Monitoring and Evaluation of European R&I Partnerships: The R²IPE toolkit

European R&I partnerships are an important instrument in the new, ever more ambitious EC framework programme, Horizon Europe. Monitoring their progress and evaluating impacts is vital for both establishing their added value within the complicated landscape that has grown over the years, in addition to informing future steps.

The need for a common framework for monitoring and assessment of partnerships in research and innovation as well as a central system for monitoring data is increasingly acknowledged. To contribute to a more harmonised monitoring approach of the new European R&I Partnerships under Horizon Europe, the European Commission set up in 2021 an Expert Group to support the Strategic Coordinating Process – a new governance framework for EU Research & Innovation (R&I) Partnerships. The group worked towards developing a new framework and methodology for monitoring and evaluation of the new partnerships in close collaboration with the partnerships themselves and the participating countries. The new framework has set specific standards and indicators that need to be regularly explained, practiced and mastered both by partnerships and participating states. The group also prepared the first Biennial Monitoring Report (BMR 2022) that focuses on Horizon Europe’s new partnerships and establishes benchmarks for assessing progress in the future drawing on the available data of the H2020 partnerships. This task will be repeated every two years.

ERA-LEARN has been supporting partnerships, and associated national funding organisations, in their evaluation and impact assessment activities. This has been carried out through the development and publication of annual monitoring reports and impact policy briefs, the identification of good practices, the development of special guidance and tools, and the delivery of special workshops and webinars. The guidelines and advice provided by ERA-LEARN in the form of the RIPE toolkit and through specially organised events have accordingly been updated and adjusted to support the new partnerships under Horizon Europe.

This resulted in the addition of an extra part in the RIPE toolkit – now called Revised RIPE Toolkit, i.e. R2IPE - focusing on the Horizon Europe approach and the BMR requirements. The ‘old’ RIPE part has also been revised to include a comprehensive approach to the Basics in Monitoring & Evaluation that are useful in complementing the BMR-specific part. The two major parts are graphically shown below. Inputs including the Glossary, Further Reading etc. are cross-cutting.

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