www.horizon2020.tn
Workshop #2 – SME InstrumentIván Rivero - R&D and Innovation Consultant
Module: European R&I Project Monitoring process – H2020 Expert
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Module MethodologySome theory! Learning by doing!
DAY 1. Monitoring process at early stages / Towards decision to participate in H2020 and how
Introduction to Technology Watch Open discussion & Brainstorming
Group Exercise: designing Tech.Watch strategy for a real case
Early-stage Technology Watch towards proposal preparationGroup Exercise: designing a strategy for participating into H2020 and
related Inf.Watch strategyDetecting and addressing “winners”
Detection and valorisation of information and networking events
Copyright UGPO-MESRS 2019
DAY 2. Monitoring process for the preparation of a winning proposal
Technology Watch for proposals’ section on the State of the ArtOpen discussion & Brainstorming over real study cases
The special case of finding a coordinator for a project
Technology Watch systems for structural topics Q&A
DAY 3. The importance of communication and strategic decision-making
Information accessible and ready for useOpen discussion & Brainstorming
Strategic thinking and tools to support decision-making
One particular case: Scouting statistics around key calls Exercise: top calls analysis and H2020 scoreboard
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Module
Copyright UGPO-MESRS 2019
09:30 – 11:00
Information accessible and ready for use:
• Communication strategy
• Communication channels and instruments
• Messages
• Communication network
- Open discussion: What communication ideas can you think of for your area or role / from days 1 and 2?
- Presentation by Eva García Muntión
- Time for Q&A
11:00 – 11:30 COFFEE BREAK
11:30 – 12:15 Strategic thinking and tools to support decision-making
- Presentation by Eva García Muntión
- Open discussion: Which of all presented tools do you find most useful?
- Time for Q&A
12:15-13:00 One particular case: Scouting statistics around key calls
- Exercise: Analyse statistics for the call you are most interested on, following guidelines and structure of questions provided by Eva García Muntión.
- Time for Q&A
13:00-13:15 Wrap-up and closure
13:15-13:45 Evaluation
13:45-14:00 Satisfaction survey
14:00– 15:00 FINAL LUNCH
www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)
Introduction to Technology Watch – How is it done?
Technology watching: Process/ Steps
Objectives and SMART definition
of needs
Information sources selection
Extraction and collection of information
Analysis and selection of information
Organization of knowledge
Communication/ Dissemination
Decision making
ACTION
www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)
Introduction to Technology Watch – How is it done?
Communication Plan: Main elements
“PRIMARY” AUDIENCES
MESSAGES
CHANNELS
MEDIA
“SECUNDARY” AUDIENCES
www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)
Introduction to Technology Watch – How is it done?
Communication Plan: Importance of targeted messages
Table 2.3: SOFISTIK’s impact summary.
Key stakeholder / audience Main benefit from SOFISTIK
Players in key up taking industries: CTOs and
CEOs (potential beachhead customers)
Relevant cost reduction from Energy bill and CO2 footprint. Access to
new (improving) technology.
Industrial players in the solar energy: CEOs
(potential early adopters in the value chain)
New market opportunities (from domestic to industrial segments).
Access to IPR owners.
Industrial associations at EU and national
levels, Hubs and Networks
Relevant KPIs and proof of concepts. Access to related experts.
Academia: Researchers Access to knowledge and technology for future R&D. Access to
related experts.
Academia: Professors Access to relevant knowledge towards classes and experience-
building academic activities. Access to related experts.
Professional networks of (industrial, chemical,
energy) engineers
Access to knowledge about last-generation technologies for their
sectors and professional careers. Access to related experts.
Policy makers at EU, national and local levels Relevant KPIs and proof of concepts. Access to related experts.
www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)
Introduction to Technology Watch – How is it done?
Data bases
Infographics
Use of tables and images
Communication plan
Objectives and SMART definition
of needs
Information sources selection
Extraction and collection of information
Analysis and selection of information
Organization of knowledge
Communication/ Dissemination
Decision making
ACTION
Use of information
www.horizon2020.tn
Introduction to Technology Watch – How is it done?
Use of information
Copyright Research, Technology and Development, S.L. (Spain)
www.horizon2020.tn
Introduction to Technology Watch – How is it done?
Use of information
www.horizon2020.tn
Module
Copyright UGPO-MESRS 2019
09:30 – 11:00
Information accessible and ready for use:
• Communication strategy
• Communication channels and instruments
• Messages
• Communication network
- Open discussion: What communication ideas can you think of for your area or role / from days 1 and 2?
- Presentation by Eva García Muntión
- Time for Q&A
11:00 – 11:30 COFFEE BREAK
11:30 – 12:15 Strategic thinking and tools to support decision-making
- Presentation by Eva García Muntión
- Open discussion: Which of all presented tools do you find most useful?
- Time for Q&A
12:15-13:00 One particular case: Scouting statistics around key calls
- Exercise: Analyse statistics for the call you are most interested on, following guidelines and structure of questions provided by Eva García Muntión.
- Time for Q&A
13:00-13:15 Wrap-up and closure
13:15-13:45 Evaluation
13:45-14:00 Satisfaction survey
14:00– 15:00 FINAL LUNCH
www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)
Introduction to Technology Watch – How is it done?
Technology watching: Process/ Steps
Objectives and SMART definition
of needs
Information sources selection
Extraction and collection of information
Analysis and selection of information
Organization of knowledge
Communication/ Dissemination
Decision making
ACTION
www.horizon2020.tnCopyright Research, Technology and Development, S.L. (Spain)
Introduction to Technology Watch – How is it done?
Use of information
Idea maps
Decision trees
Punctuation tables
Development of scenarios
Objectives and SMART definition
of needs
Information sources selection
Extraction and collection of information
Analysis and selection of information
Organization of knowledge
Communication/ Dissemination
Decision making
ACTION
www.horizon2020.tn
Idea map
Copyright Research, Technology and Development, S.L. (Spain)
www.horizon2020.tn
Decision tree
New coordinator
Does he takes-off during GA preparation?
Copyright UGPO-MESRS 2019
Does he takes-offfor the preparation
of the kick-off?
Does he takes-offduring the kick-
off?
Is he onlycoordinating?
Is he alsomanaging?
Good communication between you two?
Active internalcommunication?
Is there good control of IPR?
Is there good control of quality of deliverables?
Can you get to have somevisibility towards the EC?
Are related PM beingtransfered?
Any othermeasuretaken?
YES
NO
NO NO
YES YES
YES
NO
YES
NO
NO
NO
YES
YES
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Punctuation table
Copyright Research, Technology and Development, S.L. (Spain)
www.horizon2020.tn
Module
Copyright UGPO-MESRS 2019
09:30 – 11:00
Information accessible and ready for use:
• Communication strategy
• Communication channels and instruments
• Messages
• Communication network
- Open discussion: What communication ideas can you think of for your area or role / from days 1 and 2?
- Presentation by Eva García Muntión
- Time for Q&A
11:00 – 11:30 COFFEE BREAK
11:30 – 12:15 Strategic thinking and tools to support decision-making
- Presentation by Eva García Muntión
- Open discussion: Which of all presented tools do you find most useful?
- Time for Q&A
12:15-13:00 One particular case: Scouting statistics around key calls
- Exercise: Analyse statistics for the call you are most interested on, following guidelines and structure of questions provided by Eva García Muntión.
- Time for Q&A
13:00-13:15 Wrap-up and closure
13:15-13:45 Evaluation
13:45-14:00 Satisfaction survey
14:00– 15:00 FINAL LUNCH
www.horizon2020.tn
Map of information sources and related tools for H2020 activity
Funders & Tenders Portal
(for calls, including
cascade funding)
Prioritizing and studying
calls (SCOREBOARDS
and CHECKLISTS
H2020 Dashboard
and CORDIS for
searching for
partners
Decision-trees for
searching for a
(good) coordinator
Consortium
structure
Creating a
future
Copyright UGPO-MESRS 2019
Building the
project concept
(IDEA CANVAS)
Espacenet
Linknovate Infodays
Thematic networks
NCPs
New coordinator
Does he takes-off during GA preparation?
Does he takes-offfor the preparation
of the kick-off?
Does he takes-offduring the kick-
off?
Is he onlycoordinating?
Is he alsomanaging?
Good communication between you two?
Active internalcommunication?
Is there good control of IPR?
Is there good control of quality of deliverables?
Can you get to have somevisibility towards the EC?
Are related PM beingtransfered?
Any othermeasuretaken?
YES
NO
NO NO
YES YES
YES
NO
YES
NO
NO
NO
YES
YES
Congresses
Tradefairs
Interviews &
Advisory Boards
Sectorial papers
Tables of
competitors
and critical
comparing
variables
&
PESTLE
Analysis
Web scrapers
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www.horizon2020.tnCopyright UGPO-MESRS 2019
Eva García Muntió[email protected]