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Field notes on technical assistance.

Practical guidance for the teams running Technical Assistance Facilities — from request management and expert mobilisation to monitoring, reporting and EU cooperation.

Seven Days to AidEx: What We Will Talk About at Stand B6/a
14 Oct 2026·The ZeePMT Team·4 min read

Seven Days to AidEx: What We Will Talk About at Stand B6/a

One week until AidEx Geneva opens. Here is what we plan to talk about at stand B6/a and why the theme 'Beyond Delivering More with Less' is the right frame for a conversation about facility operations.

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What a Structured Expert Profile Contains — and Why It Isn't a CV
13 Oct 2026·Marta Rey·4 min read

What a Structured Expert Profile Contains — and Why It Isn't a CV

A CV tells you what an expert claims to offer. A structured profile tells you what they have delivered, how they have been evaluated, and what they are available for next. Here is what that distinction means in practice.

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Inside a TA Request Record: The Unit of Accountability
6 Oct 2026·Marta Rey·4 min read

Inside a TA Request Record: The Unit of Accountability

A request in a Technical Assistance Facility is not an email. It is a structured record that carries the decision trail from submission to completion — and that record is the basis for everything that follows.

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A Guided Tour of the ZeePMT Interface
29 Sept 2026·The ZeePMT Team·7 min read

A Guided Tour of the ZeePMT Interface

ZeePMT is built around the assistance cycle, not around a list of features. This tour follows the operational chain from the first request to the final audit trail — showing what each screen decides, not just what it displays.

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Self-Service for Experts and Partners: Shifting Registration Where It Belongs
22 Sept 2026·Marta Rey·4 min read

Self-Service for Experts and Partners: Shifting Registration Where It Belongs

When experts and partner focal points can register and maintain their own profiles, the programme team stops being a data-entry intermediary. Here is why that shift matters operationally — and what it requires of the system.

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Financial Tracking in a TA Operation: Where the Cost Was Incurred
15 Sept 2026·Marta Rey·4 min read

Financial Tracking in a TA Operation: Where the Cost Was Incurred

Budget lines, funding sources, obligations and corrections recorded at the level where the cost is incurred — then aggregated upward. Here is why that sequence matters for donor accountability.

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Interconnected, Not Merely Co-Located: Why the Operational Structure Matters
8 Sept 2026·The ZeePMT Team·4 min read

Interconnected, Not Merely Co-Located: Why the Operational Structure Matters

Keeping requests, experts, documents and budgets in one system is a start. What makes the difference is whether they are connected — so a change at activity level is visible at programme level without manual reconciliation.

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What ZeePMT Does Not Do — and Why That Is a Feature, Not a Gap
1 Sept 2026·The ZeePMT Team·3 min read

What ZeePMT Does Not Do — and Why That Is a Feature, Not a Gap

ZeePMT does not do household survey capture, enumerator management or offline field data collection. That is a deliberate positioning decision — and understanding it is the fastest way to know whether the platform is right for your operation.

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Performance Evaluation: Making the Roster Smarter With Every Assignment
25 Aug 2026·Marta Rey·3 min read

Performance Evaluation: Making the Roster Smarter With Every Assignment

Every expert assignment is an opportunity to improve the next one. Here is why structured performance evaluation is not a formality but the mechanism that makes a roster compound in value.

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About these field notes

Practical guidance for TA Facility teams

Page 1 of 3 covers 9 articles published between 25 August 2026 and 14 October 2026.

These field notes cover the operational decisions that Technical Assistance Facilities face day to day — structuring requests, mobilising expertise competitively, tracking working and mission days, monitoring results against the logframe, and producing audit-ready donor reports. Each article is grounded in how TA Facilities actually operate rather than adapted from generic project-management advice.

ZeePMT is built around the same operational patterns: a single connected system that takes a facility from request intake through expert assignment, action planning, delivery tracking and donor reporting — hosted in Europe, GDPR-aligned by default, and purpose-built for the organisations that run EU-funded technical assistance. Browse all field notes or request a walkthrough.

Who writes these

Articles come from the ZeePMT product and operations team and from practitioners with direct experience running Technical Assistance Facilities — no generic business content, no adapted project-management advice.

What you will find

Request management, expert mobilisation, calls for expertise, working-day and mission-day tracking, results-based monitoring, donor reporting, GDPR compliance and EU programme governance.