Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion,...

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Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session
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Page 1: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

Social Inclusion by Proactive Design

InclusiveByDesign

Kick-off meeting

12 February 2001Heraklion, Crete, Greece

mor

ning

sess

ion

Page 2: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Meeting agenda (I)

9:30 – 13:00 Morning session Welcome Introduction of the participants Presentation of the project objectives and of the work

plan Discussion on the general approach Definition of “success criteria” (reg. best practice

examples) Internal evaluation strategy Dates and places for subsequent project meetings

Welcome

Page 3: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Meeting agenda (II)

14:30 – 18:00 Afternoon session Data collection approach of project phase 1 Expected contributions of partners to the

preliminary report Dissemination policy Management issues Consolidation of meeting outcomes and

agreement on next steps Preliminary agenda for the 2nd project meeting

Welcome

Page 4: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Participants

Foundation for Research and Technology – Hellas (FORTH) – Institute of Computer Science (ICS)

Consiglio Nazionale delle Ricerche (CNR) – Istituto di Ricerca sulle Onde Elettromagnetiche “Nello Carrara” (IROE)

Institut für Technologie und Arbeit e.V. (ITA) an der Universität Kaiserslautern

Valter Fissamber and Associates Ltd. (VFA)

Welcome

Page 5: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Project objectives

and

work plan

Objectives& work plan

Welcome

Page 6: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Call for proposals

DG Employment and Social AffairsPreparatory actions to combat and prevent social

exclusion / promote social inclusionThese preparatory actions should be policy-

focused (transnational exchange) rather than related to specific action to combat social exclusion directly

Aim of the call for proposals: to develop the basis for co-operation between the Member States in order to combat social exclusion

Objectives& work plan

Welcome

Page 7: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Priority areas

Objectives& work plan

Welcome

1. promoting a better understanding of social exclusion, in particular through commonly agreed indicators;

2. issues relating to mainstreaming the promotion of inclusion in Member States employment, education and training, health and housing policies;

3. priority actions for particularly vulnerable groups; and

4. community-level cooperation on promoting social inclusion.

Page 8: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Other requirements

Proposals should also take the new forms of exclusion connected with the emerging knowledge society into account.

Maximum duration: 18 months, start before 31 December 2000

80% subsidy rate, 20 % contribution by the partners

Objectives& work plan

Welcome

Page 9: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Proposal full title

Social Inclusion by Proactive Design

Preparatory measure on combating social exclusion in the knowledge economy and society by mainstreaming employment, vocational training and education through technologies designed for all

Objectives& work plan

Welcome

Page 10: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Problem

New risks for exclusion from the knowledge economy and society

Inaccessibility of new technologies (here: Information Society Technologies – IST) for certain groups of users, e.g.:– Elderly– Immigrants– Users with disabilities– Children– Etc.

Objectives& work plan

Welcome

Page 11: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Working hypothesis

It is expected, that proactively designed IST products / services, within a suitable policy context, will have a positive impact on (some) non-monetary indicators of social exclusion.

NB: InclusiveByDesign will not attempt to prove this hypothesis! From a scientific point of view, the project aims to develop certain hypotheses (technical, organisational, policy-oriented) and to deliver them as the outcome to be tested by others, i.e., the project is a type of explorative study.

Objectives& work plan

Welcome

Page 12: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Universal Design

Universal Design in the Information Society is the conscious and systematic effort to proactively apply principles and methods, and employ appropriate tools, in order to develop IT&T products and services which are accessible and usable by all citizens, thus avoiding the need for a posteriori adaptations, or specialised design.

Objectives& work plan

Welcome

Page 13: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Reactive vs. proactive

Reactive: applied on an already existing technology in order to alleviate inherent accessibility and quality problems.– Delayed– Costly– Restricted in use

Proactive: influencing the design of a new technology in a way which ensures that accessibility and quality problems are not going to appear.

Objectives& work plan

Welcome

Page 14: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Objectives

1. Identification of successful (“best practice”) examples to design, develop and promote technologies and services in the knowledge economy and society, inclusive to, and accessible by, all its citizens; and

2. Promotion of policy recommendations to stimulate, facilitate or support proactive measures in IST design, development and use towards mainstreaming employment, vocational training and education in the knowledge economy and society.

Objectives& work plan

Welcome

Page 15: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Approach

Collecting, analysing and disseminating successful examples with a proven or expected positive impact on some of the indicators of social exclusion

Perspectives:– Product / service perspective

(i.e., technologies and business processes)

– Policy perspective (i.e., local / regional and national / European focus)

Areas of interest:– Employment– Vocational training– Education

Objectives& work plan

Welcome

Page 16: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Two-phase approach

Objectives& work plan

Welcome

TechnologyFORTH-ICS

Business ITA

Local/RegionalCNR-IROE

National / EUVFA

Survey

Case Studies

Survey

Preliminary Report

Final Synthesis and Evaluation Report

Case Studies

Survey

123456789

101112131415161718

month

product / service perspective policy perspective

Page 17: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Dissemination

Project web site (February 2001)Preliminary report on trends and practices

(due August 2001)Final project report (due May 2002)Other potential dissemination channels:

– Conferences– Discussion groups– Supporting organisations

Objectives& work plan

Welcome

Page 18: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Objectives& work plan

Welcome

Updated timetable[Project] month

Event Activity

Dec 2000 [1]

Jan 2001 [2]

Feb 2001 [3]

Kick-off meeting; launch of project web site

Indicators and Definitions

Mar 2001 [4]

Questionnaires; Pretest

Apr 2001 [5]

Send out; Reminders; Coding

May 2001 [6]

Jun 2001 [7]

2nd project meeting (29.-30.06. Florence)

Data analysis

Jul 2001 [8] Presentation / Documentation

Aug 2001 [9]

Preliminary report Case studies, survey & synthesis

Sep 2001 [10]

Oct 2001 [11]

Virtual meeting Internal project evaluation

Nov 2001 [12]

Project progress and evaluation report

Dec 2001 [13]

Jan 2002 [14]

Feb 2002 [15]

Mar 2002 [16]

3rd project meeting (8.-9.3. Kaiserslautern)

Apr 2002 [17]

Report preparation

May 2002 [18]

Final synthesis, evaluation & project report

Dissemination

Page 19: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Success criteria

Success criteria

Objectives& work plan

Page 20: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Full participation in society ...

“... includes equal access to the labour market, to education, to health care, to the judicial system, to rights and decision-making and participation.”

Communication from the Commission “Building an Inclusive Europe” COM(2000) 79 final

Success criteria

Objectives& work plan

Page 21: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Social exclusion ...

“... goes beyond issues of unemployment and access to the labour market. It is evidenced by several types of deprivation and barriers, which alone or together prevent the full participation in areas such as education, health, environment, housing, culture, access to rights or family support, as well as training and job opportunities.”

Communication from the Commission “Building an Inclusive Europe” COM(2000) 79 final

Success criteria

Objectives& work plan

Page 22: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Two perspectives

Product / service perspective– Inclusive technologies, Design for All, engineering

approaches, etc.– Appropriate business processes, end user involvement,

continuous improvement processes, management commitments, image, etc.

Policy perspective– Procurement policies, NGO activities, employment

and training initiatives, “Open Universities”, etc.– National / European legislation, European support

programs, Funds, awards, etc.

Success criteria

Objectives& work plan

Page 23: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Product / service perspective

Guiding questions: Which IST-based products / services are available in

employment, vocational training and education with a potential to combat exclusion / facilitate inclusion?

What are the key characteristics of them? How (technically and organisationally) were the results

achieved? Which are the “proactive components” in the design and

development process? How “successful” are they? What is the context which rendered them “successful”?

Success criteria

Objectives& work plan

Page 24: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Policy perspective

Guiding questions:Which policy measures in employment, vocational

training and education are supportive for the use of IST-based technologies1 to combat exclusion / facilitate inclusion?

What are the key characteristics of these measures?How do these measures exactly work?How “successful” are they?What is the context of these measures?

1 please notice: not necessarily designed for all!

Success criteria

Objectives& work plan

Page 25: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Product/service success criteria (I)

Technology focus– addressing users with various abilities– effective use– efficient use– user satisfaction– acceptance on the “market” / user feedback– utility– others

Success criteria

Objectives& work plan

Page 26: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Product/service success criteria (II)

Business focusEnablers

– broad user participation in the process of technology or service design and development (1st priority),

– business processes that ensure recognition / re-use of requirements of all users (1st priority),

– mechanisms to motivate or stimulate design for all / universal design approaches (2nd priority),

– etc.

Success criteria

Objectives& work plan

Page 27: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Product/service success criteria (III)

Outcomes– improved participation / inclusion of societal groups in

particular social systems (1st priority),– enlargement of the customer / user base regarding so far

excluded or disadvantaged societal groups (1st priority),– cost-efficient implementation of design for all /

universal design approaches (2nd priority),– improved user / customer satisfaction (2nd priority),– public recognition of quality of product or service (2nd

priority),– etc.

Success criteria

Objectives& work plan

Page 28: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Policy success criteria (I)

Local / regional policy focus impact on non-monetary indicators (e.g., assessed

by those who issued the policy, third party surveys) cost-effectiveness (e.g., unemployment benefits vs.

investments into vocational training)qualitative measures (e.g., “quality of life”) transferability (e.g., into other sectors, regions) scalability (e.g., from a local to a regional focus)others

Success criteria

Objectives& work plan

Page 29: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Policy success criteria (II)

National / European policy focus impact on non-monetary indicators (e.g., assessed

by those who issued the policy, third party surveys)

cost-effectiveness (e.g., unemployment benefits vs. investments into vocational training)

technology indicators (e.g., technology distribution statistics)

others

Success criteria

Objectives& work plan

Page 30: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Evaluation

Evaluation

Success criteria

Page 31: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Internal evaluation

Assessment of theeffectiveness andefficiency of the proposal

Reporting obligationsProject progress and evaluation report

(November 2001)Section on evaluation in the final project

report (May 2002)Evaluation

Success criteria

Page 32: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Effectiveness

“Have we done, what we promised to do?”Coverage of the four foci, i.e., technology,

business, local / regional and national / European

Coverage of the three target areas, i.e., employment, vocational training, education

identification of best practice examples according to widely accepted indicators

Evaluation

Success criteria

Page 33: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Efficiency

Optimal use of resourcesmonitoring mechanism regarding progress

and invested resourcesperiodic project meetingsweb site for disseminationuse of electronic communication means

Evaluation

Success criteria

Page 34: Social Inclusion by Proactive Design InclusiveByDesign Kick-off meeting 12 February 2001 Heraklion, Crete, Greece morning session.

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Welcome

Objectives& work plan

Success criteria

Evaluation

Responsibilities

FORTH-ICS: Maintenance of the web site and project management

ITA: Evaluation of the work of FORTH-ICS and ITA

CNR-IROE: Evaluation of the work of VFA and CNR-IROE

VFA: Collection and synthesis of results in a preliminary and a final report

Evaluation

Success criteria