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: cynthia.cannady@wipo.int