In the Manage stage, efforts related to Facilities and Resources should be largely maintenance. This may include coordination with collaborating researchers or departments for ongoing availability, or reviewing training status for research personnel for protocols which may require annual review or renewal. Identifying, documenting, and even scheduling reminders for these check-points early in the Manage stage can reduce the administrative burden on researchers and their teams while the research is underway.
The space needs of a research project may change over time. Monitoring the progress of a project and documenting variances in planned versus actual progress can help the research team coordinate resources needed in subsequent project periods. In cases where significant changes are needed sponsor approval may be required and so it will be beneficial to carefully track requirements over time.
Equipment needs of a project or program may change over time. Implementing these changes may require sponsor approval or re-budgeting.
Supply procurement occurs throughout the duration of the research project. By aligning supply procurement with the timeline and aims of the research, Investigators and their teams can ensure timely access to the needed supplies and materials, while preventing risk of overspending.
During the Manage stage services proposed for the research will need to be engaged and associated relationships will need to be managed. The implementation of these agreements may require the attention of multiple layers of university administration.
As a research project or program progresses there will be varying personnel needs. In some cases, these will depend on milestone achievements, and so may be anticipated and planned for in advance. In other cases there may be a need to change, add, or remove personnel without advance notice. It may be beneficial to calendar important personnel events like employee contract periods, projected student graduation dates, and personnel needs for related projects throughout the Manage stage to limit the frequency and impact of unexpected changes.
In the Manage stage administrative tasks related to travel may include requesting approvals from the University or sponsor. Additional rules or requirements may be imposed by the researcher’s department, school, or college.
In the Manage stage requirements relating to other resources will likely be primarily maintenance activities and could include tasks such as monitoring training status, collaborating with a facility director on scheduling access, or receiving annual review and approval from regulatory units responsible for protocol or space oversight.