Carrying Innovation Forward in Lisbon, 27th October 2008

Fifty people registered for this workshop where we consolidated some of our resources and experiences to take forward to the future in the form of some recommendations for decision-makers in the ESF. Click on the links below to see what was said formally and informally at the event.


 

 

Event Overview

 

Introductions and Networking

 

Session one: new initiatives for social innovation

 

Session two: what factors contribute to social innovation?

 

Session three: mainstreaming

 

Conclusions and Recommendations

Why are we here?

Why are we here?

  • share our tools and stories of things that lead to social innovation
  • deepen our collective understanding of what leads to social innovation
  • improve therecommendations to ESF decision-makers

Social Reporters

  • encourage conversations about tools and practices that complement formal presentations
  • develop a collective understanding of social innovation by bringing insights to the surface and putting them online
  • improve the lessons learned and recommendations

 

Also take a look at attached the programme .

Social reporting

Interviewing

During the event we introduced an innovative approach to communication for social innovation - social reporting.

Social reporting aims to help anyone engaged in social innovation use a range of different media to communicate with each other, and key interests, in ways that are conversational, informal and highlight interesting stories. It is a complement to more formal documentation and presentation.

At the event we did this in a number of ways:

  • By having a lead social reporter - David Wilcox - who took video and uploaded this for use on our site.
  • By working with participants who had agreed to act as social reporters, lending them cameras if they did not have their own.
  • Also encouraging anyone else interested to become social reporters and use the cameras.
  • Engaging an illustrator - Lucy Pepper - to create drawings of the event.

Social reporting using videos, drawings and associated text served a number of purposes:

  • It created a shared memory of the event, which is richer and more engaging because it was created by those at the event, not just by an observer.
  • It developed informal material to complement the presentations. Speakers were invited to give short interviews summarising their main points.
  • It encouraged participants to have deeper conversations with each other, as they took a little more care in framing questions and answering them - as the video below confirms.


First insights

A collective description of people at each table was presented in one line from each table.

 "We are a learning and very curious family. There is a gender balance - and do not want to leave anyone behind."

"We are prepared to write the script for Indiana Social Jones - it is the road to an EQUAL legacy."

"We are multi country table, very diverse and keen to learn about innovation and learning from others."

"We are from Portugal and the European Commission."

"We are all looking do social innovation."

"We are a multi level table."

"We are a Portugese table; the Atlantic is rough - and we are very happy with this marriage between the programme from the Ministry of Education, the operational programme human potential and the EQUAL initiative."

What is (or isn't) social innovation?

Here are the different interpretations people have of what Social Innovation is... They were written on post-it notes and stuck on the wall. See them categorised below...

Post-its - what is social innovation?

You should also watch these videos to see what people said about social innovation...

  • Vladimir Kvaca from the Ministry of Labour and Social Affairs in Czeck Republic
  • David Lindenaar from Agentschap SZW on social innovation in the Netherlands
  • Wolfgang Michalek from Austria the ZSI-Center for Social Innovation compares social innovation to love!
  • Ton de Kort on social innovation as humanity in the workplace
  • Louis Vervloet from Flanders telling us what social innovation is not.

Ana Vale came back to this question at the end of the session, where she said that it doesn't matter if we all have different views of what social innovation is; what's important is that we define what we think it is. See her talk about it in the second part of this video here.

 

What is social innovation - some thoughts

I have categorised the post-it notes created in the first session under these headings:

  • Better work methods and labour relations,
  • Solving social problems,
  • Stimulating the jobs market,
  • New social relations,
  • Personal development 
  • Other.

Sometimes they fit into more than one category? Do you agree with these categories? What other categories should we use? Please send your comments and suggestions.

 

What is social innovation?

Social innovation is better work methods and labour relations

  • workspace innovations better relations
  • integration of relation
  • "making the workplace more enjoyable, higher quality" Ton
  • formação permanente de empregadores e empregados
  • melhorar as problemas de envolvimento dos actores
  • know better solutions
  • find new and better solutions (Jovita)
  • flexibilidade na adaptação dos serviçõs
  • situação win-win empregador-empregado
  • a process to get common views
  • creatividade rotura c/ a rotina novas formas de trabalhar
  • involving everyone in process, decisions and in action
  • eliminar desigualdades através de novas intervenções
  • know sustainable solutions

Social innovation is solving social problems

  • working with disadvantaged groups, new network in LM
  • new target groups and new methods, both leading to effectiveness/efficiency
  • improving things to achieve social equality
  • a new way of solving social problems
  • new methods involving people in society
  • empowerment and change together
  • actively involving people/participants in the "making" of new solutions for social problems
  • social innovation "change structure to make society more Equal" (Juan)
  • social innovation is to be open minded, to debate with peers and stakeholders, to question and question again and again
  • makes life better for some people
  • melhorar as problemas de envolvimento dos actores
  • social innovation é um casamento feliz entre quem financia (FSE) e quem define os "programas" ao nível técnico: flexibilidade do FSE + visão os politicos
  • to find the ways to live without ESF money
  • intervenção multi-nível simultaneamente e multi-funcional
  • empowerment
  • innovation is inclusive

Social innovation is  stimulating the jobs market

  • activating jobs from the creation of collective thinking inside organisations 
  • activating jobs
  • making changes in the structures (labour)
  • changing structures and finding solutions to have more equal labour market (Juan)
  • a way to improve job market

Social innovation is new social relations

  • to change things in society in a collective way
  • a cultural approach
  • social innovation is: integration of social network
  • networking
  • social innovation is to be open minded, to debate with peers and stakeholders, to question and question again and again

Social innovation is personal development

  • different ways of dealing with problems
  • beyond horizons
  • working in partnership
  • doing something differently
  • doing things in a new context. Reframing the way we see and do things
  • taking experiences and adapting to home country (Alec)
  • learn with each other and do it real (Susana) 
  • social innovation is change
  • progresso envolvimento das pessoas
  • capacidade de responder de forma + eficaz e + eficiente a problemas emergentes e não antecipáveis
  • solving problem
  • to be free and interactive
  • creatividade / novas respostas para ager velhas problemas / refelxão / atividade prática perante problemas
  • risk-taking
  • equilibrio integração nova perspectiva
  • is substantial change of way you are doing things
  • is non-discrimination
  • make some changes by adapting solutions from other countries to our own reality (Alec)
  • learning with others / better practices
  • experimentação

Social innovation is something else

  • more difficult than technological innovation, because the progress is not so obvious
  • social innovation is change
  • progresso envolvimento das pessoas
  • social innovation is a paradox of doing things in a new context but once already happened is not an innovation any more
  • social innovation "new and better" (Jovita)
  • social innovation is <a Jeti> - everybody talks about it, nobody knows what it is
  • not standard procedure
  • changing of culture
  • futuro, continuidade, desenvolvimento

 

And what is not social innovation?

Here are the different interpretations people have of what Social Innovation is not ... What categories to they fall under?

  • it can't be imposed
  • social innovation is not single politics
  • is not when everybody knows that something will work. The real innovation is beyond the horizon. 
  • single policy, one activity not integrated
  • not a standard process
  • qualidade/progresso/desenvolvimento
  • it is not bureaucracy
  • something already approved
  • não é não ouvir e atender as expectativas dos destinatários das acções
  • just working with disadvantaged groups is not social innovation 
  • is not when a solution is so obviously working that there is no more "trying out" to do
  • acomodação, imposição de ideias
  • is not only to invest or to put funds to solve social problems
  • social security
  • burocracia
  • discrimination
  • a single action with no partnership
  • a lot of things that are unfortunately labele as "social innovations" - problem of inflation of the meaning
  • it isn't technical innovation
  • grassroot organisations working with disadvantaged are not in a position to produce social innovation
  • innovation is not business as usual. Is not do things in the same wa. Create or improve something. Social innovation is integration and balance between what we have and what we can have.

 

Netherlands Centre for Social Innovation

Ton de Korte described the Netherlands Centre for Social Innovation (NSCI) with this powerpoint presentation.

 


In summary, the objectives of NSCI are:

  • to gather & spread infomation (website & d-base:tools, best practices, collective labor agreements, books, articles & research
  • to provide knowledge: courses, NCSI-academy, congresses
  • actions: support or develop social innovative projects 

Their recommendations to a decision-maker would be:

  • keep it simple
  • emphasise the practical relevance rather than theoretical discussions

If you are interested in the NSCI you can also read about the Community of Practice visit to the centre earlier this year.

See how Ton defines social innovation in this video:

ESF for social innovation in labour (NL)

David Lindenaar from the Agentschap SZW in the Netherlands presented the powerpoint below.


Later he talked on video with Leda Stott who asked him how successful they have been in stimulating engagement and innovation.





When asked what recommendation he would make about social innovation, he answered: "...before promoting social innovation, it is important to know what social innovation is. A definition of social innovation is very important. After that start thinking about who you want to reach."

And you can watch David talking of the goals of social innovation here.

Appraising innovative project proposals

Louis Vervloet from the ESF Flanders gave his presentation about appraising innovative projects.



As well as the Powerpoint presentation, you can also watch Louis summarising his presentation in three sentences on video ..




And he was also captured on video contributing to the discussion about leadership


The validation process

Jenny Charlier started the presentation with a Power Point presentation about the validation process in Belgium Flanders.


Florindo Ramos continued with stories from implementing the tool in Portugal...

...and Vladimir Kvaca with the experience of the Czeck Republic.

Florindo also talked about the complexity of the validation process on video.

Other useful links:

What does stimulate innovation?

Group one:

  • Have strong evidence (facts and figures) of unmet needs (social, labour market ....);
  • Not fearing to put your everyday work into question;
  • Thinking "outside the box"
  • "Openness" to recognise goals aren't being met and to ask for "outside" help (partnership, networking, exchange with other your weaknesses, failures and strengths - having not fear of sharing and exchanging);
  • Creativity
  • Engagement to change
  • ESF Programmes can help bring some innovative solutions scale (within an acceptable time frame)

 

Group two:

  • Action
  • Passion
  • Partnership (with power)
  • Listen .... ed
  • Problem diagnosis
  • Innovation is developed in the border of standards
  • Social innovation starts from problem diagnoses and is developed by partnership(s) creating joint solutions. 


Group three:

  • Urgent pressing need/better way of doing things
  • Horizonal communication
  • Having an overarching vision and clear aims and objectives
  • Identifying brokers/enabling agents who can push for change
  • Persuasion and persistance

 

Group four:

  • The social innovation is not only to solve social problems but to create new opportunities
  • The focus is not on problems but on solutions
  •  The innovation is a process, more than a goal

What stimulates innovation is:

  • democratic leadership
  • participation/envolvement
  • contribute groups of different stakeholders
  • passion. 

 
Group five:

  • passion
  • empowerment
  • partnership
  • patience 

 

Group six:

What stimulates social innovation is:

  • the ability to mobilize energies from individuals and organisations in order to understand better social issues (adopting self-criticism as a guiding skill) thus generating different and better solutions that can deal in a more efective way with those problems
  • ...in order to better diagnose and solve social issues/problems, granting necessary political commitment.

EQUAL PRINCIPLES

S.I. = F (L, E, SM. P, G, Sk, Fx, C, A)

L = Listening

E = Empowerment

SM = Self-management

P = Partnership

G = Gender

Fx = Flexibility

C = Courage

A = Anger

 

In other words S.I = F (EP)

 

e = MC squared

M = Mainstreaming

C = Cooperation

e = mobilizing, energy

 

Group seven

IMG_4513

Partnerships

Leda Stott answered the question: how do partnerships contribute to social innovation?

She described how the central aim of partnerships is to draw upon the competencies of different sectors of society so that common goals can be achieved more effectively, legitimately and sustainably than when each operates separately.  By sharing diverse perspectives, ideas and resources partnerships can contribute to social innovation and mainstreaming in a variety of ways:  by developing new frameworks for interventions, creating new and/or improved institutions, linkages and ways or working, and changing attitudes and behaviours. 

Based on her experience the recommendation she would make to decision makers is that partnerships have a key role to play in supporting social innovation and mainstreaming but greater awareness of their added value, appreciation of their challenges and the time and skills required to build them, are necessary if they are to fulfil their potential. 

The importance of listening

In this session we heard four stories from people talking about the factors they think lead to social innovation.

Alec Carlberg told a story about listening. His main points were:

"To be able to start the process of empowerment within a vulnerable group that wants to change its life situation for the better it is necessary to start with a profound study of the target group. Questions such as these below should be answered:

  • How did the group become a "Vulnerable group"?
  • What happens to individuals, who for a long time have belonged to a vulnarable group"?
  • What does the group need for surrounding/setting to be able to change there situation? Phsyically and mentally?

He discussed these questions with the example of ex drug users who have created there own social co - operative Basta in Sweden and had these recommendations to make to decision-makers:

  • "Nothing about me without me" should be the attitude and way of working with vulnerable goups who want to change their lives;
  • Promote projects that have the aim to let vulnerable individuals and groups take the power and responsabiliy  of there own organization och social firms.
  • Promote micro loans to vulneralble groups who want to start there own NGO or social firm.   

Here is a video of Alec adding the importance of anger to a general discussion about the factors that lead to social innovation.

Attention to gender

Odette Filipe described how attention to gender stimulates social action. Later she talked to Horácio Covito in more detail about the products that came out of her partnership with Trade Unions.

Social Innovators

Paula Vicente is director of the Prisons’ Training Centre and this is what she had to say about the characteristics of a social innovator:

A social innovator is someone who is pro-active in finding innovative solutions that repond to social needs. The main characteristics they have are passion, creativity, initiative and persistance in adverstiy. They are clearly the characteristics that they bring to organisations. But to these characteristics I would also add the capacity to believe in people and in their value whatever their position in the hierarchy or their certified knowledge. To be able to mobilize people is the maiin challenge for a social innovator.

Contexts also very much determine the richness and speed of this growth in a "blue ocean", an ocean made up of unexplored opportunities and which provide the ideal environment for innovation and creation of value. Some critical aspects are a strong support from the top, delegation to lead the processes of creativity and innovation and investment in the active participation of all professional groups and at all levels of the hierarchy. The best environment for innovation is not having hierarchical pyramids, to have round tables made of diverse knowledge and experiences, made up of different perspectives that enrich the final product. A fundamental perspective is of the recipients and of other stakeholders. The administration of the future is focused on empowerment and sees its clients and stakeholders as true partners. Transparency, responsibility and active participation are key values.

Bairros Criticos

Virginia de Sousa talked about her experience in “Bairros Críticos” in Portugal as an example of horizontal mainstreaming.

"A iniciativa "Bairros Críticos" (IBC) é uma iniciativa interministerial que pretende promover uma abordagem territorial integrada.

Entre os aspectos chave que a orientam destaca-se uma forte coordenação estratégica, com uma co-operação inter-ministerial, e uma forte ancoragem na construção colectiva de planos de intervenção (inter-sectoriais/integrados) focalizados nos diagnósticos dos territórios, desenhados a nível local pelo conjunto de parceiros locais que intervém no território.

Para reforçar a importância de focalizar a intervenção no território e no diagnóstico colectivamente construido, os planos de intervenção desenhados, o modelo de financiamento da intervenção não assenta na existência de uma base financeira prévia. Esta abordagem traduz a intencionalidade do modelo metodológico adoptado de fazer depender os planos de intervenção locais da focalização no diagnóstico do território, em lugar de os fazer depender de planos e montantes de financiamento previamente delimitados. Neste sentido, toda a construção do esquema financeiro da intervenção exige também ele uma participação e responsabilidade conjunta dos actores envolvidos.

A explicitação desta questão é importante para enquadrar o processo de articulação da IBC à iniciativa Comunitária EQUAL. Esta experiência de mainstreaming associado aos projectos EQUAL surge quando se inicia o trabalho de operacionalização dos planos de acção dos territórios (e respectivos recursos para os por em prática), pelo reconhecimento da existência de todo um trabalho já realizado no âmbito da EQUAL, cujos produtos dos seus projectos constituiam respostas importantes e adequadas face às acções previstas. A "coincidência" temporal de se ir iniciar a fase 3 de disseminação dos produtos dos projectos EQUAL e a disponibilidade do Gabinete de Gestão EQUAL para disponibilizar recursos, enquadrar e mobilizar os próprios projectos, constituiram-se como a grande oportunidade de se promover este processo de mainstreaming horizontal, que permitiu fazer coincidir num mesmo território e espaço temporal um conjunto alargado de produtos que está a permitir criar algumas interdependências/interligações entre os mesmos, quase que possibilitando a criação de novos produtos".

Susana's recommendations to an ESF decision-maker are:

Uma das questões que muitas vezes é levantada pelo conjunto dos parceiros prende-se com a sustentabilidade e possibilidades de continuação das práticas iniciadas. Esta questão parece carecer, para além das questões associadas com recursos financeiros, do real reconhecimento das práticas e dos processos de inovação social promovidos pelos projectos, por exemplo, o reconhecimento formal de perfis profissonais ou metodologias de trabalho consideradas como 'boas práticas' no âmbito do próprio FSE, poderá ser o instrumento suficiente para a generalização/sustentação das práticas validadas.

Gamblers in Estonia

Christian Veske from Estonia told the story of gamblers in Estonia and how the work they did entered national legislation. He also has information about this mainstreaming story in the Resources section of the site.

Christian's recommendations to ESF decision makers are that:

  1. Mainstreaming should be integral part from the beginning
  2. Project promoters need active involvement when it comes to mainstreaming
  3. Training project promoters about mainstreaming should not be place where to save up finances.

Feedback, Reflections and Conclusions

Here are some comments and feedback given by different people at different times during the day

"We need to be innovative about capturing what doesn't work - case studies of failures and what we can learn from them (often a great deal more useful than learning from "success") (anonymous)

Comment about mainstreaming from Vlaimir Kvaca, Czeck Republic:

From Italy

To ESF decision-makers: lessons learned and recommendations

How can we facilitate innovation in ESF Programmes?

Sharing of experiences and knowledge by different countries taking part in the Innovation & Mainstreaming CoP has helped us identify management practices in several ESF programmes that have clearly had a positive impact on quality and innovation in the projects and action that they support.

Three factors have made social innovation possible in EQUAL:

 

  • a model that followed the innovation and mainstreaming cycle: needs diagnosis, testing, validation and recognition of the quality of results, and their transfer or dissemination to other contexts, involving rebuilding or adaptation;
  • key principles underlying all interventions: innovation, partnership, empowerment and participation of target groups, gender equality, transnational cooperation, involvement of employers, and dissemination of best practice;
  • Thematic Networks, where partnerships were able to share ideas and experiences in communities of practice, in an environment of trust and openness that facilitated reflection and analysis, validation of products, and preparations for dissemination.

 

The EQUAL experience proved that social innovation does not happen by chance.

 

A culture and context conducive to sharing and learning among the different actors involved, as well as conditions that include specific, sufficient and flexible financial support, are all conditions that need to be available to programme managers before social innovation can be driven forward, implemented and disseminated.

 

The recommendations described below follow the key stages of the innovation and mainstreaming cycle.  Many contain references to practices, mechanisms and tools that may be consulted at http://innovation.esflive.eu/

 

  

1 . Define innovation priorities and needs


1.1    Programmes that intend to promote innovation should ensure that the target groups’ needs, and the changes needed to the responses and solutions designed for them, are all accurately identified by means of a comprehensive and shared consultation process involving the different players (government departments, NGOs, social partners, etc.) and active participation of the beneficiaries themselves.

Under the EQUAL Programme in Portugal (focused on developing innovative solutions to combat all types of labour market discrimination), a set of Specifications were put together for each thematic domain that clearly identified the policy priorities and innovation needs that applicant projects should address.  These Specifications not only served as a way of securing operators’ commitment to the innovation required, but were enormously helpful to the Development Partnerships when it came to preparing their applications.  The Specifications described:  the objectives to be achieved, priority activities to be undertaken, recommended implementation methodologies, and sometimes suggestions as to the kind of profile that partners in the Development Partnership should have.

 
A key part of the French EQUAL Programme identified the projects’ fields of action, detailing the action types for each theme and their innovative, pilot and transnational dimensions.

1.2 Projects applying for pilot and innovative actions should be required to carry out an in-depth needs diagnosis that validates the need for the actions to be undertaken, and in which the beneficiaries actively participate.


Examples needed

2. Orientate, evaluate, and select innovative projects
Adopt regulations, application models, mechanisms and criteria for project evaluation and selection that orientate and foment innovation

2.1. A management approach that focuses on quality rather than merely on financial and administrative aspects
The Programmes’ management structures should be supported by qualified teams that are capable of providing operators with technical advice and guidance on the specific areas of the innovation concerned, and selecting the ones that have greatest innovation potential.

 
2007-2013 ESF Projects selection: in Belgium Fr an independent task force composed by university and business experts did a qualitative analysis of the projects proposals. The screening and the selection was based on applications using the Project Cycle Management method that was mandatory for all applicants. Some of the task force members were also experts for the validation sessions.
In Portugal, the EQUAL Programme enlisted the help of a panel of senior experts in specialised fields, who objectively and impartially assisted with application analysis and provided technical assessments that made a valuable contribution to the projects’ pilot activities.
Considering project specifics the implementation agency in Estonia should be more flexible when monitoring a budget and an activity plan. At the moment, changing the budget and activity plan is very complicated and long procedure that, according to evaluators, sets significant limits to achieve project goals and gain maximum innovation.
 
Estonia:The implementing agency should try to diminish the technical work load related to administrative implementation of projects and to increase essential co-operation - at the moment, according to the evaluation of the representatives, LMB and MoSA are more controlling agencies than co-operation partners. Only an intensive co-operation with the implementation agency and organisation would facilitate the implementation of project targets and maximising   innovation.
Considering project specifics the implementation agency in Estonia should be more flexible when monitoring a budget and an activity plan. At the moment, changing the budget and activity plan is very complicated and long procedure that, according to evaluators, sets significant limits to achieve project goals and gain maximum innovation.
 
2.2. Application mechanisms and project selection

All support materials provided by the Programme management must promote transparency and stimulate quality, innovation and change.  It is essential that application forms are written clearly, contain concrete questions about projects’ pilot activities and the skills of those who will carry them out.  These questions should support a rigorous and impartial selection process based on objective and measurable criteria.

In Belgium Fr operators can send their application through a online platform. They find online all the information they need to fill in the application and to ensure a high quality level (PCM, gendermainstreaming, practical help to fill in the application etc).
 
Flemish example needed
The project selection criteria relating to equal opportunities used by the ESF in Ireland are a valuable reference source for Programme managers and technical staff in their endeavours to enforce the EO principle and to generate serious reflection on its application.

The ESF Information System in Portugal is an internet-based platform that enables management of all data relating to ESF projects: online applications, monitoring visits, expenditure declarations, etc.
The platform is accessible to all applicants to ESF funding, once they have registered.  As this is an integrated information system, applicants only need to register once, i.e. the first time they apply to any ESF Programme.  The System facilitates information transparency and sharing, and allows for monitoring by operators or Partnership partners, thus making them responsible for compliance with funding rules.  It simplifies communication, and consolidates quality and innovation in Programme Management.

3. Create continuous learning environments

Developing a culture of openness to sharing and learning is essential in the context of innovative Programmes, as it makes people want to do better, and leads to the benchmarking of practices and innovation.
 
3.1. Develop operators’ skills

In Portugal, EQUAL management worked with several universities to develop the delivery of a postgraduate course in Partnership Project Management, designed for Development Partnerships and their technical staff.

In Belgium Fr PCM 3 days training were organized for all Equal DP coordinators. A PCM Help desk (with a support based on operator’s needs) was set up and PCM tools were also shared. Every three months operators met for workshops based on project phases as defining objectives, indicators, evaluation, mainstreaming etc.
In Belgium Flanders a new quality audit system was developed specifically with a view to supporting quality interventions at the level of the (ESF) promoter. The system had been accepted by EFQM at European level as equivalent to the first stage of EFQM (Committed to Excellence) and this development, if taken further, opened up possibilities throughout the EU for promoters and organisations to link into the developmental and progressive EFQM excellence system.
3.2. Create collaborative environments conducive to innovation

EQUAL Thematic Networks in several countries provided an opportunity for Development Partnerships to share their experiences, and this had a very constructive impact on their interventions and on the policies.

In Spain, under the framework of the National Thematic Network on Employability, a subgroup comprising Equal projects working on Corporate Social Responsibility was created. Its aim was to identify and promote the inclusion of social clauses in the process of procurement at different levels: National, regional and local administration. Once the projects and the Equal NSS had elaborated a report on how to incorporate social clauses in public procurement, the members of the group started exchanging their experiences on a broader basis about how they managed Social Responsibility and Social inclusion aspects in their territories. As a result of this mutual exchange, organizations working at local level built a Network of Territories Socially Responsible in order to empower local authorities, local NGOs and social partners and to involve them on employment policies. This network is piloted by the Directorate General of Social Economy and Self-employment of the Ministry of Labour and Immigration and it is currently being financed under the ESF Technical Assistance Operational Programme.

In Portugal, the Thematic Networks, comprising technicians and coordinators from EQUAL projects working on related areas, functioned like real communities of practice.  Their participants shared knowledge and worked together in a dynamic process of discovering new solutions for their projects and beneficiaries. Thematic Networks positively influenced the quality of project interventions and products, and proved to be structures that facilitate partnership-building and dissemination strategy planning.  The invitation to experts and decision-makers helped to influence policy in the “sector”.

Regional and Thematic networks (Communication and Gender) in Belgium Fr were held as part of the Regional networks set up in response to operator’s wish to exchange on a geographical basis and not only on a thematic basis. Operators could share good practices. The networks also allowed benchlearning.
3.3 Transnational cooperation with organisations in other member states is particularly effective in promoting experience exchange, benchmarking, best practice transfer, and even the joint development of pilot actions.

The Communities of Practice set up across Europe within EQUAL, in which several management authorities took part, demonstrated that much can be learned and improved through concerted efforts by managing bodies, and that benchmarking good management practice is vital to achieving a more cohesive and solidary Europe.


In May 2008 MA ESF in Poland had a problem concerning partnership projects in ESF 2007-2013. Partnership is not clearly defined in Polish national legislation and that is why Polish
MA has taken steps  to create such definition and prove to  Public Procurement Office that partnerships do not collide with public procurement
legislation.

I knew that some countries, i.e. Czech Republic had similar problem in 2004-2006 programming period, so I turned to CoP Partnership members with my dilemma. As a result, thanks to many comments and hints from CoP members we succeeded  in creating partnership legal definition in cooperation with Public Procurement Office.

To cut a long story short, according to the new law, which is just being incorporated, aplying ESF funds by partnership projects looks like this:
1. Leading partner signs contract with MA only after signinng partnership agreement.
2. As far as choosing of partners is concerned, when leading partner comes from second or third sector (s)he could select partners freely. However, when leading partner stems from public sector (s)he is obliged to issue a call for tender while selecting partners.
4. In selection proccess features like potential contribution and experience should be taken into consideration.
5. Afterwars, the partnership agreement containing tasks of every partner has to be made public.

 

Sound Planning Management COP: the MA for Frenchspeaking Belgium could improve its own skills on PCM (blended trainings), its implementation of PCM methodology and the formalization of its practices. The participation to this network offered an answer to its concern to find a way to ensure PCM training on a broader scale (PCM self training online).

4. Test and devise new solutions

Testing and designing new approaches and solutions must be done with the active involvement and participation of the relevant players and partners, and also the beneficiaries of the actions.

The EQUAL principles underlying all the projects had a particular effect on the innovation and design of new solutions.  Partnership, empowerment, and gender equality are good examples of this.

4.1. Partnership between organisations that are different in nature but whose aims are complementary gives rise to knowledge-sharing and skills convergence, which provide a fertile ground for collaborative working and holistic approaches to the multiple and diverse problems of the labour market’s most vulnerable and discriminated groups. Working in Partnership has been in the past one major contribution to social innovation.
 
In Flanders, ESF application forms contain specific questions about stakeholders’ involvement and organisation of partnerships.  The entire form-filling methodology causes operators to formulate their approaches to the target groups holistically.  This holistic perspective leads, in turn, to the formation of partnerships.

In Belgium Fr it was compulsory that DP’s organized monitoring committees where all the partners gathered, where all the decisions were taken and where, with the help of PCM, operators could ensure the on-going evaluation of the project. The enlarged partnership was participating to the monitoring committees, among others bodies able to ensure mainstreaming.
4.2. The empowerment principle

The involvement, active participation, and responsibility-sharing of the project target groups in defining solutions to their own problems were found to be crucial to the conception of more appropriate, effective, and innovative responses.

4.3.  The gender equality principle

Incorporating the gender equality perspective throughout the course of the project (whatever the thematic domain may be) gives a fresh dimension to the new solutions being explored.

Practical Gendermainstreaming Fiches : after putting on a disappointing because too theoretical Gender Help desk, the MA for Frenchspeaking Belgium opted for a practical support for integrating gender in the ESF 2007-2013 projects based on PCM inspired fiches following the different project steps.

A Guide on how to incorporate gender equality perspective on Equal projects was elaborated by the Spanish National Support Structure and seven projects of the first round of Equal to help the second round projects with their "on the ground" experience.  

Also having an expert on gender equality was compulsory for the second round Equal projects as an attempt to guarantee that the decisions throughout the course of the projects were taken under a gender equality perspective. 

5.  Validate new products and solutions

To be effective and fully maximised, innovation needs social recognition.  Devising and facilitating a model for the validation of new solutions by operators is a vital step towards their recognition and dissemination.

Portugal developed a very successful model for product validation, which had three primary objectives: to help raise the quality of the new solutions, promote their social recognition, and anticipate strategies and partnerships for their dissemination.
The model was supported by a grid containing seven quality criteria (innovation, empowerment, suitability, usefulness, accessibility, equality, and transferability).  The product is presented by its authors at a session of their Thematic Network, before being discussed and evaluated in subgroups on the basis of the seven criteria.  The product is then rated according to evidence of the criteria found, and recommendations as to how it could be improved are put forward.  Using this tool in the context of the Thematic Networks, in which there was a real culture of openness and learning, made an invaluable contribution to improving the quality of products and their public recognition, and paved the way for the validated products’ subsequent dissemination. Further details are available at www.innovation.esfilve.eu.
Francophone Belgium and The Czech Republic adopted the model and adapted it to suit their own contexts.
 

A validation process, inspired by the Portuguese experience, was set up in Belgium Fr. Through regular meetings and individual coaching, Equal projects prepared a broad mainstreaming of their flagship products. The validation process also allowed a high quality and uniformity level of the products presented at Equal Closure Seminar.

6. Mainstreaming: transfer and dissemination

•    The allocation of public resources to developing pilot programmes stems from the logic of subsequent application of their outcomes (innovation) and generalised improvement of common public practice (mainstreaming).

•    It is the responsibility of those who use public resources to get the utmost out of innovation produced.  Mainstreaming new solutions through wide dissemination, or by influencing policy (vertical mainstreaming), or transferring them to other organisations (horizontal mainstreaming) are models that have already been tested and that must be reproduced.

•    Mainstreaming cannot be dissociated from innovation, i.e. from the innovative measures.  Mainstreaming must be addressed right from the time of the application to develop new solutions.  Who is interested in new solutions?  How will the innovation be disseminated once it has been developed and tested?  Shouldn’t the final “client” be involved from the design stage? The earlier an innovative project incorporates the mainstreaming principle in its work agenda, and establishes contact with those who might be interested in the product and with decision-makers, the easier it will be to obtain public recognition of its quality and usefulness.

Good examples from France and The Netherlands needed

6.1.    Database and demonstration of the innovation
Giving visibility to the experimental results (innovation supply) is fundamental.  The innovation should be widely disseminated and made accessible, and emphasis given to ways of sharing and increasing understanding of the new solutions. 
[Examples needed: Bank of Ideas Ireland]

6.2.     Promoting networks for sharing and disseminating innovation
Networks, even informal ones, of people and organisations interested in sharing and developing innovation are important for ensuring its diffusion and sustainability.
[examples needed]

6.3.    Vertical mainstreaming

Generalisation of innovation and its impact on policy require the involvement – at an early stage in the project – of authoritative bodies and policymakers, in order to avoid the “it was not made here” syndrome.

It also calls for projects to be able to put across their message well: they need to be able to convert experimental results into messages that politicians can understand, and to speak the language of decision-makers.  To avoid difficulties at this level, decision-makers and authorities (innovation demand) should identify priorities during the experimental activities and be able to follow their progress, with a view to using the results (pull mechanism).

[eg. ESTONIA-gamblers or PORTUGAL – women’s trafficking]

6.4.    Horizontal mainstreaming

Innovation transfer between organisations for the purpose of incorporating new solutions or practices is a process that requires the involvement of several players (authors, incorporator organisations, mediators, etc) and also time for the transfer process to become effective and make an impact on the organisations and beneficiaries.

The EQUAL Community Initiative’s Action 3 – the specific time and action devoted to generalising innovation – made more consistent horizontal transfers between organisations possible, with the help of training and awareness-raising activities.

7. Monitor and evaluate innovation

Evaluation should not be seen as merely a formal requirement, and the idea of self-evaluation and monitoring throughout the course of the projects should be present.
Occasions for evaluating innovative projects should be seen as opportunities for participation and collective learning that can reinforce skills, joint reflection, and teamwork dynamics.

Evaluation should be a space and component of innovation that helps drive forward a culture of assessment and joint reflection, stimulates the empowerment of agents in organisations, and underpins the quality of processes and outcomes/products.

An evaluation of the innovative activities of the Spanish Equal projects and their mainstreaming possibilities gave an overview of the development of the innovation and mainstreaming principles under the Spanish Equal Programme and contained a set of recommendations for the Managing Authority to improve the application of these principles.

In the Czech Republic, the ongoing self-evaluation was obligatory requirement at the level of the EQUAL projects. The specific training o the self- evaluation was provided. It was reflected by many DPs as a useful tool for quality project managment and also for testing innovative solutions themselves.

There was also an ongoing evaluation at the programme level in Czech which provided an important reflection and recommendations regarding implementing of the principles, particularly innovation. Consequently several actions were taken by MA to improve methodological support in different areas as introduction of the validation methodology, gender mainstreaming training seminar, systematic approach in vertical mainstreaming and also in integration EQUAL principles in the new ESF. Thank to the ongoing programme evaluation the dissemination and mainstreaming were more effective as many stakeholders and policymakers were addressed by evaluation findings and recommendations.