Professional SME Instrument Phase 1 Guide and Template


The download contains:

  1. SME Instrument Application Guide – PDF file
  2. Instructions on how to fill out SME Instrument Phase 1 Application – PDF file
  3. Part B SME-Phase1 Section 1-3 Template – Word document (main part of the Application – subject to a 10-page limit)
  4. Part B SME-Phase1 Section 4-5 Template – Word Document (description of Company, Key personnel, Relevant Projects & Publications, Supporting Documents – no page limit)

What will you learn?

  • How to frame your project so it’s the perfect fit for the Horizon 2020 SME Instrument funding
  • How to use professional words, phrases, and metrics to communicate your project value
  • How to present all the important information that evaluators will look for when scoring your proposal
  • How to convince evaluators of the strength of your project

Why try the downloadable guide and templates?

  • They save you time: the guide and templates are built on years of experience in writing and evaluating more than 400 projects from 2014 to 2017. The 2017 Guide has been updated to follow the latest evaluation criteria for a Phase 1 application.
  • They improve your chances of success: The clear instructions give you clarity on what to include in each section. The examples of text give you suggestions on how to structure your sentences for maximum impact. These are based on the lessons learned from successfully funded projects.
  • They save you money: the Guide can be an alternative to full service consulting and allows you to learn from consultants without the high fees.

Use our Guide to confidently fill out an SME Instrument Phase 1 application

Learn to present your project in a way that exactly matches the EU requirements.

Define your proposal strategy. Some questions to consider are:

  1. What is the problem that your product addresses (at European or Global level)
  2. How does your product solve this problem – can you quantify the benefits?

The Instructions contain a full list of 10 questions to help you create a proposal strategy. This will ensure that your proposal is consistent, has a good flow and is convincingly presented.

For every section in the EU template, the download gives you several word-for-word examples to choose from and customize to make your own. You’ll have the templates and the strategic formula for coming up with your own convincing project description.

Specific Objectives of the Feasibility Study

Strategy:1) Objectives need to be clear, measurable, realistic and achievable within the duration of the project (SMART objectives). 2) The objectives need to be achieved within the feasibility project – 6 months

Here are some wording examples:

“The aim of this project is to: 1) Conduct in-depth market research of EU markets 2) Obtain customer validation 3) Identify potential partners 4) Finalise the Intellectual property position”

“…Shows Word-for-Word Examples from successful projects …”

Competition Analysis

STRATEGY: 1. List main competitors and competitive solutions. 2. Include a table that shows your product’s competitive advantages compared to direct competitors (Competitor A, B & C). 3. If you do not have any direct competitors, explain what are substitute products

Here’s a graphical example to present the competitors:

The Guide includes examples of:

  • The user needs
  • Market barriers
  • IPR strategy
  • Expected company growth
  • Work package description