Statistics Netherlands
Project Plan Workpackage 1 (Indicators)
Project ESSNet GVC
Version 1.0 p1
Sponsor / : / Eurostat (MEETS project)Author / : / Martin Luppes
Approved by / : / ESSNet Co-ordination Statistics Danmark
Version / : / 1.0 p1
Date / : / 23 mei 2012
Project Plan Workpackage 1 (Indicators) / Version / 1.0 p1
Project ESSNet GVC / Date / 23 mei 2012
Management of Versions
Version historyVersion / Date / Description / Author
1.0 / 21 May 2012 / Draft Document Bucharest Meeting / StatNL
Active distribution versions
Version / Distributed to:
1.0 / Project members WP1, Steering Group ESSNet GVC
Table of Content
1 Introduction 1
1.1 Goal of this document 1
1.2 Scope of the document 1
1.3 Definitions, acronyms and abbreviations 1
1.4 References 2
2 Executive summary 3
3 Initial Business Case 4
3.1 Reason to start WP1 4
3.2 Benefits 4
3.3 Costs and time schedule 5
4 Project Definition 6
4.1 Background of the project 6
4.2 Results 6
4.3 Approach and phases of the project 7
4.4 Scope of the project 8
4.5 Conditions and limitations 11
4.6 Relations with other projects 11
5 Organisation Structure 12
5.1 Members of the ESSNet Steering Group 12
6 Initial Project Planning 14
6.1 Conditions 14
6.2 External dependencies 14
6.3 Products 14
6.4 Project Planning 17
6.5 Planning Assumptions 17
6.6 Required resources Fejl! Bogmærke er ikke defineret.
6.7 Tolerances in planning Fejl! Bogmærke er ikke defineret.
6.8 Progress Reports 17
Annexes Fejl! Bogmærke er ikke defineret.
1 Quality plan Fejl! Bogmærke er ikke defineret.
1.1 Quality Control Fejl! Bogmærke er ikke defineret.
1.2 Configuratie- en wijzigingsbeheer Fejl! Bogmærke er ikke defineret.
2 Project Archive Fejl! Bogmærke er ikke defineret.
3 Product Descriptions Fejl! Bogmærke er ikke defineret.
3.1 Product A Fejl! Bogmærke er ikke defineret.
3.1.1 Description Fejl! Bogmærke er ikke defineret.
3.1.2 Criteria for Acceptance Fejl! Bogmærke er ikke defineret.
3.1.3 Quality Assessment Fejl! Bogmærke er ikke defineret.
4 Graphical Representation of the Project Planning Fejl! Bogmærke er ikke defineret.
Confidential / © Statistics Netherlands 2012 / Page 18Project Plan Workpackage 1 (Indicators) / Version / 1.0 p1
Project ESSNet GVC / Date / 23 mei 2012
1 Introduction
1.1 Goal of this document
The goal of this document is to realise full commitment of the Steering Group ESSNet GVC and the partners for the work to be done within the ESSNet GVC Work Package on Definition of Globalisation Indicators (further referred to as WP1 Indicators), for the period May 2012 until December 2013.
1.2 Scope of the document
This document describes the organisation and planning of the work within WP1 for the period 2012 - 2013 in order to:
1. allocate the participants budgets for WP1 for specific and well described tasks, and
2. to adhere to a planning based on consensus for the duration of the project, within the boundaries set by the MB Grant ESSNet GVC.
1.3 Definitions, acronyms and abbreviations
Term / DescriptionESSNet GVC / European Statistical System Network Global Value Chains
Reference Indicators / Also known as ‘Basic’ indicators on globalisation available on EU-27 level within Eurostat
Supplemental Indicators / Additional indicators on globalisation available at country level, based on standard data sources
Experimental Indicators / Indicators on globalisation available at country level, based on micro data linking of standard and experimental data sources
WP1 / Work Package 1: Definition of Indicators
WP2 / Work Package 2: Implementation GVC Survey
WP3 / Work Package 3: Micro data linking
WP4 / Work Package 4: Integration FATS
WP5 / Work Package 5: Dissemination & publication of results
MB Grant ESSNet / Multibeneficiary Grant Agreement on the ESSNet GVC (DK, Fi, NL, N, P, Ro, Fr)
1.4 References
1. Supply of Statistical Services for the Improvement and Development of Globalisation, Structural and Sustainable Development Indicators, Themes: Globalisation, Good Governance and Global Partnership, 2010, Final Report prepared for European Commission (Eurostat), IDEA Consult NV, Brussels.
2. The Impact of Globalization on National Accounts, 2011, United Nations, New York/Geneva.
3. External Study on the Identification of Statistical Indicators that need to be adopted due to the Globalisation Process, 2011, Draft Report Eurostat.
4. ESSNet Multibeneficiary Grant Agreement on Measuring Global Value Chains (document 10 June 2011), Luxembourg/Copenhagen.
5. Report from the Commission tot the European Parliament and the Council on the on the implementation of Decision (EC) No 1297/2008/EC of the European Parliament and of the Council of 16 December 2008 on a Programme for the Modernisation of European Enterprise and Trade Statistics (MEETS), 11.1.2011 COM (2010) 813 Final, Brussels.
6. Annotated Table of Content Draft WP1 Definition of Indicators, Paper presented at the Oslo Steering Group Meeting, version 2, 2012, Heerlen.
2 Executive summary
supplementary; this page can be used for internal communications within the NSI’s>
The WP1 Indicators is part of the of the ESSNet Global Value Chains project. This project, defined and granted by Eurostat, aims to strengthen the ESS capacity (conceptually and methodologically) to measure economic globalisation and the globalisation of business and to concretely establish statistical evidence on the increasingly globalised ways of doing business and organisation of the enterprises and the impacts on the possibilities for Europe to create new jobs and sustainable growth.
The project started December 2011 (Kick off The Hague) and ends December 2013. Seven countries participate in this workpackage. Statistics Netherlands is the lead country. Five reports will be delivered during the course of the project, of which a joint report is foreseen in August 2013.
<additional country specific information on activities and results
3 Initial Business Case
3.1 Reason to start WP1
The WP1 Indicators is part of the of the ESSNet Global Value Chains project. This project, defined and granted by Eurostat, aims to strengthen the ESS capacity (conceptually and methodologically) to measure economic globalisation and the globalisation of business and to concretely establish statistical evidence on the increasingly globalised ways of doing business and organisation of the enterprises and the impacts on the possibilities for Europe to create new jobs and sustainable growth.
The project is managed by a Steering Group involving representatives of the NSI’s of Denmark, Finland, Norway, Portugal, France, Romania and the Netherlands. The project is structured in six work packages of which Work Package 1 on economic globalisation indicators will:
1) Identify and develop a set of standardised indicators on economic globalisation. These have to be collected and published as reference indicators within the European Statistical System, subject to political approval.
2) Identify a set of supplemental indicators which could be collected to measure more industry specific elements of the globalisation process utilising existing statistical sources.
3) Identify possible experimental indicators based on micro data linking.
The main reason for including a work package on economic globalisation indicators in the ESSNet on Measuring Global Value Chains is the need for substantially upgrading the capacity of the European Statistical System (ESS) to cover the developments in globalised business in order to fulfil users’ requests for shaping future policy.
The development work, which will be carried out in WP1, is considered to add substantially to the capacity of the ESS to cover globalised business – and to the establishment of statistical evidence on this, requested by the users for future policy shaping. The development of globalisation indicators will be carried out in close contact with the most important international bodies, such as the OECD and the UN.
3.2 Benefits
The results of the project WP1 Indicators will enable the policy makers to make better informed decision and to monitor the globalisation/internationalisation of economies by developing and providing indicators on economic globalisation.
3.3 Costs and time schedule
Statistics Netherlands has extensive experience in researching globalisation of business, and Statistics Netherlands will serve as the lead country in this WP. All other partners in the ESSNet project will participate in this WP.
Costs are expressed in working days per participants. For more details on costs and planning we refer to the MB Grant Agreement. See table below.
The project is scheduled in 2012 - 2013. For more details on planning see chapter 6 of this document.
Work package in number of daysParticipants/
co-beneficiaries / WP1
1. Denmark / 75
2. Finland / 55
3. Norway / 55
4. Netherlands / 210
5. Portugal / 55
6. Romania / 55
7. France / 55
TOTAL / 560
4 Project Definition
4.1 Background of the project
Within the MEETS program 2009 and 2010 a project was launched aiming on the development of economic indicators on globalisation, which mainly was based on the OECD Handbook on Economic Globalisation Indicators. A first set of globalisation indicators has been put together and made available online on the Eurostat website. Furthermore a study on the practical implementation of indicators specified in the OECD Handbook on Economic Globalisation Indicators has been carried out of which the results feed into the work of the ESSNet GVC (by decision of the ESSC in 2010). The objectives of this former work are still in place for the work to be carried out in the work packages of the ESSNet GVC: to calculate and disseminate indicators where possible, and to identify the potential for collecting indicators that are not yet available.
4.2 Results
WP1 will identify and develop a set of standardised indicators on economic globalisation to be collected and published as reference indicators within the European Statistical System (ESS). This work will be based on results from the feasibility study assessing already available statistics to be used as basis for the implementation of the indicators and the OECD Economic Globalisation Indicators. The action will test the feasibility for the participating National Statistical Institutes to provide the required indicators and the general feasibility for the ESS to provide the indicators will be discussed at the proposed workshop.
WP1 provides five deliverables, being four reports on the several subtasks of the project and one joint final report:
1. D1.1 Report on available statistics and feasibility of providing such globalisation indicators data, including test data.
2. D1.2 Report containing description of data set structure and contents and supporting guidelines for this.
3. D1.3 Report on supplemental indicators, including test data.
4. D1.4 Report on experimental micro data linking indicators, including test data and implementation guidelines.
5. D1.5 Final, joint assessment report on sets of globalisation indicators
4.3 Approach and phases of the project
This project is based on six phases which are interrelated, both sequential (in time) as well as regarding the topic and concepts:
1) The initial phase aims at developing and approving a framework, defining the scope, organising the work and dividing the different tasks among the project members. The main activity is exploring the theme of economic globalisation indicators and its embedding in the EU and national policies. This means selecting and exploring the relevant academic literature and analyzing the initiatives by institutes like UN/ECE, OECD, the IMF, WTO, the World Bank and Eurostat.
2) Reference indicators phase: indicators, which fit within the in the initial phase defined scope of economic globalisation (see 4.4) and which are incorporated by the NSI’s in the European Statistical System[1], will be identified and standardised into a set of reference indicators. The OECD Economic Globalisation indicators and the Eurostat project by Michaela Grell are main input for this phase of the project. Identification of these indicators occurs at ESS level. Item for discussion: do we consider all NSI’s in the ESS? Or only the EU-27? EU-27 + EFTA? Candidate countries?
3) Data set structure phase: This phase runs more or less parallel to the reference indicators phase. Objective is to find and agree on a method and structure for presenting the indicators in this project.
4) Supplemental indicators phase: in this phase those indicators will be identified that are available within the National Statistical Institutes in the ESS (see item 3) and which fit within the scope of economic globalisation indicators (see 4.4), but which are not (yet) standardised in the ESS. Identification of these indicators occurs at NSI level.
5) Experimental indicators phase: new indicators for economic globalisation can be created by linking different types of statistical registers on micro level (i.e. enterprise level). These indicators are not standard available within the ESS. Several initiatives have been developed within the NSI's and one joint European MDL project in the field of economic globalisation has taken place in 2010-2011. In this phase possible experimental indicators based on MDL will be identified and described.
6) Concluding phase: joint assessment of sets of globalisation indicators, feasibility and methodology.
All project members work together in these phases, lead by CBS and in close cooperation with the Steering Group. The results of each of these phases will be described in the reports mentioned in 4.2 and presented at the interim and final workshops.
4.4 Scope of the project
An important activity at the beginning of the project is determination of the scope: what dimension of globalisation has to be subject of the project and which domain of units are addressed. The IDEA report describes many dimensions of globalisation such as a cultural, social, environmental or economic dimension. In a statistical sense these dimensions refer to (the behaviour) of different types of actors such as persons, households, enterprises, government institutions or even non-institutional or non-individual units (e.g. means of transport, infrastructure).
As agreed in the Oslo Meeting and the subsequent correspondence on the document Table of Content (document 13 March 2012) the scope is outlined by:
1. the economic dimension of globalisation. This refers to the generally accepted main driver of the globalisation process (#references). This dimension finds its mainspring in international trade, foreign direct investments and capital movements, activities of MNE, and the production and international diffusion of technology (R&D). This criterion guides the selection of themes and indicators (and their constructing variables).