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HiOA
Funding strategies - internationalization
02-03-2016[speaking innovation]
22
ABOUT US
Full service Innovation consultancy company – specialized in
regional and sectoral R&I mobilization, SME innovation
coaching and helping clients obtain funding for their projects
Created 2006
20 employees
Offices in Copenhagen (DK), Oslo (NO) and Braga (PT)
Denmark’s most experienced and successful team within
European R&D and innovation finance
Working across technology areas, providing expertise in
collaborative & open innovation and proposal writing
Expertise in European and national grant funding with a success rate of >50%
More than 400 EU/national applications with 73 funded FP7 proposals (>120 M€)
Involved in more than 130 H2020 proposals • 31 funded SME Instrument • 4 successful LEIT/Soc Challenges• 8 successful ITN projects• 10 Eurostars funded
Currently clients in 9 European Countries
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Workshop focus
44
THE NEED FOR THIS SESSION
Increased pressure for external funding
Extremely competitive funding programmes
Lack of resources (time)
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PURPOSE AND GOALS
Understand mindset of funding authorities
Facilitate delivery of project applications
Identify and map funding opportunities
Validation of project idea
Partnering opportunities
Project tools
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Mindset of funding authorities
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THE EC AS AN INVESTOR
Typically technology and science driven research projects(from both proposers and evaluators)FP7
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THE EC AS AN INVESTOR
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THE EC AS AN INVESTOR
Typically technology and science driven research projects(from both proposers and evaluators)FP7
Emphasis shift towards strong application and innovation drivers
H2020
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THE EC AS AN INVESTOR
http://www.google.com/
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THE EC AS AN INVESTOR
http://www.businessdictionary.com/
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FUNDING DECISIONS ARE NOT SIMPLE
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Funded project
VARIABLES OF THE FUNDING PROCESS
Quality and relevance of the idea
The Writing Process
Capability of Networks and Partners
Evaluation and
Competition
Other external factors
PREPARATION
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Quality and relevance of the idea Study work programmes Validate your idea Dialogue with funding authority and peers
Capability of Networks and Partners Match resources Early engagements
The Writing process Organized and in time Project development tools
Evaluation and Competition Quality control /reviews Budgets expected
VARIABLES OF THE FUNDING PROCESS
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PREPARATION IS NOT JUST…
Starting 6 months before deadline
Reading guidelines (do it, often)
Sending many emails
Collecting information (letters and A forms)
Finding previous projects on Cordis / Eureka
Writing section x.x in advance
Looking for references
Drafting tables
Contacting people
…
………
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PREPARATION IS ALL THAT …
… from a different perspective
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Delivery of project applications
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IDENTIFY AND MAP OPPORTUNITIES
Leadership in Enabling and Industrial Techs
Health, demographic change and well-being
INDUSTRIAL LEADERSHIP
SOCIETAL CHALLENGES
Inclusive, innovative and reflective societies
Secure societies
(...)
2020
IDENTIFY AND MAP OPPORTUNITIES
ICT
INDUSTRIAL LEADERSHIP • A NEW GENERATION OF COMPONENTS AND SYSTEMS
• ADVANCED COMPUTING AND CLOUD COMPUTING
• FUTURE INTERNET
• CONTENT
• ROBOTICS AND AUTONOMOUS SYSTEMS
• ICT KEY ENABLING TECHNOLOGIES
• INNOVATION AND ENTREPRENEURSHIP SUPPORT
• RESPONSIBILITY AND CREATIVITY
• INTERNATIONAL COOPERATION ACTIVITIES
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IDENTIFY AND MAP OPPORTUNITIES
Health, demographic change and well-being
SOCIETAL CHALLENGES
• UNDERSTANDING HEALTH, WELL-BEING AND DISEASE
• PREVENTING DISEASE
• TREATING AND MANAGING DISEASES
• ACTIVE AGEING AND SELF-MANAGEMENT OF HEALTH
• METHODS AND DATA
• HEALTH CARE PROVISION AND INTEGRATED CARE
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IDENTIFY AND MAP OPPORTUNITIES
SOCIETAL CHALLENGES
• CO-CREATION FOR GROWTH AND INCLUSION
• REVERSING INEQUALITIES AND PROMOTING
FAIRNESS
• ENGAGING TOGETHER GLOBALLY
• UNDERSTANDING EUROPE - PROMOTING THE
EUROPEAN PUBLIC AND CULTURAL SPACE
Inclusive, innovative and reflective societies
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IDENTIFY AND MAP OPPORTUNITIES
SOCIETAL CHALLENGES
• CRITICAL INFRASTRUCTURE PROTECTION
• SECURITY
• DIGITAL SECURITY AREA
• OTHER ACTIONS
Secure societies
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VALIDATION OF THE PROJECT IDEA
1. Definitions
2. Interpreting the call text
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1. DEFINITIONS
Objective – what you will achieve during the project
Impacts – consequences of getting the results and achieving the objectives; benefits to stakeholders (direct and indirect)
Project results – the tangible result of the activities and objectives
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2. INTERPRETING THE CALL TEXT
Title
Specific challenge
Scope
Expected Impact
Instrument/ Form of funding
Budget
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2. INTERPRETING THE CALL TEXT #1
Title
... uptake... proven interventions
... challenges – slow or inexistent... scale-up
... evidence-based... beyond Europe
The Need for the project
WHYthe EC wants to solve this Societal Challenge
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2. INTERPRETING THE CALL TEXT #1
Objectives and Activities... solutions
... monitoring... KPIs
... scale-up... tests
... involvement of stakeholdersHOW the EC wants to solve this Societal Challenge
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2. INTERPRETING THE CALL TEXT #1
Results
... levels of analysis...stakeholder/user involvement...different moments of analysis
(budget)
WHAT the EC wants to achieve to solve this Societal Challenge
Info on size of project; size of consortium; lengh and/or size of activities; etc
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2. INTERPRETING THE CALL TEXT #1Call text Project
Specific challenge – Why – the need
Scope – How – objectives and activities
Expected impact – What – results
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VALIDATION OF THE PROJECT IDEA
Project idea What? – Overall objective of project What is it you want to develop? What are the technical and market applications of the technology developed?
Why? – Need for project Why is there a market need or opportunity for this technology? Why has market demand not been satisfied until now?
How? – Implementation of project How are you qualified for implementing this project? How will you put together your consortium in order to implement the project (i.e. which skills are
needed)?
Innovation (what is innovative about your project? )
Project results (new products, prototypes, services, Intellectual Property, etc.)
Technological objectives and barriers
Project consortium
Market
Marketing approach
Competition
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... NO REAL MATCH FOR YOUR PROJECT?
Partial match
Motivation to participate
Relevant resources
Relevant experience
Partnering opportunities
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PARTNERING OPPORTUNITIES
European platforms (partner search, previous projects)
CORDIS
FitforHealth
Ideal-IST
Projects
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PARTNERING OPPORTUNITIES
Scientific references (conferences, papers)
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Project tools
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H2020 – PROPOSALS STRUCTURERIA IA
SMEFTI
Part A: Administrative forms => filled in online in the participants portal
1. General information
– Title and Acronym
– Duration
– Keywords
– Abstract (2000 characters max)
– Resubmission?
– Declarations (Coordinator on behalf of all partners)
2. Administrative data of each partner
– Essentially based on PIC numbers
– Legal status, address, department(s) involved, contact info
3. Budget info
4. Ethics issues table
5. Call specific questions (if applicable)
Part B: Research proposal=> prepared in text editor (e.g. MS Word) and submitted as PDFs:
parts B1 –B3parts B4 – B5
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H2020 – PROPOSALS STRUCTURE
Main Sections / Criteria
B1. Excellence 1.1 Objectives1.2 Relation to the work-programme1.3 Concept and Approach1.4 Ambition
B2. Impact 2.1 Expected impacts
2.2 Measures to maximize impacta) Dissemination and exploitation of resultsb) Communication activities
2.1 Expected impactsa) Users / Marketb) Company2.2 Measures to maximize impacta) Dissemination and exploitation of resultsb) IP, knowledge protection and regulatoryc) Communication
B3. Implementation
3.1 Work plan – Work packages, deliverables and milestones3.2 Management structure and procedures3.3 Consortium as a whole3.4 Resources to be committed
B4. Members of the consortium
4.1 Participants (applicants)4.2 Third parties involved in the project
B5. Ethics and Security
5.1 Ethics5.2 Security
RIA IA
SMEFTI
RIA IA SMEFTI
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FOR APPLICANTS
Do you have? Time? – to wait for project start Resources?
– To co-finance the project– 2 FTE months for application part, minimum
A project idea (or technology-related business need)?– Which is highly innovative?– Which is strong in relation to programme demands (e.g.
innovation, knowledge generated, business planning, impact and value proposition)?
Competencies? – the needed CVs Consortium? – knowing the right partners? Relevant knowledge and IP to bring into the project?
Before start up…
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ORGANIZING THE APPLICATION PROCESS
Start in time!
Allocate the right competences to write the application
Project leader has to be good at multitasking
Validate the project idea before start writing
Read the guidelines thoroughly; avoid silly mistakes
Organize and delegate
Normal project control is a must
Use internal deadlines
Delegate as much, and as broad as possible (partners, other external)
Make disposition for application early in the process
Main point in the project?
Where is an empty knowledge gap?
Make a 2-pages project description for testing arguments, recruitment of partners and more.
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THE CONCEPT – LOGIC CHAIN
Big thing, need, driver
Barries to solve this
Yourinnovative
idea
Barries for your solution
Need for this
project
Societal / Industrial/economic/
social problem
There is no solution/ technology/ knowledge at the moment to solve this problem.
But we have an idea to help us get over the barriers, provide the needed knowledge/best solution, meet the market needs, and make the problem go away
However there are also scientific/technological barriers that stop our answer from happening naturally
This is why there is a need for investigating, researching, developing, demonstrating etc. before we can present the solution.
Business/knowledge generation opportunity
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THE CONCEPT – LOGIC CHAIN
You
r p
roje
ctSc
op
e o
f th
e ca
ll te
xt
Spec
ific
ch
alle
nge
(an
d
exp
ecte
d Im
pac
t) o
f th
e ca
ll te
xt
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THE IMPACT MATRIX MODEL
3 Levels of Analysis
3 Impact Vectors
9 generic modules
as the backbone of impact analyses
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MENTORING PROGRAMME
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PROJECT PLANNER
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PROJECT PLANNER
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CONCLUSION
Understand the funding authorities mindset
Study work programmes and policy documents – updates
Identify funding oportunities
Validate research ideas (project idea*)
Identify partnering oportunities
Seek support from HiOA EU team and advisors
Use project tools (*)
Funding Strategy
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