Provided by the European Union
CASIP-SMEs project
Activity 5: PILOT ACTION
General Overview
Mr Roberto Sandrini –
Project Manager
1
A project implemented by the Chamber of Commerce of Venice
This project is funded by the European Union
CASIP-SMEs Project
CONTENTS
1 – Definitions and general overview from Application Form
2 – Services to be implemented
3 – Methodology for the implementation of local Pilot
Actions
4 – Resources for the development of Pilot Actions
2
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
1 – Definitions and general overview from Application Form
OBJECTIVE OF PILOT ACTIONS
To test Innovative Services and check their usefulness for the target
users (entrepreneurs or enterprises; local operators, etc).
Pilot actions will consist of actions directly addressed to the target
users of the services selected.
They action will be developed according to the methodology of the
services selected.
3
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
2 – Services to be implemented
Pilot Actions will be implemented by testing at least 2 innovative services in
the local territory
1.
Trademarks and IPR
2.
Franchising
3.
Coaching and support for the best commercially exploitable invention
4.
Open IP consultation days
5.
IP and Innovation Emergency Response
All tools to support the provision of the services will be available and
downloadable from the CASIP-SMEs project website and they will be mainly
available in Russian language
4
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
2 – Services to be implemented
PRELIMINARY NOTE:
According to the Baseline Study analysis produced under action 3 of
the project, the 5 services hereunder listed are to be intended as “short
term services”, which can be implemented with the resources given by
the project.
Long Term services will be considered when developing the local
sustainability plans together with the Associates.
5
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
2 – Services to be implemented
PRELIMINARY TOOL
AIDA LIGHT ONLINE QUESTIONNAIRE:
How to evaluate your level of knowledge and practice on IP Rights
Self assessment questionnaire, designed for enterprises, to auto-evaluate their level on Intellectual
Property practices (patents, copyrights, trademarks, designs, know-how, trade secrets) on the AIDA
scale.
HOW IT WORKS:
Online questionnaire with 36 questions, (it will be available in English and Russian)
The AIDA light online questionnaire is used :
1. To evaluate and visualize the level of IP-awareness of an SME in a simple way.
2. To enable a possibility of direct contact with the AIDA light provider (National IP Office,
intermediary…).
The tool material is composed of:
• Tool description, dedicated to IT specialists, explaining how to install the questionnaire
(Guide_implement_AIDA_light_v1.0.pdf)
•Technical documents to install the AIDA light questionnaire (“aida_questionnaire_setup “).
Materials are available upon request after signing a free license agreement with CRP Henri Tudor
www.tudor.lu
6
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
2 – Services to be implemented
N°1: TRADEMARKS AND IPR:
How to improve marketing and uniqueness of
your company
OR
How to improve your advertising and out-reach
to customers via IPR
The aim of this service is to introduce the value
of IPR for marketing purposes to SMEs and
demonstrating uniqueness to customers.
Foremost, this service addresses the use of
trademarks for branding purposes, but later on
should introduce also copyrights, patents and
designs for marketing usage
SERVICE METHODOLOGY
There are three options
a)Integrate this service during a
marketing introductory course
b)Plan a training course (2-3 half
days, class-room style)
c)Provide material for downloading
from web-site
d)Introduction of a training course
session in a seminar
7
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
N°1: TRADEMARKS AND IPR:
How to improve marketing and uniqueness of your company
OR
How to improve your advertising and out-reach to customers via IPR
PROPOSED TOOLS
METHODOLOGY:
•Guidelines for the organization of Seminars for Service 1 on Trademark (provided by TUDOR and
available in English and in Russian)
•Guideline to support the provision of the services and for consulting (available in Russian)
GUIDELINES, BOOKLETS AND PRESENTATIONS
•Material on Trademark (from the dedicated webinar session organized by TUDOR)
•Existing material on the issue edited/translated by the CA countries
•Dedicated information on “Geographical Origin and Trademarks” (to be elaborated starting from
WIPO materials and translated into Russian)
•“Making a Mark” – booklet on Trademark for SMEs (available in English and Russian)
•“Branding and IP” – how to develop a business strategy starting from trademark (WIPO – to be
translated into Russian)
•IP-PANORAMA – dedicated Chapters
•Trade Marks for branding of goods and services (UKPO – ask for permission)
CASE STUDIES:
• WIPO IP Advantage Database
•Case studies and examples from the regions and partners involved in the CASIP-SMEs project
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CASIP-SMEs Project
2 – Services to be implemented
N°2: FRANCHISING:
Making money by applying and licensing a well
standardized business concept
SERVICE METHODOLOGY
There are three options
a)Integrate this service during a
franchise business course with the
participation of investors. The
course should cover selected fields
The aim of the service is to introduce and
(food-textile-etc)
popularise the concept of franchising in CA b)Plan a training course (6-8 half
countries (most specifically, in the restaurant
days, class-room style)
and food sectors and/or the textile sector)
c)Provide material for downloading
from web-site
d)Introduction of a training course
session in a seminar
9
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
N°2: FRANCHISING:
Making money by applying and licensing a well standardized business concept
PROPOSED TOOLS
METHODOLOGY:
• Guidelines for the organization of Seminars for Service 2 on Franchising (provided by TUDOR
and available in English and in Russian)
• Guideline to support the provision of the services and for consulting (available in Russian)
GUIDELINES, BOOKLETS, PRESENTATIONS
• Materials developed for the dedicated CASIP-SMEs webinar (Russian and English available)
• Franchising, Technology Transfer, Licensign (WIPO presentation – English) – Licensing Booklet
(UK NPO publication – English)
• Agreeing a Price for Intellectual Property Rights (UK NPO – English)
• Successful Technology Licensing (WIPO publication – English)
• IP-PANORAMA – Dedicated Chapter
• How to franchise guide 1 and 2 (from http://www.franchising.com/howtofranchiseguide/)
• Guideline on franchising produced by the Chamber of Commerce of Uzbekistan
CASE STUDIES
Selection from WIPO IP Advantage Database
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CASIP-SMEs Project
2 – Services to be implemented
N°3: COACHING AND TAILORED
SUPPORT
SERVICE METHODOLOGY
For the best commercially exploitable invention
The aim of this service is to provide SMEs and
possible future entrepreneurs with a commercially
promising invention with the best possible tailored
support and coaching for the commercialisation of the
invention. The service could use existing inventor
competitions as one means of identifying select
SMEs/future entrepreneurs for support activities
Several Options:
a. Start from an existing National/Local
Inventors Competition and support the
commercialisation of the most
promising inventions
b. Organize a brand new competition and
provide assistance to the
winner/winners
c. Support existing competitions with
dedicated tutorial assistance to promote
business and IP commercialisation
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A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
N°3: COACHING AND TAILORED SUPPORT
FOR THE BEST COMMERCIALLY EXPLOITABLE INVENTION
PROPOSED TOOLS
Methodology
•Guidelines for the organization of an Award Event (provided by TUDOR and available in English
and in Russian)
• Guideline to support the provision of the services and for consulting (available in Russian)
• Guideline and materials on how to develop an interview with SME (IP interview)
• AIDA online questionnaire
Guidelines, Booklets, Presentations
•Toolkit from CTI Start-Up programme
•Turning Invention into money: http://inventors.about.com/od/businessplans/a/business_plan.htm
•(select some tools and information from there – ask for permission)
•Turn your idea into a success story: http://www.bl.uk/bipc/workevents/pppinven.html
•Inventing – Essential Guide for Inventors (British Library and St. Pancras IP Centre) Lambert
toolkit (contract framework to exploit ideas): http://www.ipo.gov.uk/lambert
•UZBEK guideline about IP Valuation Standard (ask Uzbek Partners)
•MIT Inventors support guideline: http://web.mit.edu/invent/h-main.html
Case studies
•CZECH case (see the baseline study)
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CASIP-SMEs Project
2 – Services to be implemented
N°4: OPEN IP CONSULTATION DAYS:
SERVICE METHODOLOGY
• Identification of the
experts/attorneys/from NPO to be
involved (for free?) (IP
professionals could be considered)
The aim of Open IP consultation days is that • Organization of periodical
consultation session for SMEs (on
SMEs can obtain a first for-free advice from IP
professionals on IP-related problems (and/or
selected IP topic)
opportunities that can arise from IP).
• Promotion of the Periodical
Consultation through media means
• Time for Q&A session
• Evaluation of results/Customer
satisfaction
13
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
N°4: OPEN IP CONSULTATION DAYS
PROPOSED TOOLS
Methodology
•Guidelines for the organization of an Open Consultation Day (provided by TUDOR and available
in English and in Russian)
•Guideline to support the provision of the services and for consulting (available in Russian)
•Guideline and materials on how to develop an interview with SME (IP interview)
• AIDA online questionnaire
Guidelines, Booklets, Presentations
During the consultation days, materials developed with others services on selected topic can be
used and circulated by the IP experts among SMEs
Case studies
-Open Consultation Days in Austria
-Open Consultation Days in Germany
-Open Consultation Days in Chamber of Commerce of Verona
14
CASIP-SMEs Project
2 – Services to be implemented
N°5: IP and Innovation Emergency
Response
SERVICE METHODOLOGY
Training for service provider / multipliers
The goal of the service is to enable a multiplier
effect: Staff from business intermediary
operators, private consultants etc. should have
sufficient IP knowledge to offer first advice on
IP issues and opportunities and refer more
complicated problems to IP professionals.
a. To define the target of reference
(operators from Chamber)
b. To assess level of knowledge among
potential operators to be involved
c. To define training courses (topics,
timing, etc)
d. To define the group of experts to train
the trainers
e. To define evaluation criteria and
possible traceability of trainees
15
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
2 – Services to be implemented
N°5: IP and Innovation Emergency Response
Training for service provider / multipliers
PROPOSED TOOLS
Methodology
• Guideline for the implementation of service n° 5
• Guideline and materials on how to develop an interview with SME (IP interview)
• AIDA online questionnaire
Guidelines, Booklets, Presentations
•Adaptation of IP4INNO programme and tools to the Central Asia environment.
www.ip4inno.eu
•Training courses from IPRforSEE Project
•Training courses from IP-SMEs Project
•Others training courses available
•Materials coming from National Existing IP Training Courses (to be identified – Kazakhstan and
Uzbekistan mainly)
16
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
2 – Services to be implemented
SERVICE
Republic of
Kazakhstan
Republic of
Uzbekistan
Trademarks and IPR
X
Franchising
X
Coaching and tailored
support for invention
Kyrgyz
Republic
Republic of
Tajikistan
X
X
Open IP consultation
day
X
IP and Innovation
Emergency Response
Training
X
X
X
17
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
3 – Methodology for the implementation of local pilot
action
According to the services chosen and to the needs of the local enterprises,
each Partner will elaborate its own pilot action plan
OBLIGATION OF THE PARTNERS
1.
Drafting of a plan which describes the steps for the implementation of pilot actions
2.
Use of materials and knowledge developed in activity 4 (see table with link between
services to be tested and training courses implemented with ACTION4)
3.
Involve the target addressed directly (SMEs or operators) with testing the services
selected
18
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
3 – Methodology for the implementation of local pilot
action
TO ELABORATE THE PILOT ACTION PLAN PLAN:
 Team of technicians/operators in charge for implementation and
its local coordination;
 Industrial sectors and foreseen number of SMEs to be involved
 Methodology to provide the service (adapted considering the
national needs)
 Communication means and strategy for the promotion of services
 Timetable for the implementation, including realistic deadlines
 Deliverables
19
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
3 – Methodology for the implementation of local pilot
action
PILOT ACTION INDICATORS:
INDICATOR
FORESEEN N°
Number of SMEs selected to join the pilot action
Minimum 20
Workshop foreseen during pilot action implementation
Minimum 2 for each
service
Communication means used for the promotion of pilot
actions
2 press conferences
2 article on newspaper
Leaflet n.2
News on the CASIP-SMEs
website
20
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
3 – Methodology for the implementation of local pilot
action
DEADLINES
ACTIVITY
Drafting of Operative plan for the
implementation of pilot Action
DEADLINE
31st August 2012
Starting date of Pilot Action implementation 15th September 2012
Pilot Action Mid Term Report
30th November 2012
Pilot Action Final Report
1st March 2013
End of Pilot Action Implementation
28th February 2013
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A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
4 – Resources for the development of Pilot Actions
Every Central Asian PPs will have the possibility to use the following resources for
Pilot Actions development:
Supply for Meeting Organization
€ 1.500,00
Per Diem in your country (linked to meeting organization)
€ 1.500,00
Brochure Printing in CA Countries
€
Print and Diffusion of Pilot Actions Promotional Materials and Tools
€ 2.500,00
Dedicated internal staff (different amount between CA Project
Partners)
Variable
TOTAL:
600,00
€ 6.100,00
22
A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union
CASIP-SMEs Project
Thanks for your kind attention!
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A project implemented by the Chamber of Commerce of
Venice
This project is funded by the European
Union