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Needs Assessment Guide How to prepare clear and comprehensive instructions for Dilanchian K now M anage L ead Contents What We Do 10 Positioning Statement 9 Negotiations 8 Business Mapping 7 Business Model 6 Value Chain 5 Process Map 4 Supporting Documents 3 Contracting Framework 2 Needs Assessment 1
1. Needs Assessment ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],This guide helps you to minimise time and costs and helps us improve results for you.
2. Contracting Framework If we are to prepare a contract for you, we need your plans.  Aspects of this framework are detailed in subsequent slides.   Exactly how will you make money or add value? Write down and test your business model. What is your company or organisation structure? Precisely how and what do you charge for your offering? What are the links between your assets, people and projects? What records have you prepared of the deal and negotiations? Record Management Contract Planning Documents Asset  Evaluation Asset Management Terms & Conditions Organisation’s Policy & Procedures Manuals   eg intellectual property policy , regulatory compliance policy, operations manuals The Deal The Contract Asset Organisation’s Plans  eg strategic plan, R&D plan, marketing plan, training plan, corporate plan, product plans The Contract  Transaction The Plan The Contract Asset Organisation’s Key Goals  eg as regards use of e-commerce, pricing policy, staff training, productivity, service levels Contract Management Feedback
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],In many transactions it is vital to prepare a set of non-legal  supporting  documents which define the product, service , technology,  system , franchise or other intellectual property asset .   The documents help in negotiations, deal making and the preparation of legal documents.  Without them, contract drafting and other legal work may fail to address practical, commercial, managerial issues as well as legal issues.  In complex projects, before legal drafting work begins, it is best to   prepare  a  project plan . 3. Supporting D ocuments  - Defining Products These supporting documents form the  foundation for  our efficient  legal  document preparation work for you .
Client Company IP Assets Registered trade mark No. 556789 “CareChair” Pending Mark No. 000 "CaringChair”  4. Process Map Illustrated here is an example of a Process Map. We use a Process Map to define a company or other organisation and its legally relevant processes, project or transaction.  The focus of a Process Map is on links, within and between processes, in the context of a particular project or business situation.  Practically speaking, it is a  picture of  your process  answering these questions :   Manufacturers They will make chairs Client Company Pty Ltd It will own the assets Joe Bloggs Inventor of the chair idea, “assisted” by Fred Nurk Suppliers They will supply chair parts to manufactures Customers They will buy online Currently a verbal agreement giving Joe Bloggs a share of the “profits” Retailers They will sell chairs Client Company will provide all marketing and advertising These “partners” will pay Client Company a royalty per chair they produce or sell  CareChair Process Map Future Contracts Needed ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],5. Workflow and Value Chain A  Value Chain  focuses  on refinement within and between the processes of a business to add value.  ORDER Receive order from  potential customer PROCESS Evaluate and process order DELIVER Deliver products and follow  up STEPS 6. Obtain required materials to fill order 7. Customise design for product if applicable 8. Confirm design with customer 9. Build product in accordance with company procedures 10. Supervisor check STEPS 11. Package and send product 12. Send invoice for outstanding balance with product 13. Obtain confirmation of receipt of product from customer 14. Send payment reminder notice, if applicable 15. Send feedback form 16. Add customer details to broadcast email list for marketing Send customer confirmation of order Check and test product in accordance with quality control procedures   Using it we can more easily identify and protect your liability and refine your processes and forms.
Have you defined your business model? It helps test visions and set directions to execute more efficiently.  According to  Richard Rosenbloom and Prof. Henry Chesbrough, t he functions of a business model are as follows: 6. Business Model ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Prof. Henry Chesbrough
A  mission statement  clarifies why your organisation exists and who it serves.  B y sharpening the following focal points to improve performance ,   a   positioning statement  further clarifies intensions  and your organisation’s message to its market : 7. Positioning Statement What is positioning ? “ Positioning ” is a marketing concept.  It is marketing communication shaping or influencing customer perceptions for an offering or organisation to occupy a clear, distinctive and desirable market position.  It helps market segmentation.  The concept is applied in this KML Key to  all business functions , as they are all involved in commercialisation, not just the marketing function. Positioning improves the opportunity for successful commercialisation.  Positioning provides a map for cross-functional integration and targeted or focused effort in all business processes.  Message to Stakeholders <Your Unique Selling Proposition> (Differentiation  – from competition) USP <Key benefit – value proposition> Value-add <Compelling reason to buy> Why <Your product/service offerings> What <Your target customers> Who
I mportant   D isclaimer This document is an overview for general guidance only.  It does not replace the need for advice on individual cases.  For specific advice your particular circumstances must be taken into account.  |  Copyright © Dilanchian 2001-2008 Liability limited under a scheme approved under Professional Standards Legislation Dilanchian  is a law firm of specialist lawyers and consultants with decades of experience in business law.  Use us to protect, register, contract, manage and commercialise your intellectual property and intellectual assets. Intellectual Property Law Business Law Intellectual Assets Management Entrepreneurship Support Your Needs Our Solutions

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noric dilanchian

  • 1. Needs Assessment Guide How to prepare clear and comprehensive instructions for Dilanchian K now M anage L ead Contents What We Do 10 Positioning Statement 9 Negotiations 8 Business Mapping 7 Business Model 6 Value Chain 5 Process Map 4 Supporting Documents 3 Contracting Framework 2 Needs Assessment 1
  • 2.
  • 3. 2. Contracting Framework If we are to prepare a contract for you, we need your plans. Aspects of this framework are detailed in subsequent slides. Exactly how will you make money or add value? Write down and test your business model. What is your company or organisation structure? Precisely how and what do you charge for your offering? What are the links between your assets, people and projects? What records have you prepared of the deal and negotiations? Record Management Contract Planning Documents Asset Evaluation Asset Management Terms & Conditions Organisation’s Policy & Procedures Manuals eg intellectual property policy , regulatory compliance policy, operations manuals The Deal The Contract Asset Organisation’s Plans eg strategic plan, R&D plan, marketing plan, training plan, corporate plan, product plans The Contract Transaction The Plan The Contract Asset Organisation’s Key Goals eg as regards use of e-commerce, pricing policy, staff training, productivity, service levels Contract Management Feedback
  • 4.
  • 5.
  • 6.
  • 7.
  • 8. A mission statement clarifies why your organisation exists and who it serves. B y sharpening the following focal points to improve performance , a positioning statement further clarifies intensions and your organisation’s message to its market : 7. Positioning Statement What is positioning ? “ Positioning ” is a marketing concept. It is marketing communication shaping or influencing customer perceptions for an offering or organisation to occupy a clear, distinctive and desirable market position. It helps market segmentation. The concept is applied in this KML Key to all business functions , as they are all involved in commercialisation, not just the marketing function. Positioning improves the opportunity for successful commercialisation. Positioning provides a map for cross-functional integration and targeted or focused effort in all business processes. Message to Stakeholders <Your Unique Selling Proposition> (Differentiation – from competition) USP <Key benefit – value proposition> Value-add <Compelling reason to buy> Why <Your product/service offerings> What <Your target customers> Who
  • 9. I mportant D isclaimer This document is an overview for general guidance only. It does not replace the need for advice on individual cases. For specific advice your particular circumstances must be taken into account. | Copyright © Dilanchian 2001-2008 Liability limited under a scheme approved under Professional Standards Legislation Dilanchian is a law firm of specialist lawyers and consultants with decades of experience in business law.  Use us to protect, register, contract, manage and commercialise your intellectual property and intellectual assets. Intellectual Property Law Business Law Intellectual Assets Management Entrepreneurship Support Your Needs Our Solutions