Guidance for Organizing WIPO Training of Trainers (TOT) programs for SMEs
1. Objective of a National Training of Trainers (TOT) Program on Effective Intellectual Property Asset Management by Small and Medium-Sized Enterprises
The objective of the TOT is to create a critical mass of trainers in a country who have the basic knowledge, skills and experience to provide preliminary IP assistance to students, entrepreneurs, and micro, small and medium sized enterprises (SMEs) on effective IP asset management to enhance the competitiveness and sustainability of the SMEs in the domestic and international markets. Such preliminary IP assistance, to be provided by the persons trained in the TOT, would include advice or technical assistance on how to identify, protect, exploit and manage IP assets, whether owned by an entrepreneur or an SME, licensed by him/her/it from another entity or created in partnership with another entity.
2. Duration of the TOT:
35 - 40 hours, normally spread over three to five consecutive working days.
3. Responsibilities of the National Partner(s)
(i) Number of participants
From 40 to 100 participants.
(ii) Profile of participants
It is critical to have the right profile of the participants who should be invited from the following types of SME support institutions in the country:
(a) An entity (Directorate/Agency/Corporation/Consortium) at the national, state/provincial and local/city levels for promotion and/or development of entrepreneurship, microenterprises and SMEs, including sector specific entities
(b) A chamber of commerce and industry at the national, state/provincial and local/city levels, as well as sector-specific industry/trade associations and the like
(c) Export or investment promotion agencies
(d) Financial institutions, including banks (providing financial subsidies, debt or equity)
(e) Science/technology/research parks, whether public, semi-public or private
(f) Innovation development/relay centers, testing centers, technology demonstration centers
(g) Technology transfer offices linked to universities and/or research institutes
(h) Other technology transfer, licensing, commercialization and management networks, offices, institutions or firms
(i) Technology/business incubators
(j) University teaching/training courses/ programs in the Physical Sciences, Engineering, Management, International Business, Quality Management, Supply Chain Management, Innovation Management, New Product Development, Technology Transfer, as well as Law.
(k) Vocational training institutions/craft centers, business development centers, including technology/IP information centers
(l) Entities/Associations of Venture Capitalists and Business Angels
(m) Representatives of technology transfer and licensing networks, entrepreneurship training centers,
(n) Small business consulting firms, including small business consultants, branding consultants, business/industry advisors, graphic designers or business counselors in the public/private sector/civil society/NGOs, which/who provide “Business Advisory/Consulting/Development Services” to entrepreneurs, microenterprises and SMEs
(o) Representatives of ministries who work with SMEs, business consortiums and financial institutions.
(p) Bilateral international Development and Donor Agencies
(q) Civil society organizations, including foundations, trusts and/or NGOs, which provide technical and/or financial assistance for promoting entrepreneurship, micro-enterprises and SMEs.
(r) Cluster development organizations
(s) Institutions providing support for Total Quality Management, including ISO 9000, ISO 14000, ISO 18,000 and Six Sigma
(t) National associations of inventors, patent and/or trademark agents/attorneys/owners as well as individual IP agents and IP attorneys
(u) Law firms having a focus on IP matters, especially those which cater primarily or significantly to SME clients
(v) IP management and consultancy firms
(w) Institutions or firms providing value-added IP information services
(x) National and sector specific collective management institutions/organizations in the field of copyright and related rights
(iii) When to provide the list of participants
It should be provided to the SMEs Section of the WIPO preferably three months before the start of the TOT. This will ensure proper selection and timely validation of the selected participants. Further, it will enable WIPO to provide the selected participants all information and reading material that should be studied as part of the preparatory work before the commencement of the TOT.
(iv) Costs associated with national participants
All costs (travel, accommodation, meals) of national participants shall be borne entirely by the participant, his/her sponsor, if any, or by the national partner(s).
(v) National experts
Identify suitable national experts to speak on topics identified for this purpose in the provisional program of the TOT. For presentation one or more case studies from the country, identify one or more SMEs that have successfully relied on IP assets in developing and implementing a winning business strategy.
No payment is made by WIPO for a national expert, unless that expert is a private sector IP attorney/IP consultant or is the owner/manager of an SME who is presenting its own case study on the successful use of IP assets in its business strategy.
(vi) International experts
Provide assistance for facilitating entry of experts into the country and to make their stay comfortable. Provide interpretation, if required, during their presentation in the TOT.
The local partner is responsible for providing the venue and all cost associated with it, including simultaneous interpretation (if needed), providing audio-visual equipment for making Power Point presentations, at least three cordless microphones, internet access on the podium, stationary, pencils/pens, secretarial assistance during the TOT program, coffee/tea breaks, and lunches for the duration of the program.
(viii) Promotion and publicity of the TOT in the country
The local partner is responsible is responsible for the entire promotion and publicity of the program in any manner that it deems fit, including issuance of press releases, inviting the press and media to the opening ceremony, etc
4. Prior Preparation by the Participants
All potential or selected participants are encouraged to take the online course in English:
5. Responsibilities of WIPO
WIPO will provide:
(a) A provisional program, links to reading material on the SMEs website of WIPO, including paper copies of selected WIPO publications, if required, as well as the IP PANORAMA multimedia toolkit on CD-ROM, if required;
(b) If required, two international consultants/experts, who will normally make their presentations in English. When the official language spoken in the country is Arabic, French, Spanish or Russian, WIPO will endeavor to provide one, if not both international consultants/experts who are fluent in the relevant language. A part or whole of the cost of their participation, including payment of honorarium/lecture fees, will be borne by WIPO, if the national partner(s) is/are unable to cover it partly or wholly;
(c) If required, one or a maximum of two WIPO officials whose total cost of participation (travel, accommodation and meals) will be met by WIPO.
6. Feedback, evaluation of participants, issue of certificates, and follow-up activities
(a) All participants are expected to complete the Evaluation Form to provide feedback on the overall program of the TOT as well as the performance of the speakers. If required, the translation of the Evaluation Form into a/the national language shall be done by the national partner(s) at its/their cost.
(b) All participants/trainees are expected to participate in an open book test on the last day. If the test needs to be translated it is to be done by the local partner at its cost as well as evaluate the answers to the test on the basis of an answer key that will be provided.
(c) A certificate will be issued to those participants who achieve a minimum score of 50% in the open book test. The certificates will be mailed to the participants.
(d) The best TOT will require follow up assistance, which will be planned on the basis of actual challenges faced by the participants in their actual teaching, training, advisory, and consulting activities in the months and years following the TOT. Wherever possible, follow up assistance will be planned in due course through the effective use of the internet environment, including videoconferencing and use of Web 2.0 tools and by supporting the networking of participants in and across countries as well as through tailored distance learning programs, and exceptionally through follow up tailored advanced TOT programs.
The workshops are designed to engage participants in practical hands-on exercises in negotiating technology licenses. The participants are introduced to the basic concepts of intellectual property rights, to licensing and principles of negotiation. They are then divided into teams where they strategize and prepare themselves for negotiation with another team either as a licensor or licensee on facts provided to them in the form of a case study based on a real life situation. The participants come from the private sector and from government institutions involved in technology transfer issues. The facilitators of these workshops are experts in the field of technology licensing and have extensive experience in negotiating such agreements.