world intellectual property organization successful technology licensing (stl) training of trainers...
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World Intellectual Property Organization
Successful Technology Licensing (STL) Training of Trainers Program
March 28 to 31, 2006
Rio de Janeiro, Brazil
Topics• Why Technology Licensing is Important for
Developing Countries?• What is the Successful Technology Licensing (STL)
Training Program?• Successful Technology Licensing (STL) Guide - What
is the Philosophy and Structure?• STL Program Training Materials - Methodology and
Content • STL Deliverables• Follow-Up Activities - How to Provide Sustainable
Impact?
Why Technology Licensing is
Important for Developing Countries?• The means of technology transfer.• Offers “win - win” solutions.• Important part of IP strategy for local creation,
development and commercialization of intellectual property assets.
• Promotes research and business networks.• Can generate revenues and export income.
What is the Successful Technology Licensing (STL) Training Program?
• Program developed by the WIPO Secretariat as a response to the needs and requests from Member States.
• STL Guide and standardized training materials - model program, procedure, hypothetical stories, evaluation form and presentations.
• Methodology of the Program - combination of standardized modules and contributions customized to specific situations in different countries and regions.
• Objective - delivering practical and sustainable tool to Member States in developing licensing skills.
Successful Technology Licensing (STL) Guide - What is the Philosophy and Structure?
Successful
Technology
Licensing
Successful Technology Licensing (STL) Guide - What is the Philosophy and Structure?
• Make licensing an accessible tool for technology transfer and business in developing countries.
• Broaden the scope of users - not only lawyers but researchers, business people, SMEs.
• Provide solid base for practical application of IP and licensing knowledge acquired.
• Ultimate goal - Support developing countries to become partners in the world’s technology transfer market by using their own IP assets and licensing skills.
Successful Technology Licensing (STL) Guide - What is the Philosophy and Structure?
Structure• I Introduction • II Preparation for Negotiation• III Key Terms• IV Conducting the Negotiation• V Using the Signed Agreement• Appendix
Successful Technology Licensing (STL) Guide - What is the Philosophy and Structure?
• Simplification Ease of use
• Standardization Common vocabulary
• Sustainability Repeatable
• Scalability Customizable
STL Program Training Materials - Methodology and Content
Content
• Program Model
• Procedure
• Model of Hypothetical Stories
• STL Power Point Presentations
• Evaluation form
• Test and Certificate
STL Program Training Materials - Methodology and Content
Training procedure• Training lasts four days, with possibility to be prolonged one
day for drafting exercise.
• The procedure contains the following phases:
• Introduction to the Basics
• The Key Terms and Negotiation of the Agreement
• Preparation for the Licensing Negotiation
• Licensing Negotiation
• Drafting a Licensing Agreement
• Strategic Overview and Follow up Activities
STL Program Training Materials
Procedure - Objectives To introduce the basics about preconditions and
overall situation in which licensing occurs; To explain the fundamental notions of the licensing
philosophy and ways it should be used in business; To offer specific knowledge on key terms, To explain the mechanics of negotiation; To give an opportunity to the participants to apply
knowledge acquired in a practical exercise.
STLProgramTarget Audience• Select audience (VERY IMPORTANT)• Scientific and academic institutions (creators of
new technologies)• Public/private sector enterprises (creators, users
and commercializers of new technologies).• To obtain the best and long term results:
• the participants should in a position to practically utilise the knowledge acquired,
• to develop it through their own experience, and• ultimately to be capable to transmit it to other,
national or regional interested parties.
STL Program Training Materials - Methodology and Content
Hypothetical Stories• The models are hypothetical stories which can be adapted
to the needs of the particular training program and customized in the line with the culture of the country or the region where training is to be organized.
• The names of the story actors initials can be changed to correspond to local names, to help the participants to better identify with the roles they will have in the negotiation
exercise.
STL Program Training Materials - Presentations
1
Successful Technology LicensingChapter I: Introduction
1
Successful Technology LicensingChapter II: Preparation for Negotiation
1
Successful Technology LicensingChapter III: Key Terms
Clusters 1 and 2 Successful Technology LicensingChapter III: Key Terms
Financial Arrangements, Future Developments,Warranties, Service and Support
1
Successful Technology LicensingChapters IV: Conducting the Negotiation
and V: Using the Signed AgreementDrafting Licensing Clauses
STL Program Training Materials - Methodology and Content
Evaluation Form
Test of learning
Certificate
STL Deliverables
I. To train participants who can:
• Appreciate the fundamental notions of the “licensing philosophy”
• Acquire the necessary level of knowledge in order to:
·Identify potential business opportunities and risks in particular licensing agreements
·Make sound licensing decisions
·Successfully participate in a licensing negotiation
II. To develop a licensing community.
THANK YOU
Cynthia Cannady
Director
IP and New Technologies Division
World Intellectual Property Organization
Geneva, Switzerlandemail: [email protected]