EUROSOFIN is based on three phases. Activities concern the preparation, the implementation, and the follow-up:

a) Preparation of activities:

- Team establishment in each country and preparation of documents for the kick-off meeting in Luxembourg, which allows the partners to set up the working plan of the Consortium, to finalize all aspects of the Consortium management; this meeting includes a methodological workshop for the Consortium with the objective to design appropriate methods of research and exchange, to prepare an action plan about the fieldwork, and to design an appropriate methodology to assess the local context and problems. Schedule: December 2013 and January 2014;

- Identification of key stakeholders in the respective countries - sectoral social partners, EWCs, etc. The co-applicants and their partners (social partners, etc.) will examine and identify all key stakeholders to be mobilized through the project. The phase takes place in December 2013;

-  A two-day kick-off meeting (including a methodological workshop) in Luxembourg during which the experts from the five EU countries will present their country situation, define a research plan, and consider priorities identified by the social partners in the sector. Schedule: Mid-January 2014.

b) Implementation Phase:

- Assessment of the situation and preparation of country seminars. The selection of the concrete field for intervention will be followed by preparatory work to be done in the respective regions with the stakeholders: these include sector and regional trade unions’ and employers’ organizations, banking institutions with a focus on representatives of management of local subsidiaries of multinational institutions with good practices. On the basis of these interviews as well as following the analysis of the available data, an assessment of the situation will be conducted. This analysis will be carried out jointly by candidate countries and EU country experts. The methodology, the analyses, and the conclusions will be included in an assessment report. Schedule: between February and April 2014;

- One-day country seminars in the participating countries (Luxembourg, the UK, Austria, France, and Romania) will be organized to present the conclusion of the research assessment reports and discuss the cases of restructuring, the anticipation approaches, and good practices related to diversity management. The discussion will be streamlined on the reasons for and consequences of restructuring and the affected groups; it will also give occasion to present good practices by experts/social partners from at least 2 other participating countries. The seminars will be hosted by the co-applicants or by local national stakeholders. The outcomes of these forums will be proposals made by the stakeholders on how to mitigate the negative effects of restructuring. These events of the phase will be planned in Luxembourg, London, Paris, Vienna, and Bucharest, between the end of April and mid-July 2014.

c)         Follow-up Activities:

- Establishment of an ‘online’ community of practice on the basis of a web platform developed and maintained by CEPS/INSTEAD and with inputs from all the project partners, established by the project explicitly for the social partners from other regions and sectors, and for promoters of similar projects (from June to October 2013). Representatives from EWC, etc. will be also associated to it;

- Presentation of the project results at the European sectoral social dialogue committees for banking and insurance (September/October 2014);

- Organization of a final conference with participation of project experts, social partners, other EU and national level social partners, NGOs, government representatives, etc. to discuss the outcomes of EUROSOFIN, lessons learned, draw conclusions, put forward recommendations, and promote the network tool. The final international conference will be held in Brussels and organized at the ETUI location in Brussels. Provisional schedule: Early November 2014.


© LISER 2015 EC