How to write a Successful Proposal
PART 1 The Workprogramme and the Calls What is the WorkProgramme What is a Call How do I find a Call How do I read a Call The ICT 15 2014: The exercise PART 2 Proposal Structure Excellence Impact Implementation Members of the consortium Ethics and Security 2
CHECK (A) Call Text LAND OF IDEAS (B) Work Programme (C) State-ofthe-Art (D) Possible Partners (E) Possible Instrument(s) (F) Possible End-Users PROPOSAL DEVELOPMENT 3
Funding opportunities under Horizon 2020 are set out in multiannual work programmes, which cover the large majority of support available. The work programmes are prepared by the European Commission within the framework provided by the Horizon 2020 legislation and through a strategic programming process integrating EU policy objectives in the priority setting. Namely The WorkProgramme is the Horizon 2020 Bible It contains all the information on what the EC wants in a proposal, how it wants it. 4
The work programmes 2016-2017 are currently under preparation. section-oriented information can be found for the following topics: Future and Emerging Technologies Information and Communication Technologies Societal Challenge 1 (Health, demographic change and wellbeing) Societal Challenge 2 (Food Security, Sustainable Agriculture and Forestry, Marine, Maritime and Inland Water Research and the Bioeconomy) Societal Challenge 4 (Smart, Green and Integrated Transport) Societal Challenge 5 (Climate Action, Environment, Resource Efficiency and Raw Materials) Innovation in SMEs Access to Risk Finance 5
Work programmes are available at: http://ec.europa.eu/research/participants/portal/desk top/en/opportunities/h2020/index.html H2020 reference documents are available at: http://ec.europa.eu/research/participants/portal/desk top/en/funding/reference_docs.html 6
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The Call refers to call for proposals on behalf of the commission on specific topics 8
Three ways to find a call I have an idea and search for the appropriate Call I look into the calls and I come up with an idea I have an idea, look into the calls and adapt it TIP: Register as a potential partner/network. Someone might look into a call of interest and think of you as a partner based on your expertise. 9
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Expected Impact Type of Action 11
Topic Conditions and Documents All the information you need on the specific call are found in this page It is imperative that you read all the info before you decide to develop your proposal In the downloads you also find the related work programme text 12
Topic Conditions and Documents Download and read all the document TIP When you have found your call and you start developing your proposal revisit the call once in while TO MAKE SURE SUBMISSION DATE HASN T CHANGED! 13
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ICT-19-2017: Media and content convergence Specific Challenge: The media and content sector is driven more and more by the use of technology and new business models, new ways of interaction, consumption and expression are appearing in the rise of the digital era. Europe's media sector is strong in creating content. It is embracing new technologies and investing in innovation to benefit from the digital market. However, the sector has to become even more tech savvy as competition is growing from global players that are particularly strong at technological innovation. The challenge is to make the best use of technology for reaching out to new audiences, adapting to the digital era and thriving in the connected Digital Single Market. 16
ICT-19-2017: Media and content convergence Scope: Demonstration and validation of new technologies, services and solutions through large scale demonstrations18, pilots or close-to-market prototypes exploiting the convergence, interoperability and integration between broadcasting, broadband Internetbased services, audiovisual and social media. 17
ICT-19-2017: Media and content convergence Expected Impact: a. Innovation Actions Proposals should address one or more of the following impact criteria, providing, when appropriate, metrics and benchmarks to measure success: To develop new services as a consequence of the convergence of broadband, broadcast and social media; To move closer to a fully personalised and interactive user experience; To increase the use of ICT technologies in the Media industry; h Solutions that can clear barriers for the success of the Digital Single Market from the content and media perspective. b. Coordination and Support Actions h To support a sustainable European fora of stakeholders representing the evolving Media environment. 18
ICT-19-2017: Media and content convergence Coordination and Support Actions To support a sustainable European fora of stakeholders representing the evolving Media environment. Type of Action: Innovation action, Coordination and support action The conditions related to this topic are provided at the end of this call and in the General Annexes. 19
ICT-22-2016: Technologies for Learning and Skills Specific Challenge: Learning today takes place in a context of new interactions between formal and informal learning, the changing role of teachers, the impact of social media, and the students' active participation in the design of learning activities. While there is strong demand for (userdriven) innovation in digital learning, the current environment limits development to silo products, creates barriers to technological and market innovation and cross border adoption of new learning technologies. The challenge is to create an innovation ecosystem that will facilitate open, more effective and efficient co-design, co-creation, and use of digital content, tools and services for personalised learning and teaching. It requires co-creation and co-evolution of knowledge and partnerships between business actors and research players, communities of users, educational and training organisations to develop the appropriate components and services and leading edge learning technologies, which in turn will empower teachers and learners and facilitate (social) innovation in education and training. 20
ICT-22-2016: Technologies for Learning and Skills Scope: a. Innovation Action Develop and test open, interoperable components for a flexible, scalable and costeffective cloud-based digital learning infrastructure to deliver user-driven innovation in technological solutions and educational services for primary and secondary education, for personalised, collaborative or experimental learning and skills validation. The infrastructure shall enable stakeholders to create, manage and deliver more efficient processes, content, services, applications and contextual data across a wide variety of education and training systems. It should enable stakeholders to discover, mix and re-use different components and to create new learning solutions. It should be scalable to meet rapidly changing and expanding needs and software requirements while maintaining high levels of security and privacy for teachers and students 21
ICT-22-2016: Technologies for Learning and Skills Scope: a. Innovation Action The proposed solutions should cover one or several of the following areas: easy creation, mix and re-use of content, services, applications and contextual data for interactive learning processes (e.g. authoring and modelling tools; syndication tools; networked objects; electronic publishing platforms; social and collaborative networks); environments for new learning experiences and experimentation (e.g. 3D simulation and modelling technologies, visualisation technologies, augmented and virtual reality, location intelligence, intelligent tutors and other adaptive and multimodal technologies); educational support services (e.g. learning analytics for creating, collecting, storing, sharing learner/educational data in a systematic, secure way). Proposed solutions should have a clearly defined learning context, integrate dynamic real-time assessment of learner's progress and be tested through very large pilots in typical learning circumstances in several European countries to identify strategies for scaling and achieve bigger impacts. The Commission considers that proposals requesting a contribution from the EU of about 5 million would allow this area to be addressed appropriately. Nonetheless, this does not preclude submission and selection of proposals requesting other amounts. 22
ICT-22-2016: Technologies for Learning and Skills Scope: b. Research and Innovation Action Technologies for deeper learning of Science, Technology, Engineering, Mathematics, combined with Arts (STEAM), improving the innovation and creative capacities of learners and supporting the new role of teacher as a coach of the learner. Activities may cover both foundational research (tapping into a mix of disciplines, including SSH disciplines) and/or component and system level design with pilot testing to support (user-driven) real-life intervention strategies with new enabling technologies (e.g. new interfaces, affective computing, mixed reality learning environments, 3D technologies, wearable technology). The Commission considers that proposals requesting a contribution from the EU of about 2.5 million would allow this area to be addressed appropriately. Nonetheless, this does not preclude submission and selection of proposals requesting other amounts. The maximum duration is expected to be 2 years. 23
ICT-22-2016: Technologies for Learning and Skills Expected Impact: Projects should address the following impact criteria and provide appropriate metrics: a. Innovation Action Availability of new, open cloud-based components, tools and services for use in digital learning scenarios; Increased cross-border availability and wider adoption of education technology products/services generating new business opportunities for, European providers; More efficient and effective learning, through mainstreaming new ways of learning with digital technologies and more efficient ways of assessing learning outcomes; Scalable solutions, capable of reaching very large numbers of schools and students, and deliver social innovation in education. b. Research and Innovation Action Break-through technologies for learning, through novel researchindustry collaborations in emerging areas; Improved ability to innovate in key economic growth areas by fostering intertwined development of creative and scientific/technological skills. 24
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CHECK (A) Call Text LAND OF IDEAS (B) Work Programme (C) State-ofthe-Art (D) Possible Partners (E) Possible Instrument(s) (F) Possible End-Users PROPOSAL DEVELOPMENT 26
PLEASE READ IN THE WorkProgramme what is the type of proposals for this Call Is it RIA >>>> Research and Innovation? IA >>>>> Innovation? CSA>>>> Coordination and Support Action? Then DECIDE what type will be your proposal PS: If the type is PCP or PPI then this Call is NOT considered 27
Part A : contains administrative information and the budget, same for all types of projects. Completed 100% online, predefined forms exist. Part B : contains the technical information. It is submitted in two parts: sections 1,2,3 (objectives, impact, workplan, management structure, resources to be committed) and sections 4,5 (partner profiles, ethical and security issues). Part B has a pre-defined template that differs according to type of project/action. It is prepared offline and uploaded in PDF format. NOTE: there are strict page limits for proposals! (unlike other types of proposal). Quality and not quantity is what counts! Possibility of a 2 stage submission procedure when foreseen in the call 28
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Section 1: Excellence 1.1 Objectives 1.2 Relation to the work programme 1.3 Concept and approach 1.4 Ambition Section 2: Impact 2.1 Expected impacts 2.2 Measures to maximise impact Section 3: Implementation 3.1 Work plan Work packages, deliverables and milestones 3.2 Management structure and procedures 3.3 Consortium as a whole 3.4 Resources to be committed Section 4: Members of the consortium 4.1. Participants (applicants) 4.2. Third parties involved in the project Section 5: Ethics and Security 5.1 Ethics 5.2 Security 31
1.1 Objectives Describe the specific objectives for the project, which should be clear, measurable, realistic and achievable within the duration of the project. Objectives should be consistent with the expected exploitation and impact of the project. 1.2 Relation to the work programme Indicate the work programme topic to which your proposal relates, and explain how your proposal addresses the specific challenge and scope of that topic, as set out in the work programme. 32
1.3 Concept and approach Describe and explain the overall concept underpinning the project. Describe the main ideas, models or assumptions involved. Identify any trans-disciplinary considerations; Describe the positioning of the project e.g. where it is situated in the spectrum from idea to application, or from lab to market. Refer to Technology Readiness Levels where relevant. Describe any national or international research and innovation activities which will be linked with the project, especially where the outputs from these will feed into the project; 33
1.4 Ambition Describe the advance your proposal would provide beyond the state-of-the-art, and the extent the proposed work is ambitious. Your answer could refer to the ground-breaking nature of the objectives, concepts involved, issues and problems to be addressed, and approaches and methods to be used. Describe the innovation potential which the proposal represents. Where relevant, refer to products and services already available on the market. Please refer to the results of any patent search carried out. 34
2.1 Expected impacts Please be specific, and provide only information that applies to the proposal and its objectives. Wherever possible, use quantified indicators and targets. Describe how your project will contribute to: the expected impacts set out in the work programme, under the relevant topic; improving innovation capacity and the integration of new knowledge (strengthening the competitiveness and growth of companies by developing innovations meeting the needs of European and global markets; and, where relevant, by delivering such innovations to the markets; any other environmental and socially important impacts (if not already covered above). Describe any barriers/obstacles, and any framework conditions (such as regulation and standards), that may determine whether and to what extent the expected impacts will be achieved. (This should not include any risk factors concerning implementation, as covered in section 3.2.) 35
2.2 Measures to maximise impact a) Dissemination and exploitation of results Provide a draft plan for the dissemination and exploitation of the project's results. For innovation actions describe a credible path to deliver the innovations to the market. The plan, which should be proportionate to the scale of the project, should contain measures to be implemented both during and after the project. Dissemination and exploitation measures should address the full range of potential users and uses including research, commercial, investment, social, environmental, policy making, setting standards, skills and educational training. The approach to innovation should be as comprehensive as possible, and must be tailored to the specific technical, market and organisational issues to be addressed. 36
b) Communication activities Describe the proposed communication measures for promoting the project and its findings during the period of the grant. Measures should be proportionate to the scale of the project, with clear objectives. They should be tailored to the needs of various audiences, including groups beyond the project's own community. Where relevant, include measures for public/societal engagement on issues related to the project. 37
3.1 Work plan - Work packages, deliverables and milestones Provide: brief presentation of the overall structure of the work plan; timing of the different work packages and their components detailed work description, i.e.: a description of each work package (table 3.1a); a list of work packages (table 3.1b); a list of major deliverables (table 3.1c); graphical presentation of the components showing how they inter-relate. 38
You defined an overall objective Translate the overall objective to subobjectives Translate the sub-objectives to specific tasks Think about a Workpackage for each task GIVE the INTERELATION among the tasks/wps EAST- HORIZON 39
Plan which partners should be involved in each task That gives you the Workpackages that you need Think which WP requires more effort, which less, make an estimation of effort EAST- HORIZON 40
REMINDER 1 The project is based on the cooperation of the partners. NO TASK should be done by one partner alone!! REMINDER 2 Every project must have TWO Workpackages separate WP for Management (usually WP1 or WP last ) WP for Dissemination REMINDER 3 Every WP has a WP leader who coordinates the partners involved and reports to the Coordinator EAST- HORIZON 41
3.2 Management structure and procedures Describe the organisational structure and the decision-making ( including a list of milestones (table 3.2a)) Explain why the organisational structure and decision-making mechanisms are appropriate to the complexity and scale of the project. Describe, where relevant, how effective innovation management will be addressed in the management structure and work plan. Describe any critical risks, relating to project implementation, that the stated project's objectives may not be achieved. Detail any risk mitigation measures. Please provide a table with critical risks identified and mitigating actions (table 3.2b) 42
3.3 Consortium as a whole The individual members of the consortium are described in a separate section 4. There is no need to repeat that information here. Describe the consortium. How will it match the project s objectives? How do the members complement one another (and cover the value chain, where appropriate)? In what way does each of them contribute to the project? How will they be able to work effectively together? If applicable, describe the industrial/commercial involvement in the project to ensure exploitation of the results and explain why this is consistent with and will help to achieve the specific measures which are proposed for exploitation of the results of the project (see section 2.3). 43
3.4 Resources to be committed Please make sure the information in this section matches the costs as stated in the budget table in section 3 of the administrative proposal forms, and the number of person/months, shown in the detailed work package descriptions. Please provide the following: a table showing number of person/months required (table 3.4a) a table showing other direct costs (table 3.4b) for participants where those costs exceed 15% of the personnel costs (according to the budget table in section 3 of the administrative proposal forms) 44
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4.1. Participants (applicants) Please provide, for each participant, the following (if available): a description of the legal entity and its main tasks, with an explanation of how its profile matches the tasks in the proposal; a curriculum vitae or description of the profile of the persons, including their gender, who will be primarily responsible for carrying out the proposed research and/or innovation activities; a list of up to 5 relevant publications, and/or products, services (including widelyused datasets or software), or other achievements relevant to the call content; a list of up to 5 relevant previous projects or activities, connected to the subject of this proposal; a description of any significant infrastructure and/or any major items of technical equipment, relevant to the proposed work; [any other supporting documents specified in the work programme for this call.] 51