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Foundations of IP Strategy

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Module 3

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Module 1
Module 2
Module 3
Module 4
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Module 6
Module 7
Module 8
Exit Survey

Module 3
Module 3: Patent Protection and Confidential Information/Trade Secret Protection

◄Module 2Module 4►

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Table of contents

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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

Contact

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LAST MODIFIED: SEPTEMBER 2020