TECHNOLOGY TRANSFER AND

COMMERCIALISATION
Online course | Course syllabus
 "The program systematizes the approach to
COURSE OVERVIEW Page 3 technology transfer and gives value by solving
practical cases. I highly recommend it for all
WEEKLY LEARNING PLAN Page 7
professionals involved in technology transfer"
LEARNING MATERIAL Page 15 ⏤ ALUMNI RESEARCH CENTER, MEXICO

COURSE CREDENTIAL Page 16

LEADING CUSTOMERS THAT TRUST US
University of Manchester / Imperial College London / National
LEARNING EXPERIENCE Page 17
University of Medical Sciences Pakistan / Universidad Carlos III de
Madrid / Universidad Autónoma de Baja California / Universidad de
THE TRANSFER INSTITUTE Page 19 Concepción / Centro Investigación Polímeros Avanzados / CSIC /
Fundación Cientifica AECC / Corfo / Onedose Pharma / Libelium
ONLINE COURSE

TECHNOLOGY TRANSFER AND

COMMERCIALISATION

Learn to formulate an action Self-paced, online course through the internet

DELIVERY
plan to transform inventions Participants learn at their own schedule

into innovations and get an DATES Start at any time

overview of the technology
transfer and patent LENGTH 6 weeks

commercialization process. EFFORT 3-5 hours / week

LEVEL Beginner - intermediate

LANGUAGE English
COURSE OVERVIEW • Teamwork. Willingness to participate as an integrated
member in a working group on technology transfer and
WHY THIS ONLINE COURSE commercialization.

Practitioners that are involved in technology transfer and TARGET AUDIENCE

intellectual property (IP) commercialization operations
need to know the process steps and critical factors that lead
to transform early technology opportunities in the form of
laboratory inventions into successful innovations available in
the market.
LEARNING OBJECTIVES
• Formulate an action plan to transfer a technology (IP)
from lab to market.
• Get a comprehensive overview of the technology
transfer process.
Professionals, executives and practitioners from worldwide
universities, research centers and laboratories, research
hospitals, consultancy firms, start-ups, companies,
government agencies, business incubators, science parks,
etc.
REQUIREMENTS
No formal prerequisites in terms of qualifications,
background, previous experience nor geographical location
are required to enroll in this online course.

• Know the fundamentals of technology identification,

assessment, protection and maturation, as well as partner
engagement, negotiation, contracting and monitoring.

COMPETENCES TO ACQUIRE

• Critical thinking. Ability to analyze situations and

evaluate data, in the context of technology transfer and
commercialization.
• Decision-making. Capacity to establish an appropriate
line of action in problem-solving, particularly in applying
the technology transfer process to a given situation.
• Initiative. Vision of opportunities and action-oriented
regarding a technology transfer strategy.
• Planning. Ability to effectively carry out an appropriate
action plan in the use of technology transfer concepts.
COURSE CONTENT LESSON 5. TECHNOLOGY PROTECTION

• The technology protection phase

LESSON 1. INTRODUCTION TO TECHNOLOGY TRANSFER
• Overview of intellectual property rights
• Getting the technology protected by patenting
• Concept of technology transfer
• Checking patentability
• Characterizing features of technology transfer • Filing the patent
• Technology transfer mechanisms
• The patenting process in a nutshell
• Motivations for technology transfer
• Benefits of technology transfer
LESSON 6. TECHNOLOGY READINESS
• Legal framework for technology transfer
• Technology transfer offices • The technology readiness phase
• Bridging the gap towards the market
LESSON 2. THE TECHNOLOGY TRANSFER PROCESS
• Development and proof of concept
• Required partners
• Overview of the technology transfer process
• First stage: create value to innovate LESSON 7. PARTNER ENGAGEMENT
• Second stage: develop the partnership
• The engagement phase
LESSON 3. TECHNOLOGY IDENTIFICATION
• The process for locating technology partners
• The engagement process with technology partners
• The technology identification phase
• Results of R&D activity
LESSON 8. DEAL-MAKING AND NEGOTIATION
• Invention disclosure
• Interviewing researchers
• The deal-making and negotiation phase
• Overview of the negotiation process
LESSON 4. TECHNOLOGY ASSESSMENT • Preparing the negotiation process
• The technology assessment phase
LESSON 9. CONTRACTING
• Factors to make the right decisions
• Value proposition of the technology
• The contracting phase
• Market analysis • Overview of technology transfer contracts
• Time of market entry
• License agreement
• Protection strength
• Structure of a patent license agreement
• Capacity of the research team
• Spin-offs (startup creation)
• Pathways to transfer technology
• Partners in technology transfer LESSON 10. PROCESS MONITORING
• Technology transfer strategic plan
• Market validation
• The monitoring phase
• Technology transfer implementation
• The technology package to transfer
• Monitoring actions
• Disputes in technology transfer
COURSE PRACTICE
APPLIED LEARNING PROJECT
• Commercialization of a new photobioreactor technology for
microalgae cultivation
CASE STUDIES
• Identification of Technology: IBV Research Project on Bone
Treatment
• Assessment of Technology: IBV Research Project on Bone
Treatment
• Protection of Technology: IBV Research Project on Bone
Treatment
• Readiness of Technology: IBV Research Project on Bone
Treatment
• Deal-making and Negotiation: IBV Research Project on Bone
Treatment
• Rive Technology: A Spin-off to Improve Catalysts
TOOLS AND METHODOLOGIES
• The Technology Transfer Canvas
• Invention Disclosure Forms
• Conversation with Researchers to Identify Inventions
• Information Available to Identify Inventions
• Technology Assessment Dashboard
• Technology Readiness Levels (TRLs)
• Preparation of Technology Brochure
• Preparation of Negotiation on Technology Transfer
• Templates and Models for Technology Transfer Agreements
READINGS
• Carbon Nanotechnology Lowers Cost of Hydrogen Fuel Cell
• Patent Licensing: Up to $1.18 Trillion Contributed to US
Economy Since 1996
• The Technology Transfer Process in Some Universities
• Improving Invention Disclosure Quality
• Assessing IP and technology at the University of Liege
• Licensing or spinout? An overview of your options
• Bridging the technological “valley of death”
• INNOVA Program: Financing Proof-of-Concept Projects
• Reinventing Tech Transfer
• Business Scouts at the University of Southern Denmark
• Agreements: A Review of Essential Tools of IP Management
• University Spinoffs: What, Why, and How?
PREPARATION FOR PROFESSIONAL
CERTIFICATION
This course prepares for the online exam to become a certified
professional by The Transfer Institute in this domain of business.
Participants have to enroll separately in the professional
certification that supplements this course. Please check out our
pricing options and discounts in our website.
 LEARNING PLAN FOR WEEK 1

GOAL Learn the introductory concepts of technology transfer and the key elements of the
Weekly learning goal technology transfer process

• Concept of technology transfer

• Characterizing features of technology transfer
• Technology transfer mechanisms
LESSON • Motivations for technology transfer
Introduction to technology transfer
• Benefits of technology transfer
• Legal framework for technology transfer
• Technology transfer offices
Week 1
READING
THE PROCESS OF Carbon Nanotechnology Lowers Cost of A real example of technology transfer from academia to industry
Hydrogen Fuel Cell
TECHNOLOGY
TRANSFER READING Academic technology transfer in the form of patent licensing benefits the economy in
Patent Licensing: up to $1.18 Trillion terms of gross industry output, gross domestic product (GDP), new companies, new
contributed to U.S. Economy Since 1996 products, and jobs.
Lessons 1, 2

• Overview of the technology transfer process

LESSON • First stage: create value to innovate
The technology transfer process • Second stage: develop the partnership

READING Some real examples of technology transfer process in some renowned universities
The Technology Transfer Process in Some worldwide
Universities

TOOL Visualize the process of analyzing the transfer of a technology from laboratory to market in
The Technology Transfer Canvas a certain organization

FORUM
Share your viewpoint about your weekly learning on the online discussion forum
Interaction and discussion with course peers
 LEARNING PLAN FOR WEEK 2 (1/2)

GOAL Identify potential innovations resulting from the R&D activity and assess them from the
Weekly learning goal market perspective

• The technology identification phase

LESSON • Results of R&D activity
Technology identification • Invention disclosure
• Interviewing researchers

READING
Practice-based recommendations to have better technology disclosing at universities
Week 2 Improving Invention Disclosure Quality

IDENTIFICATION AND CASE

IBV is a technology center that carried out an applied research project to develop an
advanced copolymer material for the treatment of bone defects in human beings. IBV tries
Identification of Technology: IBV Research
ASSESSMENT OF Project on Bone Treatment
to identify the possible results obtained from the project to find technology transfer
opportunities.
TECHNOLOGY
TOOL
Some examples of invention disclosure forms used by renowned universities
Lessons 3, 4 Invention Disclosure Forms

TOOL List of topics to guide a conversation with a researcher (or research group) and identify
Conversation with Researchers to Identify technology transfer opportunities
Inventions

TOOL Template with possible resources available for collecting information to identify technology
Information Available to Identify Inventions transfer opportunities

(Cont.)
 LEARNING PLAN FOR WEEK 2 (2/2)

• The technology assessment phase

• Factors to make the right decisions
• Value proposition of the technology
• Market analysis
• Time of market entry
LESSON
• Protection strength
Technology assessment • Capacity of the research team
• Pathways to transfer technology
• Partners in technology transfer
• Technology transfer strategic plan
• Market validation
Week 2
IDENTIFICATION AND READING
How universities assess their own technologies in practice by using already developed
Assessing IP and technology at the University assessment tools
ASSESSMENT OF of Liege
TECHNOLOGY
READING
There are two main options to transfer a technology from lab to market, namely licensing
Licensing or spinout? An overview of your and spin-out, each of them having its own pros and cons at any given case.
Lessons 3, 4 options

CASE IBV is a technology center that carried out an applied research project whose main
Assessment of Technology: IBV Research outcome is the formulation and processing conditions of the advanced material. IBV tries to
Project on Bone Treatment assess the possibilities of its commercial exploitation.

Methodology for evaluating technology from different perspectives considering relevant

TOOL areas: technology profile, target market, time of entry, strength of protection, team capacity,
Technology Assessment Dashboard partners, and pathways.

TOOL Technology Readiness Levels (TRL) are a method of estimating technology maturity. TRL is
Technology Readiness Levels (TRLs) based on a scale from 1 to 9 with 9 being the most mature technology.

FORUM
Share your viewpoint about your weekly learning on the online discussion forum
Interaction and discussion with course peers
 LEARNING PLAN FOR WEEK 3

GOAL Analyze the approach to protect a technology and the need to further develop it (proof of
Weekly learning goal concept, readiness)

• The technology protection phase

• Overview of intellectual property rights
LESSON • Getting the technology protected by patenting
Technology protection • Checking patentability
• Filing the patent
• The patenting process in a nutshell

Week 3 IBV is a technology center that carried out an applied research project to develop an
CASE
advanced copolymer material for the treatment of bone defects in human beings. With the
Protection of Technology: IBV Research Project
PROTECTION AND on Bone Treatment
outcomes of the technology assessment in mind, IBV tries to analyze the possible types of
protection which may apply to the technology resulting from this research project.
READINESS OF
TECHNOLOGY • The technology readiness phase
LESSON • Bridging the gap towards the market
Technology readiness • Development and proof of concept
Lessons 5, 6 • Required partners

READING The difficulty of bridging the technological valley of death, that is the gap between
Bridging the technological “valley of death” academia and industry when it comes to technology transfer.

READING
A real example of a technology proof-of-concept funding program at a university to bridge
INNOVA Program: Financing Proof-of-Concept
the ‘valley of death’
Projects

IBV is a technology center that carried out an applied research project to develop an
CASE advanced copolymer material for the treatment of bone defects in human beings. With the
Readiness of Technology: IBV Research Project outcomes of the technology assessment in mind, IBV tries to analyze the possibilities of
on Bone Treatment further developing the technology to a more advanced state that will attract industry
interest.

FORUM
Share your viewpoint about your weekly learning on the online discussion forum
Interaction and discussion with course peers
 LEARNING PLAN FOR WEEK 4

GOAL Find the right partners to engage in the technology transfer process and define the deal to
Weekly learning goal initiate a negotiation process

• The engagement phase

LESSON
• The process for locating technology partners
Partner engagement
• The engagement process with technology partners

READING A real example of new ways to engage with industry at academic institutions with regards
Reinventing Tech Transfer to technology transfer

Week 4
READING
How universities interact with industry to improve the feedback towards a better
Business Scouts at the University of Southern
ENGAGEMENT AND Denmark
technology transfer process.

NEGOTIATION
Template for preparing a technology document (promotional brochure) for a technology.
TOOL The purpose of this document is to show information about the technology to potential
Preparation of Technology Brochure customers interested in acquiring it, allowing essential details to be disclosed in order to
quickly assess interest.
Lessons 7, 8

• The deal-making and negotiation phase

LESSON
• Overview of the negotiation process
Deal-making and negotiation
• Preparing the negotiation process

IBV is a technology center that carried out an applied research project to develop an
CASE
advanced copolymer material for the treatment of bone defects in human beings. With the
Deal-making and Negotiation: IBV Research
outcomes of the technology assessment in mind, IBV tries to define the roadmap to
Project on Bone Treatment
facilitate the negotiation process with a possible licensing partner.

TOOL
Template to prepare a technology transfer negotiation that may be useful to consider all
Preparation of Negotiation on Technology
relevant aspects
Transfer

FORUM
Share your viewpoint about your weekly learning on the online discussion forum
Interaction and discussion with course peers
 LEARNING PLAN FOR WEEK 5

GOAL Establish the key aspects/structure of the technology transfer contract and identify the
Weekly learning goal monitoring actions that are needed

• The contracting phase

• Overview of technology transfer contracts
LESSON
• License agreement
Contracting
• Structure of a patent license agreement
• Spin-offs (startup creation)

READING
Week 5 Agreements: A Review of Essential Tools of IP
The types of major agreements that can be utilized in technology transfer as part of the
relationship between public-sector research institutions and industry
Management
THE TECHNOLOGY
TRANSFER AGREEMENT READING A wider understanding of university spinoffs and academic entrepreneurship from a
University Spinoffs: What, Why, and How? scientific evidence perspective

Rive Technology is a start-up that commercializes an MIT-developed invention that

CASE
improves catalysts used in oil refining. The case illustrates how a given situation of spin-out
Lessons 9, 10 Rive Technology: A Spin-off to Improve
creation has been addressed in practice, as part of the process to transfer an invention from
Catalysts
bench to market.

TOOL
Some templates and models for technology transfer agreements used by renowned
Templates and Models for Technology
institutions
Transfer Agreements

• The monitoring phase

• Technology transfer implementation
LESSON
• The technology package to transfer
Process monitoring
• Monitoring actions
• Disputes in technology transfer

FORUM
Share your viewpoint about your weekly learning on the online discussion forum
Interaction and discussion with course peers
 LEARNING PLAN FOR WEEK 6

Apply the knowledge acquired during the course to a practical situation through the
GOAL
"practice by doing" approach, so an effective retention of information and learning
Weekly learning goal
experience can be achieved

PROJECT
Commercialization of a new photobioreactor
technology for microalgae cultivation
Imagine you are a practitioner working for a technology transfer office, whose main role is
to advise scientists on commercialization of their inventions. Say that you have been
provided with an invention disclosure form to communicate a new technology (“novel
photobioreactor for mass cultivation of microalgae”), and you need to properly advise the
inventor to move forward in technology transfer.

Week 6 Share your answer with the rest of course peers in the online discussion forum and review
FORUM
other participants' responses to provide feedback, which will enrich the learning
Interaction and discussion with course peers
APPLIED LEARNING experience.
PROJECT
SURVEY Take a few minutes to answer this survey to find out your satisfaction with the course,
Satisfaction, learning and suggestions evaluate your learning as a participant, and receive your suggestions for improvement.

CREDENTIAL
Project Download the course completion credential (statement of completion)
Course completion document
 THE TECHNOLOGY TRANSFER CANVAS THAT IS PROVIDED WITH THE COURSE

EXCLUSIVE
ANALYTICAL TOOL
DEVELOPED BY THE
TRANSFER INSTITUTE
 MORE THAN 150 PAGES OF PRINTER-FRIENDLY LEARNING MATERIAL
AND EASY, EFFECTIVE ONLINE CAMPUS

LEARNING MATERIAL
AND ONLINE CAMPUS
 CREDENTIAL OBTAINED ONCE THE COURSE IS FINALIZED

COURSE COMPLETION
DOCUMENT

L E
M P
SA
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THE TRANSFER INSTITUTE
technological innovation academy
WE HELP YOU LEARN AND VALIDATE
SKILLS TO MANAGE TECHNOLOGICAL
INNOVATION. THROUGH THE INTERNET,
AT YOUR OWN PACE. OUR CUSTOMERS
ABOUT US
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OUR STORY
experience in technology innovation-based operations by instantly issuing
the certification credential, unlike traditional, classroom, long-style FOUNDED IN 2009. The Transfer Institute was founded in 2009 as a stand-
alone website to provide online training in technology transfer and
professional certifications.
innovation management. In 2013, a new strategic direction was initiated to
FREE ANALYTICAL TOOLS. Free to download, exclusive, canvas-styled, become an online school for R&D, technology and innovation
analytical tools for strategic planning developed by The Transfer Institute management.
on two big areas of the science & technology-driven innovation value
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specialized skills gap, The Transfer Institute shifted its strategic direction to
spin-outs / startups, etc.), and management of technological innovation
(research and development (R&D), technology forecasting, strategic become an online technological innovation academy, which is focused on
innovation, new product development, etc.). helping professionals and organization on competencies demanded by a
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MORE THAN 200 PROFESSIONALS. Since its inception in 2009, The
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(Pakistan, Mongolia). Additionally, thousands of practitioners have
benefited from our free tools and professional society. Some of
organizations we have worked with are as follows.
UNIVERSITIES. University of Manchester, Imperial College London,
National University of Medical Sciences Pakistan, Mongolian University of
Science and Technology, Universitat Pompeu Fabra, Universidad Carlos III
de Madrid, Universidad de Málaga, Universidad Autónoma de Querétaro,
Universidad Autónoma de Coahuila, Universidad Autónoma de Baja
California, Universidad de Concepción, Universidad del País Vasco,
Universidad Miguel Hernández, Universidad Pablo de Olavide.
RESEARCH LABORATORIES. Centro de Investigación Científica de
Yucatán, Centro de Investigación de Polímeros Avanzados, Comimsa,
Instituto Nacional de Medicina Genómica, Instituto Valenciano de
Investigaciones Agrarias, IIIA-CSIC, Centro Tecnológico de Automoción De
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JOIN THE FREE-MEMBERSHIP PROFESSIONAL SOCIETY THAT WE
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Alejandro Otero.
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Pando.
COMPANIES AND STARTUPS. Akapol, Onedose Pharma, Adif, Libelium,
Ingeteam.
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