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DYNSTOCH+ WorkshopDYNSTOCH+ Workshop
Preparing an Initial Training Network Preparing an Initial Training Network proposal in FP7proposal in FP7
Solange BlaszkowskiSolange Blaszkowski7 June 20077 June 2007
2 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
OverviewOverview
PART I: Preparing an Initial Training Network proposal in FP7 TASMAN: reviewing reviewers comments RTN in FP6 vs. ITN in FP7 ITN (calls, objectives, size, etc.)
PART II: Proposal evaluation
3 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
TASMAN: reviewing the reviewers TASMAN: reviewing the reviewers commentscomments
Statistics:
CALLBudgetMEuros
Submitted 1st phase
Passed 1st phase
Success Rate 1st ph
Final Accepted
Success Rate
overall
2003 230 652 --- --- 37 5.7%
2004 45 371 47 12.7% 15 4.0%
2005 220 901 208 23% 70 7.8%
4 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
TASMAN: reviewing the reviewers TASMAN: reviewing the reviewers commentscomments
SCIENTIFIC QUALITY OF THE COLLABORATIVE PROJECT (Mark 4.1 // 1.0)*The objectives are well specified; in particular the issues of integration and overcoming of fragmentation are well described in the project.The joint program is of high scientific quality and well articulated; however, because of the diversity of the research goals, some of them may not be attainable.The methodology is largely appropriate and uses modern tools for the stochastic modeling of dynamical systems.The project goals are not completely original; nevertheless the methods stand at the forefront of modern stochastic modeling and demonstrate a sound knowledge of the state of the art.Strengths of the proposals: high scientific quality of the researchers and of the proposal; the size of the network is also especially appropriate to have a real research impact. Further positive aspects are the integration of different disciplines, and the state-of-the art methodology that is being envisaged.Weaknesses of the proposal: some goals might not be attainable because of diversity; the network should perhaps focus on fewer problems. This would also benefit the applied side which is currently not sufficiently emphasized.Overall comment: this is a very good project which addresses important and timely problems using state-of-the-art methods and tools.* Threshold 3,00/5,00
5 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
TASMAN: reviewing the reviewers TASMAN: reviewing the reviewers commentscomments
QUALITY OF THE TRAINING / TRANSFER OF KNOWLEDGE (ToK) ACTIVITIES (Mark 4.0 // 1.0)*
The training program is well described and consistent with the research project. In particular the ratio between ESR and ER is appropriate. On the other hand the content of the ToK part is not sufficiently described.The training and ToK programme addresses very important and timely issues, although no specific instruments for industry-academia cooperation are indicated.The local and network-wide training / ToK activities are well covered and described.Although the standard methods and instruments that will be employed are traditional, the benefits to researchers are well described and elaborated.Strengths of the proposals: the structure of the training component and the plan for career development.Weaknesses of the proposal: the content of the ToK part, together with industry-academia cooperation, is not sufficiently described.Overall comment: the program promises to provide very good training for highly demanded young statisticians; however the content of the training/ToK requires further elaboration.
* Threshold 3,00/5,00
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TASMAN: reviewing the reviewers TASMAN: reviewing the reviewers commentscomments
Conclusions Total score 4.1 too low in overall competition Project Goals: too diverse and not original Applications not sufficiently emphasized Transfer of Knowledge not sufficiently described no specific instruments for industry-academia cooperation
are indicated methods and instruments to be employed are traditional content of the training/ToK requires further elaboration
7 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
Marie Curie in FP6Marie Curie in FP6
RTN ToK
EST
Teams
Chairs
Awards
Reint. grantsERG
Conf &Courses
Intern.fellows.
EIF
Intern.fellows.
IIF
Intern.fellows.
OIF
Reint. grantsIRG
8 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
ERC’s
Marie Curie in FP7Marie Curie in FP7
RTN
ToK
EST
Teams
Chairs
Awards
Reint. grantsERG
Conf &Courses
Intern.fellows.
EIF
Intern.fellows.
IIF
Intern.fellows.
OIF
Reint. grantsIRG
Initial Initial Training Training
Industry-Industry-AcademiAcademi
a a
Internat. Internat. DimensioDimensio
nn
LifelonLifelong g
TraininTraining g
SpecifiSpecific c
ActionActions s
9 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
CALLSCALLS
10 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
Initial Training Network (ITN)Initial Training Network (ITN)
CALLS Yearly calls for all mobility programs 2 phases submission (outline + full proposal)
Keep in mind that the outline must cover info of whole proposal!
First Call CLOSED!Deadline 7 May 07 (1st ph) and 25 Sep 07 (2nd ph), Budget = 240 ME FP6/’05: RTN=220ME, EST=170, C&C=12.2 , Chairs=10 (412ME)
2nd Call: Deadline: expected early 2008 (April - May)Budget: ?
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ITN: The basicsITN: The basics
OBJECTIVE Contribute to the structuring of existing high-quality initial research
training capacity throughout Europe in both public and private sectors. It is about research TRAINING ! Industry very important in the consortium !
INDUSTRY PARTICIPATION Full network partner: if appropriate to the network and taking into
consideration the research discipline; Provider of research training and complementary training including
secondment Members of the supervisory board of the network, which would be
expected to define the skills requirements for the early-stage researchers. In the heavy competition, full network partner is stronger !
Weak
OK Strong
12 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
ITN Size and budget of the network ITN Size and budget of the network
Normally a network will be composed of at least three participants (multi-site networks). Manageable size would be in the range of 6 to 10 partners (based on past experience). Average budget is € 2,5 million for the typical multi-site network. Advise: keep it under the 10 partners …
Large networks may be important to provide training in e.g. fragmented fields of research having many smaller groups active in different locations. Must demonstrate a very high degree of organization. Budget of up to € 4,5 million for the largest multi-sites. or up to 12 if very well justified!
Mono-sites and twinnings are also possible under certain conditions… Budget will range from € 1,5 million for mono-sites and twinnings.… ITNs with less than three participants can also be considered, provided that the organisation(s) involved have well-established trans-national collaborations with other research institutes that can contribute to the research training programme without being formal (contractual) participant(s) in the ITN.
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ITN Activities (1)ITN Activities (1)
Training activities Training of early stage researchers for up to 36 months (PhD) Training of researchers in the period immediately after the PhD
(experienced researchers), and limited to 24 months max. Networking Secondments Management & Recruitment
“Visiting scientists” positions: for experienced researchers in both in public sector and enterprise partners. Typically multiple stays within the network, each with a duration of at least one month.
Training events may be offered (e.g. conferences, summer schools, etc.). Also to researchers from outside the netw.
14 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
ITN Activities (2)ITN Activities (2)
JOINT RESEARCH TRAINING PROGRAMME Due attention should be paid to… provision for supervision and mentoring arrangements and career guidance exposing the researchers to other disciplines and sectors represented in the
network through visits, secondments and other training events.
PERSONAL CAREER DEVELOPMENT PLAN Each researcher will establish, together with her/his personal supervisor in
the host organisation, a Personal Career Development Plan comprising his/her training needs (including complementary skills) and scientific objectives and will later on report upon the success with which these objectives were met. Training program, specially training that is common to all students, should be detailed in the proposal ! Timeline for Personal Career Development Plan development important
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OtherOther
Consortium agreement: Participants are not required to conclude a consortium agreement, HOWEVER… Industry will require a consortium agreement. Be prepared to sign one!
Before start writing your proposal Read Guide for applicants (Chapter 2.4 Typical Activities of an ITN is a must!)
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Important DocsImportant Docs
Guide for Applicants Work Programme Etc. Marie Curie website:
http://cordis.europa.eu/fp7/people/home_en.html
DYNSTOCH+ WorkshopDYNSTOCH+ Workshop
Proposal EvaluationProposal Evaluation
Solange BlaszkowskiSolange Blaszkowski7 June 20077 June 2007
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Evaluation ProcessEvaluation Process
Briefing of Briefing of independent expertsindependent experts
Individual evaluation Individual evaluation of proposalsof proposals
ConsensusConsensus
Panel EvaluationPanel Evaluation
Evaluation Evaluation Summary Summary ReportsReports
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Selection of expertsSelection of experts
Different procedure for different Priorities & Instruments Minimum 3 Independent Experts per proposal For IP’s and NoE’s: at least 5 Experts (up to 10+) Marie Curie: 3-4 Experts per proposal
A search is made in database for experts in specific areas (keywords) according to expected proposals
“Politically” correct choice of reviewers By the time the call is closed, reviewers are already
selected: pre-registration/lobby is thus important!
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Selection of expertsSelection of experts: Marie Curie… : Marie Curie…
NA = n sin
CD, DVD, DVR, …
Magnetic storage
(harddisk)…
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Briefing Independent expertsBriefing Independent experts
Evaluation procedure public info: official guidelines for evaluators are part of the call documentation
Briefing can be done orally or in written Briefing may influence the review in e.g comments like
“we would like to have as many as possible proposals” or “area X must be fully covered”
Reviewers are requested to be as neutral as possible towards the proposers, country where they come from, etc., but…
Only what is actually written can be evaluated
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Evaluation of proposalsEvaluation of proposals
In Brussels/Luxemburg or remotely IST: mainly in Brussels. FET-Open is remote Marie Curie: remote Life Sciences: remote
In average 1 hour (up to 2 hours max.) per proposal IST/IP: 6-8 proposals of ca. 120-150 pages each per day MC: 1 week, ca. 10 proposals
Evaluation criteria: common criteria (S&T excellence, management, mobilization of
resources, relevance to the objective of the call, European added value, dissemination/exploitation)
specific criteria for different priorities/instruments per call (integration of activities, training, transfer of knowledge, etc.)
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Evaluation: In Brussels… (e.g. IST)Evaluation: In Brussels… (e.g. IST)
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Evaluation: remote… (e.g. MC)Evaluation: remote… (e.g. MC)
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Evaluation: how many proposals?Evaluation: how many proposals?
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1. Scientific Quality of Project
Scientific/technological quality of the project or research training area…..Are the scientific objectives of the project or training area important, timely and relevant …………………………………………………………….Assessment of the research method, ……………………………………….Assessment of the interdisciplinary and multidisciplinary aspects………..Assessment of the originality and innovative nature of the project ………
2. Quality Training Activities
Quality of the training programme including complementary training ……Impact of the training in the relevant field and, where applicable, in fostering Euro Ph.D.s …………………………………………………………
… … …7.Added Value to the Commu nity
Extent to which the proposed fellowship contributes towards the objectives of the European Research Area …………………………………Extent by which long term synergies or structuring effects are built throughout the fellowship by carrying out the proposed research or training at a European level.…………………………………………………..Extent to which the proposal increase the attractiveness of Europe for researchers and improve gender balance in the scientific/training areaExtent to which the proposal is important and relevant in terms of European competitiveness and other Community policies ………………..………
Evaluation Criteria: example Marie Curie Evaluation Criteria: example Marie Curie ESTEST
gender balance
score
score
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Evaluation CriteriaEvaluation Criteria
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Evaluation Criteria: example Marie Curie EST
29 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
Evaluation Criteria: example Marie Curie Evaluation Criteria: example Marie Curie ESTEST
1. Scientific Quality of Project
Scientific/technological quality of the project or research training area…..Are the scientific objectives of the project or training area important, timely and relevant …………………………………………………………….Assessment of the research method, ……………………………………….Assessment of the interdisciplinary and multidisciplinary aspects………..Assessment of the originality and innovative nature of the project ………
2. Quality Training Activities
Quality of the training programme including complementary training ……Impact of the training in the relevant field and, where applicable, in fostering Euro Ph.D.s …………………………………………………………
… … …7.Added Value to the Commu nity
Extent to which the proposed fellowship contributes towards the objectives of the European Research Area …………………………………Extent by which long term synergies or structuring effects are built throughout the fellowship by carrying out the proposed research or training at a European level.…………………………………………………..Extent to which the proposal increase the attractiveness of Europe for researchers and improve gender balance in the scientific/training areaExtent to which the proposal is important and relevant in terms of European competitiveness and other Community policies ………………..………
gender balance
score
score
30 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
Evaluation Criteria ITN (1/2)Evaluation Criteria ITN (1/2)((Guide for Applicants for Marie Curie Initial Training Networks, P40)
31 Solange Blaszkowski, DYNSTOCH+ Workshop, 7 June 2007
Evaluation Criteria ITN (2/2) Evaluation Criteria ITN (2/2) ((Guide for Applicants for Marie Curie Initial Training Networks, P40)
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ITN Evaluation Criteria (Weighting and ITN Evaluation Criteria (Weighting and Thresholds)Thresholds)
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Good summary and B1 ? The rest is Good summary and B1 ? The rest is easier…easier…
Relevance Potential Impact
S&T Excellence QConsort QManag Resources
IP IC’s
4.0 3.5 4.0 4.0 3.5 3.0
IP eHealth 5.0 5.0 4.5 4.5 5.0 4.5
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ConsensusConsensus
Brussels: consensus meeting can be called up few times during the day
Remote evaluation: through the e-mail if scores of different reviewers is similar Physical meeting (in Brussels) if large differences exist
After remote evaluation, reviewers are requested to discard the proposal. Few weeks (a month) latter, they meet in Brussels for consensus meeting
At consensus meeting of remote evaluation, reviewers do not have the proposals anymore. The only instrument they have to justify their remarks and scores is the summary. Summary has to be excellent!
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Conclusions: How to Write your proposalConclusions: How to Write your proposal
Start with a few A4’s outline with your project idea: societal needs, objective, innovation, partners, etc. Keep in mind the objectives of the call
Approach the EU project officers: Check Commission’s “Hidden Agenda” Check content, consortium, instrument, etc. Help selecting the right reviewers
When writing the proposal, keep an eye in the evaluation criteria
Use an easy to understand language (as such that you can talk to your neighbours about)
Make sure your summary is the best part of the proposal
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Conclusions: How to Write your proposalConclusions: How to Write your proposal
Tell a nice story (like a romance) specially in Chapter B1 – S&T
Make use of all graphic tools available like figures, tables, diagrams, bullets, text boxes, etc. (no colours!)
Check readability: copy of the copy (recycling paper)! Ask advise to National Contact Point about your draft
proposal Be a reviewer yourself: call for experts at
https://cordis.europa.eu/emmfp7/