner : 6 Malta Union of Bank Employees ( MUBE ) Country : MT - Malta
  • 8. Partner : 7 Sindicato Dos Bancarios do Centro Country : PT - Portugal
  • 9. Partner : 8 Trade Union of the Bank Employees and Workers in UBB AD Country : BG - Balgarija
  • 10. Partner : 9 Name of the Organisation : Finance Sector Union of Denmark Country : DK – Danmark
  • 11. Partner : 10 Federatia Sindicatelor din Asigurari si Banci RO - România
  • 12. Partner : 11 Federation of Greek Industries (SEV) Country : EL - Elláda
  • 13. Partner : 12 Brunel University UK Country : United Kingdom
  • 14. The transnational dimension of the project is ensured by involving union organisations from 5 "old" members ( Denmark, Portugal, Spain, Italy and Greece ) 2 members from the 2nd recent enlargement (2004) ( Cyprus, Malta ) which have cooperated in DIALOGO.S project and will communicate their experience to 2 recent member ( Bulgaria, Romania ) partners. Beyond the 9 employees union organization, the consortium includes one University (Brunel) with expertise on the forecasting method to be implemented, a Vocational Training Center experienced in producing multinational training programs and the Federation of Greek industries as representative of the employer's organizations.
  • 15. Person responsible for the project SURNAME : LAKKAS Forename : Aristotelis
  • 16. Type of activity : Social Dialog Duration of activities Start : 01/12/2007 End : 30/11/2008
  • 17.  
  • 18.
    • Short summary of the project and expected results :
    • To promote the role of social dialogue in the banking sector, strengthen the link between old and new members and make European social dialogue, a force for innovation and change , DIALOGO.S+ builds on the successful implementation of a previous project DIALOGO.S by using new tools (forecasting & roadmaps), in a sector who changes dramatically everyday and is highly affected by the new economy and the information technologies .
    • To achieve its goals the following actions will be implemented:
    • -A methodology that views road mapping as a knowledge creation process. This involves the key phases of foresight analysis (identification of prevalent visions) and gap analysis to developing a roadmap for technology-enhanced professional training. The model of the road mapping process as a knowledge creation exercise is developed by Brunnel University and will be applied to mine knowledge and expectations from employees in 9 countries.
    • -The training program to be developed from the input of employees and best practices identified will be presented through workshops in union members of participant countries (Romania, Bulgaria, Cyprus, Denmark, Malta, Portugal, Spain, Italy and Greece) to coach their unions on best practices for social dialogue.
    • -The organization of a "European Social Dialogue in the banking sector Conference" to promote European social dialogue, as a force for innovation through change;
    • - Policy briefs to be presented on European initiatives to enhance the quality of European legislation and ensure it suits the needs of all actors involved, new members with limited experience and equal opportunities in principle .
  • 19.
    • For the effective implementation of the project a joint secretariat will be formed.
    • This Secretariat will report directly to the project manager and will be in charge mainly of:
    • - Managing the delivery and the follow-up of administrative and financial documents, and thus reduce the delays during the project and respect the deadlines fixed,
    • - Being a permanent contact point for the Co-ordinator and all the partners regarding their participation in the project, responding to any relevant requests and maintaining a high level of communication within the consortium,
    • - Easing the co-ordinator of administrative tasks and notifying the consortium of due dates,
    • Preparing and animating the official meetings.
    • The communication strategy aims at keeping all the partners fully informed about the project status, the planning and all other issues, which are important to the partners in order to obtain maximum t ransparency and increase the synergy.
    • Interactive management meeting and technical meetings take an important role in the communication strategy. All information (like minutes of meeting, task reports, relevant publications) will be communicated to the Project manager, who will also be responsible for channeling this information to all partners.
    • Working language will be English and all deliverables will be written in English and sent to all the partners including the Commission.
    • To ensure an efficient management, the consortium will use an interactive web site developed by the applicant dedicated to the coordination of European projects.
    • The European Commission's representatives will be able to access on-line the official documents through this web site and will be thus able to follow more easily the project Progress .
  • 20. MAIN OBJECTIVES
      • Identify trend and changes to come in the sector from the employers and the employee’s point of view.
      • Roadmap industrial relations practices from the banking sector of 9 countries
      • Promote knowledge from the above through training material
      • Train participants (opinion leaders) through workshops
      • Develop enduring communication and social dialogue tools which will facilitate the participation of underrepresented groups
  • 21.
    • Dissemination is a very important part of the project, as it will strengthen the role of the unions in the social dialogue processes. The project partners acknowledge that it is crucial to inform as many unions and companies as possible about effective methods of collective bargaining given that this is a big step towards making Europe a successful knowledge-based economy respecting its citizens in the forthcoming years.
    • Dissemination of results is sought to commence at the very early stages of the project seeking to make use of the early deliverables (reports, roadmap, best practices etc.). The objective is exposition to a wide audience of policy-making authorities and the best utilization of the project’s contents. Existing mechanisms will be exploited like union’s newsletters, press releases and scientific publications on social affairs. Also new mechanisms will be used like a web page to be created specifically for the project with its own newsletter and intranet.
    • The dissemination strategy for the project will serve the following objectives:
    • Wide publicizing of information through the internet so that it is available to all interested parties
    • Publication of leaflets, best practice guidelines and studies that will make more unions to believe in their effectiveness and hence to turn to for help
    • Preparation of an information campaign, with articles and interviews in public administration
    • Transfer of the project results to other sectors
    • Workshops on the successful application of the developed tools
    • Conclusion Public conference
    DISSEMINATION OF THE PROJECT OUTPUTS AND RESULTS
  • 22.
    • The dissemination strategy will help in:
    • Informing unions on more efficient approaches to collective bargaining,
    • Raising awareness of their strengths and weakness by accessing the empirical results of the project,
    • Engaging them in using the new methods in the short term,
    • Increasing the belief of EU companies that protections of the European vested interests play indeed a meaningful role in deliver stronger, lasting growth,
    • Creating multiplicative effects by informing about the results of the project those involved with policy making issues in the field.
    • Raising public awareness .
    DISSEMINATION OF THE PROJECT OUTPUTS AND RESULTS
  • 23. MONITORING AND EVALUATION OF ACTIVITIES The Project Coordinator shall assume overall responsibility for liaison between the Parties and the Commission concerning the Project, and for the administration issues of the implementation. The project builds upon the developed infrastructure, know-how, results and reputation gained through activities of all its members-partners. A scientific team will be formed consisting of experts on the subject and will act as a consultant on project meetings .
  • 24. Work description Task 1 Initiation workshop Objectives Raise awareness between partners for the objectives and the scope of the project Work Present tasks and timetable and commit them in the implementation Deliverable Forecasting methodology adapted to the banking sector
  • 25. Objectives Grasp Bank employee’s opinion and expectations from changes to come in their sector. Identify best practices in addressing these changes Work Develop the web application for the completion of the forecasting survey on line from Bank employees in each country Inform bank employees in participants countries about the survey and ask for input Collect and analyse data from the survey from all participant countries. The aim of the roadmap to be created is to map out the expected and desired future for Bank employees in the form of prevalent visions in the community at large. The roadmap will assess the maturity of current status, identify current and emerging trends and capture desired future states, and perform a gap analysis of what is expected and how the change can be smooth. A roadmap is a tool for collaborative strategic planning, that enable us to make strategies and take actions towards the desired future, with special emphasis on anticipating changes in Technologies and new business opportunities. It is a time based plan that defines were we are, where we want to go and how to get there. Deliverable Plan of employees expectations from changes to come and identification of roadmap for the future of Social dialogue Task 2 Design, Implementation and Analysis of the forecasting exercise
  • 26. Task 3 Training Package Development
    • Objectives A comprehensive and user-friendly training program will be developed where the information resources obtained from implementation of the data gathering process will be transformed into a strategic tool. Work Produce a training program for the Officials of the banking sector trade unions. Input will be taken from the roadmap plan of the previous action to prepare a 15 hour course on:
    • Trends in Industrial relations
    • Evolution of common policies
    • Forecasting methodologies
    • Change management
    • Leadership . Deliverable Training program
  • 27.
    • Objectives This is a value adding part of the project including the organisation of tailored workshops aiming at:
    • To raise awareness on expected changes and ways to absorb them smoothly
    • Improve expertise in the field of Industrial relations. Work During the general assembly of the partners in Bulgaria in July 2008 the training program will be presented to all partners officials.
    • Then each partner will translate it in its own country language and present it to members of its union Deliverable 9 workshops and the evaluation of their impact
    Task 4 Workshops on Future Developments of the European Financial System and its Implications on Bank Employees
  • 28. Task 5 Role playing Objectives Intrigue social partners on the way of thinking of the other party. Improve dialogue skills of social partners Work Organise round table discussions between social partners in an underrepresented subject like ‘Female employees in Hierarchy”. During the exercise employee union members will act as the employers and vice - versa. Deliverable Minutes of the discussions and conclusions
  • 29. Task 6 Simulation of Social Dialogue through videoconference Objectives Use of information society technologies to facilitate social dialogue process. Assist exchange of best practices, know how and experiences in general Enhance communication capabilities in the European Union context Work Organise round table discussions between social partners in an underrepresented subject like ‘Female employees in Hierarchy”. During the exercise employee union members will act as the employers and vice - versa. Deliverable DVD with the process
  • 30. Task 7 Evaluation and Policy brief - Closing conference in Cyprus Objectives Conclude the project Evaluate its impact Design follow up actions Disseminate good practices Increase visibility and multiplication effects for the project Work Organise an international public conference with all partners Deliverable Conference proceedings Evaluation report Policy brief concerning the project
  • 31. TIMETABLE
  • 32. Flow Chart TASK 1 Initiation workshop in Greece TASK 2 Design, Implementation and Analysis of the forecasting exercise Design Implementation Analysis TASK 3 Training Package Development
  • 33. TASK 5 Role playing TASK 6 Simulation of Social Dialogue through videoconference TASK 7 Closing conference in Cyprus TASK 4 Workshops on Future Developments of the European Financial System and its Implications on Bank Employees interests Main Meeting - Bulgaria Social Partners Workshops
  • 34. DIALOGO.S+ EVALUATION OF INTERNATIONAL EXPERIENCE ON SOCIAL DIALOGUE IN RESPECT WITH CHANGES ENSUING THE NEW ECONOMY IN THE BANKING SECTOR AND TRANSFER OF BEST PRACTICES TO NEW MEMBER COUNTRIES. DETAILED WORK PROGRAMME EUROPEAN COMMISSION Employment, Social Affairs and Equal Opportunities DG Adaptability, social dialogue and social rights Social dialogue - Industrial relations - Adaptation to change BUDGET HEADING 04.03.03.01 VP/2007/001/894