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Partnership Management



                              FITT
– Fostering Interregional Exchange in ICT Technology Transfer –



                                 www.FITT-for-Innovation.eu
Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
Partnership Strategy


                        Partnership management
                            Is the process of
                             following up on
                                       and
                               maintaining
                       relationships with partners


Setting up a research partnership can be one of the most important
 decisions that a TTO needs to make
The right partnerships can push innovation, ideas and new opportunities


2 | 03/2011                   Partnership Strategy
Partnership Strategy

       Stages in cooperation and partnerships
       Different stages in cooperation require different approaches of partners
       and different levels of agreements
Coordination
                                                                                                Strategic
    and
                                                                                               Partnership
Commitment
                                                                                   Partner

                                                                      Common
                                                                      Activities
                                             Long-time
                                            Cooperation
                                Several
                                Projects

                    Project
                                                                                             Strategic Meaning

    3 | 03/2011                                Partnership Strategy
Process of cultivating partnerships


Four important steps within the process of cultivating partnerships:


     1.       Establish partnerships
     2.       Determine governance
     3.       Formalize partnerships
     4.       Maintain relationships




4 | 03/2011                            Partnership Strategy
Step 1: Establish partnerships


 Determine in an early stage to what extent a partner will be involved in a
  project or collaboration on short or long term

 At IBBT : four types of partnerships:

              •Alliance partners
              •Research partners
              •Project partners
              •Strategic Partners


The goal of the cooperation, the actions undertaken and the details of the
 agreement differ according to the involvement of the partners


5 | 03/2011                         Partnership Strategy
Step 2: Determine governance


 Be clear about how you will work together to achieve the goals



 Example
      Project Management: governance is the process of decision making




6 | 03/2011                          Partnership Strategy
Step 3: Formalize partnerships


 Effectively managing the engagement of one or more partners require
  formal agreements

 Be clear about roles and responsibilities of partners in the agreement

 Also helpful when something does go wrong within the partnership.



The range of typical partner management agreements includes:
     Informal agreements between two or more partners to work together
     Memoranda of understanding (MOUs) or Letter of Intent LOI’s
     Legal Contracts, Bi-Lateral Agreements ...


7 | 03/2011                     Partnership Strategy
Step 4: Maintain relationships


 A strong relationship does not stop with the signing of an agreement

 Frequent communication during the process of collaboration - formally
  or informally – to check whether all parties are satisfied with the
  partnership




8 | 03/2011                   Partnership Strategy
Who?


  Stakeholders

     Researchers
              In most cases the research partner is responsible for the research methodology and the work
              breakdown.
     Industry
              Since the projects within IBBT are market driven, it is clear that the industrial partner defines the
              expected outcome of the collaboration.
     Technology Transfer Officers (TTO’s)
              The TTO guides the procedure of formalising the partnership and tackles all issues concerning IP.
     External Consultants
              Legal issues are in many cases handled by an external consultant.
     Policy Makers
              Policy makers influence the fields of activity in which research is carried out.


9 | 03/2011                                       Partnership Strategy
Pro’s & Cons

 Pro’s

     • Clear identification of roles and responsibilities of partners and of all partners’ expectations.
     • Research organisations offer third parties expertise in particular research fields and methods
     • Research organisations can develop their expert skills further, by working together with third parties.
     • For many third parties, partnering with a research organisation gives them credibility and is a kind of
       guarantee for rigorous research done. It can help to raise the impact of the research when disseminating
       the findings.
     • Third parties can provide valuable information about the needs, perspectives and experiences of the
       users.
     • Research partners can benefit from the access to the third parties network to enhance the impact of the
       research.
     • A partnership agreement creates transparency and a clear understanding of the common goals and the
       way to work together.
     • Partnership management also clarifies all possible issues about IP and IPR.


10 | 03/2011                                   Partnership Strategy
Pro’s & Cons


 Cons

     • Setting up a partnership takes time.
       Agreeing on a partnership agreement can be time-consuming because it assumes a
       combination of content-details of the research/work to be done and the legal
       obligations.


     • Finding the right balance between the commercial point of view of an industrial
       partner and the fundamental research desire of a research group is not always easy.




11 | 03/2011                         Partnership Strategy
Rationale


 Working with partners can broaden the scope of what the projects can
  achieve.

 The goal in partnerships is to achieve more than individual partners can
  achieve on their own




12 | 03/2011                   Partnership Strategy
Impact


 It is very important that partners share a common vision and purpose
  and that this is reflected in a formal partnership

 We recommend that a partnership is formalised in a detailed partner or
  consortium agreement, clearly stipulating the common goal of the
  collaboration, all do’s and don'ts and all legal aspects

 Especially within the context of a research project it is important that
  there is a clear understanding of what the IP outcome will be and how
  knowledge will be used and/or shared by the partners




13 | 03/2011                    Partnership Strategy

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FITT Toolbox: Patnership Management

  • 1. Partnership Management FITT – Fostering Interregional Exchange in ICT Technology Transfer – www.FITT-for-Innovation.eu Except where otherwise noted, this work is licensed under a Creative Commons Attribution 3.0 License.
  • 2. Partnership Strategy Partnership management Is the process of following up on and maintaining relationships with partners Setting up a research partnership can be one of the most important decisions that a TTO needs to make The right partnerships can push innovation, ideas and new opportunities 2 | 03/2011 Partnership Strategy
  • 3. Partnership Strategy Stages in cooperation and partnerships Different stages in cooperation require different approaches of partners and different levels of agreements Coordination Strategic and Partnership Commitment Partner Common Activities Long-time Cooperation Several Projects Project Strategic Meaning 3 | 03/2011 Partnership Strategy
  • 4. Process of cultivating partnerships Four important steps within the process of cultivating partnerships: 1. Establish partnerships 2. Determine governance 3. Formalize partnerships 4. Maintain relationships 4 | 03/2011 Partnership Strategy
  • 5. Step 1: Establish partnerships  Determine in an early stage to what extent a partner will be involved in a project or collaboration on short or long term  At IBBT : four types of partnerships: •Alliance partners •Research partners •Project partners •Strategic Partners The goal of the cooperation, the actions undertaken and the details of the agreement differ according to the involvement of the partners 5 | 03/2011 Partnership Strategy
  • 6. Step 2: Determine governance  Be clear about how you will work together to achieve the goals  Example  Project Management: governance is the process of decision making 6 | 03/2011 Partnership Strategy
  • 7. Step 3: Formalize partnerships  Effectively managing the engagement of one or more partners require formal agreements  Be clear about roles and responsibilities of partners in the agreement  Also helpful when something does go wrong within the partnership. The range of typical partner management agreements includes: Informal agreements between two or more partners to work together Memoranda of understanding (MOUs) or Letter of Intent LOI’s Legal Contracts, Bi-Lateral Agreements ... 7 | 03/2011 Partnership Strategy
  • 8. Step 4: Maintain relationships  A strong relationship does not stop with the signing of an agreement  Frequent communication during the process of collaboration - formally or informally – to check whether all parties are satisfied with the partnership 8 | 03/2011 Partnership Strategy
  • 9. Who? Stakeholders Researchers In most cases the research partner is responsible for the research methodology and the work breakdown. Industry Since the projects within IBBT are market driven, it is clear that the industrial partner defines the expected outcome of the collaboration. Technology Transfer Officers (TTO’s) The TTO guides the procedure of formalising the partnership and tackles all issues concerning IP. External Consultants Legal issues are in many cases handled by an external consultant. Policy Makers Policy makers influence the fields of activity in which research is carried out. 9 | 03/2011 Partnership Strategy
  • 10. Pro’s & Cons  Pro’s • Clear identification of roles and responsibilities of partners and of all partners’ expectations. • Research organisations offer third parties expertise in particular research fields and methods • Research organisations can develop their expert skills further, by working together with third parties. • For many third parties, partnering with a research organisation gives them credibility and is a kind of guarantee for rigorous research done. It can help to raise the impact of the research when disseminating the findings. • Third parties can provide valuable information about the needs, perspectives and experiences of the users. • Research partners can benefit from the access to the third parties network to enhance the impact of the research. • A partnership agreement creates transparency and a clear understanding of the common goals and the way to work together. • Partnership management also clarifies all possible issues about IP and IPR. 10 | 03/2011 Partnership Strategy
  • 11. Pro’s & Cons  Cons • Setting up a partnership takes time. Agreeing on a partnership agreement can be time-consuming because it assumes a combination of content-details of the research/work to be done and the legal obligations. • Finding the right balance between the commercial point of view of an industrial partner and the fundamental research desire of a research group is not always easy. 11 | 03/2011 Partnership Strategy
  • 12. Rationale  Working with partners can broaden the scope of what the projects can achieve.  The goal in partnerships is to achieve more than individual partners can achieve on their own 12 | 03/2011 Partnership Strategy
  • 13. Impact  It is very important that partners share a common vision and purpose and that this is reflected in a formal partnership  We recommend that a partnership is formalised in a detailed partner or consortium agreement, clearly stipulating the common goal of the collaboration, all do’s and don'ts and all legal aspects  Especially within the context of a research project it is important that there is a clear understanding of what the IP outcome will be and how knowledge will be used and/or shared by the partners 13 | 03/2011 Partnership Strategy