presentació del powerpointempowa.zenit.de/wp-content/uploads/2018/06/01_smei... · smei evaluation...

een.ec.europa.eu

EMPOWA Training

2nd May 2018

Enterprise Europe Network

https://een.ec.europa.eu/

EMPOWA

INFORMATION TRAINING MENTORING ADVISORYSUCCESS STORIES

SME Instrument

Women entrepreneurs

www.empowa.eu

Project partners

https://sme.easme-web.eu/

Catalonia – SME Instrument

Catalonia

Total SME Instrument

4,5% 4,6% 4,8%

15:00 – 15:05 Welcome

15:05 – 15:15 Introduction to SMEI Opportunities for Women Entrepreneurs

David Rovirosa, Manager of European Business Innovation Projects, ACCIÓ.

15:15 – 15:45 SMEI Application form. How to write a competitive proposal

Impact – Excellence – Implementation

Riánsares López; Jennifer Ruiz; Carla Ruiz, H2020 advisor,

European Business Innovation Projects, ACCIÓ

15:45 – 16:30 Business essentials keynote

How to define a Business Model. The Business Model Canvas tool.

Álvaro Tapia, ACCIÓ.

16:30 – 17:00 Success stories

3DU Engineering Solutions. Agnes Rosell, CEO

Ehealth Technical Solutions. Eva Garcia Ramos, CEO

AGENDA

SME Instrument Opportunities

2nd May 2018

Source: https://ec.europa.eu/easme/sites/easme-site/files/smei_2017_final_web.pdf

Source: https://ec.europa.eu/easme/sites/easme-site/files/smei_2017_final_web.pdf

I. Cover Page

II. Executive Summary (1-page maximum)

III. Content

I. Excellence

I. Challenge and solution

II. Approach

II. Impact

I. Entering the market

II. Business model

III. Financing

IV. IPR

III. Implementation

I. TEAM

II. Workplan

III. Resources

SMEI Evaluation process

• Step 1: remote evaluation

• Step 2: face-to-face interview (Phase 2 only)

external evaluatorsMainly with business and investor background

market size willingness to paygrowth ratethe teamInnovation / new market...

SMEI Evaluation process

Horizon 2020 SMEs2014-2020

CollaborativeProjecs

• >8.330M€

SME Instrument

• Aprox 3.000M€

SMEI Application form. How to write a competitive

proposal2nd May 2018

1.EXCELLENCE (25%)

http://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdf

I. Cover Page

II. Executive Summary (1-page maximum)

III. Content

I. Excellence

I. Challenge and solution

II. Approach

II. Impact

I. Entering the market

II. Business model

III. Financing

IV. IPR

III. Implementation

I. TEAM

II. Workplan

III. Resources

1.EXCELLENCE (25%)

http://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdf

1.EXCELLENCE (25%)o Challenge and solution

https://www.un.org/sustainabledevelopment/sustainable-development-goals/

Gender dimension

Climate change or environmental aspects

Benefits to society

1.EXCELLENCE (25%)

EUROPEAN PAIN CUSTOMER PAINo Challenge and solution

TECHNOLOGICAL PLATFORMS, EUROPEAN ASSOCIATIONS, ROADMAPS EUROPEAN INITIATIVES-EIPs, PPPs…

SECTORIAL, GEOGRAPHICAL REPORTS

QUANTIFY

1.EXCELLENCE (25%)

www.access4smes.eu

o Challenge and solution

OPPORTUNITY: LEGAL, BUSINESS NEED, TECHNOLOGIAL CHALLENGE

WHAT? OUTCOME: PRODUCT, SERVICE, SOFTWARE, HARDWARE, APP, MAINTENANCE….AVOID GENERAL TERMS LIKE “SYSTEM, SOLUTION, PLATFORM…”

1.EXCELLENCE (25%)o Challenge and solution

STATE-OF-THE-ART (Patents UITP Espacenet, Official reports…)

DISRUPTIVE

AVOID “I’M UNIQUE…” WITHOUT ARGUMENTATION

Align with IPR in Impact.Align with Awards section 4.

PHASE 1 vs PHASE 2

1.EXCELLENCE (25%)o Challenge and solution

COMPARE ALTERNATIVES

Align with competitors (companies) analysis in Impact

YOUR VALUE PROPOSITION

1.EXCELLENCE (25%)o Approach

www.access4smes.eu

TRL-Tecnhology Readiness Levels

Explain in detail in Phase 2

1.EXCELLENCE (25%)o Approach

TIMELINE: HISTORY OF THE TECHNOLOGY, ROADMAP, SME INST Phase 1 and Phase 2, MILESTONES, RECENT TRENDS, PROTOTIPS, TRLs

www.access4smes.eu

Align with Implementation

KPIs (Key Performance Indicators): mainly for Phase 2. Quantify!

1.EXCELLENCE (25%)o Approach

www.access4smes.eu

OBJECTIVES PHASE 1: PROJECT + FEASIBILITY STUDY

PHASE 2: TECHNOLOGICAL, PRACTICAL AND ECONOMIC

Align with Implementation-WP, tasks and Impact

1.EXCELLENCE (25%)

OVERALL ASSESSMENT

If I was an evaluator I would finally ask myself: does it sound

Wow?

2. IMPACT (50%) I. Cover Page

II. Executive Summary (1-page maximum)

III. Content

I. Excellence

I. Challenge and solution

II. Approach

II. Impact

I. Entering the market

II. Business model

III. Financing

IV. IPR

V. Communication and

Access to research data

III. Implementation

I. TEAM

II. Workplan

III. Resources

2. IMPACT (50%)

The objective of this section is twofold:

Assesses the extent to which the proposed innovation will create substantial demand for the product.

Quantify the competitiveness and growth of your company, based on the project.

2. IMPACT (50%)

Identify user needs and detail the user profile

Demonstrate the need. Show how your solution answers these needs.

Quantify clients segments

Willing to pay: Why are you so sure that your customers will pay for your product?

Market connections: LOI, MOU. If you already have paying customers, MENTION THEM!

2. IMPACT (50%)

Entering the market

• User needs

• Market

• Competitors

• Barriers to market entry

2. IMPACT (50%)

Entering the market

• User needs

• Market

• Competitors

• Barriers to market entry

Research the global marketplace

Try to size the market

Avoid market education

Which International Markets will you target first?

Narrow your export Markets

Explain market conditions and the current trends

2. IMPACT (50%)

Entering the market

• User needs

• Market

• Competitors

• Barriers to market entry

The statement “We have no competition” is never true!

2. IMPACT (50%)

Entering the market

• User needs

• Market

• Competitors

• Barriers to market entry

2. IMPACT (50%)

o Business model

Explain how you make Money!Do you sell your product? If you don’t sell directly, do you intend to use licensing? What about post-sales services?

What is your pricing model and how did you choose it? What post-sale assistance services will be required?

http://www.access4smes.eu/publications/?cmd=files-management&sort=asc&order=name&type=5

Explain the potential to scale-up

European /Globaldimension

2. IMPACT (50%)

o Financing Indicators for growth potential of

your solutions should be presented in a table with projections for at least 3 years.

Your project will generate revenues and create jobs.

Detail your go-to-market strategy: will you sell your product directly? Distribution channels? On the internet?

P&L forecast: Provide information on why this forecast is realistic and on why you think you will reach it.

Include graphs withthe company'sfundingrequirements andthe milestonesreached with it

How do you plan toco-fund the 30% ofthe SME Instrumentgrant?

2. IMPACT (50%)

What kind of IP applies to theproduct/ service?

Highlight the conclusions of yourFreedom to Operate analysis

Standard certifications: describewhy are you confident that youwill receive the certification

Make sure that you conduct anFTO; do not write you will onlydo it in Phase 2

2. IMPACT (50%) Identify the key events in your target market

where you will showcase your product / service

Specify the communication means to promote the project and its results during the time span of the project (for instance – company website, participation in conferences and International events, etc.)

Consider different audiences in your communication strategy.

Have a clear marketing message per each target audience.

Grantees have the right to opt-out, but need to say why: Privacy, IP rights & jeopardy for project’s objective.

2. IMPACT (50%)

2. IMPACT (50%)

OVERALL PERCEPTION

If I was an evaluator I would finally ask myself:

Will the propose innovation create substantial demand?

2. IMPLEMENTATION(25%) I. Cover Page

II. Executive Summary (1-page maximum)

III. Content

I. Excellence

I. Challenge and solution

II. Approach

II. Impact

I. Entering the market

II. Business model

III. Financing

IV. IPR

V. Communication and

Access to research data

III. Implementation

I. TEAM

II. Workplan

III. Resources

3. Implementation (25%)

www.access4smes.eu

http://ec.europa.eu/research/participants/data/ref/h2020/wp/2018-2020/main/h2020-wp1820-eic_en.pdf

TEAM

WP, deliverables, milestones,

risks

RESOURCES

3. Implementation (25%)

www.access4smes.eu

TEAM

Provide further information on your company and its operational capacity in

Section 4!

Name Education Experience Achievements Role within the company Role within the project

One paragraph/person: Organization Chart:

3. Implementation (25%)

www.access4smes.eu

This section is not covered by the page limit!

*4. COMPANY (or members of the Consortium)

Company CVs Relevant products, services,

achievements

Significant infrastructure,

technical equipment

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

Deliverables

WP1 WP2 WP3 WP4

Milestones

PROJECT

Phase1

COHERENCE!

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

PHASE 1

Task x.n, x.n+1… Brief description of the

task. Person in charge Months that the task

will take

Align with Excellence

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

PHASE 2

- Overall structure of the Work Plan:

Align with Impact

Realistic time frame Overcome barriers Number of WP

proportionate Distinct WP:

Management Commercialisation

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

PHASE 2

- A description of each work package:

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

PHASE 2

- List of major deliverables:

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

PHASE 2

- List of milestones:

3. Implementation (25%)

www.access4smes.eu

WP, deliverables, milestones, risks

PHASE 2

- Include a table with critical risks identified and mitigating actions:

Align with Impact - Barriers

3. Implementation (25%)

www.access4smes.eu

RESOURCES

PHASE 1

No modification is possible!

3. Implementation (25%)

www.access4smes.eu

RESOURCES

PHASE 2

- Number of person months required:

3. Implementation (25%)

www.access4smes.eu

RESOURCES

PHASE 2

- Table showing “other direct costs” (travel, equipment, infrastructure, goods and services)

Subcontract should not be a disproportionate part of the total estimated eligible costs

“BEST VALUE-FOR-MONEY”

3. Implementation (25%)

OVERALL PERCEPTION

If I was an evaluator I would finally ask myself: does the applying SME have the

capacity to carry out the project?

More information: www.empowa.eu

15:00 – 15:05 Welcome

15:05 – 15:15 Introduction to SMEI Opportunities for Women Entrepreneurs

David Rovirosa, Manager of European Business Innovation Projects, ACCIÓ.

15:15 – 15:45 SMEI Application form. How to write a competitive proposal

Impact – Excellence – Implementation

Riánsares López; Jennifer Ruiz; Carla Ruiz, H2020 advisor,

European Business Innovation Projects, ACCIÓ

15:45 – 16:30 Business essentials keynote

How to define a Business Model. The Business Model Canvas tool.

Álvaro Tapia, ACCIÓ.

16:30 – 17:00 Success stories

3DU Engineering Solutions. Agnes Rosell, CEO

Ehealth Technical Solutions. Eva Garcia Ramos, CEO

AGENDA