This paper is about the project management for engineering educators in state, colleges and universities. Engineering educators must be able to craft a reasonable and feasible project proposal that can be a source of additional income for engineers working in the academe, especially those who are in the Philippines. This is also a good instrument to be used by engineering students in preparing for their final year projects and thesis.

1. R&D Project Proposal &
Project Management for
Engineering Educators
Mariciel Marcial-Teogangco
Technology Cluster Head and Dean of College of Engineering
University of Perpetual Help System DALTA Molino Campus
Webinar No.6
August 31, 2023 @ 1:00 – 4:00 pm

2. Webinar Topic Coverage
R&D Project Proposal & Project Management for Engineering Educators

3. Topic Coverage
Introduction to R&D
What is R&D?
Importance of R&D to Engineering
Educators?
Program VS Project
R&D Project Life Cycle
R&D Project Proposal
Preparation of R&D Capsule Proposal
Identification of Needed Resources
Creation of Work Plan
Submission for Funding
R&D Implementation
Monitoring
Controlling
Reporting
Transfer of Technology

4. Topic Coverage
Introduction to R&D
What is R&D?
Importance of R&D to Engineering
Educators?
Program VS Project
R&D Project Life Cycle
R&D Project Proposal
Preparation of R&D Capsule Proposal
Identification of Needed Resources
Creation of Work Plan
Submission for Funding
R&D Implementation
Monitoring
Controlling
Reporting
Transfer of Technology

5. 1. Introduction to R&D
R&D Project Proposal & Project Management for Engineering Educators

6. Research and Development Project
• Through research, engineers can
experiment and discover more effective
ways to improve product or process.
• R&D activity includes basic research,
applied research and experimental
development.
• The concept of research and development
is widely linked to innovation.

7. Importance of R&D for Engineering Educators
 Focal function as Educator
 Accreditation
 Promotion
 Pillar of product development,
system improvement and
business start-ups

8. Program VS Project
 Long term undertaking (10 years)
 Consist of several inter-connected
and multidisciplinary projects
 Results usually measured in terms
on the impact of the program
 Short term undertaking (1-2 years)
 Consist of several objectives
 Results are measured in terms of
outputs of the project

9. R&D Project Life Cycle
Bialy, W., & Zarnovsky, J. (2017). Acquiring EU Funds for the Development of Research Potential of Enterprises as a Method for
Developing Smart Specialisations. Acta Technologica Agriculturae, 46-51.

10. R&D Project Life Cycle
Adams, J. R. (1978). Organizational life cycle implications for major projects. Project Management Quarterly, 9(4), 32–39

11. Topic Coverage
Introduction to R&D
What is R&D?
Importance of R&D to Engineering
Educators?
Program VS Project
R&D Project Life Cycle
R&D Project Proposal
Preparation of R&D Proposal
Identification of Needed Resources
Creation of Project Work Plan
Submission for Funding
R&D Implementation
Monitoring
Controlling
Reporting
Transfer of Technology

12. 2. R&D Project Proposal
R&D Project Proposal & Project Management for Engineering Educators

13. Preparation of R&D Proposal
A. Project Profile
B. Project Site and Priority Area
C. Project Executive Summary
D. Introduction
E. Review of Literature
F. Methodology
G. Expected Outputs (6Ps)
H. Potential Outcomes and Impacts (2Is)
I. Gender and Development Score (GAD)
J. Otherssss…

14. Preparation of R&D Proposal
A.PROJECT PROFILE
 TITLE - the identification of the projects
 PROJECT LEADER - refers to the person who plans, organizes and
supervises the overall activities of a project
 PROJECT DURATION - refers to the grant period or timeframe
that covers the approved start and completion dates of the
project, and the number of months the project will be
implemented
 IMPLEMENTING/COOPERING AGENCY - the primary organization
involved in the execution of a project which can be a public or
private entity

15. Preparation of R&D Proposal
B. PROJECT SITE AND PRIORITY AREA
 SITE - location/s where the project will be conducted. Indicate
the barangay, municipality, district, province, region, and
country
 RESEARCH - indicates whether the project is basic or applied
 SUSTAINABLE DEVELOPMENT GOAL (SDG) ADDRESSED - 17 SDGs
adopted by the United Nations Members States are addressed by
the project

16. Preparation of R&D Proposal
B. PROJECT SITE AND PRIORITY AREA
 R&D PRIORITY AREA AND PROGRAM – based on Harmonized
National R&D Agenda (HNRDA) for 2022-2028
Agriculture, Aquatic and Natural Resources
Health
Industry, Energy and Emerging Technology
Disaster Risk Reduction and Climate Change Adaptation
Basic Research
Other Sector

17. Preparation of R&D Proposal
C. EXECUTIVE SUMMARY
Brief overview of the project, include discussions on the
 Objectives
 Significance of the Study
 Methodology
 Expected Outputs

18. Preparation of R&D Proposal
D. INTRODUCTION
refers to a simple explanation or depiction of the project that can
be includes the following:
 Rationale - brief analysis of the problems identified
 Scientific Basis - other scientific findings, conclusions or
assumptions used as justification for the research
 Theoretical Framework - structure that summarizes concepts and
theories that serve as basis for the data analysis and interpretation
of the research data
 Objectives - statements of the general and specific purposes to
address the problem areas of the project

19. Preparation of R&D Proposal
E. REVIEW OF LITERATURE
Related researches that have been
conducted
Current technologies from which the
project will take off
Scientific/technical merit

20. Preparation of R&D Proposal
F. METHODOLOGY
 Parameters to be measured and
evaluated or analyzed
 Experimental procedures and design
 Statistical analysis to be used
 Evaluation method and observations to
be made
 Conceptual Framework

21. Preparation of R&D Proposal
G. EXPECTED OUTPUTS (6Ps)
 Publication
 Patent/Intellectual Property
 Product
 People Service
 Place and Partnership
 Policy

22. Preparation of R&D Proposal
H. POTENTIAL IMPACTS (2Is)
 SOCIAL - refers to the effect or influence of the
project to the reinforcement of social ties and
building of local communities.
 ECONOMIC - refers to the effect or influence of
the project to the commercialization of its
products and services, improvement of the
competitiveness of the private sector, and local,
regional, and national economic development.

23. Preparation of R&D Proposal
I. Gender and Development Score (GAD)
to highlight the contribution of the project in
the achievement of the objectives of Republic
Act 7192, “Women in Development and Nation
Building Act,” interpreted as gender-responsive,
gender-sensitive, has promising GAD concepts,
or GAD is invisible.

24. Identification of Needed Resources
A. PERSONNEL REQUIREMENT
details on the project team members to
be involved in the project
 Project Team Position
 Percent Time Devoted to the Project
 Responsibilities and Deliverables

25. Identification of Needed Resources
B. BUDGET ALLOCATION
details on the different expenses involved to complete
the project
 PERSONNEL SERVICES (PS)- total requirement for
wages, salaries, honoraria, additional hire and other
personnel benefits.
 MAINTENANCE AND OPERATION EXPENSES (MOOE)-
total requirement for supplies and materials, travel
expenses, communication, and other services.
 EQUIPMENT OUTLAY (EO)- total requirement for
facilities and equipment needed by the Program

26. Identification of Needed Resources
C. OTHER SUPPORTING DOCUMENTS
documents that is required by the funding
agency
 Curriculum Vitae or Personal Data Sheet
(PDS) of Project Leader
 Endorsement Letter from the Head of the
Institution
 Letter of Support from Cooperating/
Implementing Agencies
 Othersss…

27. Creation of Project Work Plan
PROJECT WORK PLAN COMPOSITION
contains the action steps needed to complete
the project.
 OBJECTIVES
 Target Activities
 Specific Output /Deliverable
 Duration of the Activity
 Target Date
 Activity Weighted Percentage

28. Creation of Project Work Plan
OBJECTIVELY VERIFIABLE INDICATORS (OVIS)
Indication when is the expected outputs and impacts be verified.
 EXPECTED OUTPUTS & POTENTIAL IMPACTS
 Specific Outputs
 Specific Impacts
 Target Completion (Quarter)

29. Creation of Project Work Plan
RISKS MANAGEMENT
Identify and mitigate uncertain event or condition that
its occurrence has a negative effect on the project
 RISKS AND ASSUMPTIONS
 Possible Risks and Assumptions
 Action Plans

30. Creation of Project Work Plan
RISKS MANAGEMENT
Identify and mitigate uncertain event or condition that
its occurrence has a negative effect on the project
 RISKS AND ASSUMPTIONS
 Possible Risks and Assumptions
 Action Plans

31. Submission for Funding
SOURCES OF RESEARCH FUNDING
 INSTITUTIONAL – provided the respective colleges
and universities
 REGIONAL / NATIONAL - provided the research
institution and agencies in the Region / National
(eg. DOST-PCIEERD)
 INTERNATIONAL - provided the research institution
and agencies outside the country (e.g. United
States Agency for International Development
(USAID)

32. Topic Coverage
Introduction to R&D
What is R&D?
Importance of R&D to Engineering
Educators?
Program VS Project
R&D Project Life Cycle
R&D Project Proposal
Preparation of R&D Capsule Proposal
Identification of Needed Resources
Creation of Work Plan
Submission for Funding
R&D Implementation
Monitoring
Controlling
Reporting
Transfer of Technology

33. 3. R&D Project Implementation
R&D Project Proposal & Project Management for Engineering Educators

34. Project Monitoring
Monitoring involves taking measurements of the current situation.
At the most detailed level, it will involve activities such as:
 Completion of weekly timesheets
 Review of completed activities
 Identifying milestones reached
 Identifying any problems or issues

35. Project Controlling
to re-plan and take effective controlling action as appropriate.
This might include the following:
 Preparing an action plan for management
 Proposing changes to the Project Plan. (this might involve
rescheduling, reallocation of resources, and obtaining
additional resources and equipment);
 Activating purchase orders and sales invoices.

36. Project Reporting
Status reports should be produced on a regular basis, as defined
in the Project Work Plan
 Progress report mechanism
List of Activities last week
Accomplishments
List of Activities next week
 Achievements
 Problem Areas
 Change of Work Plan

37. Transfer of Technology
 is a process in which technology or knowledge developed
at one organization is transferred to another, typically for
the purpose of utilization and commercialization.
Deployment
Training
Completion

38. Topic Coverage
Introduction to R&D
What is R&D?
Importance of R&D to Engineering
Educators?
Program VS Project
R&D Project Life Cycle
R&D Project Proposal
Preparation of R&D Capsule Proposal
Identification of Needed Resources
Creation of Work Plan
Submission for Funding
R&D Implementation
Monitoring
Controlling
Reporting
Transfer of Technology

39. MARICIEL MARCIAL-TEOGANGCO
Dean, College of Engineering
Project Leader, DOST IOTLAB
University of Perpetual Help System DALTA – Molino Campus
 mariciel.teogangco@perpetualdalta.edu.ph
 +63 046 477-0602 loc. 149
 www.perpetualdalta.du.ph
Thank you very much for listening!