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Sixth annual WIPO Forum on intellectual propertyand small and medium-sized enterprises

for Intellectual Property Offices and other relevant institutions

in OECD countries

SWANTraining program on IP exploitation

Cardiff10th September 2008

Alessandro Favalli -Zernike Group

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Who are we?

private enterprise

main offices in the Netherlands

1983 - the founders take part in the set-up of

Zernike Science Park (public), the first in the

NL

1987 -managers of Zernike Science Park

1992 - foundation of Zernike Group

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Our organisation

Zernike Business

Development

Zernike Sales & Marketing

Zernike Fund Management

Zernike Ventures

Zernike International

•Argentina•Australia•China•Finland•Germany•Italy•Portugal•Rumania•Spain•UK•USA

Zernike Group Holding

Zernike Science & Technology

Park Management

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Areas of activity

•science & tech. parks / incubators

•early stages funding

•technology commercialization

•consulting

Innovation /new business dev. / entrepreneurship:

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Facilities managed by Zernike Group

The Amsterdam Science Park

BioPartner Centre

Amsterdam

Regional Technology Centre IJmond

ZSPIDEA Centres

BV

Twinning Centre Amsterdam

Technology Park Western

Australia

Brisbane Technology

Park, Australia

Normanby IDEA Centre, UK

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Funds managed by Zernike Ventures

Fund Field Year € Millions Ingenium -Venture Capital for small and medium size companies in E. Romagna, with META Group - Italy

Innovation in general

2005 15

Biopartner Start-up Ventures – Netherlands Life Science 2000 10.5 Z-Finance – Netherlands

Innovation 2000 4.5

ZIF Zuid-Hollands Investeringsfonds - Netherlands Innovation in general

2001 9

Innovation Fund Den Helder (Step) - Netherlands Innovation in general

2001 3,5

HT Ventures - Netherlands

MBI/ MBO 1999 7.5

ROF Regionaal Ondernemingsfonds- Netherlands General 1997 2.27 SIMKBIJ (IJmond Innovation) - Netherlands

General 1997 2.27

STIF (Seaside) – Netherlands

Innovation 2003 4,0

TIFAN - Netherlands

General 1995 9

Zernike Seed Fund - international Biotechnology & ICT

1992 6.8

St. Garantiefonds Rabobank Nederland – Netherlands

General 2001 app.100

EiR - Australia

ICT 2000 5

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Some consulting projects

Master Plan of a private technology park in Johor - MalaysiaTA to the City of Knowledge - Panama

Feasib. studies for the set-up of science parks - Netherlands, Iran, Bahrein

Feas. studies of early stages funds - Estonia, Netherlands, Slovak Rep., Italy

World Bank - Infodev - The role of private sector finance

SUMMIT - incubation managers trainingViPiA - entrepreneurs’ training - incubation readiness

SeedTrans - seed fund managers trainingSWAN - international IP exploitation manag. training

Thessaloniki Innovation Zone - GreeceRegional Innovation Strategy - Netherlands, Italy, Germany, Estonia

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Experience in technology & IP valorisation

exploitation of University IP -> Patenting & Licensing Bureau

(RUG)

management of third parties’ seed funds & own investment in innovative businesses

-> Zernike Fund Management / Zernike Ventures

commercialization of technology (from IP to product)

-> Zernike Sales and Marketing

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SWAN - Training for IP exploitation managers

Short story

ZG international player, well known in the

networks of STP and innovation experts.

frequently asked to provide targeted training

sessions (stages, visiting delegations) to

tell/teach what we are doing, in the fields of:

seed funding management

technology commercialisation

facility management

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Knowledge transfer

ZG staff and executives have been organising

sessions to:

host stagers for on the job training,

give training workshops to visitors

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Knowledge capitalisation

relevant teaching materials have been

accumulated

gained experience in training

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Systematisation

explicit demand for training+elements to satisfy it+EU financial contribution for new developments

=new products!

incubation managers training (SUMMIT)incubation readiness training for entr. (ViPiA)

seed fund managers training (SeedTrans)

international IP exploitation manager training (SWAN)

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SWAN - objective

transfer knowledge & information and enable

player:

to identify relevant issues in due time

involve technical experts when

necessary

manage the process

cultural awareness

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SWAN - external support

international partners: ZERNIKE GROUP HOLDING BV (NL) (Contractor )FIRST ELEMENTS EUROCONSULTANTS (CY)UNIVERSITY OF TARTU (EE)FOUNDATION SOPHIA ANTIPOLIS (FR)META GROUP (IT)FOUNDATION VENTSPILS HIGH TECHNOLOGY PARK (LV)INTERNATIONAL UNIVERSITY OF ENTREPRENEURSHIP (NL)YTKO LIMITED (UK)

EU funding with Leonardo da Vinci program

discussion undergoing to link SWAN (mainly class) to IP Panorama / WIPO (distance learning)

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SWAN - phases

Work phases:

Market Research, identification of target group, needs assessmentDesign of the training material and training modules Interactive components and training e-learning platform Pilot testing, evaluation and improvement Disseminations and Valorisation

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SWAN - target group

intermediaries:

STP / incubators managers

industrial liaison offices

chambers of commerce

BICs Business Innovation Centers

business advisors / consultants

university administration staff

small & medium size enterprises (SMEs)

public administration involved in innovation

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A - WIPO IP Panorama (distance

learning)

Introduction to better use the SWAN training

material and establish a common knowledge

basis amongst trainees.

 

B - SWAN training course (class + e-

learning support)

1 - Introduction to IPRs system and business

use of intangible assets

2 - Strategic use of intangible assets

SWAN - outline

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1 - Introduction to IPRs system and business use

of intangible assets:

What are IPRs

Why IPRs are important

Types of IPR:

Trade Secrets

Patents & Utility Models

Trademarks

Industrial design

Copyright

SWAN - outline

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Strategies for IP registration

IP roadmap

databases search

IP application

Structure of the application

Timeframe

costs

external consultancy

Exercises

SWAN - outline

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SWAN - outline

2 - Strategic use of Intangible assets:

Strategies for IP valorisation - Introduction

IP serving entrepreneurship:

general view of the IPRs system

strategies for IP management

how to successfully exploit intangibles

(francising, licencing)

 2.1 - Contractual Aspects

 2.2 - R&D portfolio management

 2.3 – IP to access capital market

 2.4. - Market aspects

Preliminary search

IP evaluation & commercialization

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ZG training programs

in-house knowledge gained from practice

codification + integration of theory + training design tool (with external expertise)

practice oriented training modules

topics are directly related to “doing the job”training content delivery: mix class & e-learning

consulting support when students are faced with real life cases, at course ended

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The end

Questions?

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Thank you for your attention

Alessandro Favalli

Zernike GroupZernikepark 12NL - 9747 AN GroningenTel. +31.50.750 20 00Fax +31.50.750 20 08e-mail: a.favalli@zernikegroup.com

Good bye