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Monitoring S3: Key dimensions and implications


  • Esparza Masana, Ricard
  • Fernández, Tatiana


Our work analyses the implications of a smart specialisation strategy (S3) monitoring model based on a system that considers three main axes linked to the logic of the strategies: output/results, smart specialisation process, and a learning component, on which we build our main approach. This strategic learning is based on the logic that S3 presents a new paradigm within the innovation policy scope that requires the inclusion of monitoring schemes that integrate the assessment of the dynamic process under which both public administration and other innovation stakeholders learn and improve their activities (within and without the strategy) thanks to the learning gathered throughout S3 (and its instruments and projects) implementation. The article also discusses this logic within the current and the next programming period for S3, and the role monitoring has or will have, while analysing the opportunities and challenges it presents.

Suggested Citation

  • Esparza Masana, Ricard & Fernández, Tatiana, 2019. "Monitoring S3: Key dimensions and implications," Evaluation and Program Planning, Elsevier, vol. 77(C).
  • Handle: RePEc:eee:epplan:v:77:y:2019:i:c:s014971891830199x
    DOI: 10.1016/j.evalprogplan.2019.101720

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    References listed on IDEAS

    1. Elisabetta Marinelli & Fabrizio Guzzo & Carlo Gianelle, 2019. "Building Smart Specialisation Strategies Monitoring Systems: Evidence from the EU," L'industria, Società editrice il Mulino, issue 1, pages 27-44.
    2. Magro, Edurne & Wilson, James R., 2013. "Complex innovation policy systems: Towards an evaluation mix," Research Policy, Elsevier, vol. 42(9), pages 1647-1656.
    3. Jakob Edler & Bernd Ebersberger & Vivien Lo, 2008. "Improving policy understanding by means of secondary analyses of policy evaluation," Research Evaluation, Oxford University Press, vol. 17(3), pages 175-186, September.
    4. Andrés Rodríguez-Pose & Callum Wilkie, 2015. "Institutions and the Entrepreneurial Discovery Process for Smart Specialization," Papers in Evolutionary Economic Geography (PEEG) 1523, Utrecht University, Department of Human Geography and Spatial Planning, Group Economic Geography, revised Jul 2015.
    5. Susana Elena-Pérez & Eskarne Arregui & Elisabetta Marinelli, 2017. "The role of universities in regional development through Smart Specialisation Strategies: Evidence from two Spanish regions (Catalonia and Navarre)," EKONOMIAZ. Revista vasca de Economía, Gobierno Vasco / Eusko Jaurlaritza / Basque Government, vol. 92(02), pages 42-67.
    6. Dani Rodrik, 2007. "Introductiion to One Economics, Many Recipes: Globalization, Institutions, and Economic Growth," Introductory Chapters, in: One Economics, Many Recipes: Globalization, Institutions, and Economic Growth, Princeton University Press.
    7. Andres RODRIGUEZ-POSE & Marco DI CATALDO & Alessandro RAINOLDI, 2014. "The Role of Government Institutions for Smart Specialisation and Regional Development," JRC Working Papers JRC88935, Joint Research Centre (Seville site).
    8. Erik Arnold, 2004. "Evaluating research and innovation policy: a systems world needs systems evaluations," Research Evaluation, Oxford University Press, vol. 13(1), pages 3-17, April.
    9. Alexander Kleibrink & Carlo Gianelle & Mathieu Doussineau, 2016. "Monitoring innovation and territorial development in Europe: emergent strategic management," European Planning Studies, Taylor & Francis Journals, vol. 24(8), pages 1438-1458, August.
    10. Monica Coffano & Dominique Foray, 2014. "The Centrality of Entrepreneurial Discovery in Building and Implementing a Smart Specialisation Strategy," SCIENZE REGIONALI, FrancoAngeli Editore, vol. 2014(1), pages 33-50.
    11. Henning Kroll, 2015. "Efforts to Implement Smart Specialization in Practice--Leading Unlike Horses to the Water," European Planning Studies, Taylor & Francis Journals, vol. 23(10), pages 2079-2098, October.
    12. Philip McCann & Raquel Ortega-Argilés, 2013. "Transforming European regional policy: a results-driven agenda and smart specialization," Oxford Review of Economic Policy, Oxford University Press, vol. 29(2), pages 405-431, SUMMER.
    13. Béatrice Plottu & Eric Plottu, 2011. "Participatory Evaluation: The Virtues for Public Governance, the Constraints on Implementation," Group Decision and Negotiation, Springer, vol. 20(6), pages 805-824, November.
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    More about this item


    Smart specialisation strategies; Innovation policy; Monitoring systems;

    JEL classification:

    • C80 - Mathematical and Quantitative Methods - - Data Collection and Data Estimation Methodology; Computer Programs - - - General
    • O25 - Economic Development, Innovation, Technological Change, and Growth - - Development Planning and Policy - - - Industrial Policy
    • O32 - Economic Development, Innovation, Technological Change, and Growth - - Innovation; Research and Development; Technological Change; Intellectual Property Rights - - - Management of Technological Innovation and R&D
    • R58 - Urban, Rural, Regional, Real Estate, and Transportation Economics - - Regional Government Analysis - - - Regional Development Planning and Policy


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