Day One: Strategy

• The logic of OI

• Why OI is relevant – more than leveraging resources

• The challenge of OI – why some firms are reluctant to be open

• Context and key lessons from major OI efforts

• Forms of OI (alliances, licensing in and out, spin-offs)

• Guidelines for selecting the right approach

• Institutionalizing OI – integrating OI with your overall technology strategy

• Organizational issues

IP Strategy Associated with Open Innovation (Paul Germeraad)

• Tying your organization’s technology and IP strategy with corporate strategy and vision
  Exercise: What IP is available in a new product offering?

• IP strategy –what is a good one versus a bad one, how do you know?
  How IP strategy fits into business maturity model

• Assess OI business risk associated with various IP landscapes

• IP management in the brave new world of open innovation - Utilize Use Map, Product Matrix, Value Maps

• IP-centered business design –

• IP in different regions of the world

Day Two: Implementation

• Project management in an OI context

• Challenges to traditional stage gate project management systems

• Managing people – setting expectations and overcoming resistance

• Sourcing and target techniques (including using IP to find others)

• Three critical steps for turning general needs into specific opportunities

• A framework for structuring effective alliances

• Structuring orphan and strategic spin-offs

• Steps in spinning out a viable independent entity

• Tapping your company’s internally created and externally acquired IP

• Revisit of Use Map, Product Matrix, Value Maps (with case study)

Guest Speaker:
Astrid R. Spain, Partner, McDermott Will & Emery LLP

• Creation and Recognition of IP Assets

  • Capture knowledge & insight and make proprietary

• Value Extraction

  • exclude others

  • permit others

  • destroy or limit monopolies

• Risk Management

  • attain freedom to operate, practice, use

  • develop actionable competitive intelligence

• Business and IP strategies in lockstep

• Monitor and mine company technology

• Select innovative technologies for IP protection

• Patent mining and analysis, looking for white space opportunities

• Use of White Space Maps

• Use of “design around sessions” to strategically patent ideas and technologies

• Finding and qualifying the best potential partners/sources

• Nutraceuticals case study

• Structuring agreements

• Costs of IP ownership and SWOT

• Decide when to buy, sell, license, spin out, share – or keep – IP

• Create and manage a robust IP portfolio

• Use of Claims Maps and software concept engines