Faculty of Medicine

Suez Canal University

Budget and Work plan

Badr Mesbah

Budget

• The investigator should prepare his budget, this will give him an estimate of the cost , consequently the feasibility of the research will be determined

Budget

• List the major elements and then each element has to be itemized in details

Budget

a. Staff:

i. technical ii. administrative iii. support

b. Equipment:

i. available: a. actual b. potential

ii. needed

c. Supplies:

i. stationeries ii. lab

Budget

d. Transportation:

i. purchase ii. rent iii. fuel iv. air-tickets

e. Maintenance

f. Miscellaneous

g. Overhead

Budget

• Do not over or under – estimate the actual expenses

• A range of ± 10% is usually acceptable.

• If the project is long-term, he must allow for the rate of inflation (The budget in this case is divided in years )

Workplan

• Before embarking on your study, you must have a clear idea about the duration of the study

• You can design a crude workplan early during protocol development

• the plan cannot be finalized before doing a pilot study which aims at pre-testing all the elements of the research.

Workplan

• a. Aims:

• i. to assess the feasibility of the study

• ii. to enable local authorities and/or funding agencies to make an informed decision about the study

• iii. to help in monitoring the progress of the work.

Workplan

• b. Time:

• i. early crude plan

• ii. final plan after pilot

Workplan

• c. Method:

• i. listing all the activities related to the study

• (a) Planning phase:

– 1) protocol development 2) literature review

– 3) official clearance 4) publicity

– 5) design of tools 6) pilot testing

Workplan

• (b) Implementation:

1) census 2) sampling

3) data collection, including lab work

4) coding 5) data entry

6) data cleaning 7) data analysis

Workplan

• (c) Results:

1) report writing

2) dissemination of results

Workplan

• ii. Identification of responsibility for each activity.

• iii. Setting time and date for achievement of each activity.

• iv. Putting all these elements together in a legible form which could be a chart or a table

THANK YOU