IPR Strategy – Research Institute

🎯 Overview

Independent research institutes operate in a unique space—conducting cutting-edge research without the full infrastructure of major universities or the commercial focus of industry R&D. Our Research Institute IPR Strategy service provides tailored guidance for managing intellectual property while maximizing research impact through publication.

Ideal for: Non-profit research institutes, government labs, think tanks, and independent research organizations seeking to formalize IP management without enterprise-level complexity.

✅ What’s Included

Assessment & Strategy

• Current State Review – Audit of existing IP, publications, and policies
• Stakeholder Interviews – Discussions with researchers and leadership on priorities
• Benchmarking – Comparison with peer institutions and best practices
• Strategic Recommendations – Tailored IP strategy aligned with your mission

Policy Development

• IP Ownership Policy – Clear guidelines for invention ownership and rights
• Publication-IP Coordination – Procedures for managing disclosure timing
• Collaboration Agreements – Templates for joint research IP terms
• Open Science Framework – Guidelines for data sharing and preprints (if applicable)

Implementation Support

• Staff Training – IP awareness session for research staff (up to 2 sessions)
• Disclosure Process – Simple invention disclosure workflow
• Decision Guides – Quick-reference tools for common scenarios
• Implementation Roadmap – Phased plan for policy rollout

⚙️ How It Works

🛡️ Our Assurances

• Mission Alignment – Strategies tailored to non-profit/public benefit missions
• Right-Sized Solutions – Appropriate complexity for your organization’s size
• Legal Coordination – Work with your legal counsel throughout
• Practical Focus – Policies researchers will actually follow
• Post-Engagement Support – 90-day email support after completion

⚠️ Important Limitations

• Not Legal Advice – Policies require legal counsel review and approval
• No Patent Filing – We develop strategy, not patent prosecution
• Single Organization – Package covers one institute; multi-site pricing available
• 2 Training Sessions – Additional sessions at $750/session
• Standard Framework – Highly unusual arrangements may require custom scoping
• Funder Compliance External – We advise on funder requirements; compliance verification is your responsibility

📋 Requirements From You

• Executive Sponsor – Director or VP-level champion for the initiative
• Existing Documentation – Current policies, agreements, IP records
• Legal Counsel Access – Attorney to review and approve policies
• Stakeholder Availability – Key researchers for interviews and review
• Funder Requirements – Documentation of IP requirements from funding sources

❓ Common Questions

How is this different from the University package?
The Research Institute package is streamlined for organizations without formal technology transfer offices, tenure systems, or large governance structures. It’s typically 30% less complex while covering core needs.

What about government-funded research requirements?
We help you navigate Bayh-Dole, SBIR/STTR, and other federal funding IP requirements. Policy frameworks include provisions for funder compliance.

Can this work for research networks or consortia?
Single institute is standard. For multi-organization networks, contact us for consortium-specific scoping—these typically require more extensive collaboration agreement frameworks.

Do you help with licensing existing IP?
This engagement focuses on policy development. For active licensing support, we can recommend technology transfer consultants or attorneys as next steps.