Co-design Toolkit / D3.1

Co- unded by he Eu opean Union. Views and opinions exp essed a e howe e hose o he au ho (s) only and
do no necessa ily e lec hose o he Eu opean Union o REA. Nei he he Eu opean Union no he g an ing
au ho i y can be held esponsible o hem.
Co-design Toolki /D3.1
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D3.1 - “Co-design oolki ”
Technical e e ences
P ojec Ac onym
SMART ERA
P ojec Ti le
SMART communi y-led ansi ion o Eu ope’s Ru al A eas
P ojec Coo dina o
Fondazione B uno Kessle (FBK)
P ojec Du a ion
Janua y 2024 – Decembe 2027 (48 mon hs)
Deli e able Ti le
D3.1 – “Co-design Toolki ”
Deli e able Type
R
Dissemina ion le el*
PU
Wo k Package
WP3 – “Co-design o SIPs o u al inno a ion and
sus aining communi y pa icipa ion”
Lead bene icia y
Fondazione B uno Kessle (FBK)
Au ho (s)
Chia a Leona di, Eleono a Menca ini, Elena No (FBK-i3),
Simone Bassanelli, Fede ico Bone i, Annapaola Ma coni
(FBK-MoDiS)
Re iewe s
Claudia C ippa, Luca Mascella o (ICONS), Pie ick Le
Guillou (ANYSOL)
Due da e o deli e able
31s Decembe 2024
Ac ual submission da e
16 h Decembe 2024
* PU – Public, ully open, e.g. web (Deli e ables lagged as ‘public’ will be au oma ically published on he CORDIS
p ojec ’s page)
SEN – Sensi i e, limi ed unde he condi ions o he G an Ag eemen
Classi ied R-UE/EU-R – EU RESTRICTED unde he Commission Decision No. 2015/444
Classi ied C-UE/EU-C – EU CONFIDENTIAL unde he Commission Decision No. 2015/444
Classi ied S-UE/EU-S – EU SECRET unde he Commission Decision No. 2015/444
Da e
Con ibu o (s)
Commen
0.1
09/07/2024
Chia a Leona di (FBK)
Ini ial able o con en s
0.1
27/08/2024
Chia a Leona di, Elena No (FBK)
D a con en s o chap e s 1, 2 and
Annexes A, B, C
0.1
31/10/2024
Elena No (FBK)
Consolida ed able o con en s sen o
in e nal e iewe s
0.2
27/11/2024
Chia a Leona di, Elena No , Eleono a
Menca ini (FBK)
D a con en s o chap e s 3 and 4 and
Annexes D, F, and G
0.2
27/11/2024
Simone Bassanelli, Fede ico Bone i,
Annapaola Ma coni (FBK)
Con en s o chap e 5
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D3.1 - “Co-design oolki ”
0.2
27/11/2024
Elena No (FBK)
Deli e able sen o in e nal e iewe s
o quali y check
0.3
06/12/2024
Chia a Leona di, Eleono a Menca ini
Elena No (FBK)
Con en s o Annex E
0.4
12/12/2024
Chia a Leona di, Eleono a Menca ini
Elena No (FBK)
Finalised deli e able ollowing in e nal
e iewe s' sugges ions
1.0
16/12/2024
Alessia To e, Ma eo Ge osa (FBK)
Final edi ing and submission
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D3.1 - “Co-design oolki ”
Table o Con en s
Ac onyms ..................................................................................................................... 8
Execu i e Summa y ............................................................................................... 9
1. In oduc ion .......................................................................................................... 10
2. De ini ion o Sma Inno a ion Package (SIP) ................................. 12
2.1 Backg ound concep s on collabo a i e p ocesses ............................................. 12
2.2 The con ex o SMART ERA u al inno a ion ...................................................... 13
2.2.1 Social aspec s .................................................................................................... 14
2.2.2 Digi al aspec s ................................................................................................... 15
2.2.3 The SIP-based app oach o u al inno a ion ..................................................... 17
2.3 P ocess ollowed o SIP de ini ion and SIP co-design oolki c ea ion ............ 18
2.4 SIP equi emen s .................................................................................................... 21
2.5 Ope a i e de ini ion o Sma Inno a ion Package .............................................. 23
3. Ca ego iza ion o SIP "ing edien s" ...................................................... 26
3.1 People ..................................................................................................................... 28
3.2 Da a ......................................................................................................................... 30
3.3 Local knowledge .................................................................................................... 34
3.4 Digi al applica ions ................................................................................................ 36
3.5 Communica ion and aining ................................................................................. 43
3.6 Incen i es ................................................................................................................ 45
3.7 Ha dwa e and digi al in as uc u e ...................................................................... 47
3.8 Physical in as uc u e and equipmen ................................................................ 49
3.9 Poli ical enable s .................................................................................................... 51
3.10 Financial and economic enable s ....................................................................... 54
3.11 Legal aspec s........................................................................................................ 55
3.12 Sma ness assessmen o he e i o y .............................................................. 56
4. SIP Co-design Toolki : suppo ing u al a eas in de ining hei
SIPs ............................. ………………………………………………………………………..58
4.1 O e iew o he analogue SIP Co-design Toolki ................................................ 60
4.2 SIP desc ip ion empla e ....................................................................................... 61
4.3 How o use he oolki ............................................................................................ 66
4.3.1 Di e en use s, lexible use................................................................................ 66
4.3.2 Use scena ios, u o ial and aining .................................................................. 67
4.4 SIP Boa d ................................................................................................................ 68
4.5 Ing edien s ki ......................................................................................................... 69
4.5.1 Ing edien ca ds ................................................................................................. 69
4.5.2 Re lec ion ques ions .......................................................................................... 71
4.6 Can ases ................................................................................................................ 71
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D3.1 - “Co-design oolki ”
4.7 O he me hodological esou ces o capaci y building ...................................... 73
5. Towa ds a hyb id (physical and digi al) co-design oolki ...... 74
5.1 Li e a u e e iew ..................................................................................................... 74
5.1.1 P elimina y esul s ............................................................................................. 74
5.2 Digi al ool ............................................................................................................... 75
Conclusions .............................................................................................................. 78
Re e ences ................................................................................................................. 79
Annex A – In ui i e examples o SIPs ............................................................................ 84
A.1 SIP o a coope a i e o a me s .............................................................................. 84
A.2 SIP o an on-demand mobili y se ice .................................................................... 84
A.3 SIP o a school o shephe ds .................................................................................. 85
A.4 SIP o he de elopmen o local c ops .................................................................... 86
Annex B – Wo kshop on inno a ion p ocesses in u al a eas .................................... 87
B.1 Objec i e and s uc u e o he wo kshop .................................................................. 87
B.2 Resul s ..................................................................................................................... 89
B.3 Discussion ............................................................................................................... 91
Annex C – Wo kshop on inno a ion ing edien s .......................................................... 94
C.1 Objec i es and s uc u e o he wo kshop ................................................................ 94
C.2 Resul s ..................................................................................................................... 95
C.3 Discussion ............................................................................................................... 97
Annex D – Wo kshop on digi al ing edien s .................................................................. 99
D.1 Objec i es and s uc u e o he wo kshop ................................................................ 99
D.2 Resul s ................................................................................................................... 101
D.3 Discussion ............................................................................................................. 101
Annex E – Wo kshop on SIP Co-design Toolki aining and alida ion ................... 102
E.1 Objec i es and s uc u e o he wo kshop .............................................................. 102
E.2 Resul s ................................................................................................................... 104
E.3 Discussion ............................................................................................................. 104
Annex F – Scena ios o SIP Co-design Toolki usage ................................................ 107
F.1 Scena io o usage o an in e nal mee ing .............................................................. 107
F.2 Scena io o usage o a wo kshop wi h s akeholde s ............................................. 109
Annex G – Explo a ion o al e na i e designs o he SIP Boa d............................... 111
G.1 Base layou ............................................................................................................ 111
G.2 Layou based on he Double Diamond app oach .................................................. 111
G.3 Layou sugges ing a h ee-phase SIP co-c ea ion p ocess ................................... 112

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D3.1 - “Co-design oolki ”
Lis o Tables
Table 1. Di e en ypes o da a. ......................................................................................... 31
Table 2. SIP desc ip ion Templa e. .................................................................................... 61
Lis o Figu es
Figu e 1. The SMART ERA concep .................................................................................. 10
Figu e 2. Wo kpackages and asks con ibu ing o he de ini ion, implemen a ion and
alida ion o SIP me hodology. ................................................................................... 11
Figu e 3. The pa h om a u al challenge o a alida ed inno a ion solu ion. In o ange he
added alue o he p ocess p o ided by he SMART ERA p ojec . ............................. 18
Figu e 4. The inc emen al p ocess o SIPs amewo k de ini ion, pilo ing, e alua ion and
eplica ion in he SMART ERA wo kplan. ................................................................... 18
Figu e 5. The low o ac i i ies pe o med in Task T3.1...................................................... 19
Figu e 6. Visual ep esen a ion o a sample SIP. ............................................................... 24
Figu e 7. An example o esou ces de eloped o he ca ego y “Digi al applica ions”: ca ds,
e lec ion ques ions and “How o”. .............................................................................. 26
Figu e 8. Lis o ing edien ca ego ies and subca ego ies included in he i s e sion o he
SIP Co-design Toolki . ................................................................................................ 27
Figu e 9. Flow o in o ma ion ha will popula e he SIP desc ip ion along he p ocess. ..... 59
Figu e 10. Base layou o he SIP Boa d........................................................................... 68
Figu e 11. Sample usage o he SIP Boa d (le ) and example o hexagon-shaped s icky
no e. ............................................................................................................................ 69
Figu e 12. An example o a p esen a ion ca d o a ca ego y o ing edien s (le ) and an
example o an ing edien ca d ( igh ). ......................................................................... 70
Figu e 13. O e iew o he Ing edien ca ds c ea ed o he i s e sion o he SIP Co-design
Toolki . ........................................................................................................................ 70
Figu e 14. Re lec ion Ques ions o he "People" ca ego y o ing edien s. ......................... 71
Figu e 15. A shee o he Digi al Enable s can as. (adap ed om he SEROI+ me hod). .. 72
Figu e 16. Digi al Enable s can as used du ing a collabo a i e wo kshop in Sòlle (Mallo ca).
.................................................................................................................................... 72
Figu e 17. Boa d iew in he digi al ool. ............................................................................ 76
Figu e 18. Ins ances wi hin an ing edien ca ego y, in his case “People”, and display o
ing edien ca ds. ......................................................................................................... 77
Figu e 19. Pilo iew wi h wo di e en examples o use, dai y supply and o es y
managemen . .............................................................................................................. 77
Figu e 20. Sample SIP o a coope a i e o a me s. ......................................................... 84
Figu e 21. Sample SIP o an on-demand mobili y se ice ................................................ 85
Figu e 22. Sample SIP o a school o shephe ds .............................................................. 85
Figu e 23. Sample SIP o he de elopmen o local c ops. ............................................... 86
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D3.1 - “Co-design oolki ”
Figu e 24. Exe cise 1 o Wo kshop 1 in T en o. ................................................................ 87
Figu e 25. Exe cise 2 o Wo kshop 1 in T en o. ................................................................ 87
Figu e 26. Exe cise 3 o Wo kshop 1 in T en o. ................................................................ 88
Figu e 27. A p e ious se ice c ea ion p ocess o u al de elopmen ha was implemen ed
in Sólle (Mallo ca). ..................................................................................................... 88
Figu e 28. Analysis o one o he inno a ion s o ies eme ged om he wo kshop. ............ 89
Figu e 29. Compa a i e analysis o signi ican ac s in inno a ion s o ies eme ged om he
wo kshop. ................................................................................................................... 90
Figu e 30. De ail o ecu en concep s. ............................................................................. 91
Figu e 31. S imulus ma e ials p o ided o suppo he discussion. (a) On he le , he
empla e o desc ibe sample ing edien s, and (b) on he igh , he pos e o o ganise
ideas. .......................................................................................................................... 95
Figu e 32. Examples o ing edien ca ds illed ou by pa icipan s du ing he wo kshop. ... 95
Figu e 33. Mu al boa d collec ing all he ing edien s ha eme ged om g oup wo k du ing
he wo kshop. ............................................................................................................. 96
Figu e 34. Ini ial g ouping o "ing edien s" in o 10 ca ego ies and 50 subca ego ies, as
eme ged om he second wo kshop. .......................................................................... 97
Figu e 35. Can ases used o acili a e g oup discussion du ing he wo kshop. ............... 100
Figu e 36. Ma e ial p oduced in he wo kg oup o he Eas He zego ina case s udy. ..... 101
Figu e 37. Explana ions p o ided o wo kshop pa icipan s du ing he p esen a ion o he
aining session. ........................................................................................................ 102
Figu e 38. SMART ERA pa ne s engaging in he aining session wi h he analogue SIP
Co-design Toolki ...................................................................................................... 103
Figu e 39. The inal session o SIP Boa d upda ing. ........................................................ 104
Figu e 40. Base layou o he SIP Boa d......................................................................... 111
Figu e 41. Layou o he SIP Boa d inspi ed o he Double Diamond design me hodology.
.................................................................................................................................. 112
Figu e 42. Layou o he SIP Boa d based on an ex ension o he Double Diamond
app oach. .................................................................................................................. 113
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D3.1 - “Co-design oolki ”
Ac onyms
Ac onym
Desc ip ion
CSCW
Compu e -Suppo ed Coope a i e Wo k
HCI
Human-Compu e In e ac ion
ICT
In o ma ion and Communica ion
Technology
PA
Public Adminis a ion
Phygi al
Hyb id, phygi al and digi al, sys em
SESAM
Sma E a Sma ness Assessmen Me hod
SGIs
Se ices o Gene al In e es
SIP
Sma Inno a ion Package
Tx.y
Task Tx.y in he SMART ERA wo kplan
WPx
Wo k Package x in he SMART ERA
wo kplan
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D3.1 - “Co-design oolki ”
Execu i e Summa y
The SMART ERA p ojec add esses he challenges aced by u al communi ies in emo e
a eas while de ining solu ions ha os e inno a ion and socio-economic de elopmen . The
p ojec p oposes a me hodology based on collabo a i e p ac ices ha allows he co-design
o bundles o enable s ha wo k in syne gy o c ea e inno a i e solu ions, called Sma
Inno a ion Packages. Enable s, in o mally called "ing edien s", may be o di e en ypes,
as equi ed o ace he complexi y o in oducing inno a ion in a e i o y: da a and
knowledge on con ex , digi al applica ions, in as uc u es, equipmen , bes p ac ices,
communica ion and aining, incen i es, inancial and economic enable s, poli ical/legal
aspec s, people.
Wo k Package 3 o he SMART ERA p ojec aims a o mally in es iga ing and de ining he
concep ual, me hodological and ope a i e amewo k o designing Sma Inno a ion
Packages (SIPs). This epo desc ibes he ou come o he esea ch ac i i ies ca ied
ou in Task 3.1.
The epo is o ganised in o chap e s ha p og essi ely explain:
● he a ionale behind he adop ed de ini ion o SIP,
● a me hodology o b eaking down a SIP in o i s "ing edien s",
● a se o esou ces ha compose he SIP Co-design Toolki aimed a empowe ing
s akeholde s in u al a eas o collabo a i ely design he SIP ha bes i s hei local
de elopmen challenges,
● an o e iew o digi al unc ionali ies cu en ly unde de elopmen owa ds he
ealisa ion o a hyb id (physical and digi al) e sion o he SIP Co-design Toolki
ha will suppo he mo i a ional s a egies elabo a ed in Task 3.2.
The Annexes o he epo o e in ui i e examples o SIPs, addi ional de ails on he esea ch
ac i i ies ha we e ca ied ou wi hin he SMART ERA conso ium in Task 3.1 o collec he
e idence in o ming he SIP de ini ion and equi emen s, insigh s ga he ed om a o ma i e
e alua ion session o he SIP Co-design Toolki and examples o scena ios illus a ing how
he oolki can be used in lexible ways ha adap o di e en con ex s and needs.
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D3.1 - “Co-design oolki ”
po en ial o digi al solu ions in enhancing access o se ices and imp o ing quali y o
li e (Ma inez e al., 2004; López-Igual e al., 2020).
Yin and colleagues (2022) examine he impo ance o u al inno a ion sys ems in p omo ing
sus ainable de elopmen in u al a eas. Digi al ans o ma ion is emphasised as a ool o
boos ing p oduc i i y and connec i i y, o e ing new business oppo uni ies h ough
imp o ed access o ICT. A he same ime, he au ho s s ess he need o ac i e s akeholde
engagemen , which ensu es ha local ac o s collabo a e o iden i y and add ess c i ical
challenges. E ec i e policies a e necessa y o suppo u al inno a ion sys ems. Besides,
he impo ance o aligning na ional and local policies o c ea e an enabling en i onmen o
inno a ion is s essed, as well as he impo ance o sus ainabili y in u al de elopmen ,
ad oca ing o p ac ices ha p omo e ecological balance while os e ing economic g ow h.
Recen ly, esea che s in Compu e -Suppo ed Coope a i e Wo k (CSCW) and Human-
Compu e In e ac ion (HCI) s a ed o ocus on "de eloping egions", leading o an
inc easing in e es in unde s anding how ICTs can suppo quali y o li e and wo k p ac ices,
such as ag icul u e in de eloping coun ies (Chand a and Collis, 2021). These schola s
acknowledge he challenges aced by u al communi ies, including limi ed access o
elec ici y and wa e , while also highligh ing he inno a i e ICT solu ions ha a ise in
esponse, such as sola -powe ed mobile phone cha ging sys ems. I s udies ha e ocused
a he beginning mainly on u al challenges aced in de eloping coun ies, s udies a e
ecen ly add essing he challenges speci ic o de eloped u al a eas.
Ha dy e al. (2019), in hei wo k “Ru al HCI Resea ch: De ini ions, Dis inc ions, Me hods,
and Oppo uni ies”, p opose a esea ch agenda ocused on u al a eas ha di e om he
low-income, de eloping egions ypically s udied in Human-Compu e In e ac ion (HCI). The
au ho s emphasise he need o explo e u al a eas in de eloped and high-income coun ies,
which emain la gely unde s udied in HCI esea ch despi e ha ing access o echnology and
in as uc u e.
In hei scoping e iew, he au ho s i s iden i y key cha ac e is ics o u al a eas, including
in as uc u e such as in e ne connec i i y and he sca ci y o public se ices like
anspo a ion, o en due o low popula ion densi y and geog aphic isola ion. Ru al a eas
end o be a om u ban cen es, and hei cul u e and alues a e closely linked o his
isola ion. The peculia ela ionship wi h na u e shapes local economies and businesses in
u al egions, which a e ypically smalle and o en ocused on ag icul u e and esou ce
ex ac ion. Digi al li e acy and compu e skills can a y signi ican ly, as can access o social
se ices and heal h ca e. Ru al popula ions a e gene ally smalle and less dense, wi h
demog aphics o en skewing olde . Social ne wo ks in u al a eas also di e om hose in
u ban en i onmen s, wi h mo e amily-based ela ionships compa ed o he iend-cen ed
ne wo ks commonly ound in ci ies. As a esul , ne wo k-media ed aid in u al a eas is mo e
likely o come om amily connec ions a he han iends.
In hei scoping e iew, Ha dy e al. (2019) also iden i y a numbe o ends and he ole o
ICT in u al a eas. They ound ha mos o he esea ch has been conduc ed in de eloping
o low-income coun ies, wi h s udies in high-income egions mainly ocusing on he US, UK,
and Aus alia. Many pape s did no explici ly de ine " u ali y", hough when de ini ions we e
p esen , hey we e o en desc ip i e a he han sociocul u al o symbolic de ini ions. A
signi ican emphasis has been placed on in as uc u e challenges, especially limi ed
in e ne connec i i y, which is a p ima y ac o in luencing echnology access and adop ion
in u al a eas. Consequen ly, many s udies explo e echnologies ha aim o b idge he u al-

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D3.1 - “Co-design oolki ”
u ban di ide, o en highligh ing digi al li e acy and he need o align echnology wi h u al
alues in he design p ocess. Resea ch conce ning u al economies and se ices ends o
ocus on ag icul u e and heal hca e suppo , while s udies on social dynamics sugges ha
popula ion size and densi y a ec online social ne wo k engagemen and use -gene a ed
con en p oduc ion. Quali a i e and c oss-sec ional me hodologies a e p edominan , wi h
obse a ional me hods sligh ly mo e common, e lec ing a ocus on unde s anding use
expe iences in u al con ex s.
2.2.3. The SIP-based app oach o u al inno a ion
By combining social and digi al dimensions o inno a ion, he SMART ERA p ojec akes on
u al de elopmen challenges by:
● de ising me hods and ools o help u al communi ies assess hei con ex and
iden i y p io i ies;
● de ising me hods and ools aimed a suppo ing he pa icipa o y design o
packages o "ing edien s" (social, echnological, poli ical, inancial, ela ed o
impac and sus ainabili y), called Sma Inno a ion Packages, o implemen ing
inno a i e solu ions o u al de elopmen challenges;
● implemen ing mo i a ional s a egies o sus ain communi y engagemen and he
achie emen o inno a ion goals;
● wi h he help o 6 di e se pilo case s udies, expe imen ing wi h he usage o hese
me hods and ools, as well as obse ing ac ual co-c ea ion p ocesses ha help
e ine he me hodology and le bes p ac ices eme ge;
● expe imen ing wi h he implemen a ion o some "ing edien s" o SIPs o es he
o e all app oach;
● dis illing lessons lea ned and policy b ie s;
● de ining eplica ion p ocedu es ha igge i uous cycles o scaling up and
sp eading inno a ion.
Figu e 3 summa ises he SMART ERA ision o he SIP-based app oach o inno a ion, wi h
he enable s p o ided by he ou pu s p oduced in he p ojec .
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D3.1 - “Co-design oolki ”
Figu e 3. The pa h om a u al challenge o a alida ed inno a ion solu ion. In o ange he added
alue o he p ocess p o ided by he SMART ERA p ojec
2.3. P ocess ollowed o SIP de ini ion and SIP co-design oolki
c ea ion
Sma Inno a ion Packages (SIPs) a e he pi o al concep ha pe mea es he o e all
SMART ERA wo kplan. This means ha he de ini ion o SIP and he co-design oolki
p oduced a he end o he i s yea o p ojec de elopmen ep esen li ing concep s and
ma e ials ha will be es ed, e ined, and e lec ed upon du ing he whole p ojec
de elopmen in an inc emen al p ocess, as illus a ed in Figu e 4.
Figu e 4. The inc emen al p ocess o SIPs amewo k de ini ion, pilo ing, e alua ion and eplica ion
in he SMART ERA wo kplan
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D3.1 - “Co-design oolki ”
This deli e able ocuses on ac i i ies ca ied ou wi hin T3.1 du ing he i s yea o p ojec
implemen a ion and ha enabled he dis illing o equi emen s, he ope a i e de ini ion o
Sma Inno a ion Package, he d a o a o mal desc ip ion empla e, he iden i ica ion o
main ca ego ies o SIP "ing edien s", and he c ea ion o a me hodological oolki wi h
esou ces suppo ing he co-design o SIPs ackling speci ic u al inno a ion challenges.
Figu e 5 summa ises he low o ac i i ies pe o med in T3.1 and hei in e dependencies
(Highligh ed in o ange a e wo kshops held wi h he pa icipa ion o all p ojec pa ne s. Whi e
boxes co espond o esea ch ac i i ies conduc ed by echnical pa ne s con ibu ing o
T3.1).
Figu e 5. The low o ac i i ies pe o med in Task 3.1
S a ing om backg ound esea ch on collabo a i e p ocesses in ol ing public-p i a e
ne wo ks o s akeholde s o he co-p oduc ion o inno a i e se ices and on he peculia i ies
o he u al con ex , a pa icipa o y jou ney was ini ia ed ha in ol ed SMART ERA
Communi y Ac i a o s and Pilo O ches a o s o he six p ojec case s udies in e ining he
meaning and concep s o SIPs beginning om conc e e examples and p ac ices o u al
de elopmen .
1. Re lec ion on p e ious pa icipa o y p ocesses o co-c ea ing inno a ion
se ices in u al a eas. Ac i i ies s a ed wi h an ini ial in-p esence wo kshop du ing
which Communi y Ac i a o s we e asked o sha e and e lec , wi h he help o Pilo
O ches a o s, on p e ious expe iences o ganised in hei u al e i o y o he
collabo a i e c ea ion o inno a ion, on he ype o se ice ha was c ea ed, on he
c ea ion p ocess ha was ollowed, and on he posi i e s. challenging aspec s ha
we e encoun e ed. The inno a ion s o ies and he commen s ha eme ged du ing
he wo kshop discussion we e analysed o iden i y commonali ies and di e ences
20
D3.1 - “Co-design oolki ”
ac oss di e se expe iences and u al con ex s. Bes p ac ices, ba ie s and
sus ainabili y issues we e iden i ied o each sample p ocess, ying o unde s and
which s a egies and inno a i e "ing edien s" we e used o sol e challenges du ing
he ini ia ion phase, he s akeholde ne wo k engagemen , he con ex analysis, he
p ojec implemen a ion, i s sus ained main enance and moni o ing in ime.
Fo he sake o esea ch eplicabili y, Annex B desc ibes in de ail how he wo kshop
was o ganised, which ma e ials we e p oduced and he indings ha we e de i ed.
This ac i i y's esul s ha e ed he equi emen s ha SIPs should sa is y o suppo
inno a ion p ocesses in u al a eas, as desc ibed in Sec ion 2.4.
2. Re lec ion on ypes o "ing edien s" equi ed o deploy inno a ion se ices.
The ou pu o he i s wo kshop p o ided he backg ound o a second wo kshop,
du ing which all conso ium membe s we e asked o iden i y di e en ypes o
“ing edien s” ha come in o play du ing he pa icipa o y c ea ion and deploymen o
inno a ion se ices in u al a eas. The wo kshop was held in p esence in he o m o
a b ains o ming session wi hin ou pa allel wo k g oups o abou 9 - 14 pa icipan s
each, as well as a inal plena y discussion session. The analysis o he ma e ial
collec ed du ing he wo kshop allowed he c ea ion o an a ini y diag am whe e 157
sample ing edien s we e g ouped in o en main ca ego ies o ac o s ha may be
p esen in a SIP (da a and knowledge on con ex , so wa e, bes p ac ices,
communica ion and aining, incen i es, inancial and economic enable s,
in as uc u e, equipmen , poli ical/legal aspec s, people).
Annex C desc ibes in de ail he wo kshop whose esul s alida ed he SMART ERA
o e all ision ha solu ions o u al de elopmen challenges equi e complemen a y
ypes o ac ions ha wo k in syne gy. P elimina y ideas on how o s uc u e a
ca ego iza ion o ing edien s o suppo he c ea ion o SIPs we e de i ed om he
ou pu o his wo kshop.
A li e a u e s udy was hen ini ia ed o deepen he unde s anding o he ca ego ies o
SIP ing edien s and in eg a e wha has eme ged so a wi h exis ing esea ch indings
and expe iences om o he EU p ojec s. This desk esea ch wo k helped consolida e
he s uc u e o he ca ego iza ion o "ing edien s" illus a ed in Chap e 3.
3. Re lec ion on digi al "ing edien s" and SIP co-design me hods. The li e a u e
s udy helped p epa e a hi d wo kshop wi h Communi y Ac i a o s and Pilo
O ches a o s o b ains o m on he oppo uni ies ha so wa e/digi al ing edien s may
open o u al a eas. On he one hand, his ac i i y allowed pilo owne s o s a
e lec ing on how digi al echnologies may become special ing edien s o SIPs, wha
sample echnology seems mos p omising o hei pilo and which scena io can be
en isaged, wha s akeholde s should be in ol ed in implemen ing he scena io, wha
would assu e ha he solu ion would wo k, and/o which would be he expec ed
bene i s. On he o he hand, he wo kshop also wo ked as a es expe imen o e ine
co-design me hodologies ha ha e been included in he SIP Co-design Toolki (like
hema ic ca ds o illus a e a a ie y o sample ing edien s o a speci ic ca ego y and
e lec ion can ases), as will be desc ibed in Chap e 4.
Annex D desc ibes in de ail how he wo kshop was o ganised and he ma e ials used
o acili a e he discussion.
21
D3.1 - “Co-design oolki ”
4. Ope a i e de ini ion o SIP and SIP Co-design Toolki speci ica ion. The esul s
o he collabo a i e ac i i ies and esea ch pe o med a p e ious s ages we e used
o elabo a e a p elimina y ope a i e de ini ion o wha a SIP is (Sec ion 2.5) and o
concei e esou ces and guidelines ( he SIP Co-design Toolki desc ibed in Chap e
4) o help ne wo ks o s akeholde s in he co-design o a SIP ha i s he needs o
hei local e i o y.
Join discussions ha e also been ini ia ed wi h T3.2 on how mo i a ional s a egies
could be inco po a ed in o he co-design oolki o suppo he engagemen o
s akeholde s h oughou he SIP c ea ion p ocess.
5. Fo ma i e e alua ion o he SIP Co-Design Toolki and aining. P elimina y
eedback by p ojec pa ne s on he s uc u e and con en s o he SIP Co-design
Toolki was collec ed du ing a wo kshop o ganised in conjunc ion wi h he conso ium
mee ing held in Milano on he 3 d and 4 h o Decembe 2024. The wo kshop se ed
he pu pose o alida ing he in e ac ion wi h analogue ma e ials ( o ma i e
e alua ion) as well as he pu pose o o e ing hands-on aining on i s use.
Annex E desc ibes in de ail how he aining and alida ion wo kshop was o ganised
and he main e lec ions ha will be used o e ine he oolki .
2.4. SIP equi emen s
The esea ch ac i i ies pe o med in he ini ial phases o he SMART ERA p ojec , s a ing
om he analysis o he wo kshops desc ibed abo e, led o he eme gence o speci ic
equi emen s o he concep ual de ini ion o SIPs. In pa icula , he ollowing indings
eme ging om Wo kshop 1 (desc ibed in de ail in Annex B) and Wo kshop 2 (desc ibed in
de ail in Annex C) a e o pa icula signi icance.
● Local u al a eas i s need help o build capaci y in implemen ing inno a ion.
● The a ie y o go e nance models a he basis o u al inno a ion co-p oduc ion calls
o a lexible concep o SIP in e ms o idea ion, managemen and owne ship.
● I may ake a long ime o each he end o he se ice c ea ion p ocess. Fo his
eason, an inc emen al app oach o se ice c ea ion is o en adop ed.
● Replica ing he p ocess, wi h lessons lea ned, in a new municipali y o o a new
p oduc is also an applied s a egy.
● Achie ing ea ly success s o ies helps he inc emen al app oach, a ou s
eplicabili y, helps ind unding and helps e u n esul s o s akeholde s.
● The solu ion o a u al challenge may be a bundle o se ices (e.g., heal h educa ion,
p oximi y se ices, elemedicine se ices); he e o e, complemen a i y be ween
ac ions may be equi ed.
● The implemen a ion o he se ice migh need o ensu e i s adap abili y o e ime o
adap o changing seasons, egional needs, o di e en use s' needs.

22
D3.1 - “Co-design oolki ”
● Con inui y o ac ion some imes comes om he complemen a i y o di e en
unding oppo uni ies.
● I is impo an o moni o he p og ess o he p ocess and implemen pe iodic
e alua ion and imp o emen s o ake in o accoun he eedback om s akeholde s.
● Conc e e examples o ing edien s p oposed by expe s o coming om he
expe ience o o he e i o ies, a e o inspi a ion o u al communi ies commi ed
o inno a ion.
● Mo i a ion o pa icipan s is essen ial. The e mus be e ec i e ways o ac i a e i
and sus ain i in ime. Indeed, di e en s akeholde s may pa icipa e a di e en
s ages o he p ocess.
These indings ha e been ansla ed in o he ollowing ope a i e equi emen s o SIPs:
1. INTUITIVENESS. An in ui i e me hodology and amewo k o de elop SIPs is
equi ed o help he e ogeneous ne wo ks o s akeholde s build capaci y and sha e a
common unde s anding o solu ions.
2. COLLABORATION. SIP's concep ualisa ion should suppo i s collabo a i e c ea ion
and lexible managemen .
3. USERS DIVERSITY. Di e en ypes o s akeholde s may o ches a e a SIP co-
p oduc ion p ocess. The e o e, lexibili y has o be gua an eed in e ms o how a SIP
is used and by whom.
4. INCREMENTALITY. The ope a i e de ini ion o a SIP has o accommoda e he
p og essi e iden i ica ion and implemen a ion o ing edien s easily.
5. SUBPARTS. Subse s o ing edien s in SIPs may cons i u e meaning ul clus e s ha
sol e subp oblems ela ed o he o e all inno a ion challenge. Clus e s could be
ocussed on indi idually and could be eused sepa a ely.
6. COMMUNICABILITY. In e media e esul s o he SIP co-design ha ep esen
success ul s o ies need o be communicable in an in ui i e way.
7. REPLICABILITY. A SIP o i s subpa s need o p o ide a so o " ecipe" o help hei
eplica ion, e.g., by he same e i o y o scale up he app oach o a mo e ex ensi e
a ea o o a di e en ype o se ice, o by a dis inc e i o y wi h simila needs.
8. ADAPTABILITY. Replica ion in a di e en con ex o he usage o a SIP a a di e en
ime may equi e adap ing he se o ing edien s.
9. COMPLEMENTARITY. SIPs gene a ed om di e en p ojec s may need o be
complemen a y, e.g. o sha e some ing edien s o o become subpa s o a la ge
SIP.
23
D3.1 - “Co-design oolki ”
10. OVERVIEW. SIPs should ha e a ep esen a ion ha allows iden i ying a a glance
he s a e o p og ess, he ype o ing edien s ha ha e been iden i ied so a and
whe he he e a e ca ego ies ha ha e no been conside ed ye .
11. DESCRIPTION and SEARCHABILITY. SIPs should be desc ibed in simple e ms o
help o he e i o ies immedia ely g asp wha was done and i s impac o ge
inspi a ion. Fu he de ails on he SIP ing edien s should be made a ailable o
acili a e ollowe s' ac ual ake-up.
12. MOTIVATION. The p ocess o SIPs co-design should be suppo ed wi h mo i a ional
s a egies o s imula e and sus ain pa icipa ion.
2.5. Ope a i e de ini ion o Sma Inno a ion Package
The esea ch ac i i ies pe o med du ing he SMART ERA ini ial phase and p esen ed in he
p e ious sec ions p o ide he backg ound o he ollowing concep ual amewo k o Sma
Inno a ion Packages.
De ini ion
A Sma Inno a ion Package (SIP) is a se o in eg a ed enable s ha wo k in syne gy o
p o ide a solu ion o a u al inno a ion challenge. Enable s, in o mally called "ing edien s",
may be o di e en ypes, as equi ed o ace he complexi y o in oducing inno a ion in a
e i o y: a ious ypes o ac o s and incen i es o mo i a e hem, da a and knowledge on
he con ex , digi al applica ions, in as uc u es, equipmen , inancial and economic
enable s, poli ical ad ocacy, legal aspec s, communica ion and aining ac i i ies may be all
equi ed o se up a solu ion ha wo ks and is socially, en i onmen ally and economically
sus ainable.
Complemen a y ing edien s may be necessa y o:
➔ es ablish he collabo a i e p ocesses ha p epa e he g ound o he
se ice/inno a ion,
➔ implemen he se ice i sel ,
➔ main ain i in he long e m.
Visual ep esen a ion me apho
A isual me apho was selec ed o in ui i ely con ey he concep o complemen a y
ing edien s c ea ed collabo a i ely in a join e o (INTUITIVENESS equi emen ).
The hexagon shape o ep esen ing edien s was p e e ed o e ha o a puzzle piece
(used in he p ojec p oposal o in oduce he SIP concep ) o be e suppo he idea ha
agg ega ions o hexagons a e easie o compose, o inc emen ally c ea e lexible shapes
ha may adap o di e en spaces (con ex s). A he same ime, he e oca i e s uc u e o
beehi es sugges s he possibili y o p o iding clea guidance on how o collabo a i ely wo k
a illing gaps.
This isual ep esen a ion me apho was adop ed e y soon a he beginning o he p ojec
o es i s in ui i eness wi hin he he e ogeneous g oup o p ojec pa ne s, who ha e e y
24
D3.1 - “Co-design oolki ”
di e en backg ounds. Figu e 6 shows one o he e y i s examples o a isual
ep esen a ion o SIP sha ed wi h pa ne s (a he conso ium mee ing in Mallo ca in June
2024).
Figu e 6. Visual ep esen a ion o a sample SIP
This example was used o in ui i ely explain how a u al challenge o limi ed ag icul u al
de elopmen due o a lack o mode n equipmen could be sol ed by c ea ing a coope a i e
o local a me s o acili a e he en ing o expensi e equipmen . The example was inspi ed
by a eal challenge aced by a u al communi y in Ma ene (I aly). To build he inal solu ion
(SIP), s akeholde s i s needed o be e unde s and he con ex o he p oblem (mus a d-
colou ed ing edien hexagons), se up he legal, inancial and egula o y s uc u e o he
coope a i e ( u quoise ing edien hexagons), c ea e ne wo king and communica ion
s a egies (whi e ing edien hexagons). The pale blue hexagons exempli y how his exis ing
case s udy could be u he inno a ed by using digi al echnologies o op imise he
managemen o he equipmen .
This isual ep esen a ion also suppo s he equi emen o p o iding, a a glance, he s a e
o p og ess and he ing edien s iden i ied so a (OVERVIEW equi emen ). I allows o
isually highligh subpa s ha sol e speci ic p oblems and can be communica ed as
in e media e success s o ies (SUBPARTS and COMMUNICABILITY equi emen s). I
easily pe mi s he inc emen al g ow h o he SIP o he change o some ing edien s
(INCREMENTALITY, ADAPTABILITY). I allows o pu side-by-side SIPs c ea ed o
di e en challenges o iden i y common ing edien s and o e lapping i ems
(COMPLEMENTARITY).
Fo mal ep esen a ion
In addi ion o i s e y in ui i e isual ep esen a ion, a SIP needs o be desc ibed in good
de ail o documen wha was done, help o he e i o ies ge inspi a ion and acili a e he
eplica ion, wi h adap a ion, o he solu ion. A common empla e o s uc u e and anno a e
25
D3.1 - “Co-design oolki ”
SIP desc ip ions was de ined o his pu pose, as illus a ed in Sec ion 4.2. ( equi emen s o
DESCRIPTION, SEARCHABILITY, REPLICABILITY).
How di e en ypes o s akeholde s may collabo a e in he co-design o a SIP is a ou ed
by a bespoke SIP Co-design Toolki , as desc ibed in Chap e 4 and in he usage scena ios
exempli ied in Annex F (COLLABORATION and USERS DIVERSITY equi emen s). How
o suppo he mo i a ion o s akeholde s along he whole SIP co-design and co-deli e y
p ocess is cu en ly being in es iga ed in Task 3.2 and will be desc ibed in de ail in
deli e able 3.2 a mon h 24 o p ojec de elopmen (MOTIVATION equi emen ). An
explana ion o how mo i a ional s a egies will be suppo ed by digi al unc ionali ies
complemen ing analogue ma e ials o he SIP Co-design Toolki is o e ed in Chap e 5.
32
D3.1 - “Co-design oolki ”
Quali a i e Da a
Desc ip i e, non-nume ical da a, such as in e iew ansc ip s,
obse a ions, and social media commen s, o en used o cap u e
meanings, concep s, o pe cep ions.
By
ime ame
Real-Time Da a
Cap u ed and p ocessed ins an ly as da a a e gene a ed, o en
used in moni o ing sys ems, inancial ading, and IoT applica ions.
His o ical Da a
Collec ed o e ime and used o analyse pas ends, p edic u u e
ou comes, o unde s and pa e ns, such as wea he o his o ical
sales da a.
By
sensi i i y
Public Da a
Da a ha is openly a ailable o he public and does no con ain
sensi i e o con iden ial in o ma ion, like public eco ds and open
da a se s.
Con iden ial
Da a
In o ma ion es ic ed o au ho ised pe sonnel, such as pe sonal
iden i ie s, inancial de ails, o p op ie a y business da a.
Sensi i e Da a
Da a equi ing special handling o p o ec p i acy and secu i y;
hey a e o en go e ned by egula ions, such as heal h eco ds,
inancial in o ma ion, and pe sonal da a p o ec ed unde GDPR.
The Da a ing edien ca ego y can be u he di ided in o se e al subca ego ies. He e is a
non-exhaus i e lis .
Demog aphic and socio-economic da a
Da a on popula ion densi y, age dis ibu ion, income le els, employmen a es, de elopmen
o di e en economic sec o s, a ailabili y o se ices, and digi alisa ion le els cons i u e he
basis o unde s anding he needs and challenges o u al communi ies and social
ans o ma ions in ime. This in o ma ion can guide he ini ial assessmen o po en ial a eas
o in e en ion, policy-making and esou ce dis ibu ion o ensu e ha ac ions a e a ge ed
e ec i ely. Socio-economic da a can also aid ex-pos e alua ion o in e en ions o his o ical
ends. Fo example, he Eu opean Commission's u al obse a o y
1
p o ides da a on
heal hca e access, educa ion, and economic condi ions, which can be used o in o m local
de elopmen s a egies.
In as uc u e and connec i i y da a
In o ma ion on b oadband a ailabili y and quali y is s a egic, as connec i i y is a p e equisi e
o implemen ing digi al echnologies. P ojec s o imp o e in e ne access in u al a eas
highligh he impo ance o mapping connec i i y gaps o ensu e digi al se ices each hose
who mos need hem. Reliable connec i i y is a co ne s one o economic g ow h and
imp o ed quali y o li e in u al a eas. High-speed in e ne empowe s local businesses o
pa icipa e in e-comme ce, access la ge ma ke s, and adop mode n echnologies, d i ing
economic dynamism.
1
h ps://obse a o y. u al- ision.eu opa.eu/?lng=en&c x=RUROBS (las accessed on he 18 h o No embe
2024).

33
D3.1 - “Co-design oolki ”
Li es ock a ming da a
Moni o ing senso s, IoT in as uc u es, and o he me hods can suppo he collec ion o da a
ela ed o li es ock a ming. These da a can help imp o e p oduc ion e iciency, o example,
by iden i ying op imal eeding egimens, moni o ing en i onmen al impac owa ds mo e
sus ainable p ac ices, and enhancing animal heal h managemen .
Wildli e da a
Wildli e da a e e s o collec ing and analysing in o ma ion ega ding wild animal
popula ions, hei beha iou s, and habi a s o imp o e wildli e managemen , conse a ion
e o s, and ecological esea ch. Wildli e da a encompasses a di e se ange o in o ma ion
(Nee hi ajan and Kemp, 2021). Fo ins ance, species obse a ions in ol e eco ds o wildli e
sigh ings ga he ed h ough me hods like ield su eys, came a aps, and ci izen epo ing.
These obse a ions a e undamen al o mapping species dis ibu ion and acking
popula ion ends. Besides, habi a in o ma ion ocuses on he ecosys ems whe e species
h i e, such as o es s, we lands, o g asslands, and examines he en i onmen al condi ions
sus aining hese popula ions.
En i onmen al and geog aphical da a
Geog aphic In o ma ion Sys ems (GIS) and en i onmen al da a can assis in land use
planning, esou ce managemen , and disas e p epa edness. This da a ype helps make
in o med decisions ha conside en i onmen al sus ainabili y alongside economic
de elopmen .
Heal h and well-being da a
The digi al collec ion o pe sonal heal h da a enables elemedicine se ices in emo e a eas.
A a mo e s a egic le el, moni o ing heal h indica o s and quali y o li e me ics can help
iden i y a eas needing in e en ion, such as heal hca e access and social se ices ha
imp o e he o e all well-being o u al esiden s. Collec ing heal h and well-being da a can
signi ican ly suppo u al inno a ion by p o iding insigh s ha enhance heal hca e deli e y,
imp o e communi y esilience, and os e economic de elopmen .
Indus y-speci ic da a
Each economic sec o o indus y elies on da a ha can help businesses and o ganiza ions
make in o med decisions, op imize ope a ions, and imp o e o e all pe o mance. The ype
o da a use ul in a speci ic economic sec o can a y widely depending on he na u e o he
sec o . Fo ins ance, he ou ism indus y coun s on isi o numbe s and demog aphics,
accommoda ion occupancy a es, seasonal ends and pa e ns, cus ome sa is ac ion and
eedback, economic impac assessmen s, da a on mobili y. I he e o e equi es an
in eg a ion o da a coming om he e ogeneous sou ces, wi h he collabo a ion o ho els,
owne s o p i a e accommoda ion solu ions, es au an s, public anspo companies, en -
a-ca companies, o he p o ide s o ou is se ices, e c.
The ag icul u e sec o needs ins ead o collec da a om coope a i es, a me s, local
p oduce s, and o he ac o s o he supply chain. Wea he pa e ns and o ecas s, ma ke
p ices o c ops, pes and disease incidence a e o he ypes o da a ha migh be needed.
34
D3.1 - “Co-design oolki ”
Ci izen science and communi y da a
This c oss-cu ing ca ego y o da a may ela e o di e en domains (e.g. ag icul u e, land
use and s a us, li es ock, wild lo a and auna, …) and is e e ed o engaging local
popula ions in da a collec ion h ough ci izen science ini ia i es. I is wo h being
dis inguished as his app oach no only ga he s aluable in o ma ion bu also os e s
communi y in ol emen and owne ship o de elopmen p ojec s. Ci izen science and
communi y science can indeed be conside ed o ms o c owdsou ced da a. These
app oaches in ol e he pa icipa ion o he gene al public in he collec ion, analysis, and
dissemina ion o da a ela ed o scien i ic esea ch, en i onmen al moni o ing, and
communi y issues. A wide a ay o da a can be collec ed collabo a i ely, including
ag icul u al land use, soil quali y, wea he condi ions, phenology, c op calenda s, and he
p esence o weeds, pes s, and diseases.
3.3. Local knowledge
Acco ding o OECD epo s (2014), u al inno a ion elies on olun a y e o s, c ea i i y,
and local con ibu ions, o en in ol ing a ious s akeholde s and knowledge sou ces. In
addi ion o da a ha can be o mally ep esen ed and o en digi ally collec ed, a ele an ype
o in o ma ion ha is needed o de elop inno a i e solu ions o u al a eas is ep esen ed
by "local knowledge". This e m ca ies di e en meanings ac oss a ious domains. I e e s
o belie s and o ien a ions oo ed in a communi y's his o ical social p ac ices, wi h hei own
a ionale and alidi y dis inc om global knowledge o ms. I con as s wi h ins i u ional
knowledge and i deno es knowledge ha di e ges om es ablished pa adigms, ci cula ing
uno icially among smalle g oups (Canaga ajah, 2002). I also desc ibes he con ex -
speci ic s a egies p ac i ione s de elop in hei wo k and he p ac ical know-how o u al
inhabi an s and p oduce s (Csu gó e al. 2008). Recognizing and aluing local knowledge
empowe s u al a eas inhabi an s o ake an ac i e ole in inno a ion e o s. When local
oices a e included in decision-making p ocesses, his os e s a sense o owne ship o e
ini ia i es and encou ages g ea e engagemen (Kusumas u i e al. 2023).
35
D3.1 - “Co-design oolki ”
Communi y pe spec i es and alues
Values, iewpoin s and belie s sha ed by membe s o a communi y shape how indi iduals
unde s and hei en i onmen and p o ide aluable insigh s on how a communi y migh
c ea i ely espond o local challenges, os e ing engagemen wi h inno a i e solu ions. In
he con ex o u al inno a ion, communi y alues help shape ini ia i es ha a e ele an ,
sus ainable, and accep ed by local esiden s. Fo ins ance, as sugges ed by Ha dy e al.
(2019) he ela ionship wi h Na u e o inhabi an s o u al a eas can be di e en om ha o
u ban people. Values ela ed o Na u e a e shaped by p oduc i e p ac ices, local adi ions
and speci ic o ms o na u al esou ces ex ac ion and i is impo an o unde s and hem
when in oducing inno a i e p ac ices and solu ions. Taking in o accoun a i udes and
belie s held by membe s o a communi y helps ensu e accep abili y o solu ions and
sus ainabili y o ini ia i es. C ea i e ideas by communi y membe s should be highly alued,
as hey a e ailo ed o add ess local challenges wi h o iginali y.
T adi ional and cul u al knowledge
T adi ional o "indigenous" knowledge is knowledge oo ed in he expe iences gained
h ough long- e m in e ac ions wi h he en i onmen and is o en adap ed o local cul u al
con ex s. T adi ional knowledge encompasses a wide ange o in o ma ion, including
ag icul u al p ac ices, medicinal uses o plan s and ecological managemen echniques. This
knowledge is ypically ansmi ed o ally om one gene a ion o he nex , adi ional
knowledge is conside ed collec i ely owned by he communi y a he han by indi iduals. I
is use ul in a ious ields, pa icula ly in ag icul u e, ishe ies, heal h ca e, and en i onmen al
managemen .
Local expe ise
Communi y membe s possess aluable insigh s abou hei en i onmen , ag icul u al
p ac ices, and socio-economic condi ions. This localised knowledge can in o m inno a i e
p ac ices ha enhance p oduc i i y, sus ainabili y, and esilience in u al a eas. Fo
example, local en ep eneu s o en ha e insigh s in o ma ke dynamics, consume
p e e ences, and e ec i e business p ac ices. Likewise, a me s may ha e expe ise abou
speci ic b eeds o ca le ha a e well-sui ed o he local clima e and e ain.
36
D3.1 - “Co-design oolki ”
3.4. Digi al applica ions
Digi al echnologies a e inc easingly impo an o d i ing sus ainable u al de elopmen ,
o e ing signi ican bene i s ac oss a ious sec o s (Eu opean Pa liamen , 2021; OECD
Repo , 2007). Howe e , his equi es coo dina ed e o s o build in as uc u es, skills, and
inno a ion ecosys ems. A holis ic app oach in eg a ing digi al ools wi h adi ional s eng hs
is equi ed (ENRD Repo , 2015).
P ecision a ming, IoT senso s, and da a analy ics enhance ag icul u al p oduc i i y and
li es ock managemen by p o iding eal- ime da a, op imising inpu s, and inc easing
yields. Digi al pla o ms imp o e ma ke access o u al p oduce s, empowe ing hem
economically. Addi ionally, digi al ools enable new business models, such as u al ou ism
and emo e se ices, os e ing economic di e si ica ion and job c ea ion. In es men s in
u al b oadband and digi al se ices like elemedicine and dis ance lea ning imp o e
connec i i y and access o oppo uni ies, b idging he u ban- u al di ide. Mo eo e , digi al
echnologies suppo sus ainable esou ce managemen , ensu ing long- e m
en i onmen al and economic sus ainabili y.
The ca ego y o digi al applica ions has s ic ies and o e laps wi h digi al in as uc u es
(as discussed in Sec ion 3.7.) and da a (Sec ion 3.2.). He e ollows a small selec ion o
examples o digi al applica ions ele an o u al de elopmen ha may be in e es ing o
he six SMART ERA case s udies. Some o hese examples we e p oposed by pilo case
s udies hemsel es, du ing he explo a o y wo kshop on digi al enable s held a he
conso ium mee ing in Mallo ca in June 2024, as desc ibed in Annex D. The lis o
subca ego ies also includes ypes o digi al applica ions p o ided by SMART ERA WP4 in
he o m o echnological componen s al eady de eloped o expe imen ed in p e ious
p ojec s by SMART ERA echnical pa ne s. These a e highligh ed in he ex wi h he
SMART ERA logo ( ).
37
D3.1 - “Co-design oolki ”
Digi al dashboa ds o da a analysis and decision-making
Da a dashboa ds a e so wa e ools designed o help use s collec , p ocess, analyse, and
isualise da a o gain insigh s, c ea e models, and suppo in o med decision-making.
Dashboa ds can moni o he pe o mance o a ious ini ia i es o p ojec s o e ime. Fo
example, a dashboa d migh display me ics ela ed o c op yields, wa e usage, o economic
indica o s, allowing communi ies o assess he e ec i eness o hei s a egies and adjus
as necessa y. In his way, dashboa ds also acili a e collabo a ion among di e en
s akeholde s because hey p o ide a sha ed pla o m o da a access. Communi y
membe s, go e nmen agencies, and NGOs can all access he same da a, p omo ing
anspa ency and collec i e p oblem-sol ing.
Digi al dashboa ds o e i o ial assessmen
A special case o da a dashboa ds is ep esen ed by digi al ools pu pose ully aimed a
in eg a ing di e se da ase s such as socio-economic, en i onmen al, and demog aphic
in o ma ion, o c ea e a comp ehensi e iew o a egion. They allow o he isualisa ion o
c i ical me ics, including popula ion densi y, employmen a es, and access o se ices,
h ough use - iendly cha s, g aphs, and maps ha e eal ends and pa e ns. They may
help iden i y p io i y domains, needs and challenges. In SMART ERA, hese ypes o digi al
applica ions ha e an impo an ole.
WP4, in collabo a ion wi h WP2, aims a designing and implemen ing he SMART
ERA da a dashboa d o u al sma ness assessmen analysis o he needs o he
p ojec pilo a eas, based on he SESAM me hodology being de eloped wi hin he
p ojec and desc ibed in deli e able D2.1.
O he ypes o dashboa ds expe imen ed by pa ne s in p e ious p ojec s a e o example:
The Te i o ial Analyze p oposed by SCCH ha le e ages da a om Open S ee
map and gene a i e AI algo i hms o p oduce w i en epo s wi h ecommenda ions
on how o imp o e he digi alisa ion le el o a u al a ea.
The Se oi+ Calcula o 2 p oposed by UL which was success ully employed in
di e en p ojec s: E udi e and E udi e 2.0., EDIH 4PDIH, Ca pe Digem, Public Link,
Sma Ag o G ape. I consis s in a digi al ool ha measu es he alue o digi al
se ices conside ing social, en i onmen al, and economic impac s
Te i o ial o e iews de eloped by UL wi hin he EDIH 4PDIH p ojec 3 is a ool
o e ing da a isualisa ion ( o example on connec i i y) ha can be used o a ied
pu poses o policy make s wo king on policy ins umen s. O iginally es ed o
Slo enian municipali ies, i p o ides an o e iew o p io i y domains, needs and
challenges by using open da a and SEROI+ me hodology o mapping ou he
needs o Slo enian municipali ies.
The Te i o ial Digi al assessmen ool was de eloped wi hin he In e eg p ojec
Ca pe Digem4. I allows s akeholde s o es ablish digi al ma u i y o e i o ies
2
h ps://se oi.plus/.
3
h ps://4pdih.com/po ezlji os - -slo eniji/ and h ps://4pdih.com/o odje/.
4
ca pedigem.eu.

38
D3.1 - “Co-design oolki ”
including pe iphe al and eme ging e i o ies o ( u he ) de elop and imp o e hei
digi al ans o ma ion s a egies. The ool consis s o nine key dimensions ha a e
ela ed o bo h p econdi ions and accele a o s o digi al ans o ma ion o e i o ies.
Dimensions assessed a e in as uc u e, open da a, digi al educa ion, a ac ion
and e en ion o alen om he ield o IT, digi al compe ences o companies, digi al
inno a ion ecosys ems, inance, suppo se ices and go e nance and leade ship.
Fo each dimension a sco ing sys em om 1 – 5 was de eloped o indica e he
cu en s a e o play. The ool gene a es a epo , consis ing o a isual diag am,
accompanied wi h achie ed le els o digi al ma u i y o each o he lis ed
dimensions.
Da a ecosys em pla o ms
As a gene alisa ion o da a dashboa ds, da a ecosys em pla o ms o e s uc u ed ways o
disco e , ha monise, synch onise and in eg a e mul i-sou ce da a and deduc new
in o ma ion. They a e essen ial o enable in e ope abili y and s anda disa ion o da a
exchange. These pla o ms may ep esen an essen ial p e equisi e o implemen ing
in o ma ion se ices in complex da a en i onmen s. In SMART ERA, echnical pa ne s ha e
a solid backg ound expe ise in he de elopmen o his ype o pla o ms and can o e
eady- o-use solu ions, like o example he ollowing:
The Digi al Enable de eloped by ENG o e s a comple e pipeline o ha es ing,
in eg a ing and diges ing da a, up o he as eusable dashboa ds c ea ion and
managemen and as web/mobile apps gene a ion.
NADIA is ANYSOL´s Da a and FIWARE based pla o m. I enables he collec ion
o da a om he e ogeneous sou ces and o ma s, ensu ing comp ehensi e da a
ga he ing. I s anda dises he collec ed da a in sma da a models, ensu ing
consis ency and compa ibili y and acili a es he analysis and c oss- e e encing o
s anda dised da a, enhancing he dep h and b ead h o insigh s.
I allows he isualisa ion o da a using powe ul isualisa ion ools, making
complex da a mo e accessible and unde s andable h ough dashboa ds.
Domain speci ic applica ions can be buil on op o da a ecosys em pla o ms, such
as he NADIASma Logis ics made a ailable by ANYSOL ha allows he c ea ion
o in elligen home deli e y ou es. The sys em calcula es he sho es and mos
op imised ou e among all he de ined deli e y poin s. By op imising ou es, ips
a e educed, leading o lowe ene gy consump ion, which in u n educes pollu ion
and inc eases sus ainabili y. Sho e ips also mean educed deli e y imes, wi h
inc eased bene i and sa is ac ion o he popula ion in dispe sed a eas.
Digi al Twins
Digi al Twins can c ea e i ual ep esen a ions o physical objec s o sys ems in u al
se ings, upda ing hem wi h eal- ime da a and using simula ion, machine lea ning, and
easoning o aid decision-making and capaci y building. By implemen ing his app oach,
u al a eas can bene i om imp o ed planning, con ol, and esou ce u ilisa ion. Fo
example, by in eg a ing senso ne wo ks and Ea h obse a ion da a, digi al wins c ea e a
comp ehensi e and eal- ime ep esen a ion o en i onmen al condi ions. This ad anced
39
D3.1 - “Co-design oolki ”
isualisa ion and analysis empowe u al a me s o make in o med, da a-d i en decisions,
op imise esou ce alloca ion, and imp o e a m managemen p ac ices o g ea e e iciency
and sus ainabili y. Digi al wins can also simula e habi a s and ecosys ems, enabling he
p edic ion o how en i onmen al changes and human ac i i ies impac biodi e si y
p o ec ion.
An example o Communi y Digi al Twin (CDT) is being de eloped by FBK as a
pla o m ailo ed o cap u ing and analysing he complex dynamics o social o
socio- echnical sys ems. I is capable o pe o ming complex analysis and
p edic ion asks. I has been es ed in di e en domains: o mobili y, o analyse
a ic pa e ns and p edic anspo a ion needs; o ou ism, o manage ou is
lows and p edic ou ism ends; o ci il p o ec ion, o eme gency esponse
planning and p edic ing and mi iga ing disas e impac s.
UL is also wo king on a nume ical p edic i e model o educe he
en i onmen al impac s o ag icul u e by means o a digi al pla o m o da a
collec ion, p ocessing, modelling and o ecas ing, based on en i onmen al
obse a ions gene a ed by ield senso s.
Public delibe a ion pla o ms
Online delibe a ion pla o ms a e digi al ools designed o acili a e s uc u ed and equi able
discussions among communi y membe s, allowing hem o engage in decision-making
p ocesses. These pla o ms ypically include ea u es such as s uc u ed agendas o guide
discussions, speake managemen sys ems o ensu e e e yone has a chance o con ibu e,
and au oma ed mode a ion ools o main ain a espec ul en i onmen . They also o e eal-
ime analy ics o moni o con e sa ions and ha e he scalabili y o suppo mul iple
discussion g oups simul aneously.
As an example, Decidim is a mul i-language open-sou ce digi al pla o m, made
a ailable by pa ne ENG, designed o suppo pa icipa o y and delibe a i e
democ acy5. Ini ially de eloped o he Ci y o Ba celona, i helps go e nmen s and
o ganisa ions in ol e ci izens in decision-making p ocesses, acili a ing he
c ea ion and sha ing o new ideas, needs and p oposed solu ions, he o ing and
commen ing o ideas and p oposals, he e alua ion and selec ion o p oposed
ideas, he publica ion o pos s, a icles, blogs, mee ing (physical/ i ual)
announcemen s and deba es.
Web con en managemen sys ems
A web con en managemen sys em is a so wa e applica ion ha allows use s o c ea e,
edi , manage, and publish digi al con en on websi es wi hou needing ex ensi e echnical
knowledge. These sys ems p o ide a use - iendly in e ace o managing a ious ypes o
con en , such as ex , images, ideos, and in e ac i e elemen s. These ypes o pla o ms
o en include ea u es like empla es o consis en design, collabo a ion ools o eam-
based con en c ea ion, and au oma ed wo k lows o con en app o al and publishing.
5
h ps://decidim.o g/abou /.
40
D3.1 - “Co-design oolki ”
As an example, Egni ion, made a ailable by pa ne MUNICIPIA, is a web con en
managemen sys em deli e ed in SaaS mode. I allows he managemen o he
con en s o a websi e (hype ex le el) and apps suppo ing many di e en ypes o
con en h ough a single amewo k en i onmen , like: audio, ideo, images, ex ,
schedule and b oadcas on moni o , ligh ing, holog ams, p ojec ions. I includes a
hie a chical au hen ica ion sys em wi h di e en ypes o use s.
Wisi a is an example o mul imedia guide sys em, de eloped on op o he Egni ion
con en managemen sys em, o managing ou is guides in bo h indoo and
ou doo se ings;
Pa icipa o y digi al mapping
Pa icipa o y digi al mapping desc ibes a ious app oaches and echniques ha me ge
mode n ca og aphy ools wi h pa icipa o y me hods o documen and display he spa ial
knowledge o local communi ies. Typical applica ions a e o example esou ce mapping
and cul u al he i age conse a ion, whe e geog aphically e e enced in o ma ion on na u al
esou ces, cul u al poin s o in e es and se ices like heal h pos s, schools, wa e sou ces,
museums and in as uc u es a e cap u ed h ough pa icipa o y me hods. This helps
iden i y exis ing capaci ies and key gaps in u al a eas.
Ci izen science pla o ms
Ci izen science pla o ms a e online ools (web-based o apps o sma phones) and
se ices ha acili a e and suppo he pa icipa ion o he gene al public in scien i ic
esea ch p ojec s. By in ol ing ci izens in da a collec ion and analysis, hese ools empowe
communi ies o con ibu e o moni o ing en i onmen al condi ions, biodi e si y, and habi a
conse a ion, as well as o collec in o ma ion on adi ional p ac ices, such as sus ainable
ag icul u e and egional ood sys ems. This migh help ensu e ha local speci ici ies a e no
los o e ime.
Digi al S o y elling
Digi al s o y elling allows he c ea ion o a na a i e using digi al media such as ideo, audio,
images, ex and in e ac i e elemen s. Digi al s o y elling empowe s u al communi ies by
p o iding a pla o m o sha e hei oices and s o ies. I can, o example, p omo e local
p oduc s by sha ing he his o y, adi ion, and unique quali ies o local p oduc s, o i can
documen and p ese e adi ional a ming me hods and culina y p ac ices, main aining
cul u al he i age o u u e gene a ions.
Digi al geo- ou es, mobile guides
As a complemen o digi al s o y elling, digi al geo- ou es p o ide de ailed maps and
in o ma ion on local a ac ions, se ices, and in as uc u e. This imp o es accessibili y and
na iga ion o isi o s, making i easie o engage wi h he local communi y and economy.
They may suppo sus ainable ou ism by highligh ing u al a eas' na u al esou ces,
geological he i age, and cul u al signi icance, as well as ecommend slow ou ism ou es.
Digi al geo- ou es may be implemen ed in he o m o mobile guides.
41
D3.1 - “Co-design oolki ”
E-comme ce pla o ms
E-comme ce pla o ms a e digi al pla o ms ha enable businesses o sell hei p oduc s o
se ices online, educing eliance on in e media ies. This can lead o be e p icing o
consume s and inc eased e enue o local businesses. Companies can lis hei p oduc s
o se ices, including desc ip ions, p ices, and images; ools a e a ailable o manage o de s
and paymen s h ough ga eways ha acili a e secu e ansac ions. In he u al domain e-
comme ce can a ou , o example, he access o ma ke o small ag i- ood p oduce s o o
u al hospi ali y, and i can suppo young en ep eneu s by p o iding hem wi h
oppo uni ies o expand hei cus ome base. E-comme ce pla o ms can also suppo he
speci ic case o business- o-business (B2B) comme ce.
Blockchain applica ions o aceabili y
Digi al sys ems o acing goods and p oduc s can help ensu e he au hen ici y and quali y
o p oduc s, which can be especially impo an in u al ag icul u al sec o s. These sys ems
may use blockchain's decen alised and anspa en means o enhance he aceabili y and
anspa ency o supply chains. By implemen ing blockchain, hese sys ems ack p oduc s
om he poin o o igin o he consume , p o iding de ailed eco ds o each s ep in he supply
chain. This helps in educing aud, imp o ing p oduc sa e y, and building us among
consume s. In u al a eas, whe e supply chains can be complex and agmen ed, blockchain
echnology can s eamline ope a ions, educe cos s, and imp o e he li elihoods o a me s
and p oduce s by p o iding hem wi h be e access o ma ke s and ai e p ices.
SMART ERA pa ne UM has o example de eloped a blockchain-based sys em
o implemen aceabili y along he en i e ood supply chain, om a me s,
going h ough logis ics, ood p ocesso s, dis ibu ion cen es, e aile s up o
consume s.
Mo i a ional sys ems o sus ainable ac ions
Mo i a ional sys ems le e age mechanisms s emming om he esea ch ield o se ious
games (Bassanelli e al. 2022) (e.g., na a i e, isual me apho s, con en pe sonaliza ion,
achie emen symbols, p og ess ba s, missions, challenges) ha os e a sense o
accomplishmen and achie emen wi hin he communi y o use s (Bassanelli e al. 2024).
They empowe c ea i i y and eedback, p omo e social in luence and ela edness, and
s eng hen he sense o owne ship (o he pa icipan ) and belonging ( o he communi y)
(Bucchia one e al. 2023). Inno a i e ea u es include he possibili y o cha ac e ising he
p o ile o he a ious s akeholde s in ol ed (e.g., demog aphic in o ma ion, oles, in e es s,
compe ences) and o pe sonalising he ecommended ac i i ies/beha iou s as well as he
mo i a ional mechanisms (missions, challenges, call o ac ions) acco ding o each speci ic
pa icipan ’s p o ile. This allows o p omo e and alo ise each indi idual’s con ibu ion,
depending on hei ole, needs and compe ences, as well as o showcase he collec i e
communi y-le el achie emen s. These sys ems can also be used o sha e he p og ess and
esul s wi h o he ela ed communi ies o in e es ed en i ies. Examples o mo i a ional
sys ems a e he ollowing:
Play&Go is a mobile applica ion and ela ed in o ma ion sys em, made a ailable
by SMART ERA pa ne FBK, ha suppo s he implemen a ion o sus ainable
mobili y ac ions and campaigns, which can be cus omised acco ding o ci y-le el
48
D3.1 - “Co-design oolki ”
(2006) highligh he po en ial o IoT echnologies in ans o ming adi ional a ming
in o a da a-d i en en e p ise, which is mo e a ac i e o younge gene a ions.
● IoT senso s o en i onmen al isk p e en ion can enhance sa e y and
en i onmen al p o ec ion in u al a eas. By u ilising in as uc u e ha suppo s
senso s o moni o ing isks such as landslides and wa e quali y, hese ne wo ks
p o ide eal- ime da a ha can p edic and mi iga e po en ial haza ds (Vijayakuma
and Ramya, 2015; Mei e al., 2019). These echnologies con ibu e o a sa e li ing
en i onmen , p omo ing sus ainable p ac ices and imp o ing o e all en i onmen al
esilience.
● IoT senso s o esou ce managemen . By moni o ing wa e usage, ene gy
consump ion, and en i onmen al condi ions, IoT ne wo ks help u al a eas implemen
sus ainable p ac ices. This educes cos s and ensu es he longe i y o na u al
esou ces, os e ing eco- iendly inno a ions.
● IoT o moni o auna. Radio colla s equipped wi h GPS o o he senso s can collec
da a on animals (such as he animal’s loca ion, mo emen , and beha iou ) and
ansmi i o a cen al sys em o analysis. This p ac ice helps p o ec biodi e si y bu
also inc eases he sa e y o local communi ies and ou is s, in he case o moni o ing
la ge ca ni o es.
● Mo able IoT senso ne wo ks. Mo able IoT in as uc u es allow o he eusabili y
o expensi e and complex ne wo ked senso s, making ad anced echnologies mo e
accessible o u al communi ies. Fo example, an i ine an an equipped wi h senso s
can a el o di e en loca ions, enabling eal- ime da a collec ion and moni o ing o
ag icul u al, en i onmen al, o in as uc u e pu poses. This app oach educes he
need o pe manen in as uc u e in es men s, maximises he use o cos ly
equipmen , and ensu es ha senso ne wo ks a e deployed e icien ly, esponding o
immedia e needs wi hou he high cos s o es ablishing ixed ins alla ions.
D ones
D ones equipped wi h came as, senso s and sp aying capabili ies can p o ide mapping and
analysis o soil, c ops and li es ock, as well as p ecision moni o ing o plan heal h, wa e
usage, and pes /disease de ec ion. O he applica ions o in e es o u al a eas a e: disas e
managemen ( loods, wild i es, missing pe sons...), deli e y se ices, inspec ion o emo e
in as uc u e, conse a ion (moni o ing o wildli e and en i onmen ), mapping and su eying
( opog aphical maps o land managemen , o es y and/o u ban de elopmen ), bu also o
elecommunica ion (in emo e a eas, d ones can help es ablish p o isional communica ion
ne wo ks).
Remo e sa elli e sensing
Remo e sa elli e sensing is he p ocess o using sa elli es equipped wi h senso s o collec
da a abou he Ea h's su ace and a mosphe e wi hou physical con ac . This echnology
cap u es images and measu emen s, such as empe a u e, ege a ion, and land use, which
a e used o a ious applica ions like en i onmen al moni o ing, ag icul u e, and disas e
managemen .

49
D3.1 - “Co-design oolki ”
Wea able biosenso s o li es ock
These de ices can enhance ag icul u al p ac ices because hey p o ide eal- ime moni o ing
o animal heal h and beha iou , enabling a me s o make in o med decisions ha enhance
p oduc i i y and sus ainabili y (Lee and Seo, 2021).
3.8. Physical in as uc u e and equipmen
Physical in as uc u e and equipmen in u al a eas e e o he angible asse s and acili ies
ha suppo a ious unc ions essen ial o communi y de elopmen , quali y o li e and
capaci y o s ay. Examples include eme gency managemen acili ies, anspo a ion
ne wo ks, public sa e y sys ems, and s uc u es designed o wildli e coexis ence.
Physical in as uc u e o eme gency managemen
Physical in as uc u e o eme gency managemen encompasses he angible asse s ha
suppo he p epa edness, esponse, eco e y, and mi iga ion o eme gencies and
disas e s. This in as uc u e includes a wide ange o componen s ha enable e ec i e
eme gency managemen ope a ions and enhance communi y esilience agains a ious
haza ds, like o example helicop e landing zones, e acua ion plans and means, public
sa e y communica ion spec um, i eb eak pa hs
6
.
Physical in as uc u es o coexis ence be ween humans and wild auna
These e e o he physical and o ganisa ional sys ems designed o acili a e ha monious
in e ac ions be ween human popula ions and wildli e. These in as uc u es aim o minimise
con lic s, enhance sa e y, and p omo e sus ainable p ac ices ha allow bo h humans and
wildli e o li e side by side in sha ed en i onmen s. They include elec ic ences (used o
example agains bea s, wol es, wild boa s), secu ed was e bins, wildli e c ossings, and an i-
c ossing de e en s. Al hough no ele an in all u al a eas, physical in as uc u es o his
ype a e o example impo an in he Val di Sole case s udy.
6
h ps://www.cisa.go /si es/de aul / iles/publica ions/NECP_Spo ligh _REMCDP_12.07.2020_508C.pd
50
D3.1 - “Co-design oolki ”
In as uc u es o anspo a ion and mobili y
These e e o he physical and o ganisa ional sys ems ha enable he mo emen o people,
goods, and se ices. These include oads, b idges, ailways, and public anspo a ion
ne wo ks, as well as suppo ing acili ies like e minals, bike lanes, and pedes ian pa hways.
Equipmen o anspo a ion inno a ion
In u al a eas whe e public anspo may be limi ed, al e na i e o ms o anspo may be
equi ed o suppo he local popula ion and empo a y isi o s.
Fo example, on-demand anspo se ices adap o he speci ic needs o use s, p o iding
on-demand shu les o communi y anspo schemes ha espond o local demand. They
enhance access o essen ial se ices and o e lexibili y in a el schedules.
A o dable bicycles, elec ic bikes (e-bikes), elec ic scoo e s p o ide ins ead an eco- iendly
anspo a ion op ion o sho dis ances. These can educe ca bon emissions and be also
appealing o ou is s. They equi e an app op ia e dis ibu ed in as uc u e wi h echa ge
s a ions.
Physical in as uc u e and equipmen o ene gy p oduc ion and wa e supply
Tangible sys ems, acili ies, and echnologies a e equi ed o gene a ing, dis ibu ing, and
u ilising enewable ene gy sou ces. This in as uc u e encompasses a wide ange o
componen s necessa y o he e ec i e ansi ion om ossil uels o sus ainable ene gy
sys ems, like o example pho o ol aic panels and wind u bines, independen ene gy
sou ces o emo e loca ions (Díaz and an Vlie , 2018), lagoons o na u al wa e s o age
(Vi i oli e al., 2011).
Ag icul u al equipmen
Types o equipmen and ools may be a ied and include inno a i e ag icul u al machine y
like p ecision a ming ac o s, as well as low-cos ha es ing ools o small-scale a me s,
bu also e icien wa e ing sys ems (like d ip i iga ion) o compos ing sys ems o p oduce
bio- e ilise s.
Physical spaces
Ano he impo an ing edien o u al inno a ion, ha is essen ial when planning social
inno a ions based on se ices ha enhance communi y well-being, acili a e economic
g ow h, and p omo e social cohesion, is he a ailabili y o app op ia e physical spaces o
hos ac i i ies o co-li ing.
● Business hubs: Physical spaces such as co-wo king cen es, business incuba o s,
and ma ke places p o ide en ep eneu s wi h he esou ces and suppo needed o
s a and g ow hei businesses. This os e s local economic de elopmen and job
c ea ion (Akha an e al., 2022).
● Public ga he ing spaces: pa ks, communi y cen es, and e en enues se e as
ga he ing places o esiden s o socialise, pa icipa e in communi y e en s, and
engage in ci ic ac i i ies. These in e ac ions s eng hen social ies and p omo e a
sense o belonging.
51
D3.1 - “Co-design oolki ”
● Communi y acili ies and se ices. Physical spaces such as schools, and lib a ies
can p o ide essen ial se ices o u al esiden s. Access o quali y heal h ca e and
educa ion imp o es he o e all quali y o li e and helps e ain esiden s in u al a eas.
● Communi y mul i unc ional spaces. Mul i unc ional spaces o e e sa ile
en i onmen s ha os e collabo a ion, c ea i i y, and esou ce sha ing. They se e
as hubs whe e communi y membe s can access sha ed esou ces such as mee ing
ooms, echnology, and ools. This accessibili y encou ages collabo a ion among
local en ep eneu s, a me s, a isans, and o ganisa ions.
● Co-housing solu ions p omo e he c ea ion o sha ed li ing en i onmen s whe e
esiden s can in e ac , collabo a e, and suppo one ano he . Mo eo e , co-housing
allows o he sha ing o esou ces such as ools, ehicles, and communal acili ies
(e.g., ki chens, ga dens). This educes indi idual cos s and p omo es sus ainable
consump ion p ac ices.
● Single poin o access o se ices: By p o iding a single poin o access o a ious
se ices and esou ces, esiden s can easily ob ain in o ma ion and se ices ela ed
o heal hca e, educa ion, social se ices, and local go e nmen
7
. This educes he
complexi y and ime equi ed o na iga e mul iple se ice p o ide s.
3.9. Poli ical enable s
Poli ical enable s comp ise he ac ions, policies, and ins i u ional a angemen s ha can
acili a e u al inno a ion. These enable s can include suppo i e legisla ion, unding
mechanisms, and collabo a i e ne wo ks ha b ing oge he di e en ac o s in he inno a ion
ecosys em. Go e nmen s can acili a e access o esou ces, ne wo king oppo uni ies, and
aining p og ams while encou aging collabo a ion among s akeholde s, including local
7
h ps://www.u icios ampa.p o incia. n.i /Comunica i/Con ibu i-ai-mul ise izi-nelle-zone-di-mon agna-
p emia i-gli-ese cizi-che-e ogano-maggio i-se izi-alla-popolazione.
52
D3.1 - “Co-design oolki ”
au ho i ies, businesses, and educa ional ins i u ions. A mul i-le el go e nance app oach
ensu es ha policies ha ness he unique s eng hs o a ious ac o s, os e ing capaci y
building and enabling communi y-led inno a ion. Policy audi s and pa icipa o y go e nance
u he ensu e ha s a egies e lec local needs and p io i ies, enhancing hei e ec i eness
and ele ance (Geo gios, 2023).
Poli ical ad ocacy
Fo an ini ia i e o gain long- e m iabili y and impac , i equi es app o al o suppo om
policymake s. Poli ical ad ocacy helps align he ini ia i e wi h public policy objec i es,
mobilises ins i u ional suppo , and ensu es ha i can con inue o ope a e wi hin he legal
and egula o y amewo ks. Poli ical endo semen is key in ansla ing local o bo om-up
communi y e o s in o las ing change. Combining op-down ad ocacy wi h bo om-up local
communi y in ol emen is conside ed a powe ul s a egy o suppo ing u al de elopmen
(OECD, 2014). This dual app oach le e ages he s eng hs o bo h me hods o c ea e a
mo e e ec i e and inclusi e amewo k o inno a ion and g ow h in u al a eas. Top-down
ad ocacy ensu es ha b oade policy goals and amewo ks a e es ablished, while bo om-
up in ol emen b ings local knowledge and speci ic needs in o he decision-making p ocess.
This in eg a ion helps c ea e policies i o local con ex s, os e ing a sense o owne ship
among communi y membe s.
Go e nmen al au ho i ies can in luence u al en ep eneu ship by c ea ing suppo i e
en i onmen s. This includes p o iding esou ces, acili a ing ne wo king, and ensu ing
policies a e accessible and ele an o local needs. As highligh ed in he esea ch by Kujala
e al. (2021), us , disc e ion, c ea i i y, and lea ning a e c i ical ac o s ha allow u al
au ho i ies o ac as e ec i e enable s o en ep eneu ship.
Poli ical endo semen can be achie ed h ough se e al s a egies, such as building
pa ne ships wi h s akeholde s like businesses and NGOs, engaging in lobbying and
ad ocacy, aligning he ini ia i e wi h cu en policy p io i ies, and mobilising g ass oo s
suppo o apply bo om-up p essu e and aising public awa eness h ough media and public
discou se can u he sway poli ical opinion.
Mul i-le el go e nance and communi y engagemen
Go e nance in he con ex o u al inno a ion e e s o he amewo ks and p ocesses
h ough which decisions a e made and implemen ed ega ding u al de elopmen ini ia i es.
I encompasses he in e ac ions among a ious s akeholde s, including go e nmen en i ies,
local communi ies, businesses, and ci il socie y o ganisa ions.
The e a e di e en ypes o go e nance models: hey can be op-down app oaches, whe e
policies a e o mula ed a highe le els o go e nmen , and bo om-up s a egies ha
empowe local communi ies o ake an ac i e ole in decision-making p ocesses (as
p esen ed in Sec ion 2.1). Hyb id app oaches combine elemen s o bo h op-down and
bo om-up s a egies o maximise hei s eng hs while mi iga ing weaknesses. Fo ins ance,
while op-down policies can p o ide necessa y esou ces and amewo ks o inno a ion,
bo om-up engagemen ensu es ha hese ini ia i es a e g ounded in local eali ies and
add ess conc e e local needs.
Pa icipa o y go e nance is a model ha ac i ely in ol es local communi ies in decision-
making p ocesses, ensu ing ha policies and ini ia i es e lec hei speci ic needs and
p io i ies. This bo om-up app oach is pa icula ly e ec i e in u al a eas, whe e unique
53
D3.1 - “Co-design oolki ”
challenges and oppo uni ies equi e ailo ed solu ions ha a e bes unde s ood by he
esiden s hemsel es (Geo gios, 2023).
A mul i-laye s uc u e emphasises ins ead he dis ibu ion o powe s ac oss a ious le els
o go e nmen (na ional, egional, in e media e and local). Ra he han ollowing a s ic
hie a chical o de , i ope a es on a p inciple o in e dependence, whe e each le el and ac o
con ibu es unique esou ces and skills (Man ino, 2005).
Capaci y building
Capaci y building e e s o ac ions ha enhance he skills, knowledge, and esou ces
necessa y o e ec i e go e nance and communi y engagemen . I in ol es e o s and
ac ions o imp o e he capabili ies o indi iduals, o ganisa ions, and ins i u ions, enabling
hem o be e add ess local challenges and o ac i ely pa icipa e in decision-making
p ocesses. As sugges ed by Cu hill and Fien (2005) building he capaci y o local ci izens o
ake collabo a i e ac ion ampli ies pa icipa ion, empowe men , and ci il engagemen .
Capaci y building can be achie ed, o ins ance, by de eloping aining and educa ion
p og ams: poli ical enable s can acili a e access o aining p og ams ha equip local
en ep eneu s wi h he skills needed o inno a ion. Besides, knowledge ans e ini ia i es
can be encou aged h ough pa ne ships be ween educa ional ins i u ions and u al
businesses.
Policy audi
SMART ERA has al eady de eloped, in Task 6.1, guidelines ha will enable pilo
esponsible pa ne s o analyse he key policy amewo ks and he ini ia i es, s a egies and
ins umen s in hei na ional and egional con ex s (wi h a pa icula emphasis on EU-
suppo ed policies) ha a e enable s/disable s o communi y-led inno a ion in u al a eas.
Guidelines p o ide a simpli ied se o s eps o ac o -cen ed policy analysis ha can be
di ec ly used by he SMART ERA communi ies o (1) iden i y issues, (2) iden i y ac o s
connec ed o he issue, (3) analyse he ac o s’ espec i e posi ions, oppo uni ies and
ba ie s, and inally (4) build policy op ions, al e na i e scena ios and epo ing.
This is an ongoing wo k conduc ed in WP6. Fu u e wo k will ex apola e in o ma ion om
hese ac i i ies and c ea e ma e ial o be inse ed in he ca ego iza ion o SIP ing edien s
and in he SIP Co-design Toolki ma e ials.

54
D3.1 - “Co-design oolki ”
3.10. Financial and economic enable s
Financial and economic enable s de e mine he easibili y and long- e m success o
ini ia i es and sus ainabili y o implemen ed se ices.
Access o unding, whe he h ough g an s, subsidies, o in es men oppo uni ies, ensu es
ha inno a i e p ojec s can be implemen ed and scaled e ec i ely. Economic enable s,
such as ax incen i es, mic o inance p og ams, and ma ke access suppo , c ea e an
en i onmen whe e businesses can do well.
Funding
Funding is a c i ical componen , as u al a eas o en lack he necessa y capi al o in es in
mode n in as uc u e, echnology, and business de elopmen . Go e nmen g an s, EU
s uc u al unds, and p i a e in es men s may p o ide essen ial inancial suppo o u al
p ojec s. Finding and managing unding o u al inno a ion equi es a s a egic app oach
ha includes iden i ying di e se unding sou ces, building pa ne ships, de eloping
compe i i e p oposals, and ensu ing e ec i e und managemen .
Unde s anding and planning u al ma ke s
Unde s anding he ma ke con ex is c i ical o ensu ing ha inno a i e ideas a e ailo ed o
he speci ic needs and oppo uni ies o u al egions. Ru al inno a o s mus accoun o he
unique economic s uc u es, such as smalle ma ke sizes and dispe sed popula ions, which
can shape he demand o new p oduc s and se ices (Mah oum e al., 2007).
Business models
Speci ic esou ces o de eloping business models in SMART ERA will be implemen ed in
Task 3.4 "Business models o SIPs" (M19-M42). This ask is abou c ea ing new business
models o ensu e he sus ainabili y o each SIP wi h he help o p ojec pa ne s. Business
Model Can as (BMC) will be used o look a a ious aspec s like go e nance, key ac i i ies,
esou ces needed, alue p oposi ions, a ge audiences, cus ome ela ions, channels, and
inancial s uc u es.
55
D3.1 - “Co-design oolki ”
3.11. Legal aspec s
Conside ing he legal ing edien in inno a ion ac i i ies ensu es he compliance wi h laws
and he p o ec ion o s akeholde s' igh s. Well-de ined con ac ual ag eemen s, including
pa ne ship and se ice ag eemen s, cla i y oles and esponsibili ies, p e en ing dispu es
and enhancing accoun abili y h oughou he p ojec . Fo ini ia i es ha in ol e he
de elopmen and deploymen o digi al se ices, unde s anding da a usage laws and
ensu ing GDPR compliance ensu e sus ainabili y and communi y us . Legal aspec s,
especially when he use o ICT is in ol ed, should be conside ed du ing he design,
de elopmen , and deploymen phases o ensu e compliance and o p o ec s akeholde s.
Sample subca ego ies a e he ollowing.
Regula o y compliance
P ojec s mus conside local, egional, na ional and Eu opean laws go e ning he sec o s
add essed in u al inno a ion ini ia i es, such as ag icul u e, ood p ocessing, ou ism,
enewable ene gy, anspo a ion and heal h. Speci ic egula ions should be scou ed o
each local con ex and ype o inno a ion solu ion o u al challenges.
GDPR (Gene al Da a P o ec ion Regula ion)
The GDPR is a Eu opean Union egula ion ocused on sa egua ding indi iduals' p i acy by
en o cing s anda ds o managing pe sonal da a esponsibly and anspa en ly.
Compliance wi h GDPR is essen ial o p ojec s ha in ol e collec ing o p ocessing da a
abou u al popula ions o s akeholde s. I ensu es ha da a-d i en ICT solu ions espec
p i acy, os e ing us and enabling b oade communi y engagemen . Checklis s a e
a ailable o acili a e compliance wi h he egula ion
8
.
8
h ps://gdp in o.eu/gdp -checklis .
56
D3.1 - “Co-design oolki ”
Con ac ual Ag eemen s
A con ac ual ag eemen is a legally binding documen ha ou lines he e ms and condi ions
o a ela ionship be ween wo o mo e pa ies. These ag eemen s es ablish clea oles and
esponsibili ies, he eby minimising he po en ial o dispu es. They can consis in
pa ne ship ag eemen s, when he e is a o mal collabo a ion be ween o ganisa ions o
s akeholde s ha need o ag ee con ibu ions and expec a ions, o in se ice ag eemen s
when ex e nal se ices (such as consul ancy o echnology p o ide s) a e in ol ed, o de ine
deli e ables and imelines.
EU AI ACT
The EU AI Ac is a pionee ing egula o y amewo k o he de elopmen and use o A i icial
In elligence wi hin he Eu opean Union
9
. I ocuses on ensu ing AI sys ems a e sa e, e hical,
and non-disc imina o y. All AI echnologies deployed in u al a eas, such as p edic i e
analy ics o ag icul u e o emo e heal hca e solu ions, mus align wi h his ac .
In ellec ual P ope y Righ s (IPR)
IPR co e s pa en s, copy igh s, adema ks, appella ions o o igin, and design igh s,
o e ing legal p o ec ions o inno a i e c ea ions and in ellec ual asse s
10
. P o ec ing
inno a ions speci ic o u al con ex s, such as local p oduc s o adi ional knowledge, allows
communi ies o main ain owne ship and con ol o e hei unique esou ces and se ices,
c ea ing economic oppo uni ies.
Public-P i a e Pa ne ships (PPPs)
PPPs can ac as legal enable s o u al inno a ion. By acili a ing collabo a ion be ween
go e nmen en i ies and p i a e sec o companies, PPPs c ea e a s uc u ed amewo k
h ough which bo h pa ies can pool esou ces, sha e isks, and ha ness he s eng hs o
each sec o o p omo e u al de elopmen and inno a ion.
3.12. Sma ness assessmen o he e i o y
A special ca ego y o ing edien s o u al inno a ion is ep esen ed by me hods ha allow
u al a eas o assess hei e i o ial sma ness along di e en dimensions, bo h o analyse
hei s a ing poin and help s akeholde s acqui e knowledge on he po en ial and p io i ies
o hei a ea du ing he p oblem de ini ion phase, as well as o pe o m impac e alua ion
a e he in e en ions. As men ioned in p e ious Sec ion 3.4 on digi al applica ions, he e
exis digi al dashboa ds o sma ness assessmen implemen ing da a collec ion and
isualiza ion unc ionali ies in suppo o me hods o he sma ness assessmen o a
e i o y. Howe e , no all me hodologies ha e a digi al coun e pa .
Task 2.1 in SMART ERA wo kplan pe o med an ex ensi e esea ch on exis ing sma ness
assessmen me hods, employed in u al con ex s. Some o hem ocus on economic
aspec s, o he s on policies, o on ag icul u e; o he s conside di e en dimensions a he
same ime. S a ing om his backg ound esea ch, a bespoke mul i-dimensional
9
h ps://www.eu opa l.eu opa.eu/ opics/en/a icle/20230601STO93804/eu-ai-ac - i s - egula ion-on-a i icial-
in elligence.
10
h ps://policy. ade.ec.eu opa.eu/en o cemen -and-p o ec ion/p o ec ing-eu-c ea ions-in en ions-and-designs_en.
57
D3.1 - “Co-design oolki ”
me hodology was de eloped (named SESAM) ha me ges di e en assessmen
dimensions (enabling ac o s, mobili y and anspo , economy, sma go e nance and
policy, se ices o gene al in e es , en i onmen and en i onmen al and clima e- ela ed
SDGs) and ha combines quali a i e and quan i a i e measu es.
The esea ch wo k om Task 2.1 is documen ed in Deli e able 2.1 (deli e ed a M12) and
will be used as he basis o he c ea ion o con en s o complemen he SIP ing edien s
ca ego isa ion in his a ea and he ma e ials o SIP Co-design Toolki .
64
D3.1 - “Co-design oolki ”
SIP INGREDIENT
Desc ip ion o he ing edien
Sho desc ip ion:
Ca ego y:
Phase in which is needed:
How i was ob ained:
Wha i does:
Limi a ions:
Rela ed cos s:
Requi emen s and cons ain s o i s use:
Example
Sho desc ip ion:
Minibus wi h 19 sea s
Ca ego y:
Equipmen
Phase in which is
needed:
The bus was en ed o he pe iods o se ice deli e y
How i was ob ained:
The bus was en ed by he municipali y o Ri a del Ga da om a local
p i a e company specialised in selling and en ing ehicles
Wha i does:
The minibus is used o connec exis ing bus s ops in a lexible way,
acco ding o an i ine a y compu ed acco ding o booking eques s
Limi a ions:
Rela ed cos s:
Mon hly paid en
Requi emen s and
cons ain s o i s
use:
The size o he bus was de e mined by conside ing he expec ed
a e age numbe o eques s and he a eas whe e he bus needed o
go h ough. To educe emissions in he his o ical cen e, an elec ic

65
D3.1 - “Co-design oolki ”
ehicle was used.
+ SIP INGREDIENT
Desc ip ion o he ing edien , ollowing he schema abo e
+ … o he ing edien s…..
Desc ip ion o he ing edien , ollowing he schema abo e
LESSONS LEARNED DURING THE SIP CREATION PROCESS
Desc ip ion o aspec s ( o example, ype o di icul decisions) ha equi ed some easoning
du ing he SIP c ea ion p ocess and how hese aspec s we e ackled. This in o ma ion may be
use ul when eplica ing he usage o he SIP.
Example: Ini ially, i was di icul o es ima e he co ec size o he bus. Fo his eason, i was
decided o ini ia e he expe imen al phase o he se ice wi h a en ed ehicle ins ead o
immedia ely p oceeding wi h a pu chase.
LESSONS LEARNED DURING THE SIP USE
Desc ip ion o aspec s ha eme ged du ing he use o he SIP and how hese aspec s may be
used o imp o e he deployed inno a ion. This in o ma ion may be use ul when eplica ing he
usage o he SIP.
Example: S a is ics showed ha a signi ican po ion o use s we e local esiden s. This aspec
sugges s ha he se ice could be ex ended o longe pe iods du ing he yea .
SUMMARY OF RESULTS OF SIP VALIDATION
Desc ip ion o how he communi y ecei ed he inno a ion and he ype o alida ion pe o med.
Example: The Bus & Go se ice was launched in 2022 and was ac i e o a pilo pe iod om July
o Sep embe . Du ing he alida ion pe iod, he se ice egis e ed 3.459 booking eques s.
Residen s accoun ed o 60% o o al use s. The a e age age o use s was 58. A sa is ac ion
ques ionnai e was dis ibu ed o e alua e he pe cei ed usabili y, use ulness and u u e in en ion
o use he se ice……
BUSINESS MODEL FOR THE SIP
Desc ip ion o how he inno a ion suppo ed by he SIP was economically sus ainable.
IMPACT OF THE SIP
Desc ip ion o he bene i s o disad an ages ha we e obse ed a e he deploymen o he SIP.
66
D3.1 - “Co-design oolki ”
4.3. How o use he oolki
The SIP Co-design Toolki aims o imp o e he local communi y’s capaci y o ackle
inno a ion p ocesses by p o iding ools and esou ces, such as ca ds, e lec ion ques ions
and can ases, o e lec ing on he a ious “ing edien s” in ol ed in an inno a ion
p ocess.
I is impo an o s ess ha he SIP Co-design Toolki has no been concei ed o p o ide a
gene al s ep-by-s ep guide o collabo a i e design ac i i ies. In his sense, i doesn' eplace
al eady exis ing and well- alida ed co-design me hodologies, like, o example, he gene al
Double Diamond app oach o design
11
, he Design Thinking amewo k
12
, he Values-led
Pa icipa o y Design (I e sen e al., 2012), o o he mo e speci ic me hodologies guiding
pa icipa o y u al inno a ion p ocesses, as he ones p oduced by he Sma Villages
p ojec
13
o he SEROI+ me hod de eloped wi hin he ERUDITE p ojec
14
. These exis ing
me hodologies al eady sugges ( lexible) sequences o phases o ame he p oblem
con ex , explo e he p oblem space and de ine a speci ic challenge o sol e (as was done
in SMART ERA WP5 du ing he i s yea o p ojec de elopmen ), de elop ideas o possible
solu ions, p o o ype and con e ge owa ds a solu ion o be deli e ed and es ed.
Ins ead, he SIP Co-design Toolki o e s complemen a y esou ces speci ically
ailo ed o eason abou he di e en ing edien s o u al inno a ion and suppo he
de elopmen o he SIP pi o al concep .
This means ha he esou ces in he SIP Co-design Toolki can be used in conjunc ion wi h
di e en me hodological amewo ks (Double Diamond, Design Thinking, Values-led
Pa icipa o y Design, SEROI+, …) o acili a e speci ic ac i i ies in ol ing u al communi ies
and can be adap ed o a ious con ex s, om mo e ins i u ional se ings o mo e in o mal
ones.
Wi hin ask T3.3, s a ing a mon h 13 o he SMART ERA p ojec wo k plan, a plan o co-
design wo kshops and ac i i ies will be se ou ha combine pa icipa o y design s eps
wi h he SIP Co-design Toolki esou ces o alida e wi h use cases he SMART ERA
SIP-based app oach o inno a ion.
Du ing he SIP c ea ion p ocess, he SIP Co-design Toolki will be used in di e en phases
and o a ious pu poses acco ding o he needs o each pilo a ea.
4.3.1. Di e en use s, lexible use
Who will use he SIP Co-design Toolki ? The e will be p ima y and seconda y use s.
11
h ps://www.designcouncil.o g.uk/ou - esou ces/ he-double-diamond/ (las accessed on he 14 h o
No embe 2024).
12
h ps://www.ideou.com/pages/design- hinking, de ini ion o Design Thinking by IDEO (las accessed on he
14 h o No embe 2024).
13
h ps://sma illages.si/ (las accessed on he 14 h o No embe 2024).
14
h ps://se oi.plus/abou / (las accessed on he 14 h o No embe 2024).
67
D3.1 - “Co-design oolki ”
P ima y use : he acili a o (s)
<< A p ima y use is he main indi idual o whom a p oduc o se ice is designed
and who in e ac s wi h i di ec ly. This use ypically has he mos equen o in ensi e
engagemen wi h he p oduc . >>
The p ima y use o he SIP Co-design Toolki is he acili a o : a pe son o a eam wi h
expe ise in media ion and collabo a i e p ocesses who o e sees co-design ac i i ies. They
guide and manage he in e ac ions and dynamics wi hin a g oup o ensu e inclusi e
pa icipa ion. Thei ole is o c ea e a suppo i e en i onmen whe e di e se pe spec i es
a e hea d, ideas can low, and pa icipan s can co-c ea e solu ions. They also ensu e ha
he g oup emains ocused on sha ed goals de ined by he SMART ERA pa ne s.
Facili a o s decide how o use he SMART ERA esou ces acco ding o some
conside a ions: he goal o he ac i i y, he se ing ( o mal, in o mal), pa icipan s' expe ise,
and ime cons ain s.
Seconda y use s: s akeholde s and local communi y
<< Seconda y use s a e indi iduals o g oups in e ac ing wi h a p oduc o se ice
less equen ly o indi ec ly han p ima y use s. Seconda y use s o en bene i om
he p oduc 's ea u es o ou pu s bu may ha e di e en usage pa e ns, p io i ies, o
goals han p ima y use s. >>
The seconda y use s o he SIP Co-design Toolki a e he s akeholde s and o he ac o s
pa icipa ing in he co-design p ocess, such as mayo s o municipali ies, ep esen a i es o
local supply chains, associa ions, and local g oups. Thei expe ience wi h he oolki is
media ed by he acili a o .
4.3.2. Use scena ios, u o ial and aining
The ma e ials o he SIP Co-design Toolki can be used e y lexibly by di e en use s and
o a ious pu poses.
● P epa a ion (be o e ac i i ies): The oolki may suppo he acili a o (s) o become
awa e o he di e en “ing edien s” ha should be conside ed. The acili a o can use
he oolki o p epa e he p esen a ions o co-design ac i i ies and cus omise con en s
(modi y, selec , en ich, ansla e) acco ding o he goal o he ac i i y, he a ge
audience, e c.
● Li e collabo a ion (du ing ac i i ies): Du ing he co-design ac i i ies, he esou ces
o he oolki can be used in di e en ways by he acili a o (s) and he pa icipan s:
Ing edien Ca ds and Re lec ion Ques ions can be used o s imula e discussion and
aise awa eness o necessa y “ing edien s” and ela ed cons ain s; Can ases can
suppo a ge ed collabo a i e asks.
● Consolida ion and acking (a e ac i i ies): A e he collabo a i e ac i i y, he
SIP boa d can be used o ake no es on he selec ion o ing edien s ha will desc ibe
he SIP. This can be done h ough a pen-and-pape app oach ( he SIP boa d is
pape -based) o in a digi al o m.
The Toolki esou ces a e made a ailable o SMART ERA p ojec pa ne s in a dedica ed
olde in he sha ed p ojec eposi o y. Resou ces will also be accessible om wi hin he
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D3.1 - “Co-design oolki ”
digi al e sion o he Toolki cu en ly unde de elopmen in ask T3.2. A e he esou ces
a e alida ed in he six p ojec use cases, he SIP Co-Design Toolki will be made publicly
a ailable.
To help Communi y Ac i a o s and Pilo O ches a o s unde s and how he Toolki can be
used in p ac ice, illus a ed use scena ios ha e been p epa ed ( hese a e epo ed in Annex
F o his deli e able). A ideo p esen a ion explaining he scena ios has also been ci cula ed.
A hands-on aining session was o ganised o amilia ise use s wi h he physical e sion o
he ma e ials in conjunc ion wi h a plena y conso ium mee ing (Milano, 3 d Decembe
2024). Annex E epo s how his aining and alida ion ac i i y was o ganised.
4.4. SIP Boa d
Figu e 10 displays he base layou o he SIP Boa d. The boa d se es as a e e ence poin
ha shows he p og ess o he collabo a i e ac i i y o each case s udy: he hexagons o he
boa d ep esen he di e en ca ego ies ha should be conside ed o de ine a SIP (e.g.
people, legal aspec s, digi al applica ions, in as uc u es, incen i es, e c., as desc ibed in
Chap e 3).
Figu e 10. Base layou o he SIP Boa d
The boa d can be p in ed on a la ge shee o pape ( o example, in A0 size) o c ea e a
physical ool suppo ing indi idual and g oup discussions a ound SIP ing edien s. A digi al
e sion o he SIP Boa d is also unde de elopmen wi hin Task 3.2, as desc ibed in Chap e
5.
S akeholde s can p og essi ely eco d he iden i ied SIP ing edien s on he boa d as hey
eme ge du ing he a ious co-design ac i i ies (Figu e 11, le ). Colou ed hexagon s icky
69
D3.1 - “Co-design oolki ”
no es ( e lec ing he colou code o he ing edien ca ego ies) ep esen ing ing edien s can
be used o make he physical in e ac ion mo e in ui i e and enjoyable (Figu e 11, igh ).
Figu e 11. Sample usage o he SIP Boa d (le ) and example o hexagon-shaped s icky no e
Al e na i e g aphical layou s ha e been expe imen ed wi h o he design o he SIP Boa d
o addi ionally pace he iden i ica ion o he ing edien s acco ding o he di e en phases o
he SIP co-c ea ion p ocess (e.g. phase 1: Disco e and de ine he u al challenge, phase
2: Engage and mo i a e s akeholde s, phase 3: De elop and deli e he solu ion). Fo he
sake o comple eness, Annex G epo s he al e na i e layou s ha we e gene a ed o he
SIP Boa d. The possibili y o o e ing use s al e na i e layou s o he boa d will be u he
conside ed o he implemen a ion o he digi al e sion o he SIP Co-design Toolki (Task
3.2).
4.5. Ing edien s ki
The Ing edien s Ki comp ises physical ca ds (and hei digi al e sion) ha p o ide
in o ma ion and s imuli on SIP ing edien s. These ma e ials can be used o acili a e
p esen a ions, b ains o ming sessions, wo kshops, o p epa a ion wo k by communi y
ac i a o s and pilo o ches a o s.
4.5.1. Ing edien ca ds
Each ca ego y o ing edien s (e.g. “People”, “Digi al applica ions”, “Legal aspec s”,...) has
an associa ed se o ca ds. A p esen a ion ca d o e s a gene al p esen a ion o he ca ego y
(Figu e 12, le ). O he ca ds desc ibe conc e e examples o ing edien s o ha ca ego y ha
can be used in he SIP and o which pu pose (e.g. "local he o", "d ones",...) (Figu e 12,
igh ). Ing edien ca ds a e aimed a enhancing awa eness o oppo uni ies and cons ain s
ela ed o ing edien s.
The g aphical layou o he Ing edien ca ds has been op imised o p in ing on A5-size pape
o easy manipula ion du ing b ains o ming sessions.

70
D3.1 - “Co-design oolki ”
Figu e 12. An example o a p esen a ion ca d o a ca ego y o ing edien s (le ) and an example o
an ing edien ca d ( igh )
Figu e 13. O e iew o he Ing edien ca ds c ea ed o he i s e sion o he SIP Co-design Toolki
71
D3.1 - “Co-design oolki ”
O e all, 80 ing edien s ca ds we e c ea ed o he i s e sion o he SIP Co-design Toolki
eleased a M12 o he p ojec de elopmen (Figu e 13). This se will be in eg a ed as he
SMART ERA p ojec p og esses, wi h ma e ial elabo a ed on o he asks. Fo example,
ca ds illus a ing examples o me hods o e i o ial assessmen ( om Task 2.1) will be
added o he "Sma ness assessmen " ca ego y, and ca ds illus a ing examples o business
models ( om Task 3.4) will be added o he "Economic enable s" ca ego y.
4.5.2. Re lec ion ques ions
Re lec ion Ques ions con ain gene al ques ions ha help s akeholde s unde s and why he
di e en ca ego ies o ing edien s a e essen ial and he dependencies be ween hem. Figu e
14 shows an example o Re lec ion Ques ions p epa ed o s imula e hinking abou he
a ious s akeholde s in ol ed in a SIP co-design and deploymen .
Re lec ion Ques ions can be used in conjunc ion wi h ing edien ca ds o sepa a ely. When
p in ed ou , A4 size pape can be used.
Figu e 14. Re lec ion Ques ions o he "People" ca ego y o ing edien s
4.6. Can ases
Can ases a e isual empla es ha can be used o suppo collabo a i e discussions on
speci ic aspec s o SIPs. They can be used in conjunc ion wi h Ca ds o sepa a ely.
Can ases a e, o example, a ailable o guide he s akeholde s' mapping in he ini ial s ages
o p oblem de ini ion (as illus a ed in he scena io desc ibed in Annex F.1) o o s imula e
e lec ion on he possible uses o digi al ing edien s o sol e u al challenges (as illus a ed
72
D3.1 - “Co-design oolki ”
in he scena io desc ibed in Annex F.2). Figu e 15 shows one shee o he Digi al Enable s
can as ha can be used in he la e scena io. This can as was ob ained om an adap a ion
o exis ing esou ces o he SEROI+ me hod de eloped in he p e ious ERUDITE p ojec
15
.
Figu e 15. A shee o he Digi al Enable s can as. (adap ed om he SEROI+ me hod)
Figu e 16 illus a es how he Digi al Enable s can as was used in an ea ly alida ion es o
he esou ces unde de elopmen o he SIP Co-design Toolki ha was o ganised du ing
he SMART ERA plena y mee ing in Mallo ca (June 2024) and is u he desc ibed in Annex
E. In his case, he can as was used in i s p in ed o m (on A3 size pape ) o acili a e ace-
o- ace in e ac ions.
Figu e 16. Digi al Enable s can as used du ing a collabo a i e wo kshop in Sòlle (Mallo ca)
15
h ps://se oi.plus/abou / (las accessed on he 14 h o No embe 2024).
73
D3.1 - “Co-design oolki ”
4.7. O he me hodological esou ces o capaci y building
As explained in Sec ion 4.3, he SIP Co-design Toolki is no a gene al amewo k o co-
design bu a he a bespoke esou ce o acili a ing he c ea ion o u al inno a ion solu ions
cen ed a ound he pi o al SIP concep . None heless, in addi ion o he esou ces desc ibed
in he p e ious sec ions (SIP Boa d, Ca ds, Re lec ion Ques ions, Can ases), he SIP Co-
design Toolki includes o he me hodological esou ces ha may help SMART ERA
s akeholde s build (o s eng hen) capaci y in he o ganisa ion o ini ial con ex analysis
ac i i ies o co-design wo kshops.
The ollowing esou ces we e made a ailable o case s udy pa ne s in he ea ly phases o
p ojec de elopmen o suppo he ini ial explo a o y ac i i ies o pilo a eas (now epo ed
in deli e able D5.1):
● A guided lis o me hods o acili a e he needs and gaps analysis, wi h sugges ed
s eps o pe o m,
● Guidelines o ini ial p oblem de ini ion, wi h a sugges ed empla e o p oblem
desc ip ion (p o ided by Task 5.1),
● Guidelines o he iden i ica ion and analysis o s akeholde s, wi h a sugges ed
empla e o hei desc ip ion (p o ided by Task 5.1),
● Templa e ables o da a sou ces mapping and analysis (p o ided in conjunc ion wi h
Task 5.1).
New esou ces o capaci y building in co-design will be p og essi ely added o he Toolki
as hey a e p epa ed o o collec ed du ing he case s udy ac i i ies, o be eadily a ailable
when ollowe egions es he SMART ERA SIP-based app oach o inno a ion. Ma e ials
esul ing om o he Eu opean p ojec s ela ed o he de elopmen o u al a eas (e.g., Sma
Villages, Sma Communi ies, Ne e mo e, …) will be eused whene e possible.
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D3.1 - “Co-design oolki ”
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Windiasih, R., Weningsih, S. (2023). S akeholde communica ion and i s impac on
pa icipa o y de elopmen planning in u al a eas. In e na ional Jou nal o
Sus ainable De elopmen and Planning, Vol. 18, No. 8, pp. 2513-2521.
h ps://doi.o g/10.18280/ijsdp.180822
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Design: F om expe - o use -d i en ideas in public se ice design. Public
Managemen Re iew 21, 11 (2019), 1595–1619, DOI:
10.1080/14719037.2019.1619810
[Ve che 2022] Ve che , N. The Role o Ac o s in Social Inno a ion in Ru al A eas. Land
2022, 11, 710. h ps://doi.o g/10.3390/land11050710
[Vijayakuma and Ramya, 2015] Vijayakuma , N., and and R. Ramya. "The eal ime
moni o ing o wa e quali y in IoT en i onmen ." In 2015 In e na ional Con e ence on
Inno a ions in In o ma ion, Embedded and Communica ion Sys ems (ICIIECS), pp.
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[Yin e al. 2022] Ximing Yin, Jin Chen, Jizhen Li, Ru al inno a ion sys em: Re i alize he
coun yside o a sus ainable de elopmen , Jou nal o Ru al S udies, Volume 93,
2022, Pages 471-478, ISSN 0743-0167,
h ps://doi.o g/10.1016/j.j u s ud.2019.10.014.
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Annex A – In ui i e examples o SIPs
This Annex includes some in ui i e examples o bundles o echnological and non-
echnological ing edien s ha can be used in syne gy o sol e challenges impac ing on u al
de elopmen . These examples we e used du ing di e en p esen a ions and collabo a i e
e lec ion ac i i ies wi hin T3.1 o b ains o m on he SIP concep and ela ed co-design
p ocesses.
A.1 SIP o a coope a i e o a me s
This example was inspi ed by a eal-use scena io o a coope a i e o a me s
16
whe e he
in en was o join a me s' o ces o en expensi e equipmen and use i in u ns.
Figu e 20. Sample SIP o a coope a i e o a me s
A.2 SIP o an on-demand mobili y se ice
This example was inspi ed by a eal scena io o an on-demand mobili y se ice c ea ed o
a ou is des ina ion in No he n I aly
17
.
16
h ps://www. uminan ia.i /macchina i-ag icoli-in-condi isione-lespe ienza-della-coop-ag -di-ma ene/ (las
accessed on he 11 h o No embe 2024).
17
h ps://www.ga da en ino.i /i /o ganizza/ aspo i-mobili a/Bus-and-Go (las accessed on he 23 d o
No embe 2024).
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D3.1 - “Co-design oolki ”
Figu e 21. Sample SIP o an on-demand mobili y se ice
A.3 SIP o a school o shephe ds
This example was inspi ed by wo dis inc p ojec s in es iga ing he challenge o aining
young people li ing in emo e u al a eas as shephe ds
18
.
Figu e 22. Sample SIP o a school o shephe ds
18
h ps://www. e e u ale.i /gio anipas o i and
h ps://www.inno azionesociale.o g/index.php/1409-a i a-il-pas o e-4-0-in-calab ia-l-an ico-mes ie e-
di en a-sma -pe -a a e-i-gio ani-e- ilancia e-le-a ee-mon ane. (las accessed on 23 No embe 2024).

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D3.1 - “Co-design oolki ”
A.4 SIP o he de elopmen o local c ops
This example was inspi ed by wo p ojec s in es iga ing he challenge o sus aining he
cul i a ion o local ce eals
19
.
Figu e 23. Sample SIP o he de elopmen o local c ops
19
h ps://www.unimon agna.i /p oge i/buone-p a iche-pe -la-col i azione-e-la- as o mazione-di-ce eali-
alpini-e-pian e-o icinali-ce alp/ and
h ps://www.pulsesinc ease.eu/expe imen (Inc ease Eu opean p ojec ) (las accessed on he 23 d o
No embe 2024)
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D3.1 - “Co-design oolki ”
Annex B – Wo kshop on inno a ion
p ocesses in u al a eas
Wo kshop - Pa icipa o y p ocesses in he pilo e i o ies (lea ning oge he om
pas expe iences in (co)designing inno a ion se ices in u al a eas)
T en o, 17 h o Janua y 2024
B.1 Objec i e and s uc u e o he wo kshop
One week be o e he SMART ERA p ojec kick-o mee ing (held on he 17-18 Janua y 2024
in T en o, I aly), Communi y Ac i a o s we e asked o e lec (wi h he help o Pilo
O ches a o s) on p e ious expe iences o ganised in hei u al e i o y o he collabo a i e
c ea ion o inno a ion. To acili a e his homewo k, a empla e schema o slides (join ly
de eloped by FBK, POLI and ANYSOL) was ci cula ed in ad ance o guide hei e lec ion
on he ype o se ice ha was c ea ed (Figu e 24), on he c ea ion p ocess ha was ollowed
(Figu e 25), and on he posi i e s. challenging aspec s ha we e encoun e ed (Figu e 26).
Figu e 24. Exe cise 1 o Wo kshop 1 in T en o
Figu e 25. Exe cise 2 o Wo kshop 1 in T en o
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D3.1 - “Co-design oolki ”
Figu e 26. Exe cise 3 o Wo kshop 1 in T en o
Following he p o ided empla e, pa ne s esponsible o each o he six pilo s p oduced a
s o y na a ing an al eady implemen ed expe ience o u al inno a ion, as shown in Figu e
27.
Figu e 27. A p e ious se ice c ea ion p ocess o u al de elopmen ha was implemen ed in Sólle
(Mallo ca)
On he 17 h o Janua y 2024, he wo-hou wo kshop hen un olded in o h ee main s ages:
● a b ie in oduc ion (10 minu es) by a esea che o FBK explained he aim o he
wo kshop;
● du ing he cen al pa o he wo kshop, a ep esen a i e o each pilo a ea, in u n,
b ie ly p esen ed one p e ious expe ience o (pa icipa o y) c ea ion o se ices in
hei e i o y (app oxima ely 15-20 minu es). A e each p esen a ion, commen s,
e lec ions, and cla i ica ion ques ions we e in e ac i ely discussed wi h he audience,
acili a ed by pa ne s FBK, POLIEDRA and ANYSOL.
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D3.1 - “Co-design oolki ”
● In he las 10 minu es o he wo kshop, a esea che by FBK b ie ly w apped up he
ac i i ies by explaining how he collec ed in o ma ion would be elabo a ed by
iden i ying commonali ies and dis inguishing aspec s o he 6 pilo a eas.
All p ojec membe s pa icipa ing in he kick-o mee ing pa icipa ed in he wo kshop (50
pa icipan s).
B.2 Resul s
Each inno a ion s o y na a ed du ing he wo kshop was analysed o ac o ou in o ma ion
abou 1) how he p ocess was ini ia ed, 2) how he s akeholde s' ne wo k was engaged, 3)
wha me hods we e used o con ex analysis, 4) how he c ea ion and de elopmen p ocess
un olded, 5) implemen a ion aspec s, 6) ba ie s, 7) sus ainabili y issues and 8) moni o ing
p ac ices. Figu e 28 shows, o example, some ele an ac s ex ac ed om he inno a ion
s o y epo ed by +CULTURA o he Sólle /Mallo ca pilo .
Figu e 28. Analysis o one o he inno a ion s o ies eme ged om he wo kshop
The ac s dis illed o he six pilo s we e hen o ganised in a summa y boa d o e ing a
compa a i e analysis clus e ed acco ding o he eigh selec ed esea ch dimensions lis ed
abo e (Figu e 29). A nume ic and colou code was assigned o each pilo o acili a e he
o ganisa ion o con en s and he ollowing analysis.
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D3.1 - “Co-design oolki ”
use ul, how i was desc ibed (in w i en ex o e bally), he p oblem i was men ioned o
sol e. To acili a e he analysis o ing edien s ha eme ged in di e en wo kg oups, a Mu al
boa d was p epa ed wi h all he names o he ing edien s, as illus a ed in Figu e 33, whe e
di e en colou s iden i y inpu om a ious g oups a a glance.
Figu e 33. Mu al boa d collec ing all he ing edien s ha eme ged om g oup wo k du ing he
wo kshop
An a ini y diag am was hen c ea ed o agg ega e simila ing edien s in o ca ego ies and
subca ego ies. The diag am was en iched wi h a u he 46 sample ing edien s ex ac ed
om he analysis o he u al inno a ion s o ies na a ed in he i s wo kshop on pa icipa o y
p ocesses desc ibed in Annex B. The o ganisa ion o he a ini y diag am was discussed
and e ined by h ee FBK esea che s, and e lec ions du ing his phase led o he
eme gence o 20 addi ional ing edien s.
The inal ca ego iza ion included 157 examples o ing edien s, g ouped in o en main
ca ego ies:
● Da a and knowledge on con ex
● So wa e
● Bes p ac ices
● Communica ion and aining
● Incen i es
● Financial and economic enable s
● In as uc u e

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D3.1 - “Co-design oolki ”
● Equipmen
● Poli ical/legal aspec s
● People
Figu e 34 illus a es how each ca ego y was di ided in o meaning ul subca ego ies.
Figu e 34. Ini ial g ouping o "ing edien s" in o 10 ca ego ies and 50 subca ego ies, as eme ged
om he second wo kshop
C.3 Discussion
The mix o mul idisciplina y backg ounds and p e ious expe iences o pa icipan s in each
wo kg oup le eme ge di e en pe spec i es and poin s o iew ha clea ly alida e he
SMART ERA ision ha communi y-led e i o ial de elopmen equi es he c ea ion o an
ecosys em made up o "ing edien s" ha go well beyond he p ac icali ies o se ice deli e y
(like ma e ials, in as uc u es, o human ope a o s).
The wo kshop esul s laid he basis o u he esea ch owa ds a possible ca ego iza ion
o ing edien ypes (desc ibed in Chap e 3) as an impo an ool o help u al communi ies
build capaci y in pe o ming co-p oduc ion p ocesses. Se e al lessons lea ned and
equi emen s we e also dis illed:
● Ing edien s can be ca ego ised in al e na i e ways. Fo example, s a egies o
communi y engagemen can be conside ed as belonging o a sepa a e ca ego y o
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D3.1 - “Co-design oolki ”
"Bes p ac ices", as was done du ing he analysis o wo kshop esul s (Figu e 34), o
hey can be conside ed as essen ial ing edien s o be e ame he "People"
ca ego y.
● SMART ERA does no aim o c ea e an exhaus i e ca alogue o ing edien s o u al
inno a ion, as his would be an encyclopaedic ask whose e o goes beyond he
p ojec 's scope.
● Conc e e examples o ing edien s o di e en ca ego ies, p oposed by expe s o
coming om he expe ience o o he e i o ies, a e o inspi a ion o u al
communi ies commi ed o inno a ion.
● S akeholde s in u al a eas ha e ye o disco e ing edien s ela ed o digi al
echnologies (digi al da a, so wa e applica ions, bespoke ha dwa e de ices) and
hei ela ed oppo uni ies.
● The e exis asks in he SMART ERA wo kplan ha can p o ide ui ul inpu o he
c ea ion o eusable SIP ing edien s like business models o make u al inno a ions
sus ainable (Task 3.4), upda ed knowledge on u al policies (WP6), me hodologies
o assess he local con ex be o e and a e he in e en ions (Task 2.1), da a
dashboa ds o suppo decision making (Task 4.2).
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D3.1 - “Co-design oolki ”
Annex D – Wo kshop on digi al
ing edien s
Wo kshop: Wha can be digi ised in u al a eas? How can digi aliza ion suppo
e i o ial challenges?
Solle , 6 h o June 2024
D.1 Objec i es and s uc u e o he wo kshop
Du ing he second plena y conso ium mee ing o he SMART ERA p ojec , held in Solle
(Mallo ca) on he 6-7 June 2024, a wo kshop was o ganised wi h mul iple objec i es in o de
o:
● deepen he conso ium's sha ed awa eness abou echnological / digi al solu ions ha
may con ibu e o u al de elopmen ;
● b ains o m on he po en ial ele ance o digi al ing edien s o he six SMART ERA
case s udies;
● collec ideas o ex end he p esen ed d a lis o digi al enable s wi h o he solu ions
speci ic o case s udies' needs;
● e lec on ype o solu ions wi h he highe eplica ion/up- aking possibili ies o u al
a eas in Eu ope;
● e lec on he limi s and cons ain s o using ce ain echnologies in some u al
con ex s;
● alida e wi h Communi y Ac i a o s and Pilo O ches a o s p elimina y concep s o
he SIP Co-design Toolki ha was unde de elopmen , i.e. he usage o Ca ds o
s imula e e lec ion h ough illus a ed examples o digi al ing edien s and he usage
o Can ases o guide he discussion.
The wo kshop in ol ed he 43 pa icipan s o he mee ing and un olded in o he ollowing
phases:
● Righ be o e he beginning o he wo kshop, in a plena y session all pa icipan s we e
exposed o he p esen a ion by echnical pa ne s con ibu ing o WP4 o digi al
solu ions al eady a ailable and es ed in p e ious p ojec s o he implemen a ion o
inno a ion in u al and non- u al a eas.
● S ill in a plena y session, a esea che om UL in oduced he wo kshop objec i es
and a esea che om FBK o e ed a p esen a ion o a se o ing edien Ca ds
desc ibing po en ial digi al enable s o u al inno a ion (20 min.)
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D3.1 - “Co-design oolki ”
● Pa icipan s hen di ided in h ee ooms (plus one online g oup o pa ne s
pa icipa ing om emo e). Each oom hos ed ep esen a i es om wo case s udies,
spli in wo ables. Technical pa ne s dis ibu ed ac oss he a ious ables, in o de
o ha e mixed backg ound and skills in each g oup. (The se ing is illus a ed in
p e ious Figu e 16 in sec ion 4.6). Facili a o s om UL, FBK and POLI suppo ed he
eam wo k.
● Each g oup was asked o selec a se o digi al solu ions ha seem pa icula ly
ele an o he challenges o hei e i o y, om he lis p esen ed in he digi al Ca ds
(10 mins.)
● Pilo s we e hen in i ed o ag ee upon one mos p omising digi al solu ion and
po en ial use scena io and o wo k on i by ollowing he p oposed Can as (40 min).
● A he end o he g oup ac i i y, a plena y session concluded he wo kshop wi h a
pee e iew phase, when a ep esen a i e o each g oup syn hesised wha eme ged
a hei able.
Figu e 35 illus a es he can ases used o s imula e he ac i i y, which we e de i ed om an
adap a ion o ma e ials included in he SEROI+ me hodology.
Figu e 35. Can ases used o acili a e g oup discussion du ing he wo kshop
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D3.1 - “Co-design oolki ”
D.2 Resul s
Each wo k g oup in he wo kshop gene a ed in e es ing con en s ha en isaged how cu en
needs and gaps o he e i o ies a e ma ched by echnological solu ions. Figu e 36 shows
sample inpu ha was p oduced by wo kshop pa icipan s.
Figu e 36. Ma e ial p oduced in he wo kg oup o he Eas He zego ina case s udy
D.3 Discussion
In gene al, he ype o p ac ical ac i i y p oposed in he wo kshop was e y well ecei ed by
Communi y Ac i a o s and Pilo O ches a o s, who showed app ecia ion o he ing edien
Ca ds and he guidance o e ed by he Can ases. This ep esen ed a p elimina y alida ion
o he design concep s o he SIP Co-design Toolki .
Ano he aluable ou come o he wo kshop was he collec ion o conc e e examples o
digi al/ echnological ing edien s' po en ial usage. F om one side, pa icipan s ook
inspi a ion om he s imuli ha we e p esen ed o hem by echnical pa ne s and
esea che s. F om he o he side, hey we e able o en isage addi ional digi al enable s o
hei needs. This was used o en ich he ca ego iza ion o digi al ing edien s included in he
i s e sion o he SIP Co-design Toolki , as desc ibed in Chap e 3.

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D3.1 - “Co-design oolki ”
Annex E – Wo kshop on SIP Co-design
Toolki aining and alida ion
Hands-on wo kshop wi h he analog SIP Co-design Toolki
Milano, 3 d Decembe 2024
E.1 Objec i es and s uc u e o he wo kshop
Du ing he hi d plena y conso ium mee ing o he SMART ERA p ojec , held in Milano (I aly)
on he 3-4 Decembe 2024, a wo kshop was o ganised wi h mul iple objec i es in o de o:
● Le all SMART ERA pa ne s (and in pa icula Communi y Ac i a o s and Pilo
O ches a o s) amilia ise wi h he ask o iden i ying ing edien s o a SIP sol ing
a gi en u al challenge;
● Le all pa ne s examine he analog ma e ials o he SIP Co-design Toolki in he
con ex o a simula ed b ains o ming session and ain on he usage o he oolki
wi h a hands-on ac i i y implemen ing a "lea ning by doing" app oach;
● Collec eedback on he con en (ing edien ca ego iza ion, ca ds, e lec ion
ques ions) included in he i s e sion o he SIP Co-design Toolki ;
● Obse e how he oolki was ecei ed and how i was used.
The wo kshop in ol ed all he 48 pa ne s’ ep esen a i es aking pa in he p ojec mee ing.
Du ing he ini ial 15 minu es o he wo kshop, a esea che om FBK b ie ly ecalled who
may he po en ial use s o he SIP Co-Design Toolki be ( acili a o s, co e wo k g oup, and
ex ended g oups o local s akeholde s) and he lexible ways in which he oolki can be used
(Figu e 37).
Figu e 37. Explana ions p o ided o wo kshop pa icipan s du ing he p esen a ion o he aining
session
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D3.1 - “Co-design oolki ”
Pa icipan s we e hen p esen ed wi h a ic i ious (bu ealis ic) scena io o a u al communi y
in need o c ea ing a SIP o a hypo he ical on-demand public anspo a ion se ice, in
suppo o he local communi y and ou is s. Pa icipan s we e asked o engage in a
discussion abou he equi ed ing edien s o implemen he expec ed SIP.
Pa icipan s we e hen p esen ed wi h a ic i ious (bu ealis ic) scena io o a u al communi y
in need o c ea ing a SIP o a hypo he ical on-demand public anspo a ion se ice, in
suppo o he local communi y and ou is s. Pa icipan s we e asked o engage in a
discussion abou he equi ed ing edien s o implemen he expec ed SIP.
The 48 pa icipan s we e di ided in o h ee sepa a e g oups. Each g oup was assigned he
ask o iden i ying po en ial ing edien s ela ed o h ee o ou di e en ca ego ies: g oup 1
was expec ed o eason on digi al applica ions, local knowledge, and inancial and economic
enable s; g oup 2 b ains o med on ha dwa e and digi al in as uc u e, people, incen i es
and legal aspec s; g oup 3 b ains o med on da a, physical in as uc u e and equipmen ,
communica ion and aining, and poli ical enable s. Each discussion able was equipped
wi h a can as o collec ideas and ing edien ca ds, oge he wi h he ela ed how- os and
e lec ion ques ions o he conside ed ca ego ies. A esea che om FBK was p esen in
each g oup o u he p o ide explana ions on how o ake ad an age o he oolki analog
ma e ials o suppo he iden i ica ion o ing edien s (Figu e 38). Ideas we e anno a ed on
colou ed hexagon-shaped s icky no es.
Figu e 38. SMART ERA pa ne s engaging in he aining session wi h he analogue SIP Co-design
Toolki
A e 30 minu es o g oup wo k, in a inal plena y session, ep esen a i es o each g oup
we e in i ed o p esen wha ing edien s eme ged a hei able, while a aching he
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D3.1 - “Co-design oolki ”
comple ed s icky no es on a common SIP Boa d hanging in a isible place o he mee ing
oom.
E.2 Resul s
In only hal an hou , each wo k g oup was able o quickly ini ia e he discussion and gene a e
se e al ideas o ing edien s. O e all, 73 s icky no es we e added o he SIP Boa d (Figu e
39).
I is impo an o no e ha o his aining ac i i y he ac ual in o ma ion a ached o he SIP
Boa d is no o c ucial impo ance, gi en he ic i ious scena io chosen and he ac ha his
SIP will no be eally implemen ed. None heless, he exe cise wo ked ou e y well: he
complemen a y expe ise o he di e en pa icipan s enabled o elabo a e in e es ing
insigh s o each o he conside ed ing edien ca ego ies and se e al conside a ions
eme ged om he ype o gene a ed ou pu , om he sugges ions on how o ex end he
ma e ial o he SIP Co-design Toolki , and om wha was obse ed on he oolki usage.
Figu e 39. The inal session o SIP Boa d upda ing
E.3 Discussion
O e all app ecia ion
A e he wo kshop, se e al pa icipan s explici ly exp essed app ecia ion o he co-c ea ion
ac i i y acco ding o di e en poin s o iew. Pa ne s expe s in co-design commen ed on
he e icacy o analog ma e ials ( he angible aspec o he oolki ) and in pa icula on he
in ui i eness o he SIP Boa d, which allows o p o ide a sense o p og ess. Indeed, many
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D3.1 - “Co-design oolki ”
pa icipan s we e su p ised by he amoun o wo k p oduced in such a sho ime, and
ce ainly he in ui i e o e iew p o ided by he boa d acili a es a sha ed isualiza ion o
collec i e achie emen s.
Some Communi y Ac i a o s and Pilo O ches a o s s a ed en isaging how hey could use
he SIP Co-design Toolki o acili a e he c ea i e ac i i ies in hei pilo , also in combina ion
wi h he communi y engagemen me hods hey al eady employ (e.g. he Fu u e Sea ch
Con e ence).
Flexibili y o use o he SIP Co-Design Toolki
In he di e en g oups, he obse ed usage dynamics was a ied. One g oup immedia ely
decided o spli in o subg oups, wi h each subg oup wo king wi h one single ing edien
ca ego y in pa allel. Whe eas o he g oups conside ed all he assigned ca ego ies ( h ee o
ou ) a he same ime du ing he b ains o ming.
Fo one g oup he ini ia ion o he discussion equi ed some b ie wa m up phase in which
he challenge o add ess was u he de ailed be o e he c ea i e phase o ing edien ideas
gene a ion could s a . The ca ds we e used o ge inspi a ion a di e en poin s du ing he
b ains o ming and o u he check whe he some hing was missing.
In o he cases, he ca ds we e used mo e sys ema ically, o make su e each example ca d
was elabo a ed wi h a co esponding idea i ing he gi en scena io.
This a ie y o use exac ly goes in o he di ec ion o he main p inciple o lexibili y a ound
which he SIP Co-design Toolki was c ea ed.
Rela ionships ac oss ca ego ies
While discussing ing edien s wi hin he con ex o a ce ain ca ego y, in some cases ideas
eme ged ha belonged o o he , ela ed ca ego ies. This p o ided e idence o he ac ha
al hough he ing edien s ca ego isa ion was concei ed o s uc u e and guide he p ocess o
ing edien s iden i ica ion, s ill i does no hampe c oss-ca ego y hinking.
Ex endabili y o he oolki
The openness p ope y o he SIP Co-design Toolki , i.e. he possibili y (and
encou agemen ) o ex end he ma e ials wi h u he ca ego ies and ca ds s a ing om
expe ise and e idence on he peculia i ies o he u al domain, was ully unde s ood by
pa icipan s. Many commen s and sugges ions we e collec ed on he oppo uni y o ex end
he cu en ca ego isa ion, o example wi h a ca ego y collec ing examples o ing edien s
dealing wi h "E hical aspec s", and he cu en se o ing edien Ca ds ( o example wi h
ma e ial ela ed o policies o o addi ional ypes o digi al applica ions).
Wha 's comes a e b ains o ming
Al hough pa icipan s con ibu ed easily and e ec i ely o he popula ion o he SIP Boa d,
hey we e unsu e o wha would be he ollowing s ep. As illus a ed in he scena ios epo ed
in Annex F, he ypical ollow-up phase o a b ains o ming aimed a gene a ing ing edien s
ideas would include a e inemen session (mos p obably in ol ing he acili a o and
membe s o he co e wo k g oup) in which ideas a e eo de ed, agg ega ed by simila i y,
il e ed and consolida ed in o a educed numbe o op ions, o hen epea o he i e a i e
cycles o missing ing edien s iden i ica ion o o analyse in de ail he equi emen s and
cons ain s o he ing edien s in he SIP Boa d.
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D3.1 - “Co-design oolki ”
SIP ing edien ca ego ies a e g ouped close o he design phase in which hey a e mos
use ul.
Figu e 41. Layou o he SIP Boa d inspi ed o he Double Diamond design me hodology
G.3 Layou sugges ing a h ee-phase SIP co-c ea ion p ocess
The g aphical layou in Figu e 42 is an elabo a ion o he one in Figu e 41 ha explici ly adds
isibili y o he impo an phase o s akeholde s and communi y engagemen , which is
essen ial in pa icipa o y design app oaches.

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D3.1 - “Co-design oolki ”
Figu e 42. Layou o he SIP Boa d based on an ex ension o he Double Diamond app oach