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Social Inclusion by Proactive Design
InclusiveByDesign
Kick-off meeting
12 February 2001Heraklion, Crete, Greece
mor
ning
sess
ion
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Meeting agenda (I)
9:30 – 13:00 Morning session Welcome Introduction of the participants Presentation of the project objectives and of the work
plan Discussion on the general approach Definition of “success criteria” (reg. best practice
examples) Internal evaluation strategy Dates and places for subsequent project meetings
Welcome
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Meeting agenda (II)
14:30 – 18:00 Afternoon session Data collection approach of project phase 1 Expected contributions of partners to the
preliminary report Dissemination policy Management issues Consolidation of meeting outcomes and
agreement on next steps Preliminary agenda for the 2nd project meeting
Welcome
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Evaluation
Participants
Foundation for Research and Technology – Hellas (FORTH) – Institute of Computer Science (ICS)
Consiglio Nazionale delle Ricerche (CNR) – Istituto di Ricerca sulle Onde Elettromagnetiche “Nello Carrara” (IROE)
Institut für Technologie und Arbeit e.V. (ITA) an der Universität Kaiserslautern
Valter Fissamber and Associates Ltd. (VFA)
Welcome
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Project objectives
and
work plan
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Call for proposals
DG Employment and Social AffairsPreparatory actions to combat and prevent social
exclusion / promote social inclusionThese preparatory actions should be policy-
focused (transnational exchange) rather than related to specific action to combat social exclusion directly
Aim of the call for proposals: to develop the basis for co-operation between the Member States in order to combat social exclusion
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Priority areas
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1. promoting a better understanding of social exclusion, in particular through commonly agreed indicators;
2. issues relating to mainstreaming the promotion of inclusion in Member States employment, education and training, health and housing policies;
3. priority actions for particularly vulnerable groups; and
4. community-level cooperation on promoting social inclusion.
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Other requirements
Proposals should also take the new forms of exclusion connected with the emerging knowledge society into account.
Maximum duration: 18 months, start before 31 December 2000
80% subsidy rate, 20 % contribution by the partners
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Proposal full title
Social Inclusion by Proactive Design
Preparatory measure on combating social exclusion in the knowledge economy and society by mainstreaming employment, vocational training and education through technologies designed for all
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Problem
New risks for exclusion from the knowledge economy and society
Inaccessibility of new technologies (here: Information Society Technologies – IST) for certain groups of users, e.g.:– Elderly– Immigrants– Users with disabilities– Children– Etc.
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Working hypothesis
It is expected, that proactively designed IST products / services, within a suitable policy context, will have a positive impact on (some) non-monetary indicators of social exclusion.
NB: InclusiveByDesign will not attempt to prove this hypothesis! From a scientific point of view, the project aims to develop certain hypotheses (technical, organisational, policy-oriented) and to deliver them as the outcome to be tested by others, i.e., the project is a type of explorative study.
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Universal Design
Universal Design in the Information Society is the conscious and systematic effort to proactively apply principles and methods, and employ appropriate tools, in order to develop IT&T products and services which are accessible and usable by all citizens, thus avoiding the need for a posteriori adaptations, or specialised design.
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Reactive vs. proactive
Reactive: applied on an already existing technology in order to alleviate inherent accessibility and quality problems.– Delayed– Costly– Restricted in use
Proactive: influencing the design of a new technology in a way which ensures that accessibility and quality problems are not going to appear.
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Objectives
1. Identification of successful (“best practice”) examples to design, develop and promote technologies and services in the knowledge economy and society, inclusive to, and accessible by, all its citizens; and
2. Promotion of policy recommendations to stimulate, facilitate or support proactive measures in IST design, development and use towards mainstreaming employment, vocational training and education in the knowledge economy and society.
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Approach
Collecting, analysing and disseminating successful examples with a proven or expected positive impact on some of the indicators of social exclusion
Perspectives:– Product / service perspective
(i.e., technologies and business processes)
– Policy perspective (i.e., local / regional and national / European focus)
Areas of interest:– Employment– Vocational training– Education
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Two-phase approach
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TechnologyFORTH-ICS
Business ITA
Local/RegionalCNR-IROE
National / EUVFA
Survey
Case Studies
Survey
Preliminary Report
Final Synthesis and Evaluation Report
Case Studies
Survey
123456789
101112131415161718
month
product / service perspective policy perspective
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Dissemination
Project web site (February 2001)Preliminary report on trends and practices
(due August 2001)Final project report (due May 2002)Other potential dissemination channels:
– Conferences– Discussion groups– Supporting organisations
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Updated timetable[Project] month
Event Activity
Dec 2000 [1]
Jan 2001 [2]
Feb 2001 [3]
Kick-off meeting; launch of project web site
Indicators and Definitions
Mar 2001 [4]
Questionnaires; Pretest
Apr 2001 [5]
Send out; Reminders; Coding
May 2001 [6]
Jun 2001 [7]
2nd project meeting (29.-30.06. Florence)
Data analysis
Jul 2001 [8] Presentation / Documentation
Aug 2001 [9]
Preliminary report Case studies, survey & synthesis
Sep 2001 [10]
Oct 2001 [11]
Virtual meeting Internal project evaluation
Nov 2001 [12]
Project progress and evaluation report
Dec 2001 [13]
Jan 2002 [14]
Feb 2002 [15]
Mar 2002 [16]
3rd project meeting (8.-9.3. Kaiserslautern)
Apr 2002 [17]
Report preparation
May 2002 [18]
Final synthesis, evaluation & project report
Dissemination
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Full participation in society ...
“... includes equal access to the labour market, to education, to health care, to the judicial system, to rights and decision-making and participation.”
Communication from the Commission “Building an Inclusive Europe” COM(2000) 79 final
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Social exclusion ...
“... goes beyond issues of unemployment and access to the labour market. It is evidenced by several types of deprivation and barriers, which alone or together prevent the full participation in areas such as education, health, environment, housing, culture, access to rights or family support, as well as training and job opportunities.”
Communication from the Commission “Building an Inclusive Europe” COM(2000) 79 final
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Two perspectives
Product / service perspective– Inclusive technologies, Design for All, engineering
approaches, etc.– Appropriate business processes, end user involvement,
continuous improvement processes, management commitments, image, etc.
Policy perspective– Procurement policies, NGO activities, employment
and training initiatives, “Open Universities”, etc.– National / European legislation, European support
programs, Funds, awards, etc.
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Product / service perspective
Guiding questions: Which IST-based products / services are available in
employment, vocational training and education with a potential to combat exclusion / facilitate inclusion?
What are the key characteristics of them? How (technically and organisationally) were the results
achieved? Which are the “proactive components” in the design and
development process? How “successful” are they? What is the context which rendered them “successful”?
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Policy perspective
Guiding questions:Which policy measures in employment, vocational
training and education are supportive for the use of IST-based technologies1 to combat exclusion / facilitate inclusion?
What are the key characteristics of these measures?How do these measures exactly work?How “successful” are they?What is the context of these measures?
1 please notice: not necessarily designed for all!
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Product/service success criteria (I)
Technology focus– addressing users with various abilities– effective use– efficient use– user satisfaction– acceptance on the “market” / user feedback– utility– others
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Product/service success criteria (II)
Business focusEnablers
– broad user participation in the process of technology or service design and development (1st priority),
– business processes that ensure recognition / re-use of requirements of all users (1st priority),
– mechanisms to motivate or stimulate design for all / universal design approaches (2nd priority),
– etc.
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Product/service success criteria (III)
Outcomes– improved participation / inclusion of societal groups in
particular social systems (1st priority),– enlargement of the customer / user base regarding so far
excluded or disadvantaged societal groups (1st priority),– cost-efficient implementation of design for all /
universal design approaches (2nd priority),– improved user / customer satisfaction (2nd priority),– public recognition of quality of product or service (2nd
priority),– etc.
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Policy success criteria (I)
Local / regional policy focus impact on non-monetary indicators (e.g., assessed
by those who issued the policy, third party surveys) cost-effectiveness (e.g., unemployment benefits vs.
investments into vocational training)qualitative measures (e.g., “quality of life”) transferability (e.g., into other sectors, regions) scalability (e.g., from a local to a regional focus)others
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Policy success criteria (II)
National / European policy focus impact on non-monetary indicators (e.g., assessed
by those who issued the policy, third party surveys)
cost-effectiveness (e.g., unemployment benefits vs. investments into vocational training)
technology indicators (e.g., technology distribution statistics)
others
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Evaluation
Evaluation
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Internal evaluation
Assessment of theeffectiveness andefficiency of the proposal
Reporting obligationsProject progress and evaluation report
(November 2001)Section on evaluation in the final project
report (May 2002)Evaluation
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Effectiveness
“Have we done, what we promised to do?”Coverage of the four foci, i.e., technology,
business, local / regional and national / European
Coverage of the three target areas, i.e., employment, vocational training, education
identification of best practice examples according to widely accepted indicators
Evaluation
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Efficiency
Optimal use of resourcesmonitoring mechanism regarding progress
and invested resourcesperiodic project meetingsweb site for disseminationuse of electronic communication means
Evaluation
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Responsibilities
FORTH-ICS: Maintenance of the web site and project management
ITA: Evaluation of the work of FORTH-ICS and ITA
CNR-IROE: Evaluation of the work of VFA and CNR-IROE
VFA: Collection and synthesis of results in a preliminary and a final report
Evaluation
Success criteria
