Technology Management and Commercialization Training Workshop

1. Technology Management and Commercialization Training Workshop Tentative Agenda Oct. 14 – Oct. 23

2. Strategic Technology Planning • Integrated Technology Planning • Strategic Roadmaps Monitoring, Gathering and Analyzing Information • How to build and use an intelligence system • How to monitor emerging technologies Identifying and Validating Innovative Ideas • Steps of Opportunity Discovery Process • Hands-on Case Study Commercialization Management • Commercialization Strategies • Benchmark and Case Studies Major Training Themes for 8-Day Training Technology Management Tools and Processes Technology Commercialization Tools and Processes Opportunity Discovery Process Technology Intelligence Systems

3. Oct. 14, 2009 (Wed) Day-1 Agenda • Session 1-1: Identifying and Incubating Innovation Opportunities in a New R&BD Paradigm • Value creation through technology innovation • A new research and business development paradigm • Opportunity discovery and incubation process • Session 1-2: Integrated Technology Planning • A framework for technology management and commercialization • Integrated technology planning process • Session 1-3: Scenario Planning • What is a scenario • Six steps of the SRIC-BI’s scenario planning process

4. Oct. 14, 2009 (Wed) Day-1 Agenda • Session 1-4: Apply Scenarios to Enhance a Technology Strategy • Evaluation of technical options • Technology opportunity discovery • Technology roadmapping • Session 1-5: Scenario-Based Technology Roadmapping • Types of technology roadmaps • Steps to develop scenario-based technology roadmaps • Case examples of technology roadmaps • Overview of strategic roadmapping process

5. Oct. 15, 2009 (Thu) Day-2 Agenda • Session 2-1: Overview of Opportunity Discovery Process • Steps to develop SRIC-BI’s opportunity discovery process • Case example of the Opportunity Discovery Process • Session 2-2: Overview of Technology Intelligence Systems • Two types of technology intelligence systems • How to develop a technology intelligence system • Session 2-3: Benchmark Study of Technology Commercialization • Results of benchmark study • Case studies including SRI, ITRI, Stanford University, ETRI, Fraunhofer, etc. • Session 2-4: Corporate Venturing • Business models, processes and issues in corporate venturing • Key success factors for corporate venturing

6. Oct. 15, 2009 (Thu) Day-2 Agenda • Session 2-5: Technology Commercialization Strategy • Creating a spin-off with a strategy • Licensing existing intellectual property • Contract research or consulting with intellectual know-how • Session 2-6: Intellectual Property Asset Creation • Inventing with a purpose • Unlocking existing intellectual property • Acquiring external know-how • Collaborating with outside partners

7. Oct. 16, 2009 (Fri) Day-3 Agenda • Session 3-1: Technology Commercialization: Licensing • Commercial evaluation • Value creation based on IP assets: licensing • Session 3-2: Technology Commercialization: Start-ups • Process for new venturing • From start-up to incubation • Session 3-3: Valuation Methods of Intellectual Properties • Brief description of various valuation methods of IP • Recommendations for valuation method by case

8. Oct. 16, 2009 (Fri) Day-3 Agenda • Session 3-4: Technology Valuation: Technology Factor Method • Introduction of Technology Factor method • Valuation process using Tech Factor method • A case study of Dow • Session 3-5: Tour: Stanford University (tentative) • Need to discuss with the Korean Tour Guide and Prof. Lee

9. Oct. 19, 2009 (Mon) Day-4 Agenda • Session 4-1: Valuation Methods of Venture Businesses • Introduction of numerous valuation methods of venture businesses • Session 4-2: SRI’s Ways of Value Creation • SRI’s business model and profit sharing model • Case example of SRI’s value creation • Case example of Sarnoff’s value creation • Session 4-3: Case Study: Battelle Venture • Technology commercialization at Battelle Memorial Institute • Battelle Ventures • Session 4-4: Intellectual Property Protection • Guest lecture about IP protection and other legal issues • How to protect your IP • How to handle others’ IP

10. Oct. 19, 2009 (Mon) Day-4 Agenda • Session 4-5: Case Study: Experience of a Venture Capitalist • Guest lecture about his/her experience in venturing • Session 4-6: Wrap-up of Part-1 training workshop • Q&A about the SRIC-BI’s technology management and commercialization framework • Explanation of the agenda for the Opportunity Discovery hands-on training workshop

11. Oct. 20, 2009 (Tue) Day-5 Agenda: Hands-on Exercise • Session 5-1: Review of Opportunity Discovery Process • Steps for Opportunity Discovery Process • Setting a hands-on case exercise: opportunity search scope, time horizon, etc. • Main theme for hands-on workshop will be “Green” • Session 5-2: External Analysis • Meta trend analysis • Emerging trend analysis • Key uncertainties • Session 5-3: Exercise: External Analysis • Hands-on case exercise • Identifying meta trends, emerging trends, and key uncertainties

12. Oct. 20, 2009 (Tue) Day-5 Agenda: Hands-on Exercise • Session 5-4: Exercise: Generating Opportunities • Hands-on case exercise • Brainstorming idea generation session • Generating opportunity ideas • Session 5-5: Exercise: Organizing and Refining Opportunities • Hands-on case exercise • Refining and clustering identified opportunities

13. Oct. 21, 2009 (Wed) Day-6 Agenda: Hands-on Exercise • Session 6-1: Evaluation of Opportunities • Evaluation methods of opportunities • Case examples • Session 6-2: Exercise: Evaluation of Opportunities • Hands-on case exercise • Determination of evaluation criteria • Assessment of relative importance of the identified evaluation criteria • Evaluation of identified opportunities with respect to the criteria • Assign one selected opportunity to each of the (4 to 6) trainee groups • Session 6-3: Profiling Opportunity – NABC Approach • NABC approach to validate and profile the selected opportunities • Case examples

14. Oct. 21, 2009 (Wed) Day-6 Agenda: Hands-on Exercise • Session 6-4: Exercise: Profiling Opportunities • Hands-on case exercise: breakout session • Develop an opportunity profile for each of the trainee groups • Session 6-5: Exercise: Presentation of Opportunity Profiles • Hands-on case exercise • Present the developed opportunity profiles

15. Oct. 22, 2009 (Thu) Day-7 Agenda: Hands-on Exercise • Session 7-1: Communicating and Selling Opportunities • How to create a compelling opportunity pitch based on an opportunity profile • Case examples • Session 7-2: Exercise: Creating a Compelling Opportunity Pitch • Hands-on case exercise: breakout session • For each group, develop an opportunity pitch based on its own opportunity profile • Session 7-3: Presenting and Evaluating Opportunity Pitches • Hands-on case exercise • Present the developed opportunity pitches • Comment on the presentation of the opportunity pitches

16. Oct. 22, 2009 (Thu) Day-7 Agenda • Session 7-4: Developing a Technology Intelligence System • Best practices • Implementation steps • SRI Early Alert System, a tool for intelligence gathering and analysis • Session 7-5: Scanning External Environments to Identify Early Signals of Change • Scan as a strategic tool for corporate radar • Process of scanning • Examples of outputs of SRIC-BI’s Scan Process

17. Oct. 23, 2009 (Fri) Day-8 Agenda • Session 8-1: Exploring Emerging Technologies and Business Opportunities • Monitoring technical progress and exploring commercial opportunities • Six key considerations to monitor and analyze • Examples of technology maps of SRIC-BI’s Explorer Program • Session 8-2: Selecting and Monitoring Next-generation Technologies • How to select next-generation technologies to monitor • Example of SRIC-BI’s list of next-generation technologies • Session 8-3: Wrap-up of the whole training workshop