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Susan Suttle ā€“ KTA (Liverpool, East Lancs & Salford)
Joanne Summers ā€“ Knowledge Exchange Officer, University of Manchester
Establishing and Funding
Knowledge Transfer Partnerships
Agenda
Susan Suttle, KTN
ā€¢ Introduction to Knowledge Transfer Partnerships
ā€¢ Considerations; Business Cost & HEI Income, Partner Benefits,
Pre-Award Process
ā€¢ Business Eligibility, Project Criteria and Assessment
ā€¢ KTP Proposal & Workplan
ā€¢ Management KTPs
Joanne Summers, University of Manchester
Identifying KTP opportunities for the Business School, UoM
Perspective
ā€¢ Drivers for engagement
ā€¢ KTP at UoM
ā€¢ Typical KTP Projects
ā€¢ Approaches to KE and Tips on Engagement
Q&A Session
Knowledge Base KTP
Office
KTP Knowledge Base KTP
Office
KTP
University of Coventry Y 8 University of Leicester Y 5
University of Cumbria Y 0 Leeds Beckett University Y 3
University of Derby Y 8 University of Manchester Y 42
Liverpool Hope University 1 MMU Y 27
University of Huddersfield Y 13 Newcastle University Y 13
University of Hull Y 5 Northumbria University Y 11
Keele University 1 The Open University Y 1
Kingston University Y 2 University of Salford Y 10
Lancaster University Y 7 UCLAN Y 2
Strathclyde University Y 26
Welcome!
KTP Funders
UK Research
and
Innovation
External Co-
funders
What are they?
Not just another grant.
Creates and embeds new capabilities into businesses
so they can achieve their strategic objectives ,
transform their business and deliver
substantial financial returns
KTP Video ā€“ Parker Hannifen (4 mins)
3-way partnership
Business
Strategic plans for growth
Knowledge Base
Specialist Knowledge
& Expertise
Associate
Project Manager
Key Features
Projects
12 - 36
Months
Funding
67% SME
50% Large
Any
Business
Any Size
Company
driven
partnership
with an
academic
team
Apply
knowledge
Deliver new
capabilities
Joint
selection of
Associate -
Recent
Graduate
Associate
based at
business,
employed
by the HEI
Joint
Supervision
Associates
often go on
to be
employed
by Business
Academic
time
10%
105
Knowledge Base
partners
Up to
Ā£8for every
Ā£1 weā€™ve
invested
Ā£218m
Of all UKRI projects
5.5%
Up to
Ā£1.7bnin added value
to the economy
Current investment in KTP
Industry match
funding in KTP
Ā£82m
798Businesses
838Associate Places
549 currently in
post
Innovate,
Co-funders
& Industry
(2015 to date)
Figures to mid March 2019
KTP Annual Report 2018-2019
Management
Productivity
KTP/s
Ā£25m
New 2019
5 Year Grant
50-2019
CORE GRANT: 350-400 Projects
18/19 KTP Overview
Applications 2018/19
Recommended for Funding 332
Not Supported 46
Total Applications 378
Success rate 87.8%
Quality threshold 65%
0
20
40
60
80
18_19
R118_19
R218_19
R318_19
R418_19
R518_19
R6
18/19 Applications
Supported Not Supported
600
650
700
750
800
850
900
December
February
Apr-15
June
August
October
December
February
Apr-16
June
August
October
December
February
Apr-17
June
August
October
December
February
Apr-18
June
August
October
December
February
11th Dec
2019
5th Feb 2020 1st Apr
2020
24th July
2019
2nd Oct
2019
KTP Competitions
KTP Budget and Business Contribution
KTP Budget (per annum)
Associate Salary - Ā£35k / Ā£45k
(Inclusive of on-costs of employment)
Ā£35k -
Ā£45k
Graduate Development - Ā£2,000
Travel - Ā£2,250
Equipment - Ā£1,500
Ā£5,750
KB Supervisor - Ā½ day
Overhead (Variable - Ā£30-Ā£40k)
NB - Additional estates charge if
necessary
~ Ā£35k
Total Package worth Ā£75 - Ā£85k
Cost to Business
SME - 67% Grant Support Ā£25-
Ā£28K
Large Company 50% Grant
Support
Ā£37-
Ā£42k
Calculate your own costs!
ā€¢Creates and embeds new capabilities into businesses so they can achieve their strategic
objectives, transform their business and deliver substantial financial returns
Company
ā€¢Industry experience, High level support from KB
ā€¢Personal and professional development budget
ā€¢Competitive Salary
ā€¢Potential permanent Job post KTP
KTP Associate
ā€¢ Develop Strategic relationship with a business
ā€¢ Research Income
ā€¢ Apply your research expertise to real world business problems - New research
themes (Commercial relevance)
ā€¢ Provide evidence of impact from your research that could contribute to REF
ā€¢ Postgraduate and undergraduates student projects
ā€¢ Higher Degree Registrations
ā€¢ Published papers, IP Exploitation. Further collaboration
Academic/KB
KTP Benefits
The Process
General Business Eligibility
ā€¢ UK Based, registered at Companies House (PLC, Ltd, LLP, Charity).
ā€“ NOT Public Sector.
ā€¢ Any Size - but sufficient size to embed and exploit the Knowledge Transfer.
Financial strength ā€“ how good is good enough?
Demonstrate it can afford:
ā€¢ Its share of the budget costs
ā€¢ The additional project related costs
ā€¢ The commercialization costs ā€“ ie to bring the KTP outcomes to market (eg
cap ex / additional staff / securing IP / marketing costs)
Accounts ASAP!
KTP Project Criteria & Assessment
ā€¢ Strategic relevance to the business
ā€¢ Demonstrably innovative with legacy going forward; result in culture change
ā€¢ Sound business case, delivering high impact / wealth creation
ā€¢ Clear need for the knowledge base input and clear knowledge transfer AND embedding
ā€¢ Challenges the company to do something different; Stimulating and challenging for the
academic team; Intellectually challenging for Associate
ā€¢ Project could not be delivered using consultants or off-the-shelf solutions
ā€¢ The outcomes/benefits would not occur without the KTP
ā€¢ The potential benefits will be likely to accrue both during
AND after the KTP project
Fulfilling these criteria = coherent proposal
Impact
Innovation
Challenge
Cohesiveness
Application form & workplan
KTP Assessment and Scoring Criteria
40 marks - Equal Weighting
Fit with criteria - score above Quality Threshold
The KTP Proposal & workplan
Different to a Research Council Application
Not only specify Objectivesbut How achieve them
Break down steps;
ā€¢ What going to be done
ā€¢ How going to be done
ā€¢ When going to be done
ā€¢ What expected outputs going to be -
Relate to Business Case (Strategy & ROI)
Productivity = Tangible Effect (Ā£)
How academically Challenging (publications, papers, projects,
Teaching)
To improve business
performance
through boosting
management
capability
Suitable for low
productivity companies
(primarily SMEs) where
streamlining processes
can deliver real
improvement (Measure
- ONS calculator)
Ā£25m (BEIS) over 5
years - 50 Projects
this Year
To improve competitiveness and productivity
through better use of knowledge, technology &
skills
Spotlight on Management Productivity KTPā€™s:
Strategic &
operational
management
Employee
relations
Organisational
Psychology
Marketing Accounting Finance Logistics
STRATEGY
INNOVATION
CHANGE
Management & Productivity KTPā€™s
Demonstrate a clear strategic step,
addressing major company challenge
ā€¢ What management skills & capability is
being addressed
ā€¢ Focus academic challenge on implementing
change (not just identifying needs)
ā€¢ How the change will enable the company to
perform better in the market place
ā€¢ How productivity gains will impact the business
Normal Criteria+
Business Leadership Skills
Management & Productivity KTPā€™s
Ć¼ Monitoring, target setting
Ć¼ Communications and motivation
Ć¼ Organisation, resource planning
strategic thinking
Ć¼ Problem-solving & decision
making
Ć¼ Commercial awareness
Ć¼ Coaching & mentoring
ā€œTo deliver business
change, should also address
business leadership skillsā€
Web links & Resources
http://ktp.innovateuk.org/ - includes funding criteria
ONS (Office for National Statistics) How productive is you business tool
https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/labourproductivit
y/articles/howproductiveisyourbusiness/2018-07-06
About KTP, links to information, KB contacts and KTAā€™s;
https://ktn-uk.co.uk/programmes/knowledge-transfer-partnerships
https://www.gov.uk/guidance/knowledge-transfer-partnerships-what-they-are-and-
how-to-apply
Joanne Summers, University of
Manchester
Identifying KTP opportunities for
the Business School

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Susan suttle

  • 1. Susan Suttle ā€“ KTA (Liverpool, East Lancs & Salford) Joanne Summers ā€“ Knowledge Exchange Officer, University of Manchester Establishing and Funding Knowledge Transfer Partnerships
  • 2. Agenda Susan Suttle, KTN ā€¢ Introduction to Knowledge Transfer Partnerships ā€¢ Considerations; Business Cost & HEI Income, Partner Benefits, Pre-Award Process ā€¢ Business Eligibility, Project Criteria and Assessment ā€¢ KTP Proposal & Workplan ā€¢ Management KTPs Joanne Summers, University of Manchester Identifying KTP opportunities for the Business School, UoM Perspective ā€¢ Drivers for engagement ā€¢ KTP at UoM ā€¢ Typical KTP Projects ā€¢ Approaches to KE and Tips on Engagement Q&A Session
  • 3. Knowledge Base KTP Office KTP Knowledge Base KTP Office KTP University of Coventry Y 8 University of Leicester Y 5 University of Cumbria Y 0 Leeds Beckett University Y 3 University of Derby Y 8 University of Manchester Y 42 Liverpool Hope University 1 MMU Y 27 University of Huddersfield Y 13 Newcastle University Y 13 University of Hull Y 5 Northumbria University Y 11 Keele University 1 The Open University Y 1 Kingston University Y 2 University of Salford Y 10 Lancaster University Y 7 UCLAN Y 2 Strathclyde University Y 26 Welcome!
  • 5. What are they? Not just another grant. Creates and embeds new capabilities into businesses so they can achieve their strategic objectives , transform their business and deliver substantial financial returns KTP Video ā€“ Parker Hannifen (4 mins) 3-way partnership Business Strategic plans for growth Knowledge Base Specialist Knowledge & Expertise Associate Project Manager
  • 6. Key Features Projects 12 - 36 Months Funding 67% SME 50% Large Any Business Any Size Company driven partnership with an academic team Apply knowledge Deliver new capabilities Joint selection of Associate - Recent Graduate Associate based at business, employed by the HEI Joint Supervision Associates often go on to be employed by Business Academic time 10%
  • 7. 105 Knowledge Base partners Up to Ā£8for every Ā£1 weā€™ve invested Ā£218m Of all UKRI projects 5.5% Up to Ā£1.7bnin added value to the economy Current investment in KTP Industry match funding in KTP Ā£82m 798Businesses 838Associate Places 549 currently in post Innovate, Co-funders & Industry (2015 to date) Figures to mid March 2019 KTP Annual Report 2018-2019 Management Productivity KTP/s Ā£25m New 2019 5 Year Grant 50-2019 CORE GRANT: 350-400 Projects
  • 8. 18/19 KTP Overview Applications 2018/19 Recommended for Funding 332 Not Supported 46 Total Applications 378 Success rate 87.8% Quality threshold 65% 0 20 40 60 80 18_19 R118_19 R218_19 R318_19 R418_19 R518_19 R6 18/19 Applications Supported Not Supported 600 650 700 750 800 850 900 December February Apr-15 June August October December February Apr-16 June August October December February Apr-17 June August October December February Apr-18 June August October December February
  • 9. 11th Dec 2019 5th Feb 2020 1st Apr 2020 24th July 2019 2nd Oct 2019 KTP Competitions
  • 10. KTP Budget and Business Contribution KTP Budget (per annum) Associate Salary - Ā£35k / Ā£45k (Inclusive of on-costs of employment) Ā£35k - Ā£45k Graduate Development - Ā£2,000 Travel - Ā£2,250 Equipment - Ā£1,500 Ā£5,750 KB Supervisor - Ā½ day Overhead (Variable - Ā£30-Ā£40k) NB - Additional estates charge if necessary ~ Ā£35k Total Package worth Ā£75 - Ā£85k Cost to Business SME - 67% Grant Support Ā£25- Ā£28K Large Company 50% Grant Support Ā£37- Ā£42k Calculate your own costs!
  • 11. ā€¢Creates and embeds new capabilities into businesses so they can achieve their strategic objectives, transform their business and deliver substantial financial returns Company ā€¢Industry experience, High level support from KB ā€¢Personal and professional development budget ā€¢Competitive Salary ā€¢Potential permanent Job post KTP KTP Associate ā€¢ Develop Strategic relationship with a business ā€¢ Research Income ā€¢ Apply your research expertise to real world business problems - New research themes (Commercial relevance) ā€¢ Provide evidence of impact from your research that could contribute to REF ā€¢ Postgraduate and undergraduates student projects ā€¢ Higher Degree Registrations ā€¢ Published papers, IP Exploitation. Further collaboration Academic/KB KTP Benefits
  • 13. General Business Eligibility ā€¢ UK Based, registered at Companies House (PLC, Ltd, LLP, Charity). ā€“ NOT Public Sector. ā€¢ Any Size - but sufficient size to embed and exploit the Knowledge Transfer. Financial strength ā€“ how good is good enough? Demonstrate it can afford: ā€¢ Its share of the budget costs ā€¢ The additional project related costs ā€¢ The commercialization costs ā€“ ie to bring the KTP outcomes to market (eg cap ex / additional staff / securing IP / marketing costs) Accounts ASAP!
  • 14. KTP Project Criteria & Assessment ā€¢ Strategic relevance to the business ā€¢ Demonstrably innovative with legacy going forward; result in culture change ā€¢ Sound business case, delivering high impact / wealth creation ā€¢ Clear need for the knowledge base input and clear knowledge transfer AND embedding ā€¢ Challenges the company to do something different; Stimulating and challenging for the academic team; Intellectually challenging for Associate ā€¢ Project could not be delivered using consultants or off-the-shelf solutions ā€¢ The outcomes/benefits would not occur without the KTP ā€¢ The potential benefits will be likely to accrue both during AND after the KTP project Fulfilling these criteria = coherent proposal
  • 15. Impact Innovation Challenge Cohesiveness Application form & workplan KTP Assessment and Scoring Criteria 40 marks - Equal Weighting Fit with criteria - score above Quality Threshold
  • 16. The KTP Proposal & workplan Different to a Research Council Application Not only specify Objectivesbut How achieve them Break down steps; ā€¢ What going to be done ā€¢ How going to be done ā€¢ When going to be done ā€¢ What expected outputs going to be - Relate to Business Case (Strategy & ROI) Productivity = Tangible Effect (Ā£) How academically Challenging (publications, papers, projects, Teaching)
  • 17. To improve business performance through boosting management capability Suitable for low productivity companies (primarily SMEs) where streamlining processes can deliver real improvement (Measure - ONS calculator) Ā£25m (BEIS) over 5 years - 50 Projects this Year To improve competitiveness and productivity through better use of knowledge, technology & skills Spotlight on Management Productivity KTPā€™s: Strategic & operational management Employee relations Organisational Psychology Marketing Accounting Finance Logistics
  • 18. STRATEGY INNOVATION CHANGE Management & Productivity KTPā€™s Demonstrate a clear strategic step, addressing major company challenge ā€¢ What management skills & capability is being addressed ā€¢ Focus academic challenge on implementing change (not just identifying needs) ā€¢ How the change will enable the company to perform better in the market place ā€¢ How productivity gains will impact the business Normal Criteria+
  • 19. Business Leadership Skills Management & Productivity KTPā€™s Ć¼ Monitoring, target setting Ć¼ Communications and motivation Ć¼ Organisation, resource planning strategic thinking Ć¼ Problem-solving & decision making Ć¼ Commercial awareness Ć¼ Coaching & mentoring ā€œTo deliver business change, should also address business leadership skillsā€
  • 20. Web links & Resources http://ktp.innovateuk.org/ - includes funding criteria ONS (Office for National Statistics) How productive is you business tool https://www.ons.gov.uk/employmentandlabourmarket/peopleinwork/labourproductivit y/articles/howproductiveisyourbusiness/2018-07-06 About KTP, links to information, KB contacts and KTAā€™s; https://ktn-uk.co.uk/programmes/knowledge-transfer-partnerships https://www.gov.uk/guidance/knowledge-transfer-partnerships-what-they-are-and- how-to-apply
  • 21. Joanne Summers, University of Manchester Identifying KTP opportunities for the Business School