Proposed Contents for the Technology Commercialization for Administrators
Program (TCAP)
Month 1 (August)
Wednesday 29: Introductory Session (Session 1) Carlos Ross and Marco Muñoz:
9AM-1PM
1. Introduction to the program, expected deliverables
2. Introduction to trainers
3. Creating a culture of continuous innovation, current status in Mexico, problems and
opportunities faced
4. Using basic research as sources for commercialization
Wednesday 29: Introduction to the Technology Transfer Office (Session 2) Marco Bravo and Heath
Naquin:
2PM-6PM
1.
2.
3.
4.
Introduction to the Technology Transfer Office (TTO): Mission and Vision for Administrators
Organizational strategies for TTO offices
TTO Basic Functions and Metrics
Structural strategies for inventions, patents and license databases
Thursday 30: Basics of Technology Transfer Office Activities (Session 3) Heath Naquin:
9AM-1PM
1.
2.
3.
4.
5.
Faculty relations and the invention disclosure process
Invention evaluation
Defining a technology’s market: potential market, structure, size, interest
Characterizing your competition: technologies, companies, inventors, ideas
Deriving an intellectual property strategy
Thursday 30: Innovation Readiness (IR) Training Series (Session 4) Dr. Donna Kidwell and Barbara
Springer:
2PM-6PM
1.
2.
3.
4.
Introduction to the IR series, sessions, approach, homework, etc.
Determining your technologies true features and benefits
Describing your technology for deep understanding
Active Learning Exercise (ALE): IR Homework assignment
Friday 31: Innovation Readiness Series continued (Session 5) Donna Kidwell and Barbara Springer:
9AM-1PM
1.
2.
3.
4.
Review of homework deliverables
Accessing market fit knowledge and competition
Communicating value propositions in international marketplaces
ALE: Discussion of homework assignments
Friday 31: Intellectual Property Basics (Session 6) Marco Muñoz and Marco Bravo:
2PM-6PM
1.
2.
3.
4.
5.
6.
Understanding the nature of intellectual property
Identifying the characteristics of copyrights and its infringement
Understanding the nature of trademarks and brands and their infringement
Characterizing Trade Secrets/Know How and manner of protection
Introduction to the patenting process
ALE: Practicing intellectual property understanding
Month 2 (September)
Wednesday 26: Innovation Readiness (IR) Working Session (Session 7) Gregory Pogue, Heath Naquin
and Rosemary French:
9AM-1PM
1. Feedback from IR experience
2. Integration of the IR experience into the technology transfer office (TTO) innovation
management process
3. Active Learning Exercise (ALE): Measure the change – Comparison of original technology
descriptions and the IR outputs from the seven selected technologies/teams
4. Integration of IR process and outputs into innovator outreach and commercialization partner
outreach
Wednesday 26: Communicating a Technology Value Proposition in an International Setting (Session 8)
Heath Naquin and Rosemary French:
2PM-6PM
1. Review of the TTO innovation management system: faculty outreach, disclosure management
process, intellectual property strategy determination, and commercial partner outreach
2. ALE: application of concepts to individual institution TTO
3. Commercialization outreach
4. Transforming IR outputs into a 10 min Elevator Pitch
5. Assignment of Elevator Pitch homework
Thursday 27: Entrepreneurial Marketing (Session 9) Gregory Pogue:
9AM-1PM
1.
2.
3.
4.
Basics of Entrepreneurial Marketing
Segmentation, targeting and positioning (STP)
Marketing to business development strategy
ALE: Developing your own STP analysis and linking with Elevator Pitch
Thursday 27: Creating a Commercialization Roadmap (Session 10) Gregory Pogue:
2PM-6PM
1.
2.
3.
4.
Commercialization Roadmapping with case study examples
Execution, co-innovation and product adoption risks with case study examples
Special challenges for researchers
ALE: Building a Commercialization Roadmap
Friday 28: The Basics of Technology Development Funding and Business Deals (Session 11) Marco Munoz
and Rosemary French:
9AM-1PM
1.
2.
3.
4.
5.
Identifying technology funding vehicles
Basic R&D collaboration deal strategies and structures
Basic technology licensing deal strategies and structures
Basic business negotiation techniques
ALE: Negotiation
Friday 28: Technology Outreach and Wrap Up Session (Session 12) Gregory Pogue, Carlos Ross and
Marco Munoz:
2PM-6PM
1.
2.
3.
4.
ALE: Presentations of Elevator Pitches
ALE: Group discussion of pitches
Questions and Answers surrounding TCAP materials, innovation management and TTO programs
Recognitions and presentation of Completion Certificates