A Practical Guide on Monitoring Research Infrastructures

Gangl, Doris and Havas, Attila (2019) A Practical Guide on Monitoring Research Infrastructures. Centre for Social Innovation, Vienna. ISBN 9783200064065

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Abstract

This document considers the major aspects of monitoring RIs already in operation. Monitoring is the systematic process of collecting, analysing and using relevant information to track the performance of a certain programme, project or organisation in reaching its objectives and to guide management decisions. It can be a powerful tool for RI managers and policy-makers alike. For RI managers, monitoring can significantly improve the structure, processes and methods of management, and thus help improve operations and performance. For policy-makers, monitoring provides the necessary data to assess the efficacy of public investment in RIs. Preparatory steps for adequate monitoring include: the definition of a mission and goals, the development of an operational framework, the development of a suitable monitoring process, and the collection of baseline data. Organising a monitoring process presents some challenges, which are presented in this document, together with possible solutions. Monitoring has historically been primarily initiated by funding bodies, but nowadays RIs also recognise the need for an adequate monitoring system. Monitoring can be performed by a team of internal or external experts. The advantages and disadvantages of both approaches are discussed in this document.

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