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www.horizon2020.tn Workshop #2 – SME Instrument Iván Rivero - R&D and Innovation Consultant Module: European R&I Project Monitoring process – H2020 Expert

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Page 1: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tn

Workshop #2 – SME InstrumentIván Rivero - R&D and Innovation Consultant

Module: European R&I Project Monitoring process – H2020 Expert

Page 2: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tn

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

Page 3: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 4: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 5: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 6: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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.

Page 7: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 8: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tn

Introduction to Technology Watch – How is it done?

Use of information

Copyright Research, Technology and Development, S.L. (Spain)

Page 9: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tn

Introduction to Technology Watch – How is it done?

Use of information

Page 10: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 11: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 12: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 13: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tn

Idea map

Copyright Research, Technology and Development, S.L. (Spain)

Page 14: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 15: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tn

Punctuation table

Copyright Research, Technology and Development, S.L. (Spain)

Page 16: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 17: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

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

Page 18: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tnCopyright UGPO-MESRS 2019

Page 19: H2020 Expert Iván Rivero - R&D and Innovation Consultanthorizon2020tunisia.org/wp-content/uploads/2019/12/RTDI... · 2019-12-18 · Introduction to Technology Watch Open discussion

www.horizon2020.tnCopyright UGPO-MESRS 2019

Eva García Muntió[email protected]