Evaluation of Transfer Projects                              FITT– Fostering Interregional Exchange in ICT Technology Tran...
The context46% of resources are allocated to the conception, development  and launch of products which will never reach th...
Evaluation of Transfer Projects• Need for a first assessment of the disclosed  inventions on:     technical & commercial ...
ObjectivesIn the context of public R&D, this first-level assessment has the following   objectives:     • To provide a fir...
Elements of the process• Methodology for evaluation (criteria, process…)• Stakeholders (technology transfer officers, jury...
Practices available in the toolboxIDENTIFICATION OF TRANSFER OPPORTUNITIES           CREATION OF                          ...
Quick assessment tool for business ideas                        (NABC)• Easy framework to quickly analyse and develop valu...
Evaluation criteria• Review of evaluation criteria used in research organisations to assess  technology transfer projects•...
Technology transfer follow-up committee (1)• INRIA has set up a Technology Transfer Follow-up Committee to supervise all t...
Pros & Cons                       PROs                                                        CONs    •   Early evaluation...
Suggested Readings  Link to code book Assessment, criteria, detection, inventor, (transfer) opportunity  Link to relevan...
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FITT Toolbox: Evaluation of Transfer Projects

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When the deal flow from the laboratories to the technology transfer office (TTO) is optimal, technology transfer officers are susceptible to receive many inventions with commercial interest. A lot of early-stage inventions require substantial human and financial resources to be developed into marketable products. In order to establish whether or not the resources of the TTO should be spent to seek a commercial exploitation, a first-stage evaluation is often performed shortly after an invention has been identified. The complex decision process that technology transfer officers go through in this regard is introduced below.

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FITT Toolbox: Evaluation of Transfer Projects

  1. 1. Evaluation of Transfer Projects FITT– Fostering Interregional Exchange in ICT Technology Transfer – www.FITT-for-Innovation.euExcept where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
  2. 2. The context46% of resources are allocated to the conception, development and launch of products which will never reach the market or fail after the release. Robert G. Cooper, 2000, Ivey Business Journal How to reduce the risk of spending time, money and efforts of technology transfer officers on non- valuable projects?2 March 2011 Evaluation of Transfer Projects
  3. 3. Evaluation of Transfer Projects• Need for a first assessment of the disclosed inventions on:  technical & commercial potential  the interest of the research organisation to Credit: Microsoft Office allocate resources to the transfer• Necessity to be quick and simple. To be followed by a more in-depth analysis later.• Always performed internally whereas further investigation for protection/exploitation of the invention can be outsourced (patent attorney, marketing studies...)3 March 2011 Evaluation of Transfer Projects
  4. 4. ObjectivesIn the context of public R&D, this first-level assessment has the following objectives: • To provide a first view on the possibility of transferring the research results, making the best use of all kind of transfer • “Return on research” i.e. financial returns that will reinforce the research capacity • Responsibility to ensure the dissemination of the research outputs in order to optimize their socio-economic impact (including employment creation) aside from a strictly financial, return-on-investment perspective • Given the transversal nature of ICT, commitment to a broad perspective and to consider all possible fields of applications in order to ensure the widest possible dissemination 4 March 2011 Evaluation of Transfer Projects
  5. 5. Elements of the process• Methodology for evaluation (criteria, process…)• Stakeholders (technology transfer officers, jury, external experts, researchers...)• Outcome of the assessment (internal procedure for follow-up of the projects, guidance for inventors)5 March 2011 Evaluation of Transfer Projects
  6. 6. Practices available in the toolboxIDENTIFICATION OF TRANSFER OPPORTUNITIES CREATION OF DETECTION & TRANSFER MONITORING AWARENESS • Quick assessment tool for business ideas (NABC) EVALUATION • Evaluation criteria • Technology transfer follow-up committee6 March 2011 Evaluation of Transfer Projects
  7. 7. Quick assessment tool for business ideas (NABC)• Easy framework to quickly analyse and develop value propositions for projects targeting a transfer: N Customer/Market Needs A Compelling Approach B Customer Benefits/cost C Worldwide Competition• Useful for researchers: support them into making a pitchy Value Proposition showing their distinctive advantage• Useful for technology transfer officers : support them into structuring ‘wild’ business ideas and easy framework for dissemination and creation of transfer awareness7 March 2011 Evaluation of Transfer Projects
  8. 8. Evaluation criteria• Review of evaluation criteria used in research organisations to assess technology transfer projects• Focus on a set of criteria for maturation projects & their condition of use Pre-incubation Incubation entry eval Early-stage eval entry eval Development Proof-of-concept Market Research8 March 2011 Evaluation of Transfer Projects
  9. 9. Technology transfer follow-up committee (1)• INRIA has set up a Technology Transfer Follow-up Committee to supervise all the transfer operations conducted in the organisation and provide guidelines as well as a clear process for researchers• This committee is in charge of:  Startup creation projects  Industrial partnerships with transfer of assets (license or assignment)  Industrial partnerships with transfer of competences (expertise)  Participation to standardisation actions within a transfer action  An open source diffusion of an important code base• The practice will provide information regarding it composition, functioning and first results9 March 2011 Evaluation of Transfer Projects
  10. 10. Pros & Cons PROs CONs • Early evaluation allows the • Difficult to choose the experts, who establishment of a real transfer strategy must be legitimate to “kill” the projects in case of go/no go decisions. • Increased formalization of the process leads to the diminution of “oral • Risk of excessive formalisation of tradition”, more transparency. the process. Some flexibility should remain, to support great, “out of scope” • More visibility for the projects that projects. go through the first-level assessment. Even if the result of the assessment is negative, the TT officers/ experts of the jury are aware of it, leading to possible re-orientation or developments of the project in the future.10 March 2011 Evaluation of Transfer Projects
  11. 11. Suggested Readings  Link to code book Assessment, criteria, detection, inventor, (transfer) opportunity  Link to relevant websites11 March 2011 Evaluation of Transfer Projects

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