Greek Scientists Society / Methodology series 01 of 03
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Start here00The methodology seriesYou are reading01From MoU to LegacyNext02From Mapping to Impact

A new strategic approach

Designing durable stakeholder architectures that convert dialogue into policy impact.

A strategic pathway for sustainable collaboration and real-world impact.

Most networks engage stakeholders. Comparatively few convert that engagement into something an institution can pick up and carry. The difference is rarely effort or goodwill. It is sequence.

This approach sets out a structured and replicable pathway, from strategic mapping through to institutional embedding, designed to strengthen the policy impact, dissemination and sustainability of a research network. It is adaptable across research domains and scalable across grant periods.

Series 01 of 03 Continues in From Mapping to Impact Steps Seven Indicative span 12 to 18 months Status Open framework
01 / Overview

Engagement is not the outcome. It is the beginning of one.

The familiar pattern runs meeting, discussion, report, archive. Each stage is competently executed and the sequence ends where it started, with a document that few people outside the network will ever act on. The approach set out here replaces that pattern with a sequence designed to end somewhere else.

Diagram contrasting an old model of meeting, discussion, report and archive with a new model of mapping, strategic outreach, structured engagement, co-development, public output and institutional embedding.
The shift: from a cycle that ends in an archive to one that ends inside an institution.

The objective is not participation. It is structured co-development, policy translation and long term legacy. Each of the seven steps that follow produces a defined output, and each output is the input to the step after it, which is what keeps the sequence from dissolving into activity.

Two commitments hold the whole approach together. The first is that engagement is calibrated rather than broad: the question is not who might be interested, but who shapes decisions, standards, funding, implementation and narrative, and where mutual value can be created. The second is that dialogue is expected to produce a usable product with named co-authors, since co-authorship is what turns interest into ownership.

Applied to a COST Action, the approach aligns with existing obligations rather than adding to them. Its outputs map onto policy briefs, strategic reports and white papers, and its engagement moments can be embedded within Action meetings, Training Schools or dedicated stakeholder workshops.

02 / Architecture

Seven steps, in one sequence.

The order carries most of the value. Outreach before analysis produces invitations rather than positioning. External engagement before internal alignment dilutes the network's own message. Production before validation produces documents that address a problem nobody confirmed.

The Strategic Stakeholder Framework as seven sequential arrows: strategic mapping, analytical prioritisation, calibrated outreach, internal governance alignment, structured external engagement, co-development of policy outputs, institutional embedding and legacy.
From Mapping to Impact: the seven steps as one architecture, from strategic mapping through to institutional embedding and legacy.
03 / The seven steps

What each step does, and what it hands on.

Each step below states its purpose, the work it involves and the output it produces. The examples are published applications of the step in live COST Actions.

01

Identify stakeholders

Strategic mapping. Establish who exists in the field around the network, and on what basis each of them matters.

Identify the policy or strategic domains at stake, the regulatory and institutional relevance of each actor, the level of governance they operate at (European, national, regional, agency, standards body), their influence set against their interest, and the potential for alignment.

Functional categories

  • Regulators and Directorates General
  • Agencies and international organisations
  • Standards bodies (ISO, CEN)
  • Industry associations and infrastructure operators
  • Civil society and non governmental organisations
  • Scientific advisory mechanisms: Commission expert groups and scientific committees, JRC expert panels, EEA advisory bodies, EFSA panels, EMA scientific advisory groups, ECHA committees, ECDC advisory structures
  • Innovation and research networks
OutputA prioritised stakeholder matrix and a defined engagement objective.

In practice. Structured multi-sector mapping and role differentiation: Chartering Sustainability Pathways for CA22160 BioAqua.

02

Analysis and strategic positioning

Once stakeholders are mapped, analysis determines how and when to engage them. This is the move from identification to prioritisation.

The question shifts from who should we invite, to who shapes decisions, standards, funding, implementation and narrative. And, just as importantly, where can mutual strategic value be created.

Structured tools

  • Influence and interest matrix
  • Power, legitimacy and urgency model
  • Regulatory pathway mapping
  • Ecosystem interdependency mapping
  • Policy window identification
  • Value exchange assessment: what do they gain

Resulting categories

  • Strategic partners with co-development potential
  • Policy multipliers of high influence
  • Technical validators
  • Institutional gatekeepers
  • Future allies for longer term cultivation
OutputPrioritised engagement tiers, a sequenced outreach strategy, and a defined positioning narrative.

In practice. How structured categorisation strengthens policy alignment: Enhancing Stakeholder Engagement for Climate Resilience, CA21166 SHiFT.

03

Strategic outreach design

The bridge between analysis and engagement. Outreach here is not an invitation, it is calibrated positioning.

Before any external contact, the network answers five questions: what is the concrete objective, what problem is being addressed, what is the specific ask, what do stakeholders gain by engaging, and why now, in terms of policy timing, consultation or review cycles.

The outreach package

  • A two page strategic briefing note
  • Clear problem framing: regulatory gap, implementation bottleneck, innovation barrier or systemic risk
  • Messaging specific to each stakeholder
  • A proposed engagement format and a proposed role per category

Calibration by tier

  • High influence actors: direct, personalised outreach
  • Technical actors: structured thematic invitation
  • Innovation networks: collaboration framing
  • Regulators: a policy relevant value proposition
OutputConfirmed initial participation, validated problem framing, and an agreed engagement format.
04

Internal alignment and engagement architecture

Before the first external engagement, the network aligns internally. This step establishes the governance structure and the accountability mechanisms that give the engagement coherence and credibility.

Internal clarity is what prevents external dilution. This is the design phase, not yet the public facing event.

Decide internally

  • The level of ambition: to inform, to influence, to co-develop, or to institutionalise
  • Which domains are prioritised
  • What concrete outcome is being aimed at
  • What time, expertise and leadership are actually committed

Format, and roles

  • Working group or task force meeting for design and alignment, thematic workshop for policy validation, training school for technical harmonisation, targeted roundtable for high level dialogue, or a phased hybrid
  • Who leads the process, who drafts outputs, who manages stakeholder communication, and who ensures continuity
OutputAgreed priority domains, a defined objective, a confirmed format, and a roadmap with responsibilities allocated.
05

First external engagement

The first calibrated interaction with selected stakeholders. The objective is not broad consultation, it is structured validation and prioritisation. The engagement can be embedded within Action meetings, Training Schools or a dedicated stakeholder workshop.

This meeting does not aim to solve everything. It defines the pathway forward.

Purpose

  • Test and validate the problem framing
  • Identify regulatory or implementation barriers, and surface evidence gaps
  • Assess feasibility and political timing
  • Define the next concrete deliverable

Format, one to one and a half days

  • Strategic framing session: the issue, the scope, the expected outcome
  • Thematic breakout groups by domain or regulatory layer, on focused questions rather than open debate
  • Barrier and opportunity mapping: where the system fails, what is realistically changeable, who must be involved next
  • Convergence session: priority direction, the next product, and the co-development group
OutputAn agreed priority issue, a defined next product, identified contributors, and commitment to structured follow up.

In practice. Governance design and engagement structuring before outreach: Stakeholders Analysis, CA21111 OneHealthDrugs.

06

Co-development and policy formation

The step that converts dialogue into impact. Many initiatives stop after engagement. This is where the approach moves into structured production, transforming validated discussion into a concrete and usable output.

The working method is modest and disciplined: two or three structured interim meetings, shared drafting responsibilities, version control and feedback loops, and clear decision checkpoints.

Establish

  • A small drafting group of five to eight committed actors
  • Clear leadership and coordination
  • A defined timeline, typically three to six months
  • An agreed document type: policy brief, regulatory roadmap, consultation submission, standards proposal, position paper, white paper, implementation guidance note, or a strategic concept note for institutional follow up

Principles, and what to avoid

  • Co-authorship builds ownership. Recommendations are actionable, outputs concise and policy ready, and the language aligned with regulatory vocabulary
  • Avoid academic reports without decision relevance, overly broad scope, and undefined recommendations
OutputA finalised product, an agreed dissemination plan, and identified institutional entry points.

In practice. Exploitation strategy, co-authorship as ownership: EU-PoTaRCh as a Policy Bridge, CA22155.

07

Announcement, institutionalisation and legacy

This phase ensures the output does not remain an internal document. A brief internal evaluation of process effectiveness and stakeholder responsiveness belongs here too.

The objective throughout is insertion into decision channels rather than symbolic visibility.

Four moves

  • Strategic announcement. A targeted impact event in a policy relevant location, hybrid where appropriate, co-hosted with a stakeholder when possible: presenting the output, showing the co-development process, positioning the network as a credible policy partner
  • Institutional penetration. Presentation to the relevant Directorate General, agency or authority, submission to live consultations, briefing notes to policymakers, engagement with standards bodies where relevant, circulation through innovation and research networks
  • Amplification. COST dissemination channels, institutional partner communication, professional networks, policy newsletters and think tank distribution, kept policy oriented rather than promotional
  • Institutionalisation. A light stakeholder advisory mechanism, the topic embedded into the next Grant Period, links to follow up initiatives or proposals, and post-Action sustainability pathways
OutputVisibility, uptake, and a route to continuity.
04 / Timeline

An indicative model, 12 to 18 months.

Indicative rather than prescriptive. The early steps compress easily where a network already knows its field. The later ones rarely do, since co-development and institutional uptake move at the pace of the institutions involved.

Timeline chart placing the seven phases across 18 months, with checkpoints for stakeholder landscape defined, engagement tiers agreed, confirmed participation, co-development mandate, policy-ready product and output inserted into the decision ecosystem.
Phases one to four occupy the first five months, first engagement runs to month seven, co-development to month twelve, and institutional embedding to month eighteen.
05 / Legacy

From temporary engagement to a recognised interface.

Legacy is the point of the sequence, not an epilogue to it. The measure is whether the relationship survives the mandate that created it.

The shift

Dialogue becomes a channel

From temporary engagement to a structured, recurring regulatory dialogue channel. From project based interaction to a recognised policy interface. Both are descriptions of the same change: the network stops being an event and starts being an address.

The mechanism

Continuity needs a holder

A light stakeholder advisory mechanism, the topic carried into the next Grant Period, and links to follow up initiatives keep the work alive while the Action runs. Beyond it, continuity has to be anchored in an entity that outlives the mandate.

The precedent

Post-Action Sustainability Projects

Post-Action Sustainability Projects (PASPs), a concept introduced by Theo Zacharis at the Greek Scientists Society, give the work somewhere to live. Kinesis Innovation Center is the first of them, established out of COST Action CA20104 PhysAgeNet.

06 / Series

How this fits the wider method.

Three published components address three different questions. They can be adopted separately and tend to work best in sequence.

01 / This document

From MoU to Legacy

The sequence. How a network moves from stakeholder mapping through co-development to institutional embedding, and what each step is expected to produce.

02 / Companion framework

From Mapping to Impact

The structure. How the intelligence a consortium already holds is made visible, positioned on the quadruple helix, and treated as capital that can be converted.

03 / Instrument

The Innovation Atlas

The working form of the framework: five layers over one taxonomy, deployable for any Action, with the same architecture across cohorts and domains. Documented in From Mapping to Impact.

In development

Convergence, and the work behind it

A framework describing the exchange itself, and an operational approach for running this across several Actions. Neither is published yet.