Snapshot Brief:

Individuals in Research Support (RS) & Knowledge Exchange (KE) support roles can learn how to become effective IP Commercialisation Professionals within the University environment by attending this intensive 1-day course. KE Professionals who are transitioning or intend to transition onto IP commercialisation roles within Research Support Office (RSO) or Technology Transfer Office (TTO) of a University often struggle to prepare Self alongside their current roles due to lack of mentors in guiding on IP exploitations aspect.

Requirements

• Reasonable experience of providing Research & Knowledge-Exchange support to a research project
• Working experience in research-intensive institutions or having an interest to do so
• Knows basics of Intellectual Properties (e.g. patent, copyright, trademark, design right)
• Able to use online training platforms & basic IT tools (e.g. Zoom, Google Meet, MS Office)

Features

• Sharing practical case examples of sample IP Commercialisation projects in UK Universities
• Easy to adopt techniques and approaches by Technology Transfer Staffs on own research commercialisation projects
• Explaining bigger picture logic of 'how IP management & IP exploitation can be done'
• All-in-One training course capturing the essential needs to be a Technology Transfer Staff

Target audiences

• Post-Graduate (PG) Research Students or Students with Research interest
• Research Support (RS) Professionals (in Universities for grant applications by researchers)
• Knowledge Exchange (KE) Professionals (moving into Technology Transfer support role)
• IP Commercialisation and Technology Transfer Professionals

Overview

Research Support (RS) and Knowledge Exchange (KE) Professionals who are transitioning or intend to transition onto IP commercialisation roles within Research Support Office (RSO) or Technology Transfer Office (TTO) of a University often struggle to prepare Self alongside their current roles due to lack of mentors in guiding on IP exploitations aspect.

Such a situation faced by budding IP Commercialisation Professionals is partly due to the lack of training courses created with ‘an easy way of correlating the IP commercialisation course-contents to the existing background knowledge of KE professionals’ and ‘direct usability of the taught IP commercialisation skills/knowledge in a University environment (instead of being trained to be an IP Expert or IP Lawyer)’.

Individuals in Research Support (RS) and Knowledge Exchange (KE) support roles can learn how to become effective IP Commercialisation Professionals within the University environment by attending this intensive 1-day course. This course intends to demystify the IP basics of how to support a research/commercialisation project from the aspects of both IP Management and IP Exploitation (by building upon existing skills/experience of an individual in research support and knowledge exchange roles).

A professional staff in a TTO or a relevant ‘research and knowledge exchange support office’ of a University is usually required to advise a researcher/academic on ‘what comprises background and foreground IPs in a research project or grant proposal’, ‘how to identify relevant market/customer segments appropriate for the research idea/IP from exploitation aspect’, ‘how to identify existing prior arts for the consideration of IP protection and competitors’, ‘what support activities may be needed from the initial idea disclosure till the end point of securing a licence or spinout formation’, ‘basics of contractual terms adopted in licensing and spinout agreements’, and ‘engaging potential licensees and investors relevant to the University IPs’.

What You’ll Learn From This Course

• Module-1: Beginning the journey of an IP Commercialisation Profession – Basics
• Module-2: Perfecting IP Commercialisation support for licensing/spinout outputs – Intermediate
• Module-3: Contract negotiation & Licensee/Investor engagement for licensing/spinout deals – Advanced

Certification

All attendees will be provided an acknowledgement certificate (PDF copy) of having completed the training course.

Duration

1 day [9:00-11:30 (Module-1), 12:00-14:30 (Module-2), 15:00-17:30 (Module-3)]

Curriculum:

Module-1: Beginning the journey of an IP Commercialisation Profession – Basics

·       Understanding IP Commercialisation among KE activities – Interpretations, Overlapping

·       Knowing measures of success – KEF, HEBCIS, KPIs, Commercialisation Readiness Map

·       Knowing IP formats and handling IP Protection mechanisms – IP Attorneys, IP Laws

·       IP Commercialisation lifecycle inside University – Invention disclosure to deal/exit, Tools

·       Knowing pre-existing research works – Prior Art Search, market landscape

·       Identifying target End-users – Customer Value Analysis, market ecosystem

Module-2: Perfecting IP Commercialisation support for licensing/spinout outputs – Intermediate

·       Understanding Technology/Product Life Cycle – Research/Innovation domain awareness

·       Identifying companies having similar/alternatives products – Industry landscape analysis

·       Knowing hurdles to secure licensing/spinout outputs – Exploitation timeline planning

·       Exploring external funding and advisory supports – Commercial shaping

·       Patent filing strategy & Office actions support – Cost & Impact optimisation

·       Support requirements for licensing/spinout outputs – Industry/Institution’s expectations

Module-3: Contract negotiation & Licensee/Investor engagement for licensing/spinout deals – Advanced

·       Awareness of overall Institutional objectives – All Service Offers on KE/Research

·       Knowing negotiation points and bottom-lines of parties – Deal Securing Plan

·       Specifics on Licensing & Option Agreement – Nuances on Critical clauses & Term-sheet

·       Usual agreements of spinout – Articles of Association, Shareholders Agreement, IP Licence, Facilities Leasing, Disclosure Letter, Convertible Loan, Consultancy, Employment, Letters of Appointment of Directors, Business Plan, Insurance Policies, Share Option Schemes, Company incorporation certificate

·       Specifics on Investor agreements – Term-sheet, Shareholding agreement, Share Subscription / Investment Agreement, Confidentiality, Due-diligence Documents