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Preparing a succesful 
proposal 
for FRACTALS Open Call 
Grigoris Chatzikostas 
BioSense Center 
Ljubljana, 05.12.2014. 1
Purpose of this 
presentation 
2
3 
General principles for the 
proposal 
The actual idea, the 
work, choice of 
people, etc. 
The document that 
describes the idea, work, 
people, etc. 
The required sections are explained in the Guide for Applicants for the call. 
Generating a proposal is an iterative process. 
Plan key points before you write the full text - this helps in providing the structure. 
1. FIWARE Usage 
2. Relevance with the Call 
3. Market potential
Proposal structure 
4 
Part A 
Part B 
• Administrative 
details 
• Applicant 
description and details 
• Personnel 
description 
• Experience in 
projects and FIWARE 
• Summary 
• Technical 
excellence 
• FIWARE usage 
• Market readiness 
Part C 
Pitch - might be a 
link (in case of video, 
podcast) or a pdf (in 
case of power point 
presentation) 
No longer 
than 10 pages 
No longer than 
5 minutes 
No longer 
than 4 pages
5 
Part A – Administrative details and experience
Applicant description 
6 
Short description of 
the legal entity 
Write about its size 
and activities 
Include all relevant 
information for the 
project 
ALL applicants have EQUAL 
TREATMENT, regardless of 
size, country of origin, etc. 
StartUps are 
particularly 
welcome!
Applicant details 
7 
Eligibility 
Make sure you are eligible in terms of your SME or Web 
entrepreneur status according to the Commission 
Recommendation 2003/361/EC. 
Financial 
data 
You need to provide precise information from your last 
closed financial year about your headcount, annual turnover 
and annual balance sheet. 
Linked 
company? 
If you are linked or a partner to another enterprise make 
sure you are taking in account their financial numbers 
Note: These information will be checked during evaluation/contracting phase
Personnel description 
Given the nature of this Call you 
should focus on their: 
1) Professional experience in ICT, 
entrepreneurship or Agrifood 
2) Academic qualifications in ICT, Agriculture, 
Business administration or relevant 
8 
Complementarity 
Your team 
must be 3 to 
5 persons 
Write relevant 
information 
about all team 
members 
Mr. X. is an expert in Business Management, with 8 years of 
experience in leading roles. Ms. Y. is an expert in software 
development with 9 years in X Company as a senior 
software architect. Mr. Z is an agronomist with 5 years of 
experience in technologies for horticultural crops.
Earlier projects 
9 
Write about your experience in EU funded or other projects (if any) 
You may consider making a list of your past projects with their links 
and relevant details, focusing on your role in the project 
These information gives indication that you have experience to 
accomplish this project, BUT first-time applicants are more than 
welcome!
Experience in FIWARE 
Indicate (if any) experience in FIWARE of all or any of the 
When writing about experience, you should stress individual roles for 
example: coordinator, senior or junior stuff, relevant training in FIWARE 
10 
team members 
Previous experience in FIWARE is positive, but it is NOT a 
must. The call is open to ALL good teams, even if they are 
going to be working on FIWARE for the very first time…
11 
Part B – Technical excellence
Background and concept 
12 
Is your concept relevant to the call? 
This is a call for SOFTWARE 
solutions, we are NOT funding 
the development of hardware
Objectives 
13 
What is the 
project for? 
What are 
we doing in 
the project? 
Make sure your objectives are: 
1) Clear 
2) Coherent with the concept 
3) Measurable 
4) Achievable 
5) Realistic 
Measurable: 
Provide numbers! 
We will reduce the use of 
pesticides by 15% 
We will increase farm 
profitability by 10% 
We will develop an app 
for optimizing the use of 
pesticides
Innovation 
14 
Do you know the 
market and 
already existing 
solutions? 
Knowing the existing 
solutions will help you 
explain why yours is 
going to be better. 
Is your solution 
totally new or 
improvement 
of an existing 
solution? 
Your project 
idea 
It is OK to deliver an 
improvement of an 
existing solution… 
…just make sure you 
explain the 
improvements
Technical description 
Consider making the work plan with work packages and tasks 
Timetable should be achievable and realistic 
15 
What work will be done? 
How will the work will be organized? 
How will it be reported and verified? 
What are the risks that something goes wrong?
Organization of work 
16 
All work, including management, must be part of a work package. 
Work packages do not usually exactly match the proposal objectives. 
The work packages can be divided into tasks. 
Work 
Package 1 
Task 1.1 
... 
Task 1.n 
Work 
Package 2 
Task 2.1 
... 
Task 2.n 
...
Deliverables list 
17 
Normally each WP 
should finish with a 
deliverable. If it does 
not, the reason should 
be explained 
For each work package 
there should be 
deliverables 
Deliverables should 
have meaning and 
content 
Deliverables are often 
reports, but they can be 
other items (prototype, 
software, pilot, etc.) 
If your project exceeds 5 months and you are planning an interim report please ensure that 
you list an adequate number of deliverables that should be achieved during the first period. 
Name 1-3 of these deliverables as “milestones” for the first reporting period 
No Deliverable Name/Description Type Delivery Date 
1 R M01 
2 … 
For the Type of deliverable use one of the following codes: 
R: Document, report (excluding the periodic and 
final reports) 
DEM: Demonstrator, pilot, prototype, plan designs 
DEC: Websites, patents filing, press & media actions, 
videos, etc. 
OTHER: Software, technical diagram, etc.
Milestones 
18 
GOAL 
Milestones represent key 
achievements in the 
project as a whole 
There should be a milestone when a 
particular stage is complete, or a 
target has been reached 
Together with deliverables 
they help to assess whether 
a project is on schedule 
There should be milestones in 
each periods of the project, so 
that reviews can be effective
Budget 
RTD Dissemination Management 
1. Personnel costs 
2. Other direct costs (travel, equipment, 
software, services, etc.) 
3. Total direct costs (Sum of row 1 and 2) 
4. Indirect costs 60% of direct costs 60% of direct costs 60% of direct costs 
5. Total costs (Sum of row 3 and 4) 
6. Requested EC contribution 75% 100% 100% 
19 
Are your resources allocation and budget realistic?
Cost justification 
20 
Justify all your costs by filling in the following table 
Budget Justification 
Personnel Cost (N° of man months / cost per man month) 
Travel Cost Where? Why? 
Equipment Cost What? Why? 
Software & services What? Why? 
Budget Justification 
Personnel Cost 16 man months for development/ 2000€ each 
Travel Cost Murska Sobota – interaction with the end-user 
Equipment Cost 2 sensors for app testing, 1500€ 
Software & services S-W lisence, 1500€
Risk management 
21 
All projects carry both 
technical and 
non-technical risks 
• Research projects carry 
particularly high risk 
Risks may be 
internal (problem 
with the project) 
or external 
(change in outside 
world, for example 
a new technology). 
Internal risks may 
relate to one 
WP or to 
Interdependencies 
Good risk management 
• Be able to recognize the risks 
• Assess how likely they 
are to occur and 
how severe their effect 
would be 
• Have a plan for dealing with it – 
mitigation measures and a pivot 
strategy
FIWARE usage 
How will the FIWARE technologies be used in your project? 
22 
NO FIWARE 
= 
NO FUNDING
Architecture 
23 
Use a diagram to explain architecture of your solution 
Indicate all the GEs/SEs you are planning to use
FIWARE technologies to 
be utilized 
Are you using the 
most appropriate 
GEs/SEs for your 
solution? 
24 
Indicate all the GEs/SEs you are going to use 
explaining how and why you are going to 
use these particular technologies 
How are you planning to integrate GEs/SEs 
with the rest of the components of your 
solution? 
Do you have a plan for testing and validation 
of your solution using the FIWARE Lab?
Target groups 
Who is your target group? 
25 
Why are you addressing your 
solution to them? 
What are their needs?
Problem and solution 
26 
Identify the problem you are aiming to solve 
Are the improvements 
measurable? 
How are you addressing 
the problem? 
Is this problem significant 
to the target group? 
Does your solution solve the problem 
or just provides some improvements?
Economic and other (i.e. 
environmental, social) 
benefits 
27 
Quantified Justified 
Substantial By increasing the quality of 
the product, we will enable 
farmers to sell their products 
with a 10% premium 
Our solution will reduce 
the need for irrigation by 
20%, thus saving 
valuable water resources 
The app will directly 
connect farmers with end 
customers and will increase 
employment opportunities 
in rural areas
Validation from end-users 
28 
Have you planned to engage end-users in validation? 
Identify the measures, motives and procedures to engage end-users 
Measures: bi-weekly communication with end-user to receive 
feedback and suggestions 
Motives: One free product license to the farmer that engages in 
validation activities 
Procedures: Communication will be handled through a Redmine 
application, with provision of mockups and access to demos.
Market 
• Market size 
• Geographical coverage 
• Do you know the market you are addressing? 
• Who is your competition? 
• Quantitative data 
29 
Have you done your research? 
DO NOT write that there is no 
competition, explain why you are better 
than competitors
Sustainability plan 
30 
Positioning and 
unique selling 
points 
Market 
penetration 
strategy 
Business and 
growth model 
Estimation of 
your sales 
BOTH 
achievable and 
ambitious 
• Business Model Canvas 
• Talk with numbers
31 
Part C - Pitch
Prepare the pitch 
Pitch might be sent as a link (in case of video, podcast) or a 
32 
pdf (in case of power point presentation) 
It should not be longer than 5 minutes 
To craft a great pitch, follow these steps: 
• Identify your goal. 
• Explain what you do. 
• Explain your project idea. 
• Engage with a question. 
• Put it all together. 
• Practice.
A few hints and tips for 
the pitch 
1. Keep it simple and non-technical, no complicated jargon or 
scientific terms needed. 
2. This is a pitch towards an imaginary customer, not a pitch 
towards an investor, so try to think like a salesman, NOT like a 
CEO. 
3. Focus on your solution and its benefits to the customer. 
Demonstrate full confidence and show that you really know 
what you are talking about. 
4. Show them the money. How much money can they make? 
How much money can they save? Why should they buy? 
33
34 
Some additional practical information
Formatting your proposal 
Respect the length for the 
sections. Excess contents 
will not be evaluated! 
The page size is A4, and all margins (top, bottom, left and right) 
should be at least 15 mm (not including any footers or headers) 
35 
The minimum allowed font size is 11 points 
The paragraph spacing 6pt and the line spacing single
Evaluators 
36 
For most 
evaluators, 
English is not 
their first 
language. 
Evaluators are 
human! They 
can get bored, 
tired, ill, 
confused... 
The proposal 
must be easy 
to follow, 
even by a 
non-expert. 
It must be easy 
for the evaluators 
to find the key 
points relevant to 
the Call and to 
the evaluation 
criteria. 
Evaluators 
might not have 
time to read 
every word of 
your proposal.
Respect the page limits – 
Write only what is 
essential! 
37
Thank you for your 
attention! 
38 
http://fractals-fp7.com 
About eligibility, budget, proposal writing etc: administrative@fractals-fp7.com 
About FIWARE: tech@fractals-fp7.com

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FRACTALS - How to write a proposal for FRACTALS

  • 1. Preparing a succesful proposal for FRACTALS Open Call Grigoris Chatzikostas BioSense Center Ljubljana, 05.12.2014. 1
  • 2. Purpose of this presentation 2
  • 3. 3 General principles for the proposal The actual idea, the work, choice of people, etc. The document that describes the idea, work, people, etc. The required sections are explained in the Guide for Applicants for the call. Generating a proposal is an iterative process. Plan key points before you write the full text - this helps in providing the structure. 1. FIWARE Usage 2. Relevance with the Call 3. Market potential
  • 4. Proposal structure 4 Part A Part B • Administrative details • Applicant description and details • Personnel description • Experience in projects and FIWARE • Summary • Technical excellence • FIWARE usage • Market readiness Part C Pitch - might be a link (in case of video, podcast) or a pdf (in case of power point presentation) No longer than 10 pages No longer than 5 minutes No longer than 4 pages
  • 5. 5 Part A – Administrative details and experience
  • 6. Applicant description 6 Short description of the legal entity Write about its size and activities Include all relevant information for the project ALL applicants have EQUAL TREATMENT, regardless of size, country of origin, etc. StartUps are particularly welcome!
  • 7. Applicant details 7 Eligibility Make sure you are eligible in terms of your SME or Web entrepreneur status according to the Commission Recommendation 2003/361/EC. Financial data You need to provide precise information from your last closed financial year about your headcount, annual turnover and annual balance sheet. Linked company? If you are linked or a partner to another enterprise make sure you are taking in account their financial numbers Note: These information will be checked during evaluation/contracting phase
  • 8. Personnel description Given the nature of this Call you should focus on their: 1) Professional experience in ICT, entrepreneurship or Agrifood 2) Academic qualifications in ICT, Agriculture, Business administration or relevant 8 Complementarity Your team must be 3 to 5 persons Write relevant information about all team members Mr. X. is an expert in Business Management, with 8 years of experience in leading roles. Ms. Y. is an expert in software development with 9 years in X Company as a senior software architect. Mr. Z is an agronomist with 5 years of experience in technologies for horticultural crops.
  • 9. Earlier projects 9 Write about your experience in EU funded or other projects (if any) You may consider making a list of your past projects with their links and relevant details, focusing on your role in the project These information gives indication that you have experience to accomplish this project, BUT first-time applicants are more than welcome!
  • 10. Experience in FIWARE Indicate (if any) experience in FIWARE of all or any of the When writing about experience, you should stress individual roles for example: coordinator, senior or junior stuff, relevant training in FIWARE 10 team members Previous experience in FIWARE is positive, but it is NOT a must. The call is open to ALL good teams, even if they are going to be working on FIWARE for the very first time…
  • 11. 11 Part B – Technical excellence
  • 12. Background and concept 12 Is your concept relevant to the call? This is a call for SOFTWARE solutions, we are NOT funding the development of hardware
  • 13. Objectives 13 What is the project for? What are we doing in the project? Make sure your objectives are: 1) Clear 2) Coherent with the concept 3) Measurable 4) Achievable 5) Realistic Measurable: Provide numbers! We will reduce the use of pesticides by 15% We will increase farm profitability by 10% We will develop an app for optimizing the use of pesticides
  • 14. Innovation 14 Do you know the market and already existing solutions? Knowing the existing solutions will help you explain why yours is going to be better. Is your solution totally new or improvement of an existing solution? Your project idea It is OK to deliver an improvement of an existing solution… …just make sure you explain the improvements
  • 15. Technical description Consider making the work plan with work packages and tasks Timetable should be achievable and realistic 15 What work will be done? How will the work will be organized? How will it be reported and verified? What are the risks that something goes wrong?
  • 16. Organization of work 16 All work, including management, must be part of a work package. Work packages do not usually exactly match the proposal objectives. The work packages can be divided into tasks. Work Package 1 Task 1.1 ... Task 1.n Work Package 2 Task 2.1 ... Task 2.n ...
  • 17. Deliverables list 17 Normally each WP should finish with a deliverable. If it does not, the reason should be explained For each work package there should be deliverables Deliverables should have meaning and content Deliverables are often reports, but they can be other items (prototype, software, pilot, etc.) If your project exceeds 5 months and you are planning an interim report please ensure that you list an adequate number of deliverables that should be achieved during the first period. Name 1-3 of these deliverables as “milestones” for the first reporting period No Deliverable Name/Description Type Delivery Date 1 R M01 2 … For the Type of deliverable use one of the following codes: R: Document, report (excluding the periodic and final reports) DEM: Demonstrator, pilot, prototype, plan designs DEC: Websites, patents filing, press & media actions, videos, etc. OTHER: Software, technical diagram, etc.
  • 18. Milestones 18 GOAL Milestones represent key achievements in the project as a whole There should be a milestone when a particular stage is complete, or a target has been reached Together with deliverables they help to assess whether a project is on schedule There should be milestones in each periods of the project, so that reviews can be effective
  • 19. Budget RTD Dissemination Management 1. Personnel costs 2. Other direct costs (travel, equipment, software, services, etc.) 3. Total direct costs (Sum of row 1 and 2) 4. Indirect costs 60% of direct costs 60% of direct costs 60% of direct costs 5. Total costs (Sum of row 3 and 4) 6. Requested EC contribution 75% 100% 100% 19 Are your resources allocation and budget realistic?
  • 20. Cost justification 20 Justify all your costs by filling in the following table Budget Justification Personnel Cost (N° of man months / cost per man month) Travel Cost Where? Why? Equipment Cost What? Why? Software & services What? Why? Budget Justification Personnel Cost 16 man months for development/ 2000€ each Travel Cost Murska Sobota – interaction with the end-user Equipment Cost 2 sensors for app testing, 1500€ Software & services S-W lisence, 1500€
  • 21. Risk management 21 All projects carry both technical and non-technical risks • Research projects carry particularly high risk Risks may be internal (problem with the project) or external (change in outside world, for example a new technology). Internal risks may relate to one WP or to Interdependencies Good risk management • Be able to recognize the risks • Assess how likely they are to occur and how severe their effect would be • Have a plan for dealing with it – mitigation measures and a pivot strategy
  • 22. FIWARE usage How will the FIWARE technologies be used in your project? 22 NO FIWARE = NO FUNDING
  • 23. Architecture 23 Use a diagram to explain architecture of your solution Indicate all the GEs/SEs you are planning to use
  • 24. FIWARE technologies to be utilized Are you using the most appropriate GEs/SEs for your solution? 24 Indicate all the GEs/SEs you are going to use explaining how and why you are going to use these particular technologies How are you planning to integrate GEs/SEs with the rest of the components of your solution? Do you have a plan for testing and validation of your solution using the FIWARE Lab?
  • 25. Target groups Who is your target group? 25 Why are you addressing your solution to them? What are their needs?
  • 26. Problem and solution 26 Identify the problem you are aiming to solve Are the improvements measurable? How are you addressing the problem? Is this problem significant to the target group? Does your solution solve the problem or just provides some improvements?
  • 27. Economic and other (i.e. environmental, social) benefits 27 Quantified Justified Substantial By increasing the quality of the product, we will enable farmers to sell their products with a 10% premium Our solution will reduce the need for irrigation by 20%, thus saving valuable water resources The app will directly connect farmers with end customers and will increase employment opportunities in rural areas
  • 28. Validation from end-users 28 Have you planned to engage end-users in validation? Identify the measures, motives and procedures to engage end-users Measures: bi-weekly communication with end-user to receive feedback and suggestions Motives: One free product license to the farmer that engages in validation activities Procedures: Communication will be handled through a Redmine application, with provision of mockups and access to demos.
  • 29. Market • Market size • Geographical coverage • Do you know the market you are addressing? • Who is your competition? • Quantitative data 29 Have you done your research? DO NOT write that there is no competition, explain why you are better than competitors
  • 30. Sustainability plan 30 Positioning and unique selling points Market penetration strategy Business and growth model Estimation of your sales BOTH achievable and ambitious • Business Model Canvas • Talk with numbers
  • 31. 31 Part C - Pitch
  • 32. Prepare the pitch Pitch might be sent as a link (in case of video, podcast) or a 32 pdf (in case of power point presentation) It should not be longer than 5 minutes To craft a great pitch, follow these steps: • Identify your goal. • Explain what you do. • Explain your project idea. • Engage with a question. • Put it all together. • Practice.
  • 33. A few hints and tips for the pitch 1. Keep it simple and non-technical, no complicated jargon or scientific terms needed. 2. This is a pitch towards an imaginary customer, not a pitch towards an investor, so try to think like a salesman, NOT like a CEO. 3. Focus on your solution and its benefits to the customer. Demonstrate full confidence and show that you really know what you are talking about. 4. Show them the money. How much money can they make? How much money can they save? Why should they buy? 33
  • 34. 34 Some additional practical information
  • 35. Formatting your proposal Respect the length for the sections. Excess contents will not be evaluated! The page size is A4, and all margins (top, bottom, left and right) should be at least 15 mm (not including any footers or headers) 35 The minimum allowed font size is 11 points The paragraph spacing 6pt and the line spacing single
  • 36. Evaluators 36 For most evaluators, English is not their first language. Evaluators are human! They can get bored, tired, ill, confused... The proposal must be easy to follow, even by a non-expert. It must be easy for the evaluators to find the key points relevant to the Call and to the evaluation criteria. Evaluators might not have time to read every word of your proposal.
  • 37. Respect the page limits – Write only what is essential! 37
  • 38. Thank you for your attention! 38 http://fractals-fp7.com About eligibility, budget, proposal writing etc: administrative@fractals-fp7.com About FIWARE: tech@fractals-fp7.com