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Foundations of IP Strategy

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  • Get Started
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  • Module 2

    Module 2: Basics of IP Strategy


    • Introduction Page
    • Lesson 1: What Is an IP Strategy? Quiz
    • How Do You Execute on Your IP? Page
    • Lesson 2: Connecting IP Strategy to Business Strategy Page
    • Lesson 2: IP Strategy — The POLAR Pen Page
    • Lesson 3: Relevant Considerations for an IP Strategy Page
    • Lesson 4: Does Having an IP Strategy Guarantee Success? Page
    • Lesson 5: Who Needs an IP Strategy? Page
    • Who Needs an IP Strategy? Page
    • Lesson 6: How Often Should a Business Revisit Its IP Strategy? Page
    • Activity: Applying What We’ve Learned So Far (Scenario 1) Quiz
    • Activity: Applying What We’ve Learned So Far (Scenario 2) Quiz
    • Wrap-up Page
    • Module 2 Quiz
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Table of contents

  • Get Started
  • Legal Disclaimer
  • Module 1
  • Introduction
  • Lesson 1: IP Defined
  • Lesson 1: Is IP Defined in the Same Way Around the World?
  • Lesson 2: The Importance of an IP Strategy
  • Lesson 2: IP Strategy
  • Lesson 3: Types of IP
  • Activity: Identifying Forms of IP
  • Lesson 3: Types of IP
  • Lesson 4: Transnational IP
  • Example: International Differences
  • International IP Agreements and Treaties
  • Wrap-up
  • Module 1 Quiz
  • Module 2
  • Introduction
  • Lesson 1: What Is an IP Strategy?
  • How Do You Execute on Your IP?
  • Lesson 2: Connecting IP Strategy to Business Strategy
  • Lesson 2: IP Strategy — The POLAR Pen
  • Lesson 3: Relevant Considerations for an IP Strategy
  • Lesson 4: Does Having an IP Strategy Guarantee Success?
  • Lesson 5: Who Needs an IP Strategy?
  • Who Needs an IP Strategy?
  • Lesson 6: How Often Should a Business Revisit Its IP Strategy?
  • Activity: Applying What We’ve Learned So Far (Scenario 1)
  • Activity: Applying What We’ve Learned So Far (Scenario 2)
  • Wrap-up
  • Module 2 Quiz
  • Module 3
  • Introduction
  • Knowledge Check: Patents
  • Overview of Basic Facts about Patents
  • Lesson 1: Patenting Process Pre-filing Steps
  • Lesson 2: The Patent-filing Process
  • Patent Granted: Next Steps
  • Important Considerations on the Patent Process
  • Ordering Activity: Patenting Process
  • Lesson 3: Confidential Information/Trade Secret Protection
  • What Level of Protection Is Afforded to Confidential Information/Trade Secrets?
  • What Form of Protection Does Confidential Information/Trade Secret Protection Provide?
  • Lesson 4: Practical Measures for Protecting Confidential Information/Trade Secrets
  • Adopting Protective Employment Policies and Protective Measures
  • Non-disclosure, non-solicitation and non-compete agreements
  • Government Grants
  • Wrap-up
  • Module 3 Quiz
  • Module 4
  • Introduction
  • Knowledge Check: Copyright Law
  • Lesson 1: What Are Your Rights as a Copyright Owner?
  • Lesson 2: Who Owns Copyright in a Work?
  • Copyright and Corporations
  • Lesson 3: How Does Copyright Protection Arise?
  • Requirements for Copyright Protection
  • Lesson 4: Permitted Uses and Exceptions
  • Knowledge Check: Industrial Designs (Design Patents)
  • Lesson 5: How Are Industrial Designs Protected and for How Long?
  • How Are Industrial Designs Protected and for How Long?
  • Lesson 6: Industrial Design Protection in Multiple Jurisdictions
  • Lesson 7: Why Choose Industrial Design Protection from a Business Perspective?
  • Activity: Industrial Design Considerations
  • Knowledge Check: Trademarks
  • Lesson 8: Why Should Businesses Care about Trademarks?
  • Lesson 9: The Trademark Process
  • What Are the Steps Associated with Getting a Trademark?
  • Lesson 10: Policing and Renewing Your Trademark
  • Lesson 11: International Considerations
  • Wrap-up
  • Module 4 Quiz
  • Module 5
  • Introduction
  • Lesson 1: How Patents Intersect with Other Forms of IP (Confidential Information/Trade Secrets)
  • “Hybrid“ or Mixed Strategy for Patents and Confidential Information
  • How Do Patents Intersect with Copyright?
  • How Do Patents Intersect with Industrial Designs and Trademarks?
  • Lesson 2: How Copyright Intersects with Other Forms of IP
  • Lesson 3: How Do Industrial Designs Intersect with Other Types of IP?
  • Lesson 4: How Trademarks Intersect with Other Forms of IP
  • Activity: Drag and Drop
  • Lesson 5: Case Study of One Company’s Strategic Use of Its Various Forms of IP
  • Case Study Continued: Patents as a Marketing Tool
  • Activity: Alex the Chef
  • Wrap-up
  • Module 5 Quiz
  • Module 6
  • Introduction
  • Lesson 1: IP Licensing
  • IP Licensing Agreements as They Relate to Specific Forms of IP
  • Lesson 2: Enforcing Your IP Rights in Court
  • General Considerations for Enforcing Your IP Rights in Court
  • International Enforcement Practices and Procedures
  • Experience from Practice
  • Lesson 3: Mechanisms Outside of Court to Enforce Your IP
  • Lesson 4: Learning from Examples — Case Studies on IP Licensing and IP Enforcement
  • Case Study 1: Lessons Learned
  • Case Study 2: Licensing and Enforcement: Apple’s App Store
  • Case Study 2: Lessons Learned
  • Case Study 3: International Enforcement (Deckers Outdoor Corporation)
  • Case Study 3: Continued
  • Case Study 3: Lessons Learned
  • Wrap-up
  • Module 6 Quiz
  • Module 7
  • Introduction
  • Lesson 1: The Importance of Developing an IP Strategy at the Start-Up Stage
  • Third-Party IP
  • Lesson 2: IP in Crowdfunding Campaigns
  • Types of IP Held by Andrew Gardner on the POLAR Pen
  • Activity: The POLAR Pen
  • Activity: Andrew’s Options
  • Lessons Learned
  • Possible IP Enforcement Strategies to Counteract Counterfeiters
  • Is Andrew’s Experience Unique?
  • Claims of IP Infringement by Third Parties
  • Lesson 3: What Does Your IP Strategy Look Like?
  • Wrap-up
  • Module 7 Quiz
  • Module 8
  • Introduction
  • 1. Why is IP generated by research institutions important?
  • 2. What are the considerations that need to be accounted for when designing commercialization programs for research institutions?
  • Aaron Shull
  • 3. What are the pre-requisites to commercialization of IP generated by research institutions?
  • 4. What are the implications of these IP policies as it relates to innovation?
  • Peter Cowan
  • 5. What are the implications for ownership of IP when there is a private sponsor for the research?
  • 6. What are some of the most important steps a researcher should take to be able to commercially leverage their research?
  • Heather Pratt
  • 7. What role do technology transfer offices play in supporting commercialization and how effective are they?
  • 8. What are incubators and accelerators and what role do they play in terms of the commercialization of IP?
  • 9. How can researchers be best positioned to engage in innovative activities?
  • 10. What can research institutions do to help innovation outcomes for the benefit of Canada?
  • Natalie Raffoul
  • Exit Survey
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IPFoundations
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LAST MODIFIED: SEPTEMBER 2020

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