1. Transregional Workshop – Sofia, October 30, 2008 R4R Tools and Methodologies

2. Sofia, 30/11/2008 Background: OMC - The Open Method of Coordination OMC is the governance tool, agreed between Member States in Lisbon, to ensure satisfactory progress in policy areas which are primarily of Member State competence. –Guidelines +timetables to reach goals –Indicators and benchmarks –National and Regional policies –Monitoring, evaluation and peer review

3. Sofia, 30/11/2008 Background: CREST – The Scientific and Technical Research Committee CREST is an advisory body whose function is to assist the Council and the Commission in performing the tasks incumbent on them in the sphere of RTD. Asked to act as an operational interface to define and oversee the implementation of the open method of co-ordination(OMC) in respect of the Barcelona Objective (3% of GDP for R&D in 2010)

4. Sofia, 30/11/2008 R4R: The Objective To identify and catalog Best Practices in Knowledge Transfer To promote and initiate transregional adoption of Best Practices To create a sustainable European Platform for the exchange and mutual learning about Knowledge Transfer

5. Sofia, 30/11/2008 R4R Work Structure

6. Sofia, 30/11/2008 R4R: From theory to practice A toolkit for BP description and catalog Building application scenarios for transfer Implementation of BP Transfer Processes

7. Sofia, 30/11/2008 A toolkit for Best Practice Description and catalog The R4R Template The KT Assessment Matrix The Classification Table All based on CREST reports and recommendations

8. Sofia, 30/11/2008 The R4R Template A tool to collect structured information about KT Best Practices Part I: General Information –Introduction –Analysis Part II: Quantitative indicators –Input, Output, Impact Part III: Critical Success Factors - for the Assessment Matrix

9. Sofia, 30/11/2008 The KT Assessment Matrix A tool for Best Practice Benchmarking Collection in Database Format of all the BPs and their main features –From description..... –Through SWOT.... –and Minimum Transferability conditions –to Success Factors

10. Sofia, 30/11/2008 The BP Classification Table CREST-based typology Organizational entities –University-Research Centres –Open Innovation –Industry Fostering linkages Stimulating private sector participation

11. Sofia, 30/11/2008 Building Scenarios Detailed analysis of critical success factors – to understand which cases can eventually be adopted like models in other specific contexts. Elaboration of Transferability scenarios –for each CREST category, identification of a reference model and conditions to be checked for transferability from one region to one other

12. Sofia, 30/11/2008 The Implementation Phase (i) All R4R Partners involved in real BP transfer processes. Each region has selected at least one BP to receive A structured procedure for interaction between “giving” and “receiving” regions

13. Sofia, 30/11/2008 The Implementation Phase (ii) A common but adaptable methodology –Defining the objectives –6-month plan –Working groups with experts and stakeholders –Study visits –A collaboration protocole and, if possible, a cooperation agreement

14. Sofia, 30/11/2008 A sustainable effort Formal end of project at end of 2008 Presentation of results: R4R Conference in Brussels, December 11, 2008 An action plan for 2009-2010 A permanent R4R platform/Network

15. Sofia, 30/11/2008 Thank you for your attention! Stockholm Region Office Luis Ballester luis.ballester@stockholmregion.org