1. Socio-Economic Impact of ESS
Vincent Mangematin, Kedge Business School
Frederic Bally, Grenoble Ecole de Management

2. Socio-economic impact of RIs
Global Science Forum
Work on SEIRIs for the last three years
Two main messages
The first user of SEIRI is the RI to take better decision
SEIRI is connected to the objectives of the RI. One size does not fit all.

3. SEI of ESS: OECD framework compatible
Start ICRI 2016: with the idea to articulate as far as possible SEI and decision making process – SEI not only for stakeholders but really to be accountable for
Parallel work at OECD (SEIRI) and ESS during 2017 to design simultaneously the framework and the ability to collect data/availability of data
OECD: framework available by the end of 2018; design of the ESS data collection framework (compatible with OECD) within the Brightness context

4. Why is socio-economic impact so important?
Meeting the societal grand challenges with enabling scientific infrastructures
Growing role of science in the society
High investment from multiple stakeholders
Ex ante to help the management decision process

5. Why is socio-economic impact so important?
Exploring the “so what” questions
From results to scientific contribution (science)
From results to wealth creation (innovation, patent, device etc.)
From results to grand challenges (society)
Articulate ex ante the relationship amongst science, economy and the society

6. How to assess socio-economic impact?
Long term commitment (longitudinal process)
From KPIs to CIIs
Ex ante: Inform the decision making process and practices
Impacting through the ESS activities – different dimensions of impact and different stakeholders

7. Our socio-economic impact model
Inputs
Fundings
Co-investment
Other resources
Activities
Scientific
Training
Industrial
Outreach (public)
Outcomes
Job creation
Better science
Promoting collaborations
Knowledge transfer
More tax payers
Impacts
Economic growth
Innovation for society
Social capital
Increase innovative performance (region)
Source: OECD “Reference framework for assessing the socio-economic impact of Research Infrastructures” (revised)

8. Objective 1: World-class research infrastructure enabling scientific breakthroughs and addressing grand societal challenges
Scientific performances
Grand socio-economic impact (local, regional, European and global)
Scientific breakthrough (science for society), visibility, attractiveness for public

9. Objective 2: Research infrastructure that supports and develops its user community, fosters a scientific culture of excellence and acts as an international scientific hub
Network, collaboration, and visibility/centrality
Cooperation with other research infrastructures, user community etc.
Staff (recruitment, training, diversity, mobility)

10. Objective 3: Research Infrastructure that is built on time and on budget, operates safely, efficiently and economically, and responds to the needs of stakeholders
ESS is built on time and on budget
Safety
ESS operates efficiently and economically
Accountability to stakeholders, taxpayers. Openness and transparency

11. Objective 4: Research Infrastructure that develop innovative ways of working, new technologies, and upgrades to capabilities needed to remain at cutting edge
Sustainability: environment, energy, staff,
Innovative ways of working (suppliers, partners, open data)

12. The SEI model 42 metrics 83 metrics 41 metrics
in total
42 metrics
for the construction phase
41 metrics
to be added in operations phase
All metrics has been discussed and validated by different ESS divisions, teams and directors

13. Examples of metrics ready for construction phase
Number of scientific publications
Indeed, this metric look for publications from researchers working within ESS
Yearly number of publications including ESS author Yearly number of publications in neutron science including ESS author (idem) Yearly number of publications in method development/ techniques including ESS author
Number
Expenditures in Sweden and Denmark
Total expenditures within Sweden and Denmark
Number
Examples of metrics ready for operational phase
Training programs for employees
Specific training programs set up to accommodate employees to ESS specificities– All split by Sc, Eng and adm
Number of training programs for engineer For administrative For scientific
Number

14. So what and what next?
Awareness: integration of socio-economic impact into day to day decision making process
Building tools to help decision makers to take better decision
Articulate the RI’s raison d’etre: “enabling the best teams to perform effectively breakthrough science” with socio-economic impact
Integrating socio-economic impact in the selection process
Developing tools for SEI which can be integrated with European and National project
Longitudinal analysis of the SEI indicators

15. So what and what next? KPIs and CIIs
KPIs: Internal use. Set of critical indicators for internal use to better monitor socio-economic impacts of activities
CIIs: Core Impact Indicators, external use, to communicate with stakeholders

16. Key Performance indicators Year n-2 Year n-1 Yn Obj Yn+1
Objective 1: World-Class RI Enabling Scientific Breakthroughs and Addressing Grand Societal Challenge
Scientific projects granted
Publications and citations in HR Journals
Expenditures in local and regional area
Visitors on site and online visitors
Collaborative projects with industrial partners
Number of patents
 Objective 2: Supports and Develops Its User Community, Fosters a Scientific Culture of Excellence and Acts as an International Scientific Hub.
Centrality of ESS vs Competing RI (through publications)
Papers co-authored with other Ris (pair RIs) and cooperation projects
Staff diversity and gender balance
 Objective 3: Is Built on Time and on Budget, Operates Safely, Efficiently and Economically, and Responds to the Needs of Stakeholders
Evolution of the budget and % of in-kind
Safety concerns and incidents report
Neutron source availability and sustainability
Staff and users satisfaction
Number of regional / local suppliers
Number of Full Time Equivalent within the RI
Educational and outreach activities (open days, participants to outreach activities...)
Nber of students trained within the RI
 Objective 4: Develop Innovative Ways of Working
Environmental impacts of the construction / operational phase
Maintaining staff on the long terms

17. Thank you for your attention!
Questions and remarks?