Horizon 2020 · latest news Information on open calls for proposals Information on how to prepare a proposal and ... 20 foreseen in 2016 o Multidisciplinary profiles: Engineering

Horizon 202012 tips for building a proposal

Vincent ChauvetCEO, LGI Consulting

[email protected]

mailto:[email protected]

© LGI Consulting 2016

This presentation is an extract from the H2020 Masterclass training course delivered by LGI

It is building on the experience feedback of the team at LGI and is not meant to be exhaustive

It reflects the sole views of LGI Consulting and not any other party, notably the European Commission

Disclaimer


The participant portal

Information on latest news

Information on open calls for

proposals

Information on how to prepare a proposal and

apply for EU research funding

Information on how to work as

an expert

Information and support

Tip #1: explore the participant portal


At least one expert in the consortium should be aware of the general applicable texts & guidelines:

• Legal basis – Framework Programme H2020

• Legal basis – Rules for Participation

• Legal basis – Specific Programme H2020

Read at least once the specific texts:

• WP H2020 – Introduction

• WP H2020 – General Annexes

Read in depth the call topic:

• WP H2020 – Specific work programme / Topic

The call documents

Tip #2: know the applicable documents


Find an idea corresponding to the call

Find a call matching the idea

IdeaH2020

Call

Project

Proposal

1

2

Tip #3: build a proposal strategy

• In line with the call text and EC expectations

• In line with your strategy / the partners’ strategies

Proposal preparation General tips


Finding the best partners and convincing them may take a long time and needs anticipation

If possible, use the publication of draft work programmes months before the official call opening in order to start working on the concept and contact an initial group of core partners

Adapting or inventing something new “at the last minute” rarely works


Tip #4: anticipate as much as possible


Ensure that your project will add value at European scale, not just addressing specificities in your country or region

Be fully aware of the EU’s expectations Read the EU’s recent strategic documents in the field Understand unwritten expectations by discussing with an

EU officer or with intermediaries such as NCPs or ETPs

Your consortium will need some geographical balance but this does not mean that it will have to represent all regions of Europe!


Tip #5: Make sure your project is European


… and demonstrate that you do

Carry out a research & technology watch-- your proposal should not duplicate similar research already done or in progress in Europeo Recent publications & conferenceso EC’s Cordis database for past and current EU projects in

the area

Know developments outside Europe and be aware of the priorities given by other regions (US, Asia…)


Tip #6: know the state of the art in your field


• Specific• Measurable• Attainable• Relevant• Timely


Tip #7: define SMART objectives


DD-1w

DeadlineTargeted 1st

submission

D-2m

Consortiumclosed

Callopening

D-3w

Budgetsfrozen

D-3m

Proposalstrategy /concept

Tip #8: building a proposal is like a mini-project


• Retroplanning• Milestones• Delegation• Progress meetings• Guidelines


Follow these criteria when assessing whether to invite potential partners1. Adequacy with the project’s objectives and complementary added-value2. Transdisciplinarity if requested by the topic3. Potential for exploitation & dissemination of the project results4. Experience with international research projects:

• in the implementation of EU funded R&I• in an international environment, working in English

5. Trust built on their prior collaboration with you or with other core partners6. Geographic complementarity: to add balance in country representation7. Link with national or regional authority supporting the projectDo not pick ‘friends’ just because they are friends!In the event you are uncertain about a possible partner, carry out a quickbackground check (CORDIS’ database to identify previous participation in FPprojects; internet for general data)

Tip #9: pick the right partners



AS LARGE AS NECESSARY, AS SMALL AS POSSIBLE!

• The size of the partnership has to be appropriate, depending on theproject’s characteristics (complexity, scope, budget…)

• Do not include partners for wrong reasons

• A typical small collaborative project can work with 5 to 10 partners,whereas the largest consortia could reach up to 50!

• Basically, your group is complete when you have all the requiredpartners to address the technological objectives, and reach theexpected impact, while keeping the project manageable

Tip #10: know when your group is complete



• “Sell” the future impact of your project, in terms of business(economics, innovation, jobs) as well as environment, society, safety…

• Present detailed plans to reach this impact• Some users of your results should be embarked in the project• Show how you will address non-technological barriers to the market• Business modelling / financial planning tasks an be included in the project• One partner can act as exploitation manager, independently from the

technology developers

• Consider all types of innovation:• Technology, service, social, business model, process, marketing…• Disruptive or incremental

Tip #11: demonstrate you will make a difference



3C: Write clear, concise and concrete text

Illustrations, glossary, language…

Facilitate the evaluation work!

Tip #12: market your proposal


Focus on the mobility sector

• Overview of relevant topics

• Examples from evaluation reports


As a strategic vertical• Mobility for Growth• Automated Road Transport• Green Vehicles Initiative• FCH-JU (Fuel Cell & Hydrogen)As an application area• NMBP (materials & processes)• ICT• SCC (Smart Cities & Communities)• Low-Carbon Energies• Space (Sat Nav)• Blue Growth• Factories of the FutureAnd in generic topics• FET-Open• SME Instrument• FTI Fast Track to Innovation• INNOSUP

Transport & mobility in H2020

Not exhaustive!


“The concept proposed is comprehensive and demonstrates an appropriate level of cooperation and integration. The commitment to integrate and implement a risk-based approach is well supported by trans-disciplinary considerations, namely those associated with climate change related threats. »

« The proposed work is ambitious and has the potential to innovate on various dimensions »

« The integration and support of new knowledge is well backed by the positive approach of granting open access to all scientific publications. »

« The participation of SMEs is expected to ensure the spread of good practices within the value chain, which is positive »

« The proposal presents a detailed and convincing description of the exploitation plan which foresees several exploitation routes and strategies with measurable indicators »

Some quotes from ESRs


« KPIs are suggested to measure the research and innovation potential. However, they are incomplete (finalisation is planned to take place during the execution phase) and not quantified, which is not sufficiently adequate. »

« The state of the art is described at a high level of abstraction which is a shortcoming »

« Although the overall potential is of high relevance, the proposal does not provide a sufficiently clear description and commitment on possible results »

« The proposal does not describe adequately how existing barriers will be overcome to achieve expected outcomes »

« The communication plan is of a conventional nature and lacks sufficient details in terms of strategy »

« The need for keeping a considerable number of deliverables confidential is not convincingly justified and could restrict the deployment potential of the approach »

Some quotes from ESRs

Specific funding instruments


Specific for supporting innovative SMEs Demonstrated business impact in line with SME strategy 3 stages

1. Feasibility• Funding 50 K€

2. Demonstration • Funding


Funding instrument for close-to-marketinnovation activitieso Bottom-upo All types of participants

Feedback on 2015o ~5% success rateo ~15% of total FTI budget in transport o Average consortium size 4-5o Average duration 2 yearso Typical funding 2 M€ (70% of total cost)o ~50% of participants are SMEso ~60% of coordinators are SMEso France is 6th country in number of beneficiaries

FTI Fast Track to Innovation

Beneficiaries per country (2015)


LGI, your partner for sustainable innovation

Project strategy, consortium building, proposal writing Partner / subcontractor

• Addressing non-technological innovation (markets, barriers, business modelling, stakeholder management…)

• Collaborative project management • Public communication• Web solutions for your project or your innovation

THANK YOU FOR YOUR ATTENTION

Communication & Design Innovation Strategy

Management Support Digital Solutions


BACKUP SLIDES

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Value proposition

LGI is an actor of the innovation ecosystem for the global transition -- environmental, energetic, territorial, digital, societal

Our main interventions range from advising on innovation strategy and emerging market trends, to supporting and promoting open innovation and collaborative R&D

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2005

2008

Creation of LGI

Management Consulting

& Digital Solutions

Innovation Strategy business line

2013

LGI Consulting: European innovation service provider

focused on value creation

Training Centre

Communication & Design business line

Staff: 20 foreseen in 2016o Multidisciplinary profiles: Engineering & scientific /

Business, Legal & Financial / Communication / ITo International team

€1.75M turnover (FY2014)

Active in 17 countries

Wide network of experts & partners

About the company

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• Present in France, Belgium & Spain• European scale of action

LGI Headquarters13, Rue de MarivauxF-75002 Paris

LGI EU Office3, Rue du LuxembourgB-1000 Brussels

LGI Med565 Avenue du PradoF-13008 Marseille

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Geographical coverage

Aligning Corporate Strategy & Innovation Technology scouting, innovation assessmentBusiness model innovation, design thinking'Blue ocean' strategies for value creationMarket & economicsOpen Innovation strategiesScenarios & RoadmappingIPR & Exploitation strategiesInnovation workshops

Innovation management Financing of innovationProject managementKnowledge managementCollaborative R&D programmesGrant application writingServices to innovation clusters

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Our services

Strategic verticals: sustainable development

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o Smart grids

o Energy systems

Smart & Sustainable Territories

o Smart cities

o Automotive & mobility

o Energy efficiency

o Sustainable construction

Sectors

Strategic horizontals: innovation enablers

Innovation is often reliant on a number of enabling, horizontal areas.

Digital Innovation: Big data, IoT/M2M, novel architectures, AI…

Advanced materials & processes, sustainable chemistry, microelectronics, photonics…

Social innovation, system approach, transition thinking, responsible research &

innovation…

Sectors

• CEA (France)• CNRS (France)• Ifsttar (France)• Inria (France)• Inserm (France)• EC Joint Research Centre (JRC)• Leitat (Spain)• MTA-EK (Hungary)• NCBJ (Poland)• NRG (Netherlands)• UJV (Czech Rep.)• VTT (Finland)

• Agilent Technology• ARIA Technologies• Atheneum Partners• Calayan• Chaïkana• Climate Data Factory• ConceptSpine• ElecBiomasa• Environics• Gillemot• Giraud International• IES• Isocycle• IUT GmbH• Outreach• Theïa Partners• Vasseur

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• FNE (France Nature Environnement)• Eur. Society of Anesthaesiology• IRTS• NUGENIA• PROMETIA• Pôles de Compétitivité Mov’eo,

Pegase & Risques

Startups& SMEs

Research & TechnologyOrganisations

Our clients

• Air Liquide• Allianz• ArcelorMittal• AREVA• Bekaert• BNP Paribas• COWI• DCNS• EDF• E.ON• ENGIE• Geodis• Motorola• PSA Peugeot Citroën

Largefirms

Universities & Higher education

NGOs &Clusters

Institutions

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EU funding

• Our approach to EU projects Proposal writing

Involvement in projects (as coordinator, partner or subcontractor)

• Project management • Communication & knowledge management• Innovation studies, market analyses, business modelling, value chain innovation…• Deployment of our web collaborative toolbox to support the project

Training & coaching on EU programmes

• Track record 2005-2015: 35 funded EU projects

Sectors: we intervene in our key verticals & horizontals

More than 65% success rate in EU FP proposals

130+ M€ in funding raised since 2005

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Documents

Horizon 2020 · latest news Information on open calls for proposals Information on how to prepare a proposal and ... 20 foreseen in 2016 o Multidisciplinary profiles: Engineering