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Partnership Satisfaction & Impact Survey



                                   FITT
     – Fostering Interregional Exchange in ICT Technology Transfer –



                                     www.FITT-for-Innovation.eu
     Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
Partnership Management


  Partnership management is essential to assure the best relationship and cooperation,
  business or research, between TTO’s and industrial partners.

  Relationship Management with partners and customers enables to:

       • Have more efficient exploitation of the research results

       • Create mutual trust, long-lasting and positive relationships

       • Pave the way for future transfer opportunities

  Successful partnership management brings mutual benefits:

      • Identify opportunities

      • Stay aligned to market needs/expectations

      • Identify & solve specific problems


2 |                         Partnership Satisfaction & Impact Survey
Partnership Management


 This practice is supported by three main pillars:



                                               Partners and
                                                  clients
                                               Satisfaction
                                                  survey
                     Partnership                                         Impact
                     Agreement                                         Assessment


                                              Partnership
                                              Management




3 |                         Partnership Satisfaction & Impact Survey
The satisfaction survey

          Satisfaction survey is a tool that shows how the Public Research Organization
                                 is perceived by clients and partners
  Satisfaction survey impacts the organization at different levels:
         The organization’s culture

         The internal processes

  The main objective is to identify sources of dissatisfaction and to initiate improvement
  actions with specific indicators that allow a close follow-up.

Hints:

  Conducting a “mirror” survey is strongly recommended to compare the perception of
  partners’ satisfaction with the staff’s point of view Identify the gap between internal
  and external perception and initiate actions to reduce it

  Outsourcing the survey could overcome impartiality issues


 4 |                           Partnership Satisfaction & Impact Survey
The satisfaction survey process

 The survey process:




 1. Select indicators according to what you want to measure and your objectives
    assure the follow-up of the indicators over time
 2. Prepare the questionnaire according to the communication channel and reduce the
    bias
 3. Segment your clients and partners before picking up the sample     All the relationship
    with them must be closed at the start of the survey
 4. Run the survey by phone (for instance) complemented with face to face interviews
    with clients and partners expressing a high degree of dissatisfaction
 5. Process the qualitative and quantitative data, stress strengths and suggest
    improvements
 6. Disseminate result across the organization
5 |                      Partnership Satisfaction & Impact Survey
The impact of research results


      Impact assessment is a tool to enable an in-depth evaluation of impact of public
       research and transfer activities on economic, environmental and social fields.

   Impact Assessment is a “tricky” practice to put in place due to the choice of the
  relevant indicators

  A long time span is very often required to assess the impact of the research results to
  be considered as reliable: more than 5 years in most cases

  It is difficult to isolate the impact of a transferred result from other organizational
  activities, decisions, etc.

  The impact of the results must only be assessed after their transfer




6 |                        Partnership Satisfaction & Impact Survey
Impact survey: some indicators


        Category of impacts                                       Example of indicators
Impact on economy, technology and  •              Product/Service/Process/ Creation/Improvement
  commercialization                •              Cost-savings
                                   •              Research Methods Creation/Improvement
                                   •              Patent Applications
Impact on knowledge, expertise and •              Expertise strengthening
  human capital                    •              Research Methods Improvement
                                   •              Scientific Impacts: scientific publications, conference
                                                  and seminar presentation
Impact on networking and social •                 Network creation
  capital                            •            Domestic networks, Global networks
                                     •            Organizational and social innovations
Impact on decision making and public •            Participation in legislative and strategic planning
  discourse                          •            Norms, Regulation and standards
Impact on social and physical •                   Material/Resources and/or Energy Consumption
  environment                                     Reduction
                                     •            Regional development and growth Promotion
                                     •            Safety Promotion



7 |                       Partnership Satisfaction & Impact Survey
Stakeholders

  Satisfaction survey:
      Quality service (2 full-time persons)        Coordinate the survey, present the results to the staff, recommend
      and engage actions
      Top and middle Management      Communicate the results inside the five CRP Henri Tudor’s departments.
      Disseminate the results among the research teams
      CRP Henri Tudor’s Board of directors           Presentation of the results and recommendations
      Partners and clients    feedback on the survey results and the actions engaged


  Impact assessment:
      Project management office (1 part-time person)               Define the process and coordinate the related activities
  Other potential stakeholders:
      Governmental organisms : Ministry of the high education and the research, Ministry of the economy and the
      Research National Fund (FNR)     Set the performance contract terms as a function of impact achievements




8 |                               Partnership Satisfaction & Impact Survey
PRO’s & CON’s

                             PROs                                                                    CONs



  • Remain aligned with the clients/partners and market                       • Satisfaction indicators are in most cases too
      expectations                                                             global do not providing specific feedback to
  • Engage the organization in a constant self-                                the teams or individuals
      improvement process                                                     • These practices impact the culture and
  • Assess the impact of the transferred results                               process of the whole organization Big
      Realize the real value of the PRO in its region or                       changes require to be managed carefully
      country




9 |                                Partnership Satisfaction & Impact Survey
Rationale


Use the Satisfaction survey if :

        Your clients’ and partners’ satisfaction is part of your mission or objectives

        You mainly provide solutions to real problems and need feedbacks from the market, clients or partners

        You assess the performance of your organization in a key performance indicators (KPI) basis

        You are ISO 9001 certified and you have to fulfill the quality requirements



Use the Impact assessment if:

        You have to express before your stakeholders how valuable your organization is for your region/country

        You want to assess the real performance of the organization and its alignment with its mission




10 |                               Partnership Satisfaction & Impact Survey
Outcomes


  Evaluation of the real contribution of the satisfaction survey requires a longer time horizon   at
  the current state it is too early to claim their real contributions of this practice



  Impact Assessment of the transferred research results has not been successfully implemented yet
  (at CRP Henri Tudor)   Rethinking in progress




             Partnership management requires time to see
            tangible results: start the process, monitor it and
                          above all…be patient



11 |                        Partnership Satisfaction & Impact Survey
Lessons Learned


  Satisfaction survey

       Clients and partners segmentation is paramount to be successful in the evaluation of their
       satisfaction

       Tracking the clients and partners satisfaction over time is critical to evaluate the evolution of
       organization’s performance and the relevance of the actions engaged

       Selection of the right impact and satisfaction indicators are critical to have reliable
       assessments       take into account your organization's objectives

  Impact Assessment

       Research results Impact Assessment is a “tricky” practice to put in place get active advice
       and support from the organizations having already succeeded to implement it

       Impact surveys conducted too early create frustration and not reliable results: > 5 years in
       average




12 |                         Partnership Satisfaction & Impact Survey
Suggested Readings

   Link to bibliography
       “Responsible Partnering. Joining Forces in a World of Open Innovation. A Guide to Better Practices for
       Collaborative Research and Knowledge Transfer between Science and Industry” - Guidelines published by
       European University Association, European Association of Research and Technology Organizations,
       European Industrial Research Management Association, ProTon Europe

       “University-Industry Research Relations in the United States” - by Bronwyn H. Hall



   Link to relevant websites
       http://www.innovation.gov.uk/lambertagreements/

       http://www.industrie.gouv.fr/guidepropintel/outils_contractuels/contrat_de_consortium.htm




13 |                         Partnership Satisfaction & Impact Survey

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FITT Toolbox: Partnership Satisfaction Impact Survey

  • 1. Partnership Satisfaction & Impact Survey FITT – Fostering Interregional Exchange in ICT Technology Transfer – www.FITT-for-Innovation.eu Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
  • 2. Partnership Management Partnership management is essential to assure the best relationship and cooperation, business or research, between TTO’s and industrial partners. Relationship Management with partners and customers enables to: • Have more efficient exploitation of the research results • Create mutual trust, long-lasting and positive relationships • Pave the way for future transfer opportunities Successful partnership management brings mutual benefits: • Identify opportunities • Stay aligned to market needs/expectations • Identify & solve specific problems 2 | Partnership Satisfaction & Impact Survey
  • 3. Partnership Management This practice is supported by three main pillars: Partners and clients Satisfaction survey Partnership Impact Agreement Assessment Partnership Management 3 | Partnership Satisfaction & Impact Survey
  • 4. The satisfaction survey Satisfaction survey is a tool that shows how the Public Research Organization is perceived by clients and partners Satisfaction survey impacts the organization at different levels: The organization’s culture The internal processes The main objective is to identify sources of dissatisfaction and to initiate improvement actions with specific indicators that allow a close follow-up. Hints: Conducting a “mirror” survey is strongly recommended to compare the perception of partners’ satisfaction with the staff’s point of view Identify the gap between internal and external perception and initiate actions to reduce it Outsourcing the survey could overcome impartiality issues 4 | Partnership Satisfaction & Impact Survey
  • 5. The satisfaction survey process The survey process: 1. Select indicators according to what you want to measure and your objectives assure the follow-up of the indicators over time 2. Prepare the questionnaire according to the communication channel and reduce the bias 3. Segment your clients and partners before picking up the sample All the relationship with them must be closed at the start of the survey 4. Run the survey by phone (for instance) complemented with face to face interviews with clients and partners expressing a high degree of dissatisfaction 5. Process the qualitative and quantitative data, stress strengths and suggest improvements 6. Disseminate result across the organization 5 | Partnership Satisfaction & Impact Survey
  • 6. The impact of research results Impact assessment is a tool to enable an in-depth evaluation of impact of public research and transfer activities on economic, environmental and social fields. Impact Assessment is a “tricky” practice to put in place due to the choice of the relevant indicators A long time span is very often required to assess the impact of the research results to be considered as reliable: more than 5 years in most cases It is difficult to isolate the impact of a transferred result from other organizational activities, decisions, etc. The impact of the results must only be assessed after their transfer 6 | Partnership Satisfaction & Impact Survey
  • 7. Impact survey: some indicators Category of impacts Example of indicators Impact on economy, technology and • Product/Service/Process/ Creation/Improvement commercialization • Cost-savings • Research Methods Creation/Improvement • Patent Applications Impact on knowledge, expertise and • Expertise strengthening human capital • Research Methods Improvement • Scientific Impacts: scientific publications, conference and seminar presentation Impact on networking and social • Network creation capital • Domestic networks, Global networks • Organizational and social innovations Impact on decision making and public • Participation in legislative and strategic planning discourse • Norms, Regulation and standards Impact on social and physical • Material/Resources and/or Energy Consumption environment Reduction • Regional development and growth Promotion • Safety Promotion 7 | Partnership Satisfaction & Impact Survey
  • 8. Stakeholders Satisfaction survey: Quality service (2 full-time persons) Coordinate the survey, present the results to the staff, recommend and engage actions Top and middle Management Communicate the results inside the five CRP Henri Tudor’s departments. Disseminate the results among the research teams CRP Henri Tudor’s Board of directors Presentation of the results and recommendations Partners and clients feedback on the survey results and the actions engaged Impact assessment: Project management office (1 part-time person) Define the process and coordinate the related activities Other potential stakeholders: Governmental organisms : Ministry of the high education and the research, Ministry of the economy and the Research National Fund (FNR) Set the performance contract terms as a function of impact achievements 8 | Partnership Satisfaction & Impact Survey
  • 9. PRO’s & CON’s PROs CONs • Remain aligned with the clients/partners and market • Satisfaction indicators are in most cases too expectations global do not providing specific feedback to • Engage the organization in a constant self- the teams or individuals improvement process • These practices impact the culture and • Assess the impact of the transferred results process of the whole organization Big Realize the real value of the PRO in its region or changes require to be managed carefully country 9 | Partnership Satisfaction & Impact Survey
  • 10. Rationale Use the Satisfaction survey if : Your clients’ and partners’ satisfaction is part of your mission or objectives You mainly provide solutions to real problems and need feedbacks from the market, clients or partners You assess the performance of your organization in a key performance indicators (KPI) basis You are ISO 9001 certified and you have to fulfill the quality requirements Use the Impact assessment if: You have to express before your stakeholders how valuable your organization is for your region/country You want to assess the real performance of the organization and its alignment with its mission 10 | Partnership Satisfaction & Impact Survey
  • 11. Outcomes Evaluation of the real contribution of the satisfaction survey requires a longer time horizon at the current state it is too early to claim their real contributions of this practice Impact Assessment of the transferred research results has not been successfully implemented yet (at CRP Henri Tudor) Rethinking in progress Partnership management requires time to see tangible results: start the process, monitor it and above all…be patient 11 | Partnership Satisfaction & Impact Survey
  • 12. Lessons Learned Satisfaction survey Clients and partners segmentation is paramount to be successful in the evaluation of their satisfaction Tracking the clients and partners satisfaction over time is critical to evaluate the evolution of organization’s performance and the relevance of the actions engaged Selection of the right impact and satisfaction indicators are critical to have reliable assessments take into account your organization's objectives Impact Assessment Research results Impact Assessment is a “tricky” practice to put in place get active advice and support from the organizations having already succeeded to implement it Impact surveys conducted too early create frustration and not reliable results: > 5 years in average 12 | Partnership Satisfaction & Impact Survey
  • 13. Suggested Readings Link to bibliography “Responsible Partnering. Joining Forces in a World of Open Innovation. A Guide to Better Practices for Collaborative Research and Knowledge Transfer between Science and Industry” - Guidelines published by European University Association, European Association of Research and Technology Organizations, European Industrial Research Management Association, ProTon Europe “University-Industry Research Relations in the United States” - by Bronwyn H. Hall Link to relevant websites http://www.innovation.gov.uk/lambertagreements/ http://www.industrie.gouv.fr/guidepropintel/outils_contractuels/contrat_de_consortium.htm 13 | Partnership Satisfaction & Impact Survey