Monitoring and evaluation in co-operation with the EPO Member States IPRTA FORUM MEXICO

1. Monitoring and evaluation in co-operation with the EPO Member StatesIPRTA FORUM MEXICO Dr. Georg Artelsmair Department Head European Affairs/Member States 09 July 2008

2. Overview • Introduction • M&E in the co-operation policy within the European Patent Network • M&E - implementation • Use of M&E results • Example Manuel Desantes

3. EPO-MS relations until October 2006 Bilateral agreements Forum: Administrative Council Budget: fixed sum allocation (budget-driven co-operation) Bilateral visits EPO-MS Relations under the new co-operation policy (CA/185/06) National Action Plans as governing agreements objectives priorities projects matching the objectives monitoring and evaluation Forum: Topical Workshops open to all MS Annual Meeting on Cooperation Administrative Council Project-driven budget Bilateral visits Introduction - New Co-operation Policy - changes Manuel Desantes

4. M&E in Cooperation Policy within the EPN (CA/185/06) Member States and the EPO have recognized the importance of quality project evaluation, as demonstrated in cooperation policy document CA/185/06: • A cooperation policy based on efficiency and effectiveness needs a reliable mechanism for evaluation. • This mechanism will enable the establishment of the relationship between results, project purpose and overall objectives. • Objective criteria ensure that the activities conducted are efficient and lead to a real benefit for the users. Manuel Desantes

5. Cooperation Policy, NAPs, and Indicators • NAPs form the basis for co-operation activities. • In the NAP, the NO aims to fit in and connect to the National Strategic Reference Framework (NSFR) of its country => high level priorities of MS and EU. • NAPs • Contain project plans; • Demonstrate objectives-oriented, comprehensive planning approach; • Form the basis for monitoring, evaluation and reporting towards objectives; • Assure transparency through an efficient and targeted use of cooperation funds; Manuel Desantes

6. EPO MS workshop on Monitoring and Evaluation • EPO MS workshop on Monitoring and Evaluation • Organised on express proposal of Member States in Budapest on 19-20 February 2008 • Based on theoretical as well as practical elements: • "Learning Laboratory" - hands on exercises • Discussions based on participants' experience Results: • Agreement to align the M&E concept of the EPO cooperation with the one used by the EU; • SMART* monitoring indicators will be included in the NAPs; • Common indicators and an evaluation framework for cooperation activities agreed; • Agreement that cost-benefit, outcomes, results and impact of activities shall be regularly monitored and evaluated. *SMART: Specific, Measurable, Available, Relevant, Time-bound Manuel Desantes

7. Joint evaluation and monitoring framework - 1st steps Monitoring and evaluation guide Manuel Desantes

8. Monitoring results/outputs will be used in: • The review process of the cooperation projects and programmes; • Annual status reports provided by the National Offices; • EPO report on cooperation to the Administrative Council; • Independent evaluation by professional project evaluators, carried out every three years. Manuel Desantes

9. Example - Pilot Project "IP Pre-Diagnosis" IP Pre-Diagnosis • Model: INPI France • Scope: introduce and enhance the understanding of Industrial Property in SMEs by using the IP expertise of national offices • 14 member states involved Link to EU policy: The EU's Small Business Act Manuel Desantes

10. Monitoring in Pilot Project "IP Pre-Diagnosis" (1) Manuel Desantes

11. Monitoring in Pilot Project "IP Pre-Diagnosis" (2) Manuel Desantes

12. Thank you Manuel Desantes