Task 3 A 2- Advising

From BESTPRAC's Research Support Staff (RSS) - Framework
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Subtask 1 - Provide information and summarise Rules of participation

Subtask 2 - Summarise and explain the financial rules and requirements

Subtask 3 - Drafting internal procedures or how to guide

Subtask 4 - Answering ad hoc questions (rules or practical)

Related skills and competences

Description of the Task

  • Provide information and summarise Rules of participation
  • Summarise and explain the financial rules and requirements
  • Drafting internal procedures or how to guide
  • Preparing specific guidelines for specific EU programmes (ERC, MSCA)
  • Explaining funding schemes + requirement to individual PI's
  • Advising team, finance department


Key Skills required to be able to effectively complete the task

  • Accuracy - attention to detail
  • Accuracy - checking figures and guidelines
  • Analytical - assessing funding eligibility, reviewing drafts
  • Analytical - collect and interpret complex information
  • Analytical - determining requirements
  • Analytical - devising standard templates
  • Analytical - funders' guidelines
  • Analytical - identifying processes, good practice, modelling
  • Analytical - identifying training need, target audience etc.
  • Analytical - identifying ways of improving performance
  • Analytical - interpret complex information
  • Analytical - interpreting guidelines
  • Analytical - monitoring success rates, developing strategies
  • Analytical - producing and checking reports
  • Analytical - relating good practice to practical systems
  • Analytical - standardising systems and processes
  • Analytical - to understand funding policy
  • Analytical - understanding and applying UK/EU policy and employment law, and specific grant conditions
  • Analytical - understanding the requirements of audit and evidence required, interpreting findings
  • Analytical - understanding/ applying funder's guidance
  • Analytical -understanding the impact of the contract on the institution
  • Assertiveness - dealing with difficult people
  • Assertiveness - negotiating budget splits, giving feedback on peer review
  • Assertiveness - objectively balancing the needs of the funder, institution, researcher and partners
  • Communication - briefing colleagues
  • Communication - briefing colleagues, producing specifications for new systems
  • Communication - conveying information clearly, presentation
  • Communication - drafting maps, communicating project outcomes
  • Communication - drafting process documents
  • Communication - effective presentations
  • Communication - explaining mapping processes to colleagues
  • Communication - external and internal report writing
  • Communication - keeping clear records, briefing colleagues
  • Communication - preparing and delivering written/verbal briefings
  • Communication - preparing case studies and news articles, briefing colleagues
  • Communication - preparing written/verbal briefings, conveying information clearly
  • Communication - producing reference material
  • Communication - producing reports
  • Communication - producing templates/FAQs and ensuring that staff understand them
  • Communication - report writing, conveying information clearly, presentation
  • Communication - to share vision, promoting the service
  • Communication - verbal and written
  • Communication - writing/communicating clear specifications
  • Communication - written and spoken
  • Communication - written and verbal briefing on Funding Council guidance
  • Communication - written reports and verbal briefings
  • Communication -contributing to networks and promoting KE/KT
  • Communication -document and describe systems, roles & responsibilities , problems and changing requirements to institutional staff and external parties
  • Communication -use of language in different contexts, reporting and presentation skills etc.
  • Communication with funders, researchers and partners
  • Constructive Feedback - on proposal drafts
  • Creativity - budget construction
  • Creativity - developing new initiatives
  • Creativity - developing potential models and systems
  • Creativity - developing systems and processes
  • Creativity - finding solutions
  • Financial - numeracy, planning/prioritising budgets
  • Horizon scanning - identify the relevance and impact of potential solutions and good practice from internal and external sources
  • Influencing - ensuring that colleagues meet deadlines
  • Influencing - getting 'buy in' to research policy and strategy
  • Influencing - persuasive writing and presentation
  • Influencing - supporting colleagues to make changes
  • Influencing - supporting colleagues to make changes
  • Influencing - to ensure finance requirements are met
  • Influencing- encouraging colleagues to meet deadlines and use systems/processes
  • Information management - keeping 'up to date'
  • Information Management - maintaining records
  • Information Management - sorting and disseminating
  • Information Management - storing data
  • Information search - identifying funding opportunities, potential partners
  • Information search - keeping 'up to date'
  • Interpersonal - advising academics
  • Interpersonal - building relationships
  • Interpersonal - building relationships, building culture
  • Interpersonal - building relationships, listening to colleagues
  • Interpersonal - gathering and collating information, advising researchers
  • Interpersonal - identifying relevant information, providing constructive feedback
  • Interpersonal - liaising with academic and administrative staff
  • Interpersonal - liaising with staff re. requirements
  • Interpersonal - liaising with staff to meet deadlines, building relationships
  • Interpersonal - liaison with key staff
  • Interpersonal - liaison with key staff, briefing colleagues, point of contact
  • Interpersonal - liaison with key staff, understand the needs of others
  • Interpersonal - liaison with lead researcher/stakeholder, advising colleagues
  • Interpersonal - listening and explaining
  • Interpersonal - listening and explaining, relationship building
  • Interpersonal - listening and questioning
  • Interpersonal - listening to needs, building relationships
  • Interpersonal - listening to suggestions and feedback
  • Interpersonal - listening to views of colleagues
  • Interpersonal - listening/asking questions
  • Interpersonal - managing relationships with colleagues
  • Interpersonal - providing constructive feedback, ensuring colleagues understand requirements of management information
  • Interpersonal - relationship building
  • Interpersonal - requesting information
  • Interpersonal - seeking and verifying information, managing relationships.
  • Interpersonal - understanding project brief, building rapport with researchers
  • Interpersonal - understanding/responding to other viewpoint
  • Interpersonal - working with colleagues
  • Interpersonal listening, building relationships, giving constructive feedback
  • Interpersonal- building relationships
  • IT - collate, hold and retrieve information, modelling (financial, people and other)
  • IT - Powerpoint, Outlook, Excel
  • Networking - building relationships
  • Networking - building relationships/liaising with
  • Networking - building, maintaining and utilising professional contacts
  • Networking - internal and external
  • Networking - sharing good practice
  • Networking - to identify and share best practice
  • Networking- sharing ideas and good practice
  • Problem Solving
  • Problem Solving - ability to identify problems and recommend solutions
  • Problem Solving - dealing with inconsistencies
  • Problem Solving - developing procedures
  • Problem Solving - identifying and addressing issues
  • Self Management -time management planning skills
  • Team Building - building commitment and shared vision
  • Training and Development
  • Training and development - facilitation, coaching and mentoring, course design
  • Training and Development - including coaching and mentoring


Key Competencies required to be able to effectively complete the task

Competence Detailed description
Project costing and pricing Produce realistic project budget
Project contracting Facilitate agreement and get sign-off of contracts
Project auditing Provide administrative support for project audit
Project costing and pricing, cost sharing Produce realistic project budget
Financial management of research institution Support financial management of research (incl. accounting, financial reports, budgeting)
Project financial auditing Provide administrative support for project audit
Supporting supervisors Providing sound administrative support for supervisors of postgraduate researchers
National/international regulations Monitor and provide information to researchers and management/leadership level of national, regional and international research act, strategies and regulations
Research ethics and integrity Provide 'up-to-date' information and help research staff and colleagues to comply with research ethics
International research landscape Make recommendations in institutional acts, strategies and regulations making process to ensure compliance with international ones
Information dissemination Develop systems and processes to collect and disseminate information; disseminate information
Supporting supervisors Maintain oversight of provision and support for supervisors

Related content from BESTPRAC

Listed below are best practices (presentations, FAQs, etc.) shared during the BESTPRAC meetings, as well as external resources relevant for this task.
A given resource can be relevant for more than one task. For a list containing all documents (without task links) see here.


Financial Matters

Legal Aspects

Third Parties


Project Management

Proposal writing