1. Brainstorming-Session:
Indicators for
cluster management excellence
Sep 29, 2010 – 2-4 pm
Agency Kompetenznetze Deutschland
Helmut Kergel, Gerd Meier zu Köcker
European Commission
Enterprise and Industry

2. A PRO INNO Europe Initiative to raise
the excellence of Cluster Management in the EU
13 project partners develop a meaningful set of quality
indicators assessment procedures for the evaluation and
documentation of Cluster Management Excellence
Project coordinator: International Center for
Competitiveness, IESE Business School
Project run time:
September 2009 - August 2012
Slide 2
European Commission
European Commission
Enterprise and Industry
Enterprise and Industry

3. Project Overview
Development of indicators
for assessing the
cluster management
Excellence
Working Group 2
Slide 3
European Commission
European Commission
Enterprise and Industry
Enterprise and Industry

4. Aim of this Brainstorming-Session
Broad presentation of indicators considered to be important when
assessing the cluster management excellence (indicators, where
the project partners have agreed on)
Prioritization of these indicators by the broad public
Discussion of open issues which might be further to be integrated
(work in small groups?)
Providing an opportunity to propose additional indicators
Slide 4 European Commission
Enterprise and Industry

5. Proposed Agenda:
The European Cluster Excellence Initiative of the EU
Indicators for assessing cluster management excellence
• Presenting indicators being already agreed within the project (20 min)
• Q&A session (10 min)
• Public prioritization/de-priorizitation of excellence indicators
• Introduction to the max. 4 questions to be discussed in small groups (5
min)
Short Break
• Group Work (30 min)
• Reports from the group (4x 5 min)
Wrap-Up
Slide 5 European Commission
Enterprise and Industry

6. Focus of the Indicators – the Shell Model
Framework condition of the cluster
3 Cluster
management
2
1 and its
personnel
The cluster actors
Level 1 and
level 2 (where The entire industrial domain
necessary) are the focus!
Slide 6 European Commission
Enterprise and Industry

7. Characteristics of Quality Indicators
Focused on level 1 or level 2 of the shell model
Method of measurement of the parameter(s) of the indicator
shall be clear (not to be presented in public yet)
Lower value threshold defined (not to be presented in public
yet, however not being the only sufficient negative finding
when assessing the cluster management excellence)
Slide 7 European Commission
Enterprise and Industry

8. Domains of Quality Indicators
1 Structure of the cluster (level 2)
2 Typology, governance, cooperation (levels 1 and 2)
3 Financing cluster management (level 1)
4 Strategy, objectives, services (level 1)
5 Achievements, recognition (level 1)
Domains according to the result of WP 1.1 of the project (screening of methods being
used in various countries to assess quality criteria of clusters)
During the brainstorming session today, only indicators shall be presented, which are
fully discussed within the ECEI consortium
Slide 8 European Commission
Enterprise and Industry

9. Indicators Domain 1:
Structure of the Cluster (level 2)
1.1.1 Composition of the cluster – Member count in member
categories
1.1.2 Composition of the cluster – Member count altogether
1.2 Regional concentration of the cluster members
Slide 9 European Commission
Enterprise and Industry

10. Indicators Domain 2 (1):
Typology, Governance, Cooperation of the Cluster
2.1 Cluster management maturity
2.2.1 Quantity of human resources for cluster management – only approval by WG
required, issue was discussed already in general
2.2.2 Qualification of human resources for cluster management
2.2.3 Life long learning aspects for the human resources for cluster management
2.2.4 Stability and continuity of human resources for the cluster management
Slide 10 European Commission
Enterprise and Industry

11. Indicators Domain 2 (2):
Typology, Governance, Cooperation of the Cluster
2.3.1 Membership fluctuation – partners resigning membership
2.3.2 Membership fluctuation – new members
2.4 Clarity of roles in the context of decision-making
2.5 Direct contacts between cluster management and the cluster members
2.6.1 Degree of cooperation between members
2.6.2 Key actor involvement
Slide 11 European Commission
Enterprise and Industry

12. Indicators Domain 3:
Financing Cluster Management
3.1 Prospects of the financial resources of the cluster
management
3.2 Cluster membership fee for partners existing
Slide 12 European Commission
Enterprise and Industry

13. Indicators Domain 4 (1):
Strategy, Objectives, Services of the Cluster
4.1.1 Process of strategy-building – evidence base
4.1.2 Process of strategy-building – written format of strategy
4.1.3 Process of strategy-building – action plan for implementation
4.1.4 Process of strategy-building – controlling instruments
4.1.5 Process of strategy-building – strategy update periods
Slide 13 European Commission
Enterprise and Industry

14. Indicators Domain 4 (2):
Strategy, Objectives, Services of the Cluster
4.2 Assessment of strategy
Cluster Strategy Matrix to be completed between strategic
geographical foci and general strategic lines of the cluster
A total of 100 points shall be distributed within the matrix according
to the strategic importance of every field of the matrix
The results are to be interpreted to determine the main strategic
lines (strategic pillars) of the cluster
Slide 14 European Commission
Enterprise and Industry

15. Cluster Strategy Matrix
Geographic focus
local regional national European Inter-
national
General strategic lines = strategic
pillars of the cluster strategy
Information and Experience Exchange
Cooperation with cluster members (in general)
R&D
Generating commercial business
Qualification, Training, Human Resources Services 100 Points to be distributed
according to
Entrepreneurship strategic importance
Marketing and PR
Other 1
Other 2
Other 3
Slide 15 European Commission
Enterprise and Industry

16. Indicators Domain 4 (3):
Strategy, Objectives, Services of the Cluster
(4.3 Focus of Strategy (definition of max 6 pillars))
- not to be discussed today -
(4.4.x Services)
- see discussion later -
4.5 Specific working groups active
Slide 16 European Commission
Enterprise and Industry

17. Indicators Domain 4 (4):
Strategy, Objectives, Services of the Cluster
4.6.1 Cluster communication strategy/concept/actions internal
4.6.2 Cluster communication strategy/concept/actions external
4.6.3 Cluster website(s)
Slide 17 European Commission
Enterprise and Industry

18. Indicators Domain 5 (1):
Achievements, Recognition of the Cluster
5.1.1 Cluster visibility and recognition – member-specific
requests
5.1.2 Cluster visibility and recognition – domain/cluster
specific requests
5.1.3 Cluster recognition in publications etc.
Slide 18 European Commission
Enterprise and Industry

19. Indicators Domain 5 (2):
Achievements, Recognition of the Cluster
5.2.x Success stories
5.3.1 Customer satisfaction survey – within membership
5.3.2 Customer satisfaction survey – beyond the cluster members
Slide 19 European Commission
Enterprise and Industry

20. Open issues for discussion
during this session:
1. Effectiveness, efficiacy of cluster management: How to assess and measure?
2. Value chain coverage by the members of the cluster: Dies this have relevance
for the cluster management excellence? How can the value chain coverage be
measured in a manner valid and comparable for all industrial sectors?
3. How to measure outputs and effects of actions/services stimulated by the cluster
management?
4. Any items missing, which shall be assessed in the context of determining the
excellence of cluster management? How can the items be measured?
Slide 20 European Commission
Enterprise and Industry

21. Brainstorming-Session:
Indicators for
cluster management excellence
Sep 29, 2010 – 2-4 pm
Agency Kompetenznetze Deutschland
Helmut Kergel, Gerd Meier zu Köcker
c/o VDI/VDE Innovation + Technik GmbH
Berlin/Germany
helmut.kergel@vdivde-it.de
mzk@vdivde-it.de
Slide 21 European Commission
Enterprise and Industry