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Prof.Dr.Ing. David Luigi FUSCHI
Table of contents
 The context
 Opportunities
 The approach
 Recommendations
Section 1
The challenge we face
 We live in a globalised world
 Resources are getting scarcer by the day
 Social Corporate Responsibility is no more
an option, but rather a must
 Networkig, Education and Research are
the only way forwards
Robert Goatham, "What is Project Success?", Feb 21st, 2013 by admin.
http://calleam.com/WTPF/?p=3501
What defines a success
Section 2
Funding
Bodies
Industry
supported
research
Strategy
InterestsStrengths
Funding
Opportunities
The process
 Identify areas of own interest
 Deeply analyse own strengths and
weaknesses
 Identify potential competitors
 Identify potential partners / allies
 Look for gaps in the domain
 Focus on the gaps
The process
 Generate a database of funding bodies
 Subscribe alert services related to
funding opportunities
 Periodically interact with available
contacts in the funding bodies to explore
potential opportunities
 Provide advice and support to funding
bodies strategy definition
The process
 Create, update and share a listing of
opportunities for internal consumption
 Map current research activities and
interests at individual level
 Address suitable opportunities to the
individual level
Section 3
Contract
Project life cycle
Definition
• Business
needs
• Deliverables
• Project
boundaries
• Success
criteria
Proposal
• Scope
• Milestones
• Budget
• Risks
• Team
Planning
• Implementation
• Training
• Integration
• Budget
• Critical path
Execution
• Development
• Testing
• Training
• Monitoring
• Adjusting
Phase-out
• Go-live
• Turnover to
support
• Reassign
• Improve
• Maintenance
Charter
approved
Proposal
approved
System
manual
Hand-out
approved
Plan
approved
Business Technical
Business
Needs
Project life cycle
Definition
Proposal
PlanningExecution
Phase-out
Analyse
Plan
Execute
Project life cycle
Definition Proposal Planning Execution Phase-out
Definition Proposal Planning Execution Phase-out
Overall personnel effort
Definition Proposal
Project n
Project n+1
Project n+2
Planning
 Carefully select the ideas to be
developed
 Identify the needed partners/resources
 Identify the target funding
institution/programme
 Brainstorm with core partners
 Carefully assess achieved results and
their possible impact
Design
 Carefully select the partnership
 Assign clear roles and responsibilities in
the process
 Study carefully the call/tender
 Analyse the pros and cons
 Make a “go”/“no-go” decision so as to
invest in the preparation
Development
 Access the call/tender templates/tools
and familiarise staff with them
 Survey the State-of-the-Art (SoA)
 Prepare a coherent Work Break Down
Structure (WBS)
 Evaluate the budget based on prior
experience and sound advice re costing
 Plan the deployment in detail
 Make simple control-checklists
Deployment
 Fill in the required forms
 Clearly present objectives and outcomes
 Set out the SoA and the progress
planned in the proposal
 Describe carefully the activities to be
performed and related resources
 Provide clear indication on how
outcomes will then be exploited
Follow-up
 Be ready to negotiate and accommodate
(when possible) requests coming from
partners
 Ask for clear explanations and
convincing rationale for each major
change requested
 Keep track of changes
Finalisation
 Close the writing early enough to have
time to revise the text
 Check carefully the spelling,
punctuations and formatting
 Save frequently and keep track of the
versioning
 Submit on time (better early than late)
Section 4
Recommendations (I)
 Create a database of contacts for the
identification of potential Partners
classified per:
 Nature (NGO, Universities, PA, Industry,
SMEs, etc.)
 Domain of expertise
 Kind of contact
 Person & role (decisional, operative, etc.)
 Responsiveness
Recommendations (II)
 Create a database of prior projects
holding:
 Description of the concept
 Proposal & DoW
 Deliverables
 Partnership
 Results & achievements
 Lessons learned
 Performances (HR, financial, etc.)
Recommendations (III)
 Create a database of prior proposals
holding:
 Description of the concept
 Partnership
 Evaluation results
 Analysis of strong/weak points
 Reference material (SotA, literature, etc.)
 Proposal text & annexes
Questions?

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Observing horizons for smarter business

  • 2. Table of contents  The context  Opportunities  The approach  Recommendations
  • 4. The challenge we face  We live in a globalised world  Resources are getting scarcer by the day  Social Corporate Responsibility is no more an option, but rather a must  Networkig, Education and Research are the only way forwards
  • 5. Robert Goatham, "What is Project Success?", Feb 21st, 2013 by admin. http://calleam.com/WTPF/?p=3501 What defines a success
  • 8. The process  Identify areas of own interest  Deeply analyse own strengths and weaknesses  Identify potential competitors  Identify potential partners / allies  Look for gaps in the domain  Focus on the gaps
  • 9. The process  Generate a database of funding bodies  Subscribe alert services related to funding opportunities  Periodically interact with available contacts in the funding bodies to explore potential opportunities  Provide advice and support to funding bodies strategy definition
  • 10. The process  Create, update and share a listing of opportunities for internal consumption  Map current research activities and interests at individual level  Address suitable opportunities to the individual level
  • 12. Contract Project life cycle Definition • Business needs • Deliverables • Project boundaries • Success criteria Proposal • Scope • Milestones • Budget • Risks • Team Planning • Implementation • Training • Integration • Budget • Critical path Execution • Development • Testing • Training • Monitoring • Adjusting Phase-out • Go-live • Turnover to support • Reassign • Improve • Maintenance Charter approved Proposal approved System manual Hand-out approved Plan approved Business Technical Business Needs
  • 14. Project life cycle Definition Proposal Planning Execution Phase-out Definition Proposal Planning Execution Phase-out Overall personnel effort Definition Proposal Project n Project n+1 Project n+2
  • 15. Planning  Carefully select the ideas to be developed  Identify the needed partners/resources  Identify the target funding institution/programme  Brainstorm with core partners  Carefully assess achieved results and their possible impact
  • 16. Design  Carefully select the partnership  Assign clear roles and responsibilities in the process  Study carefully the call/tender  Analyse the pros and cons  Make a “go”/“no-go” decision so as to invest in the preparation
  • 17. Development  Access the call/tender templates/tools and familiarise staff with them  Survey the State-of-the-Art (SoA)  Prepare a coherent Work Break Down Structure (WBS)  Evaluate the budget based on prior experience and sound advice re costing  Plan the deployment in detail  Make simple control-checklists
  • 18. Deployment  Fill in the required forms  Clearly present objectives and outcomes  Set out the SoA and the progress planned in the proposal  Describe carefully the activities to be performed and related resources  Provide clear indication on how outcomes will then be exploited
  • 19. Follow-up  Be ready to negotiate and accommodate (when possible) requests coming from partners  Ask for clear explanations and convincing rationale for each major change requested  Keep track of changes
  • 20. Finalisation  Close the writing early enough to have time to revise the text  Check carefully the spelling, punctuations and formatting  Save frequently and keep track of the versioning  Submit on time (better early than late)
  • 22. Recommendations (I)  Create a database of contacts for the identification of potential Partners classified per:  Nature (NGO, Universities, PA, Industry, SMEs, etc.)  Domain of expertise  Kind of contact  Person & role (decisional, operative, etc.)  Responsiveness
  • 23. Recommendations (II)  Create a database of prior projects holding:  Description of the concept  Proposal & DoW  Deliverables  Partnership  Results & achievements  Lessons learned  Performances (HR, financial, etc.)
  • 24. Recommendations (III)  Create a database of prior proposals holding:  Description of the concept  Partnership  Evaluation results  Analysis of strong/weak points  Reference material (SotA, literature, etc.)  Proposal text & annexes