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    {{Strategic Axes|Name={{NAMEPAGE}}|PartOf=Welcome to UNITApedia}}
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    | [[File:Information icon.svg|25px]] '''UNITA Research & Innovation Strategy:''' This document outlines the roadmap to transition from R&I Hubs into six sustainable '''European Research & Innovation Institutes (ER2I)''' by 2034.
    <span style="font-size: 3.2em; font-weight: bold; display: block;">Research & Innovation</span>
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    <span style="font-size: 2.2em; font-weight: bold; opacity: 0.9;">UNITA bridges territories, Europe and the world around European values and shared identity</span>
    <hr style="border: 0; height: 1px; background: rgba(255,255,255,0.3); margin: 15px 0;">
    ℹ️ Roadmap to European Research & Innovation Institutes (ER2I) for 2028–2034 : transitioning thematic hubs into sustainable, autonomous institutes anchored in mountainous and rural ecosystems.
    </div>


    __TOC__
    __TOC__


    = Title: UNITA Research & Innovation Strategy =
    = 🏛️ The Vision: ER2I 2034 =
    '''Goal:''' To structure sustainable European R&I institutes (ER2I) anchored in peripheral, cross-border, rural, and mountainous ecosystems by 2034.
    By 2034, UNITA will move beyond temporary project groups to establish **six sustainable European Research & Innovation Institutes (ER2I)**. These will be:
     
    * ⚖️ '''Autonomous:''' Legally and financially independent entities within the UNITA EEIG.
    == Executive Description ==
    * 🏔️ '''Place-Based:''' Drivers for innovation in peripheral and cross-border regions.
    UNITA’s strategic R&I goal is to transform current thematic hubs into fully-fledged, legally and financially autonomous entities. These institutes will be central to a '''research-centered education strategy''', strengthening the Alliance’s visibility and competitiveness globally.
    * 🎓 '''Research-Led:''' The core engine for UNITA’s Graduate Schools and PhD programs.
     
    === The Five Building Blocks ===
    # '''Governance:''' Robust financial, legal, and administrative frameworks.
    # '''Identity:''' Promoting scientific reputation through flagship transnational projects.
    # '''Efficiency:''' Sharing resources and infrastructures to enable economies of scale.
    # '''Ecosystems:''' Integrating local public and private stakeholders for innovation transfer.
    # '''Talent:''' Enhancing attractiveness for early-stage researchers through Graduate Schools and PhD co-tutelles.


    ----
    ----


    = 1. State of the Art =
    = 🔍 1. State of the Art =
     
    == Summary of Actions to Date ==
    The foundations were laid during UNITA Phase 1 and the **Re-UNITA** project (2021–2024). Concrete achievements include:
    * '''R&I Hubs:''' Establishment of six thematic hubs with dedicated co-leadership.
    * '''Research Cartography:''' A database mapping 1,486 projects and activities across the alliance.
    * '''Doctoral Network:''' Over 52 PhD co-tutelles launched; initiation of the '''CHORAL MSCA-COFUND''' project (42 PhD students for Cultural Heritage).
    * '''Open Science:''' Development of the **U*NIGHT** project and a common Zenodo open-access platform.


    == Resource Analysis (Current State) ==
    <div style="display: flex; gap: 20px; flex-wrap: wrap;">
    {| class="wikitable" style="width:100%"
    <div style="flex: 1; min-width: 300px; background: #f0f7ff; padding: 15px; border-left: 5px solid #1a4780; border-radius: 4px;">
    ! Resource Category !! Status !! Details
    '''Current Achievements:'''
    |-
    * '''6 Thematic Hubs''' active with co-leadership.
    | '''Human Resources''' | ~80 staff | 12 hub co-leaders, 72 committee members, and specialized IT support.
    * '''1,486 projects''' mapped in the Research Cartography.
    |-
    * '''52+ PhD co-tutelles''' and the '''CHORAL''' project (42 PhDs).
    | '''Financial (E+)''' | €2.5M+ | Includes €1.2M for Starting Grants and €961k for Advanced Grants.
    * Common '''Open Science''' platform on Zenodo.
    |-
    </div>
    | '''Constellation Projects''' | €6.6M+ | Re-UNITA (€2M), U*night (€395k), and CHORAL (€4.2M).
    <div style="flex: 1; min-width: 300px; background: #fffaf0; padding: 15px; border-left: 5px solid #ed8936; border-radius: 4px;">
    |-
    '''Critical Gaps:'''
    | '''Infrastructure''' | Shared Catalogue | Managed by UNIZAR; cartography managed by USMB.
    * '''Staffing:''' Hub management requires more HR than current budgets allow.
    |}
    * '''Engagement:''' Need for deeper researcher identity within the hubs.
     
    * '''Legal:''' National constraints hinder unified IPR and strategy deployment.
    == Difficulties Encountered ==
    </div>
    * '''Human Resources:''' Structuring hubs requires more staff than initially planned in Erasmus+ budgets.
    </div>
    * '''Engagement:''' Ongoing challenge to fully involve the broader researcher community in hub-specific identities.
    * '''Policy Harmonization:''' Varying local and national legal constraints hinder unified strategy deployment.


    ----
    ----


    = 2. Context & Analysis =
    = 🌐 2. Strategic Context =


    == PESTEL Analysis ==
    == PESTEL Analysis ==
    <div style="column-count: 2; column-gap: 30px; padding: 10px;">
    ; 🏛️ Political
    : EU MFF (2028-34) support for "European demonstrators" of innovation.
    ; 📈 Economic
    : Risk of public dependency; need to leverage Agri-tech and Green Energy.
    ; 👥 Social
    : ER2Is as drivers for youth retention and reversing rural brain drain.
    ; 🤖 Technological
    : Leading in "Applied Rural Tech" and remote health solutions.
    ; 🌱 Environmental
    : Mountain regions as "Living Labs" for climate adaptation.
    ; ⚖️ Legal
    : Complexity in harmonizing Intellectual Property (IPR) across partners.
    </div>
    ----


    = 🚀 3. Action Plan =


    === 🏗️ Action 1: Governance & Legal Framework ===
    * '''Goal:''' Integrate institutes within the UNITA EEIG.
    * '''2028-30:''' Conception of the integration framework.
    * '''2030-34:''' Full implementation of ER2I management bodies.


    {| class="wikitable" style="width:100%"
    === 🧪 Action 2: Scientific Identity & Talent ===
    ! Factor !! Key Aspects !! Impact on Strategy
    * '''Flagships:''' Develop high-competition projects for European calls.
    |-
    * '''Joint Degrees:''' Aiming for 15+ joint programs (6 at Graduate level).
    | '''Political''' | EU MFF (2028-2034) & Cohesion Policy | High potential to secure funding as "European demonstrators" of place-based innovation.
    * '''Pipeline:''' Use the '''CHORAL''' model to recruit global top-tier PhD talent.
    |-
    | '''Economic''' | Limited local private investment in rural areas | Risk of public fund dependency; need to leverage regional specializations (Agri-tech, Green Energy).
    |-
    | '''Social''' | Depopulation & Brain Drain | ER2Is serve as drivers for local empowerment and youth retention.
    |-
    | '''Technological''' | Digital Transition (AI, Open Science) | Opportunity to lead in "Applied Rural Tech" and remote health/mobility solutions.
    |-
    | '''Environmental''' | EU Green Deal & Climate Adaptation | Mountain/Rural regions act as living laboratories for biodiversity and energy transition.
    |-
    | '''Legal''' | GDPR, Open Science mandates, IPR | Need to harmonize IPR across partners to manage innovation outcomes.
    |}


    == Internal Resource Analysis (Forward-Looking) ==
    === 🤝 Action 3: Shared Resources & Ecosystems ===
    * '''Gaps:''' Insufficient HR for hub management; IT tools require upgrades for scientific networking; limited direct funding for specific research projects.
    * '''Infrastructure:''' Sustainable model for EEIG to host common scientific tools.
    * '''Opportunities:''' Alignment with the **European Charter for Researchers** and **CoARA** progress; leverage "Regional Smart Specialization Strategies."
    * '''Stakeholders:''' Incorporate local private/public actors into ER2I governance.


    ----
    ----


    = 3. Prioritization and Action Plan =
    = 📈 4. R&I Performance Indicators =
     
    == Prioritization Matrix ==
    {| class="wikitable"
    ! Action !! Feasibility !! Strategic Impact !! Priority
    |-
    | 1. Framework for 6 Institutes | High | High | '''High'''
    |-
    | 2. UNITA Scientific Identity | Medium | High | '''High'''
    |-
    | 3. Shared Resources/Infrastructures | Medium | Medium | '''Medium'''
    |-
    | 4. Transnational Ecosystems | Medium | High | '''Medium'''
    |-
    | 5. Early-Stage Researcher Attractiveness | High | High | '''High'''
    |}
     
    == Detailed Actions ==
     
    === Action 1: Financial, Legal & Admin Framework ===
    * '''Goal:''' Integrate institutes within the EEIG (European Economic Interest Grouping).
    * '''Timeline:'''
    ** 2028-2030: Conception of realistic integration framework.
    ** 2030-2034: Full implementation of ER2I governance and management bodies.


    === Action 2: Scientific Identity & Collaborations ===
    * '''Goal:''' Develop flagship projects that reach the most competitive European calls.
    * '''Indicators:''' Number of projects supported; external funding received.


    === Action 3: Sharing Resources & Infrastructures ===
    {{#ask:
    * '''Goal:''' Transition to a sustainable model where the EEIG can host/buy common infrastructures.
      [[-Has subobject::DataSrc:UNITA Data/Meta Indic/Indicators]]
    * '''Focus:''' Open infrastructures to local ecosystems for mutual benefit.
      [[strategy::~*Research*]]
      |?strapi_id# = ID
      |?task_title = Task Area
      |?indic_description = Indicator Objective
      |?level = Level
      |?unit_of_measurement = Measurement
      |?target = Target
      |?data_owner = Responsible
      |class=datatable
      |format=datatables
      |mainlabel=-
      |display=full
      |datatable-options=pageLength:10
    }}


    === Action 4: Transnational Ecosystem Networks ===
    <div style="margin-top: 20px; padding: 15px; background: #f8f9fa; border-radius: 8px; border: 1px solid #e1e4e8;">
    * '''Goal:''' Incorporate local private/public stakeholders into the governance of the 6 institutes.
    '''Indicator Focus Areas:'''
    * '''Business Model:''' Built on private-public collaborations tailored to local needs.
    * '''ER2I Autonomy:''' Legal status achievement (Target: 6 Institutes).
    * '''PhD Excellence:''' Number of active co-tutelles and MSCA candidates.
    * '''External Funding:''' Revenue generated from competitive EU calls (Horizon Europe/MFF).
    </div>


    === Action 5: Early-Stage Researcher Attractiveness ===
    * '''Joint Degrees:''' Aiming for 15+ joint programs by 2034, with at least 6 at the Graduate level specifically tied to the ER2Is.
    * '''Strategy:''' Promoting "Mobility 4 All" at Undergraduate level while focusing on "Expertise and Differentiation" at Graduate level.
    * '''Talent Pipeline:''' Use Graduate Schools and co-tutelles to recruit global top-level PhD students.
    ----
    [[Category:UNITA Strategies]]
    [[Category:UNITA Strategies]]
    [[Category:Research and Innovation]]
    [[Category:Research and Innovation]]
    [[Category:ER2I]]
    [[Category:ER2I]]

    Latest revision as of 13:53, 19 March 2026


    Research & Innovation UNITA bridges territories, Europe and the world around European values and shared identity

    ℹ️ Roadmap to European Research & Innovation Institutes (ER2I) for 2028–2034 : transitioning thematic hubs into sustainable, autonomous institutes anchored in mountainous and rural ecosystems.

    🏛️ The Vision: ER2I 2034

    By 2034, UNITA will move beyond temporary project groups to establish **six sustainable European Research & Innovation Institutes (ER2I)**. These will be:

    • ⚖️ Autonomous: Legally and financially independent entities within the UNITA EEIG.
    • 🏔️ Place-Based: Drivers for innovation in peripheral and cross-border regions.
    • 🎓 Research-Led: The core engine for UNITA’s Graduate Schools and PhD programs.

    🔍 1. State of the Art

    Current Achievements:

    • 6 Thematic Hubs active with co-leadership.
    • 1,486 projects mapped in the Research Cartography.
    • 52+ PhD co-tutelles and the CHORAL project (42 PhDs).
    • Common Open Science platform on Zenodo.

    Critical Gaps:

    • Staffing: Hub management requires more HR than current budgets allow.
    • Engagement: Need for deeper researcher identity within the hubs.
    • Legal: National constraints hinder unified IPR and strategy deployment.

    🌐 2. Strategic Context

    PESTEL Analysis

    🏛️ Political
    EU MFF (2028-34) support for "European demonstrators" of innovation.
    📈 Economic
    Risk of public dependency; need to leverage Agri-tech and Green Energy.
    👥 Social
    ER2Is as drivers for youth retention and reversing rural brain drain.
    🤖 Technological
    Leading in "Applied Rural Tech" and remote health solutions.
    🌱 Environmental
    Mountain regions as "Living Labs" for climate adaptation.
    ⚖️ Legal
    Complexity in harmonizing Intellectual Property (IPR) across partners.

    🚀 3. Action Plan

    🏗️ Action 1: Governance & Legal Framework

    • Goal: Integrate institutes within the UNITA EEIG.
    • 2028-30: Conception of the integration framework.
    • 2030-34: Full implementation of ER2I management bodies.

    🧪 Action 2: Scientific Identity & Talent

    • Flagships: Develop high-competition projects for European calls.
    • Joint Degrees: Aiming for 15+ joint programs (6 at Graduate level).
    • Pipeline: Use the CHORAL model to recruit global top-tier PhD talent.

    🤝 Action 3: Shared Resources & Ecosystems

    • Infrastructure: Sustainable model for EEIG to host common scientific tools.
    • Stakeholders: Incorporate local private/public actors into ER2I governance.

    📈 4. R&I Performance Indicators

    Indicator Focus Areas:

    • ER2I Autonomy: Legal status achievement (Target: 6 Institutes).
    • PhD Excellence: Number of active co-tutelles and MSCA candidates.
    • External Funding: Revenue generated from competitive EU calls (Horizon Europe/MFF).
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