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Technology transfer canvas. Plan the technology transfer process
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1. Technology Transfer Canvas
Designed for: Designed by: Date: Version:
thetransferinstitute.com
THE
TRANSFER
INSTITUTEc s a r b
Create value for innovation
Innovation and
Excellence
Market the opportunity Materialize the partnership
Visibility and
attraction
Corporate
organization
1. Identification
2. Assessment
3. Protection
4. Validation
5. Maturation
6. Engaging
7. Contracting
9. Monitoring
8. Implementation
S I N C E 2 0 0 9
Response to
challenges
Innovation
ecosystem
Legal
framework
Accelerators
ofthetechnologytransferprocess
Steps
ofthetechnologytransferprocess
Does the organization have a corporate culture to
foster both internal and external innovation? Does
the organization excel in generating science and
technology based knowledge?
Does the organization respond to today´s
local/global challenges with science, technology and
innovation?
Is the organization a reference in science, technology
and innovation to the target industry/sector? Does
the organization have a reputation to attract
companies and institutions (e.g. brand, leadership,
internationalization…)?
Does the organization belong to a local/global
innovation ecosystem (e.g. demand for knowledge,
venture capital, dynamism and collaboration…)?
Does the organization have a well-defined strategy
and policy on aspects that influence technology
transfer? Does the organization have process,
procedures and resources to foster technology
transfer?
Does the organization work within a stable legal
framework regarding science-technology-society (e.g.
intellectual property right policy, public-private R&D
collaboration, higher education regulation…)?
Which assets based on science, technology and innovation exist within the organization (e.g. IP, know-
how, competencies, publications…)? Which assets come from R&D projects (e.g. inventions, discoveries,
knowledge…)? Are the identification methodologies streamlined (e.g. invention disclosing,
conversations with inventors, information analysis…)?
Which value propositions or business opportunities can generate the organization´s assets? Which
factors can be evaluated to make decisions (e.g. innovation opportunity, development state, market
research, IP, team, financial/non-financial ROI…)? Which paths to market are appropriated (e.g. license,
spinoff/startup, proof of concept, R&D, consultancy, strategic alliance…)? Which partners and resources
are needed (e.g. financial, technical, strategical…)?
Which mechanisms can be used to protect the assets (e.g. intellectual property rights, confidentiality,
competitive strategies…)? Which intellectual property rights can be generated (e.g. patents, marks,
designs, copyrights…)? It is convenient to open the knowledge (e.g. creative commons…)?
Has the innovation opportunity been tested against the market before investing a critical amount of
resources (e.g. proof of concept, partner search, patenting…)? What can be learnt from key target
partners to enhance the value proposition (e.g. lean startup approach, minimum viable product,
hypothesis validation…)?
Is the asset mature enough to generate value and attract the market attention (e.g. technology
readiness levels)? Does the asset need to be further developed (e.g. proof of concept, prototype, pilot
plant, clinical trial…)? Which partners and resources are needed (e.g. financial, technical, strategical…)?
Does the organization have the appropriate channels to identify, reach and interact with the target
partners (e.g. databases, market research, networking, innovation ecosystems, brokers, events,
publications, internet, digital media…)? Is it clear how to build the relationship with the potential
partner (e.g. commercialization plan…)?
Have the appropriate mechanism to build the partnership been identified by the parties (e.g. non-
disclosure agreement, license, R&D, consultancy, joint-venture…)? Have the terms and conditions of the
agreement been negotiated by the parties (e.g. technical, financial, legal…)?
Is everything ready to implement/adopt/launch the technology (e.g. utilize the technology, start the
project, accelerate the startup, researchers and engineers working together, project management…)?
Does the organization have the mechanisms to monitor the proper course of the partnership (e.g.
performance indicators, reporting, communication…)? Is it clear how to solve potential problems that
may arise (e.g. technical, financial, legal…)?
DESIGNED BY: Francisco J. González-Sabater for The Transfer Institute. Version 1.0
Inspired by The Business Model Canvas by Strategyzer
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