Intellectual Property Strategy:
Professional Skills for
IP Asset Management
June 6, 2005
Maputo, Mozambique
The IP Strategy House
Economic Growth
Technological Development and Solutions
IP Ownership
TOT/Licensing
IP Skills
Policy
Networks
Laws and Policies
•
Commitment
Marketing
Clusters
Incentives
Funding/Valuation
IP Audit and Plan
Education
IP Skills
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IV.
V.
Technology Managers
Licensing professionals
Patent lawyers and drafters
Marketing and branding experts
Valuation and finance
AWARENESS RAISING IS NOT ENOUGH
Technology Management
technology
law
business
WIPO
IP Strategy Training Course
• 3 day course
• English pilot
• Designed to train trainers and users
• Covers:
-Basic elements of IP Strategy
-Funding and IP
-Institutional policies for research institutions
-Incentives
-Clusters and competitive analysis
-Strategy game
-IP Audit Tool
IP Strategy: Deliverables
Participants who complete the course should:
• Appreciate that IP success depends on strategy
• Appreciate the relationship of IP to technology strategy
• Acquire the necessary level of knowledge in order to :
1.
Use the IP Audit Tool;
2.
Understand policy choices for research institutions;
3.
Value IP for purpose of seeking funding;
4.
Understand key IP strategy terminology; and
5.
Participate with others in drafting an IP strategy.
IP Skills
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IV.
V.
Technology Managers
Licensing professionals
Patent lawyers and drafters
Marketing and branding experts
Valuation and finance
AWARENESS RAISING IS NOT ENOUGH
Successful Technology
Licensing Training Course
WIPO
• 4 day course
• English, French, Spanish, Portuguese
• Designed to train trainers and users
• Covers:
- How to prepare for licensing
- Key terms of the agreement
- How to conduct the negotiation
- Licensing game
- Drafting clauses
Successful Technology
Licensing: Deliverables
Participants who complete the course should:
• Appreciate the “licensing philosophy”
• Acquire the necessary level of knowledge in order to :
1.
Identify potential business opportunities and risks;
2.
Successfully participate in the licensing negotiation;
3.
Make a valuable contribution to the content of the
agreement, in collaboration with legal counsel and
other team members.
IP Skills
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II.
III.
IV.
V.
Technology Managers
Licensing professionals
Patent lawyers and drafters
Marketing and branding experts
Valuation and finance
AWARENESS RAISING IS NOT ENOUGH
WIPO
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Patent Agent Training
To deliver competence in drafting
Response to Member State demand
Severe shortage worldwide
Trainees are scientists/technologists
2 weeks plus 4 months distance learning
Course delivered locally
Repeatable, sustainable
English, French, Spanish (Portuguese, 2006)
IP Skills
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I.
II.
III.
IV.
V.
Technology Managers
Licensing professionals
Patent lawyers and drafters
Marketing and branding experts
Valuation and finance
AWARENESS RAISING IS NOT ENOUGH
WIPO
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Research Management and
Marketing Training
Health sector; 7 day course
In French and Spanish
IP Management processes
Priority setting/research management
Building teams
Clinical testing
Distribution
Branding and marketing
IP Skills
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I.
II.
III.
IV.
V.
Technology Managers
Licensing professionals
Patent lawyers and drafters
Marketing and branding experts
Valuation and finance
AWARENESS RAISING IS NOT ENOUGH
Valuation and Financing
• Addresses the problem of the IARV
– Intangible rich but tangible asset poor venture
• IP Valuation skills needed to:
– Manage funding for SMEs and research start ups;
– Communicate the value of intangible assets to
potential investors and financers; and
– Design guarantee programs for investors in R&D
based enterprises.
• WIPO Study on Valuation and Financing of
R&D with Chalmers University.
• WIPO Manual on “IP Valuation for Developing
Country Policy Makers & Technology Officers”.
The IP Strategy House
Economic Growth
Technological Development and Solutions
IP Ownership
TOT/Licensing
IP Skills
Policy
Networks
Laws and Policies
•
Commitment
Marketing
Clusters
Incentives
Funding/Valuation
IP Audit and Plan
Education
Goal: To Build and Use IP Skills
for Mozambique’s Future