SME Instrument stage 1 proposal preparation e-course (Horizon 2020)

This e-learning course is directed towards highly innovative SMEs with global ambitions and potential of high growth, which tend to create disruption in existing markets or value chains.

The training plan is (detailed programme bellow):

  1. SME Instrument Stage 1 – Online access to slides and study materials to get familiar with the SME Instrument, main proposal aspects, sections, preparation, submission process and evaluation criteria;
  2. Practical exercise (drafting a proposal) – Define a project idea and follow the templates step by step to prepare an outline proposal of your project;
  3. Live Proposal Tutoring (Skype) – Free: 1 hour of live feedback and tutoring on the project outline proposal of your project, and questions about the funding programme.


300 € (plus VAT if applicable)

150 € (plus VAT if applicable) for registrations of returning students

For registration please complete this form.

Any questions contact

Detailed Programme

Practical Training for SMEs, Start-ups and Entrepreneurs Preparation of proposal for the Horizon 2020 – R&D and Innovation – SME Instrument

Horizon 2020 (H2020) is a major European R&D and Innovation programme with around 80.000 million euros of funding, runs from 2014 to 2020 with focus on societal and industrial competitiveness (leadership).

This practical training will be focused on H2020 SME[1] Instrument, a type of projects within European programs aimed at accelerating technologies, services, processes or products on the global market.

The SME Instrument covers three phases of the innovation cycle

– Phase 1:  concept analysis and feasibility evaluation

– Phase 2: R&D activities, demonstration and market replication (innovation)

– Phase 3: commercialization and funding (growth and attraction of investors)

Business Coaching funded in Phases 1 and 2

It is aimed at highly innovative SMEs with global ambitions with potential of high growth, which tend to create disruptive change in existing markets or value networks.


Via e-learning:

Part 1 – General Introduction to European R&D and Innovation programs

Welcoming and training program

AAVANZ Presentation

Introduction to H2020 – structure and objectives

Funding Instruments in H2020 for SMEs and start-ups – rules and projects types

Part 2 – SME Instrument – introduction and structure

SME Instrument leaflet – basic information (European Commission)

SME Instrument application – high level vision

Preparation process: find call, EU login, administrative forms

Organization registration and SME validation

SME and eligibility rules

Role and enrolment as SME Instrument Mentor

Part 3 – How to prepare an application for the SME Instrument

Decision to compete, keywords, idea validation, planning, phases 1, 2 and 3 and their activities

Feasibility study examples

SME financial and budget calculation

Part B detailed preparation

SME case study of one application

Keywords full list (European Commission)

Templates (European Commission)

Part 4 – Evaluation rules and good practices

SME Evaluation process and evaluator mindset

Good practices and wrap up


Part 5 – Practical case of participants

Elaboration of high level application – draft an outline proposal – for phase 1

Feedback and questions (via Skype)

Training Materials are in English for closer proximity to the language of application and international context. All sessions will be conducted in English.

[1] Small and Medium Enterprise (PME)